AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,734 shares; 2025Q2: 1,743 shares; 2025Q3: 2,603 shares; 2025Q4: 2,612 shares; 2026Q1: 2,700 shares 2,700 $298K <0.01% +88 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 1,880 shares 1,880 $298K <0.01% +1,878 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares; 2026Q1: 5,212 shares 5,212 $297K <0.01% -835 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: 10,980 shares; 2024Q4: 8,122 shares; 2025Q1: 7,820 shares; 2025Q2: 8,545 shares; 2025Q3: 7,508 shares; 2025Q4: 7,359 shares; 2026Q1: 7,851 shares 7,851 $295K <0.01% +492 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 26,095 shares; 2025Q1: 29,376 shares; 2025Q2: 44,561 shares; 2025Q3: 53,241 shares; 2025Q4: 43,691 shares; 2026Q1: 3,557 shares 3,557 $293K <0.01% -40,134 Timeline SUB 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: 4,429 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,939 shares; 2025Q3: 3,409 shares; 2025Q4: 4,472 shares; 2026Q1: 2,714 shares 2,714 $289K <0.01% -1,758 Timeline BND 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: 8,767 shares; 2024Q4: 4,034 shares; 2025Q1: 5,072 shares; 2025Q2: 3,646 shares; 2025Q3: 4,548 shares; 2025Q4: 3,340 shares; 2026Q1: 3,911 shares 3,911 $288K <0.01% +571 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,657 shares; 2025Q1: 1,771 shares; 2025Q2: 2,525 shares; 2025Q3: 2,994 shares; 2025Q4: 3,034 shares; 2026Q1: 3,103 shares 3,103 $286K <0.01% +69 Timeline MUB 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 683 shares; 2025Q2: 176 shares; 2025Q3: 3,120 shares; 2025Q4: 55,359 shares; 2026Q1: 2,681 shares 2,681 $285K <0.01% -52,678 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 12,373 shares; 2025Q4: 12,373 shares; 2026Q1: 12,373 shares 12,373 $284K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 8,350 shares; 2026Q1: 19,500 shares 19,500 $283K <0.01% +11,150 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $282K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,129 shares; 2024Q4: 27,176 shares; 2025Q1: 26,828 shares; 2025Q2: 26,384 shares; 2025Q3: 27,473 shares; 2025Q4: 26,232 shares; 2026Q1: 25,732 shares 25,732 $280K <0.01% -500 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $278K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,285 shares; 2025Q1: 6,148 shares; 2025Q2: 5,815 shares; 2025Q3: 5,632 shares; 2025Q4: 5,608 shares; 2026Q1: 1,915 shares 1,915 $277K <0.01% -3,693 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,953 shares 23,953 $276K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,564 shares; 2024Q4: 113,262 shares; 2025Q1: 110,246 shares; 2025Q2: 6,980 shares; 2025Q3: 3,858 shares; 2025Q4: 3,588 shares; 2026Q1: 3,520 shares 3,520 $271K <0.01% -68 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,982 shares; 2024Q4: 236,332 shares; 2025Q1: 222,749 shares; 2025Q2: 17,930 shares; 2025Q3: 15,662 shares; 2025Q4: 15,592 shares; 2026Q1: 10,592 shares 10,592 $271K <0.01% -5,000 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: 3,773 shares; 2024Q4: 3,731 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,951 shares; 2026Q1: 3,713 shares 3,713 $270K <0.01% -238 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: 2,287 shares; 2024Q4: 2,221 shares; 2025Q1: 2,404 shares; 2025Q2: 2,496 shares; 2025Q3: 2,415 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares 2,465 $269K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 7,780 shares; 2025Q4: 7,771 shares; 2026Q1: 3,690 shares 3,690 $265K <0.01% -4,081 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,667 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,621 shares 2,621 $265K <0.01% -22 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,984 shares; 2026Q1: 13,984 shares 13,984 $263K <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: 13,460 shares; 2024Q4: 13,628 shares; 2025Q1: 13,362 shares; 2025Q2: 8,922 shares; 2025Q3: 4,279 shares; 2025Q4: 4,060 shares; 2026Q1: 4,756 shares 4,756 $263K <0.01% +696 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 11,045 shares; 2025Q1: 12,164 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $263K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,410 shares; 2025Q3: 17,572 shares; 2025Q4: 18,729 shares; 2026Q1: 13,401 shares 13,401 $259K <0.01% -5,328 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,087 shares; 2025Q1: 85 shares; 2025Q2: 390 shares; 2025Q3: 410 shares; 2025Q4: 498 shares; 2026Q1: 927 shares 927 $259K <0.01% +429 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 9,918 shares; 2025Q1: 9,365 shares; 2025Q2: 9,298 shares; 2025Q3: 5,399 shares; 2025Q4: 5,439 shares; 2026Q1: 5,557 shares 5,557 $258K <0.01% +118 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: not reported; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 241 shares; 2025Q4: 827 shares; 2026Q1: 953 shares 953 $258K <0.01% +126 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,027 shares; 2025Q1: 7,048 shares; 2025Q2: 7,052 shares; 2025Q3: 7,052 shares; 2025Q4: 7,063 shares; 2026Q1: 7,063 shares 7,063 $257K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,517 shares; 2025Q1: 4,244 shares; 2025Q2: 4,002 shares; 2025Q3: 2,631 shares; 2025Q4: 3,098 shares; 2026Q1: 3,627 shares 3,627 $257K <0.01% +529 Timeline SPHY 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: 10,550 shares; 2024Q4: 10,839 shares; 2025Q1: 10,762 shares; 2025Q2: 10,676 shares; 2025Q3: 10,569 shares; 2025Q4: 10,570 shares; 2026Q1: 10,931 shares 10,931 $255K <0.01% +361 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,895 shares; 2025Q1: 8,289 shares; 2025Q2: 10,108 shares; 2025Q3: 9,700 shares; 2025Q4: 9,967 shares; 2026Q1: 9,700 shares 9,700 $253K <0.01% -267 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,384 shares; 2025Q4: 5,480 shares; 2026Q1: 5,544 shares 5,544 $253K <0.01% +64 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 1,574 shares; 2026Q1: 3,549 shares 3,549 $250K <0.01% +1,975 Timeline FUTY 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 257 shares; 2025Q4: 2,028 shares; 2026Q1: 4,216 shares 4,216 $249K <0.01% +2,188 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 522 shares; 2025Q1: 977 shares; 2025Q2: 1,334 shares; 2025Q3: 1,659 shares; 2025Q4: 1,542 shares; 2026Q1: 570 shares 570 $248K <0.01% -972 Timeline REGL 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: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,828 shares; 2025Q3: 2,817 shares; 2025Q4: 2,838 shares; 2026Q1: 2,855 shares 2,855 $247K <0.01% +17 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,956 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,644 shares; 2026Q1: 3,644 shares 3,644 $246K <0.01% 0 Timeline MBB 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: 973 shares; 2024Q4: 985 shares; 2025Q1: 1,314 shares; 2025Q2: 1,632 shares; 2025Q3: 2,428 shares; 2025Q4: 1,985 shares; 2026Q1: 2,586 shares 2,586 $246K <0.01% +601 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 948 shares 948 $244K <0.01% +181 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,618 shares; 2025Q1: 5,420 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,600 shares; 2026Q1: 4,602 shares 4,602 $244K <0.01% +2 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: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares; 2025Q3: 6,311 shares; 2025Q4: 5,625 shares; 2026Q1: 5,215 shares 5,215 $244K <0.01% -410 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,274 shares; 2024Q4: 62,208 shares; 2025Q1: 94,027 shares; 2025Q2: 50,854 shares; 2025Q3: 1,209 shares; 2025Q4: 2,877 shares; 2026Q1: 14,484 shares 14,484 $243K <0.01% +11,607 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: 1,867 shares; 2024Q4: 1,873 shares; 2025Q1: 1,880 shares; 2025Q2: 2,067 shares; 2025Q3: 2,028 shares; 2025Q4: 2,043 shares; 2026Q1: 1,866 shares 1,866 $242K <0.01% -177 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 101 shares; 2025Q2: 249 shares; 2025Q3: 426 shares; 2025Q4: 653 shares; 2026Q1: 657 shares 657 $239K <0.01% +4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 590 shares; 2025Q1: 781 shares; 2025Q2: 1,276 shares; 2025Q3: 1,601 shares; 2025Q4: 2,237 shares; 2026Q1: 2,051 shares 2,051 $237K <0.01% -186 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,883 shares; 2024Q4: 42,295 shares; 2025Q1: 3,909 shares; 2025Q2: 2,679 shares; 2025Q3: 1,658 shares; 2025Q4: 1,619 shares; 2026Q1: 1,865 shares 1,865 $236K <0.01% +246 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 824 shares; 2025Q1: 867 shares; 2025Q2: 853 shares; 2025Q3: 831 shares; 2025Q4: 938 shares; 2026Q1: 1,004 shares 1,004 $233K <0.01% +66 Timeline TLTW 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: 6,351 shares; 2025Q4: 8,805 shares; 2026Q1: 10,144 shares 10,144 $229K <0.01% +1,339 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 1,667 shares; 2025Q1: 1,354 shares; 2025Q2: 480 shares; 2025Q3: 545 shares; 2025Q4: 703 shares; 2026Q1: 804 shares 804 $223K <0.01% +101 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 628 shares; 2025Q1: 424 shares; 2025Q2: 349 shares; 2025Q3: 359 shares; 2025Q4: 400 shares; 2026Q1: 556 shares 556 $221K <0.01% +156 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 12,000 shares; 2025Q1: 10,699 shares; 2025Q2: 7,721 shares; 2025Q3: 5,753 shares; 2025Q4: 5,772 shares; 2026Q1: 4,874 shares 4,874 $220K <0.01% -898 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,288 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,293 shares; 2026Q1: 1,536 shares 1,536 $220K <0.01% +243 Timeline IDHQ 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: 4,895 shares; 2025Q1: 5,406 shares; 2025Q2: 5,313 shares; 2025Q3: 5,337 shares; 2025Q4: 5,368 shares; 2026Q1: 6,101 shares 6,101 $216K <0.01% +733 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $215K <0.01% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 3,106 shares; 2025Q4: 3,182 shares; 2026Q1: 3,307 shares 3,307 $215K <0.01% +125 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares 2,335 $211K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 500 shares; 2026Q1: 300 shares 300 $211K <0.01% -200 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,776 shares 5,776 $209K <0.01% new Timeline FMAT 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: 697 shares; 2024Q4: 1,473 shares; 2025Q1: 336 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares 3,606 $208K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 6,155 shares; 2025Q1: 6,074 shares; 2025Q2: 6,051 shares; 2025Q3: 3,205 shares; 2025Q4: 2,744 shares; 2026Q1: 2,753 shares 2,753 $207K <0.01% +9 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,235 shares; 2025Q1: 1,195 shares; 2025Q2: 1,204 shares; 2025Q3: 1,195 shares; 2025Q4: 1,198 shares; 2026Q1: 1,195 shares 1,195 $206K <0.01% -3 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 115 shares; 2025Q3: 102 shares; 2025Q4: 161 shares; 2026Q1: 148 shares 148 $204K <0.01% -13 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,371 shares 2,371 $204K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,514 shares; 2025Q1: 3,449 shares; 2025Q2: 2,022 shares; 2025Q3: 2,020 shares; 2025Q4: 2,247 shares; 2026Q1: 2,737 shares 2,737 $204K <0.01% +490 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 4,815 shares; 2025Q1: 3,915 shares; 2025Q2: 9,345 shares; 2025Q3: 9,345 shares; 2025Q4: 9,545 shares; 2026Q1: 9,545 shares 9,545 $203K <0.01% 0 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,766 shares 4,766 $203K <0.01% new Timeline FTLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 1,470 shares; 2026Q1: 2,884 shares 2,884 $203K <0.01% +1,414 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,081 shares; 2025Q1: 1,123 shares; 2025Q2: 1,423 shares; 2025Q3: 1,248 shares; 2025Q4: 1,283 shares; 2026Q1: 842 shares 842 $202K <0.01% -441 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: 90 shares; 2024Q4: 106 shares; 2025Q1: 130 shares; 2025Q2: 354 shares; 2025Q3: 1,988 shares; 2025Q4: 2,818 shares; 2026Q1: 2,386 shares 2,386 $199K <0.01% -432 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 10,249 shares; 2025Q3: 1,472 shares; 2025Q4: 2,197 shares; 2026Q1: 2,239 shares 2,239 $197K <0.01% +42 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 315 shares; 2025Q1: 193 shares; 2025Q2: 980 shares; 2025Q3: 648 shares; 2025Q4: 927 shares; 2026Q1: 1,664 shares 1,664 $197K <0.01% +737 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 8,897 shares; 2025Q1: 8,576 shares; 2025Q2: 8,181 shares; 2025Q3: 11,164 shares; 2025Q4: 10,870 shares; 2026Q1: 8,764 shares 8,764 $197K <0.01% -2,106 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,431 shares; 2025Q1: 1,483 shares; 2025Q2: 1,098 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 3,835 shares 3,835 $195K <0.01% +157 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,158 shares; 2025Q3: 2,125 shares; 2025Q4: 2,069 shares; 2026Q1: 1,904 shares 1,904 $195K <0.01% -165 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 2,382 shares; 2025Q3: 2,983 shares; 2025Q4: 3,008 shares; 2026Q1: 3,710 shares 3,710 $194K <0.01% +702 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $192K <0.01% 0 Timeline FDRR 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: 3,316 shares; 2024Q4: 6,696 shares; 2025Q1: 6,649 shares; 2025Q2: 3,801 shares; 2025Q3: 3,403 shares; 2025Q4: 3,421 shares; 2026Q1: 3,244 shares 3,244 $191K <0.01% -177 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 18 shares; 2025Q2: 304 shares; 2025Q3: 366 shares; 2025Q4: 242 shares; 2026Q1: 814 shares 814 $190K <0.01% +572 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: 420 shares; 2024Q4: 170 shares; 2025Q1: 120 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares; 2026Q1: 361 shares 361 $189K <0.01% +230 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,267 shares; 2025Q1: 4,014 shares; 2025Q2: 4,290 shares; 2025Q3: 4,074 shares; 2025Q4: 4,261 shares; 2026Q1: 4,052 shares 4,052 $188K <0.01% -209 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 430 shares; 2025Q4: 487 shares; 2026Q1: 564 shares 564 $188K <0.01% +77 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: 668 shares; 2024Q4: 512 shares; 2025Q1: 384 shares; 2025Q2: 322 shares; 2025Q3: 378 shares; 2025Q4: 372 shares; 2026Q1: 596 shares 596 $187K <0.01% +224 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 377 shares; 2025Q2: 597 shares; 2025Q3: 926 shares; 2025Q4: 1,188 shares; 2026Q1: 1,568 shares 1,568 $186K <0.01% +380 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,534 shares; 2025Q1: 1,851 shares; 2025Q2: 1,842 shares; 2025Q3: 1,610 shares; 2025Q4: 1,649 shares; 2026Q1: 1,650 shares 1,650 $186K <0.01% +1 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 12,183 shares; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 12,183 shares; 2025Q4: 12,866 shares; 2026Q1: 12,866 shares 12,866 $186K <0.01% 0 Timeline SPYG 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: 1,242 shares; 2025Q1: 1,244 shares; 2025Q2: 1,246 shares; 2025Q3: 1,877 shares; 2025Q4: 1,880 shares; 2026Q1: 1,883 shares 1,883 $184K <0.01% +3 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $184K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 104 shares; 2025Q1: 692 shares; 2025Q2: 780 shares; 2025Q3: 790 shares; 2025Q4: 863 shares; 2026Q1: 878 shares 878 $184K <0.01% +15 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,488 shares; 2025Q3: 2,528 shares; 2025Q4: 2,620 shares; 2026Q1: 2,868 shares 2,868 $181K <0.01% +248 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 4,849 shares; 2025Q1: 4,889 shares; 2025Q2: 5,039 shares; 2025Q3: 6,370 shares; 2025Q4: 6,596 shares; 2026Q1: 3,564 shares 3,564 $180K <0.01% -3,032 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: 451 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,465 shares; 2025Q4: 3,621 shares; 2026Q1: 3,621 shares 3,621 $177K <0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 601 shares; 2025Q3: 540 shares; 2025Q4: 558 shares; 2026Q1: 632 shares 632 $175K <0.01% +74 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 549 shares; 2025Q1: 327 shares; 2025Q2: 249 shares; 2025Q3: 154 shares; 2025Q4: 264 shares; 2026Q1: 249 shares 249 $174K <0.01% -15 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: not reported; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,815 shares; 2026Q1: 2,100 shares 2,100 $174K <0.01% -715 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,472 shares; 2025Q1: 2,665 shares; 2025Q2: 2,778 shares; 2025Q3: 1,437 shares; 2025Q4: 904 shares; 2026Q1: 844 shares 844 $172K <0.01% -60 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 476 shares; 2025Q1: 464 shares; 2025Q2: 455 shares; 2025Q3: 665 shares; 2025Q4: 850 shares; 2026Q1: 835 shares 835 $172K <0.01% -15 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 9 shares; 2025Q1: 857 shares; 2025Q2: 1,525 shares; 2025Q3: 1,533 shares; 2025Q4: 1,735 shares; 2026Q1: 1,802 shares 1,802 $171K <0.01% +67 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,099 shares; 2025Q1: 1,883 shares; 2025Q2: 1,852 shares; 2025Q3: 1,946 shares; 2025Q4: 2,226 shares; 2026Q1: 2,913 shares 2,913 $170K <0.01% +687 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 776 shares; 2025Q1: 1,166 shares; 2025Q2: 1,137 shares; 2025Q3: 726 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $170K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,156 shares; 2025Q1: 3,112 shares; 2025Q2: 2,226 shares; 2025Q3: 2,236 shares; 2025Q4: 6,690 shares; 2026Q1: 3,623 shares 3,623 $170K <0.01% -3,067 Timeline SKYY 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 72 shares; 2025Q4: 978 shares; 2026Q1: 1,545 shares 1,545 $169K <0.01% +567 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 11,779 shares; 2025Q1: 11,703 shares; 2025Q2: 11,675 shares; 2025Q3: 8,361 shares; 2025Q4: 3,334 shares; 2026Q1: 3,332 shares 3,332 $169K <0.01% -2 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $169K <0.01% 0 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: 2,264 shares; 2024Q4: 2,043 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,040 shares; 2025Q4: 4,256 shares; 2026Q1: 2,721 shares 2,721 $163K <0.01% -1,535 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares 1,483 $160K <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: 1,557 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $160K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 541 shares; 2025Q2: 949 shares; 2025Q3: 1,438 shares; 2025Q4: 756 shares; 2026Q1: 3,131 shares 3,131 $158K <0.01% +2,375 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,962 shares; 2024Q4: 66,962 shares; 2025Q1: 66,962 shares; 2025Q2: 58,762 shares; 2025Q3: 58,762 shares; 2025Q4: 39,562 shares; 2026Q1: 5,362 shares 5,362 $158K <0.01% -34,200 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 260 shares; 2025Q1: 441 shares; 2025Q2: 783 shares; 2025Q3: 1,073 shares; 2025Q4: 947 shares; 2026Q1: 3,156 shares 3,156 $158K <0.01% +2,209 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,352 shares; 2024Q4: 60,489 shares; 2025Q1: 62,874 shares; 2025Q2: 65,408 shares; 2025Q3: 4,530 shares; 2025Q4: 1,128 shares; 2026Q1: 1,044 shares 1,044 $157K <0.01% -84 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 739 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: 94 shares; 2025Q4: 187 shares; 2026Q1: 596 shares 596 $149K <0.01% +409 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: 60 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 3,075 shares; 2026Q1: 3,827 shares 3,827 $149K <0.01% +752 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: 845 shares; 2024Q4: 800 shares; 2025Q1: 904 shares; 2025Q2: 864 shares; 2025Q3: 968 shares; 2025Q4: 1,046 shares; 2026Q1: 1,021 shares 1,021 $149K <0.01% -25 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,227 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 1,043 shares 1,043 $149K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $147K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 324 shares; 2025Q3: 243 shares; 2025Q4: 250 shares; 2026Q1: 1,721 shares 1,721 $144K <0.01% +1,471 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 120 shares; 2025Q1: 36 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 1,543 shares; 2026Q1: 2,151 shares 2,151 $143K <0.01% +608 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 982 shares; 2025Q1: 288 shares; 2025Q2: 1,340 shares; 2025Q3: 390 shares; 2025Q4: 443 shares; 2026Q1: 1,588 shares 1,588 $141K <0.01% +1,145 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $140K <0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 3,950 shares; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $139K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 35 shares; 2025Q3: 46 shares; 2025Q4: 99 shares; 2026Q1: 189 shares 189 $138K <0.01% +90 Timeline XMMO 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: 925 shares; 2025Q1: 927 shares; 2025Q2: 929 shares; 2025Q3: 930 shares; 2025Q4: 931 shares; 2026Q1: 933 shares 933 $135K <0.01% +2 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $134K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,096 shares; 2025Q1: 1,862 shares; 2025Q2: 1,859 shares; 2025Q3: 1,860 shares; 2025Q4: 1,995 shares; 2026Q1: 1,961 shares 1,961 $133K <0.01% -34 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $133K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 318 shares; 2025Q1: 527 shares; 2025Q2: 724 shares; 2025Q3: 757 shares; 2025Q4: 718 shares; 2026Q1: 682 shares 682 $133K <0.01% -36 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $132K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 575 shares; 2025Q3: 300 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638 $131K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 904 shares; 2025Q1: 881 shares; 2025Q2: 815 shares; 2025Q3: 1,465 shares; 2025Q4: 1,663 shares; 2026Q1: 1,416 shares 1,416 $130K <0.01% -247 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 507 shares; 2025Q1: 7,447 shares; 2025Q2: 920 shares; 2025Q3: 969 shares; 2025Q4: 2,322 shares; 2026Q1: 2,210 shares 2,210 $130K <0.01% -112 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 12 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 1,102 shares 1,102 $129K <0.01% +997 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 65 shares; 2025Q2: 142 shares; 2025Q3: 171 shares; 2025Q4: 206 shares; 2026Q1: 247 shares 247 $129K <0.01% +41 Timeline XSMO 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: 1,677 shares; 2025Q1: 1,682 shares; 2025Q2: 1,684 shares; 2025Q3: 1,687 shares; 2025Q4: 1,689 shares; 2026Q1: 1,691 shares 1,691 $129K <0.01% +2 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,332 shares; 2025Q1: 764 shares; 2025Q2: 746 shares; 2025Q3: 905 shares; 2025Q4: 956 shares; 2026Q1: 1,021 shares 1,021 $128K <0.01% +65 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,563 shares; 2025Q1: 7,503 shares; 2025Q2: 7,579 shares; 2025Q3: 613 shares; 2025Q4: 728 shares; 2026Q1: 1,296 shares 1,296 $127K <0.01% +568 Timeline OEF 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: 370 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 280 shares; 2026Q1: 391 shares 391 $124K <0.01% +111 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,594 shares; 2025Q1: 1,420 shares; 2025Q2: 1,401 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,323 shares 1,323 $121K <0.01% -9 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: 1,494 shares; 2026Q1: 1,312 shares 1,312 $119K <0.01% -182 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,570 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $119K <0.01% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,010 shares; 2026Q1: 6,094 shares 6,094 $119K <0.01% +2,084 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,581 shares 2,581 $117K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,143 shares; 2025Q3: 2,359 shares; 2025Q4: 2,307 shares; 2026Q1: 1,792 shares 1,792 $117K <0.01% -515 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: 37 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 222 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 391 shares 391 $116K <0.01% +250 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,234 shares; 2025Q1: 4,593 shares; 2025Q2: 6,144 shares; 2025Q3: 4,959 shares; 2025Q4: 4,746 shares; 2026Q1: 4,234 shares 4,234 $116K <0.01% -512 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 14,895 shares; 2025Q1: 14,982 shares; 2025Q2: 12,946 shares; 2025Q3: 14,089 shares; 2025Q4: 6,654 shares; 2026Q1: 6,654 shares 6,654 $115K <0.01% 0 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: 61 shares; 2024Q4: 116 shares; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 992 shares; 2025Q4: 998 shares; 2026Q1: 930 shares 930 $115K <0.01% -68 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 1,567 shares; 2025Q3: 1,319 shares; 2025Q4: 668 shares; 2026Q1: 817 shares 817 $114K <0.01% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $114K <0.01% new Timeline BIL 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: 189 shares; 2024Q4: 58 shares; 2025Q1: 78 shares; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 263 shares; 2026Q1: 1,229 shares 1,229 $113K <0.01% +966 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 1,027 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 795 shares; 2026Q1: 554 shares 554 $112K <0.01% -241 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 1,747 shares; 2025Q3: 1,729 shares; 2025Q4: 3,186 shares; 2026Q1: 1,150 shares 1,150 $112K <0.01% -2,036 Timeline DFSV 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: 3,200 shares 3,200 $112K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,458 shares; 2025Q1: 1,932 shares; 2025Q2: 1,465 shares; 2025Q3: 2,291 shares; 2025Q4: 2,405 shares; 2026Q1: 2,327 shares 2,327 $112K <0.01% -78 Timeline FTCB 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: 2,919 shares; 2025Q4: 4,104 shares; 2026Q1: 5,330 shares 5,330 $112K <0.01% +1,226 Timeline EEMA 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: 1,731 shares; 2025Q3: 1,735 shares; 2025Q4: 3,058 shares; 2026Q1: 1,167 shares 1,167 $112K <0.01% -1,891 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: 2,402 shares; 2024Q4: 248 shares; 2025Q1: 399 shares; 2025Q2: 438 shares; 2025Q3: 424 shares; 2025Q4: 592 shares; 2026Q1: 556 shares 556 $110K <0.01% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 461 shares 461 $110K <0.01% +458 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,481 shares; 2025Q1: 6,286 shares; 2025Q2: 8,305 shares; 2025Q3: 5,857 shares; 2025Q4: 6,302 shares; 2026Q1: 6,523 shares 6,523 $107K <0.01% +221 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 3,869 shares 3,869 $107K <0.01% -831 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 619 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $107K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 625 shares; 2025Q2: 639 shares; 2025Q3: 638 shares; 2025Q4: 643 shares; 2026Q1: 645 shares 645 $107K <0.01% +2 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 30 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 1,075 shares 1,075 $104K <0.01% +1,060 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,146 shares; 2025Q1: 861 shares; 2025Q2: 890 shares; 2025Q3: 867 shares; 2025Q4: 1,011 shares; 2026Q1: 909 shares 909 $103K <0.01% -102 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,909 shares; 2025Q1: 3,677 shares; 2025Q2: 3,327 shares; 2025Q3: 1,887 shares; 2025Q4: 1,779 shares; 2026Q1: 761 shares 761 $101K <0.01% -1,018 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 1,488 shares; 2025Q1: 2,104 shares; 2025Q2: 2,756 shares; 2025Q3: 2,846 shares; 2025Q4: 1,450 shares; 2026Q1: 1,039 shares 1,039 $101K <0.01% -411 Timeline VCIT 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: 589 shares; 2024Q4: 228 shares; 2025Q1: 845 shares; 2025Q2: 611 shares; 2025Q3: 1,014 shares; 2025Q4: 1,017 shares; 2026Q1: 1,216 shares 1,216 $101K <0.01% +199 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,108 shares; 2026Q1: 2,133 shares 2,133 $100K <0.01% +25 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: not reported; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 1,459 shares; 2025Q3: 1,330 shares; 2025Q4: 1,510 shares; 2026Q1: 2,143 shares 2,143 $100K <0.01% +633 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 148 shares; 2025Q1: 187 shares; 2025Q2: 339 shares; 2025Q3: 272 shares; 2025Q4: 368 shares; 2026Q1: 400 shares 400 $99.9K <0.01% +32 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: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 94 shares; 2025Q3: 51 shares; 2025Q4: 57 shares; 2026Q1: 125 shares 125 $99K <0.01% +68 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 154 shares 154 $97.8K <0.01% +54 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 678 shares; 2025Q1: 1,466 shares; 2025Q2: 2,255 shares; 2025Q3: 2,248 shares; 2025Q4: 1,806 shares; 2026Q1: 1,512 shares 1,512 $97.7K <0.01% -294 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares 2,822 $97.2K <0.01% 0 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares 4,000 $96.9K <0.01% +1,000 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 247,963 shares; 2025Q2: 316,555 shares; 2025Q3: 457,097 shares; 2025Q4: 546,350 shares; 2026Q1: 2,016 shares 2,016 $96.7K <0.01% -544,334 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,746 shares; 2025Q2: 1,768 shares; 2025Q3: 1,791 shares; 2025Q4: 1,788 shares; 2026Q1: 1,045 shares 1,045 $96.5K <0.01% -743 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: 1,654 shares; 2024Q4: 1,912 shares; 2025Q1: 2,078 shares; 2025Q2: 509 shares; 2025Q3: 255,687 shares; 2025Q4: 8,562 shares; 2026Q1: 5,229 shares 5,229 $95.9K <0.01% -3,333 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 175 shares 175 $95K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 289 shares; 2025Q3: 718 shares; 2025Q4: 748 shares; 2026Q1: 294 shares 294 $94.6K <0.01% -454 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: 1,851 shares; 2024Q4: 1,882 shares; 2025Q1: 1,757 shares; 2025Q2: 1,834 shares; 2025Q3: 632 shares; 2025Q4: 874 shares; 2026Q1: 826 shares 826 $94.2K <0.01% -48 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,075 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares; 2026Q1: 32,075 shares 32,075 $93.7K <0.01% 0 Timeline XSHQ 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: 1,525 shares; 2025Q1: 1,623 shares; 2025Q2: 2,285 shares; 2025Q3: 1,017 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $92.9K <0.01% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,324 shares; 2025Q4: 4,342 shares; 2026Q1: 4,324 shares 4,324 $92.8K <0.01% -18 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 3,027 shares; 2025Q1: 3,052 shares; 2025Q2: 3,112 shares; 2025Q3: 1,092 shares; 2025Q4: 491 shares; 2026Q1: 489 shares 489 $92.7K <0.01% -2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,579 shares; 2026Q1: 7,999 shares 7,999 $92.3K <0.01% +6,420 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $92.1K <0.01% 0 Timeline FNOV 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: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,718 shares 1,718 $91.7K <0.01% -174 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,661 shares; 2025Q1: 2,756 shares; 2025Q2: 2,243 shares; 2025Q3: 695 shares; 2025Q4: 2,470 shares; 2026Q1: 1,415 shares 1,415 $90.7K <0.01% -1,055 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $89.3K <0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares 996 $89K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,135 shares; 2025Q1: 1,269 shares; 2025Q2: 1,295 shares; 2025Q3: 1,192 shares; 2025Q4: 1,567 shares; 2026Q1: 1,622 shares 1,622 $87.4K <0.01% +55 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 1,021 shares; 2026Q1: 799 shares 799 $86.8K <0.01% -222 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 125 shares; 2025Q2: 296 shares; 2025Q3: 251 shares; 2025Q4: 261 shares; 2026Q1: 309 shares 309 $86.7K <0.01% +48 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: 132 shares; 2024Q4: 149 shares; 2025Q1: 316 shares; 2025Q2: 317 shares; 2025Q3: 290 shares; 2025Q4: 307 shares; 2026Q1: 436 shares 436 $85.9K <0.01% +129 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 82 shares; 2025Q1: 304 shares; 2025Q2: 213 shares; 2025Q3: 316 shares; 2025Q4: 381 shares; 2026Q1: 521 shares 521 $85.4K <0.01% +140 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 5,914 shares; 2025Q2: 727 shares; 2025Q3: 581 shares; 2025Q4: 891 shares; 2026Q1: 649 shares 649 $85.1K <0.01% -242 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264 shares; 2025Q2: 394 shares; 2025Q3: 559 shares; 2025Q4: 1,132 shares; 2026Q1: 1,006 shares 1,006 $83.3K <0.01% -126 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: 283 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $83.1K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 601 shares; 2025Q4: 355 shares; 2026Q1: 335 shares 335 $82.8K <0.01% -20 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 10,124 shares; 2025Q1: 11,562 shares; 2025Q2: 16,693 shares; 2025Q3: 2,584 shares; 2025Q4: 2,750 shares; 2026Q1: 1,993 shares 1,993 $81.4K <0.01% -757 Timeline AFLG 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: 583 shares; 2025Q4: 934 shares; 2026Q1: 2,106 shares 2,106 $81.3K <0.01% +1,172 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 148 shares; 2025Q3: 960 shares; 2025Q4: 1,924 shares; 2026Q1: 1,172 shares 1,172 $81.2K <0.01% -752 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 115 shares; 2025Q1: 391 shares; 2025Q2: 1,427 shares; 2025Q3: 1,462 shares; 2025Q4: 1,427 shares; 2026Q1: 1,203 shares 1,203 $80.7K <0.01% -224 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares 553 $80.4K <0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 2,645 shares; 2025Q1: 2,266 shares; 2025Q2: 1,695 shares; 2025Q3: 890 shares; 2025Q4: 911 shares; 2026Q1: 905 shares 905 $80K <0.01% -6 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 1,367 shares; 2026Q1: 1,375 shares 1,375 $78.7K <0.01% +8 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: 180 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $78.7K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 265 shares; 2025Q2: 589 shares; 2025Q3: 558 shares; 2025Q4: 620 shares; 2026Q1: 650 shares 650 $78.4K <0.01% +30 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 1,180 shares 1,180 $78.3K <0.01% +849 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,397 shares; 2025Q3: 4,397 shares; 2025Q4: 4,397 shares; 2026Q1: 4,397 shares 4,397 $78.2K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares 1,198 $77.9K <0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $77.1K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 601 shares; 2025Q3: 553 shares; 2025Q4: 559 shares; 2026Q1: 400 shares 400 $75.5K <0.01% -159 Timeline TDIV 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: 364 shares; 2025Q4: 516 shares; 2026Q1: 805 shares 805 $75.4K <0.01% +289 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: 1,400 shares; 2024Q4: 1,323 shares; 2025Q1: 820 shares; 2025Q2: 904 shares; 2025Q3: 821 shares; 2025Q4: 944 shares; 2026Q1: 500 shares 500 $75.2K <0.01% -444 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,023 shares; 2025Q1: 2,304 shares; 2025Q2: 3,327 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,400 shares 1,400 $75K <0.01% -23 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,131 shares; 2024Q4: 77,985 shares; 2025Q1: 3,593 shares; 2025Q2: 2,347 shares; 2025Q3: 1,408 shares; 2025Q4: 1,366 shares; 2026Q1: 863 shares 863 $74.9K <0.01% -503 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: 1,000 shares 1,000 $74.9K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,361 shares; 2026Q1: 3,457 shares 3,457 $74.9K <0.01% +96 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,613 shares; 2025Q4: 3,741 shares; 2026Q1: 3,713 shares 3,713 $74.4K <0.01% -28 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 800 shares 800 $74.2K <0.01% +798 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 291 shares; 2025Q1: 394 shares; 2025Q2: 488 shares; 2025Q3: 764 shares; 2025Q4: 580 shares; 2026Q1: 433 shares 433 $74.1K <0.01% -147 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 366 shares; 2025Q2: 999 shares; 2025Q3: 951 shares; 2025Q4: 1,160 shares; 2026Q1: 1,240 shares 1,240 $73.3K <0.01% +80 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $72.9K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 8 shares; 2025Q1: 21 shares; 2025Q2: 254 shares; 2025Q3: 350 shares; 2025Q4: 361 shares; 2026Q1: 350 shares 350 $72.4K <0.01% -11 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $72.3K <0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 468 shares; 2025Q3: 357 shares; 2025Q4: 385 shares; 2026Q1: 496 shares 496 $71.7K <0.01% +111 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: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $71.5K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 760 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 380 shares; 2025Q4: 384 shares; 2026Q1: 386 shares 386 $71.2K <0.01% +2 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 5,531 shares; 2025Q2: 4,231 shares; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares; 2026Q1: 1,231 shares 1,231 $69.8K <0.01% -3,000 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,544 shares; 2025Q1: 3,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,043 shares 6,043 $69.5K <0.01% new 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: 11,430 shares; 2024Q4: 11,054 shares; 2025Q1: 9,535 shares; 2025Q2: 9,536 shares; 2025Q3: 1,585 shares; 2025Q4: 1,998 shares; 2026Q1: 1,970 shares 1,970 $69.2K <0.01% -28 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,753 shares 8,753 $68.8K <0.01% new 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: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 518 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 359 shares 359 $68.4K <0.01% +9 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 8,000 shares 8,000 $68.2K <0.01% -5,000 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 194 shares; 2026Q1: 211 shares 211 $68.1K <0.01% +17 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: not reported; 2025Q3: 301 shares; 2025Q4: 455 shares; 2026Q1: 730 shares 730 $67.5K <0.01% +275 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 243 shares; 2025Q4: 169 shares; 2026Q1: 866 shares 866 $67.5K <0.01% +697 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,438 shares; 2025Q1: 2,284 shares; 2025Q2: 2,291 shares; 2025Q3: 3,104 shares; 2025Q4: 2,309 shares; 2026Q1: 2,312 shares 2,312 $67.2K <0.01% +3 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares; 2026Q1: 1,023 shares 1,023 $67.2K <0.01% -24 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 467 shares 467 $67K <0.01% +379 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares 4,600 $66.1K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 193 shares; 2025Q1: 147 shares; 2025Q2: 446 shares; 2025Q3: 373 shares; 2025Q4: 406 shares; 2026Q1: 396 shares 396 $65.8K <0.01% -10 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares 1,295 $65.6K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $65.5K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 672 shares; 2025Q3: 520 shares; 2025Q4: 597 shares; 2026Q1: 801 shares 801 $64.4K <0.01% +204 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: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares; 2026Q1: 7,415 shares 7,415 $63.9K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 12 shares; 2025Q1: 87 shares; 2025Q2: 139 shares; 2025Q3: 96 shares; 2025Q4: 109 shares; 2026Q1: 210 shares 210 $63.9K <0.01% +101 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 136 shares; 2026Q1: 184 shares 184 $62.3K <0.01% +48 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 994 shares 994 $62.2K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 3,154 shares; 2025Q1: 6,291 shares; 2025Q2: 6,746 shares; 2025Q3: 7,240 shares; 2025Q4: 7,279 shares; 2026Q1: 6,182 shares 6,182 $61.9K <0.01% -1,097 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: 338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 738 shares; 2025Q4: 1,134 shares; 2026Q1: 1,090 shares 1,090 $61.6K <0.01% -44 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 1,731 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $61.6K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 68 shares; 2025Q1: 133 shares; 2025Q2: 132 shares; 2025Q3: 195 shares; 2025Q4: 171 shares; 2026Q1: 83 shares 83 $60.6K <0.01% -88 Timeline FTGS 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: 654 shares; 2025Q4: 1,039 shares; 2026Q1: 1,780 shares 1,780 $60.6K <0.01% +741 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 100 shares; 2026Q1: 215 shares 215 $60.6K <0.01% +115 Timeline RDVY 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: 420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 652 shares; 2026Q1: 885 shares 885 $60.4K <0.01% +233 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: 28 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 148 shares; 2025Q3: 155 shares; 2025Q4: 180 shares; 2026Q1: 274 shares 274 $59.7K <0.01% +94 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 790 shares 790 $58.4K <0.01% +390 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 552 shares; 2026Q1: 607 shares 607 $57.6K <0.01% +55 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 929 shares; 2025Q2: 3,415 shares; 2025Q3: 1,075 shares; 2025Q4: 325 shares; 2026Q1: 773 shares 773 $57.2K <0.01% +448 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 58 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 782 shares; 2025Q4: 794 shares; 2026Q1: 782 shares 782 $57.1K <0.01% -12 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: 115 shares; 2024Q4: 1,784 shares; 2025Q1: 2,335 shares; 2025Q2: 3,059 shares; 2025Q3: 3,290 shares; 2025Q4: 2,896 shares; 2026Q1: 1,877 shares 1,877 $56.5K <0.01% -1,019 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 814 shares 814 $56.3K <0.01% +812 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $56.2K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 15,130 shares; 2025Q1: 16,046 shares; 2025Q2: 12,556 shares; 2025Q3: 7,861 shares; 2025Q4: 1,309 shares; 2026Q1: 1,344 shares 1,344 $56K <0.01% +35 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: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 103 shares 103 $55.5K <0.01% +101 Timeline DON 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: 843 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $55.3K <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: 400 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 437 shares; 2025Q3: 400 shares; 2025Q4: 789 shares; 2026Q1: 514 shares 514 $54.9K <0.01% -275 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 350 shares; 2026Q1: 381 shares 381 $54.5K <0.01% +31 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: not reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 1,731 shares; 2025Q3: 345 shares; 2025Q4: 353 shares; 2026Q1: 374 shares 374 $54.5K <0.01% +21 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 300 shares; 2025Q1: 408 shares; 2025Q2: 178 shares; 2025Q3: 237 shares; 2025Q4: 366 shares; 2026Q1: 488 shares 488 $54.4K <0.01% +122 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 204 shares; 2026Q1: 558 shares 558 $54.3K <0.01% +354 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 650 shares; 2026Q1: 718 shares 718 $54K <0.01% +68 Timeline IHAK 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: 1,233 shares; 2026Q1: 1,233 shares 1,233 $53.8K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 456 shares; 2026Q1: 634 shares 634 $53.8K <0.01% +178 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 38 shares; 2025Q2: 105 shares; 2025Q3: 97 shares; 2025Q4: 115 shares; 2026Q1: 132 shares 132 $53.8K <0.01% +17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 236 shares; 2025Q4: 255 shares; 2026Q1: 260 shares 260 $53.6K <0.01% +5 Timeline FVD 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: 2,194 shares; 2024Q4: 4,736 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 651 shares; 2026Q1: 1,140 shares 1,140 $53.6K <0.01% +489 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 477 shares; 2025Q3: 363 shares; 2025Q4: 395 shares; 2026Q1: 534 shares 534 $53.6K <0.01% +139 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares 2,709 $53.5K <0.01% 0 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: 16 shares; 2024Q4: 124 shares; 2025Q1: 181 shares; 2025Q2: 268 shares; 2025Q3: 190 shares; 2025Q4: 263 shares; 2026Q1: 271 shares 271 $53.5K <0.01% +8 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,192 shares; 2025Q2: 25,192 shares; 2025Q3: 25,192 shares; 2025Q4: 25,192 shares; 2026Q1: 25,192 shares 25,192 $53.4K <0.01% 0 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 180 shares; 2025Q4: 4 shares; 2026Q1: 770 shares 770 $53.3K <0.01% +766 Timeline IGRO 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: 512 shares; 2025Q3: 625 shares; 2025Q4: 629 shares; 2026Q1: 631 shares 631 $52.9K <0.01% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 719 shares; 2025Q1: 695 shares; 2025Q2: 1,216 shares; 2025Q3: 1,175 shares; 2025Q4: 1,493 shares; 2026Q1: 1,078 shares 1,078 $52.8K <0.01% -415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,270 shares 4,270 $52.6K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 28 shares; 2025Q1: 35 shares; 2025Q2: 104 shares; 2025Q3: 1,796 shares; 2025Q4: 1,816 shares; 2026Q1: 132 shares 132 $52.1K <0.01% -1,684 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 938 shares; 2025Q3: 747 shares; 2025Q4: 815 shares; 2026Q1: 1,030 shares 1,030 $51.5K <0.01% +215 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: 107 shares; 2024Q4: 171 shares; 2025Q1: 406 shares; 2025Q2: 355 shares; 2025Q3: 373 shares; 2025Q4: 236 shares; 2026Q1: 1,276 shares 1,276 $51.5K <0.01% +1,040 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 52 shares; 2025Q2: 410 shares; 2025Q3: 213 shares; 2025Q4: 290 shares; 2026Q1: 342 shares 342 $51.4K <0.01% +52 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 426 shares; 2025Q3: 501 shares; 2025Q4: 787 shares; 2026Q1: 488 shares 488 $51.3K <0.01% -299 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,202 shares; 2025Q1: 2,324 shares; 2025Q2: 3,672 shares; 2025Q3: 3,711 shares; 2025Q4: 4,108 shares; 2026Q1: 1,724 shares 1,724 $50.7K <0.01% -2,384 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 317 shares 317 $50.4K <0.01% -42 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 26,844 shares; 2025Q1: 31,732 shares; 2025Q2: 38,694 shares; 2025Q3: 38,078 shares; 2025Q4: 32,767 shares; 2026Q1: 730 shares 730 $49.8K <0.01% -32,037 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 165 shares; 2025Q2: 593 shares; 2025Q3: 605 shares; 2025Q4: 775 shares; 2026Q1: 900 shares 900 $49.8K <0.01% +125 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 80 shares; 2025Q3: 162 shares; 2025Q4: 176 shares; 2026Q1: 186 shares 186 $49.6K <0.01% +10 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 142 shares; 2025Q4: 127 shares; 2026Q1: 166 shares 166 $49.6K <0.01% +39 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: 351 shares; 2025Q4: 529 shares; 2026Q1: 568 shares 568 $49.4K <0.01% +39 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 3 shares; 2025Q1: 31 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 103 shares; 2026Q1: 83 shares 83 $49.2K <0.01% -20 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 280 shares; 2025Q1: 4,862 shares; 2025Q2: 3,254 shares; 2025Q3: 3,932 shares; 2025Q4: 4,046 shares; 2026Q1: 3,089 shares 3,089 $49.1K <0.01% -957 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 124 shares; 2025Q1: 67 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418 $49K <0.01% new 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: 1,595 shares; 2024Q4: 555 shares; 2025Q1: 466 shares; 2025Q2: 715 shares; 2025Q3: 1,934 shares; 2025Q4: 1,970 shares; 2026Q1: 1,894 shares 1,894 $49K <0.01% -76 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 623 shares; 2025Q2: 2,026 shares; 2025Q3: 1,865 shares; 2025Q4: 2,279 shares; 2026Q1: 2,639 shares 2,639 $49K <0.01% +360 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: 78,604 shares; 2024Q4: 19,963 shares; 2025Q1: 2,680 shares; 2025Q2: 2,404 shares; 2025Q3: 1,896 shares; 2025Q4: 1,968 shares; 2026Q1: 1,044 shares 1,044 $49K <0.01% -924 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: 37 shares; 2024Q4: 42 shares; 2025Q1: 51 shares; 2025Q2: 131 shares; 2025Q3: 121 shares; 2025Q4: 150 shares; 2026Q1: 168 shares 168 $48.8K <0.01% +18 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 413 shares 413 $48.8K <0.01% +96 Timeline FEM 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: 401 shares; 2025Q4: 662 shares; 2026Q1: 1,626 shares 1,626 $48.7K <0.01% +964 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 344 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $48.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares 1,536 $48.5K <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 85 shares; 2025Q3: 72 shares; 2025Q4: 76 shares; 2026Q1: 99 shares 99 $48.4K <0.01% +23 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares 187 $48.3K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,912 shares; 2026Q1: 1,300 shares 1,300 $48.2K <0.01% -1,612 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares; 2026Q1: 2,100 shares 2,100 $47.8K <0.01% -11 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: 481 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $47.8K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 1,703 shares; 2025Q4: 1,004 shares; 2026Q1: 1,042 shares 1,042 $47.7K <0.01% +38 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $47.7K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $47.6K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 619 shares 619 $47.3K <0.01% +500 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 1,030 shares; 2025Q1: 1,033 shares; 2025Q2: 1,038 shares; 2025Q3: 1,043 shares; 2025Q4: 1,048 shares; 2026Q1: 1,051 shares 1,051 $47.3K <0.01% +3 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: not reported; 2024Q4: 154 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 95 shares; 2025Q4: 155 shares; 2026Q1: 109 shares 109 $46.3K <0.01% -46 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 1,215 shares; 2025Q3: 1,103 shares; 2025Q4: 1,312 shares; 2026Q1: 1,404 shares 1,404 $45.5K <0.01% +92 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: 767 shares; 2024Q4: 842 shares; 2025Q1: 837 shares; 2025Q2: 1,321 shares; 2025Q3: 888 shares; 2025Q4: 950 shares; 2026Q1: 231 shares 231 $45.3K <0.01% -719 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,750 shares; 2024Q4: 26,750 shares; 2025Q1: 26,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,999 shares 4,999 $44.9K <0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $44.1K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 15 shares; 2025Q1: 21 shares; 2025Q2: 72 shares; 2025Q3: 57 shares; 2025Q4: 1,116 shares; 2026Q1: 1,234 shares 1,234 $44K <0.01% +118 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 23 shares; 2025Q1: 27 shares; 2025Q2: 63 shares; 2025Q3: 72 shares; 2025Q4: 81 shares; 2026Q1: 80 shares 80 $43.4K <0.01% -1 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: 469 shares; 2024Q4: 557 shares; 2025Q1: 720 shares; 2025Q2: 1,774 shares; 2025Q3: 1,785 shares; 2025Q4: 2,105 shares; 2026Q1: 2,326 shares 2,326 $43.3K <0.01% +221 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 610 shares; 2026Q1: 990 shares 990 $43.2K <0.01% +380 Timeline FMF 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: 469 shares; 2025Q4: 614 shares; 2026Q1: 850 shares 850 $43K <0.01% +236 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 175 shares 175 $42.9K <0.01% +155 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 755 shares; 2025Q1: 1,101 shares; 2025Q2: 1,886 shares; 2025Q3: 1,876 shares; 2025Q4: 617 shares; 2026Q1: 582 shares 582 $42.6K <0.01% -35 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: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $42.6K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 983 shares 983 $42.4K <0.01% 0 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,629 shares; 2026Q1: 2,036 shares 2,036 $42.2K <0.01% +407 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 61 shares; 2025Q1: 201 shares; 2025Q2: 557 shares; 2025Q3: 518 shares; 2025Q4: 288 shares; 2026Q1: 426 shares 426 $41.9K <0.01% +138 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 31 shares; 2025Q1: 41 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 209 shares; 2026Q1: 87 shares 87 $41.8K <0.01% -122 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $41.7K <0.01% 0 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 191 shares; 2025Q4: 207 shares; 2026Q1: 275 shares 275 $41.1K <0.01% +68 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 475 shares; 2025Q4: 666 shares; 2026Q1: 751 shares 751 $40.9K <0.01% +85 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: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 430 shares 430 $40.8K <0.01% +419 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $40.7K <0.01% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,356 shares; 2025Q1: 1,380 shares; 2025Q2: 1,409 shares; 2025Q3: 1,431 shares; 2025Q4: 1,452 shares; 2026Q1: 1,468 shares 1,468 $40.4K <0.01% +16 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 3,936 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,828 shares; 2025Q4: 3,328 shares; 2026Q1: 2,563 shares 2,563 $40.3K <0.01% -765 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 934 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $40.2K <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: 500 shares; 2024Q4: 455 shares; 2025Q1: 325 shares; 2025Q2: 300 shares; 2025Q3: 179 shares; 2025Q4: 495 shares; 2026Q1: 610 shares 610 $39.8K <0.01% +115 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: 881 shares 881 $39.7K <0.01% +115 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 545 shares 545 $39.5K <0.01% +151 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $38.8K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $38.4K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 555 shares; 2025Q1: 572 shares; 2025Q2: 495 shares; 2025Q3: 530 shares; 2025Q4: 766 shares; 2026Q1: 788 shares 788 $38.4K <0.01% +22 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 264 shares; 2025Q4: 306 shares; 2026Q1: 475 shares 475 $38.3K <0.01% +169 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,417 shares 1,417 $38.2K <0.01% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL 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: 324 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $38.1K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 111 shares; 2025Q1: 158 shares; 2025Q2: 560 shares; 2025Q3: 339 shares; 2025Q4: 364 shares; 2026Q1: 266 shares 266 $38.1K <0.01% -98 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 410 shares 410 $37.9K <0.01% +27 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,050 shares; 2025Q1: 1,095 shares; 2025Q2: 129 shares; 2025Q3: 111 shares; 2025Q4: 113 shares; 2026Q1: 97 shares 97 $37.9K <0.01% -16 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: 104 shares; 2024Q4: 121 shares; 2025Q1: 142 shares; 2025Q2: 384 shares; 2025Q3: 390 shares; 2025Q4: 459 shares; 2026Q1: 483 shares 483 $37.6K <0.01% +24 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 987 shares; 2025Q1: 953 shares; 2025Q2: 3,236 shares; 2025Q3: 2,798 shares; 2025Q4: 1,802 shares; 2026Q1: 1,773 shares 1,773 $37.5K <0.01% -29 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 686 shares; 2025Q1: 623 shares; 2025Q2: 1,068 shares; 2025Q3: 663 shares; 2025Q4: 805 shares; 2026Q1: 619 shares 619 $37.3K <0.01% -186 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 41 shares; 2025Q1: 82 shares; 2025Q2: 166 shares; 2025Q3: 136 shares; 2025Q4: 604 shares; 2026Q1: 606 shares 606 $37K <0.01% +2 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 2,054 shares; 2025Q1: 2,000 shares; 2025Q2: 4,150 shares; 2025Q3: 3,107 shares; 2025Q4: 3,234 shares; 2026Q1: 1,621 shares 1,621 $36.9K <0.01% -1,613 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 59 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 267 shares; 2025Q4: 269 shares; 2026Q1: 271 shares 271 $36.8K <0.01% +2 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY 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: 2,034 shares; 2026Q1: 2,309 shares 2,309 $36.2K <0.01% +275 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 125 shares; 2025Q2: 473 shares; 2025Q3: 368 shares; 2025Q4: 373 shares; 2026Q1: 385 shares 385 $36.1K <0.01% +12 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,038 shares; 2025Q1: 990 shares; 2025Q2: 1,006 shares; 2025Q3: 981 shares; 2025Q4: 990 shares; 2026Q1: 997 shares 997 $35.9K <0.01% +7 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,069 shares; 2025Q4: 1,185 shares; 2026Q1: 1,567 shares 1,567 $35.6K <0.01% +382 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST 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: 274 shares; 2025Q4: 312 shares; 2026Q1: 324 shares 324 $35.2K <0.01% +12 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 80 shares; 2025Q1: 690 shares; 2025Q2: 698 shares; 2025Q3: 705 shares; 2025Q4: 715 shares; 2026Q1: 720 shares 720 $34.9K <0.01% +5 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 23 shares; 2025Q2: 22 shares; 2025Q3: 107 shares; 2025Q4: 133 shares; 2026Q1: 251 shares 251 $34.9K <0.01% +118 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $34.9K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 110 shares; 2026Q1: 115 shares 115 $34.7K <0.01% +5 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,854 shares; 2025Q1: 4,642 shares; 2025Q2: 4,642 shares; 2025Q3: 4,642 shares; 2025Q4: 5,407 shares; 2026Q1: 1,541 shares 1,541 $34.6K <0.01% -3,866 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares 1,173 $34.6K <0.01% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 677 shares; 2025Q3: 688 shares; 2025Q4: 699 shares; 2026Q1: 710 shares 710 $34.5K <0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,220 shares; 2025Q4: 1,709 shares; 2026Q1: 1,330 shares 1,330 $34.5K <0.01% -379 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 777 shares; 2025Q3: 745 shares; 2025Q4: 881 shares; 2026Q1: 923 shares 923 $34.2K <0.01% +42 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: 3,883 shares; 2024Q4: 3,787 shares; 2025Q1: 2,949 shares; 2025Q2: 1,245 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,112 shares 1,112 $34.1K <0.01% -132 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 142 shares 142 $34.1K <0.01% +15 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 991 shares; 2026Q1: 991 shares 991 $33.9K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 188 shares 188 $33.8K <0.01% +75 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 249 shares 249 $33.7K <0.01% +53 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 1,839 shares; 2025Q3: 1,723 shares; 2025Q4: 2,073 shares; 2026Q1: 2,205 shares 2,205 $33.1K <0.01% +132 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 148 shares; 2025Q4: 178 shares; 2026Q1: 202 shares 202 $33K <0.01% +24 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 411 shares; 2025Q4: 488 shares; 2026Q1: 515 shares 515 $33K <0.01% +27 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 80 shares; 2025Q1: 98 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: 229 shares; 2026Q1: 225 shares 225 $32.8K <0.01% -4 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 451 shares; 2025Q4: 574 shares; 2026Q1: 599 shares 599 $32.6K <0.01% +25 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 70 shares; 2025Q1: 80 shares; 2025Q2: 217 shares; 2025Q3: 205 shares; 2025Q4: 241 shares; 2026Q1: 273 shares 273 $32.6K <0.01% +32 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: 22 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 322 shares; 2025Q3: 319 shares; 2025Q4: 381 shares; 2026Q1: 207 shares 207 $32.2K <0.01% -174 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 18 shares; 2025Q1: 13 shares; 2025Q2: 35 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 44 shares 44 $32.2K <0.01% +23 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 317 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $31.8K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares; 2026Q1: 2,806 shares 2,806 $31.7K <0.01% -131 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is 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: 555 shares 555 $31.5K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 113 shares; 2025Q1: 620 shares; 2025Q2: 740 shares; 2025Q3: 1,946 shares; 2025Q4: 2,330 shares; 2026Q1: 1,258 shares 1,258 $31.3K <0.01% -1,072 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 390 shares; 2026Q1: 413 shares 413 $30.9K <0.01% +23 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 74 shares; 2025Q2: 122 shares; 2025Q3: 116 shares; 2025Q4: 141 shares; 2026Q1: 31 shares 31 $30.7K <0.01% -110 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 715 shares 715 $30.5K <0.01% -1,680 Timeline BBCA 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: 5,512 shares; 2024Q4: 557 shares; 2025Q1: 73 shares; 2025Q2: 308 shares; 2025Q3: 105 shares; 2025Q4: 236 shares; 2026Q1: 323 shares 323 $30.4K <0.01% +87 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares 406 $30.3K <0.01% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 376 shares; 2025Q3: 391 shares; 2025Q4: 424 shares; 2026Q1: 451 shares 451 $30.1K <0.01% +27 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 106 shares; 2025Q2: 34 shares; 2025Q3: 90 shares; 2025Q4: 130 shares; 2026Q1: 245 shares 245 $30K <0.01% +115 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,296 shares; 2025Q4: 1,360 shares; 2026Q1: 322 shares 322 $29.8K <0.01% -1,038 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 44 shares; 2025Q3: 126 shares; 2025Q4: 217 shares; 2026Q1: 222 shares 222 $29.6K <0.01% +5 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,248 shares 5,248 $29.4K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 55 shares; 2025Q1: 66 shares; 2025Q2: 30 shares; 2025Q3: 46 shares; 2025Q4: 48 shares; 2026Q1: 172 shares 172 $29.3K <0.01% +124 Timeline FJP 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: 134 shares; 2025Q4: 233 shares; 2026Q1: 394 shares 394 $28.6K <0.01% +161 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 104 shares 104 $28.5K <0.01% +84 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 1,105 shares 1,105 $28.3K <0.01% +306 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 184 shares; 2025Q4: 346 shares; 2026Q1: 334 shares 334 $28.2K <0.01% -12 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $28K <0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 120 shares; 2025Q3: 92 shares; 2025Q4: 97 shares; 2026Q1: 111 shares 111 $27.9K <0.01% +14 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 620 shares; 2025Q4: 751 shares; 2026Q1: 824 shares 824 $27.8K <0.01% +73 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 22 shares; 2026Q1: 16 shares 16 $27.7K <0.01% -6 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $27.7K <0.01% 0 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 39 shares; 2025Q1: 204 shares; 2025Q2: 380 shares; 2025Q3: 298 shares; 2025Q4: 406 shares; 2026Q1: 475 shares 475 $27.6K <0.01% +69 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 78 shares; 2026Q1: 137 shares 137 $27.5K <0.01% +59 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: 359 shares 359 $27.3K <0.01% -366 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $27.3K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 110 shares; 2025Q1: 369 shares; 2025Q2: 530 shares; 2025Q3: 132 shares; 2025Q4: 334 shares; 2026Q1: 217 shares 217 $27.2K <0.01% -117 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 54 shares; 2025Q1: 28 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 251 shares; 2026Q1: 146 shares 146 $27.2K <0.01% -105 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 24,012 shares; 2025Q1: 24,064 shares; 2025Q2: 24,263 shares; 2025Q3: 24,837 shares; 2025Q4: 24,899 shares; 2026Q1: 449 shares 449 $27K <0.01% -24,450 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL 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: 481 shares; 2025Q3: 476 shares; 2025Q4: 583 shares; 2026Q1: 686 shares 686 $26.8K <0.01% +103 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $26.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 1,324 shares 1,324 $26.1K <0.01% +1,269 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $26K <0.01% new Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 263 shares; 2026Q1: 473 shares 473 $25.9K <0.01% +210 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 919 shares; 2025Q4: 1,138 shares; 2026Q1: 1,203 shares 1,203 $25.7K <0.01% +65 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 48 shares; 2025Q2: 144 shares; 2025Q3: 142 shares; 2025Q4: 151 shares; 2026Q1: 180 shares 180 $25.7K <0.01% +29 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 318 shares; 2026Q1: 292 shares 292 $25.6K <0.01% -26 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: 957 shares; 2024Q4: 957 shares; 2025Q1: 525 shares; 2025Q2: 613 shares; 2025Q3: 846 shares; 2025Q4: 1,096 shares; 2026Q1: 575 shares 575 $25.6K <0.01% -521 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 345 shares 345 $25.4K <0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 609 shares; 2025Q2: 1,294 shares; 2025Q3: 420 shares; 2025Q4: 488 shares; 2026Q1: 922 shares 922 $25.3K <0.01% +434 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 57 shares; 2026Q1: 108 shares 108 $25.3K <0.01% +51 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC 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: 646 shares 646 $25.2K <0.01% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares 169 $25.2K <0.01% new Timeline SPMO 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: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $25.1K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 180 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares 207 $25K <0.01% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $24.8K <0.01% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 2,977 shares; 2026Q1: 3,085 shares 3,085 $24.8K <0.01% +108 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,306 shares; 2025Q4: 2,587 shares; 2026Q1: 3,063 shares 3,063 $24.8K <0.01% +476 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO 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: 1,769 shares; 2026Q1: 1,664 shares 1,664 $24.7K <0.01% -105 Timeline EMB 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: 219 shares; 2024Q4: 415 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 524 shares; 2025Q4: 355 shares; 2026Q1: 262 shares 262 $24.6K <0.01% -93 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is 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: 58 shares 58 $24.6K <0.01% new Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430 $24.5K <0.01% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 1,000 shares 1,000 $24.2K <0.01% -29 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $24.2K <0.01% 0 Timeline GEM 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $24.1K <0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 73 shares; 2026Q1: 85 shares 85 $24K <0.01% +12 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $24K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 886 shares; 2025Q1: 1,055 shares; 2025Q2: 497 shares; 2025Q3: 146 shares; 2025Q4: 159 shares; 2026Q1: 84 shares 84 $23.9K <0.01% -75 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 755 shares; 2026Q1: 253 shares 253 $23.8K <0.01% -502 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 41 shares; 2025Q3: 317 shares; 2025Q4: 394 shares; 2026Q1: 415 shares 415 $23.6K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 156 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $23.4K <0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 950 shares 950 $23.4K <0.01% new 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: not reported; 2024Q4: 125 shares; 2025Q1: 272 shares; 2025Q2: 129 shares; 2025Q3: 131 shares; 2025Q4: 133 shares; 2026Q1: 135 shares 135 $23.3K <0.01% +2 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 144 shares; 2025Q1: 177 shares; 2025Q2: 574 shares; 2025Q3: 584 shares; 2025Q4: 687 shares; 2026Q1: 720 shares 720 $23.2K <0.01% +33 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $23.1K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,248 shares; 2025Q1: 5,918 shares; 2025Q2: 254 shares; 2025Q3: 198 shares; 2025Q4: 202 shares; 2026Q1: 198 shares 198 $22.7K <0.01% -4 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 105 shares; 2026Q1: 21 shares 21 $22.4K <0.01% -84 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: 2,117 shares; 2024Q4: 2,680 shares; 2025Q1: 3,455 shares; 2025Q2: 4,418 shares; 2025Q3: 3,848 shares; 2025Q4: 318 shares; 2026Q1: 433 shares 433 $22.1K <0.01% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21.9K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 404 shares; 2025Q1: 429 shares; 2025Q2: 440 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 268 shares 268 $21.5K <0.01% +220 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 827 shares; 2025Q1: 961 shares; 2025Q2: 2,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $21.5K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 233 shares; 2026Q1: 327 shares 327 $21.3K <0.01% +94 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 573 shares; 2026Q1: 642 shares 642 $21.1K <0.01% +69 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,249 shares; 2026Q1: 1,429 shares 1,429 $21.1K <0.01% +180 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 96 shares; 2025Q1: 180 shares; 2025Q2: 339 shares; 2025Q3: 270 shares; 2025Q4: 382 shares; 2026Q1: 268 shares 268 $21.1K <0.01% -114 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 868 shares 868 $21.1K <0.01% +69 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $20.9K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 14 shares; 2025Q1: 23 shares; 2025Q2: 28 shares; 2025Q3: 91 shares; 2025Q4: 103 shares; 2026Q1: 152 shares 152 $20.6K <0.01% +49 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $20.5K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 140 shares; 2026Q1: 151 shares 151 $20.5K <0.01% +11 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP 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: 242 shares; 2025Q3: 270 shares; 2025Q4: 298 shares; 2026Q1: 336 shares 336 $20.4K <0.01% +38 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $20.3K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 74 shares; 2025Q1: 68 shares; 2025Q2: 1,009 shares; 2025Q3: 1,255 shares; 2025Q4: 451 shares; 2026Q1: 765 shares 765 $20.3K <0.01% +314 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is 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: 500 shares 500 $20.3K <0.01% new Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 132 shares; 2025Q1: 154 shares; 2025Q2: 955 shares; 2025Q3: 882 shares; 2025Q4: 1,162 shares; 2026Q1: 1,471 shares 1,471 $19.9K <0.01% +309 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $19.9K <0.01% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $19.9K <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: 720 shares; 2024Q4: 21 shares; 2025Q1: 212 shares; 2025Q2: 253 shares; 2025Q3: 240 shares; 2025Q4: 334 shares; 2026Q1: 336 shares 336 $19.9K <0.01% +2 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: 239 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 245 shares; 2025Q4: 62 shares; 2026Q1: 1,162 shares 1,162 $19.7K <0.01% +1,100 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 115 shares; 2025Q3: 160 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $19.6K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $19.6K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares 274 $19.3K <0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 164 shares; 2026Q1: 165 shares 165 $19.3K <0.01% +1 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 556 shares; 2026Q1: 635 shares 635 $19.2K <0.01% +79 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 19,282 shares; 2025Q1: 534 shares; 2025Q2: 169 shares; 2025Q3: 123 shares; 2025Q4: 114 shares; 2026Q1: 111 shares 111 $19.1K <0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390 shares 390 $19.1K <0.01% new 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: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 21 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 65 shares 65 $18.9K <0.01% +59 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $18.9K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $18.8K <0.01% new Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 355 shares 355 $18.8K <0.01% -136 Timeline ROG ROGERS CORP More: the full row for ROGERS 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: 150 shares; 2026Q1: 174 shares 174 $18.7K <0.01% +24 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $18.6K <0.01% new 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: 1,018 shares; 2024Q4: 26 shares; 2025Q1: 48 shares; 2025Q2: 113 shares; 2025Q3: 901 shares; 2025Q4: 1,700 shares; 2026Q1: 522 shares 522 $18.5K <0.01% -1,178 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 33 shares; 2026Q1: 152 shares 152 $18.5K <0.01% +119 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $18.5K <0.01% new Timeline TILE INTERFACE INC More: the full row for INTERFACE 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: 570 shares; 2025Q4: 647 shares; 2026Q1: 736 shares 736 $18.4K <0.01% +89 Timeline