PSK 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: 7,382 shares; 2024Q4: 7,120 shares; 2025Q1: 14,429 shares; 2025Q2: 6,224 shares; 2025Q3: 5,624 shares; 2025Q4: 5,624 shares; 2026Q1: 5,673 shares 5,673 $175K <0.01% +49 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 6,418 shares; 2025Q2: 2,811 shares; 2025Q3: 2,816 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares 2,826 $175K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 38 shares; 2025Q3: 77 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239 $175K <0.01% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,353 shares; 2025Q1: 4,526 shares; 2025Q2: 2,682 shares; 2025Q3: 2,548 shares; 2025Q4: 2,288 shares; 2026Q1: 2,443 shares 2,443 $175K <0.01% +155 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,364 shares; 2025Q1: 5,014 shares; 2025Q2: 2,628 shares; 2025Q3: 2,732 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares 2,574 $174K <0.01% 0 Timeline SRVR 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: 5,953 shares; 2024Q4: 5,770 shares; 2025Q1: 10,810 shares; 2025Q2: 5,245 shares; 2025Q3: 4,945 shares; 2025Q4: 5,135 shares; 2026Q1: 5,559 shares 5,559 $174K <0.01% +424 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 7,887 shares; 2026Q1: 4,486 shares 4,486 $173K <0.01% -3,401 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 75 shares; 2025Q1: 263 shares; 2025Q2: 120 shares; 2025Q3: 38 shares; 2025Q4: 756 shares; 2026Q1: 697 shares 697 $173K <0.01% -59 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares 1,306 $173K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,533 shares; 2024Q4: 13,499 shares; 2025Q1: 66,412 shares; 2025Q2: 29,298 shares; 2025Q3: 9,252 shares; 2025Q4: 9,449 shares; 2026Q1: 8,452 shares 8,452 $173K <0.01% -997 Timeline SHV 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: 893 shares; 2024Q4: 887 shares; 2025Q1: 901 shares; 2025Q2: 1,249 shares; 2025Q3: 871 shares; 2025Q4: 867 shares; 2026Q1: 1,560 shares 1,560 $172K <0.01% +693 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,250 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares 1,298 $170K <0.01% 0 Timeline CGSM 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: 29,867 shares; 2025Q2: 47,811 shares; 2025Q3: 4,551 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares 6,451 $170K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 6,892 shares; 2025Q1: 11,111 shares; 2025Q2: 8,674 shares; 2025Q3: 3,408 shares; 2025Q4: 3,383 shares; 2026Q1: 3,334 shares 3,334 $169K <0.01% -49 Timeline GAPR 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: 2,714 shares; 2025Q1: 8,057 shares; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 4,172 shares 4,172 $169K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,199 shares; 2025Q1: 3,062 shares; 2025Q2: 2,221 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,749 shares 1,749 $169K <0.01% +88 Timeline LGOV 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: 106,348 shares; 2024Q4: 110,094 shares; 2025Q1: 24,130 shares; 2025Q2: 7,185 shares; 2025Q3: 7,185 shares; 2025Q4: 7,935 shares; 2026Q1: 7,811 shares 7,811 $168K <0.01% -124 Timeline DOCT 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: 1,279 shares; 2025Q1: 5,116 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,837 shares; 2026Q1: 3,869 shares 3,869 $168K <0.01% +32 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,996 shares; 2025Q1: 20,988 shares; 2025Q2: 6,996 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares; 2026Q1: 6,496 shares 6,496 $167K <0.01% 0 Timeline XPND 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: 6,098 shares; 2024Q4: 5,365 shares; 2025Q1: 3,654 shares; 2025Q2: 3,228 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 5,064 shares 5,064 $166K <0.01% +180 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,919 shares; 2025Q1: 9,413 shares; 2025Q2: 4,667 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 4,463 shares 4,463 $165K <0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,330 shares; 2024Q4: 37,330 shares; 2025Q1: 37,330 shares; 2025Q2: 40,654 shares; 2025Q3: 40,654 shares; 2025Q4: 40,654 shares; 2026Q1: 40,654 shares 40,654 $164K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 5,082 shares; 2025Q1: 6,063 shares; 2025Q2: 5,832 shares; 2025Q3: 5,832 shares; 2025Q4: 5,832 shares; 2026Q1: 5,832 shares 5,832 $162K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 6,858 shares; 2025Q1: 18,377 shares; 2025Q2: 9,652 shares; 2025Q3: 8,536 shares; 2025Q4: 8,813 shares; 2026Q1: 2,175 shares 2,175 $162K <0.01% -6,638 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 18,658 shares; 2025Q1: 43,098 shares; 2025Q2: 16,485 shares; 2025Q3: 15,179 shares; 2025Q4: 15,437 shares; 2026Q1: 17,258 shares 17,258 $162K <0.01% +1,821 Timeline JSCP 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $161K <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: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 8,504 shares; 2025Q2: 5,598 shares; 2025Q3: 6,213 shares; 2025Q4: 6,213 shares; 2026Q1: 6,213 shares 6,213 $161K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,292 shares; 2025Q1: 12,412 shares; 2025Q2: 5,696 shares; 2025Q3: 2,904 shares; 2025Q4: 2,908 shares; 2026Q1: 2,912 shares 2,912 $161K <0.01% +4 Timeline GNOV 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: 3,113 shares; 2025Q1: 7,226 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares; 2026Q1: 4,113 shares 4,113 $160K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,324 shares; 2025Q1: 13,057 shares; 2025Q2: 7,791 shares; 2025Q3: 7,090 shares; 2025Q4: 7,090 shares; 2026Q1: 7,090 shares 7,090 $160K <0.01% 0 Timeline AOK 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: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares; 2026Q1: 4,004 shares 4,004 $160K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,863 shares; 2025Q1: 9,019 shares; 2025Q2: 6,675 shares; 2025Q3: 6,849 shares; 2025Q4: 772 shares; 2026Q1: 688 shares 688 $160K <0.01% -84 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 150 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 2,351 shares; 2026Q1: 7,500 shares 7,500 $159K <0.01% +5,149 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,338 shares; 2025Q1: 3,927 shares; 2025Q2: 2,142 shares; 2025Q3: 1,594 shares; 2025Q4: 498 shares; 2026Q1: 1,578 shares 1,578 $159K <0.01% +1,080 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 615 shares; 2025Q1: 2,046 shares; 2025Q2: 1,134 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 810 shares 810 $159K <0.01% +231 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 2,472 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares 1,913 $156K <0.01% 0 Timeline JVAL 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: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 4,060 shares; 2025Q2: 1,942 shares; 2025Q3: 2,047 shares; 2025Q4: 2,599 shares; 2026Q1: 3,180 shares 3,180 $155K <0.01% +581 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,167 shares; 2025Q1: 13,560 shares; 2025Q2: 4,867 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 283 shares 283 $155K <0.01% +73 Timeline WWJD 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: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 3,918 shares; 2025Q2: 1,788 shares; 2025Q3: 1,992 shares; 2025Q4: 3,095 shares; 2026Q1: 4,154 shares 4,154 $155K <0.01% +1,059 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,780 shares; 2025Q1: 1,781 shares; 2025Q2: 1,783 shares; 2025Q3: 1,785 shares; 2025Q4: 1,666 shares; 2026Q1: 1,417 shares 1,417 $155K <0.01% -249 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: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 3,254 shares; 2025Q2: 1,489 shares; 2025Q3: 1,658 shares; 2025Q4: 2,581 shares; 2026Q1: 3,468 shares 3,468 $154K <0.01% +887 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274,045 shares; 2025Q2: 376,695 shares; 2025Q3: 5,071 shares; 2025Q4: 6,870 shares; 2026Q1: 5,850 shares 5,850 $154K <0.01% -1,020 Timeline PRFZ 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: 843 shares; 2024Q4: 1,022 shares; 2025Q1: 2,854 shares; 2025Q2: 1,799 shares; 2025Q3: 2,255 shares; 2025Q4: 1,833 shares; 2026Q1: 3,347 shares 3,347 $154K <0.01% +1,514 Timeline EZU 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: 3,045 shares; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $153K <0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 2,684 shares 2,684 $153K <0.01% +1,269 Timeline CWI 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: 2,086 shares; 2024Q4: 2,086 shares; 2025Q1: 5,401 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares 4,170 $153K <0.01% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,979 shares; 2025Q1: 8,214 shares; 2025Q2: 5,760 shares; 2025Q3: 4,088 shares; 2025Q4: 3,698 shares; 2026Q1: 3,315 shares 3,315 $152K <0.01% -383 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,337 shares; 2025Q1: 5,795 shares; 2025Q2: 2,579 shares; 2025Q3: 2,594 shares; 2025Q4: 6,302 shares; 2026Q1: 6,874 shares 6,874 $152K <0.01% +572 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: 2,346 shares; 2024Q4: 2,331 shares; 2025Q1: 3,474 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $151K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 2,550 shares; 2025Q1: 5,210 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $150K <0.01% 0 Timeline QLTA 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 251 shares; 2025Q2: 134 shares; 2025Q3: 2,742 shares; 2025Q4: 2,562 shares; 2026Q1: 3,154 shares 3,154 $150K <0.01% +592 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,670 shares; 2025Q1: 4,093 shares; 2025Q2: 17,143 shares; 2025Q3: 22,995 shares; 2025Q4: 15,495 shares; 2026Q1: 9,403 shares 9,403 $150K <0.01% -6,092 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,225 shares; 2024Q4: 53,775 shares; 2025Q1: 90,300 shares; 2025Q2: 45,050 shares; 2025Q3: 42,400 shares; 2025Q4: 48,200 shares; 2026Q1: 48,600 shares 48,600 $149K <0.01% +400 Timeline VCR 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: 645 shares; 2024Q4: 481 shares; 2025Q1: 776 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 414 shares 414 $149K <0.01% +19 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 639 shares; 2025Q1: 2,611 shares; 2025Q2: 1,561 shares; 2025Q3: 1,412 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $149K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 627 shares; 2025Q1: 1,288 shares; 2025Q2: 611 shares; 2025Q3: 392 shares; 2025Q4: 1,577 shares; 2026Q1: 1,352 shares 1,352 $148K <0.01% -225 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 3,313 shares; 2025Q1: 10,855 shares; 2025Q2: 5,072 shares; 2025Q3: 2,391 shares; 2025Q4: 2,286 shares; 2026Q1: 1,965 shares 1,965 $148K <0.01% -321 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 1,262 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 1,587 shares; 2026Q1: 3,587 shares 3,587 $148K <0.01% +2,000 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 1,215 shares; 2025Q2: 1,090 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $148K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,557 shares; 2025Q1: 3,199 shares; 2025Q2: 2,059 shares; 2025Q3: 2,065 shares; 2025Q4: 2,071 shares; 2026Q1: 2,078 shares 2,078 $148K <0.01% +7 Timeline SMAY 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: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares 5,580 $147K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 346 shares; 2025Q2: 286 shares; 2025Q3: 230 shares; 2025Q4: 577 shares; 2026Q1: 550 shares 550 $147K <0.01% -27 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 21,966 shares; 2025Q1: 48,257 shares; 2025Q2: 19,142 shares; 2025Q3: 18,488 shares; 2025Q4: 17,753 shares; 2026Q1: 17,753 shares 17,753 $146K <0.01% 0 Timeline CLIP 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: 1,250 shares; 2025Q1: 5,468 shares; 2025Q2: 1,775 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $146K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,558 shares; 2025Q1: 5,935 shares; 2025Q2: 1,671 shares; 2025Q3: 1,282 shares; 2025Q4: 1,283 shares; 2026Q1: 1,402 shares 1,402 $145K <0.01% +119 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 421 shares; 2025Q1: 2,957 shares; 2025Q2: 1,150 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 535 shares 535 $145K <0.01% +335 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,097 shares; 2025Q3: 7,268 shares; 2025Q4: 8,097 shares; 2026Q1: 10,302 shares 10,302 $145K <0.01% +2,205 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,833 shares; 2025Q1: 8,042 shares; 2025Q2: 2,673 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,564 shares 1,564 $144K <0.01% -103 Timeline GPIX 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: 2,305 shares; 2026Q1: 2,859 shares 2,859 $143K <0.01% +554 Timeline JEMA 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: 1,280 shares; 2024Q4: 1,396 shares; 2025Q1: 4,449 shares; 2025Q2: 2,309 shares; 2025Q3: 2,956 shares; 2025Q4: 3,034 shares; 2026Q1: 2,737 shares 2,737 $142K <0.01% -297 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 8,308 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 7,572 shares; 2026Q1: 7,572 shares 7,572 $142K <0.01% 0 Timeline AUGM 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: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares 4,195 $142K <0.01% 0 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: 7,528 shares; 2025Q1: 7,103 shares; 2025Q2: 4,045 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares 3,395 $142K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,475 shares; 2025Q1: 9,463 shares; 2025Q2: 8,095 shares; 2025Q3: 2,523 shares; 2025Q4: 2,682 shares; 2026Q1: 3,043 shares 3,043 $141K <0.01% +361 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,835 shares; 2024Q4: 34,655 shares; 2025Q1: 101,372 shares; 2025Q2: 60,396 shares; 2025Q3: 61,866 shares; 2025Q4: 2,082 shares; 2026Q1: 2,512 shares 2,512 $140K <0.01% +430 Timeline AVUS 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: 18,093 shares; 2024Q4: 11,832 shares; 2025Q1: 19,511 shares; 2025Q2: 637 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,248 shares 1,248 $139K <0.01% +185 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 1,150 shares; 2025Q2: 502 shares; 2025Q3: 2,504 shares; 2025Q4: 2,507 shares; 2026Q1: 3,508 shares 3,508 $138K <0.01% +1,001 Timeline BSJU 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: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 5,371 shares 5,371 $137K <0.01% +2,926 Timeline FNK 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 3,200 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $137K <0.01% 0 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,050 shares; 2025Q1: 28,577 shares; 2025Q2: 25,415 shares; 2025Q3: 34,415 shares; 2025Q4: 19,465 shares; 2026Q1: 17,365 shares 17,365 $137K <0.01% -2,100 Timeline XAR 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 978 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 332 shares; 2026Q1: 536 shares 536 $136K <0.01% +204 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,468 shares; 2025Q1: 7,404 shares; 2025Q2: 6,436 shares; 2025Q3: 6,436 shares; 2025Q4: 6,436 shares; 2026Q1: 6,436 shares 6,436 $135K <0.01% 0 Timeline CGHM 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: 217 shares; 2025Q2: 5,537 shares; 2025Q3: 4,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares 5,310 $134K <0.01% 0 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $134K <0.01% 0 Timeline FXG 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: 3,470 shares; 2024Q4: 1,230 shares; 2025Q1: 4,920 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $134K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 313 shares; 2025Q1: 893 shares; 2025Q2: 1,085 shares; 2025Q3: 992 shares; 2025Q4: 1,009 shares; 2026Q1: 992 shares 992 $134K <0.01% -17 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 4,727 shares; 2025Q1: 9,984 shares; 2025Q2: 5,257 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares 1,777 $133K <0.01% 0 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 3,100 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $133K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 3,002 shares; 2025Q2: 1,216 shares; 2025Q3: 1,316 shares; 2025Q4: 1,230 shares; 2026Q1: 1,216 shares 1,216 $133K <0.01% -14 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,440 shares; 2025Q1: 10,880 shares; 2025Q2: 2,444 shares; 2025Q3: 861 shares; 2025Q4: 851 shares; 2026Q1: 769 shares 769 $133K <0.01% -82 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,572 shares; 2025Q1: 3,429 shares; 2025Q2: 2,660 shares; 2025Q3: 1,115 shares; 2025Q4: 1,139 shares; 2026Q1: 1,215 shares 1,215 $132K <0.01% +76 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,880 shares; 2025Q1: 7,234 shares; 2025Q2: 6,788 shares; 2025Q3: 811 shares; 2025Q4: 796 shares; 2026Q1: 776 shares 776 $131K <0.01% -20 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 19,493 shares; 2025Q1: 46,383 shares; 2025Q2: 23,624 shares; 2025Q3: 19,451 shares; 2025Q4: 16,171 shares; 2026Q1: 15,451 shares 15,451 $131K <0.01% -720 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,683 shares; 2025Q1: 8,146 shares; 2025Q2: 3,359 shares; 2025Q3: 3,225 shares; 2025Q4: 2,300 shares; 2026Q1: 3,089 shares 3,089 $131K <0.01% +789 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 265 shares; 2025Q1: 1,549 shares; 2025Q2: 938 shares; 2025Q3: 524 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $131K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,965 shares; 2024Q4: 6,785 shares; 2025Q1: 16,849 shares; 2025Q2: 6,130 shares; 2025Q3: 828 shares; 2025Q4: 778 shares; 2026Q1: 961 shares 961 $131K <0.01% +183 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 912 shares; 2025Q2: 739 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares 754 $131K <0.01% 0 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 80 shares; 2025Q1: 456 shares; 2025Q2: 263 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $130K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 3,054 shares; 2025Q1: 3,542 shares; 2025Q2: 4,241 shares; 2025Q3: 1,010 shares; 2025Q4: 1,011 shares; 2026Q1: 1,151 shares 1,151 $129K <0.01% +140 Timeline XJUL 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: 2,300 shares; 2025Q1: 5,400 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $128K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 110 shares; 2025Q2: 61 shares; 2025Q3: 46 shares; 2025Q4: 662 shares; 2026Q1: 613 shares 613 $128K <0.01% -49 Timeline PMAR 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $127K <0.01% 0 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: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 2,156 shares; 2026Q1: 2,557 shares 2,557 $127K <0.01% +401 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: 66 shares; 2024Q4: 61 shares; 2025Q1: 1,005 shares; 2025Q2: 451 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150 $125K <0.01% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,600 shares; 2025Q1: 15,099 shares; 2025Q2: 5,391 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares 4,280 $125K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,440 shares; 2025Q1: 2,573 shares; 2025Q2: 3,030 shares; 2025Q3: 2,457 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $125K <0.01% 0 Timeline BIO 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: 43 shares; 2024Q4: 46 shares; 2025Q1: 167 shares; 2025Q2: 142 shares; 2025Q3: 16 shares; 2025Q4: 483 shares; 2026Q1: 448 shares 448 $125K <0.01% -35 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 404 shares; 2025Q1: 1,392 shares; 2025Q2: 786 shares; 2025Q3: 705 shares; 2025Q4: 878 shares; 2026Q1: 1,247 shares 1,247 $125K <0.01% +369 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,957 shares; 2025Q1: 18,646 shares; 2025Q2: 11,198 shares; 2025Q3: 3,193 shares; 2025Q4: 3,170 shares; 2026Q1: 3,122 shares 3,122 $124K <0.01% -48 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,111 shares; 2025Q1: 10,861 shares; 2025Q2: 4,207 shares; 2025Q3: 1,953 shares; 2025Q4: 1,823 shares; 2026Q1: 1,529 shares 1,529 $124K <0.01% -294 Timeline BBSC 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: 766 shares; 2024Q4: 820 shares; 2025Q1: 2,566 shares; 2025Q2: 1,360 shares; 2025Q3: 1,720 shares; 2025Q4: 1,807 shares; 2026Q1: 1,646 shares 1,646 $124K <0.01% -161 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,227 shares; 2025Q1: 9,682 shares; 2025Q2: 4,106 shares; 2025Q3: 1,967 shares; 2025Q4: 1,899 shares; 2026Q1: 1,744 shares 1,744 $123K <0.01% -155 Timeline HSCZ 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: 164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532 shares; 2026Q1: 3,102 shares 3,102 $123K <0.01% +2,570 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,200 shares; 2025Q1: 4,211 shares; 2025Q2: 2,097 shares; 2025Q3: 1,617 shares; 2025Q4: 1,584 shares; 2026Q1: 1,584 shares 1,584 $122K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,835 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $121K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,144 shares; 2025Q1: 3,215 shares; 2025Q2: 2,429 shares; 2025Q3: 2,412 shares; 2025Q4: 2,394 shares; 2026Q1: 2,387 shares 2,387 $121K <0.01% -7 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,682 shares; 2024Q4: 36,242 shares; 2025Q1: 8,575 shares; 2025Q2: 4,108 shares; 2025Q3: 2,599 shares; 2025Q4: 2,567 shares; 2026Q1: 2,671 shares 2,671 $121K <0.01% +104 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,885 shares; 2024Q4: 108 shares; 2025Q1: 456 shares; 2025Q2: 293 shares; 2025Q3: 189 shares; 2025Q4: 741 shares; 2026Q1: 700 shares 700 $121K <0.01% -41 Timeline CGIB 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: 61 shares; 2025Q3: not reported; 2025Q4: 2,388 shares; 2026Q1: 4,781 shares 4,781 $121K <0.01% +2,393 Timeline NECB NORTHEAST CMNTY BANCORP INC More: the full row for NORTHEAST CMNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,080 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares 5,060 $120K <0.01% 0 Timeline IWC 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: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 13,141 shares; 2026Q1: 754 shares 754 $120K <0.01% -12,387 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: 2,427 shares; 2025Q2: 1,727 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 582 shares 582 $120K <0.01% -150 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 6,150 shares; 2025Q2: 3,060 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $120K <0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,052 shares; 2025Q1: 24,572 shares; 2025Q2: 16,318 shares; 2025Q3: 16,020 shares; 2025Q4: 16,020 shares; 2026Q1: 16,020 shares 16,020 $120K <0.01% 0 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,601 shares; 2025Q3: 7,610 shares; 2025Q4: 5,618 shares; 2026Q1: 4,927 shares 4,927 $119K <0.01% -691 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 2,505 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $119K <0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 6,258 shares; 2025Q1: 8,243 shares; 2025Q2: 3,525 shares; 2025Q3: 4,553 shares; 2025Q4: 3,010 shares; 2026Q1: 2,920 shares 2,920 $118K <0.01% -90 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares 2,851 $118K <0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $118K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 581 shares; 2025Q1: 3,457 shares; 2025Q2: 2,004 shares; 2025Q3: 516 shares; 2025Q4: 871 shares; 2026Q1: 784 shares 784 $118K <0.01% -87 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,424 shares; 2024Q4: 10,024 shares; 2025Q1: 16,102 shares; 2025Q2: 6,372 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 6,303 shares 6,303 $118K <0.01% 0 Timeline FXN 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: 3,687 shares; 2024Q4: 5,291 shares; 2025Q1: 29,330 shares; 2025Q2: 13,392 shares; 2025Q3: 5,590 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $117K <0.01% 0 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 4,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,750 shares; 2026Q1: 3,000 shares 3,000 $117K <0.01% +250 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 926 shares; 2025Q1: 2,078 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares 2,304 $115K <0.01% 0 Timeline VGIT 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: 1,087 shares; 2024Q4: 611 shares; 2025Q1: 1,132 shares; 2025Q2: 611 shares; 2025Q3: 1,142 shares; 2025Q4: 2,004 shares; 2026Q1: 1,932 shares 1,932 $115K <0.01% -72 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 7,986 shares; 2025Q3: 1,311 shares; 2025Q4: 1,363 shares; 2026Q1: 1,235 shares 1,235 $114K <0.01% -128 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 547 shares; 2025Q1: 1,396 shares; 2025Q2: 752 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $114K <0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 1,595 shares; 2025Q3: 1,995 shares; 2025Q4: 2,305 shares; 2026Q1: 3,155 shares 3,155 $112K <0.01% +850 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 378 shares; 2025Q2: 3,731 shares; 2025Q3: 2,662 shares; 2025Q4: 2,447 shares; 2026Q1: 2,231 shares 2,231 $112K <0.01% -216 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS 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: 400 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $112K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 32,291 shares; 2025Q3: 31,436 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $112K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 3,705 shares; 2025Q2: 1,963 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,681 shares 1,681 $112K <0.01% 0 Timeline IRTR 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: 2,600 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 3,640 shares 3,640 $111K <0.01% -760 Timeline PJUL 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: 2,422 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 2,422 shares 2,422 $111K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,605 shares; 2024Q4: 11,555 shares; 2025Q1: 23,771 shares; 2025Q2: 9,136 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares; 2026Q1: 6,994 shares 6,994 $111K <0.01% +1,669 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 4,527 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284 $111K <0.01% 0 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,148 shares; 2025Q2: 4,201 shares; 2025Q3: 4,261 shares; 2025Q4: 4,330 shares; 2026Q1: 4,359 shares 4,359 $110K <0.01% +29 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: 275 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $110K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 2,190 shares; 2025Q1: 6,852 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 4,044 shares; 2026Q1: 3,396 shares 3,396 $110K <0.01% -648 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 375 shares; 2025Q1: 755 shares; 2025Q2: 329 shares; 2025Q3: 337 shares; 2025Q4: 494 shares; 2026Q1: 895 shares 895 $109K <0.01% +401 Timeline FJAN 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: 3,225 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $108K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 326 shares; 2025Q1: 888 shares; 2025Q2: 546 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $106K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 15 shares; 2025Q2: 1,208 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 886 shares 886 $106K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,576 shares; 2025Q1: 5,129 shares; 2025Q2: 4,138 shares; 2025Q3: 4,279 shares; 2025Q4: 4,807 shares; 2026Q1: 646 shares 646 $105K <0.01% -4,161 Timeline QEFA 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: 22,539 shares; 2024Q4: 14,584 shares; 2025Q1: 24,089 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $104K <0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,328 shares; 2025Q1: 2,690 shares; 2025Q2: 1,344 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $103K <0.01% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 2,843 shares 2,843 $103K <0.01% +1,631 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 1,570 shares; 2025Q1: 3,740 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,953 shares 1,953 $103K <0.01% +383 Timeline AVLV 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: 400 shares; 2024Q4: 620 shares; 2025Q1: 1,860 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,275 shares 1,275 $103K <0.01% +35 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 253 shares; 2026Q1: 1,755 shares 1,755 $103K <0.01% +1,502 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,017 shares; 2025Q1: 2,517 shares; 2025Q2: 1,475 shares; 2025Q3: 1,452 shares; 2025Q4: 1,445 shares; 2026Q1: 1,429 shares 1,429 $103K <0.01% -16 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,185 shares; 2025Q1: 6,995 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $102K <0.01% 0 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 3,331 shares; 2026Q1: 3,081 shares 3,081 $102K <0.01% -250 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 2,150 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $102K <0.01% 0 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $102K <0.01% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 2,436 shares; 2026Q1: 2,453 shares 2,453 $102K <0.01% +17 Timeline FTXN 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: 1,575 shares; 2025Q1: 1,525 shares; 2025Q2: 725 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 2,640 shares 2,640 $102K <0.01% +2,540 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,292 shares; 2025Q2: 5,754 shares; 2025Q3: 3,906 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares 3,779 $102K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 28 shares; 2025Q1: 157 shares; 2025Q2: 83 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 30 shares 30 $101K <0.01% -8 Timeline FBND 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: 2,200 shares; 2024Q4: 2,213 shares; 2025Q1: 7,195 shares; 2025Q2: 3,612 shares; 2025Q3: 2,217 shares; 2025Q4: 2,218 shares; 2026Q1: 2,219 shares 2,219 $101K <0.01% +1 Timeline AVEM 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: 20,857 shares; 2024Q4: 13,777 shares; 2025Q1: 23,155 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 669 shares; 2026Q1: 1,251 shares 1,251 $101K <0.01% +582 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,608 shares; 2025Q1: 8,843 shares; 2025Q2: 4,325 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares 3,159 $100K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 3,401 shares; 2025Q1: 9,319 shares; 2025Q2: 4,257 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares 1,508 $100K <0.01% 0 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 5,873 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $99.6K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 1,098 shares 1,098 $99.4K <0.01% +1 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,332 shares; 2025Q3: 23,743 shares; 2025Q4: 24,784 shares; 2026Q1: 2,349 shares 2,349 $99.1K <0.01% -22,435 Timeline BSJV 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: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares; 2026Q1: 3,805 shares 3,805 $98.9K <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: 1,656 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $98.9K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 435 shares; 2025Q1: 1,110 shares; 2025Q2: 652 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $98.8K <0.01% 0 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: 4,676 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $98.8K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares; 2026Q1: 1,800 shares 1,800 $98.6K <0.01% -383 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,195 shares; 2025Q1: 7,980 shares; 2025Q2: 1,795 shares; 2025Q3: not reported; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $98K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 11,013 shares; 2025Q1: 23,885 shares; 2025Q2: 12,569 shares; 2025Q3: 9,753 shares; 2025Q4: 6,412 shares; 2026Q1: 4,313 shares 4,313 $97K <0.01% -2,099 Timeline GJUN 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: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $96.6K <0.01% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,373 shares; 2025Q1: 8,221 shares; 2025Q2: 3,389 shares; 2025Q3: 2,460 shares; 2025Q4: 2,203 shares; 2026Q1: 1,946 shares 1,946 $96.4K <0.01% -257 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,481 shares; 2025Q1: 10,701 shares; 2025Q2: 5,672 shares; 2025Q3: 5,000 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $96.3K <0.01% 0 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,527 shares 3,527 $95.9K <0.01% new Timeline PFI 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 2,400 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $95.8K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 154 shares; 2025Q1: 1,140 shares; 2025Q2: 783 shares; 2025Q3: 651 shares; 2025Q4: 786 shares; 2026Q1: 697 shares 697 $95.7K <0.01% -89 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,699 shares; 2025Q1: 3,661 shares; 2025Q2: 1,789 shares; 2025Q3: 1,869 shares; 2025Q4: 2,264 shares; 2026Q1: 2,244 shares 2,244 $94.8K <0.01% -20 Timeline MARM 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: 1,480 shares; 2025Q1: 4,310 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830 $94.7K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 6,906 shares; 2025Q1: 21,328 shares; 2025Q2: 9,244 shares; 2025Q3: 4,172 shares; 2025Q4: 4,287 shares; 2026Q1: 4,573 shares 4,573 $94.7K <0.01% +286 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,151 shares; 2025Q1: 3,604 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902 $94.5K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,477 shares; 2025Q1: 3,528 shares; 2025Q2: 2,071 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $94.2K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,755 shares; 2025Q1: 4,755 shares; 2025Q2: 1,679 shares; 2025Q3: 961 shares; 2025Q4: 950 shares; 2026Q1: 1,042 shares 1,042 $93.9K <0.01% +92 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: 2,799 shares; 2025Q2: 1,811 shares; 2025Q3: 1,125 shares; 2025Q4: 801 shares; 2026Q1: 764 shares 764 $93.8K <0.01% -37 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 7,850 shares; 2025Q2: 2,650 shares; 2025Q3: 3,650 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares 4,750 $93.5K <0.01% 0 Timeline VIS 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: 14 shares; 2024Q4: 179 shares; 2025Q1: 1,008 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $92.7K <0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,803 shares; 2025Q3: 2,603 shares; 2025Q4: 3,458 shares; 2026Q1: 4,519 shares 4,519 $92K <0.01% +1,061 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,760 shares; 2025Q4: 50,860 shares; 2026Q1: 34,810 shares 34,810 $91.5K <0.01% -16,050 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,385 shares 1,385 $91.4K <0.01% -292 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 13,000 shares 13,000 $91.4K <0.01% +8,800 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,411 shares; 2025Q1: 15,263 shares; 2025Q2: 6,540 shares; 2025Q3: 2,792 shares; 2025Q4: 2,770 shares; 2026Q1: 2,554 shares 2,554 $91.2K <0.01% -216 Timeline EDIV 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: 1,947 shares; 2024Q4: 1,900 shares; 2025Q1: 4,235 shares; 2025Q2: 2,190 shares; 2025Q3: 2,349 shares; 2025Q4: 2,300 shares; 2026Q1: 2,301 shares 2,301 $90.8K <0.01% +1 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $90.8K <0.01% 0 Timeline BBHY 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: 375 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 725 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares 1,973 $90.4K <0.01% 0 Timeline MSML 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: 189 shares; 2025Q3: 189 shares; 2025Q4: 1,278 shares; 2026Q1: 1,378 shares 1,378 $89.7K <0.01% +100 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares 1,432 $89K <0.01% new 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: 29 shares; 2024Q4: 86 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 3,267 shares; 2026Q1: 3,267 shares 3,267 $88.9K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 10,304 shares; 2025Q2: 4,465 shares; 2025Q3: 4,793 shares; 2025Q4: 4,763 shares; 2026Q1: 4,077 shares 4,077 $88.1K <0.01% -686 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 6,462 shares; 2025Q2: 2,846 shares; 2025Q3: 2,062 shares; 2025Q4: 2,293 shares; 2026Q1: 1,722 shares 1,722 $87.5K <0.01% -571 Timeline UTEN 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: 1,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $87.2K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $87.2K <0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 5,516 shares; 2025Q3: 4,717 shares; 2025Q4: 4,717 shares; 2026Q1: 4,717 shares 4,717 $86.8K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 4,686 shares; 2025Q1: 6,628 shares; 2025Q2: 3,284 shares; 2025Q3: 3,568 shares; 2025Q4: 3,271 shares; 2026Q1: 3,671 shares 3,671 $86.7K <0.01% +400 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,158 shares; 2024Q4: 35,214 shares; 2025Q1: 118,483 shares; 2025Q2: 61,632 shares; 2025Q3: 5,576 shares; 2025Q4: 4,558 shares; 2026Q1: 3,820 shares 3,820 $86.7K <0.01% -738 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,847 shares; 2025Q1: 4,699 shares; 2025Q2: 712 shares; 2025Q3: 1,454 shares; 2025Q4: 1,459 shares; 2026Q1: 1,463 shares 1,463 $86.5K <0.01% +4 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: 2,096 shares; 2024Q4: 1,867 shares; 2025Q1: 6,063 shares; 2025Q2: 3,253 shares; 2025Q3: 3,255 shares; 2025Q4: 3,256 shares; 2026Q1: 3,258 shares 3,258 $86.4K <0.01% +2 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 20,113 shares; 2025Q1: 35,104 shares; 2025Q2: 18,660 shares; 2025Q3: 18,865 shares; 2025Q4: 19,881 shares; 2026Q1: 2,077 shares 2,077 $86.4K <0.01% -17,804 Timeline DFIP 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: 4,849 shares; 2025Q2: 5,820 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $86.4K <0.01% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 7,871 shares; 2025Q4: 8,392 shares; 2026Q1: 9,892 shares 9,892 $86.4K <0.01% +1,500 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 516 shares; 2025Q1: 1,232 shares; 2025Q2: 579 shares; 2025Q3: 458 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $86.3K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 689 shares; 2025Q1: 567 shares; 2025Q2: 202 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $86.2K <0.01% 0 Timeline GLRY 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: 1,807 shares; 2024Q4: 2,004 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares 2,317 $86K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,160 shares; 2025Q1: 1,936 shares; 2025Q2: 1,181 shares; 2025Q3: 1,243 shares; 2025Q4: 606 shares; 2026Q1: 945 shares 945 $85.2K <0.01% +339 Timeline FMDE 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: 2,119 shares; 2025Q1: 4,569 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,362 shares; 2026Q1: 2,362 shares 2,362 $84.9K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 6,124 shares; 2025Q4: 1,729 shares; 2026Q1: 1,742 shares 1,742 $84.7K <0.01% +13 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,557 shares; 2025Q1: 23,567 shares; 2025Q2: 11,448 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares; 2026Q1: 1,875 shares 1,875 $84.6K <0.01% +1 Timeline BSMQ 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $84.5K <0.01% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 8,550 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $84.1K <0.01% 0 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: 3,115 shares; 2024Q4: 4,208 shares; 2025Q1: 6,144 shares; 2025Q2: 2,816 shares; 2025Q3: 2,997 shares; 2025Q4: 2,500 shares; 2026Q1: 1,688 shares 1,688 $84.1K <0.01% -812 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 350 shares; 2025Q4: 1,640 shares; 2026Q1: 1,750 shares 1,750 $84K <0.01% +110 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares 3,551 $83.2K <0.01% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,757 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares 1,594 $83.2K <0.01% 0 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: 10,444 shares; 2024Q4: 10,444 shares; 2025Q1: 19,880 shares; 2025Q2: 10,340 shares; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares 10,340 $82.8K <0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 33 shares; 2025Q2: 27 shares; 2025Q3: 16 shares; 2025Q4: 50 shares; 2026Q1: 763 shares 763 $82.4K <0.01% +713 Timeline SHYD 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 3,621 shares; 2026Q1: 3,621 shares 3,621 $82.1K <0.01% 0 Timeline EPV 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: 3,714 shares 3,714 $81.7K <0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 520 shares; 2025Q1: 1,296 shares; 2025Q2: 791 shares; 2025Q3: 740 shares; 2025Q4: 755 shares; 2026Q1: 1,382 shares 1,382 $81.6K <0.01% +627 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,257 shares; 2024Q4: 6,150 shares; 2025Q1: 16,701 shares; 2025Q2: 8,574 shares; 2025Q3: 8,586 shares; 2025Q4: 8,594 shares; 2026Q1: 8,602 shares 8,602 $81.5K <0.01% +8 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,150 shares; 2025Q1: 3,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $81.1K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 1,995 shares; 2025Q1: 4,025 shares; 2025Q2: 2,014 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 1,955 shares 1,955 $80.9K <0.01% -50 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $80.9K <0.01% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 175 shares; 2025Q1: 525 shares; 2025Q2: 373 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 676 shares 676 $80.8K <0.01% +326 Timeline BHV BLACKROCK VA MUN BD TR More: the full row for BLACKROCK VA MUN BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 7,696 shares; 2025Q1: 7,696 shares; 2025Q2: 7,696 shares; 2025Q3: 7,696 shares; 2025Q4: 7,696 shares; 2026Q1: 7,696 shares 7,696 $79.7K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 1,059 shares; 2025Q2: 594 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $79.6K <0.01% 0 Timeline BSCX 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: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,755 shares; 2025Q4: 3,755 shares; 2026Q1: 3,755 shares 3,755 $79.4K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,311 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $79.4K <0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,191 shares; 2025Q1: 6,764 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 3,550 shares 3,550 $79.3K <0.01% -682 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 1,710 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $79.2K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 740 shares; 2025Q1: 1,965 shares; 2025Q2: 992 shares; 2025Q3: 583 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $79.2K <0.01% 0 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,729 shares; 2025Q1: 7,554 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 1,855 shares 1,855 $79.2K <0.01% -1,506 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: 6,694 shares; 2025Q2: 2,588 shares; 2025Q3: 1,843 shares; 2025Q4: 1,741 shares; 2026Q1: 1,598 shares 1,598 $78.9K <0.01% -143 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,192 shares; 2025Q1: 8,826 shares; 2025Q2: 6,310 shares; 2025Q3: 965 shares; 2025Q4: 759 shares; 2026Q1: 743 shares 743 $78.6K <0.01% -16 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 8,589 shares; 2025Q1: 27,269 shares; 2025Q2: 10,234 shares; 2025Q3: 7,270 shares; 2025Q4: 7,270 shares; 2026Q1: 7,270 shares 7,270 $78.1K <0.01% 0 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: 13,416 shares; 2024Q4: 12,416 shares; 2025Q1: 11,300 shares; 2025Q2: 12,580 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $77.9K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 332 shares; 2025Q1: 249 shares; 2025Q2: 513 shares; 2025Q3: not reported; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $77.7K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,937 shares; 2025Q1: 1,969 shares; 2025Q2: 1,992 shares; 2025Q3: 2,015 shares; 2025Q4: 2,041 shares; 2026Q1: 2,071 shares 2,071 $77.6K <0.01% +30 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,830 shares; 2025Q1: 12,060 shares; 2025Q2: 9,830 shares; 2025Q3: 9,830 shares; 2025Q4: 9,830 shares; 2026Q1: 9,830 shares 9,830 $77.3K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 1,228 shares; 2025Q1: 2,170 shares; 2025Q2: 1,305 shares; 2025Q3: 1,336 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares 1,327 $77.2K <0.01% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,352 shares; 2025Q1: 4,056 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares 2,704 $76.9K <0.01% 0 Timeline DFAX 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: 2,232 shares; 2024Q4: 2,239 shares; 2025Q1: 11,582 shares; 2025Q2: 11,395 shares; 2025Q3: 2,254 shares; 2025Q4: 2,259 shares; 2026Q1: 2,261 shares 2,261 $76.8K <0.01% +2 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 1,872 shares; 2025Q1: 4,258 shares; 2025Q2: 2,415 shares; 2025Q3: 2,390 shares; 2025Q4: 2,441 shares; 2026Q1: 1,615 shares 1,615 $76.6K <0.01% -826 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: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $76.6K <0.01% 0 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,393 shares; 2025Q4: 1,550 shares; 2026Q1: 1,562 shares 1,562 $76.5K <0.01% +12 Timeline FENI 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: 5,144 shares; 2025Q1: 15,111 shares; 2025Q2: 9,967 shares; 2025Q3: 8,745 shares; 2025Q4: 2,098 shares; 2026Q1: 2,055 shares 2,055 $76.4K <0.01% -43 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $76.4K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 378 shares; 2025Q1: 995 shares; 2025Q2: 531 shares; 2025Q3: 409 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $75.9K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 281 shares; 2025Q1: 1,408 shares; 2025Q2: 656 shares; 2025Q3: 174 shares; 2025Q4: 225 shares; 2026Q1: 174 shares 174 $75.9K <0.01% -51 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 21,500 shares 21,500 $75.9K <0.01% +19,000 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 666 shares; 2025Q1: 2,020 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $75.6K <0.01% 0 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 3,600 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $75.6K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 929 shares; 2025Q2: 425 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 370 shares 370 $75.5K <0.01% -57 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 5,549 shares; 2025Q1: 11,362 shares; 2025Q2: 10,150 shares; 2025Q3: 3,394 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares 4,594 $75.5K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 3,773 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares 1,866 $75.1K <0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,737 shares; 2025Q2: 1,977 shares; 2025Q3: 2,117 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $75.1K <0.01% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 2,201 shares; 2025Q1: 4,682 shares; 2025Q2: 2,151 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 1,006 shares 1,006 $75.1K <0.01% -1,064 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares 1,483 $74.7K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 146 shares; 2025Q1: 1,098 shares; 2025Q2: 711 shares; 2025Q3: 230 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $74.3K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 8,337 shares; 2025Q2: 8,111 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $74K <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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $73.7K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 12,210 shares; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 6,475 shares; 2026Q1: 4,975 shares 4,975 $73.5K <0.01% -1,500 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 438 shares; 2025Q1: 1,263 shares; 2025Q2: 855 shares; 2025Q3: 668 shares; 2025Q4: 729 shares; 2026Q1: 668 shares 668 $73.4K <0.01% -61 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 998 shares; 2025Q1: 3,025 shares; 2025Q2: 1,490 shares; 2025Q3: 626 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $73.4K <0.01% 0 Timeline BSMR 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: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $73.3K <0.01% 0 Timeline HFSI 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: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,102 shares 2,102 $73K <0.01% -102 Timeline NXTG 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: 217 shares; 2025Q1: 868 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares 651 $72.9K <0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $72.8K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 873 shares; 2025Q1: 3,137 shares; 2025Q2: 1,339 shares; 2025Q3: 1,154 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares 1,113 $72.7K <0.01% 0 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,577 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $72.6K <0.01% 0 Timeline BSMS 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: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $72.5K <0.01% 0 Timeline XMVM 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 1,035 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 1,106 shares; 2026Q1: 1,108 shares 1,108 $72.1K <0.01% +2 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 723 shares; 2025Q1: 2,892 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares 2,169 $72.1K <0.01% 0 Timeline ONEY 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $72K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 715 shares; 2025Q1: 2,520 shares; 2025Q2: 1,038 shares; 2025Q3: 353 shares; 2025Q4: 373 shares; 2026Q1: 349 shares 349 $71.9K <0.01% -24 Timeline ADVE MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $71.4K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 163 shares; 2025Q1: 539 shares; 2025Q2: 479 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $70.7K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 81 shares; 2025Q1: 464 shares; 2025Q2: 165 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 97 shares 97 $70.6K <0.01% +52 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,540 shares 2,540 $70.6K <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: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $69.2K <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $69K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 101 shares; 2025Q1: 261 shares; 2025Q2: 108 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 63 shares 63 $68.9K <0.01% +6 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 600 shares; 2025Q1: 2,400 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $68.6K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 262 shares; 2025Q1: 736 shares; 2025Q2: 254 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,450 shares 3,450 $68.5K <0.01% +216 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,260 shares; 2025Q1: 6,464 shares; 2025Q2: 11,208 shares; 2025Q3: 6,035 shares; 2025Q4: 8,290 shares; 2026Q1: 4,319 shares 4,319 $68.4K <0.01% -3,971 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 9,692 shares; 2025Q2: 6,869 shares; 2025Q3: 3,473 shares; 2025Q4: 2,258 shares; 2026Q1: 2,678 shares 2,678 $68.4K <0.01% +420 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 8,408 shares; 2025Q1: 23,607 shares; 2025Q2: 8,792 shares; 2025Q3: 237 shares; 2025Q4: 236 shares; 2026Q1: 324 shares 324 $68.1K <0.01% +88 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $67.9K <0.01% 0 Timeline SDIV 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: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 537 shares; 2026Q1: 2,684 shares 2,684 $67.8K <0.01% +2,147 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 162 shares; 2025Q2: 111 shares; 2025Q3: 73 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $67.7K <0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $67.6K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 679 shares; 2025Q1: 2,883 shares; 2025Q2: 1,032 shares; 2025Q3: 190 shares; 2025Q4: 195 shares; 2026Q1: 196 shares 196 $67.5K <0.01% +1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 2,820 shares; 2025Q2: 1,390 shares; 2025Q3: 1,260 shares; 2025Q4: 1,631 shares; 2026Q1: 1,632 shares 1,632 $67.3K <0.01% +1 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,738 shares; 2025Q1: 8,163 shares; 2025Q2: 6,928 shares; 2025Q3: 3,794 shares; 2025Q4: 3,794 shares; 2026Q1: 3,794 shares 3,794 $66.9K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 3,287 shares; 2025Q2: 1,441 shares; 2025Q3: 537 shares; 2025Q4: 404 shares; 2026Q1: 358 shares 358 $66.8K <0.01% -46 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 685 shares; 2025Q1: 1,854 shares; 2025Q2: 1,037 shares; 2025Q3: 862 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962 $66.7K <0.01% 0 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD 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: 9,732 shares; 2025Q4: 9,732 shares; 2026Q1: 9,732 shares 9,732 $66.7K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,143 shares; 2025Q1: 2,316 shares; 2025Q2: 803 shares; 2025Q3: 804 shares; 2025Q4: 1,162 shares; 2026Q1: 1,165 shares 1,165 $66.6K <0.01% +3 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA 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: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 16,900 shares 16,900 $66.4K <0.01% +9,900 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,853 shares; 2025Q1: 6,063 shares; 2025Q2: 2,320 shares; 2025Q3: 192 shares; 2025Q4: 160 shares; 2026Q1: 154 shares 154 $65.6K <0.01% -6 Timeline XPAY ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 360 shares; 2026Q1: 1,340 shares 1,340 $65.4K <0.01% +980 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $65.2K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $64.8K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,444 shares; 2025Q1: 3,376 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $64.6K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,809 shares; 2025Q1: 6,852 shares; 2025Q2: 5,171 shares; 2025Q3: 5,070 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares 1,770 $64.5K <0.01% 0 Timeline DWX 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: 1,550 shares; 2024Q4: 1,552 shares; 2025Q1: 1,374 shares; 2025Q2: 1,406 shares; 2025Q3: 1,408 shares; 2025Q4: 1,412 shares; 2026Q1: 1,413 shares 1,413 $64.4K <0.01% +1 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $64.4K <0.01% 0 Timeline MOO 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: 476 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares 760 $64.2K <0.01% new Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $64.2K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 2,376 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $64K <0.01% 0 Timeline DEED 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $64K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 4,161 shares; 2025Q2: 2,212 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $63.1K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 350 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $62.4K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 6,024 shares; 2025Q1: 6,024 shares; 2025Q2: 6,024 shares; 2025Q3: 6,024 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares 6,024 $62K <0.01% 0 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,158 shares 2,158 $62K <0.01% new Timeline IDLV 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: 4,889 shares; 2024Q4: 5,275 shares; 2025Q1: 7,525 shares; 2025Q2: 5,298 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $62K <0.01% 0 Timeline ESGD 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: 738 shares; 2024Q4: 800 shares; 2025Q1: 1,768 shares; 2025Q2: 771 shares; 2025Q3: 717 shares; 2025Q4: 636 shares; 2026Q1: 646 shares 646 $61.8K <0.01% +10 Timeline DEEF 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: 49,691 shares; 2024Q4: 32,503 shares; 2025Q1: 52,881 shares; 2025Q2: 1,116 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630 $61.6K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 482 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $61.3K <0.01% 0 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 3,716 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares 2,625 $61.2K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,023 shares; 2025Q1: 9,025 shares; 2025Q2: 3,352 shares; 2025Q3: 829 shares; 2025Q4: 832 shares; 2026Q1: 835 shares 835 $61K <0.01% +3 Timeline CAAA 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: 1,500 shares; 2025Q1: 4,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $60.9K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 427 shares; 2025Q1: 1,018 shares; 2025Q2: 571 shares; 2025Q3: 408 shares; 2025Q4: 393 shares; 2026Q1: 351 shares 351 $60.9K <0.01% -42 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,077 shares; 2025Q1: 5,782 shares; 2025Q2: 2,760 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 1,804 shares 1,804 $60.8K <0.01% -300 Timeline PCY 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: 3,250 shares; 2025Q1: 6,014 shares; 2025Q2: 3,298 shares; 2025Q3: 2,705 shares; 2025Q4: 2,719 shares; 2026Q1: 2,895 shares 2,895 $60.5K <0.01% +176 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 308 shares; 2025Q1: 464 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 365 shares 365 $60.3K <0.01% +337 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,793 shares; 2025Q1: 4,038 shares; 2025Q2: 1,572 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $60.3K <0.01% 0 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: 8,020 shares; 2024Q4: 7,231 shares; 2025Q1: 19,621 shares; 2025Q2: 8,802 shares; 2025Q3: 8,802 shares; 2025Q4: 8,802 shares; 2026Q1: 8,802 shares 8,802 $60.2K <0.01% 0 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 16,800 shares; 2026Q1: 16,800 shares 16,800 $60.1K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 641 shares; 2025Q1: 1,685 shares; 2025Q2: 1,038 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $59.9K <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,399 shares; 2025Q3: 13,399 shares; 2025Q4: 13,399 shares; 2026Q1: 13,399 shares 13,399 $59.9K <0.01% 0 Timeline DFUV 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: 9,985 shares; 2025Q1: 9,985 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares 1,231 $59.7K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 1,409 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $59.5K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,045 shares; 2025Q1: 4,445 shares; 2025Q2: 1,836 shares; 2025Q3: 407 shares; 2025Q4: 207 shares; 2026Q1: 815 shares 815 $59.3K <0.01% +608 Timeline VNM 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: 5,890 shares; 2024Q4: 5,890 shares; 2025Q1: 5,829 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 3,418 shares 3,418 $59.2K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 16,238 shares; 2025Q2: 8,832 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $59.1K <0.01% 0 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares; 2026Q1: 1,182 shares 1,182 $59K <0.01% -351 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,704 shares; 2025Q1: 21,392 shares; 2025Q2: 8,180 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $58.9K <0.01% 0 Timeline IBB 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: 573 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 462 shares; 2026Q1: 348 shares 348 $58.8K <0.01% -114 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,285 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $58.6K <0.01% 0 Timeline EMPB EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $58.4K <0.01% new Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 315 shares; 2025Q2: 1,065 shares; 2025Q3: 1,150 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $58.4K <0.01% 0 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $58.3K <0.01% 0 Timeline IFLN 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: 109,830 shares; 2024Q4: 121,204 shares; 2025Q1: 4,120 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,250 shares 3,250 $58.3K <0.01% -70 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 904 shares; 2025Q2: 429 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $58.1K <0.01% 0 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 1,050 shares; 2025Q4: 190 shares; 2026Q1: 1,290 shares 1,290 $57.8K <0.01% +1,100 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 1,555 shares; 2025Q1: 4,359 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $57.8K <0.01% 0 Timeline TECS 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: 2,785 shares 2,785 $57.5K <0.01% new Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 115 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $57.5K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 80 shares; 2025Q1: 147 shares; 2025Q2: 221 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234 $57.3K <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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 6,800 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $57.1K <0.01% 0 Timeline CHAT 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: 600 shares; 2025Q3: 1,734 shares; 2025Q4: 1,522 shares; 2026Q1: 922 shares 922 $57K <0.01% -600 Timeline VOX 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 152 shares; 2025Q2: 317 shares; 2025Q3: 335 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $57K <0.01% 0 Timeline PSCC 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 1,800 shares 1,800 $56.7K <0.01% -300 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 9,113 shares; 2025Q1: 7,939 shares; 2025Q2: 1,107 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 2,155 shares 2,155 $56.7K <0.01% +1,465 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,543 shares; 2025Q1: 6,668 shares; 2025Q2: 1,563 shares; 2025Q3: 1,445 shares; 2025Q4: 1,173 shares; 2026Q1: 698 shares 698 $56.2K <0.01% -475 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 565 shares; 2025Q1: 1,562 shares; 2025Q2: 554 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 2,078 shares 2,078 $56.2K <0.01% +1,550 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: not reported; 2025Q4: 912 shares; 2026Q1: 1,884 shares 1,884 $56.2K <0.01% +972 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,445 shares; 2025Q4: 2,462 shares; 2026Q1: 2,470 shares 2,470 $55.9K <0.01% +8 Timeline IDEV 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: 104,319 shares; 2024Q4: 108,600 shares; 2025Q1: 178,042 shares; 2025Q2: 172,375 shares; 2025Q3: 1,067 shares; 2025Q4: 665 shares; 2026Q1: 668 shares 668 $55.8K <0.01% +3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,079 shares; 2025Q1: 7,502 shares; 2025Q2: 4,354 shares; 2025Q3: 3,585 shares; 2025Q4: 3,591 shares; 2026Q1: 2,343 shares 2,343 $55.8K <0.01% -1,248 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $55.7K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 513 shares 513 $55.4K <0.01% +226 Timeline TBIL 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: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $54.9K <0.01% 0 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: 1,728 shares; 2024Q4: 2,592 shares; 2025Q1: 3,733 shares; 2025Q2: 1,084 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 734 shares 734 $54.6K <0.01% +50 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 474 shares; 2025Q1: 1,255 shares; 2025Q2: 735 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 723 shares 723 $54.6K <0.01% +130 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $54.5K <0.01% 0 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,778 shares; 2025Q1: 4,591 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares; 2026Q1: 2,871 shares 2,871 $54.4K <0.01% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $54.4K <0.01% 0 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,155 shares; 2026Q1: 4,667 shares 4,667 $54.4K <0.01% +512 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: 9,260 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 915 shares 915 $54K <0.01% +885 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 970 shares; 2025Q1: 2,160 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $53.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares 181 $53.9K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $53.9K <0.01% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,492 shares; 2025Q1: 6,817 shares; 2025Q2: 5,116 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $53.9K <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: 2,502 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,502 shares 2,502 $53.6K <0.01% 0 Timeline GWX 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: 1,269 shares 1,269 $53.6K <0.01% new Timeline JPUS 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: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $53.4K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 7,281 shares; 2025Q1: 4,034 shares; 2025Q2: 4,505 shares; 2025Q3: 2,005 shares; 2025Q4: 2,805 shares; 2026Q1: 6,502 shares 6,502 $53.1K <0.01% +3,697 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,035 shares; 2025Q1: 11,841 shares; 2025Q2: 5,381 shares; 2025Q3: 4,453 shares; 2025Q4: 2,637 shares; 2026Q1: 2,537 shares 2,537 $53K <0.01% -100 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,911 shares; 2025Q1: 2,776 shares; 2025Q2: 2,112 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $53K <0.01% 0 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: 220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares 805 $52.9K <0.01% new Timeline MSFD 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: 3,577 shares 3,577 $52.7K <0.01% new Timeline USIG 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: 4,743 shares; 2024Q4: 4,236 shares; 2025Q1: 41,563 shares; 2025Q2: 26,877 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 1,027 shares 1,027 $52.6K <0.01% +137 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 4,143 shares; 2025Q2: 1,483 shares; 2025Q3: 940 shares; 2025Q4: 886 shares; 2026Q1: 886 shares 886 $52.6K <0.01% 0 Timeline XAIX 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: 711 shares; 2025Q4: 1,165 shares; 2026Q1: 1,315 shares 1,315 $52.5K <0.01% +150 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 1,150 shares; 2025Q1: 2,450 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $52.4K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 655 shares; 2025Q1: 2,768 shares; 2025Q2: 669 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $52.4K <0.01% 0 Timeline BUFF 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: 4,661 shares; 2024Q4: 4,429 shares; 2025Q1: 2,049 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares 1,058 $52.3K <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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 3,579 shares; 2025Q2: 2,572 shares; 2025Q3: 1,863 shares; 2025Q4: 1,870 shares; 2026Q1: 1,876 shares 1,876 $52.2K <0.01% +6 Timeline SDVD 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: 600 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,400 shares 2,400 $52.1K <0.01% +1,200 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 16,165 shares; 2025Q2: 8,853 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,510 shares 1,510 $52K <0.01% -309 Timeline ABLG ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 881 shares; 2025Q1: 2,643 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $52K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 348 shares; 2025Q1: 541 shares; 2025Q2: 447 shares; 2025Q3: 142 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $52K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 598 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $51.9K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,226 shares; 2025Q1: 1,547 shares; 2025Q2: 1,059 shares; 2025Q3: 493 shares; 2025Q4: 515 shares; 2026Q1: 765 shares 765 $51.5K <0.01% +250 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 371 shares; 2025Q2: 671 shares; 2025Q3: 650 shares; 2025Q4: 2,900 shares; 2026Q1: 650 shares 650 $51.4K <0.01% -2,250 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $51.4K <0.01% 0 Timeline LGCF THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $51.1K <0.01% 0 Timeline DFAS 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: 5,150 shares; 2024Q4: 4,379 shares; 2025Q1: 7,554 shares; 2025Q2: 1,416 shares; 2025Q3: 1,216 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $51.1K <0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 788 shares; 2026Q1: 590 shares 590 $51K <0.01% -198 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE 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: 2,727 shares; 2026Q1: 2,727 shares 2,727 $50.9K <0.01% 0 Timeline VGLT 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: 625 shares; 2024Q4: 943 shares; 2025Q1: 699 shares; 2025Q2: 769 shares; 2025Q3: 938 shares; 2025Q4: 897 shares; 2026Q1: 918 shares 918 $50.8K <0.01% +21 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 979 shares; 2025Q4: 991 shares; 2026Q1: 1,002 shares 1,002 $50.8K <0.01% +11 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 377 shares; 2025Q1: 1,521 shares; 2025Q2: 939 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693 $50.3K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,302 shares; 2025Q1: 6,437 shares; 2025Q2: 1,917 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 617 shares 617 $50.2K <0.01% -240 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 147 shares; 2025Q1: 557 shares; 2025Q2: 214 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $50.1K <0.01% 0 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $50K <0.01% 0 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: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,307 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $50K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 1,030 shares; 2025Q3: 2,220 shares; 2025Q4: 2,200 shares; 2026Q1: 2,400 shares 2,400 $49.8K <0.01% +200 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 139 shares; 2025Q1: 843 shares; 2025Q2: 458 shares; 2025Q3: 327 shares; 2025Q4: 249 shares; 2026Q1: 252 shares 252 $49.8K <0.01% +3 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,778 shares; 2025Q1: 8,087 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares 3,778 $49.8K <0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS 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: 200 shares; 2025Q3: 850 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $49.7K <0.01% 0 Timeline SCHZ 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: 14,772 shares; 2024Q4: 22,335 shares; 2025Q1: 40,359 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 2,188 shares; 2026Q1: 2,140 shares 2,140 $49.7K <0.01% -48 Timeline SETM 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: not reported; 2026Q1: 1,500 shares 1,500 $49.6K <0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,143 shares; 2025Q1: 3,327 shares; 2025Q2: 1,466 shares; 2025Q3: 1,212 shares; 2025Q4: 796 shares; 2026Q1: 772 shares 772 $49.6K <0.01% -24 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,042 shares; 2025Q1: 11,551 shares; 2025Q2: 6,610 shares; 2025Q3: 3,975 shares; 2025Q4: 3,696 shares; 2026Q1: 3,664 shares 3,664 $49.5K <0.01% -32 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $49.5K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 3,170 shares; 2026Q1: 3,470 shares 3,470 $49.4K <0.01% +300 Timeline XHB 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $49.4K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 1,073 shares; 2025Q2: 507 shares; 2025Q3: 358 shares; 2025Q4: 359 shares; 2026Q1: 360 shares 360 $49.3K <0.01% +1 Timeline SCHR 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: 262 shares; 2024Q4: 524 shares; 2025Q1: 5,494 shares; 2025Q2: 1,955 shares; 2025Q3: 1,888 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965 $48.9K <0.01% 0 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 1,331 shares; 2025Q2: 642 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $48.8K <0.01% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $48.6K <0.01% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $48.5K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,389 shares; 2025Q1: 1,061 shares; 2025Q2: 550 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 886 shares 886 $47.7K <0.01% +375 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 498 shares; 2025Q1: 1,479 shares; 2025Q2: 665 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $47.4K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 501 shares; 2025Q2: 203 shares; 2025Q3: 52 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $47.3K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 352 shares; 2025Q1: 916 shares; 2025Q2: 352 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 1,842 shares 1,842 $47.2K <0.01% +1,350 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 9,515 shares; 2025Q2: 3,810 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 3,045 shares 3,045 $47.2K <0.01% -500 Timeline DAPR 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: 962 shares; 2024Q4: 962 shares; 2025Q1: 2,085 shares; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares 1,186 $47.2K <0.01% 0 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,079 shares; 2026Q1: 2,050 shares 2,050 $47.1K <0.01% -29 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,739 shares; 2025Q1: 5,280 shares; 2025Q2: 1,755 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $47.1K <0.01% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,359 shares; 2025Q1: 2,777 shares; 2025Q2: 1,359 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $47.1K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $47K <0.01% 0 Timeline EMHC 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: 1,894 shares 1,894 $47K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,968 shares; 2025Q1: 13,639 shares; 2025Q2: 4,497 shares; 2025Q3: 2,356 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334 $46.9K <0.01% 0 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: 1,143 shares; 2024Q4: 1,153 shares; 2025Q1: 2,384 shares; 2025Q2: 1,180 shares; 2025Q3: 1,248 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $46.8K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 239 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $46.7K <0.01% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 4,000 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $46.6K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: 7,088 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775 $46.5K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,782 shares; 2025Q1: 20,323 shares; 2025Q2: 7,762 shares; 2025Q3: 425 shares; 2025Q4: 273 shares; 2026Q1: 775 shares 775 $46.5K <0.01% +502 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 2,500 shares 2,500 $46.4K <0.01% -2,500 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,255 shares; 2025Q1: 9,604 shares; 2025Q2: 3,781 shares; 2025Q3: 1,015 shares; 2025Q4: 1,009 shares; 2026Q1: 995 shares 995 $46.1K <0.01% -14 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 1,235 shares; 2026Q1: 1,170 shares 1,170 $46K <0.01% -65 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 650 shares 650 $45.8K <0.01% +500 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 523 shares; 2025Q1: 1,252 shares; 2025Q2: 727 shares; 2025Q3: 898 shares; 2025Q4: 907 shares; 2026Q1: 916 shares 916 $45.8K <0.01% +9 Timeline IVOV 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 672 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $45.7K <0.01% 0 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 6,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $45.7K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,453 shares; 2025Q1: 4,913 shares; 2025Q2: 1,892 shares; 2025Q3: 117 shares; 2025Q4: 102 shares; 2026Q1: 101 shares 101 $45.1K <0.01% -1 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,000 shares; 2024Q4: 116,100 shares; 2025Q1: 218,600 shares; 2025Q2: 107,900 shares; 2025Q3: 52,850 shares; 2025Q4: 36,100 shares; 2026Q1: 22,300 shares 22,300 $44.8K <0.01% -13,800 Timeline ITDE 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: 1,100 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $44.8K <0.01% 0 Timeline IYLD 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: 4,711 shares; 2024Q4: 4,721 shares; 2025Q1: 4,724 shares; 2025Q2: 4,729 shares; 2025Q3: 2,736 shares; 2025Q4: 2,047 shares; 2026Q1: 2,049 shares 2,049 $44.5K <0.01% +2 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: 171 shares; 2024Q4: 281 shares; 2025Q1: 571 shares; 2025Q2: 296 shares; 2025Q3: 928 shares; 2025Q4: 809 shares; 2026Q1: 817 shares 817 $44.5K <0.01% +8 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,400 shares; 2025Q2: 2,655 shares; 2025Q3: 4,338 shares; 2025Q4: 2,755 shares; 2026Q1: 5,385 shares 5,385 $44.5K <0.01% +2,630 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $44.5K <0.01% new Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 13,970 shares; 2025Q1: 14,820 shares; 2025Q2: 1,800 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $44.4K <0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 95 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 1,202 shares 1,202 $44.2K <0.01% +421 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955 $44.1K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 1,847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 5,754 shares 5,754 $44.1K <0.01% +4,907 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 674 shares; 2025Q1: 1,986 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 514 shares 514 $43.6K <0.01% -160 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 400 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $43.6K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 15 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 780 shares 780 $43.4K <0.01% -175 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 821 shares; 2025Q1: 2,407 shares; 2025Q2: 1,897 shares; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares; 2026Q1: 1,321 shares 1,321 $43.2K <0.01% -175 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $43.1K <0.01% 0 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $42.9K <0.01% 0 Timeline VONE 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $42.8K <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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $42.7K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 559 shares; 2025Q1: 11,129 shares; 2025Q2: 2,389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,042 shares 4,042 $42.5K <0.01% new Timeline PSI 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: 450 shares; 2026Q1: 450 shares 450 $42.5K <0.01% 0 Timeline EMXC 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: 204 shares; 2024Q4: 539 shares; 2025Q1: 1,117 shares; 2025Q2: 693 shares; 2025Q3: 664 shares; 2025Q4: 538 shares; 2026Q1: 538 shares 538 $42.3K <0.01% 0 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $42.3K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $42.2K <0.01% new Timeline JPRE 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: 874 shares; 2025Q1: 1,772 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares 874 $42K <0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 2,250 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $41.9K <0.01% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: 156 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $41.9K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 960 shares; 2025Q1: 2,334 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348 $41.7K <0.01% 0 Timeline BIZD 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: 3,004 shares; 2025Q4: 3,122 shares; 2026Q1: 3,254 shares 3,254 $41.7K <0.01% +132 Timeline FJUL 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 2,550 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $41.6K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,251 shares; 2025Q1: 12,181 shares; 2025Q2: 6,161 shares; 2025Q3: 2,025 shares; 2025Q4: 2,764 shares; 2026Q1: 2,763 shares 2,763 $41.6K <0.01% -1 Timeline