STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,635 shares; 2025Q3: 8,560 shares; 2025Q4: not reported; 2026Q1: 12,696 shares 12,696 $439K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,788 shares; 2024Q4: 98,609 shares; 2025Q1: 95,010 shares; 2025Q2: 89,773 shares; 2025Q3: 98,690 shares; 2025Q4: 107,163 shares; 2026Q1: 27,233 shares 27,233 $438K <0.01% -79,930 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 29,275 shares; 2025Q1: 32,690 shares; 2025Q2: 39,771 shares; 2025Q3: 226,201 shares; 2025Q4: 262,149 shares; 2026Q1: 94,830 shares 94,830 $438K <0.01% -167,319 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: not reported; 2025Q2: 1,219 shares; 2025Q3: 1,026 shares; 2025Q4: 9,659 shares; 2026Q1: 3,082 shares 3,082 $435K <0.01% -6,577 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,029 shares; 2024Q4: 6,670 shares; 2025Q1: 3,077 shares; 2025Q2: 6,011 shares; 2025Q3: 3,199 shares; 2025Q4: 8,736 shares; 2026Q1: 6,000 shares 6,000 $431K <0.01% -2,736 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 4,565 shares 4,565 $430K <0.01% new Timeline SPAB 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: 16,764 shares 16,764 $430K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 3,376 shares; 2026Q1: 5,803 shares 5,803 $429K <0.01% +2,427 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS 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: 4,917 shares 4,917 $427K <0.01% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 4,163 shares; 2025Q1: 3,830 shares; 2025Q2: not reported; 2025Q3: 4,198 shares; 2025Q4: 5,724 shares; 2026Q1: 5,842 shares 5,842 $427K <0.01% +118 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,181 shares; 2026Q1: 6,950 shares 6,950 $426K <0.01% -1,231 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,736 shares; 2025Q4: 1,177 shares; 2026Q1: 1,317 shares 1,317 $425K <0.01% +140 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,923 shares; 2025Q2: 25,255 shares; 2025Q3: 31,476 shares; 2025Q4: 55,432 shares; 2026Q1: 56,120 shares 56,120 $425K <0.01% +688 Timeline QCLN 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: 42,574 shares; 2024Q4: not reported; 2025Q1: 8,045 shares; 2025Q2: 7,035 shares; 2025Q3: 7,035 shares; 2025Q4: 9,061 shares; 2026Q1: 9,073 shares 9,073 $422K <0.01% +12 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: not reported; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares; 2026Q1: 4,977 shares 4,977 $421K <0.01% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $421K <0.01% 0 Timeline JPSE 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: 8,860 shares; 2024Q4: 9,009 shares; 2025Q1: 8,559 shares; 2025Q2: 7,635 shares; 2025Q3: 7,515 shares; 2025Q4: 8,033 shares; 2026Q1: 8,033 shares 8,033 $421K <0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,274 shares; 2025Q4: 14,777 shares; 2026Q1: 17,055 shares 17,055 $419K <0.01% +2,278 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is 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: 9,922 shares 9,922 $419K <0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares 7,567 $416K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,100 shares; 2024Q4: 27,590 shares; 2025Q1: 25,809 shares; 2025Q2: 24,487 shares; 2025Q3: 26,397 shares; 2025Q4: 23,330 shares; 2026Q1: 8,803 shares 8,803 $416K <0.01% -14,527 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,447 shares; 2026Q1: 5,850 shares 5,850 $415K <0.01% +403 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,447 shares; 2026Q1: 13,937 shares 13,937 $414K <0.01% +1,490 Timeline AVGV 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: 5,264 shares; 2025Q2: 5,268 shares; 2025Q3: 5,268 shares; 2025Q4: 5,328 shares; 2026Q1: 5,328 shares 5,328 $413K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,594 shares; 2026Q1: 7,164 shares 7,164 $413K <0.01% +570 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,117 shares; 2024Q4: 12,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,050 shares; 2025Q4: 9,845 shares; 2026Q1: 4,497 shares 4,497 $411K <0.01% -5,348 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 15,067 shares; 2025Q1: 15,098 shares; 2025Q2: 16,045 shares; 2025Q3: 17,043 shares; 2025Q4: 16,491 shares; 2026Q1: 16,268 shares 16,268 $411K <0.01% -223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,177 shares; 2026Q1: 14,606 shares 14,606 $409K <0.01% -571 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,793 shares; 2026Q1: 16,794 shares 16,794 $407K <0.01% +1 Timeline EWX 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: 7,125 shares; 2024Q4: 6,292 shares; 2025Q1: 6,292 shares; 2025Q2: 6,401 shares; 2025Q3: 6,626 shares; 2025Q4: 6,646 shares; 2026Q1: 6,139 shares 6,139 $406K <0.01% -507 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,497 shares; 2025Q1: 19,327 shares; 2025Q2: 27,977 shares; 2025Q3: 29,927 shares; 2025Q4: 33,380 shares; 2026Q1: 37,445 shares 37,445 $406K <0.01% +4,065 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,790 shares; 2025Q4: 3,115 shares; 2026Q1: 2,837 shares 2,837 $405K <0.01% -278 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,510 shares; 2025Q3: 3,148 shares; 2025Q4: 2,812 shares; 2026Q1: 2,682 shares 2,682 $404K <0.01% -130 Timeline CGMU 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: 14,852 shares; 2026Q1: 14,852 shares 14,852 $403K <0.01% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,640 shares 5,640 $403K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,544 shares; 2026Q1: 6,372 shares 6,372 $402K <0.01% +1,828 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares; 2026Q1: 16,815 shares 16,815 $402K <0.01% +5,855 Timeline SUSC 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: 11,530 shares; 2025Q1: 13,918 shares; 2025Q2: 11,909 shares; 2025Q3: 11,836 shares; 2025Q4: 14,504 shares; 2026Q1: 17,259 shares 17,259 $399K <0.01% +2,755 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: not reported; 2024Q4: 9,551 shares; 2025Q1: 8,624 shares; 2025Q2: 9,542 shares; 2025Q3: 9,014 shares; 2025Q4: 11,954 shares; 2026Q1: 12,659 shares 12,659 $399K <0.01% +705 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO 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: 5,113 shares; 2026Q1: 5,235 shares 5,235 $397K <0.01% +122 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 5,700 shares; 2025Q2: 5,018 shares; 2025Q3: 5,467 shares; 2025Q4: 7,896 shares; 2026Q1: 7,896 shares 7,896 $393K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 5,049 shares; 2025Q4: 438 shares; 2026Q1: 371 shares 371 $392K <0.01% -67 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,110 shares; 2026Q1: 10,110 shares 10,110 $391K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,262 shares; 2024Q4: 15,610 shares; 2025Q1: 23,547 shares; 2025Q2: 20,337 shares; 2025Q3: 12,206 shares; 2025Q4: 13,510 shares; 2026Q1: 7,667 shares 7,667 $389K <0.01% -5,843 Timeline RWX 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: 14,313 shares; 2024Q4: 14,744 shares; 2025Q1: 153,647 shares; 2025Q2: 14,376 shares; 2025Q3: 13,085 shares; 2025Q4: 14,369 shares; 2026Q1: 14,609 shares 14,609 $389K <0.01% +240 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 17,291 shares 17,291 $389K <0.01% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,935 shares 13,935 $386K <0.01% new 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: 6,951 shares; 2025Q4: 7,301 shares; 2026Q1: 7,772 shares 7,772 $385K <0.01% +471 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 13,727 shares; 2025Q4: 16,002 shares; 2026Q1: 11,605 shares 11,605 $384K <0.01% -4,397 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,674 shares; 2025Q1: 10,244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,985 shares; 2026Q1: 15,195 shares 15,195 $384K <0.01% +1,210 Timeline FLTR 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: 15,024 shares 15,024 $383K <0.01% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,233 shares 30,233 $382K <0.01% new Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,292 shares; 2024Q4: 14,481 shares; 2025Q1: 14,521 shares; 2025Q2: 14,575 shares; 2025Q3: 14,392 shares; 2025Q4: 14,930 shares; 2026Q1: 10,436 shares 10,436 $382K <0.01% -4,494 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 10,039 shares; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 4,508 shares; 2025Q4: 11,156 shares; 2026Q1: 7,154 shares 7,154 $382K <0.01% -4,002 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 1,916 shares 1,916 $379K <0.01% -531 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 8,652 shares 8,652 $379K <0.01% new Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,857 shares; 2026Q1: 5,218 shares 5,218 $379K <0.01% +361 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,217 shares; 2025Q3: 6,379 shares; 2025Q4: 6,409 shares; 2026Q1: 6,081 shares 6,081 $379K <0.01% -328 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,947 shares; 2025Q2: 10,801 shares; 2025Q3: 10,801 shares; 2025Q4: 10,801 shares; 2026Q1: 10,801 shares 10,801 $379K <0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,202 shares; 2024Q4: 14,063 shares; 2025Q1: 11,906 shares; 2025Q2: 11,506 shares; 2025Q3: 9,812 shares; 2025Q4: 11,414 shares; 2026Q1: 15,366 shares 15,366 $378K <0.01% +3,952 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,275 shares; 2025Q1: 6,900 shares; 2025Q2: 6,872 shares; 2025Q3: 6,871 shares; 2025Q4: 8,767 shares; 2026Q1: 8,767 shares 8,767 $378K <0.01% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT 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: 5,788 shares 5,788 $378K <0.01% new Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES 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: 154,089 shares; 2026Q1: 150,446 shares 150,446 $378K <0.01% -3,643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 6,098 shares; 2025Q4: 16,855 shares; 2026Q1: 9,404 shares 9,404 $377K <0.01% -7,451 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,280 shares 14,280 $376K <0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,397 shares; 2025Q4: 6,540 shares; 2026Q1: 6,427 shares 6,427 $376K <0.01% -113 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 12,415 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,365 shares; 2026Q1: 10,365 shares 10,365 $376K <0.01% 0 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: not reported; 2024Q4: 8,556 shares; 2025Q1: 8,309 shares; 2025Q2: 7,792 shares; 2025Q3: 6,200 shares; 2025Q4: 6,844 shares; 2026Q1: 5,489 shares 5,489 $376K <0.01% -1,355 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,890 shares; 2026Q1: 1,415 shares 1,415 $375K <0.01% -475 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,850 shares; 2024Q4: 19,850 shares; 2025Q1: 19,429 shares; 2025Q2: 18,391 shares; 2025Q3: 5,107 shares; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares 3,392 $375K <0.01% 0 Timeline TAX 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: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 13,800 shares 13,800 $374K <0.01% +5,800 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,316 shares; 2025Q1: 5,398 shares; 2025Q2: 5,423 shares; 2025Q3: 7,019 shares; 2025Q4: 6,716 shares; 2026Q1: 6,916 shares 6,916 $374K <0.01% +200 Timeline BOOM DMC GLOBAL INC More: the full row for DMC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,429 shares; 2025Q1: 70,539 shares; 2025Q2: 71,997 shares; 2025Q3: 71,848 shares; 2025Q4: 70,000 shares; 2026Q1: 1,354 shares 1,354 $372K <0.01% -68,646 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,458 shares; 2026Q1: 6,221 shares 6,221 $371K <0.01% -2,237 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 12,959 shares; 2025Q1: 12,671 shares; 2025Q2: 12,274 shares; 2025Q3: 12,033 shares; 2025Q4: 11,670 shares; 2026Q1: 5,415 shares 5,415 $369K <0.01% -6,255 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 35,429 shares; 2026Q1: 35,429 shares 35,429 $369K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL 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: 4,332 shares; 2025Q4: 7,551 shares; 2026Q1: 6,577 shares 6,577 $367K <0.01% -974 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,031 shares; 2024Q4: 16,178 shares; 2025Q1: 15,866 shares; 2025Q2: 14,091 shares; 2025Q3: 17,601 shares; 2025Q4: 17,679 shares; 2026Q1: 13,965 shares 13,965 $367K <0.01% -3,714 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,718 shares; 2024Q4: 7,751 shares; 2025Q1: 8,017 shares; 2025Q2: 7,792 shares; 2025Q3: 8,861 shares; 2025Q4: 9,279 shares; 2026Q1: 10,957 shares 10,957 $367K <0.01% +1,678 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,229 shares; 2026Q1: 35,229 shares 35,229 $366K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,103 shares 1,103 $365K <0.01% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,606 shares; 2025Q3: 4,636 shares; 2025Q4: 5,299 shares; 2026Q1: 5,809 shares 5,809 $365K <0.01% +510 Timeline EQWL 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: 1,757 shares; 2026Q1: 3,177 shares 3,177 $363K <0.01% +1,420 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,427 shares; 2025Q2: 7,427 shares; 2025Q3: 7,400 shares; 2025Q4: 7,626 shares; 2026Q1: 240 shares 240 $363K <0.01% -7,386 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,348 shares 9,348 $362K <0.01% new Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT 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: 31,608 shares; 2026Q1: 33,043 shares 33,043 $360K <0.01% +1,435 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,695 shares; 2026Q1: 26,571 shares 26,571 $360K <0.01% -2,124 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: not reported; 2025Q1: 43,068 shares; 2025Q2: 25,355 shares; 2025Q3: 41,068 shares; 2025Q4: 36,280 shares; 2026Q1: 26,966 shares 26,966 $359K <0.01% -9,314 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 3,466 shares; 2025Q1: 3,680 shares; 2025Q2: 2,107 shares; 2025Q3: 1,482 shares; 2025Q4: 2,779 shares; 2026Q1: 3,913 shares 3,913 $359K <0.01% +1,134 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 5,711 shares; 2026Q1: 4,637 shares 4,637 $358K <0.01% -1,074 Timeline NIO NIO INC More: the full row for NIO 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: 60,762 shares; 2026Q1: 59,349 shares 59,349 $358K <0.01% -1,413 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,313 shares; 2025Q1: 12,399 shares; 2025Q2: not reported; 2025Q3: 14,084 shares; 2025Q4: 22,801 shares; 2026Q1: 44,534 shares 44,534 $358K <0.01% +21,733 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: 2,275 shares; 2024Q4: 4,463 shares; 2025Q1: 3,320 shares; 2025Q2: 4,550 shares; 2025Q3: 4,756 shares; 2025Q4: 3,500 shares; 2026Q1: 2,188 shares 2,188 $358K <0.01% -1,312 Timeline EWZ 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: 9,306 shares 9,306 $357K <0.01% new Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,006 shares; 2026Q1: 32,006 shares 32,006 $357K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,308 shares; 2024Q4: 57,551 shares; 2025Q1: 59,004 shares; 2025Q2: 60,753 shares; 2025Q3: 32,516 shares; 2025Q4: 36,559 shares; 2026Q1: 42,084 shares 42,084 $354K <0.01% +5,525 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 2,676 shares; 2025Q4: 1,361 shares; 2026Q1: 1,435 shares 1,435 $354K <0.01% +74 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: not reported; 2025Q2: 3,806 shares; 2025Q3: 3,612 shares; 2025Q4: 4,512 shares; 2026Q1: 4,705 shares 4,705 $354K <0.01% +193 Timeline MAKO MAKO MNG CORP More: the full row for MAKO MNG 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: 55,400 shares 55,400 $354K <0.01% new Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW 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: 30,294 shares; 2026Q1: 30,023 shares 30,023 $354K <0.01% -271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 4,152 shares; 2026Q1: 4,006 shares 4,006 $353K <0.01% -146 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: 4,662 shares 4,662 $353K <0.01% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,600 shares; 2026Q1: 35,600 shares 35,600 $351K <0.01% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,087 shares 5,087 $351K <0.01% new Timeline IBTJ 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: 17,847 shares; 2025Q3: 18,023 shares; 2025Q4: 19,548 shares; 2026Q1: 16,059 shares 16,059 $351K <0.01% -3,489 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,268 shares; 2026Q1: 11,270 shares 11,270 $350K <0.01% +2,002 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,903 shares; 2025Q1: 5,227 shares; 2025Q2: 5,266 shares; 2025Q3: 2,485 shares; 2025Q4: 6,115 shares; 2026Q1: 2,443 shares 2,443 $350K <0.01% -3,672 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,726 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,956 shares 3,956 $350K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,753 shares; 2026Q1: 10,016 shares 10,016 $349K <0.01% -737 Timeline TFLO 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: 6,890 shares 6,890 $349K <0.01% new 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: 5,770 shares; 2024Q4: 8,419 shares; 2025Q1: not reported; 2025Q2: 8,836 shares; 2025Q3: 8,868 shares; 2025Q4: 9,822 shares; 2026Q1: 10,832 shares 10,832 $349K <0.01% +1,010 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,424 shares; 2024Q4: 8,837 shares; 2025Q1: 8,325 shares; 2025Q2: 8,692 shares; 2025Q3: 8,928 shares; 2025Q4: 8,820 shares; 2026Q1: 7,812 shares 7,812 $347K <0.01% -1,008 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,889 shares; 2025Q1: 2,949 shares; 2025Q2: 7,482 shares; 2025Q3: 6,733 shares; 2025Q4: 5,237 shares; 2026Q1: 4,609 shares 4,609 $347K <0.01% -628 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,085 shares; 2026Q1: 3,162 shares 3,162 $347K <0.01% +77 Timeline FV 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: 5,524 shares; 2025Q3: 5,370 shares; 2025Q4: 5,924 shares; 2026Q1: 2,981 shares 2,981 $346K <0.01% -2,943 Timeline LIT 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: 297,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,427 shares; 2025Q4: 4,667 shares; 2026Q1: 4,642 shares 4,642 $345K <0.01% -25 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,107 shares; 2024Q4: 22,220 shares; 2025Q1: 20,474 shares; 2025Q2: 19,424 shares; 2025Q3: 19,005 shares; 2025Q4: 19,134 shares; 2026Q1: 17,682 shares 17,682 $345K <0.01% -1,452 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 1,176 shares 1,176 $341K <0.01% +376 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,134 shares; 2025Q1: 4,254 shares; 2025Q2: 4,243 shares; 2025Q3: 3,546 shares; 2025Q4: 5,712 shares; 2026Q1: 5,387 shares 5,387 $341K <0.01% -325 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,976 shares; 2026Q1: 11,419 shares 11,419 $340K <0.01% +3,443 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,010 shares; 2025Q1: 10,015 shares; 2025Q2: not reported; 2025Q3: 10,021 shares; 2025Q4: 10,041 shares; 2026Q1: 10,072 shares 10,072 $340K <0.01% +31 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,670 shares; 2025Q1: 3,515 shares; 2025Q2: 3,516 shares; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 3,452 shares 3,452 $340K <0.01% -64 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,942 shares; 2025Q1: 6,031 shares; 2025Q2: 5,980 shares; 2025Q3: 5,765 shares; 2025Q4: 10,002 shares; 2026Q1: 9,470 shares 9,470 $340K <0.01% -532 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,126 shares; 2025Q1: 15,261 shares; 2025Q2: 20,018 shares; 2025Q3: 17,369 shares; 2025Q4: 33,223 shares; 2026Q1: 40,177 shares 40,177 $338K <0.01% +6,954 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,546 shares; 2026Q1: 17,534 shares 17,534 $337K <0.01% +7,988 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,262 shares; 2025Q4: 4,594 shares; 2026Q1: 4,859 shares 4,859 $336K <0.01% +265 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,415 shares; 2025Q4: 4,181 shares; 2026Q1: 4,303 shares 4,303 $336K <0.01% +122 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,233 shares; 2026Q1: 12,483 shares 12,483 $334K <0.01% +1,250 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 21,593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,438 shares 44,438 $334K <0.01% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 5,075 shares; 2025Q3: 4,975 shares; 2025Q4: 4,979 shares; 2026Q1: 4,979 shares 4,979 $334K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,867 shares; 2025Q1: 4,895 shares; 2025Q2: 4,883 shares; 2025Q3: 4,716 shares; 2025Q4: 4,904 shares; 2026Q1: 4,111 shares 4,111 $332K <0.01% -793 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 4,425 shares 4,425 $332K <0.01% +1,283 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares; 2026Q1: 5,548 shares 5,548 $331K <0.01% +80 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,353 shares; 2026Q1: 32,393 shares 32,393 $330K <0.01% +5,040 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,800 shares; 2025Q4: 13,918 shares; 2026Q1: 8,906 shares 8,906 $329K <0.01% -5,012 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,450 shares 8,450 $328K <0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 3,601 shares 3,601 $328K <0.01% +835 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is 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: 12,241 shares 12,241 $328K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,031 shares; 2025Q1: 5,922 shares; 2025Q2: 5,107 shares; 2025Q3: 5,709 shares; 2025Q4: 6,858 shares; 2026Q1: 3,384 shares 3,384 $327K <0.01% -3,474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,529 shares; 2026Q1: 2,410 shares 2,410 $327K <0.01% -119 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,932 shares; 2026Q1: 15,229 shares 15,229 $326K <0.01% -1,703 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: 38,116 shares; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 7,164 shares; 2025Q4: 7,793 shares; 2026Q1: 7,260 shares 7,260 $326K <0.01% -533 Timeline IYT 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: 4,091 shares; 2025Q1: 3,821 shares; 2025Q2: 4,094 shares; 2025Q3: 3,787 shares; 2025Q4: 5,139 shares; 2026Q1: 4,363 shares 4,363 $325K <0.01% -776 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,703 shares; 2025Q4: 6,344 shares; 2026Q1: 6,434 shares 6,434 $324K <0.01% +90 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares 746 $324K <0.01% new 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: 7,531 shares; 2025Q3: 7,531 shares; 2025Q4: 7,622 shares; 2026Q1: 8,936 shares 8,936 $324K <0.01% +1,314 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 10,426 shares 10,426 $323K <0.01% +2,876 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,967 shares; 2026Q1: 10,967 shares 10,967 $323K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,020 shares; 2025Q1: 36,427 shares; 2025Q2: 46,532 shares; 2025Q3: 33,381 shares; 2025Q4: 40,536 shares; 2026Q1: 23,869 shares 23,869 $322K <0.01% -16,667 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,900 shares 1,900 $322K <0.01% +575 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 8,253 shares; 2025Q2: 8,253 shares; 2025Q3: 8,253 shares; 2025Q4: 8,306 shares; 2026Q1: 8,306 shares 8,306 $322K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 1,936 shares; 2025Q4: 3,201 shares; 2026Q1: 3,880 shares 3,880 $321K <0.01% +679 Timeline IBTQ 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: 11,106 shares; 2025Q3: 11,737 shares; 2025Q4: 12,893 shares; 2026Q1: 12,690 shares 12,690 $321K <0.01% -203 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,187 shares; 2025Q3: 4,444 shares; 2025Q4: 6,037 shares; 2026Q1: 4,412 shares 4,412 $321K <0.01% -1,625 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: 49,022 shares; 2025Q4: not reported; 2026Q1: 13,297 shares 13,297 $321K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,526 shares; 2026Q1: 1,789 shares 1,789 $319K <0.01% +263 Timeline IEO 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: 8,018 shares; 2026Q1: 2,552 shares 2,552 $319K <0.01% -5,466 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,915 shares; 2024Q4: 33,310 shares; 2025Q1: 33,310 shares; 2025Q2: 26,810 shares; 2025Q3: 25,460 shares; 2025Q4: 28,460 shares; 2026Q1: 29,261 shares 29,261 $319K <0.01% +801 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,033 shares; 2024Q4: 68,741 shares; 2025Q1: 67,271 shares; 2025Q2: 10,921 shares; 2025Q3: 9,959 shares; 2025Q4: 28,922 shares; 2026Q1: 3,919 shares 3,919 $319K <0.01% -25,003 Timeline PTH 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: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $318K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,557 shares; 2025Q1: 29,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,485 shares; 2026Q1: 12,277 shares 12,277 $318K <0.01% -208 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,212 shares 114,212 $318K <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: 16,162 shares; 2024Q4: 43,557 shares; 2025Q1: 63,846 shares; 2025Q2: 60,082 shares; 2025Q3: 26,909 shares; 2025Q4: 52,228 shares; 2026Q1: 92,408 shares 92,408 $317K <0.01% +40,180 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 6,691 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 6,691 shares; 2025Q4: 7,847 shares; 2026Q1: 8,731 shares 8,731 $317K <0.01% +884 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: not reported; 2024Q4: 10,876 shares; 2025Q1: 12,702 shares; 2025Q2: 19,047 shares; 2025Q3: 10,940 shares; 2025Q4: 22,101 shares; 2026Q1: 23,330 shares 23,330 $316K <0.01% +1,229 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,893 shares 41,893 $316K <0.01% new Timeline EEMS 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: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 12,167 shares; 2025Q2: 12,167 shares; 2025Q3: 12,192 shares; 2025Q4: 4,547 shares; 2026Q1: 4,547 shares 4,547 $315K <0.01% 0 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 35,464 shares; 2025Q1: 35,541 shares; 2025Q2: 36,806 shares; 2025Q3: 25,179 shares; 2025Q4: 21,483 shares; 2026Q1: 25,144 shares 25,144 $314K <0.01% +3,661 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,575 shares; 2025Q1: 2,571 shares; 2025Q2: 2,755 shares; 2025Q3: 7,992 shares; 2025Q4: 2,147 shares; 2026Q1: 2,055 shares 2,055 $314K <0.01% -92 Timeline SPHB 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: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,595 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares 2,705 $314K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,139 shares; 2025Q4: 10,167 shares; 2026Q1: 9,098 shares 9,098 $313K <0.01% -1,069 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,833 shares 4,833 $313K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,895 shares 5,895 $313K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,936 shares 10,936 $312K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,479 shares; 2025Q1: 13,205 shares; 2025Q2: 64,292 shares; 2025Q3: 56,559 shares; 2025Q4: 64,882 shares; 2026Q1: 53,048 shares 53,048 $311K <0.01% -11,834 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,209 shares; 2025Q1: 9,209 shares; 2025Q2: 9,209 shares; 2025Q3: 9,210 shares; 2025Q4: 9,239 shares; 2026Q1: 9,237 shares 9,237 $311K <0.01% -2 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,105 shares 1,105 $311K <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: 2,647 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 2,338 shares; 2025Q4: 2,003 shares; 2026Q1: 2,018 shares 2,018 $311K <0.01% +15 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 3,099 shares; 2025Q4: 5,772 shares; 2026Q1: 5,325 shares 5,325 $310K <0.01% -447 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,077 shares; 2024Q4: 22,107 shares; 2025Q1: not reported; 2025Q2: 19,238 shares; 2025Q3: 35,723 shares; 2025Q4: 18,713 shares; 2026Q1: 17,972 shares 17,972 $310K <0.01% -741 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,921 shares; 2026Q1: 6,482 shares 6,482 $310K <0.01% +1,561 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,974 shares; 2025Q1: not reported; 2025Q2: 2,986 shares; 2025Q3: 2,233 shares; 2025Q4: 3,586 shares; 2026Q1: 2,912 shares 2,912 $309K <0.01% -674 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: 2,240 shares; 2026Q1: 2,422 shares 2,422 $308K <0.01% +182 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: 3,170 shares; 2026Q1: 3,207 shares 3,207 $307K <0.01% +37 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,814 shares; 2025Q1: 11,270 shares; 2025Q2: 23,760 shares; 2025Q3: 13,454 shares; 2025Q4: 15,533 shares; 2026Q1: 22,156 shares 22,156 $307K <0.01% +6,623 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 7,187 shares; 2025Q1: 2,239 shares; 2025Q2: 2,769 shares; 2025Q3: 2,342 shares; 2025Q4: 653 shares; 2026Q1: 934 shares 934 $307K <0.01% +281 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,531 shares; 2026Q1: 7,954 shares 7,954 $306K <0.01% -577 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,649 shares; 2026Q1: 26,060 shares 26,060 $306K <0.01% +6,411 Timeline AMST AMESITE INC More: the full row for AMESITE 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: 166,516 shares; 2026Q1: 166,016 shares 166,016 $305K <0.01% -500 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,847 shares; 2025Q3: 6,054 shares; 2025Q4: 5,954 shares; 2026Q1: 5,584 shares 5,584 $305K <0.01% -370 Timeline DEXC 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: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares 4,118 $304K <0.01% 0 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS 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: 4,898 shares 4,898 $304K <0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares; 2026Q1: 3,121 shares 3,121 $303K <0.01% +188 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,670 shares 10,670 $303K <0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,623 shares; 2025Q3: not reported; 2025Q4: 10,677 shares; 2026Q1: 8,392 shares 8,392 $303K <0.01% -2,285 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares; 2025Q4: 20,421 shares; 2026Q1: 4,695 shares 4,695 $302K <0.01% -15,726 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares; 2026Q1: 2,389 shares 2,389 $301K <0.01% -198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,823 shares 10,823 $300K <0.01% new Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,100 shares 10,100 $300K <0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,398 shares 7,398 $299K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 3,784 shares; 2025Q1: 3,564 shares; 2025Q2: 3,905 shares; 2025Q3: 3,500 shares; 2025Q4: 5,121 shares; 2026Q1: 3,645 shares 3,645 $298K <0.01% -1,476 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 1,525 shares; 2025Q2: 1,613 shares; 2025Q3: 1,445 shares; 2025Q4: 1,628 shares; 2026Q1: 1,745 shares 1,745 $298K <0.01% +117 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL 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: 33,689 shares; 2026Q1: 37,040 shares 37,040 $297K <0.01% +3,351 Timeline IBHG 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: 13,378 shares; 2026Q1: 13,378 shares 13,378 $296K <0.01% 0 Timeline CVSB 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: 5,831 shares 5,831 $295K <0.01% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,527 shares; 2025Q2: 19,855 shares; 2025Q3: 20,195 shares; 2025Q4: 20,295 shares; 2026Q1: 20,743 shares 20,743 $295K <0.01% +448 Timeline IBHF 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: 12,832 shares; 2025Q2: 12,832 shares; 2025Q3: 12,832 shares; 2025Q4: 12,832 shares; 2026Q1: 12,832 shares 12,832 $294K <0.01% 0 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 9,757 shares 9,757 $294K <0.01% new Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,124 shares; 2025Q2: 28,702 shares; 2025Q3: 29,303 shares; 2025Q4: 29,303 shares; 2026Q1: 0 shares 0 $293K <0.01% -29,303 Amount filed as zero, left out of ratios. Timeline EUSA 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: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,870 shares; 2026Q1: 2,871 shares 2,871 $292K <0.01% +1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,750 shares; 2024Q4: 81,279 shares; 2025Q1: 80,960 shares; 2025Q2: 66,640 shares; 2025Q3: 53,395 shares; 2025Q4: 61,319 shares; 2026Q1: 57,291 shares 57,291 $292K <0.01% -4,028 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 8,598 shares; 2025Q4: 8,456 shares; 2026Q1: 7,930 shares 7,930 $292K <0.01% -526 Timeline IMCB 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: 4,048 shares; 2025Q4: 4,544 shares; 2026Q1: 3,468 shares 3,468 $289K <0.01% -1,076 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,038 shares; 2025Q1: 6,547 shares; 2025Q2: 7,149 shares; 2025Q3: 7,068 shares; 2025Q4: 7,035 shares; 2026Q1: 7,035 shares 7,035 $289K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,610 shares; 2025Q4: 14,620 shares; 2026Q1: 25,191 shares 25,191 $288K <0.01% +10,571 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,910 shares; 2025Q4: 6,910 shares; 2026Q1: 6,910 shares 6,910 $288K <0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,435 shares; 2026Q1: 10,122 shares 10,122 $288K <0.01% +687 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,676 shares; 2025Q2: 13,519 shares; 2025Q3: not reported; 2025Q4: 54,573 shares; 2026Q1: 19,795 shares 19,795 $288K <0.01% -34,778 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: 3,926 shares; 2026Q1: 3,926 shares 3,926 $287K <0.01% 0 Timeline SPXN 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: 4,031 shares; 2026Q1: 4,031 shares 4,031 $286K <0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,298 shares; 2025Q1: not reported; 2025Q2: 8,852 shares; 2025Q3: 13,847 shares; 2025Q4: 67,526 shares; 2026Q1: 7,462 shares 7,462 $284K <0.01% -60,064 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI 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: 8,547 shares 8,547 $284K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,619 shares 1,619 $284K <0.01% new 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: 3,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,956 shares; 2026Q1: 3,590 shares 3,590 $284K <0.01% -1,366 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,915 shares; 2025Q3: 11,832 shares; 2025Q4: not reported; 2026Q1: 10,493 shares 10,493 $284K <0.01% new Timeline AGNT AGNT INC More: the full row for AGNT 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: 64,898 shares; 2026Q1: 47,322 shares 47,322 $283K <0.01% -17,576 Timeline REMX 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: 3,221 shares 3,221 $283K <0.01% new Timeline CHRI 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: 3,655 shares; 2026Q1: 3,655 shares 3,655 $283K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares; 2026Q1: 4,020 shares 4,020 $282K <0.01% +327 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $282K <0.01% 0 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL 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: 13,200 shares 13,200 $281K <0.01% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,814 shares; 2026Q1: 2,170 shares 2,170 $280K <0.01% -644 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,577 shares; 2026Q1: 3,927 shares 3,927 $279K <0.01% +350 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 13,137 shares; 2025Q1: 13,927 shares; 2025Q2: not reported; 2025Q3: 13,734 shares; 2025Q4: 12,466 shares; 2026Q1: 12,466 shares 12,466 $278K <0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 15,570 shares; 2025Q1: 16,950 shares; 2025Q2: 15,570 shares; 2025Q3: 15,570 shares; 2025Q4: not reported; 2026Q1: 10,017 shares 10,017 $278K <0.01% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,322 shares 15,322 $278K <0.01% new Timeline RGCO RGC RES INC More: the full row for RGC RES 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: 12,554 shares; 2025Q4: 12,567 shares; 2026Q1: 12,600 shares 12,600 $278K <0.01% +33 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,681 shares; 2026Q1: 27,659 shares 27,659 $278K <0.01% +9,978 Timeline GII 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: 4,335 shares; 2024Q4: 4,360 shares; 2025Q1: not reported; 2025Q2: 4,335 shares; 2025Q3: 7,670 shares; 2025Q4: 4,335 shares; 2026Q1: 2,634 shares 2,634 $277K <0.01% -1,701 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is 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: 3,014 shares 3,014 $277K <0.01% new Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,459 shares 10,459 $277K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,696 shares 8,696 $277K <0.01% new Timeline IBTA IBOTTA INC More: the full row for IBOTTA 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: 9,229 shares 9,229 $277K <0.01% new Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 36,979 shares; 2025Q2: 69,057 shares; 2025Q3: 70,418 shares; 2025Q4: 68,839 shares; 2026Q1: 66,835 shares 66,835 $276K <0.01% -2,004 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,606 shares; 2026Q1: 7,606 shares 7,606 $275K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,567 shares; 2025Q2: 6,481 shares; 2025Q3: 5,279 shares; 2025Q4: 8,960 shares; 2026Q1: 3,902 shares 3,902 $275K <0.01% -5,058 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,858 shares; 2026Q1: 12,807 shares 12,807 $275K <0.01% +1,949 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,791 shares; 2024Q4: 32,656 shares; 2025Q1: 32,687 shares; 2025Q2: 34,542 shares; 2025Q3: 35,115 shares; 2025Q4: 35,863 shares; 2026Q1: 3,837 shares 3,837 $275K <0.01% -32,026 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $275K <0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,950 shares; 2026Q1: 4,079 shares 4,079 $274K <0.01% +129 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 8,306 shares; 2026Q1: 5,981 shares 5,981 $273K <0.01% -2,325 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,265 shares; 2026Q1: 2,394 shares 2,394 $272K <0.01% +129 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,094 shares; 2025Q1: not reported; 2025Q2: 5,094 shares; 2025Q3: 5,094 shares; 2025Q4: 5,094 shares; 2026Q1: 5,094 shares 5,094 $272K <0.01% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,820 shares; 2026Q1: 3,139 shares 3,139 $271K <0.01% +319 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,117 shares 2,117 $269K <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,650 shares; 2025Q1: 1,902 shares; 2025Q2: 2,155 shares; 2025Q3: not reported; 2025Q4: 2,175 shares; 2026Q1: 2,467 shares 2,467 $269K <0.01% +292 Timeline WDFC WD 40 CO More: the full row for WD 40 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: 1,017 shares; 2026Q1: 1,319 shares 1,319 $269K <0.01% +302 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,799 shares; 2025Q3: 8,297 shares; 2025Q4: 8,334 shares; 2026Q1: 5,729 shares 5,729 $268K <0.01% -2,605 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares; 2026Q1: 4,743 shares 4,743 $267K <0.01% -246 Timeline SPXU 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: 4,697 shares 4,697 $267K <0.01% new Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,754 shares 4,754 $265K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,043 shares 8,043 $265K <0.01% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,634 shares; 2025Q4: 8,663 shares; 2026Q1: 11,330 shares 11,330 $264K <0.01% +2,667 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 942 shares; 2026Q1: 412 shares 412 $264K <0.01% -530 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,247 shares; 2025Q1: 5,329 shares; 2025Q2: 4,805 shares; 2025Q3: 10,184 shares; 2025Q4: 10,856 shares; 2026Q1: 3,597 shares 3,597 $264K <0.01% -7,259 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,709 shares 2,709 $263K <0.01% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH 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: 9,864 shares; 2025Q4: 36,168 shares; 2026Q1: 32,259 shares 32,259 $262K <0.01% -3,909 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,523 shares; 2025Q1: 3,177 shares; 2025Q2: 3,360 shares; 2025Q3: 2,497 shares; 2025Q4: 2,883 shares; 2026Q1: 2,210 shares 2,210 $261K <0.01% -673 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares 2,229 $261K <0.01% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,212 shares; 2024Q4: 51,052 shares; 2025Q1: 39,165 shares; 2025Q2: 37,251 shares; 2025Q3: 29,558 shares; 2025Q4: 35,282 shares; 2026Q1: 33,050 shares 33,050 $260K <0.01% -2,232 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,717 shares 78,717 $260K <0.01% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,392 shares; 2025Q2: not reported; 2025Q3: 6,317 shares; 2025Q4: 6,317 shares; 2026Q1: 7,126 shares 7,126 $259K <0.01% +809 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: not reported; 2025Q4: 15,494 shares; 2026Q1: 15,596 shares 15,596 $259K <0.01% +102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares 2,785 $258K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,000 shares; 2025Q1: 55,875 shares; 2025Q2: 56,841 shares; 2025Q3: 47,018 shares; 2025Q4: 54,421 shares; 2026Q1: 42,991 shares 42,991 $258K <0.01% -11,430 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,352 shares; 2026Q1: 23,617 shares 23,617 $257K <0.01% +4,265 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,168 shares; 2026Q1: 13,165 shares 13,165 $256K <0.01% +2,997 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,301 shares; 2025Q4: 6,488 shares; 2026Q1: 5,455 shares 5,455 $256K <0.01% -1,033 Timeline SCMB 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: 10,051 shares 10,051 $256K <0.01% new Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,009 shares; 2026Q1: 24,809 shares 24,809 $256K <0.01% -28,200 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,034 shares; 2025Q2: 26,522 shares; 2025Q3: 26,870 shares; 2025Q4: 25,703 shares; 2026Q1: 26,762 shares 26,762 $255K <0.01% +1,059 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472,266 shares; 2025Q4: 5,524 shares; 2026Q1: 5,608 shares 5,608 $255K <0.01% +84 Timeline NWLG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 7,600 shares 7,600 $254K <0.01% -500 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,046 shares; 2025Q1: 22,085 shares; 2025Q2: 22,084 shares; 2025Q3: 22,100 shares; 2025Q4: 26,031 shares; 2026Q1: 23,151 shares 23,151 $254K <0.01% -2,880 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $254K <0.01% 0 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 11,458 shares; 2026Q1: 11,391 shares 11,391 $253K <0.01% -67 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,879 shares; 2025Q3: 3,879 shares; 2025Q4: 3,879 shares; 2026Q1: 4,583 shares 4,583 $253K <0.01% +704 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 2,190 shares 2,190 $251K <0.01% -118 Timeline TECB 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: 4,477 shares; 2025Q2: 4,477 shares; 2025Q3: 4,477 shares; 2025Q4: 4,477 shares; 2026Q1: 4,509 shares 4,509 $250K <0.01% +32 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,379 shares; 2024Q4: 86,507 shares; 2025Q1: 61,178 shares; 2025Q2: 82,708 shares; 2025Q3: 107,395 shares; 2025Q4: 108,888 shares; 2026Q1: 8,677 shares 8,677 $250K <0.01% -100,211 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX 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: 18,316 shares; 2025Q4: 173,297 shares; 2026Q1: 126,942 shares 126,942 $249K <0.01% -46,355 Timeline EWT 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: 3,303 shares; 2025Q4: 5,615 shares; 2026Q1: 3,485 shares 3,485 $247K <0.01% -2,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,659 shares; 2026Q1: 4,506 shares 4,506 $247K <0.01% -153 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,647 shares; 2026Q1: 19,965 shares 19,965 $247K <0.01% +9,318 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,355 shares 2,355 $247K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: 2,881 shares; 2025Q3: 2,926 shares; 2025Q4: 3,467 shares; 2026Q1: 3,482 shares 3,482 $244K <0.01% +15 Timeline BSCW 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: not reported; 2025Q4: 11,805 shares; 2026Q1: 11,867 shares 11,867 $244K <0.01% +62 Timeline TSLL 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: 13,580 shares; 2026Q1: 20,075 shares 20,075 $244K <0.01% +6,495 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares 3,805 $243K <0.01% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 3,624 shares; 2025Q1: 3,536 shares; 2025Q2: 4,223 shares; 2025Q3: 2,724 shares; 2025Q4: 3,162 shares; 2026Q1: 652 shares 652 $243K <0.01% -2,510 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 1,451 shares 1,451 $243K <0.01% +165 Timeline AVXC 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: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares 3,587 $243K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 9,464 shares; 2025Q1: 9,442 shares; 2025Q2: 9,272 shares; 2025Q3: 10,772 shares; 2025Q4: not reported; 2026Q1: 10,960 shares 10,960 $242K <0.01% new Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 4,233 shares 4,233 $241K <0.01% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,833 shares; 2026Q1: 3,311 shares 3,311 $241K <0.01% +478 Timeline IGPT 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: 4,132 shares; 2026Q1: 4,132 shares 4,132 $240K <0.01% 0 Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND 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: 183,891 shares; 2025Q3: 183,891 shares; 2025Q4: 183,846 shares; 2026Q1: 184,327 shares 184,327 $240K <0.01% +481 Timeline FNDB 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: 8,340 shares; 2025Q3: 8,604 shares; 2025Q4: 8,782 shares; 2026Q1: 8,802 shares 8,802 $239K <0.01% +20 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,230 shares; 2025Q4: 5,846 shares; 2026Q1: 5,796 shares 5,796 $238K <0.01% -50 Timeline XPH 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: 4,734 shares; 2026Q1: 4,389 shares 4,389 $237K <0.01% -345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares 4,119 $237K <0.01% new Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,018 shares; 2025Q1: 2,044 shares; 2025Q2: 2,296 shares; 2025Q3: 2,553 shares; 2025Q4: 2,223 shares; 2026Q1: 2,147 shares 2,147 $237K <0.01% -76 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,010 shares 10,010 $236K <0.01% new Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,446 shares; 2026Q1: 10,426 shares 10,426 $236K <0.01% +980 Timeline KOID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,538 shares; 2026Q1: 7,538 shares 7,538 $235K <0.01% 0 Timeline EPU 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: 2,907 shares; 2026Q1: 2,907 shares 2,907 $235K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 1,233 shares; 2026Q1: 449 shares 449 $235K <0.01% -784 Timeline IGEB 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: 7,560 shares; 2025Q3: 7,579 shares; 2025Q4: 7,579 shares; 2026Q1: 5,199 shares 5,199 $234K <0.01% -2,380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,737 shares 3,737 $234K <0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 15,993 shares; 2025Q4: 14,389 shares; 2026Q1: 6,195 shares 6,195 $234K <0.01% -8,194 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,901 shares; 2026Q1: 22,101 shares 22,101 $234K <0.01% -800 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: 2,572 shares 2,572 $234K <0.01% -2,939 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES 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: 7,099 shares 7,099 $233K <0.01% new Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO 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: 3,988 shares 3,988 $233K <0.01% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 11,777 shares; 2025Q1: 10,712 shares; 2025Q2: 10,712 shares; 2025Q3: 9,812 shares; 2025Q4: 9,812 shares; 2026Q1: 5,697 shares 5,697 $232K <0.01% -4,115 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $232K <0.01% 0 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: not reported; 2024Q4: 28,140 shares; 2025Q1: 29,143 shares; 2025Q2: 30,264 shares; 2025Q3: 25,434 shares; 2025Q4: 29,969 shares; 2026Q1: 24,895 shares 24,895 $231K <0.01% -5,074 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,967 shares 10,967 $231K <0.01% new Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 5,448 shares; 2026Q1: 4,748 shares 4,748 $231K <0.01% -700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,351 shares 6,351 $231K <0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares 8,500 $231K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: 5,434 shares; 2025Q2: 6,457 shares; 2025Q3: 10,209 shares; 2025Q4: 8,418 shares; 2026Q1: 4,760 shares 4,760 $230K <0.01% -3,658 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,736 shares; 2025Q4: 13,290 shares; 2026Q1: 17,190 shares 17,190 $230K <0.01% +3,900 Timeline LBRDA 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: 4,586 shares 4,586 $230K <0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,463 shares; 2026Q1: 19,077 shares 19,077 $230K <0.01% +6,614 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,766 shares; 2025Q1: 12,993 shares; 2025Q2: 13,210 shares; 2025Q3: 13,431 shares; 2025Q4: 11,653 shares; 2026Q1: 11,842 shares 11,842 $230K <0.01% +189 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,545 shares; 2026Q1: 2,491 shares 2,491 $230K <0.01% -54 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED 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: 12,117 shares; 2025Q3: 23,020 shares; 2025Q4: 32,039 shares; 2026Q1: 32,208 shares 32,208 $230K <0.01% +169 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is 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: 9,011 shares 9,011 $230K <0.01% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,814 shares 20,814 $229K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 6,031 shares; 2025Q4: 7,564 shares; 2026Q1: 4,202 shares 4,202 $229K <0.01% -3,362 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 12,491 shares; 2025Q1: 13,800 shares; 2025Q2: 22,731 shares; 2025Q3: not reported; 2025Q4: 42,663 shares; 2026Q1: 35,870 shares 35,870 $229K <0.01% -6,793 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,595 shares 4,595 $229K <0.01% new Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,940 shares 12,940 $228K <0.01% new Timeline SMBS 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: 10,745 shares; 2026Q1: 8,934 shares 8,934 $228K <0.01% -1,811 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,265 shares; 2026Q1: 32,265 shares 32,265 $228K <0.01% 0 Timeline IAK 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: 31,776 shares; 2025Q3: 2,431 shares; 2025Q4: 2,534 shares; 2026Q1: 1,777 shares 1,777 $228K <0.01% -757 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 1,857 shares; 2026Q1: 1,327 shares 1,327 $228K <0.01% -530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,032 shares 5,032 $227K <0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,488 shares; 2026Q1: 4,493 shares 4,493 $227K <0.01% +5 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,004 shares; 2024Q4: 41,696 shares; 2025Q1: 63,612 shares; 2025Q2: 13,769 shares; 2025Q3: not reported; 2025Q4: 25,465 shares; 2026Q1: 2,607 shares 2,607 $227K <0.01% -22,858 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 19,035 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 19,035 shares; 2025Q4: 19,035 shares; 2026Q1: 19,035 shares 19,035 $226K <0.01% 0 Timeline PEY 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: 14,966 shares; 2025Q4: 21,376 shares; 2026Q1: 10,551 shares 10,551 $226K <0.01% -10,825 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,214 shares; 2026Q1: 3,419 shares 3,419 $226K <0.01% +205 Timeline SIL 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: 2,494 shares 2,494 $225K <0.01% new Timeline XRT 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: 18,151 shares; 2026Q1: 2,789 shares 2,789 $224K <0.01% -15,362 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 12,789 shares; 2025Q4: not reported; 2026Q1: 7,475 shares 7,475 $224K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,461 shares; 2025Q1: 2,512 shares; 2025Q2: 2,535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares 1,152 $224K <0.01% new Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 10,191 shares; 2026Q1: 16,925 shares 16,925 $224K <0.01% +6,734 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 12,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,812 shares; 2026Q1: 9,328 shares 9,328 $224K <0.01% -484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,881 shares; 2026Q1: 8,058 shares 8,058 $223K <0.01% +177 Timeline SDOW 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: 6,281 shares 6,281 $221K <0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,826 shares; 2025Q1: 25,181 shares; 2025Q2: 37,902 shares; 2025Q3: 54,314 shares; 2025Q4: 13,004 shares; 2026Q1: 18,470 shares 18,470 $221K <0.01% +5,466 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 12,621 shares; 2025Q4: not reported; 2026Q1: 16,754 shares 16,754 $220K <0.01% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 34,390 shares; 2026Q1: 42,501 shares 42,501 $220K <0.01% +8,111 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is 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: 4,201 shares 4,201 $220K <0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,745 shares 11,745 $220K <0.01% new Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,837 shares 4,837 $220K <0.01% new 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: not reported; 2024Q4: 5,509 shares; 2025Q1: 3,099 shares; 2025Q2: 3,117 shares; 2025Q3: 3,617 shares; 2025Q4: 3,429 shares; 2026Q1: 2,542 shares 2,542 $220K <0.01% -887 Timeline KCE 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: 1,512 shares; 2026Q1: 1,601 shares 1,601 $220K <0.01% +89 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,880 shares; 2026Q1: 6,794 shares 6,794 $220K <0.01% -86 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,651 shares; 2025Q2: 24,546 shares; 2025Q3: 19,730 shares; 2025Q4: 17,995 shares; 2026Q1: 23,370 shares 23,370 $220K <0.01% +5,375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares; 2026Q1: 3,171 shares 3,171 $220K <0.01% +297 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $219K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,175 shares 17,175 $219K <0.01% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,636 shares; 2025Q1: not reported; 2025Q2: 6,482 shares; 2025Q3: not reported; 2025Q4: 7,765 shares; 2026Q1: 5,652 shares 5,652 $218K <0.01% -2,113 Timeline ICUI ICU MED INC More: the full row for ICU MED 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: 9,579 shares; 2026Q1: 1,685 shares 1,685 $218K <0.01% -7,894 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $217K <0.01% new Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $217K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,082 shares; 2025Q1: not reported; 2025Q2: 5,424 shares; 2025Q3: 6,594 shares; 2025Q4: 4,267 shares; 2026Q1: 4,560 shares 4,560 $217K <0.01% +293 Timeline VGUS 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: 2,860 shares; 2026Q1: 2,860 shares 2,860 $216K <0.01% 0 Timeline XSW 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: 1,629 shares; 2026Q1: 1,515 shares 1,515 $216K <0.01% -114 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,677 shares; 2026Q1: 10,677 shares 10,677 $215K <0.01% 0 Timeline LIAE STONE RIDGE TR More: the full row for STONE RIDGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $215K <0.01% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,639 shares; 2025Q3: 3,380 shares; 2025Q4: 3,790 shares; 2026Q1: 3,566 shares 3,566 $214K <0.01% -224 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,574 shares; 2026Q1: 9,655 shares 9,655 $214K <0.01% -919 Timeline PONY PONY AI INC More: the full row for PONY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,406 shares; 2025Q4: 21,906 shares; 2026Q1: 22,606 shares 22,606 $213K <0.01% +700 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 9,776 shares 9,776 $213K <0.01% new Timeline BIO-B BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $211K <0.01% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $211K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 19,609 shares; 2026Q1: 57,920 shares 57,920 $211K <0.01% +38,311 Timeline CHGX 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: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares; 2026Q1: 7,860 shares 7,860 $211K <0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,887 shares; 2024Q4: 14,825 shares; 2025Q1: not reported; 2025Q2: 13,971 shares; 2025Q3: 18,905 shares; 2025Q4: 21,029 shares; 2026Q1: 17,249 shares 17,249 $211K <0.01% -3,780 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,398 shares; 2026Q1: 17,259 shares 17,259 $210K <0.01% +6,861 Timeline TRMD TORM PLC More: the full row for TORM 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: 7,530 shares 7,530 $210K <0.01% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,168 shares 7,168 $210K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 1,737 shares 1,737 $210K <0.01% -125 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: not reported; 2025Q2: not reported; 2025Q3: 19,873 shares; 2025Q4: 10,654 shares; 2026Q1: 9,406 shares 9,406 $209K <0.01% -1,248 Timeline HAFC HANMI FINL CORP More: the full row for HANMI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,911 shares; 2026Q1: 7,938 shares 7,938 $209K <0.01% +27 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS 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: 431 shares 431 $209K <0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,495 shares; 2026Q1: 17,000 shares 17,000 $207K <0.01% -8,495 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,864 shares 1,864 $207K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,474 shares 3,474 $207K <0.01% new Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; oldest to newest; scale is 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: 9,605 shares 9,605 $206K <0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,265 shares; 2025Q1: 6,325 shares; 2025Q2: 3,975 shares; 2025Q3: 3,775 shares; 2025Q4: 4,222 shares; 2026Q1: 3,542 shares 3,542 $206K <0.01% -680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares 4,879 $205K <0.01% new Timeline LUMENTUM HLDGS INC LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,117,000 shares; 2026Q1: 29,000 shares 29,000 $205K <0.01% -3,088,000 CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,280 shares; 2025Q4: not reported; 2026Q1: 4,850 shares 4,850 $205K <0.01% new Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,208 shares; 2024Q4: 11,833 shares; 2025Q1: 11,954 shares; 2025Q2: 11,963 shares; 2025Q3: 11,639 shares; 2025Q4: 11,895 shares; 2026Q1: 11,923 shares 11,923 $205K <0.01% +28 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,390 shares; 2025Q3: 7,620 shares; 2025Q4: not reported; 2026Q1: 5,283 shares 5,283 $205K <0.01% new Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is 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: 4,605 shares 4,605 $204K <0.01% new Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,862 shares; 2026Q1: 8,898 shares 8,898 $204K <0.01% +2,036 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: not reported; 2026Q1: 3,215 shares 3,215 $203K <0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,322 shares; 2026Q1: 13,792 shares 13,792 $203K <0.01% +1,470 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 1,567 shares 1,567 $203K <0.01% -831 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,918 shares 4,918 $202K <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: 2,052 shares 2,052 $202K <0.01% new Timeline PTLC 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: 3,849 shares; 2026Q1: 3,854 shares 3,854 $202K <0.01% +5 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,567 shares; 2025Q2: 33,900 shares; 2025Q3: 56,635 shares; 2025Q4: 81,218 shares; 2026Q1: 89,394 shares 89,394 $202K <0.01% +8,176 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,698 shares; 2025Q4: 9,691 shares; 2026Q1: 3,786 shares 3,786 $201K <0.01% -5,905 Timeline RTH 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: 802 shares 802 $201K <0.01% new Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,957 shares; 2026Q1: 16,843 shares 16,843 $201K <0.01% +3,886 Timeline CPLS AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 9,870 shares; 2025Q2: 9,275 shares; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 5,695 shares 5,695 $201K <0.01% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,547 shares; 2025Q3: 44,652 shares; 2025Q4: 43,965 shares; 2026Q1: 57,185 shares 57,185 $201K <0.01% +13,220 Timeline EPOL 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: 5,501 shares 5,501 $200K <0.01% new Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,200 shares; 2024Q4: 91,766 shares; 2025Q1: 99,443 shares; 2025Q2: 98,327 shares; 2025Q3: 102,281 shares; 2025Q4: 120,726 shares; 2026Q1: 108,563 shares 108,563 $198K <0.01% -12,163 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 15,882 shares; 2025Q1: 12,840 shares; 2025Q2: 13,557 shares; 2025Q3: 14,176 shares; 2025Q4: 13,881 shares; 2026Q1: 12,986 shares 12,986 $195K <0.01% -895 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,036 shares; 2026Q1: 66,036 shares 66,036 $194K <0.01% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,556 shares; 2026Q1: 30,616 shares 30,616 $193K <0.01% +5,060 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,630 shares; 2025Q2: 13,935 shares; 2025Q3: 20,092 shares; 2025Q4: 24,692 shares; 2026Q1: 31,892 shares 31,892 $191K <0.01% +7,200 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,122 shares; 2025Q1: 11,988 shares; 2025Q2: 12,789 shares; 2025Q3: 11,724 shares; 2025Q4: 13,776 shares; 2026Q1: 11,612 shares 11,612 $191K <0.01% -2,164 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 56,573 shares; 2025Q4: 60,662 shares; 2026Q1: 21,037 shares 21,037 $190K <0.01% -39,625 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,669 shares; 2026Q1: 16,669 shares 16,669 $188K <0.01% 0 Timeline NOM NUVEEN MO QUALITY MUN INCOME More: the full row for NUVEEN MO QUALITY MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,655 shares; 2024Q4: 17,655 shares; 2025Q1: 17,655 shares; 2025Q2: 17,655 shares; 2025Q3: 17,655 shares; 2025Q4: 17,655 shares; 2026Q1: 17,655 shares 17,655 $187K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,538 shares 10,538 $185K <0.01% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,647 shares 11,647 $185K <0.01% new Timeline TORO TORO CORP More: the full row for TORO 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: 50,826 shares 50,826 $184K <0.01% new Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,829 shares; 2025Q4: 12,028 shares; 2026Q1: 21,481 shares 21,481 $182K <0.01% +9,453 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,470 shares; 2025Q1: not reported; 2025Q2: 10,515 shares; 2025Q3: 10,645 shares; 2025Q4: 26,077 shares; 2026Q1: 26,215 shares 26,215 $181K <0.01% +138 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,619 shares; 2025Q1: not reported; 2025Q2: 14,212 shares; 2025Q3: 13,753 shares; 2025Q4: 15,766 shares; 2026Q1: 15,766 shares 15,766 $180K <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,092 shares; 2025Q4: 22,062 shares; 2026Q1: 23,821 shares 23,821 $180K <0.01% +1,759 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,568 shares; 2026Q1: 34,056 shares 34,056 $171K <0.01% +10,488 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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: 17,654 shares; 2026Q1: 28,303 shares 28,303 $171K <0.01% +10,649 Timeline PRLD PRELUDE THERAPEUTICS INC More: the full row for PRELUDE 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: 50,007 shares; 2026Q1: 50,007 shares 50,007 $171K <0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,109 shares; 2025Q3: 31,485 shares; 2025Q4: 32,082 shares; 2026Q1: 28,152 shares 28,152 $170K <0.01% -3,930 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,934 shares; 2024Q4: 142,934 shares; 2025Q1: 142,934 shares; 2025Q2: 142,934 shares; 2025Q3: 285,892 shares; 2025Q4: 142,939 shares; 2026Q1: 145,264 shares 145,264 $170K <0.01% +2,325 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,088 shares 14,088 $169K <0.01% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,528 shares 14,528 $165K <0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,983 shares; 2025Q2: 23,306 shares; 2025Q3: 28,567 shares; 2025Q4: 36,989 shares; 2026Q1: 44,098 shares 44,098 $161K <0.01% +7,109 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: 14,685 shares; 2026Q1: 11,637 shares 11,637 $160K <0.01% -3,048 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,552 shares; 2026Q1: 15,552 shares 15,552 $160K <0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,100 shares; 2025Q4: 61,810 shares; 2026Q1: 57,163 shares 57,163 $159K <0.01% -4,647 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,211 shares; 2024Q4: 173,011 shares; 2025Q1: 227,959 shares; 2025Q2: 15,067 shares; 2025Q3: 12,681 shares; 2025Q4: 11,617 shares; 2026Q1: 11,628 shares 11,628 $159K <0.01% +11 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION 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: 13,000 shares 13,000 $158K <0.01% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800 $158K <0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 14,265 shares; 2025Q2: 14,533 shares; 2025Q3: 14,800 shares; 2025Q4: 15,228 shares; 2026Q1: 14,851 shares 14,851 $157K <0.01% -377 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 14,272 shares; 2025Q1: 18,646 shares; 2025Q2: 15,441 shares; 2025Q3: 14,333 shares; 2025Q4: 25,687 shares; 2026Q1: 14,832 shares 14,832 $156K <0.01% -10,855 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT 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: 16,363 shares; 2025Q4: 16,363 shares; 2026Q1: 16,363 shares 16,363 $156K <0.01% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT 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: 10,202 shares; 2026Q1: 10,829 shares 10,829 $155K <0.01% +627 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS 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: 14,055 shares 14,055 $154K <0.01% new Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,547 shares; 2026Q1: 14,547 shares 14,547 $153K <0.01% 0 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL 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: 13,097 shares 13,097 $152K <0.01% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY 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: 27,460 shares; 2026Q1: 27,460 shares 27,460 $152K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,298 shares; 2025Q3: 10,854 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $147K <0.01% 0 Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,576 shares; 2025Q4: 33,497 shares; 2026Q1: 33,677 shares 33,677 $147K <0.01% +180 Timeline LESLQ LESLIES INC More: the full row for LESLIES 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: 62,022 shares; 2026Q1: 130,000 shares 130,000 $146K <0.01% +67,978 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,426 shares; 2025Q2: 23,426 shares; 2025Q3: not reported; 2025Q4: 23,481 shares; 2026Q1: 23,939 shares 23,939 $145K <0.01% +458 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,000 shares; 2025Q2: 11,781 shares; 2025Q3: 11,426 shares; 2025Q4: 11,426 shares; 2026Q1: 13,456 shares 13,456 $145K <0.01% +2,030 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS 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: 14,777 shares; 2026Q1: 11,468 shares 11,468 $143K <0.01% -3,309 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 12,535 shares; 2026Q1: 13,041 shares 13,041 $143K <0.01% +506 Timeline COCH ENVOY MEDICAL INC More: the full row for ENVOY MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,970 shares; 2025Q1: 212,655 shares; 2025Q2: 212,655 shares; 2025Q3: 212,655 shares; 2025Q4: 212,655 shares; 2026Q1: 212,655 shares 212,655 $141K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,349 shares; 2026Q1: 15,920 shares 15,920 $140K <0.01% -429 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: not reported; 2025Q1: 26,426 shares; 2025Q2: 26,406 shares; 2025Q3: 19,977 shares; 2025Q4: 16,000 shares; 2026Q1: 21,136 shares 21,136 $140K <0.01% +5,136 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,633 shares; 2026Q1: 10,902 shares 10,902 $137K <0.01% +269 Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY 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: 16,201 shares; 2025Q4: 24,659 shares; 2026Q1: 16,809 shares 16,809 $137K <0.01% -7,850 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: not reported; 2025Q4: 40,915 shares; 2026Q1: 42,123 shares 42,123 $136K <0.01% +1,208 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 58,429 shares; 2025Q1: 60,556 shares; 2025Q2: 95,809 shares; 2025Q3: 85,618 shares; 2025Q4: 94,861 shares; 2026Q1: 63,464 shares 63,464 $135K <0.01% -31,397 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,555 shares 21,555 $134K <0.01% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,718 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,796 shares 20,796 $134K <0.01% new Timeline CHEESECAKE FACTORY INC 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 150,000 shares; 2026Q1: 135,000 shares 135,000 $134K <0.01% -15,000 PUBM PUBMATIC INC More: the full row for PUBMATIC 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: 13,919 shares 13,919 $133K <0.01% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 20,164 shares; 2025Q1: 20,080 shares; 2025Q2: not reported; 2025Q3: 20,542 shares; 2025Q4: 22,175 shares; 2026Q1: 23,741 shares 23,741 $133K <0.01% +1,566 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,645 shares; 2025Q1: 28,645 shares; 2025Q2: 28,645 shares; 2025Q3: 28,645 shares; 2025Q4: 28,645 shares; 2026Q1: 28,645 shares 28,645 $132K <0.01% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA 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: 15,689 shares 15,689 $131K <0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,688 shares; 2025Q1: 12,933 shares; 2025Q2: 13,192 shares; 2025Q3: 13,449 shares; 2025Q4: 11,888 shares; 2026Q1: 12,154 shares 12,154 $130K <0.01% +266 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,689 shares; 2026Q1: 18,759 shares 18,759 $128K <0.01% +7,070 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is 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: 10,168 shares 10,168 $128K <0.01% new Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR 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: 12,070 shares; 2026Q1: 12,070 shares 12,070 $128K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,124 shares; 2026Q1: 22,104 shares 22,104 $127K <0.01% +2,980 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC 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: 10,100 shares 10,100 $126K <0.01% new Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,376 shares; 2025Q1: 25,325 shares; 2025Q2: 30,319 shares; 2025Q3: 30,707 shares; 2025Q4: 42,156 shares; 2026Q1: 43,694 shares 43,694 $126K <0.01% +1,538 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,512 shares 21,512 $125K <0.01% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 15,200 shares 15,200 $124K <0.01% new Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG 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: 12,471 shares; 2026Q1: 12,471 shares 12,471 $124K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,622 shares; 2025Q2: 10,885 shares; 2025Q3: not reported; 2025Q4: 13,630 shares; 2026Q1: 28,833 shares 28,833 $123K <0.01% +15,203 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY 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: 15,095 shares; 2026Q1: 15,095 shares 15,095 $121K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,905 shares; 2025Q2: 12,190 shares; 2025Q3: 13,190 shares; 2025Q4: 21,292 shares; 2026Q1: 21,440 shares 21,440 $120K <0.01% +148 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,556 shares; 2026Q1: 32,616 shares 32,616 $118K <0.01% -2,940 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,618 shares; 2026Q1: 21,884 shares 21,884 $118K <0.01% +5,266 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS 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: 12,840 shares 12,840 $118K <0.01% new Timeline