WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,303 shares; 2025Q4: 4,028 shares; 2026Q1: 4,450 shares 4,450 $422K 0.02% +422 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,710 shares; 2025Q1: 1,795 shares; 2025Q2: 1,771 shares; 2025Q3: 1,763 shares; 2025Q4: 1,429 shares; 2026Q1: 1,779 shares 1,779 $420K 0.02% +350 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 4,345 shares; 2025Q1: 4,411 shares; 2025Q2: 4,454 shares; 2025Q3: 5,368 shares; 2025Q4: 4,533 shares; 2026Q1: 4,225 shares 4,225 $419K 0.02% -308 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares 29,000 $416K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,290 shares; 2025Q1: 1,132 shares; 2025Q2: 1,211 shares; 2025Q3: 1,555 shares; 2025Q4: 1,087 shares; 2026Q1: 1,535 shares 1,535 $416K 0.02% +448 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,181 shares; 2025Q1: 1,170 shares; 2025Q2: 1,358 shares; 2025Q3: 1,219 shares; 2025Q4: 1,418 shares; 2026Q1: 1,282 shares 1,282 $414K 0.02% -136 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 2,067 shares; 2025Q4: 1,930 shares; 2026Q1: 1,956 shares 1,956 $413K 0.02% +26 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: 10,918 shares; 2025Q1: 11,056 shares; 2025Q2: 10,449 shares; 2025Q3: 10,593 shares; 2025Q4: 9,211 shares; 2026Q1: 8,480 shares 8,480 $413K 0.02% -731 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 10,111 shares; 2025Q1: 10,111 shares; 2025Q2: 12,157 shares; 2025Q3: 12,389 shares; 2025Q4: 12,405 shares; 2026Q1: 12,409 shares 12,409 $412K 0.02% +4 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 6,953 shares; 2025Q1: 6,965 shares; 2025Q2: 8,231 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,820 shares 8,820 $412K 0.02% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: 792 shares; 2025Q3: 1,141 shares; 2025Q4: 1,257 shares; 2026Q1: 1,310 shares 1,310 $411K 0.02% +53 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,360 shares; 2025Q1: 1,363 shares; 2025Q2: 1,472 shares; 2025Q3: 1,522 shares; 2025Q4: 1,428 shares; 2026Q1: 1,544 shares 1,544 $411K 0.02% +116 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,080 shares; 2026Q1: 1,385 shares 1,385 $411K 0.02% -695 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: 202 shares; 2024Q4: 201 shares; 2025Q1: 195 shares; 2025Q2: 219 shares; 2025Q3: 229 shares; 2025Q4: 226 shares; 2026Q1: 237 shares 237 $410K 0.02% +11 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: not reported; 2025Q4: 5,386 shares; 2026Q1: 5,906 shares 5,906 $408K 0.02% +520 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: 2,404 shares; 2025Q3: 4,086 shares; 2025Q4: 3,956 shares; 2026Q1: 3,714 shares 3,714 $407K 0.02% -242 Timeline ISCV 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: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 6,004 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares 5,848 $406K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 12,142 shares; 2025Q1: 10,962 shares; 2025Q2: 9,092 shares; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares; 2026Q1: 8,465 shares 8,465 $405K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,797 shares; 2025Q1: 3,009 shares; 2025Q2: 2,986 shares; 2025Q3: 3,057 shares; 2025Q4: 3,173 shares; 2026Q1: 3,194 shares 3,194 $404K 0.02% +21 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,643 shares; 2025Q2: 8,833 shares; 2025Q3: 8,857 shares; 2025Q4: 10,574 shares; 2026Q1: 8,222 shares 8,222 $403K 0.02% -2,352 Timeline PID 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: 17,002 shares; 2024Q4: 17,010 shares; 2025Q1: 17,024 shares; 2025Q2: 17,044 shares; 2025Q3: 18,066 shares; 2025Q4: 18,080 shares; 2026Q1: 18,104 shares 18,104 $403K 0.02% +24 Timeline TIER T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,280 shares; 2025Q4: 13,709 shares; 2026Q1: 14,122 shares 14,122 $402K 0.02% +413 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,321 shares; 2024Q4: 12,330 shares; 2025Q1: 5,630 shares; 2025Q2: 4,298 shares; 2025Q3: 4,756 shares; 2025Q4: 3,960 shares; 2026Q1: 4,445 shares 4,445 $402K 0.02% +485 Timeline MGV 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: 1,845 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,756 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $400K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 748 shares; 2025Q1: 719 shares; 2025Q2: 713 shares; 2025Q3: 883 shares; 2025Q4: 904 shares; 2026Q1: 898 shares 898 $399K 0.02% -6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: 225 shares; 2025Q2: 224 shares; 2025Q3: 278 shares; 2025Q4: 310 shares; 2026Q1: 363 shares 363 $395K 0.02% +53 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,083 shares; 2025Q2: 5,532 shares; 2025Q3: 5,818 shares; 2025Q4: 5,753 shares; 2026Q1: 5,683 shares 5,683 $395K 0.02% -70 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 98 shares; 2025Q1: 105 shares; 2025Q2: 99 shares; 2025Q3: 116 shares; 2025Q4: 118 shares; 2026Q1: 117 shares 117 $394K 0.02% -1 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,605 shares; 2025Q1: 2,606 shares; 2025Q2: 2,607 shares; 2025Q3: 2,701 shares; 2025Q4: 2,781 shares; 2026Q1: 2,782 shares 2,782 $393K 0.02% +1 Timeline SMOT 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: 17,702 shares; 2024Q4: 17,727 shares; 2025Q1: 17,727 shares; 2025Q2: 14,489 shares; 2025Q3: 14,114 shares; 2025Q4: 11,771 shares; 2026Q1: 11,177 shares 11,177 $393K 0.02% -594 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 6,599 shares; 2025Q1: not reported; 2025Q2: 6,063 shares; 2025Q3: 5,121 shares; 2025Q4: 6,030 shares; 2026Q1: 7,103 shares 7,103 $392K 0.02% +1,073 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares 17,750 $392K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,978 shares; 2026Q1: 5,187 shares 5,187 $391K 0.02% +209 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,257 shares 26,257 $390K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 417 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 528 shares; 2026Q1: 904 shares 904 $385K 0.02% +376 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,910 shares 5,910 $384K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,460 shares; 2025Q1: 10,860 shares; 2025Q2: 8,095 shares; 2025Q3: 7,920 shares; 2025Q4: 8,372 shares; 2026Q1: 7,698 shares 7,698 $384K 0.02% -674 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,367 shares; 2025Q2: 9,187 shares; 2025Q3: 8,972 shares; 2025Q4: 7,182 shares; 2026Q1: 8,897 shares 8,897 $384K 0.02% +1,715 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,267 shares; 2025Q1: 3,156 shares; 2025Q2: 3,211 shares; 2025Q3: 3,324 shares; 2025Q4: 2,790 shares; 2026Q1: 2,721 shares 2,721 $384K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,617 shares; 2025Q4: 6,335 shares; 2026Q1: 6,393 shares 6,393 $383K 0.02% +58 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,783 shares; 2025Q2: 2,300 shares; 2025Q3: 2,211 shares; 2025Q4: 2,288 shares; 2026Q1: 2,433 shares 2,433 $383K 0.02% +145 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: 2,614 shares; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,616 shares; 2025Q3: 2,616 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares 2,617 $382K 0.02% 0 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,422 shares; 2025Q2: 10,963 shares; 2025Q3: 11,018 shares; 2025Q4: 10,691 shares; 2026Q1: 11,317 shares 11,317 $378K 0.02% +626 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,028 shares; 2025Q1: 4,993 shares; 2025Q2: 4,933 shares; 2025Q3: 4,946 shares; 2025Q4: 4,636 shares; 2026Q1: 4,785 shares 4,785 $376K 0.02% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 3,086 shares; 2026Q1: 2,875 shares 2,875 $373K 0.02% -211 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: 2,270 shares; 2024Q4: 2,288 shares; 2025Q1: 2,366 shares; 2025Q2: 2,431 shares; 2025Q3: 2,533 shares; 2025Q4: 3,108 shares; 2026Q1: 5,033 shares 5,033 $372K 0.02% +1,925 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,205 shares 11,205 $372K 0.02% new Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,149 shares 14,149 $369K 0.02% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 6,545 shares; 2025Q4: 6,681 shares; 2026Q1: 7,108 shares 7,108 $369K 0.02% +427 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: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares; 2026Q1: 950 shares 950 $369K 0.02% -640 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 7,733 shares; 2025Q1: 7,683 shares; 2025Q2: 7,358 shares; 2025Q3: 7,539 shares; 2025Q4: 6,254 shares; 2026Q1: 6,254 shares 6,254 $366K 0.02% 0 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: 5,922 shares; 2024Q4: 6,076 shares; 2025Q1: 6,223 shares; 2025Q2: 6,287 shares; 2025Q3: 6,363 shares; 2025Q4: 6,381 shares; 2026Q1: 6,399 shares 6,399 $366K 0.02% +18 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: 4,218 shares; 2024Q4: 3,676 shares; 2025Q1: not reported; 2025Q2: 4,091 shares; 2025Q3: 4,373 shares; 2025Q4: 6,884 shares; 2026Q1: 5,490 shares 5,490 $365K 0.02% -1,394 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,365 shares; 2025Q1: 6,486 shares; 2025Q2: 5,924 shares; 2025Q3: 5,924 shares; 2025Q4: 5,691 shares; 2026Q1: 7,593 shares 7,593 $365K 0.02% +1,902 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 6,397 shares; 2025Q1: 4,610 shares; 2025Q2: 5,645 shares; 2025Q3: 6,774 shares; 2025Q4: 7,555 shares; 2026Q1: 6,865 shares 6,865 $363K 0.02% -690 Timeline JPEF 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: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares; 2026Q1: 4,973 shares 4,973 $357K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,261 shares; 2025Q1: 6,261 shares; 2025Q2: 4,262 shares; 2025Q3: 4,263 shares; 2025Q4: 8,527 shares; 2026Q1: 8,529 shares 8,529 $355K 0.02% +2 Timeline VBK 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: 838 shares; 2024Q4: 839 shares; 2025Q1: 848 shares; 2025Q2: 838 shares; 2025Q3: 1,104 shares; 2025Q4: 1,204 shares; 2026Q1: 1,176 shares 1,176 $355K 0.02% -28 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 7,283 shares; 2025Q1: 7,115 shares; 2025Q2: 6,920 shares; 2025Q3: 6,331 shares; 2025Q4: 6,704 shares; 2026Q1: 6,547 shares 6,547 $353K 0.02% -157 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 7,118 shares; 2025Q1: 8,113 shares; 2025Q2: 7,838 shares; 2025Q3: 7,499 shares; 2025Q4: 5,896 shares; 2026Q1: 5,514 shares 5,514 $351K 0.02% -382 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,663 shares; 2026Q1: 4,663 shares 4,663 $350K 0.02% 0 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: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,305 shares; 2026Q1: 1,239 shares 1,239 $349K 0.02% -66 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 1,731 shares; 2026Q1: 1,743 shares 1,743 $349K 0.02% +12 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,122 shares; 2026Q1: 14,009 shares 14,009 $341K 0.02% -113 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: 4,592 shares; 2024Q4: 4,899 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,554 shares; 2025Q4: 4,036 shares; 2026Q1: 3,840 shares 3,840 $341K 0.02% -196 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,423 shares; 2024Q4: 29,774 shares; 2025Q1: 27,925 shares; 2025Q2: 28,921 shares; 2025Q3: 23,215 shares; 2025Q4: 23,259 shares; 2026Q1: 25,159 shares 25,159 $340K 0.02% +1,900 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,495 shares; 2025Q1: 1,392 shares; 2025Q2: 1,405 shares; 2025Q3: 1,543 shares; 2025Q4: 1,436 shares; 2026Q1: 1,738 shares 1,738 $340K 0.02% +302 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,975 shares; 2025Q1: 6,840 shares; 2025Q2: 7,272 shares; 2025Q3: 6,781 shares; 2025Q4: 5,760 shares; 2026Q1: 4,498 shares 4,498 $338K 0.02% -1,262 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,746 shares; 2025Q1: 2,743 shares; 2025Q2: 2,721 shares; 2025Q3: 2,795 shares; 2025Q4: 3,247 shares; 2026Q1: 3,755 shares 3,755 $338K 0.02% +508 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,715 shares; 2025Q1: 2,329 shares; 2025Q2: 2,263 shares; 2025Q3: 2,139 shares; 2025Q4: 2,176 shares; 2026Q1: 1,619 shares 1,619 $336K 0.02% -557 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,340 shares 10,340 $335K 0.02% new 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: 5,557 shares; 2024Q4: 5,507 shares; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,177 shares; 2025Q4: 3,281 shares; 2026Q1: 3,081 shares 3,081 $335K 0.02% -200 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,088 shares 12,088 $334K 0.02% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,056 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares; 2026Q1: 5,592 shares 5,592 $334K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 801 shares; 2025Q1: 777 shares; 2025Q2: 772 shares; 2025Q3: 818 shares; 2025Q4: 866 shares; 2026Q1: 748 shares 748 $334K 0.02% -118 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 868 shares; 2025Q2: 756 shares; 2025Q3: 850 shares; 2025Q4: 746 shares; 2026Q1: 925 shares 925 $332K 0.02% +179 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,415 shares; 2026Q1: 5,415 shares 5,415 $332K 0.02% 0 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: 2,221 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 2,140 shares; 2025Q3: 2,150 shares; 2025Q4: 1,901 shares; 2026Q1: 1,957 shares 1,957 $330K 0.02% +56 Timeline RSPG 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: 3,389 shares; 2024Q4: 3,403 shares; 2025Q1: 3,096 shares; 2025Q2: 3,016 shares; 2025Q3: 2,980 shares; 2025Q4: 3,073 shares; 2026Q1: 3,002 shares 3,002 $329K 0.02% -71 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,965 shares 6,965 $327K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 13,396 shares; 2025Q1: 10,762 shares; 2025Q2: 11,382 shares; 2025Q3: 13,690 shares; 2025Q4: 14,480 shares; 2026Q1: 13,749 shares 13,749 $327K 0.02% -731 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 6,978 shares; 2025Q1: 7,076 shares; 2025Q2: 9,242 shares; 2025Q3: 10,590 shares; 2025Q4: 8,310 shares; 2026Q1: 8,844 shares 8,844 $327K 0.02% +534 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 4,177 shares; 2025Q1: 3,386 shares; 2025Q2: 3,217 shares; 2025Q3: 3,095 shares; 2025Q4: 3,493 shares; 2026Q1: 3,581 shares 3,581 $326K 0.02% +88 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,227 shares; 2025Q1: 7,964 shares; 2025Q2: 7,981 shares; 2025Q3: 6,677 shares; 2025Q4: 6,679 shares; 2026Q1: 6,682 shares 6,682 $326K 0.02% +3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,712 shares; 2025Q3: 14,246 shares; 2025Q4: 18,152 shares; 2026Q1: 18,892 shares 18,892 $326K 0.02% +740 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,603 shares; 2025Q1: 1,381 shares; 2025Q2: 1,438 shares; 2025Q3: 1,532 shares; 2025Q4: 1,498 shares; 2026Q1: 1,551 shares 1,551 $326K 0.02% +53 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: 6,262 shares; 2024Q4: 6,274 shares; 2025Q1: 6,285 shares; 2025Q2: 6,119 shares; 2025Q3: 6,129 shares; 2025Q4: 6,142 shares; 2026Q1: 6,149 shares 6,149 $323K 0.02% +7 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,962 shares; 2025Q4: 5,753 shares; 2026Q1: 7,398 shares 7,398 $323K 0.02% +1,645 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,652 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares; 2026Q1: 8,877 shares 8,877 $321K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,875 shares; 2025Q1: 4,222 shares; 2025Q2: 4,826 shares; 2025Q3: 4,769 shares; 2025Q4: 4,746 shares; 2026Q1: 4,726 shares 4,726 $319K 0.02% -20 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $318K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 466 shares; 2026Q1: 431 shares 431 $318K 0.02% -35 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,851 shares; 2025Q4: 3,992 shares; 2026Q1: 4,398 shares 4,398 $318K 0.02% +406 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,763 shares; 2025Q2: 2,894 shares; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 3,888 shares 3,888 $318K 0.02% +1,052 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares 2,281 $316K 0.02% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,892 shares; 2025Q1: not reported; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,798 shares 2,798 $315K 0.02% -125 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET 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: 1,868 shares; 2026Q1: 2,155 shares 2,155 $314K 0.02% +287 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 1,143 shares; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $314K 0.02% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,710 shares; 2025Q3: 5,472 shares; 2025Q4: 6,411 shares; 2026Q1: 6,047 shares 6,047 $314K 0.02% -364 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: not reported; 2024Q4: 2,145 shares; 2025Q1: 2,067 shares; 2025Q2: 2,363 shares; 2025Q3: 1,997 shares; 2025Q4: 2,736 shares; 2026Q1: 2,703 shares 2,703 $313K 0.02% -33 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: 5,479 shares; 2024Q4: 5,819 shares; 2025Q1: 6,122 shares; 2025Q2: 5,530 shares; 2025Q3: 7,032 shares; 2025Q4: 7,040 shares; 2026Q1: 6,156 shares 6,156 $312K 0.02% -884 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,776 shares; 2025Q1: 6,559 shares; 2025Q2: 6,499 shares; 2025Q3: 5,910 shares; 2025Q4: 6,334 shares; 2026Q1: 6,536 shares 6,536 $310K 0.02% +202 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,857 shares; 2025Q1: 1,516 shares; 2025Q2: 1,484 shares; 2025Q3: 1,944 shares; 2025Q4: 1,882 shares; 2026Q1: 1,970 shares 1,970 $310K 0.02% +88 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: 5,648 shares; 2024Q4: 6,498 shares; 2025Q1: 5,638 shares; 2025Q2: 5,688 shares; 2025Q3: 5,753 shares; 2025Q4: 4,895 shares; 2026Q1: 4,253 shares 4,253 $309K 0.02% -642 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,761 shares; 2025Q1: 1,918 shares; 2025Q2: 2,122 shares; 2025Q3: 2,566 shares; 2025Q4: 2,428 shares; 2026Q1: 2,134 shares 2,134 $309K 0.02% -294 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: 5,223 shares; 2024Q4: 5,249 shares; 2025Q1: 5,071 shares; 2025Q2: 4,823 shares; 2025Q3: 5,499 shares; 2025Q4: 4,651 shares; 2026Q1: 4,319 shares 4,319 $305K 0.02% -332 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: not reported; 2026Q1: 4,007 shares 4,007 $305K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,621 shares; 2025Q1: 2,977 shares; 2025Q2: 2,750 shares; 2025Q3: 2,806 shares; 2025Q4: 2,565 shares; 2026Q1: 4,859 shares 4,859 $305K 0.02% +2,294 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 11,244 shares; 2025Q1: 11,244 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares; 2025Q4: 11,244 shares; 2026Q1: 11,244 shares 11,244 $305K 0.02% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 6,430 shares; 2025Q3: 3,970 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares 4,035 $303K 0.02% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 2,459 shares; 2026Q1: 2,736 shares 2,736 $303K 0.02% +277 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,238 shares 2,238 $303K 0.02% new 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: 957 shares; 2024Q4: 883 shares; 2025Q1: 956 shares; 2025Q2: 1,227 shares; 2025Q3: 938 shares; 2025Q4: 1,101 shares; 2026Q1: 1,261 shares 1,261 $302K 0.02% +160 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,057 shares; 2026Q1: 9,187 shares 9,187 $301K 0.02% -1,870 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: not reported; 2024Q4: 8,274 shares; 2025Q1: 7,246 shares; 2025Q2: not reported; 2025Q3: 8,743 shares; 2025Q4: 10,594 shares; 2026Q1: 8,507 shares 8,507 $299K 0.02% -2,087 Timeline JMUB 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: 14,860 shares; 2024Q4: 14,860 shares; 2025Q1: 13,360 shares; 2025Q2: 6,165 shares; 2025Q3: 6,085 shares; 2025Q4: 6,075 shares; 2026Q1: 5,975 shares 5,975 $299K 0.02% -100 Timeline USSH 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: 14,591 shares; 2024Q4: 8,251 shares; 2025Q1: 5,963 shares; 2025Q2: 5,903 shares; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares; 2026Q1: 5,903 shares 5,903 $298K 0.02% 0 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: 3,581 shares; 2026Q1: 3,278 shares 3,278 $298K 0.02% -303 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,270 shares; 2025Q4: 1,233 shares; 2026Q1: 1,294 shares 1,294 $298K 0.02% +61 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,326 shares; 2025Q1: 4,326 shares; 2025Q2: 4,336 shares; 2025Q3: 4,336 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares 4,348 $298K 0.02% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,020 shares; 2025Q1: 9,760 shares; 2025Q2: 5,223 shares; 2025Q3: 5,223 shares; 2025Q4: 6,614 shares; 2026Q1: 6,591 shares 6,591 $297K 0.02% -23 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,608 shares; 2025Q2: 14,438 shares; 2025Q3: 17,327 shares; 2025Q4: 15,904 shares; 2026Q1: 15,503 shares 15,503 $297K 0.02% -401 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: 476 shares; 2024Q4: 545 shares; 2025Q1: 529 shares; 2025Q2: 531 shares; 2025Q3: 515 shares; 2025Q4: 676 shares; 2026Q1: 683 shares 683 $296K 0.02% +7 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 476 shares; 2025Q4: 862 shares; 2026Q1: 871 shares 871 $295K 0.02% +9 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,068 shares; 2026Q1: 2,620 shares 2,620 $294K 0.02% -448 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: 2,343 shares; 2024Q4: 2,381 shares; 2025Q1: 1,671 shares; 2025Q2: 2,941 shares; 2025Q3: 3,631 shares; 2025Q4: 2,656 shares; 2026Q1: 1,996 shares 1,996 $292K 0.02% -660 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 6,112 shares 6,112 $292K 0.02% +868 Timeline CSSD COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 11,637 shares 11,637 $291K 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 494 shares 494 $291K 0.02% +113 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: not reported; 2026Q1: 454 shares 454 $288K 0.02% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 371 shares; 2026Q1: 421 shares 421 $287K 0.02% +50 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,456 shares; 2025Q1: 2,614 shares; 2025Q2: 2,726 shares; 2025Q3: 2,727 shares; 2025Q4: 2,854 shares; 2026Q1: 2,835 shares 2,835 $285K 0.02% -19 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,657 shares; 2025Q3: 1,392 shares; 2025Q4: 1,580 shares; 2026Q1: 1,389 shares 1,389 $284K 0.02% -191 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,260 shares; 2025Q4: 6,305 shares; 2026Q1: 6,700 shares 6,700 $282K 0.02% +395 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,393 shares 11,393 $281K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 923 shares 923 $281K 0.02% +176 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: 904 shares; 2024Q4: 793 shares; 2025Q1: 690 shares; 2025Q2: 666 shares; 2025Q3: 766 shares; 2025Q4: 783 shares; 2026Q1: 717 shares 717 $280K 0.02% -66 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: 1,307 shares 1,307 $277K 0.02% -358 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: not reported; 2026Q1: 503 shares 503 $276K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 605 shares; 2025Q1: 604 shares; 2025Q2: 588 shares; 2025Q3: 510 shares; 2025Q4: 604 shares; 2026Q1: 632 shares 632 $276K 0.02% +28 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 5,565 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares 5,885 $275K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: 2,469 shares; 2025Q4: 2,925 shares; 2026Q1: 2,919 shares 2,919 $275K 0.02% -6 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,197 shares; 2025Q1: 7,359 shares; 2025Q2: 7,386 shares; 2025Q3: 7,464 shares; 2025Q4: 6,820 shares; 2026Q1: 6,870 shares 6,870 $273K 0.02% +50 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,534 shares 3,534 $273K 0.02% new Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL 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: not reported; 2025Q2: 5,588 shares; 2025Q3: 5,584 shares; 2025Q4: 5,610 shares; 2026Q1: 5,611 shares 5,611 $272K 0.02% +1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 1,044 shares; 2025Q4: 1,058 shares; 2026Q1: 994 shares 994 $271K 0.02% -64 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 1,990 shares; 2025Q1: 2,023 shares; 2025Q2: 2,927 shares; 2025Q3: 2,876 shares; 2025Q4: 2,255 shares; 2026Q1: 2,288 shares 2,288 $270K 0.02% +33 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 7,428 shares; 2025Q1: 8,190 shares; 2025Q2: 8,194 shares; 2025Q3: 7,572 shares; 2025Q4: 5,155 shares; 2026Q1: 5,163 shares 5,163 $270K 0.02% +8 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 15,939 shares; 2025Q1: 20,497 shares; 2025Q2: 24,771 shares; 2025Q3: 22,083 shares; 2025Q4: 22,098 shares; 2026Q1: 11,153 shares 11,153 $264K 0.01% -10,945 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,053 shares 1,053 $264K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 12,958 shares; 2025Q1: 13,519 shares; 2025Q2: 12,424 shares; 2025Q3: 13,109 shares; 2025Q4: 15,531 shares; 2026Q1: 13,732 shares 13,732 $264K 0.01% -1,799 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 700 shares; 2026Q1: 823 shares 823 $264K 0.01% +123 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: 9,175 shares; 2024Q4: 9,384 shares; 2025Q1: 7,610 shares; 2025Q2: 8,816 shares; 2025Q3: 8,875 shares; 2025Q4: 9,025 shares; 2026Q1: 11,728 shares 11,728 $264K 0.01% +2,703 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 759 shares; 2026Q1: 948 shares 948 $264K 0.01% +189 Timeline TMED T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $263K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 6,995 shares; 2025Q1: 6,995 shares; 2025Q2: 6,995 shares; 2025Q3: 6,995 shares; 2025Q4: 6,995 shares; 2026Q1: 6,995 shares 6,995 $262K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: 5,255 shares; 2026Q1: 4,790 shares 4,790 $262K 0.01% -465 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $261K 0.01% new Timeline VEU 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: 3,298 shares; 2025Q2: 3,220 shares; 2025Q3: 3,229 shares; 2025Q4: 3,468 shares; 2026Q1: 3,470 shares 3,470 $261K 0.01% +2 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: 17,410 shares; 2024Q4: 17,410 shares; 2025Q1: 16,310 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 5,196 shares; 2026Q1: 5,196 shares 5,196 $260K 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: 2,136 shares; 2024Q4: 2,688 shares; 2025Q1: 2,930 shares; 2025Q2: 2,966 shares; 2025Q3: 3,771 shares; 2025Q4: 4,416 shares; 2026Q1: 3,211 shares 3,211 $257K 0.01% -1,205 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $256K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 964 shares 964 $256K 0.01% -527 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,089 shares; 2026Q1: 998 shares 998 $254K 0.01% -91 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares 668 $254K 0.01% new 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: 4,078 shares; 2024Q4: 4,891 shares; 2025Q1: 4,209 shares; 2025Q2: 3,439 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,924 shares 3,924 $254K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,396 shares; 2025Q1: 2,398 shares; 2025Q2: 1,929 shares; 2025Q3: 1,932 shares; 2025Q4: 1,923 shares; 2026Q1: 1,912 shares 1,912 $253K 0.01% -11 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 2,467 shares; 2026Q1: 2,364 shares 2,364 $252K 0.01% -103 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 11,187 shares; 2025Q1: 11,434 shares; 2025Q2: 12,711 shares; 2025Q3: 17,641 shares; 2025Q4: 14,771 shares; 2026Q1: 14,642 shares 14,642 $252K 0.01% -129 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,440 shares 6,440 $251K 0.01% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares; 2025Q4: 2,710 shares; 2026Q1: 2,584 shares 2,584 $251K 0.01% -126 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,623 shares; 2026Q1: 13,335 shares 13,335 $250K 0.01% +2,712 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,122 shares; 2026Q1: 1,155 shares 1,155 $250K 0.01% +33 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,882 shares 1,882 $249K 0.01% new 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: 890 shares; 2024Q4: 890 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 780 shares 780 $248K 0.01% -70 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: not reported; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,684 shares; 2025Q4: 5,766 shares; 2026Q1: 5,308 shares 5,308 $248K 0.01% -458 Timeline JAVA 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: not reported; 2025Q4: not reported; 2026Q1: 3,445 shares 3,445 $247K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,147 shares 3,147 $247K 0.01% -55 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 5,310 shares 5,310 $247K 0.01% +631 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,197 shares; 2025Q1: 3,191 shares; 2025Q2: 3,131 shares; 2025Q3: 3,974 shares; 2025Q4: 3,163 shares; 2026Q1: 2,894 shares 2,894 $246K 0.01% -269 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 3,658 shares; 2025Q3: not reported; 2025Q4: 8,954 shares; 2026Q1: 7,668 shares 7,668 $245K 0.01% -1,286 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,741 shares; 2025Q1: 26,292 shares; 2025Q2: 26,320 shares; 2025Q3: 26,347 shares; 2025Q4: 28,671 shares; 2026Q1: 29,748 shares 29,748 $245K 0.01% +1,077 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,768 shares; 2025Q4: 3,788 shares; 2026Q1: 3,673 shares 3,673 $243K 0.01% -115 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 11,134 shares; 2025Q1: not reported; 2025Q2: 10,788 shares; 2025Q3: not reported; 2025Q4: 12,968 shares; 2026Q1: 8,839 shares 8,839 $243K 0.01% -4,129 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares; 2025Q4: 11,395 shares; 2026Q1: 14,364 shares 14,364 $243K 0.01% +2,969 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,536 shares; 2026Q1: 1,838 shares 1,838 $242K 0.01% +302 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares; 2026Q1: 3,341 shares 3,341 $242K 0.01% +569 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,002 shares; 2025Q1: 8,902 shares; 2025Q2: 8,902 shares; 2025Q3: 8,902 shares; 2025Q4: 9,262 shares; 2026Q1: 8,642 shares 8,642 $242K 0.01% -620 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares 751 $242K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,707 shares; 2024Q4: 15,230 shares; 2025Q1: 17,176 shares; 2025Q2: 14,734 shares; 2025Q3: 13,683 shares; 2025Q4: 14,287 shares; 2026Q1: 16,042 shares 16,042 $241K 0.01% +1,755 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $241K 0.01% 0 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: 4,197 shares; 2024Q4: 5,197 shares; 2025Q1: 4,197 shares; 2025Q2: 5,197 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $238K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,585 shares; 2026Q1: 2,712 shares 2,712 $237K 0.01% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 400 shares 400 $237K 0.01% -72 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: 1,354 shares; 2024Q4: 1,207 shares; 2025Q1: 1,316 shares; 2025Q2: 1,521 shares; 2025Q3: 1,121 shares; 2025Q4: 1,010 shares; 2026Q1: 1,013 shares 1,013 $236K 0.01% +3 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 1,707 shares; 2025Q2: 1,552 shares; 2025Q3: 1,431 shares; 2025Q4: 1,455 shares; 2026Q1: 1,565 shares 1,565 $236K 0.01% +110 Timeline EWJ 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: 2,691 shares; 2025Q3: 2,740 shares; 2025Q4: 2,555 shares; 2026Q1: 2,791 shares 2,791 $236K 0.01% +236 Timeline HELO 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: not reported; 2025Q4: 3,686 shares; 2026Q1: 3,688 shares 3,688 $236K 0.01% +2 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,470 shares; 2025Q1: 8,170 shares; 2025Q2: 3,920 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,330 shares 2,330 $236K 0.01% -10 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $234K 0.01% 0 Timeline HAWX 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: 5,771 shares; 2025Q4: 5,731 shares; 2026Q1: 5,731 shares 5,731 $234K 0.01% 0 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: 2,919 shares; 2024Q4: 2,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 3,092 shares; 2026Q1: 2,410 shares 2,410 $234K 0.01% -682 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: not reported; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 8,302 shares; 2025Q4: 8,231 shares; 2026Q1: 8,231 shares 8,231 $234K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares 733 $234K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM 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: 714 shares; 2025Q4: 690 shares; 2026Q1: 707 shares 707 $234K 0.01% +17 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 4,476 shares; 2026Q1: 4,516 shares 4,516 $234K 0.01% +40 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,604 shares 1,604 $233K 0.01% +110 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 1,421 shares 1,421 $233K 0.01% +20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,990 shares; 2025Q4: 2,992 shares; 2026Q1: 3,024 shares 3,024 $230K 0.01% +32 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: not reported; 2025Q1: 5,103 shares; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares; 2026Q1: 5,128 shares 5,128 $229K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,557 shares; 2025Q2: not reported; 2025Q3: 4,318 shares; 2025Q4: 5,291 shares; 2026Q1: 4,739 shares 4,739 $228K 0.01% -552 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 2,283 shares 2,283 $226K 0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares 755 $225K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,973 shares 2,973 $224K 0.01% new Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $224K 0.01% new 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: 4,780 shares; 2024Q4: 5,147 shares; 2025Q1: 4,652 shares; 2025Q2: 5,162 shares; 2025Q3: 5,170 shares; 2025Q4: 5,552 shares; 2026Q1: 4,932 shares 4,932 $223K 0.01% -620 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares; 2026Q1: 2,590 shares 2,590 $223K 0.01% -50 Timeline CCNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,549 shares 5,549 $223K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,039 shares; 2026Q1: 2,559 shares 2,559 $222K 0.01% +520 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,753 shares; 2026Q1: 3,548 shares 3,548 $222K 0.01% -205 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,757 shares; 2025Q1: 3,411 shares; 2025Q2: 2,959 shares; 2025Q3: 3,341 shares; 2025Q4: not reported; 2026Q1: 3,940 shares 3,940 $220K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,852 shares; 2025Q4: 4,852 shares; 2026Q1: 4,852 shares 4,852 $220K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,947 shares; 2025Q1: 7,109 shares; 2025Q2: 3,135 shares; 2025Q3: 2,530 shares; 2025Q4: 2,827 shares; 2026Q1: 2,698 shares 2,698 $219K 0.01% -129 Timeline JIVE 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: not reported; 2025Q4: not reported; 2026Q1: 2,556 shares 2,556 $219K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,029 shares; 2025Q1: 5,116 shares; 2025Q2: 4,992 shares; 2025Q3: 4,964 shares; 2025Q4: 4,962 shares; 2026Q1: 4,339 shares 4,339 $219K 0.01% -623 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 1,706 shares 1,706 $217K 0.01% -747 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,705 shares; 2026Q1: 2,561 shares 2,561 $217K 0.01% -144 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,355 shares; 2024Q4: 28,425 shares; 2025Q1: 28,366 shares; 2025Q2: 28,351 shares; 2025Q3: 28,386 shares; 2025Q4: 28,393 shares; 2026Q1: 29,637 shares 29,637 $217K 0.01% +1,244 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,550 shares 2,550 $217K 0.01% +220 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 565 shares 565 $216K 0.01% -19 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,855 shares; 2026Q1: 1,573 shares 1,573 $216K 0.01% -282 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,680 shares; 2026Q1: 1,427 shares 1,427 $214K 0.01% -253 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,485 shares 6,485 $214K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,425 shares 3,425 $214K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares; 2026Q1: 1,733 shares 1,733 $214K 0.01% -300 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,333 shares 9,333 $213K 0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,912 shares 1,912 $212K 0.01% -18 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,665 shares 5,665 $211K 0.01% new Timeline AGG 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: 281,910 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 2,099 shares; 2025Q4: 2,118 shares; 2026Q1: 2,120 shares 2,120 $210K 0.01% +2 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,847 shares; 2026Q1: 3,848 shares 3,848 $210K 0.01% +1 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,933 shares; 2025Q4: 1,968 shares; 2026Q1: 1,558 shares 1,558 $210K 0.01% -410 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,281 shares; 2026Q1: 1,286 shares 1,286 $209K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,456 shares 1,456 $209K 0.01% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares 3,771 $208K 0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 4,591 shares; 2025Q2: 4,154 shares; 2025Q3: 3,944 shares; 2025Q4: 4,221 shares; 2026Q1: 3,884 shares 3,884 $208K 0.01% -337 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares; 2026Q1: 1,338 shares 1,338 $208K 0.01% -24 Timeline RDIV 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: 3,720 shares 3,720 $207K 0.01% new Timeline ANEW 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares; 2025Q2: 7,530 shares; 2025Q3: 5,358 shares; 2025Q4: 5,358 shares; 2026Q1: 4,555 shares 4,555 $207K 0.01% -803 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 17,184 shares; 2025Q1: 13,244 shares; 2025Q2: 12,774 shares; 2025Q3: 10,220 shares; 2025Q4: 9,346 shares; 2026Q1: 8,205 shares 8,205 $206K 0.01% -1,141 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: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,856 shares; 2025Q4: 3,311 shares; 2026Q1: 2,973 shares 2,973 $206K 0.01% -338 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 7,366 shares; 2025Q1: 7,524 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,151 shares 6,151 $206K 0.01% new Timeline PSCM 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: 2,070 shares 2,070 $205K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,617 shares; 2025Q1: 3,898 shares; 2025Q2: 3,468 shares; 2025Q3: 3,092 shares; 2025Q4: 3,081 shares; 2026Q1: 3,256 shares 3,256 $204K 0.01% +175 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,487 shares; 2026Q1: 3,500 shares 3,500 $204K 0.01% +13 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,378 shares 4,378 $202K 0.01% new Timeline RWK 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: 1,638 shares; 2025Q4: not reported; 2026Q1: 1,572 shares 1,572 $202K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,390 shares; 2026Q1: 7,646 shares 7,646 $201K 0.01% +256 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares 3,003 $201K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 1,829 shares 1,829 $201K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 714 shares; 2025Q4: 885 shares; 2026Q1: 730 shares 730 $201K 0.01% -155 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: not reported; 2025Q3: not reported; 2025Q4: 2,619 shares; 2026Q1: 2,619 shares 2,619 $200K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,707 shares; 2025Q3: 3,953 shares; 2025Q4: 4,673 shares; 2026Q1: 4,855 shares 4,855 $200K 0.01% +182 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 17,016 shares 17,016 $192K 0.01% +16 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,720 shares; 2025Q1: 17,333 shares; 2025Q2: 16,861 shares; 2025Q3: 17,088 shares; 2025Q4: 17,864 shares; 2026Q1: 17,724 shares 17,724 $189K 0.01% -140 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,532 shares; 2024Q4: 16,532 shares; 2025Q1: 16,637 shares; 2025Q2: 16,640 shares; 2025Q3: 16,642 shares; 2025Q4: 16,644 shares; 2026Q1: 16,646 shares 16,646 $186K 0.01% +2 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: 40,696 shares; 2025Q1: 40,696 shares; 2025Q2: 40,696 shares; 2025Q3: 40,696 shares; 2025Q4: 40,696 shares; 2026Q1: 40,696 shares 40,696 $183K 0.01% 0 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 17,035 shares; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares 12,650 $182K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 17,131 shares; 2025Q1: 15,209 shares; 2025Q2: 17,338 shares; 2025Q3: 18,678 shares; 2025Q4: 19,699 shares; 2026Q1: 18,681 shares 18,681 $177K 0.01% -1,018 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 15,599 shares; 2025Q1: 13,584 shares; 2025Q2: 13,584 shares; 2025Q3: 13,620 shares; 2025Q4: 13,627 shares; 2026Q1: 13,633 shares 13,633 $176K 0.01% +6 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,234 shares; 2025Q1: 15,361 shares; 2025Q2: 15,370 shares; 2025Q3: 16,073 shares; 2025Q4: 16,428 shares; 2026Q1: 18,005 shares 18,005 $169K 0.01% +1,577 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,210 shares; 2025Q3: 13,157 shares; 2025Q4: 13,176 shares; 2026Q1: 12,192 shares 12,192 $161K 0.01% -984 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON 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: 10,076 shares; 2025Q4: 12,194 shares; 2026Q1: 10,188 shares 10,188 $159K 0.01% -2,006 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 10,527 shares; 2025Q1: 10,527 shares; 2025Q2: 10,527 shares; 2025Q3: 10,527 shares; 2025Q4: 10,527 shares; 2026Q1: 10,527 shares 10,527 $155K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 11,617 shares; 2025Q1: 11,671 shares; 2025Q2: 13,925 shares; 2025Q3: 13,987 shares; 2025Q4: 14,049 shares; 2026Q1: 13,685 shares 13,685 $141K 0.01% -364 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: 30,300 shares; 2024Q4: 30,300 shares; 2025Q1: 31,300 shares; 2025Q2: 31,300 shares; 2025Q3: 31,300 shares; 2025Q4: 31,300 shares; 2026Q1: 11,995 shares 11,995 $133K 0.01% -19,305 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $130K 0.01% 0 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 10,019 shares; 2025Q1: 10,017 shares; 2025Q2: 10,082 shares; 2025Q3: 10,217 shares; 2025Q4: 10,216 shares; 2026Q1: 10,245 shares 10,245 $119K 0.01% +29 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,526 shares; 2024Q4: 27,955 shares; 2025Q1: 25,605 shares; 2025Q2: 26,612 shares; 2025Q3: 27,415 shares; 2025Q4: 22,884 shares; 2026Q1: 30,408 shares 30,408 $114K 0.01% +7,524 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,134 shares 11,134 $112K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,844 shares; 2025Q1: 13,886 shares; 2025Q2: 13,305 shares; 2025Q3: 11,953 shares; 2025Q4: 12,028 shares; 2026Q1: 10,045 shares 10,045 $110K 0.01% -1,983 Timeline REGS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,443 shares 10,443 $102K 0.01% new Timeline SPRU SPRUCE POWER HOLDING CORP More: the full row for SPRUCE POWER HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,137 shares; 2024Q4: 24,137 shares; 2025Q1: 24,137 shares; 2025Q2: 24,137 shares; 2025Q3: 24,137 shares; 2025Q4: 24,137 shares; 2026Q1: 24,137 shares 24,137 $99K 0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 13,310 shares; 2025Q3: 11,348 shares; 2025Q4: 12,141 shares; 2026Q1: 14,120 shares 14,120 $96.7K 0.01% +1,979 Timeline INLX INTELLINETICS INC More: the full row for INTELLINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,338 shares; 2026Q1: 11,338 shares 11,338 $84.5K <0.01% 0 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,263 shares; 2025Q2: not reported; 2025Q3: 10,411 shares; 2025Q4: 10,711 shares; 2026Q1: 11,919 shares 11,919 $80.9K <0.01% +1,208 Timeline ICCC IMMUCELL CORP More: the full row for IMMUCELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $69.6K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,089 shares 10,089 $60.5K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,524 shares 13,524 $55.7K <0.01% new Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 24,304 shares; 2025Q1: 24,055 shares; 2025Q2: 24,076 shares; 2025Q3: 24,505 shares; 2025Q4: 24,518 shares; 2026Q1: 24,661 shares 24,661 $52.3K <0.01% +143 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,533 shares; 2025Q2: not reported; 2025Q3: 10,710 shares; 2025Q4: 12,728 shares; 2026Q1: 14,215 shares 14,215 $36K <0.01% +1,487 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,595 shares; 2025Q2: 39,595 shares; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 40,000 shares 40,000 $30.4K <0.01% +20,000 Timeline COTY COTY INC More: the full row for COTY 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: 10,186 shares 10,186 $20.5K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,892 shares 21,892 $15.4K <0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,171 shares 15,171 $8.84K <0.01% new Timeline