APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 228 shares; 2025Q1: 285 shares; 2025Q2: 279 shares; 2025Q3: 293 shares; 2025Q4: 347 shares; 2026Q1: 33,306 shares 33,306 $1.21M <0.01% +32,959 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 651 shares; 2025Q1: 829 shares; 2025Q2: 670 shares; 2025Q3: 618 shares; 2025Q4: 755 shares; 2026Q1: 12,258 shares 12,258 $1.21M <0.01% +11,503 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 439 shares; 2025Q2: 259 shares; 2025Q3: 424 shares; 2025Q4: 446 shares; 2026Q1: 38,096 shares 38,096 $1.21M <0.01% +37,650 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,227 shares; 2025Q1: 1,425 shares; 2025Q2: 1,418 shares; 2025Q3: 1,362 shares; 2025Q4: 1,027 shares; 2026Q1: 33,331 shares 33,331 $1.21M <0.01% +32,304 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 625 shares; 2026Q1: 26,064 shares 26,064 $1.21M <0.01% +25,439 Timeline IBDV 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: 1,287 shares; 2025Q1: 812 shares; 2025Q2: 4,112 shares; 2025Q3: 20,912 shares; 2025Q4: 27,562 shares; 2026Q1: 55,195 shares 55,195 $1.21M <0.01% +27,633 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: not reported; 2025Q4: not reported; 2026Q1: 26,694 shares 26,694 $1.21M <0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,435 shares; 2025Q4: 22,608 shares; 2026Q1: 17,031 shares 17,031 $1.21M <0.01% -5,577 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 32 shares; 2026Q1: 12,584 shares 12,584 $1.21M <0.01% +12,552 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 29,413 shares 29,413 $1.2M <0.01% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,891 shares 12,891 $1.2M <0.01% new Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 148 shares; 2025Q1: 150 shares; 2025Q2: 222 shares; 2025Q3: 157 shares; 2025Q4: 655 shares; 2026Q1: 13,644 shares 13,644 $1.2M <0.01% +12,989 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 148 shares; 2025Q1: 593 shares; 2025Q2: 666 shares; 2025Q3: 444 shares; 2025Q4: 468 shares; 2026Q1: 39,159 shares 39,159 $1.2M <0.01% +38,691 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 7,977 shares; 2025Q1: 7,990 shares; 2025Q2: 7,529 shares; 2025Q3: 8,688 shares; 2025Q4: 7,668 shares; 2026Q1: 7,338 shares 7,338 $1.2M <0.01% -330 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,661 shares; 2025Q1: 791 shares; 2025Q2: 1,350 shares; 2025Q3: 973 shares; 2025Q4: 2,102 shares; 2026Q1: 95,286 shares 95,286 $1.2M <0.01% +93,184 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 35 shares; 2025Q1: 112 shares; 2025Q2: 63 shares; 2025Q3: 89 shares; 2025Q4: 175 shares; 2026Q1: 47,972 shares 47,972 $1.2M <0.01% +47,797 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 418 shares; 2025Q1: 478 shares; 2025Q2: 500 shares; 2025Q3: 542 shares; 2025Q4: 579 shares; 2026Q1: 29,501 shares 29,501 $1.19M <0.01% +28,922 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,448 shares; 2025Q1: 3,510 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,508 shares; 2026Q1: 14,673 shares 14,673 $1.19M <0.01% +11,165 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 17,447 shares 17,447 $1.19M <0.01% +17,307 Timeline SUSA 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: 7,972 shares; 2024Q4: 1,973 shares; 2025Q1: 3,260 shares; 2025Q2: 3,011 shares; 2025Q3: 2,883 shares; 2025Q4: 2,883 shares; 2026Q1: 8,982 shares 8,982 $1.19M <0.01% +6,099 Timeline HYLS 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: not reported; 2026Q1: 29,203 shares 29,203 $1.18M <0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 645 shares; 2025Q1: 667 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 651 shares; 2026Q1: 13,917 shares 13,917 $1.18M <0.01% +13,266 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 71,231 shares 71,231 $1.18M <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 818 shares; 2025Q1: 784 shares; 2025Q2: 713 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 23,613 shares 23,613 $1.18M <0.01% +22,919 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 159 shares; 2025Q3: 280 shares; 2025Q4: 93 shares; 2026Q1: 8,752 shares 8,752 $1.18M <0.01% +8,659 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,739 shares; 2025Q2: 1,291 shares; 2025Q3: 1,446 shares; 2025Q4: 1,464 shares; 2026Q1: 45,539 shares 45,539 $1.18M <0.01% +44,075 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 386 shares; 2025Q1: 445 shares; 2025Q2: 408 shares; 2025Q3: 413 shares; 2025Q4: 438 shares; 2026Q1: 13,826 shares 13,826 $1.18M <0.01% +13,388 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 1,629 shares; 2025Q1: 1,877 shares; 2025Q2: 1,501 shares; 2025Q3: 1,546 shares; 2025Q4: 1,549 shares; 2026Q1: 34,919 shares 34,919 $1.18M <0.01% +33,370 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7,299 shares; 2025Q1: 8,000 shares; 2025Q2: 11,139 shares; 2025Q3: 18,295 shares; 2025Q4: 12,843 shares; 2026Q1: 52,740 shares 52,740 $1.17M <0.01% +39,897 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 417 shares; 2025Q1: 399 shares; 2025Q2: 341 shares; 2025Q3: 384 shares; 2025Q4: 312 shares; 2026Q1: 6,933 shares 6,933 $1.17M <0.01% +6,621 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 367 shares; 2025Q1: 394 shares; 2025Q2: 5,143 shares; 2025Q3: 4,440 shares; 2025Q4: 548 shares; 2026Q1: 12,826 shares 12,826 $1.17M <0.01% +12,278 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 275 shares; 2025Q1: 430 shares; 2025Q2: 386 shares; 2025Q3: 314 shares; 2025Q4: 667 shares; 2026Q1: 132,556 shares 132,556 $1.17M <0.01% +131,889 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 13,465 shares 13,465 $1.17M <0.01% +13,362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,836 shares 16,836 $1.17M <0.01% new Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 49 shares; 2025Q1: 297 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 140 shares; 2026Q1: 98,318 shares 98,318 $1.17M <0.01% +98,178 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: 44,796 shares 44,796 $1.17M <0.01% new Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 22,907 shares 22,907 $1.17M <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,464 shares; 2024Q4: 154,807 shares; 2025Q1: 149,713 shares; 2025Q2: 153,244 shares; 2025Q3: 125,921 shares; 2025Q4: 129,436 shares; 2026Q1: 102,961 shares 102,961 $1.16M <0.01% -26,475 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 395 shares; 2025Q1: 523 shares; 2025Q2: 486 shares; 2025Q3: 525 shares; 2025Q4: 549 shares; 2026Q1: 25,653 shares 25,653 $1.16M <0.01% +25,104 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,430 shares 67,430 $1.16M <0.01% new Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES 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: 3,589 shares 3,589 $1.16M <0.01% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 2,590 shares; 2025Q1: 3,688 shares; 2025Q2: 5,925 shares; 2025Q3: 9,485 shares; 2025Q4: 859 shares; 2026Q1: 30,553 shares 30,553 $1.16M <0.01% +29,694 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 326 shares; 2025Q1: 348 shares; 2025Q2: 388 shares; 2025Q3: 221 shares; 2025Q4: 392 shares; 2026Q1: 11,148 shares 11,148 $1.15M <0.01% +10,756 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 194 shares; 2025Q3: 207 shares; 2025Q4: 229 shares; 2026Q1: 44,656 shares 44,656 $1.15M <0.01% +44,427 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,595 shares; 2024Q4: 62,327 shares; 2025Q1: 74,953 shares; 2025Q2: 82,688 shares; 2025Q3: 70,856 shares; 2025Q4: 74,247 shares; 2026Q1: 77,228 shares 77,228 $1.15M <0.01% +2,981 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 3,279 shares; 2026Q1: 12,148 shares 12,148 $1.15M <0.01% +8,869 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 117 shares; 2025Q1: 146 shares; 2025Q2: 99 shares; 2025Q3: 106 shares; 2025Q4: 103 shares; 2026Q1: 3,470 shares 3,470 $1.15M <0.01% +3,367 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,091 shares; 2025Q1: 4,398 shares; 2025Q2: 5,882 shares; 2025Q3: 5,442 shares; 2025Q4: 5,625 shares; 2026Q1: 21,544 shares 21,544 $1.14M <0.01% +15,919 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,744 shares; 2025Q4: 99 shares; 2026Q1: 29,285 shares 29,285 $1.14M <0.01% +29,186 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,447 shares 13,447 $1.14M <0.01% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,639 shares 36,639 $1.14M <0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,275 shares 66,275 $1.13M <0.01% new Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,245 shares; 2025Q1: 1,714 shares; 2025Q2: 1,950 shares; 2025Q3: 1,746 shares; 2025Q4: 1,668 shares; 2026Q1: 52,779 shares 52,779 $1.13M <0.01% +51,111 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 356 shares; 2025Q1: 398 shares; 2025Q2: 551 shares; 2025Q3: 567 shares; 2025Q4: 564 shares; 2026Q1: 12,256 shares 12,256 $1.13M <0.01% +11,692 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 247 shares; 2025Q1: 287 shares; 2025Q2: 253 shares; 2025Q3: 271 shares; 2025Q4: 291 shares; 2026Q1: 12,037 shares 12,037 $1.12M <0.01% +11,746 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,950 shares 100,950 $1.12M <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 423 shares; 2025Q1: 425 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 30,469 shares 30,469 $1.12M <0.01% +30,272 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 843 shares; 2026Q1: 9,251 shares 9,251 $1.12M <0.01% +8,408 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 52,743 shares 52,743 $1.11M <0.01% new Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,546 shares; 2025Q1: 1,672 shares; 2025Q2: 1,429 shares; 2025Q3: 1,481 shares; 2025Q4: 1,499 shares; 2026Q1: 26,439 shares 26,439 $1.11M <0.01% +24,940 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 779 shares; 2025Q1: 641 shares; 2025Q2: 566 shares; 2025Q3: 593 shares; 2025Q4: 575 shares; 2026Q1: 16,035 shares 16,035 $1.11M <0.01% +15,460 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 293 shares; 2025Q2: 296 shares; 2025Q3: 318 shares; 2025Q4: 339 shares; 2026Q1: 21,425 shares 21,425 $1.11M <0.01% +21,086 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 868 shares; 2025Q1: 680 shares; 2025Q2: 677 shares; 2025Q3: 707 shares; 2025Q4: 686 shares; 2026Q1: 30,308 shares 30,308 $1.11M <0.01% +29,622 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to 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: 38,293 shares 38,293 $1.11M <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 1,229 shares; 2026Q1: 5,327 shares 5,327 $1.11M <0.01% +4,098 Timeline MLN 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: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 63,494 shares 63,494 $1.11M <0.01% +50,994 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 522 shares; 2025Q1: 440 shares; 2025Q2: 459 shares; 2025Q3: 417 shares; 2025Q4: 572 shares; 2026Q1: 17,470 shares 17,470 $1.11M <0.01% +16,898 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to 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: 39,519 shares 39,519 $1.1M <0.01% new Timeline SWMR SWARMER INC More: the full row for SWARMER 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: 23,400 shares 23,400 $1.1M <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,178 shares; 2024Q4: 25,444 shares; 2025Q1: 26,455 shares; 2025Q2: 26,518 shares; 2025Q3: 22,780 shares; 2025Q4: 22,484 shares; 2026Q1: 22,916 shares 22,916 $1.1M <0.01% +432 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 2,162 shares; 2025Q1: 1,975 shares; 2025Q2: 1,477 shares; 2025Q3: 420 shares; 2025Q4: 1,367 shares; 2026Q1: 39,786 shares 39,786 $1.1M <0.01% +38,419 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 148 shares; 2025Q1: 196 shares; 2025Q2: 142 shares; 2025Q3: 113 shares; 2025Q4: 119 shares; 2026Q1: 21,083 shares 21,083 $1.1M <0.01% +20,964 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 186 shares; 2025Q1: 223 shares; 2025Q2: 153 shares; 2025Q3: 175 shares; 2025Q4: 201 shares; 2026Q1: 27,615 shares 27,615 $1.1M <0.01% +27,414 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,724 shares; 2025Q2: 1,540 shares; 2025Q3: 1,524 shares; 2025Q4: 1,469 shares; 2026Q1: 56,760 shares 56,760 $1.1M <0.01% +55,291 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 345 shares; 2025Q1: 450 shares; 2025Q2: 611 shares; 2025Q3: 401 shares; 2025Q4: 428 shares; 2026Q1: 39,731 shares 39,731 $1.1M <0.01% +39,303 Timeline DFAT 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: 16,481 shares; 2024Q4: 11,889 shares; 2025Q1: 11,832 shares; 2025Q2: 10,095 shares; 2025Q3: 9,592 shares; 2025Q4: 10,674 shares; 2026Q1: 17,620 shares 17,620 $1.1M <0.01% +6,946 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 45,578 shares 45,578 $1.1M <0.01% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 87 shares; 2025Q1: 125 shares; 2025Q2: 118 shares; 2025Q3: 145 shares; 2025Q4: 152 shares; 2026Q1: 5,501 shares 5,501 $1.1M <0.01% +5,349 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,717 shares; 2024Q4: 54,145 shares; 2025Q1: 55,436 shares; 2025Q2: 56,035 shares; 2025Q3: 55,715 shares; 2025Q4: 62,582 shares; 2026Q1: 51,866 shares 51,866 $1.1M <0.01% -10,716 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 1,094 shares; 2025Q1: 1,725 shares; 2025Q2: 1,395 shares; 2025Q3: 680 shares; 2025Q4: 1,159 shares; 2026Q1: 44,232 shares 44,232 $1.09M <0.01% +43,073 Timeline THRO 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: 2,794 shares; 2025Q3: 162 shares; 2025Q4: 200 shares; 2026Q1: 30,195 shares 30,195 $1.09M <0.01% +29,995 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 341 shares; 2025Q1: 106 shares; 2025Q2: 500 shares; 2025Q3: 521 shares; 2025Q4: 497 shares; 2026Q1: 26,025 shares 26,025 $1.09M <0.01% +25,528 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,557 shares 99,557 $1.09M <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 14,292 shares 14,292 $1.09M <0.01% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 160 shares; 2025Q1: 484 shares; 2025Q2: 370 shares; 2025Q3: 612 shares; 2025Q4: 649 shares; 2026Q1: 32,089 shares 32,089 $1.08M <0.01% +31,440 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,167 shares; 2025Q4: 8,108 shares; 2026Q1: 78,506 shares 78,506 $1.08M <0.01% +70,398 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 19,549 shares; 2025Q4: 19,456 shares; 2026Q1: 18,676 shares 18,676 $1.08M <0.01% -780 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 4,031 shares; 2025Q1: 3,469 shares; 2025Q2: 107 shares; 2025Q3: 121 shares; 2025Q4: 120 shares; 2026Q1: 3,810 shares 3,810 $1.08M <0.01% +3,690 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,683 shares; 2024Q4: 37,518 shares; 2025Q1: 36,448 shares; 2025Q2: 40,239 shares; 2025Q3: 40,479 shares; 2025Q4: 38,319 shares; 2026Q1: 47,820 shares 47,820 $1.07M <0.01% +9,501 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 261 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,386 shares 10,386 $1.07M <0.01% new Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 139 shares; 2025Q1: 133 shares; 2025Q2: 140 shares; 2025Q3: 189 shares; 2025Q4: 141 shares; 2026Q1: 15,130 shares 15,130 $1.07M <0.01% +14,989 Timeline SRLN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,703 shares 26,703 $1.07M <0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 7,637 shares; 2025Q1: 36,580 shares; 2025Q2: 36,933 shares; 2025Q3: 34,563 shares; 2025Q4: 35,794 shares; 2026Q1: 35,724 shares 35,724 $1.07M <0.01% -70 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,257 shares 7,257 $1.07M <0.01% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 273 shares; 2025Q1: 714 shares; 2025Q2: 574 shares; 2025Q3: 594 shares; 2025Q4: 634 shares; 2026Q1: 36,346 shares 36,346 $1.07M <0.01% +35,712 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 25,129 shares 25,129 $1.07M <0.01% +25,092 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 18,759 shares 18,759 $1.07M <0.01% new 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: 1,786 shares; 2024Q4: 1,752 shares; 2025Q1: 1,431 shares; 2025Q2: 1,369 shares; 2025Q3: 1,560 shares; 2025Q4: 1,307 shares; 2026Q1: 19,719 shares 19,719 $1.06M <0.01% +18,412 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,101 shares; 2024Q4: 34,762 shares; 2025Q1: 38,566 shares; 2025Q2: 49,444 shares; 2025Q3: 56,649 shares; 2025Q4: 56,441 shares; 2026Q1: 55,388 shares 55,388 $1.06M <0.01% -1,053 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,611 shares; 2024Q4: 15,545 shares; 2025Q1: 15,719 shares; 2025Q2: 14,346 shares; 2025Q3: 908 shares; 2025Q4: 929 shares; 2026Q1: 95,874 shares 95,874 $1.06M <0.01% +94,945 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 452 shares; 2025Q1: 706 shares; 2025Q2: 602 shares; 2025Q3: 681 shares; 2025Q4: 741 shares; 2026Q1: 31,759 shares 31,759 $1.06M <0.01% +31,018 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 284 shares; 2025Q1: 319 shares; 2025Q2: 300 shares; 2025Q3: 440 shares; 2025Q4: 347 shares; 2026Q1: 37,657 shares 37,657 $1.05M <0.01% +37,310 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 73,628 shares 73,628 $1.05M <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 232 shares; 2025Q1: 239 shares; 2025Q2: 537 shares; 2025Q3: 602 shares; 2025Q4: 318 shares; 2026Q1: 18,624 shares 18,624 $1.05M <0.01% +18,306 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 63,407 shares 63,407 $1.05M <0.01% +62,257 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,684 shares; 2024Q4: 7,514 shares; 2025Q1: 7,753 shares; 2025Q2: 7,798 shares; 2025Q3: 7,092 shares; 2025Q4: 7,425 shares; 2026Q1: 7,670 shares 7,670 $1.05M <0.01% +245 Timeline QAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,559 shares 56,559 $1.05M <0.01% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 568 shares; 2025Q1: 642 shares; 2025Q2: 575 shares; 2025Q3: 270 shares; 2025Q4: 326 shares; 2026Q1: 14,648 shares 14,648 $1.05M <0.01% +14,322 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 324 shares; 2025Q1: 384 shares; 2025Q2: 325 shares; 2025Q3: 391 shares; 2025Q4: 429 shares; 2026Q1: 29,526 shares 29,526 $1.05M <0.01% +29,097 Timeline CITR CITROTECH INC More: the full row for CITROTECH 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: 121,170 shares 121,170 $1.05M <0.01% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 481 shares; 2025Q1: 536 shares; 2025Q2: 600 shares; 2025Q3: 58,363 shares; 2025Q4: 574 shares; 2026Q1: 18,477 shares 18,477 $1.04M <0.01% +17,903 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 8,854 shares 8,854 $1.04M <0.01% +8,154 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,296 shares; 2025Q1: 3,833 shares; 2025Q2: 2,776 shares; 2025Q3: 2,825 shares; 2025Q4: 2,191 shares; 2026Q1: 44,703 shares 44,703 $1.04M <0.01% +42,512 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,964 shares 40,964 $1.04M <0.01% new Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,570 shares; 2024Q4: 61,084 shares; 2025Q1: 61,790 shares; 2025Q2: 60,627 shares; 2025Q3: 58,862 shares; 2025Q4: 55,998 shares; 2026Q1: 55,614 shares 55,614 $1.04M <0.01% -384 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 150 shares; 2025Q1: 192 shares; 2025Q2: 185 shares; 2025Q3: 129 shares; 2025Q4: 179 shares; 2026Q1: 15,470 shares 15,470 $1.04M <0.01% +15,291 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,434 shares 11,434 $1.03M <0.01% new Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 49,089 shares 49,089 $1.03M <0.01% new 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: 1,486 shares; 2025Q3: 406 shares; 2025Q4: 727 shares; 2026Q1: 31,352 shares 31,352 $1.03M <0.01% +30,625 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 166 shares; 2025Q1: 216 shares; 2025Q2: 234 shares; 2025Q3: 222 shares; 2025Q4: 208 shares; 2026Q1: 12,425 shares 12,425 $1.03M <0.01% +12,217 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,962 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,233 shares 60,233 $1.03M <0.01% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to 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: 34,114 shares 34,114 $1.03M <0.01% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,662 shares 6,662 $1.03M <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 1,840 shares; 2026Q1: 19,425 shares 19,425 $1.03M <0.01% +17,585 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 449 shares; 2025Q3: 802 shares; 2025Q4: 771 shares; 2026Q1: 37,322 shares 37,322 $1.03M <0.01% +36,551 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 363 shares; 2025Q1: 12,023 shares; 2025Q2: 14,405 shares; 2025Q3: 12,317 shares; 2025Q4: 12,002 shares; 2026Q1: 31,875 shares 31,875 $1.03M <0.01% +19,873 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,938 shares; 2025Q1: 2,021 shares; 2025Q2: 2,112 shares; 2025Q3: 1,323 shares; 2025Q4: 1,355 shares; 2026Q1: 35,163 shares 35,163 $1.02M <0.01% +33,808 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 102 shares; 2025Q1: 301 shares; 2025Q2: 144 shares; 2025Q3: 218 shares; 2025Q4: 156 shares; 2026Q1: 21,738 shares 21,738 $1.02M <0.01% +21,582 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 14 shares; 2025Q3: 1,457 shares; 2025Q4: 1,476 shares; 2026Q1: 12,727 shares 12,727 $1.02M <0.01% +11,251 Timeline PGF 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: not reported; 2025Q4: not reported; 2026Q1: 74,221 shares 74,221 $1.02M <0.01% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 2,299 shares; 2025Q1: 724 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,238 shares 29,238 $1.02M <0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,325 shares 10,325 $1.02M <0.01% new Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE 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: 609 shares; 2025Q4: not reported; 2026Q1: 44,720 shares 44,720 $1.01M <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 213 shares; 2025Q1: 122 shares; 2025Q2: 123 shares; 2025Q3: 452 shares; 2025Q4: 571 shares; 2026Q1: 5,869 shares 5,869 $1.01M <0.01% +5,298 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS 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: 65,900 shares 65,900 $1.01M <0.01% new Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,471 shares 15,471 $1.01M <0.01% new Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 336 shares; 2025Q1: 467 shares; 2025Q2: 339 shares; 2025Q3: 396 shares; 2025Q4: 254 shares; 2026Q1: 26,071 shares 26,071 $1.01M <0.01% +25,817 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 107 shares; 2025Q2: 76 shares; 2025Q3: 82 shares; 2025Q4: 48 shares; 2026Q1: 11,275 shares 11,275 $1.01M <0.01% +11,227 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 28,866 shares 28,866 $1.01M <0.01% new Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 87 shares; 2025Q1: 89 shares; 2025Q2: 114 shares; 2025Q3: 126 shares; 2025Q4: 145 shares; 2026Q1: 6,951 shares 6,951 $1.01M <0.01% +6,806 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,288 shares 22,288 $1M <0.01% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 423 shares; 2025Q4: not reported; 2026Q1: 16,836 shares 16,836 $1M <0.01% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,183 shares; 2025Q1: 2,341 shares; 2025Q2: 2,271 shares; 2025Q3: 2,447 shares; 2025Q4: 2,538 shares; 2026Q1: 9,847 shares 9,847 $1000K <0.01% +7,309 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,752 shares 19,752 $1000K <0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 15,280 shares; 2025Q1: 16,279 shares; 2025Q2: 21,161 shares; 2025Q3: 20,832 shares; 2025Q4: 6,399 shares; 2026Q1: 37,810 shares 37,810 $999K <0.01% +31,411 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,830 shares; 2026Q1: 19,696 shares 19,696 $996K <0.01% +15,866 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 39,732 shares 39,732 $994K <0.01% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 908 shares; 2025Q1: 1,342 shares; 2025Q2: 877 shares; 2025Q3: 915 shares; 2025Q4: 689 shares; 2026Q1: 58,249 shares 58,249 $989K <0.01% +57,560 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,818 shares 9,818 $984K <0.01% new Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,229 shares 54,229 $983K <0.01% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,778 shares 37,778 $983K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,515 shares; 2025Q1: 3,380 shares; 2025Q2: 3,883 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares; 2026Q1: 12,270 shares 12,270 $982K <0.01% +8,163 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 1,418 shares; 2025Q4: 16 shares; 2026Q1: 17,778 shares 17,778 $981K <0.01% +17,762 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,967 shares; 2025Q1: 4,388 shares; 2025Q2: 3,095 shares; 2025Q3: 3,717 shares; 2025Q4: 3,738 shares; 2026Q1: 38,316 shares 38,316 $979K <0.01% +34,578 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,623 shares; 2024Q4: 33,954 shares; 2025Q1: 35,463 shares; 2025Q2: 34,150 shares; 2025Q3: 32,599 shares; 2025Q4: 27,514 shares; 2026Q1: 27,782 shares 27,782 $978K <0.01% +268 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 25,463 shares 25,463 $978K <0.01% +24,387 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS 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: 234 shares; 2025Q4: 218 shares; 2026Q1: 55,479 shares 55,479 $976K <0.01% +55,261 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,264 shares; 2025Q1: 1,878 shares; 2025Q2: 1,366 shares; 2025Q3: 1,507 shares; 2025Q4: 1,463 shares; 2026Q1: 47,908 shares 47,908 $974K <0.01% +46,445 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: not reported; 2026Q1: 28,711 shares 28,711 $972K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 200 shares; 2025Q1: 252 shares; 2025Q2: 256 shares; 2025Q3: 284 shares; 2025Q4: 245 shares; 2026Q1: 10,839 shares 10,839 $972K <0.01% +10,594 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 348 shares; 2025Q1: 353 shares; 2025Q2: 270 shares; 2025Q3: 314 shares; 2025Q4: 300 shares; 2026Q1: 12,816 shares 12,816 $964K <0.01% +12,516 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 639 shares; 2025Q1: 647 shares; 2025Q2: 525 shares; 2025Q3: 173 shares; 2025Q4: 180 shares; 2026Q1: 14,120 shares 14,120 $964K <0.01% +13,940 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 224 shares; 2026Q1: 16,422 shares 16,422 $963K <0.01% +16,198 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 73 shares; 2025Q1: 105 shares; 2025Q2: 111 shares; 2025Q3: 168 shares; 2025Q4: 179 shares; 2026Q1: 29,092 shares 29,092 $962K <0.01% +28,913 Timeline IMCG 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: 446 shares; 2025Q4: 446 shares; 2026Q1: 12,206 shares 12,206 $962K <0.01% +11,760 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 3,441 shares; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 443 shares; 2025Q4: 549 shares; 2026Q1: 11,580 shares 11,580 $961K <0.01% +11,031 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 732 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 19,608 shares 19,608 $959K <0.01% +16,863 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 332 shares; 2025Q1: 236 shares; 2025Q2: 330 shares; 2025Q3: 375 shares; 2025Q4: 467 shares; 2026Q1: 15,518 shares 15,518 $957K <0.01% +15,051 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,640 shares; 2024Q4: 60,185 shares; 2025Q1: 56,886 shares; 2025Q2: 50,672 shares; 2025Q3: 44,004 shares; 2025Q4: 35,822 shares; 2026Q1: 39,109 shares 39,109 $955K <0.01% +3,287 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 9,551 shares 9,551 $954K <0.01% +9,394 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 10,945 shares; 2025Q1: 11,438 shares; 2025Q2: 11,049 shares; 2025Q3: 1,270 shares; 2025Q4: 1,116 shares; 2026Q1: 96,810 shares 96,810 $947K <0.01% +95,694 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 19 shares; 2025Q1: 10 shares; 2025Q2: 24 shares; 2025Q3: 19 shares; 2025Q4: 107 shares; 2026Q1: 9,708 shares 9,708 $944K <0.01% +9,601 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,195 shares; 2026Q1: 18,078 shares 18,078 $943K <0.01% +8,883 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,118 shares; 2025Q1: 3,052 shares; 2025Q2: 2,282 shares; 2025Q3: 1,265 shares; 2025Q4: 1,517 shares; 2026Q1: 148,746 shares 148,746 $942K <0.01% +147,229 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 391 shares; 2025Q1: 500 shares; 2025Q2: 442 shares; 2025Q3: 469 shares; 2025Q4: 447 shares; 2026Q1: 10,664 shares 10,664 $937K <0.01% +10,217 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 579 shares; 2025Q1: 460 shares; 2025Q2: 300 shares; 2025Q3: 330 shares; 2025Q4: 370 shares; 2026Q1: 25,857 shares 25,857 $934K <0.01% +25,487 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 1,237 shares; 2025Q1: 1,388 shares; 2025Q2: 1,479 shares; 2025Q3: 1,564 shares; 2025Q4: 1,638 shares; 2026Q1: 27,761 shares 27,761 $934K <0.01% +26,123 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,503 shares; 2025Q1: 2,051 shares; 2025Q2: 1,452 shares; 2025Q3: 1,445 shares; 2025Q4: 508 shares; 2026Q1: 34,139 shares 34,139 $934K <0.01% +33,631 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 1,158 shares; 2026Q1: 49,959 shares 49,959 $932K <0.01% +48,801 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 143 shares; 2025Q1: 130 shares; 2025Q2: 152 shares; 2025Q3: 194 shares; 2025Q4: 204 shares; 2026Q1: 25,617 shares 25,617 $930K <0.01% +25,413 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 18,720 shares; 2025Q1: 21,985 shares; 2025Q2: 32,805 shares; 2025Q3: 29,645 shares; 2025Q4: 31,800 shares; 2026Q1: 30,868 shares 30,868 $930K <0.01% -932 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 3,573 shares; 2025Q1: 5,181 shares; 2025Q2: 4,463 shares; 2025Q3: 3,817 shares; 2025Q4: 6,250 shares; 2026Q1: 15,747 shares 15,747 $928K <0.01% +9,497 Timeline PWV 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 13,249 shares 13,249 $924K <0.01% +12,731 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 128 shares; 2025Q1: 167 shares; 2025Q2: 209 shares; 2025Q3: 225 shares; 2025Q4: 180 shares; 2026Q1: 12,421 shares 12,421 $922K <0.01% +12,241 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,678 shares; 2026Q1: 35,109 shares 35,109 $922K <0.01% +31,431 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 227 shares; 2025Q2: 415 shares; 2025Q3: 436 shares; 2025Q4: 424 shares; 2026Q1: 17,496 shares 17,496 $921K <0.01% +17,072 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 13,769 shares 13,769 $921K <0.01% +10,879 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: not reported; 2026Q1: 134,300 shares 134,300 $920K <0.01% new Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 115 shares; 2025Q2: 148 shares; 2025Q3: 233 shares; 2025Q4: 257 shares; 2026Q1: 21,785 shares 21,785 $918K <0.01% +21,528 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 14,354 shares 14,354 $918K <0.01% +12,854 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 791 shares; 2025Q1: 1,295 shares; 2025Q2: 1,222 shares; 2025Q3: 1,267 shares; 2025Q4: 1,173 shares; 2026Q1: 29,063 shares 29,063 $916K <0.01% +27,890 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 321 shares; 2025Q3: 328 shares; 2025Q4: 344 shares; 2026Q1: 10,561 shares 10,561 $913K <0.01% +10,217 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 47 shares; 2025Q2: 62 shares; 2025Q3: 18 shares; 2025Q4: 231 shares; 2026Q1: 12,482 shares 12,482 $911K <0.01% +12,251 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to 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: 84,832 shares 84,832 $911K <0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,988 shares 12,988 $910K <0.01% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,281 shares; 2025Q1: 4,851 shares; 2025Q2: 4,347 shares; 2025Q3: 4,058 shares; 2025Q4: 3,439 shares; 2026Q1: 69,056 shares 69,056 $909K <0.01% +65,617 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 258 shares; 2025Q2: 63 shares; 2025Q3: 113 shares; 2025Q4: 177 shares; 2026Q1: 13,753 shares 13,753 $909K <0.01% +13,576 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 451 shares; 2025Q1: 541 shares; 2025Q2: 70 shares; 2025Q3: 511 shares; 2025Q4: 426 shares; 2026Q1: 16,537 shares 16,537 $906K <0.01% +16,111 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 418 shares; 2025Q1: 644 shares; 2025Q2: 892 shares; 2025Q3: 954 shares; 2025Q4: 1,026 shares; 2026Q1: 27,489 shares 27,489 $906K <0.01% +26,463 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares; 2025Q3: 2,372 shares; 2025Q4: 9,720 shares; 2026Q1: 9,614 shares 9,614 $902K <0.01% -106 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 260 shares; 2025Q1: 313 shares; 2025Q2: 300 shares; 2025Q3: 293 shares; 2025Q4: 247 shares; 2026Q1: 9,110 shares 9,110 $898K <0.01% +8,863 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND 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: 17,818 shares 17,818 $896K <0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,214 shares 14,214 $895K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,720 shares; 2025Q1: 913 shares; 2025Q2: 1,222 shares; 2025Q3: 1,394 shares; 2025Q4: 1,490 shares; 2026Q1: 40,588 shares 40,588 $894K <0.01% +39,098 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,810 shares; 2025Q1: 3,871 shares; 2025Q2: 4,023 shares; 2025Q3: 4,204 shares; 2025Q4: 4,055 shares; 2026Q1: 3,693 shares 3,693 $894K <0.01% -362 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 617 shares; 2025Q1: 592 shares; 2025Q2: 319 shares; 2025Q3: 313 shares; 2025Q4: 129 shares; 2026Q1: 54,328 shares 54,328 $893K <0.01% +54,199 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,185 shares; 2025Q1: 1,190 shares; 2025Q2: 1,050 shares; 2025Q3: 1,076 shares; 2025Q4: 1,206 shares; 2026Q1: 3,656 shares 3,656 $892K <0.01% +2,450 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,860 shares; 2025Q2: 1,912 shares; 2025Q3: 1,905 shares; 2025Q4: 1,784 shares; 2026Q1: 40,042 shares 40,042 $891K <0.01% +38,258 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,039 shares; 2026Q1: 45,878 shares 45,878 $891K <0.01% +44,839 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 312 shares; 2025Q1: 405 shares; 2025Q2: 483 shares; 2025Q3: 518 shares; 2025Q4: 311 shares; 2026Q1: 54,205 shares 54,205 $890K <0.01% +53,894 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 13,970 shares; 2025Q1: 14,030 shares; 2025Q2: 12,278 shares; 2025Q3: 13,547 shares; 2025Q4: 13,220 shares; 2026Q1: 29,305 shares 29,305 $889K <0.01% +16,085 Timeline PPA 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: 44 shares; 2025Q1: 414 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 114 shares; 2026Q1: 5,367 shares 5,367 $889K <0.01% +5,253 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,102 shares 22,102 $889K <0.01% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 36 shares; 2026Q1: 840 shares 840 $888K <0.01% +804 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,339 shares; 2025Q1: 2,353 shares; 2025Q2: 1,496 shares; 2025Q3: 1,052 shares; 2025Q4: 1,028 shares; 2026Q1: 50,279 shares 50,279 $884K <0.01% +49,251 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 41 shares; 2025Q1: 104 shares; 2025Q2: 163 shares; 2025Q3: 183 shares; 2025Q4: 174 shares; 2026Q1: 8,564 shares 8,564 $880K <0.01% +8,390 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 11,596 shares 11,596 $877K <0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,870 shares 11,870 $875K <0.01% new Timeline IAGG 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: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,639 shares; 2025Q3: 153 shares; 2025Q4: 136 shares; 2026Q1: 17,428 shares 17,428 $872K <0.01% +17,292 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 808 shares; 2025Q1: 845 shares; 2025Q2: 654 shares; 2025Q3: 715 shares; 2025Q4: 2,540 shares; 2026Q1: 23,527 shares 23,527 $869K <0.01% +20,987 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 3,593 shares; 2025Q3: 3,593 shares; 2025Q4: 3,593 shares; 2026Q1: 7,166 shares 7,166 $867K <0.01% +3,573 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 602 shares; 2025Q1: 696 shares; 2025Q2: 652 shares; 2025Q3: 642 shares; 2025Q4: 708 shares; 2026Q1: 21,542 shares 21,542 $865K <0.01% +20,834 Timeline DHS 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: 1,240 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 7,900 shares 7,900 $863K <0.01% +6,800 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 1,304 shares; 2025Q1: 1,598 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 4,612 shares; 2026Q1: 26,604 shares 26,604 $863K <0.01% +21,992 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 611 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 743 shares; 2025Q4: 763 shares; 2026Q1: 27,358 shares 27,358 $862K <0.01% +26,595 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 107 shares; 2025Q2: 592 shares; 2025Q3: 1,485 shares; 2025Q4: 689 shares; 2026Q1: 67,621 shares 67,621 $858K <0.01% +66,932 Timeline FDD 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: not reported; 2026Q1: 48,137 shares 48,137 $857K <0.01% new Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,071 shares 118,071 $857K <0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,600 shares 54,600 $856K <0.01% new Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,234 shares; 2024Q4: 40,119 shares; 2025Q1: 33,695 shares; 2025Q2: 32,706 shares; 2025Q3: 30,949 shares; 2025Q4: 27,793 shares; 2026Q1: 27,878 shares 27,878 $853K <0.01% +85 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 100 shares; 2025Q1: 148 shares; 2025Q2: 140 shares; 2025Q3: 130 shares; 2025Q4: 146 shares; 2026Q1: 7,126 shares 7,126 $852K <0.01% +6,980 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 33 shares; 2025Q1: 83 shares; 2025Q2: 22 shares; 2025Q3: 31 shares; 2025Q4: 39 shares; 2026Q1: 4,139 shares 4,139 $850K <0.01% +4,100 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 154 shares; 2025Q1: 178 shares; 2025Q2: 183 shares; 2025Q3: 189 shares; 2025Q4: 202 shares; 2026Q1: 6,234 shares 6,234 $847K <0.01% +6,032 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 940 shares; 2025Q1: 1,083 shares; 2025Q2: 1,010 shares; 2025Q3: 841 shares; 2025Q4: 863 shares; 2026Q1: 14,133 shares 14,133 $846K <0.01% +13,270 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 319 shares; 2025Q1: 418 shares; 2025Q2: 464 shares; 2025Q3: 474 shares; 2025Q4: 490 shares; 2026Q1: 12,559 shares 12,559 $845K <0.01% +12,069 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,906 shares 13,906 $844K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 16,180 shares; 2025Q1: 16,419 shares; 2025Q2: 16,076 shares; 2025Q3: 15,734 shares; 2025Q4: 4,044 shares; 2026Q1: 4,931 shares 4,931 $844K <0.01% +887 Timeline IWX 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: 8,065 shares; 2024Q4: 9,921 shares; 2025Q1: 8,555 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 6,664 shares; 2026Q1: 9,103 shares 9,103 $844K <0.01% +2,439 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 223 shares; 2025Q1: 581 shares; 2025Q2: 489 shares; 2025Q3: 363 shares; 2025Q4: 379 shares; 2026Q1: 9,059 shares 9,059 $843K <0.01% +8,680 Timeline XYLD 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: 1,658 shares; 2024Q4: 4,679 shares; 2025Q1: 4,541 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,542 shares; 2026Q1: 21,532 shares 21,532 $843K <0.01% +16,990 Timeline DWM 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: not reported; 2025Q4: not reported; 2026Q1: 12,006 shares 12,006 $839K <0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,239 shares; 2026Q1: 41,043 shares 41,043 $838K <0.01% +38,804 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 349 shares; 2025Q2: 197 shares; 2025Q3: 182 shares; 2025Q4: 212 shares; 2026Q1: 14,248 shares 14,248 $836K <0.01% +14,036 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 680 shares; 2025Q2: 578 shares; 2025Q3: 661 shares; 2025Q4: 734 shares; 2026Q1: 38,861 shares 38,861 $834K <0.01% +38,127 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,958 shares 19,958 $829K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,762 shares 17,762 $829K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,531 shares; 2025Q1: 9,989 shares; 2025Q2: 7,598 shares; 2025Q3: 7,944 shares; 2025Q4: 7,888 shares; 2026Q1: 11,011 shares 11,011 $827K <0.01% +3,123 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 578 shares; 2025Q1: 406 shares; 2025Q2: 373 shares; 2025Q3: 378 shares; 2025Q4: 556 shares; 2026Q1: 29,405 shares 29,405 $827K <0.01% +28,849 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 14,701 shares 14,701 $826K <0.01% +14,097 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,433 shares 16,433 $822K <0.01% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,959 shares 41,959 $821K <0.01% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 151 shares; 2025Q1: 194 shares; 2025Q2: 188 shares; 2025Q3: 177 shares; 2025Q4: 183 shares; 2026Q1: 5,088 shares 5,088 $819K <0.01% +4,905 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 678 shares; 2025Q1: 996 shares; 2025Q2: 1,393 shares; 2025Q3: 1,200 shares; 2025Q4: 1,154 shares; 2026Q1: 15,018 shares 15,018 $818K <0.01% +13,864 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 151 shares; 2025Q1: 266 shares; 2025Q2: 186 shares; 2025Q3: 248 shares; 2025Q4: 194 shares; 2026Q1: 35,357 shares 35,357 $816K <0.01% +35,163 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 34,419 shares 34,419 $815K <0.01% +32,459 Timeline SJNK 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: 487 shares; 2026Q1: 32,586 shares 32,586 $814K <0.01% +32,099 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 106 shares; 2025Q2: 121 shares; 2025Q3: 127 shares; 2025Q4: 152 shares; 2026Q1: 8,683 shares 8,683 $813K <0.01% +8,531 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 737 shares; 2025Q1: 825 shares; 2025Q2: 736 shares; 2025Q3: 510 shares; 2025Q4: 541 shares; 2026Q1: 19,244 shares 19,244 $813K <0.01% +18,703 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,840 shares 8,840 $809K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,211 shares; 2024Q4: 43,083 shares; 2025Q1: 42,254 shares; 2025Q2: 39,498 shares; 2025Q3: 37,514 shares; 2025Q4: 37,594 shares; 2026Q1: 36,955 shares 36,955 $809K <0.01% -639 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 20,495 shares 20,495 $805K <0.01% +19,545 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: 20,298 shares; 2024Q4: 11,488 shares; 2025Q1: 9,609 shares; 2025Q2: 9,201 shares; 2025Q3: 8,633 shares; 2025Q4: 7,690 shares; 2026Q1: 15,382 shares 15,382 $803K <0.01% +7,692 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 672 shares; 2025Q3: 363 shares; 2025Q4: 2,209 shares; 2026Q1: 26,326 shares 26,326 $803K <0.01% +24,117 Timeline SMB 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: 46,386 shares 46,386 $802K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 206 shares; 2025Q3: 356 shares; 2025Q4: 123 shares; 2026Q1: 27,796 shares 27,796 $801K <0.01% +27,673 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 243 shares; 2025Q1: 213 shares; 2025Q2: 228 shares; 2025Q3: 215 shares; 2025Q4: 299 shares; 2026Q1: 30,166 shares 30,166 $800K <0.01% +29,867 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 79 shares; 2025Q2: 55 shares; 2025Q3: 40 shares; 2025Q4: 56 shares; 2026Q1: 3,466 shares 3,466 $799K <0.01% +3,410 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 4,150 shares; 2026Q1: 25,706 shares 25,706 $796K <0.01% +21,556 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 118 shares; 2025Q1: 502 shares; 2025Q2: 212 shares; 2025Q3: 531 shares; 2025Q4: 515 shares; 2026Q1: 16,798 shares 16,798 $796K <0.01% +16,283 Timeline DES 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: not reported; 2025Q4: not reported; 2026Q1: 22,116 shares 22,116 $795K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,352 shares; 2024Q4: 9,624 shares; 2025Q1: 8,218 shares; 2025Q2: 8,320 shares; 2025Q3: 7,652 shares; 2025Q4: 7,941 shares; 2026Q1: 7,950 shares 7,950 $793K <0.01% +9 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 256 shares; 2025Q2: 280 shares; 2025Q3: 209 shares; 2025Q4: 356 shares; 2026Q1: 30,880 shares 30,880 $792K <0.01% +30,524 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 178 shares; 2025Q1: 391 shares; 2025Q2: 305 shares; 2025Q3: 265 shares; 2025Q4: 167 shares; 2026Q1: 6,371 shares 6,371 $791K <0.01% +6,204 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,359 shares; 2025Q1: 3,408 shares; 2025Q2: 3,407 shares; 2025Q3: 3,457 shares; 2025Q4: 3,457 shares; 2026Q1: 17,228 shares 17,228 $791K <0.01% +13,771 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,299 shares; 2025Q1: 3,114 shares; 2025Q2: 2,572 shares; 2025Q3: 2,604 shares; 2025Q4: 1,949 shares; 2026Q1: 60,131 shares 60,131 $789K <0.01% +58,182 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,517 shares 15,517 $789K <0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,564 shares 16,564 $787K <0.01% new Timeline EXI 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 4,346 shares 4,346 $787K <0.01% +3,486 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,515 shares 4,515 $786K <0.01% new Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 213 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 544 shares; 2026Q1: 16,470 shares 16,470 $786K <0.01% +15,926 Timeline DOL 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: 2,257 shares; 2025Q3: 3,407 shares; 2025Q4: 3,407 shares; 2026Q1: 11,549 shares 11,549 $785K <0.01% +8,142 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 5,105 shares; 2025Q1: 5,260 shares; 2025Q2: 3,205 shares; 2025Q3: 3,284 shares; 2025Q4: 3,325 shares; 2026Q1: 38,142 shares 38,142 $785K <0.01% +34,817 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 28,676 shares 28,676 $785K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,004 shares; 2025Q3: 1,022 shares; 2025Q4: 1,118 shares; 2026Q1: 5,584 shares 5,584 $783K <0.01% +4,466 Timeline NX QUANEX BLDG PRODS CORP More: the full row for QUANEX BLDG PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 155 shares; 2025Q1: 263 shares; 2025Q2: 90 shares; 2025Q3: 24 shares; 2025Q4: 646 shares; 2026Q1: 43,535 shares 43,535 $782K <0.01% +42,889 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 15,281 shares 15,281 $782K <0.01% new Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,704 shares 91,704 $781K <0.01% new Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,932 shares; 2025Q1: 1,591 shares; 2025Q2: 1,917 shares; 2025Q3: 2,088 shares; 2025Q4: 2,133 shares; 2026Q1: 54,468 shares 54,468 $781K <0.01% +52,335 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,366 shares; 2025Q1: 4,415 shares; 2025Q2: 4,161 shares; 2025Q3: 599 shares; 2025Q4: 641 shares; 2026Q1: 27,251 shares 27,251 $777K <0.01% +26,610 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 220 shares; 2025Q1: 99 shares; 2025Q2: 393 shares; 2025Q3: 301 shares; 2025Q4: 221 shares; 2026Q1: 36,351 shares 36,351 $776K <0.01% +36,130 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: 10,964 shares; 2025Q1: 10,423 shares; 2025Q2: 9,608 shares; 2025Q3: 11,993 shares; 2025Q4: 11,530 shares; 2026Q1: 11,164 shares 11,164 $775K <0.01% -366 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 32,065 shares; 2025Q1: 15,197 shares; 2025Q2: 14,412 shares; 2025Q3: 13,599 shares; 2025Q4: 15,375 shares; 2026Q1: 23,915 shares 23,915 $775K <0.01% +8,540 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 765 shares; 2025Q1: 1,030 shares; 2025Q2: 506 shares; 2025Q3: 702 shares; 2025Q4: 390 shares; 2026Q1: 10,298 shares 10,298 $772K <0.01% +9,908 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 1,339 shares; 2025Q1: 1,141 shares; 2025Q2: 1,824 shares; 2025Q3: 1,941 shares; 2025Q4: 1,032 shares; 2026Q1: 94,118 shares 94,118 $768K <0.01% +93,086 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 2,524 shares; 2025Q4: 1,542 shares; 2026Q1: 53,199 shares 53,199 $768K <0.01% +51,657 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,590 shares; 2025Q1: 13,958 shares; 2025Q2: 15,250 shares; 2025Q3: 16,128 shares; 2025Q4: 16,429 shares; 2026Q1: 16,737 shares 16,737 $766K <0.01% +308 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 169 shares; 2025Q1: 244 shares; 2025Q2: 212 shares; 2025Q3: 192 shares; 2025Q4: 259 shares; 2026Q1: 10,083 shares 10,083 $763K <0.01% +9,824 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,054 shares 7,054 $762K <0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,496 shares; 2024Q4: 48,344 shares; 2025Q1: 49,201 shares; 2025Q2: 49,554 shares; 2025Q3: 46,039 shares; 2025Q4: 43,162 shares; 2026Q1: 36,612 shares 36,612 $760K <0.01% -6,550 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 369 shares; 2025Q4: 377 shares; 2026Q1: 9,554 shares 9,554 $756K <0.01% +9,177 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH 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: 118,561 shares 118,561 $755K <0.01% new Timeline TBLL 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: 7,147 shares 7,147 $754K <0.01% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,491 shares 9,491 $753K <0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 2,432 shares; 2026Q1: 16,769 shares 16,769 $752K <0.01% +14,337 Timeline QCRH QCR HLDGS INC More: the full row for QCR 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: not reported; 2026Q1: 8,788 shares 8,788 $751K <0.01% new 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: not reported; 2024Q4: 579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: not reported; 2026Q1: 66,387 shares 66,387 $749K <0.01% new Timeline SHYG 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: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: 7,005 shares; 2025Q2: 7,083 shares; 2025Q3: 7,643 shares; 2025Q4: 5,538 shares; 2026Q1: 17,664 shares 17,664 $747K <0.01% +12,126 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 4,266 shares; 2025Q1: 5,035 shares; 2025Q2: 5,887 shares; 2025Q3: 6,891 shares; 2025Q4: 7,407 shares; 2026Q1: 7,782 shares 7,782 $747K <0.01% +375 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,866 shares; 2024Q4: 79,360 shares; 2025Q1: 89,264 shares; 2025Q2: 90,559 shares; 2025Q3: 82,493 shares; 2025Q4: 88,243 shares; 2026Q1: 88,943 shares 88,943 $745K <0.01% +700 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 585 shares; 2025Q1: 223 shares; 2025Q2: 807 shares; 2025Q3: 906 shares; 2025Q4: 958 shares; 2026Q1: 47,232 shares 47,232 $744K <0.01% +46,274 Timeline HYD 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,967 shares; 2026Q1: 14,803 shares 14,803 $742K <0.01% +12,836 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,154 shares 10,154 $741K <0.01% new 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: 25,519 shares; 2024Q4: 21,591 shares; 2025Q1: 24,830 shares; 2025Q2: 16,071 shares; 2025Q3: 15,174 shares; 2025Q4: 15,084 shares; 2026Q1: 15,758 shares 15,758 $741K <0.01% +674 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 142,868 shares 142,868 $739K <0.01% +139,493 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,693 shares; 2025Q1: 2,498 shares; 2025Q2: 1,174 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 74,562 shares 74,562 $737K <0.01% +73,937 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 278 shares; 2025Q1: 372 shares; 2025Q2: 329 shares; 2025Q3: 321 shares; 2025Q4: 314 shares; 2026Q1: 13,454 shares 13,454 $737K <0.01% +13,140 Timeline DBEU 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: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,115 shares 15,115 $736K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,270 shares; 2024Q4: 21,064 shares; 2025Q1: 23,048 shares; 2025Q2: 23,090 shares; 2025Q3: 22,006 shares; 2025Q4: 21,429 shares; 2026Q1: 21,719 shares 21,719 $734K <0.01% +290 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 658 shares; 2025Q1: 1,125 shares; 2025Q2: 2,456 shares; 2025Q3: 2,228 shares; 2025Q4: 2,333 shares; 2026Q1: 54,100 shares 54,100 $734K <0.01% +51,767 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 403 shares; 2025Q1: 528 shares; 2025Q2: 462 shares; 2025Q3: 473 shares; 2025Q4: 467 shares; 2026Q1: 4,905 shares 4,905 $733K <0.01% +4,438 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,718 shares; 2024Q4: 15,441 shares; 2025Q1: 14,356 shares; 2025Q2: 14,637 shares; 2025Q3: 21,588 shares; 2025Q4: 22,598 shares; 2026Q1: 19,288 shares 19,288 $730K <0.01% -3,310 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,557 shares; 2025Q1: 3,783 shares; 2025Q2: 3,582 shares; 2025Q3: 1,743 shares; 2025Q4: 1,056 shares; 2026Q1: 8,030 shares 8,030 $729K <0.01% +6,974 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 7,502 shares 7,502 $725K <0.01% +6,785 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,902 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares; 2026Q1: 28,707 shares 28,707 $722K <0.01% +25,196 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 13,669 shares; 2025Q1: 14,377 shares; 2025Q2: 11,973 shares; 2025Q3: 16,662 shares; 2025Q4: 11,413 shares; 2026Q1: 15,540 shares 15,540 $721K <0.01% +4,127 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 57 shares; 2025Q4: 54 shares; 2026Q1: 9,372 shares 9,372 $721K <0.01% +9,318 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 1,569 shares; 2025Q4: 2,133 shares; 2026Q1: 14,863 shares 14,863 $720K <0.01% +12,730 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 976 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 9,093 shares 9,093 $719K <0.01% +7,517 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,739 shares; 2024Q4: 40,534 shares; 2025Q1: 43,798 shares; 2025Q2: 37,836 shares; 2025Q3: 38,981 shares; 2025Q4: 35,406 shares; 2026Q1: 38,443 shares 38,443 $719K <0.01% +3,037 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 3,953 shares 3,953 $719K <0.01% +3,828 Timeline 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: not reported; 2025Q4: not reported; 2026Q1: 7,584 shares 7,584 $718K <0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 141 shares; 2025Q1: 21 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 11,467 shares 11,467 $718K <0.01% +11,173 Timeline EWW 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: 89 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,544 shares 9,544 $718K <0.01% new Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,125 shares; 2025Q1: 4,489 shares; 2025Q2: 4,225 shares; 2025Q3: 4,211 shares; 2025Q4: 4,449 shares; 2026Q1: 18,343 shares 18,343 $718K <0.01% +13,894 Timeline MLRG 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 7,970 shares 7,970 $716K <0.01% +7,450 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 18,009 shares 18,009 $716K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 1,406 shares; 2025Q4: 515 shares; 2026Q1: 50,973 shares 50,973 $716K <0.01% +50,458 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 12,987 shares; 2025Q1: 7,585 shares; 2025Q2: 2,149 shares; 2025Q3: 2,106 shares; 2025Q4: 1,833 shares; 2026Q1: 41,553 shares 41,553 $716K <0.01% +39,720 Timeline JMST 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: 14,013 shares 14,013 $714K <0.01% new Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 288 shares; 2025Q1: 284 shares; 2025Q2: 376 shares; 2025Q3: 418 shares; 2025Q4: 468 shares; 2026Q1: 14,458 shares 14,458 $708K <0.01% +13,990 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,243 shares; 2025Q3: 2,200 shares; 2025Q4: 2,180 shares; 2026Q1: 2,992 shares 2,992 $707K <0.01% +812 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 415 shares; 2025Q3: 761 shares; 2025Q4: 615 shares; 2026Q1: 31,694 shares 31,694 $706K <0.01% +31,079 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 28,100 shares; 2025Q1: 28,446 shares; 2025Q2: 23,380 shares; 2025Q3: 2,250 shares; 2025Q4: 3,228 shares; 2026Q1: 36,070 shares 36,070 $704K <0.01% +32,842 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 843 shares; 2025Q1: 1,633 shares; 2025Q2: 1,534 shares; 2025Q3: 855 shares; 2025Q4: 852 shares; 2026Q1: 13,779 shares 13,779 $703K <0.01% +12,927 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 438 shares; 2025Q1: 650 shares; 2025Q2: 640 shares; 2025Q3: 571 shares; 2025Q4: 590 shares; 2026Q1: 28,368 shares 28,368 $702K <0.01% +27,778 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT 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 shares; 2025Q4: not reported; 2026Q1: 3,318 shares 3,318 $702K <0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 552 shares; 2025Q2: 595 shares; 2025Q3: 4,534 shares; 2025Q4: 5,330 shares; 2026Q1: 12,959 shares 12,959 $702K <0.01% +7,629 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 5,978 shares 5,978 $702K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,238 shares 7,238 $702K <0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 974 shares; 2025Q1: 454 shares; 2025Q2: 540 shares; 2025Q3: 6,743 shares; 2025Q4: 540 shares; 2026Q1: 28,859 shares 28,859 $700K <0.01% +28,319 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,443 shares 33,443 $700K <0.01% new Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 17,140 shares 17,140 $700K <0.01% new Timeline TSPA 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: 24 shares; 2025Q4: 719 shares; 2026Q1: 17,100 shares 17,100 $699K <0.01% +16,381 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 58,823 shares 58,823 $699K <0.01% new Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 54,291 shares 54,291 $698K <0.01% new Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 195 shares; 2025Q1: 116 shares; 2025Q2: 630 shares; 2025Q3: 627 shares; 2025Q4: 585 shares; 2026Q1: 9,938 shares 9,938 $696K <0.01% +9,353 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 912 shares; 2025Q1: 640 shares; 2025Q2: 1,419 shares; 2025Q3: 1,682 shares; 2025Q4: 1,841 shares; 2026Q1: 20,395 shares 20,395 $694K <0.01% +18,554 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,880 shares 49,880 $694K <0.01% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,234 shares 7,234 $693K <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 834 shares; 2026Q1: 41,397 shares 41,397 $692K <0.01% +40,563 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,018 shares 19,018 $691K <0.01% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,423 shares 14,423 $691K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,783 shares 5,783 $691K <0.01% new Timeline IBDR 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: 5,914 shares; 2024Q4: 6,336 shares; 2025Q1: 5,914 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 6,261 shares; 2026Q1: 28,443 shares 28,443 $689K <0.01% +22,182 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,530 shares; 2025Q1: 1,626 shares; 2025Q2: 976 shares; 2025Q3: 1,086 shares; 2025Q4: 1,062 shares; 2026Q1: 15,959 shares 15,959 $689K <0.01% +14,897 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX 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: not reported; 2026Q1: 12,718 shares 12,718 $689K <0.01% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares; 2026Q1: 14,627 shares 14,627 $689K <0.01% +14,399 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 18 shares; 2025Q1: 9 shares; 2025Q2: 22 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 18,845 shares 18,845 $687K <0.01% +18,828 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: 335 shares; 2024Q4: 306 shares; 2025Q1: 172 shares; 2025Q2: 228 shares; 2025Q3: 233 shares; 2025Q4: 238 shares; 2026Q1: 4,700 shares 4,700 $685K <0.01% +4,462 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,477 shares; 2025Q1: 2,893 shares; 2025Q2: 2,907 shares; 2025Q3: 2,953 shares; 2025Q4: 3,212 shares; 2026Q1: 3,099 shares 3,099 $685K <0.01% -113 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 37,453 shares 37,453 $684K <0.01% new Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 21 shares; 2025Q4: 26 shares; 2026Q1: 8,668 shares 8,668 $683K <0.01% +8,642 Timeline ITM 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: 14,696 shares 14,696 $682K <0.01% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,912 shares 9,912 $682K <0.01% new Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 288 shares; 2025Q1: 321 shares; 2025Q2: 298 shares; 2025Q3: 330 shares; 2025Q4: 685 shares; 2026Q1: 47,132 shares 47,132 $682K <0.01% +46,447 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 16,955 shares 16,955 $680K <0.01% +15,756 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to 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: 62,029 shares 62,029 $680K <0.01% new Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,283 shares; 2024Q4: 16,380 shares; 2025Q1: 13,841 shares; 2025Q2: 13,123 shares; 2025Q3: 12,489 shares; 2025Q4: 11,551 shares; 2026Q1: 25,120 shares 25,120 $679K <0.01% +13,569 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 343 shares; 2025Q1: 453 shares; 2025Q2: 399 shares; 2025Q3: 434 shares; 2025Q4: 422 shares; 2026Q1: 9,291 shares 9,291 $675K <0.01% +8,869 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 80 shares; 2025Q1: 308 shares; 2025Q2: 149 shares; 2025Q3: 155 shares; 2025Q4: 300 shares; 2026Q1: 11,329 shares 11,329 $673K <0.01% +11,029 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,815 shares 5,815 $668K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,110 shares; 2024Q4: 19,110 shares; 2025Q1: 19,110 shares; 2025Q2: 19,110 shares; 2025Q3: 19,110 shares; 2025Q4: 18,860 shares; 2026Q1: 18,710 shares 18,710 $663K <0.01% -150 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: 83 shares; 2024Q4: 49 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 55 shares; 2026Q1: 44,633 shares 44,633 $662K <0.01% +44,578 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 923 shares; 2025Q1: 1,116 shares; 2025Q2: 823 shares; 2025Q3: 894 shares; 2025Q4: 994 shares; 2026Q1: 49,333 shares 49,333 $660K <0.01% +48,339 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 4 shares; 2025Q4: not reported; 2026Q1: 6,611 shares 6,611 $658K <0.01% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 601 shares; 2025Q1: 758 shares; 2025Q2: 572 shares; 2025Q3: 558 shares; 2025Q4: 544 shares; 2026Q1: 9,610 shares 9,610 $658K <0.01% +9,066 Timeline QQEW 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: not reported; 2026Q1: 5,164 shares 5,164 $656K <0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 4,123 shares 4,123 $655K <0.01% +3,949 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,833 shares; 2025Q1: 7,284 shares; 2025Q2: 7,431 shares; 2025Q3: 9,246 shares; 2025Q4: 10,433 shares; 2026Q1: 11,068 shares 11,068 $655K <0.01% +635 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,881 shares 34,881 $653K <0.01% new Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS 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: 37,598 shares 37,598 $650K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,970 shares; 2024Q4: 18,436 shares; 2025Q1: 16,644 shares; 2025Q2: 24,330 shares; 2025Q3: 24,000 shares; 2025Q4: 26,832 shares; 2026Q1: 26,446 shares 26,446 $649K <0.01% -386 Timeline SMMU 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: not reported; 2026Q1: 12,868 shares 12,868 $649K <0.01% new Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,880 shares 119,880 $649K <0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 6,544 shares; 2025Q1: 6,321 shares; 2025Q2: 6,245 shares; 2025Q3: 4,405 shares; 2025Q4: 3,985 shares; 2026Q1: 5,148 shares 5,148 $648K <0.01% +1,163 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: 5,362 shares; 2024Q4: 2,751 shares; 2025Q1: 4,410 shares; 2025Q2: 4,990 shares; 2025Q3: 4,971 shares; 2025Q4: 4,826 shares; 2026Q1: 5,083 shares 5,083 $647K <0.01% +257 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,759 shares 43,759 $646K <0.01% new Timeline NAVN NAVAN INC More: the full row for NAVAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,794 shares 48,794 $646K <0.01% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,990 shares 6,990 $646K <0.01% new Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO 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: 13,470 shares 13,470 $645K <0.01% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,508 shares; 2025Q1: 1,523 shares; 2025Q2: 1,237 shares; 2025Q3: 1,282 shares; 2025Q4: 1,032 shares; 2026Q1: 11,582 shares 11,582 $645K <0.01% +10,550 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 121 shares; 2025Q1: 195 shares; 2025Q2: 189 shares; 2025Q3: 206 shares; 2025Q4: 214 shares; 2026Q1: 7,304 shares 7,304 $644K <0.01% +7,090 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 50 shares; 2025Q1: 56 shares; 2025Q2: 60 shares; 2025Q3: 85 shares; 2025Q4: 76 shares; 2026Q1: 5,341 shares 5,341 $644K <0.01% +5,265 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 15,378 shares 15,378 $643K <0.01% +12,847 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 6,371 shares; 2025Q1: 6,305 shares; 2025Q2: 3,212 shares; 2025Q3: 1,995 shares; 2025Q4: 3,331 shares; 2026Q1: 73,241 shares 73,241 $639K <0.01% +69,910 Timeline LDUR 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: not reported; 2026Q1: 6,668 shares 6,668 $639K <0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 4,669 shares; 2025Q1: 4,518 shares; 2025Q2: 6,030 shares; 2025Q3: 6,602 shares; 2025Q4: 6,778 shares; 2026Q1: 8,458 shares 8,458 $638K <0.01% +1,680 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,918 shares 31,918 $637K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 42 shares; 2025Q1: 237 shares; 2025Q2: 220 shares; 2025Q3: 346 shares; 2025Q4: 6,192 shares; 2026Q1: 7,683 shares 7,683 $636K <0.01% +1,491 Timeline FGD 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: not reported; 2026Q1: 19,881 shares 19,881 $635K <0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 145 shares; 2025Q1: 174 shares; 2025Q2: 99 shares; 2025Q3: 141 shares; 2025Q4: 57 shares; 2026Q1: 4,531 shares 4,531 $633K <0.01% +4,474 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: 8,829 shares 8,829 $633K <0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,079 shares; 2025Q1: 3,965 shares; 2025Q2: 4,923 shares; 2025Q3: 5,600 shares; 2025Q4: 3,919 shares; 2026Q1: 184,182 shares 184,182 $632K <0.01% +180,263 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 5,109 shares; 2025Q1: 5,584 shares; 2025Q2: 4,783 shares; 2025Q3: 4,404 shares; 2025Q4: 4,369 shares; 2026Q1: 4,978 shares 4,978 $631K <0.01% +609 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,414 shares; 2024Q4: 18,873 shares; 2025Q1: 19,618 shares; 2025Q2: 19,220 shares; 2025Q3: 17,703 shares; 2025Q4: 38,431 shares; 2026Q1: 39,569 shares 39,569 $630K <0.01% +1,138 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,885 shares; 2025Q1: 3,013 shares; 2025Q2: 2,189 shares; 2025Q3: 1,820 shares; 2025Q4: 1,838 shares; 2026Q1: 35,389 shares 35,389 $628K <0.01% +33,551 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,960 shares 15,960 $628K <0.01% new Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 888 shares; 2025Q1: 938 shares; 2025Q2: 320 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 43,529 shares 43,529 $627K <0.01% new Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,901 shares 15,901 $626K <0.01% new Timeline MSSM MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY 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: 12,110 shares 12,110 $625K <0.01% new Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 156 shares; 2025Q2: 110 shares; 2025Q3: 106 shares; 2025Q4: 144 shares; 2026Q1: 10,273 shares 10,273 $623K <0.01% +10,129 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 7,643 shares 7,643 $623K <0.01% +4,054 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 53 shares; 2025Q2: 55 shares; 2025Q3: 73 shares; 2025Q4: 77 shares; 2026Q1: 4,029 shares 4,029 $623K <0.01% +3,952 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,420 shares 20,420 $623K <0.01% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS 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: 134,733 shares 134,733 $622K <0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 616 shares; 2025Q1: 335 shares; 2025Q2: 446 shares; 2025Q3: 704 shares; 2025Q4: 1,368 shares; 2026Q1: 24,492 shares 24,492 $622K <0.01% +23,124 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to 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: 33,404 shares 33,404 $621K <0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 600 shares; 2025Q1: 6,736 shares; 2025Q2: 6,521 shares; 2025Q3: 2,901 shares; 2025Q4: 2,790 shares; 2026Q1: 4,974 shares 4,974 $621K <0.01% +2,184 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $620K <0.01% new Timeline CLOA 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: 11,847 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: not reported; 2026Q1: 11,959 shares 11,959 $620K <0.01% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 689 shares; 2025Q1: 705 shares; 2025Q2: 913 shares; 2025Q3: 933 shares; 2025Q4: 945 shares; 2026Q1: 29,284 shares 29,284 $620K <0.01% +28,339 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 25 shares; 2025Q1: 13 shares; 2025Q2: 88 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 28,865 shares 28,865 $618K <0.01% +28,852 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,614 shares; 2025Q4: not reported; 2026Q1: 72,530 shares 72,530 $618K <0.01% new Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 424 shares; 2025Q1: 674 shares; 2025Q2: 833 shares; 2025Q3: 728 shares; 2025Q4: 668 shares; 2026Q1: 18,217 shares 18,217 $618K <0.01% +17,549 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,598 shares; 2025Q1: 21,437 shares; 2025Q2: 22,021 shares; 2025Q3: 22,870 shares; 2025Q4: 22,004 shares; 2026Q1: 25,406 shares 25,406 $617K <0.01% +3,402 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 184 shares; 2025Q1: 190 shares; 2025Q2: 219 shares; 2025Q3: 236 shares; 2025Q4: 219 shares; 2026Q1: 15,933 shares 15,933 $616K <0.01% +15,714 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,264 shares 16,264 $616K <0.01% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 14 shares; 2025Q4: 163 shares; 2026Q1: 25,518 shares 25,518 $615K <0.01% +25,355 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 22,378 shares 22,378 $611K <0.01% +11,578 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 991 shares; 2025Q1: 1,418 shares; 2025Q2: 833 shares; 2025Q3: 408 shares; 2025Q4: 583 shares; 2026Q1: 33,906 shares 33,906 $610K <0.01% +33,323 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,522 shares 12,522 $610K <0.01% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,446 shares 21,446 $610K <0.01% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: 9,810 shares 9,810 $609K <0.01% new Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT 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: 32,229 shares 32,229 $607K <0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,528 shares 20,528 $605K <0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 183 shares; 2025Q2: 71 shares; 2025Q3: 9,853 shares; 2025Q4: 13,123 shares; 2026Q1: 19,020 shares 19,020 $604K <0.01% +5,897 Timeline IVOL 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: 31,541 shares; 2024Q4: 30,541 shares; 2025Q1: 24,995 shares; 2025Q2: 23,495 shares; 2025Q3: 23,395 shares; 2025Q4: 23,395 shares; 2026Q1: 32,276 shares 32,276 $604K <0.01% +8,881 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,014 shares; 2024Q4: 72,518 shares; 2025Q1: 73,902 shares; 2025Q2: 73,159 shares; 2025Q3: 69,998 shares; 2025Q4: 23,794 shares; 2026Q1: 23,940 shares 23,940 $603K <0.01% +146 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 1,992 shares; 2025Q1: 2,062 shares; 2025Q2: 1,432 shares; 2025Q3: 1,185 shares; 2025Q4: 1,764 shares; 2026Q1: 29,797 shares 29,797 $603K <0.01% +28,033 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 223 shares; 2025Q1: 183 shares; 2025Q2: 387 shares; 2025Q3: 349 shares; 2025Q4: 350 shares; 2026Q1: 6,588 shares 6,588 $600K <0.01% +6,238 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 845 shares; 2025Q1: 943 shares; 2025Q2: 850 shares; 2025Q3: 881 shares; 2025Q4: 939 shares; 2026Q1: 23,342 shares 23,342 $599K <0.01% +22,403 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,122 shares 19,122 $599K <0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,695 shares 23,695 $599K <0.01% new Timeline PTF 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: not reported; 2025Q4: not reported; 2026Q1: 6,907 shares 6,907 $596K <0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,147 shares 6,147 $596K <0.01% new Timeline IVLU 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: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 14,924 shares 14,924 $592K <0.01% +13,342 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 192 shares; 2025Q1: 277 shares; 2025Q2: 124 shares; 2025Q3: 171 shares; 2025Q4: 196 shares; 2026Q1: 9,423 shares 9,423 $592K <0.01% +9,227 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,264 shares; 2025Q1: 431 shares; 2025Q2: 702 shares; 2025Q3: 658 shares; 2025Q4: 225 shares; 2026Q1: 25,299 shares 25,299 $592K <0.01% +25,074 Timeline LBO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,007 shares 25,007 $591K <0.01% new Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 7,519 shares; 2025Q1: 8,503 shares; 2025Q2: 8,805 shares; 2025Q3: 8,856 shares; 2025Q4: 8,853 shares; 2026Q1: 20,720 shares 20,720 $591K <0.01% +11,867 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 4,712 shares; 2025Q1: 3,223 shares; 2025Q2: 3,253 shares; 2025Q3: 3,374 shares; 2025Q4: 3,633 shares; 2026Q1: 3,646 shares 3,646 $590K <0.01% +13 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 122 shares; 2025Q1: 147 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 127 shares; 2026Q1: 6,483 shares 6,483 $588K <0.01% +6,356 Timeline FXU 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: not reported; 2026Q1: 11,818 shares 11,818 $586K <0.01% new Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 95 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 100 shares; 2026Q1: 17,460 shares 17,460 $586K <0.01% +17,360 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 1,334 shares; 2025Q1: 695 shares; 2025Q2: 742 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 82,698 shares 82,698 $586K <0.01% +81,961 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 620 shares; 2025Q2: 278 shares; 2025Q3: 183 shares; 2025Q4: 143 shares; 2026Q1: 10,204 shares 10,204 $585K <0.01% +10,061 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 153 shares; 2025Q3: 149 shares; 2025Q4: 333 shares; 2026Q1: 23,088 shares 23,088 $585K <0.01% +22,755 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 420 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 8,336 shares 8,336 $583K <0.01% +8,022 Timeline BLCR 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: 14,184 shares 14,184 $582K <0.01% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,752 shares 22,752 $581K <0.01% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 5,706 shares 5,706 $581K <0.01% +4,258 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 3,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,094 shares 165,094 $579K <0.01% new Timeline JBND 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: 10,748 shares 10,748 $578K <0.01% new Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 74 shares; 2025Q1: 371 shares; 2025Q2: 382 shares; 2025Q3: 322 shares; 2025Q4: 325 shares; 2026Q1: 20,618 shares 20,618 $573K <0.01% +20,293 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 5,232 shares 5,232 $572K <0.01% +5,154 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,504 shares 12,504 $570K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 10,397 shares; 2025Q1: 10,649 shares; 2025Q2: 10,798 shares; 2025Q3: 9,986 shares; 2025Q4: 9,146 shares; 2026Q1: 9,095 shares 9,095 $569K <0.01% -51 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 4,835 shares 4,835 $569K <0.01% +4,753 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,672 shares 7,672 $569K <0.01% new Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 167 shares; 2025Q2: 9 shares; 2025Q3: 40 shares; 2025Q4: 31 shares; 2026Q1: 8,111 shares 8,111 $569K <0.01% +8,080 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,362 shares; 2024Q4: 33,727 shares; 2025Q1: 11,513 shares; 2025Q2: 5,634 shares; 2025Q3: 5,491 shares; 2025Q4: 5,630 shares; 2026Q1: 61,218 shares 61,218 $569K <0.01% +55,588 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,209 shares; 2025Q1: 1,261 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 6,560 shares 6,560 $569K <0.01% +5,393 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 10,435 shares; 2025Q1: 5,136 shares; 2025Q2: 5,136 shares; 2025Q3: 13,232 shares; 2025Q4: 9,563 shares; 2026Q1: 49,434 shares 49,434 $568K <0.01% +39,871 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 273 shares; 2025Q1: 282 shares; 2025Q2: 253 shares; 2025Q3: 296 shares; 2025Q4: 276 shares; 2026Q1: 34,752 shares 34,752 $568K <0.01% +34,476 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: 1,977 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,491 shares 17,491 $567K <0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 25 shares; 2025Q2: 21 shares; 2025Q3: 25 shares; 2025Q4: 34 shares; 2026Q1: 3,467 shares 3,467 $567K <0.01% +3,433 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 14,822 shares 14,822 $566K <0.01% +12,822 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 203 shares; 2025Q1: 137 shares; 2025Q2: 70 shares; 2025Q3: 50 shares; 2025Q4: 250 shares; 2026Q1: 9,633 shares 9,633 $565K <0.01% +9,383 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 1,832 shares; 2025Q1: 448 shares; 2025Q2: 764 shares; 2025Q3: 698 shares; 2025Q4: 1,159 shares; 2026Q1: 25,949 shares 25,949 $565K <0.01% +24,790 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 77,617 shares 77,617 $563K <0.01% +75,709 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,554 shares 30,554 $562K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 7,930 shares 7,930 $562K <0.01% +7,871 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,149 shares; 2024Q4: 28,205 shares; 2025Q1: 24,707 shares; 2025Q2: 24,768 shares; 2025Q3: 28,879 shares; 2025Q4: 35,308 shares; 2026Q1: 35,669 shares 35,669 $561K <0.01% +361 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,502 shares 5,502 $560K <0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 347 shares; 2025Q1: 448 shares; 2025Q2: 395 shares; 2025Q3: 874 shares; 2025Q4: 378 shares; 2026Q1: 15,316 shares 15,316 $559K <0.01% +14,938 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,007 shares 12,007 $558K <0.01% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to 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: 31,622 shares 31,622 $557K <0.01% new Timeline AMWD AMERICAN WOODMARK CORP More: the full row for AMERICAN WOODMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 55 shares; 2025Q1: 152 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 134 shares; 2026Q1: 13,979 shares 13,979 $557K <0.01% +13,845 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,316 shares; 2025Q1: 3,316 shares; 2025Q2: 1,896 shares; 2025Q3: 1,962 shares; 2025Q4: 3,383 shares; 2026Q1: 130,370 shares 130,370 $553K <0.01% +126,987 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,330 shares 23,330 $553K <0.01% new Timeline