FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 10,542 shares; 2025Q1: 6,887 shares; 2025Q2: 8,782 shares; 2025Q3: 11,683 shares; 2025Q4: 13,742 shares; 2026Q1: 15,332 shares 15,332 $599K 0.02% +1,590 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,022 shares; 2026Q1: 11,985 shares 11,985 $598K 0.02% +4,963 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,060 shares; 2025Q1: 4,514 shares; 2025Q2: 4,641 shares; 2025Q3: 4,651 shares; 2025Q4: 4,157 shares; 2026Q1: 4,067 shares 4,067 $595K 0.02% -90 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,124 shares; 2025Q1: 14,935 shares; 2025Q2: 15,330 shares; 2025Q3: 14,833 shares; 2025Q4: 14,840 shares; 2026Q1: 15,482 shares 15,482 $591K 0.02% +642 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $591K 0.02% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 21,267 shares; 2025Q1: 19,860 shares; 2025Q2: 19,260 shares; 2025Q3: 18,640 shares; 2025Q4: 17,090 shares; 2026Q1: 16,640 shares 16,640 $590K 0.02% -450 Timeline FTHI 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: 13,891 shares; 2024Q4: 15,453 shares; 2025Q1: 18,940 shares; 2025Q2: 15,629 shares; 2025Q3: 19,768 shares; 2025Q4: 19,845 shares; 2026Q1: 25,698 shares 25,698 $590K 0.02% +5,853 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: 1,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,920 shares 2,920 $587K 0.02% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,728 shares 1,728 $585K 0.02% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,837 shares; 2026Q1: 6,091 shares 6,091 $573K 0.02% +254 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,311 shares; 2025Q1: 2,132 shares; 2025Q2: 2,165 shares; 2025Q3: 2,108 shares; 2025Q4: 2,095 shares; 2026Q1: 2,208 shares 2,208 $568K 0.02% +113 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 12,878 shares; 2025Q1: 1,986 shares; 2025Q2: 1,911 shares; 2025Q3: 2,028 shares; 2025Q4: 1,923 shares; 2026Q1: 1,741 shares 1,741 $568K 0.02% -182 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 8,793 shares; 2025Q1: 8,793 shares; 2025Q2: 8,793 shares; 2025Q3: 9,278 shares; 2025Q4: 8,793 shares; 2026Q1: 8,793 shares 8,793 $566K 0.02% 0 Timeline FEX 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: 10,589 shares; 2024Q4: 10,254 shares; 2025Q1: 10,247 shares; 2025Q2: 4,611 shares; 2025Q3: 4,587 shares; 2025Q4: 4,638 shares; 2026Q1: 4,630 shares 4,630 $565K 0.02% -8 Timeline EQAL 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: 11,529 shares; 2024Q4: 11,531 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 10,500 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $562K 0.02% 0 Timeline DVYE 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: 7,022 shares; 2025Q3: 8,385 shares; 2025Q4: 11,645 shares; 2026Q1: 16,335 shares 16,335 $562K 0.02% +4,690 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,659 shares; 2025Q1: 3,938 shares; 2025Q2: 3,804 shares; 2025Q3: 3,853 shares; 2025Q4: 2,138 shares; 2026Q1: 2,417 shares 2,417 $556K 0.02% +279 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,613 shares; 2024Q4: 8,118 shares; 2025Q1: 8,144 shares; 2025Q2: 8,117 shares; 2025Q3: 7,025 shares; 2025Q4: 6,515 shares; 2026Q1: 7,050 shares 7,050 $553K 0.02% +535 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 511 shares; 2025Q1: 187 shares; 2025Q2: 175 shares; 2025Q3: 169 shares; 2025Q4: 155 shares; 2026Q1: 131 shares 131 $552K 0.02% -24 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 12,350 shares 12,350 $550K 0.02% new Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 5,044 shares; 2025Q1: 6,464 shares; 2025Q2: 3,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares 3,039 $550K 0.02% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,549 shares; 2024Q4: 178,839 shares; 2025Q1: 193,504 shares; 2025Q2: 188,384 shares; 2025Q3: 231,379 shares; 2025Q4: 159,679 shares; 2026Q1: 159,727 shares 159,727 $548K 0.02% +48 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,005 shares; 2024Q4: 76,080 shares; 2025Q1: 77,880 shares; 2025Q2: 78,780 shares; 2025Q3: 73,880 shares; 2025Q4: 68,455 shares; 2026Q1: 72,455 shares 72,455 $545K 0.02% +4,000 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,922 shares; 2025Q1: 6,071 shares; 2025Q2: 5,923 shares; 2025Q3: 6,031 shares; 2025Q4: 6,355 shares; 2026Q1: 11,980 shares 11,980 $542K 0.02% +5,625 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,319 shares; 2025Q1: 2,971 shares; 2025Q2: 3,182 shares; 2025Q3: 3,658 shares; 2025Q4: 3,325 shares; 2026Q1: 3,573 shares 3,573 $541K 0.02% +248 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 11,708 shares; 2025Q2: 11,454 shares; 2025Q3: 11,475 shares; 2025Q4: 11,446 shares; 2026Q1: 11,185 shares 11,185 $539K 0.02% -261 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,208 shares 22,208 $535K 0.02% new Timeline PSCT 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: 5,833 shares; 2024Q4: 8,681 shares; 2025Q1: 7,501 shares; 2025Q2: 5,383 shares; 2025Q3: 5,993 shares; 2025Q4: 3,583 shares; 2026Q1: 8,793 shares 8,793 $528K 0.02% +5,210 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,859 shares; 2025Q1: 2,688 shares; 2025Q2: 2,817 shares; 2025Q3: 2,815 shares; 2025Q4: 3,246 shares; 2026Q1: 3,121 shares 3,121 $528K 0.02% -125 Timeline IDV 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: 11,163 shares; 2024Q4: 11,352 shares; 2025Q1: 12,177 shares; 2025Q2: 12,285 shares; 2025Q3: 12,701 shares; 2025Q4: 12,538 shares; 2026Q1: 12,399 shares 12,399 $528K 0.02% -139 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: 3,166 shares; 2024Q4: 3,269 shares; 2025Q1: 3,442 shares; 2025Q2: 3,549 shares; 2025Q3: 3,411 shares; 2025Q4: 3,688 shares; 2026Q1: 4,354 shares 4,354 $523K 0.02% +666 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,837 shares; 2025Q1: 1,884 shares; 2025Q2: 1,682 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,609 shares 3,609 $522K 0.02% new Timeline PSCF 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: 8,278 shares; 2024Q4: 8,342 shares; 2025Q1: 4,732 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $517K 0.02% new 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: 2,116 shares; 2024Q4: 2,360 shares; 2025Q1: 2,497 shares; 2025Q2: 2,512 shares; 2025Q3: 2,275 shares; 2025Q4: 2,387 shares; 2026Q1: 3,020 shares 3,020 $511K 0.02% +633 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: 11,814 shares; 2024Q4: 12,221 shares; 2025Q1: 11,492 shares; 2025Q2: 11,514 shares; 2025Q3: 10,083 shares; 2025Q4: 8,957 shares; 2026Q1: 9,237 shares 9,237 $510K 0.02% +280 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,314 shares; 2026Q1: 9,741 shares 9,741 $505K 0.02% +2,427 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,735 shares; 2025Q1: 6,724 shares; 2025Q2: 6,839 shares; 2025Q3: 6,802 shares; 2025Q4: 5,961 shares; 2026Q1: 5,861 shares 5,861 $500K 0.02% -100 Timeline PSFO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,747 shares; 2026Q1: 15,747 shares 15,747 $499K 0.02% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 4,822 shares 4,822 $499K 0.02% +919 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,353 shares 20,353 $494K 0.02% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,403 shares 13,403 $491K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 4,835 shares; 2025Q1: 4,545 shares; 2025Q2: 5,200 shares; 2025Q3: 6,462 shares; 2025Q4: 1,979 shares; 2026Q1: 1,949 shares 1,949 $488K 0.02% -30 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,217 shares; 2025Q1: 9,385 shares; 2025Q2: 9,345 shares; 2025Q3: 9,345 shares; 2025Q4: 9,290 shares; 2026Q1: 9,298 shares 9,298 $488K 0.02% +8 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,863 shares 14,863 $486K 0.02% new Timeline SHYL 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: 12,929 shares; 2024Q4: 13,066 shares; 2025Q1: 4,999 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,825 shares 10,825 $481K 0.02% new Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,482 shares; 2025Q3: 6,250 shares; 2025Q4: 6,984 shares; 2026Q1: 8,882 shares 8,882 $480K 0.02% +1,898 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,684 shares; 2025Q4: 1,826 shares; 2026Q1: 1,842 shares 1,842 $480K 0.02% +16 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,294 shares; 2025Q2: 1,221 shares; 2025Q3: 1,311 shares; 2025Q4: 1,313 shares; 2026Q1: 1,675 shares 1,675 $475K 0.02% +362 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,992 shares; 2025Q1: 2,284 shares; 2025Q2: not reported; 2025Q3: 2,888 shares; 2025Q4: 2,897 shares; 2026Q1: 4,293 shares 4,293 $471K 0.02% +1,396 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,299 shares; 2025Q4: 8,810 shares; 2026Q1: 9,778 shares 9,778 $470K 0.02% +968 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 12,088 shares; 2025Q1: 11,796 shares; 2025Q2: 12,129 shares; 2025Q3: 12,262 shares; 2025Q4: 9,704 shares; 2026Q1: 9,861 shares 9,861 $469K 0.02% +157 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: 11,090 shares; 2024Q4: 10,782 shares; 2025Q1: 10,279 shares; 2025Q2: 10,118 shares; 2025Q3: 8,980 shares; 2025Q4: 8,737 shares; 2026Q1: 7,769 shares 7,769 $466K 0.02% -968 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 9,427 shares; 2025Q1: 7,529 shares; 2025Q2: 10,584 shares; 2025Q3: 10,470 shares; 2025Q4: 4,356 shares; 2026Q1: 3,838 shares 3,838 $465K 0.02% -518 Timeline VMBS 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: 4,673 shares; 2025Q4: 5,726 shares; 2026Q1: 9,798 shares 9,798 $460K 0.02% +4,072 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,923 shares; 2025Q1: 4,051 shares; 2025Q2: 3,556 shares; 2025Q3: 3,197 shares; 2025Q4: 2,375 shares; 2026Q1: 2,314 shares 2,314 $458K 0.02% -61 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $453K 0.02% 0 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: 1,488 shares; 2024Q4: 1,409 shares; 2025Q1: 1,631 shares; 2025Q2: 1,749 shares; 2025Q3: 2,338 shares; 2025Q4: 2,521 shares; 2026Q1: 2,617 shares 2,617 $452K 0.02% +96 Timeline XBI 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: 16,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 2,093 shares; 2026Q1: 3,529 shares 3,529 $451K 0.02% +1,436 Timeline GRNY 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: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares; 2026Q1: 18,872 shares 18,872 $450K 0.02% +8,129 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 2,012 shares; 2026Q1: 3,964 shares 3,964 $446K 0.02% +1,952 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 4,492 shares; 2025Q3: 4,829 shares; 2025Q4: 5,340 shares; 2026Q1: 4,596 shares 4,596 $445K 0.02% -744 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,165 shares; 2025Q1: 2,859 shares; 2025Q2: 2,698 shares; 2025Q3: 2,658 shares; 2025Q4: 2,660 shares; 2026Q1: 2,848 shares 2,848 $443K 0.02% +188 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,780 shares; 2025Q3: 15,005 shares; 2025Q4: 18,598 shares; 2026Q1: 22,768 shares 22,768 $442K 0.02% +4,170 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,767 shares; 2026Q1: 8,947 shares 8,947 $442K 0.02% +2,180 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,017 shares; 2025Q3: 2,001 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares 1,961 $442K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,556 shares; 2024Q4: 12,825 shares; 2025Q1: 11,382 shares; 2025Q2: 25,488 shares; 2025Q3: 19,755 shares; 2025Q4: 17,425 shares; 2026Q1: 6,131 shares 6,131 $440K 0.02% -11,294 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,659 shares; 2025Q1: 4,709 shares; 2025Q2: 5,254 shares; 2025Q3: 5,244 shares; 2025Q4: 5,039 shares; 2026Q1: 4,373 shares 4,373 $440K 0.02% -666 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 9,428 shares; 2025Q1: 8,994 shares; 2025Q2: 5,967 shares; 2025Q3: 6,796 shares; 2025Q4: 9,208 shares; 2026Q1: 7,389 shares 7,389 $434K 0.02% -1,819 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,847 shares; 2025Q1: 2,657 shares; 2025Q2: 3,802 shares; 2025Q3: 3,804 shares; 2025Q4: 3,805 shares; 2026Q1: 3,854 shares 3,854 $433K 0.02% +49 Timeline FDIS 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: 2,959 shares; 2025Q4: 4,334 shares; 2026Q1: 4,638 shares 4,638 $433K 0.02% +304 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,121 shares; 2026Q1: 1,103 shares 1,103 $432K 0.02% -18 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 10,837 shares; 2025Q1: 14,009 shares; 2025Q2: 10,409 shares; 2025Q3: 11,476 shares; 2025Q4: 11,103 shares; 2026Q1: 14,838 shares 14,838 $432K 0.02% +3,735 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,157 shares; 2025Q1: 10,426 shares; 2025Q2: 9,999 shares; 2025Q3: 10,039 shares; 2025Q4: 10,005 shares; 2026Q1: 10,629 shares 10,629 $430K 0.02% +624 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 5,840 shares; 2026Q1: 5,603 shares 5,603 $429K 0.02% -237 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,183 shares 5,183 $425K 0.02% new Timeline MXI 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: 11,441 shares; 2024Q4: 12,946 shares; 2025Q1: 11,403 shares; 2025Q2: 4,497 shares; 2025Q3: 6,042 shares; 2025Q4: 4,853 shares; 2026Q1: 3,999 shares 3,999 $425K 0.02% -854 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,496 shares 57,496 $419K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 5,627 shares; 2025Q1: 4,058 shares; 2025Q2: 3,514 shares; 2025Q3: 3,579 shares; 2025Q4: 1,978 shares; 2026Q1: 1,720 shares 1,720 $418K 0.02% -258 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 13,313 shares; 2025Q1: 14,413 shares; 2025Q2: 14,278 shares; 2025Q3: 13,210 shares; 2025Q4: 11,682 shares; 2026Q1: 12,543 shares 12,543 $417K 0.02% +861 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,816 shares; 2024Q4: 13,794 shares; 2025Q1: 13,684 shares; 2025Q2: 15,518 shares; 2025Q3: 13,538 shares; 2025Q4: 8,886 shares; 2026Q1: 9,012 shares 9,012 $416K 0.02% +126 Timeline JNK 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: 9,344 shares; 2024Q4: 6,439 shares; 2025Q1: 6,470 shares; 2025Q2: 5,422 shares; 2025Q3: 4,582 shares; 2025Q4: 4,027 shares; 2026Q1: 4,326 shares 4,326 $414K 0.02% +299 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,427 shares; 2025Q3: 3,802 shares; 2025Q4: 4,385 shares; 2026Q1: 8,324 shares 8,324 $413K 0.02% +3,939 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares 486 $413K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,318 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 5,345 shares; 2026Q1: 5,437 shares 5,437 $408K 0.02% +92 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,871 shares; 2025Q1: 3,907 shares; 2025Q2: 3,865 shares; 2025Q3: 4,137 shares; 2025Q4: 3,770 shares; 2026Q1: 3,718 shares 3,718 $408K 0.02% -52 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,258 shares; 2025Q1: 3,196 shares; 2025Q2: 4,681 shares; 2025Q3: 4,597 shares; 2025Q4: 4,450 shares; 2026Q1: 4,318 shares 4,318 $406K 0.02% -132 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 11,500 shares; 2025Q2: 11,710 shares; 2025Q3: 13,118 shares; 2025Q4: 13,953 shares; 2026Q1: 13,974 shares 13,974 $403K 0.01% +21 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $402K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,074 shares; 2025Q1: 3,397 shares; 2025Q2: 2,781 shares; 2025Q3: 2,730 shares; 2025Q4: 3,405 shares; 2026Q1: 4,136 shares 4,136 $399K 0.01% +731 Timeline PCEF 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: 20,901 shares; 2024Q4: 20,895 shares; 2025Q1: 21,105 shares; 2025Q2: 20,512 shares; 2025Q3: 20,415 shares; 2025Q4: not reported; 2026Q1: 21,121 shares 21,121 $398K 0.01% new Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,524 shares; 2026Q1: 8,385 shares 8,385 $397K 0.01% +3,861 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,418 shares 51,418 $394K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 999 shares; 2025Q4: 961 shares; 2026Q1: 1,372 shares 1,372 $394K 0.01% +411 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 4,464 shares; 2025Q3: 9,087 shares; 2025Q4: 10,156 shares; 2026Q1: 7,682 shares 7,682 $392K 0.01% -2,474 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: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 661 shares; 2025Q2: 621 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 1,089 shares 1,089 $391K 0.01% +489 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: not reported; 2024Q4: 9,983 shares; 2025Q1: 9,983 shares; 2025Q2: 10,582 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares; 2026Q1: 10,582 shares 10,582 $387K 0.01% 0 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares; 2026Q1: 5,212 shares 5,212 $387K 0.01% +1,278 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: 1,334 shares; 2024Q4: 1,005 shares; 2025Q1: 1,621 shares; 2025Q2: 1,553 shares; 2025Q3: 1,622 shares; 2025Q4: 1,701 shares; 2026Q1: 861 shares 861 $383K 0.01% -840 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,391 shares; 2025Q1: not reported; 2025Q2: 6,621 shares; 2025Q3: 8,044 shares; 2025Q4: 7,762 shares; 2026Q1: 8,513 shares 8,513 $382K 0.01% +751 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: 3,784 shares; 2024Q4: 5,818 shares; 2025Q1: 5,134 shares; 2025Q2: 3,944 shares; 2025Q3: 3,802 shares; 2025Q4: 3,310 shares; 2026Q1: 3,213 shares 3,213 $381K 0.01% -97 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 793 shares; 2025Q1: 774 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $380K 0.01% 0 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,158 shares; 2025Q3: 8,140 shares; 2025Q4: 8,671 shares; 2026Q1: 9,448 shares 9,448 $379K 0.01% +777 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 14,260 shares; 2025Q4: 19,054 shares; 2026Q1: 26,005 shares 26,005 $375K 0.01% +6,951 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,875 shares; 2024Q4: 51,605 shares; 2025Q1: 34,749 shares; 2025Q2: 23,195 shares; 2025Q3: 20,030 shares; 2025Q4: 19,596 shares; 2026Q1: 16,297 shares 16,297 $375K 0.01% -3,299 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares 2,157 $373K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 5,712 shares; 2025Q4: 5,572 shares; 2026Q1: 4,804 shares 4,804 $372K 0.01% -768 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $372K 0.01% 0 Timeline ARTY 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: 7,338 shares; 2026Q1: 7,946 shares 7,946 $370K 0.01% +608 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 239 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 178 shares; 2025Q4: 174 shares; 2026Q1: 213 shares 213 $368K 0.01% +39 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 675 shares 675 $368K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 25,892 shares; 2025Q1: 16,686 shares; 2025Q2: 15,287 shares; 2025Q3: 12,406 shares; 2025Q4: 11,760 shares; 2026Q1: 33,721 shares 33,721 $367K 0.01% +21,961 Timeline PSCM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,698 shares 3,698 $366K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,317 shares; 2025Q1: 3,649 shares; 2025Q2: 3,015 shares; 2025Q3: 3,135 shares; 2025Q4: 2,827 shares; 2026Q1: 3,156 shares 3,156 $365K 0.01% +329 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,342 shares; 2026Q1: 14,518 shares 14,518 $365K 0.01% +6,176 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,761 shares; 2026Q1: 9,147 shares 9,147 $363K 0.01% -614 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: not reported; 2025Q3: 5,493 shares; 2025Q4: 5,917 shares; 2026Q1: 5,859 shares 5,859 $362K 0.01% -58 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,996 shares; 2025Q1: 5,390 shares; 2025Q2: 4,911 shares; 2025Q3: 5,156 shares; 2025Q4: 4,847 shares; 2026Q1: 4,955 shares 4,955 $361K 0.01% +108 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 38,600 shares; 2026Q1: 38,600 shares 38,600 $361K 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: 4,744 shares; 2024Q4: 4,470 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,522 shares; 2025Q4: 3,613 shares; 2026Q1: 3,612 shares 3,612 $356K 0.01% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,520 shares; 2025Q1: 8,031 shares; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 7,619 shares; 2026Q1: 7,538 shares 7,538 $354K 0.01% -81 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 4,548 shares; 2025Q1: 3,604 shares; 2025Q2: 3,846 shares; 2025Q3: 3,842 shares; 2025Q4: 3,430 shares; 2026Q1: 3,329 shares 3,329 $353K 0.01% -101 Timeline PSCH 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: 5,161 shares; 2024Q4: 6,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares 8,578 $353K 0.01% new 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: 4,729 shares; 2024Q4: 4,289 shares; 2025Q1: 5,809 shares; 2025Q2: 5,863 shares; 2025Q3: 6,069 shares; 2025Q4: 6,446 shares; 2026Q1: 6,172 shares 6,172 $352K 0.01% -274 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,892 shares; 2026Q1: 9,789 shares 9,789 $352K 0.01% +3,897 Timeline VNLA 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: 92,840 shares; 2024Q4: 21,937 shares; 2025Q1: 18,766 shares; 2025Q2: 11,774 shares; 2025Q3: 8,697 shares; 2025Q4: 7,785 shares; 2026Q1: 7,201 shares 7,201 $352K 0.01% -584 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,939 shares; 2024Q4: 154,249 shares; 2025Q1: 14,872 shares; 2025Q2: 12,937 shares; 2025Q3: 17,572 shares; 2025Q4: 11,726 shares; 2026Q1: 11,672 shares 11,672 $352K 0.01% -54 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,521 shares; 2025Q3: 4,711 shares; 2025Q4: 4,936 shares; 2026Q1: 5,048 shares 5,048 $350K 0.01% +112 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,118 shares; 2025Q1: 9,133 shares; 2025Q2: 8,628 shares; 2025Q3: 2,997 shares; 2025Q4: 3,264 shares; 2026Q1: 4,174 shares 4,174 $349K 0.01% +910 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,214 shares; 2026Q1: 14,058 shares 14,058 $347K 0.01% +4,844 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,662 shares; 2025Q1: 3,483 shares; 2025Q2: 3,461 shares; 2025Q3: 3,479 shares; 2025Q4: 3,500 shares; 2026Q1: 3,772 shares 3,772 $341K 0.01% +272 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,290 shares; 2026Q1: 3,632 shares 3,632 $341K 0.01% +1,342 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: 9,082 shares; 2024Q4: 9,052 shares; 2025Q1: 9,426 shares; 2025Q2: 9,428 shares; 2025Q3: 9,430 shares; 2025Q4: 8,960 shares; 2026Q1: 9,874 shares 9,874 $340K 0.01% +914 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,357 shares; 2025Q3: 1,354 shares; 2025Q4: 1,252 shares; 2026Q1: 1,390 shares 1,390 $339K 0.01% +138 Timeline FALN 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: 33,067 shares; 2025Q2: 41,351 shares; 2025Q3: 42,777 shares; 2025Q4: 43,199 shares; 2026Q1: 12,630 shares 12,630 $337K 0.01% -30,569 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 1,272 shares; 2025Q1: 1,273 shares; 2025Q2: 1,310 shares; 2025Q3: 1,260 shares; 2025Q4: 1,225 shares; 2026Q1: 1,224 shares 1,224 $337K 0.01% -1 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: 8,004 shares; 2024Q4: 8,332 shares; 2025Q1: 9,324 shares; 2025Q2: 9,532 shares; 2025Q3: 8,864 shares; 2025Q4: 8,201 shares; 2026Q1: 7,013 shares 7,013 $337K 0.01% -1,188 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: 706 shares; 2024Q4: 712 shares; 2025Q1: 727 shares; 2025Q2: 737 shares; 2025Q3: 719 shares; 2025Q4: 665 shares; 2026Q1: 767 shares 767 $335K 0.01% +102 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,940 shares; 2025Q2: 51,377 shares; 2025Q3: 28,091 shares; 2025Q4: 33,379 shares; 2026Q1: 4,826 shares 4,826 $334K 0.01% -28,553 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares 1,595 $332K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares; 2025Q3: 2,908 shares; 2025Q4: 2,569 shares; 2026Q1: 2,398 shares 2,398 $332K 0.01% -171 Timeline RPAR 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: 15,699 shares; 2024Q4: 15,704 shares; 2025Q1: 16,819 shares; 2025Q2: 16,150 shares; 2025Q3: 16,111 shares; 2025Q4: 16,002 shares; 2026Q1: 14,901 shares 14,901 $332K 0.01% -1,101 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: 60,110 shares; 2024Q4: 38,327 shares; 2025Q1: 38,037 shares; 2025Q2: 24,052 shares; 2025Q3: 16,705 shares; 2025Q4: 16,500 shares; 2026Q1: 20,824 shares 20,824 $331K 0.01% +4,324 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 14,731 shares; 2025Q1: 12,875 shares; 2025Q2: 13,759 shares; 2025Q3: 13,840 shares; 2025Q4: 7,846 shares; 2026Q1: 7,165 shares 7,165 $329K 0.01% -681 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 17,512 shares; 2025Q1: 9,205 shares; 2025Q2: not reported; 2025Q3: 9,241 shares; 2025Q4: 8,785 shares; 2026Q1: 8,734 shares 8,734 $326K 0.01% -51 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 6,283 shares; 2026Q1: 6,583 shares 6,583 $326K 0.01% +300 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 14,452 shares; 2025Q1: 14,586 shares; 2025Q2: 14,103 shares; 2025Q3: 14,012 shares; 2025Q4: 13,955 shares; 2026Q1: 14,380 shares 14,380 $324K 0.01% +425 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: 14,148 shares; 2024Q4: 14,203 shares; 2025Q1: 14,148 shares; 2025Q2: 14,153 shares; 2025Q3: 14,150 shares; 2025Q4: 6,889 shares; 2026Q1: 6,889 shares 6,889 $321K 0.01% 0 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: 3,631 shares; 2024Q4: 3,949 shares; 2025Q1: 3,689 shares; 2025Q2: 3,186 shares; 2025Q3: 2,993 shares; 2025Q4: 2,857 shares; 2026Q1: 2,398 shares 2,398 $318K 0.01% -459 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,981 shares; 2026Q1: 4,175 shares 4,175 $316K 0.01% -806 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,032 shares 4,032 $316K 0.01% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,414 shares; 2024Q4: 93,514 shares; 2025Q1: 86,414 shares; 2025Q2: 60,739 shares; 2025Q3: 64,914 shares; 2025Q4: 70,408 shares; 2026Q1: 68,105 shares 68,105 $316K 0.01% -2,303 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,742 shares; 2025Q1: 1,753 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,734 shares; 2026Q1: 1,794 shares 1,794 $315K 0.01% +60 Timeline PSFD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,616 shares 8,616 $315K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,933 shares; 2025Q2: 5,075 shares; 2025Q3: 4,425 shares; 2025Q4: 4,092 shares; 2026Q1: 2,860 shares 2,860 $313K 0.01% -1,232 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: not reported; 2025Q4: 6,586 shares; 2026Q1: 6,159 shares 6,159 $312K 0.01% -427 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,236 shares 6,236 $312K 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,901 shares; 2025Q1: 2,379 shares; 2025Q2: 1,953 shares; 2025Q3: 2,176 shares; 2025Q4: 1,973 shares; 2026Q1: 2,114 shares 2,114 $312K 0.01% +141 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,122 shares; 2025Q4: 5,286 shares; 2026Q1: 4,717 shares 4,717 $312K 0.01% -569 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507 $311K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,927 shares; 2026Q1: 9,552 shares 9,552 $311K 0.01% +1,625 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,089 shares; 2025Q1: 6,121 shares; 2025Q2: 6,091 shares; 2025Q3: 6,064 shares; 2025Q4: 6,268 shares; 2026Q1: 5,972 shares 5,972 $311K 0.01% -296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $310K 0.01% 0 Timeline QTEC 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: 2,623 shares; 2024Q4: 3,632 shares; 2025Q1: 3,272 shares; 2025Q2: 2,426 shares; 2025Q3: 2,055 shares; 2025Q4: 2,089 shares; 2026Q1: 1,432 shares 1,432 $309K 0.01% -657 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 15,238 shares; 2025Q1: 8,181 shares; 2025Q2: not reported; 2025Q3: 8,016 shares; 2025Q4: 7,955 shares; 2026Q1: 8,379 shares 8,379 $308K 0.01% +424 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $306K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,326 shares; 2025Q2: 10,578 shares; 2025Q3: 10,684 shares; 2025Q4: 9,446 shares; 2026Q1: 7,820 shares 7,820 $306K 0.01% -1,626 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: not reported; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 2,666 shares; 2025Q3: 2,758 shares; 2025Q4: 2,691 shares; 2026Q1: 3,382 shares 3,382 $305K 0.01% +691 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,412 shares 2,412 $305K 0.01% new Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,300 shares; 2024Q4: 73,885 shares; 2025Q1: 68,960 shares; 2025Q2: 27,866 shares; 2025Q3: 22,235 shares; 2025Q4: 16,715 shares; 2026Q1: 13,885 shares 13,885 $302K 0.01% -2,830 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 441 shares; 2025Q4: 360 shares; 2026Q1: 383 shares 383 $296K 0.01% +23 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,706 shares 20,706 $295K 0.01% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,456 shares; 2025Q3: 20,510 shares; 2025Q4: 20,759 shares; 2026Q1: 17,235 shares 17,235 $293K 0.01% -3,524 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 3,157 shares; 2025Q1: 3,108 shares; 2025Q2: 3,329 shares; 2025Q3: 5,945 shares; 2025Q4: 3,657 shares; 2026Q1: 1,166 shares 1,166 $292K 0.01% -2,491 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,268 shares; 2025Q1: 6,376 shares; 2025Q2: 6,888 shares; 2025Q3: 5,378 shares; 2025Q4: 5,168 shares; 2026Q1: 5,475 shares 5,475 $292K 0.01% +307 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,830 shares 14,830 $290K 0.01% new Timeline GRPM 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: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $289K 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: 269 shares; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $289K 0.01% 0 Timeline PSCD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,799 shares 2,799 $288K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,509 shares; 2025Q1: 1,558 shares; 2025Q2: 1,656 shares; 2025Q3: 1,559 shares; 2025Q4: 1,566 shares; 2026Q1: 1,682 shares 1,682 $287K 0.01% +116 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,400 shares; 2025Q1: 1,273 shares; 2025Q2: 1,293 shares; 2025Q3: 911 shares; 2025Q4: 848 shares; 2026Q1: 798 shares 798 $287K 0.01% -50 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,184 shares; 2024Q4: 12,942 shares; 2025Q1: 4,625 shares; 2025Q2: 3,027 shares; 2025Q3: 3,095 shares; 2025Q4: 2,836 shares; 2026Q1: 2,769 shares 2,769 $286K 0.01% -67 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,844 shares; 2025Q3: 16,818 shares; 2025Q4: 16,163 shares; 2026Q1: 16,509 shares 16,509 $286K 0.01% +346 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,373 shares; 2025Q1: 4,121 shares; 2025Q2: 4,028 shares; 2025Q3: 4,033 shares; 2025Q4: 3,993 shares; 2026Q1: 3,998 shares 3,998 $285K 0.01% +5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,891 shares; 2025Q1: 1,765 shares; 2025Q2: 1,733 shares; 2025Q3: 1,710 shares; 2025Q4: 1,793 shares; 2026Q1: 1,808 shares 1,808 $284K 0.01% +15 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: not reported; 2025Q3: 5,448 shares; 2025Q4: 7,007 shares; 2026Q1: 4,383 shares 4,383 $284K 0.01% -2,624 Timeline DFAC 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: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 7,291 shares; 2026Q1: 7,293 shares 7,293 $283K 0.01% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,650 shares; 2025Q4: not reported; 2026Q1: 5,337 shares 5,337 $282K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,938 shares; 2025Q2: 5,396 shares; 2025Q3: 6,360 shares; 2025Q4: 4,935 shares; 2026Q1: 4,324 shares 4,324 $281K 0.01% -611 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 2,304 shares; 2025Q4: 2,692 shares; 2026Q1: 2,329 shares 2,329 $281K 0.01% -363 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 2,028 shares; 2025Q1: 1,845 shares; 2025Q2: 1,869 shares; 2025Q3: 2,041 shares; 2025Q4: 1,516 shares; 2026Q1: 1,619 shares 1,619 $281K 0.01% +103 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,991 shares; 2024Q4: 39,265 shares; 2025Q1: 35,408 shares; 2025Q2: 33,808 shares; 2025Q3: 27,968 shares; 2025Q4: 15,676 shares; 2026Q1: 6,103 shares 6,103 $280K 0.01% -9,573 Timeline PSCU INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,651 shares 4,651 $280K 0.01% new Timeline TIP 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: 4,894 shares; 2024Q4: 3,240 shares; 2025Q1: 3,181 shares; 2025Q2: 3,152 shares; 2025Q3: 3,346 shares; 2025Q4: 2,541 shares; 2026Q1: 2,531 shares 2,531 $279K 0.01% -10 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,075 shares; 2025Q3: 7,579 shares; 2025Q4: 7,544 shares; 2026Q1: 7,159 shares 7,159 $279K 0.01% -385 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,483 shares; 2025Q1: 2,343 shares; 2025Q2: 1,694 shares; 2025Q3: 1,869 shares; 2025Q4: 1,809 shares; 2026Q1: 1,424 shares 1,424 $278K 0.01% -385 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,195 shares; 2025Q3: 8,800 shares; 2025Q4: 8,660 shares; 2026Q1: 8,198 shares 8,198 $278K 0.01% -462 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 2,661 shares; 2026Q1: 2,489 shares 2,489 $277K 0.01% -172 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: 5,170 shares; 2024Q4: 5,352 shares; 2025Q1: 5,282 shares; 2025Q2: 5,283 shares; 2025Q3: 5,285 shares; 2025Q4: 5,289 shares; 2026Q1: 5,449 shares 5,449 $276K 0.01% +160 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,059 shares 6,059 $276K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares; 2026Q1: 4,205 shares 4,205 $275K 0.01% +800 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: 1,769 shares; 2024Q4: 1,553 shares; 2025Q1: 1,403 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $275K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,474 shares; 2024Q4: 56,474 shares; 2025Q1: 56,474 shares; 2025Q2: 56,474 shares; 2025Q3: 56,474 shares; 2025Q4: 56,474 shares; 2026Q1: 56,474 shares 56,474 $275K 0.01% 0 Timeline FELG 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: not reported; 2025Q4: not reported; 2026Q1: 7,323 shares 7,323 $275K 0.01% new Timeline URA 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: 16,363 shares; 2024Q4: 16,248 shares; 2025Q1: 14,924 shares; 2025Q2: not reported; 2025Q3: 4,314 shares; 2025Q4: 5,278 shares; 2026Q1: 5,666 shares 5,666 $274K 0.01% +388 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 14,993 shares; 2025Q1: 16,343 shares; 2025Q2: 18,343 shares; 2025Q3: 28,243 shares; 2025Q4: 28,742 shares; 2026Q1: 29,242 shares 29,242 $274K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,928 shares; 2025Q4: 2,916 shares; 2026Q1: 2,516 shares 2,516 $272K 0.01% -400 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 3,150 shares; 2025Q1: 1,612 shares; 2025Q2: 1,238 shares; 2025Q3: 1,182 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $272K 0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,552 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $270K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,564 shares; 2025Q3: 3,471 shares; 2025Q4: 3,325 shares; 2026Q1: 3,275 shares 3,275 $268K 0.01% -50 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,991 shares 22,991 $267K 0.01% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,177 shares 15,177 $266K 0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,651 shares; 2025Q3: 11,150 shares; 2025Q4: 12,668 shares; 2026Q1: 15,501 shares 15,501 $266K 0.01% +2,833 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: 4,732 shares; 2024Q4: 2,711 shares; 2025Q1: 1,842 shares; 2025Q2: 1,653 shares; 2025Q3: 1,588 shares; 2025Q4: 1,618 shares; 2026Q1: 1,476 shares 1,476 $266K 0.01% -142 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: not reported; 2024Q4: 7,032 shares; 2025Q1: 13,300 shares; 2025Q2: 4,558 shares; 2025Q3: 2,198 shares; 2025Q4: 1,091 shares; 2026Q1: 1,264 shares 1,264 $266K 0.01% +173 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares 6,600 $265K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,717 shares; 2025Q1: 3,885 shares; 2025Q2: 3,237 shares; 2025Q3: 3,803 shares; 2025Q4: 2,963 shares; 2026Q1: 3,427 shares 3,427 $265K 0.01% +464 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,372 shares; 2025Q4: 2,449 shares; 2026Q1: 2,009 shares 2,009 $263K 0.01% -440 Timeline IBTM 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: 12,456 shares; 2025Q4: 10,814 shares; 2026Q1: 11,464 shares 11,464 $263K 0.01% +650 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,451 shares; 2025Q4: 13,896 shares; 2026Q1: 16,537 shares 16,537 $262K 0.01% +2,641 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 669 shares; 2025Q3: 775 shares; 2025Q4: 746 shares; 2026Q1: 893 shares 893 $262K 0.01% +147 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,177 shares 2,177 $261K 0.01% new Timeline SCHF 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: 4,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,348 shares; 2025Q4: 9,667 shares; 2026Q1: 10,524 shares 10,524 $260K 0.01% +857 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,976 shares; 2025Q4: not reported; 2026Q1: 3,698 shares 3,698 $260K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 866 shares; 2025Q3: 1,012 shares; 2025Q4: 960 shares; 2026Q1: 892 shares 892 $260K 0.01% -68 Timeline GSC 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: 4,750 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares 4,760 $260K 0.01% 0 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,116 shares; 2024Q4: 17,628 shares; 2025Q1: 9,873 shares; 2025Q2: not reported; 2025Q3: 9,794 shares; 2025Q4: 9,122 shares; 2026Q1: 9,635 shares 9,635 $259K 0.01% +513 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,359 shares; 2024Q4: 22,838 shares; 2025Q1: 14,450 shares; 2025Q2: 12,924 shares; 2025Q3: 12,215 shares; 2025Q4: 7,619 shares; 2026Q1: 8,094 shares 8,094 $259K 0.01% +475 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: not reported; 2025Q1: 2,038 shares; 2025Q2: 2,044 shares; 2025Q3: 2,442 shares; 2025Q4: 2,640 shares; 2026Q1: 2,284 shares 2,284 $259K 0.01% -356 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,369 shares; 2025Q2: 1,219 shares; 2025Q3: 1,305 shares; 2025Q4: 1,296 shares; 2026Q1: 1,302 shares 1,302 $258K 0.01% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,727 shares; 2025Q4: 1,886 shares; 2026Q1: 1,706 shares 1,706 $257K 0.01% -180 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 5,073 shares; 2026Q1: 5,116 shares 5,116 $256K 0.01% +43 Timeline UMI USCF ETF TR More: the full row for USCF 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: 4,374 shares 4,374 $256K 0.01% new Timeline DSI 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: 2,069 shares; 2024Q4: 2,074 shares; 2025Q1: 2,079 shares; 2025Q2: 2,082 shares; 2025Q3: 2,086 shares; 2025Q4: 2,090 shares; 2026Q1: 2,094 shares 2,094 $254K 0.01% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,687 shares; 2026Q1: 4,092 shares 4,092 $253K 0.01% -595 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 6,008 shares; 2025Q1: 5,957 shares; 2025Q2: 5,897 shares; 2025Q3: 5,772 shares; 2025Q4: 4,426 shares; 2026Q1: 1,825 shares 1,825 $251K 0.01% -2,601 Timeline IYY 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: 1,780 shares; 2024Q4: 1,695 shares; 2025Q1: 1,645 shares; 2025Q2: 1,681 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,574 shares 1,574 $249K 0.01% +3 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,751 shares 1,751 $249K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $248K 0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,500 shares 11,500 $247K 0.01% new Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $247K 0.01% new Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,900 shares; 2025Q1: 16,972 shares; 2025Q2: 16,819 shares; 2025Q3: 13,557 shares; 2025Q4: 12,107 shares; 2026Q1: 12,037 shares 12,037 $247K 0.01% -70 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,127 shares; 2024Q4: 6,864 shares; 2025Q1: 5,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,871 shares 5,871 $245K 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,208 shares 3,208 $242K 0.01% new 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: 4,929 shares; 2024Q4: 5,039 shares; 2025Q1: 5,202 shares; 2025Q2: 5,779 shares; 2025Q3: 2,312 shares; 2025Q4: 2,306 shares; 2026Q1: 2,182 shares 2,182 $241K 0.01% -124 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: 1,922 shares; 2025Q3: 1,920 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $240K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 2,447 shares; 2026Q1: 1,336 shares 1,336 $240K 0.01% -1,111 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares; 2026Q1: 8,731 shares 8,731 $240K 0.01% +324 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,076 shares 2,076 $240K 0.01% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,965 shares; 2025Q2: 3,699 shares; 2025Q3: 3,124 shares; 2025Q4: 2,682 shares; 2026Q1: 2,525 shares 2,525 $239K 0.01% -157 Timeline IWY 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: 1,324 shares; 2024Q4: 1,317 shares; 2025Q1: 1,044 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 942 shares; 2026Q1: 961 shares 961 $239K 0.01% +19 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,076 shares; 2024Q4: 25,168 shares; 2025Q1: 6,190 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares; 2026Q1: 3,159 shares 3,159 $238K 0.01% +222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,021 shares 4,021 $238K 0.01% new Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,313 shares; 2024Q4: 18,409 shares; 2025Q1: 20,457 shares; 2025Q2: 19,325 shares; 2025Q3: 19,570 shares; 2025Q4: not reported; 2026Q1: 20,278 shares 20,278 $237K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $236K 0.01% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 18,043 shares 18,043 $236K 0.01% +7,543 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: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $233K 0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,745 shares 6,745 $233K 0.01% new 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: 12,461 shares; 2024Q4: 12,522 shares; 2025Q1: 10,124 shares; 2025Q2: 10,760 shares; 2025Q3: 12,484 shares; 2025Q4: 12,702 shares; 2026Q1: 12,303 shares 12,303 $233K 0.01% -399 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $231K 0.01% new Timeline IGM 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: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,960 shares; 2026Q1: 1,950 shares 1,950 $231K 0.01% -10 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,713 shares 6,713 $231K 0.01% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 13,896 shares; 2025Q1: 11,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,071 shares 18,071 $231K 0.01% new Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,407 shares 2,407 $230K 0.01% new Timeline GPIQ 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: not reported; 2026Q1: 4,602 shares 4,602 $228K 0.01% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares 4,894 $227K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 859 shares; 2025Q1: 1,502 shares; 2025Q2: 1,487 shares; 2025Q3: 1,489 shares; 2025Q4: 1,425 shares; 2026Q1: 477 shares 477 $226K 0.01% -948 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,894 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,599 shares 2,599 $224K 0.01% new Timeline TLTD 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: 4,514 shares; 2024Q4: 4,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,339 shares; 2026Q1: 2,376 shares 2,376 $223K 0.01% +37 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares; 2026Q1: 2,357 shares 2,357 $222K 0.01% +62 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: not reported; 2024Q4: 26,015 shares; 2025Q1: 31,815 shares; 2025Q2: 49,765 shares; 2025Q3: 59,529 shares; 2025Q4: 68,504 shares; 2026Q1: 72,381 shares 72,381 $222K 0.01% +3,877 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 101 shares 101 $222K 0.01% +1 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,372 shares; 2025Q3: 4,305 shares; 2025Q4: 4,377 shares; 2026Q1: 3,159 shares 3,159 $221K 0.01% -1,218 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 4,365 shares 4,365 $221K 0.01% +85 Timeline USHY 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: 23,346 shares; 2025Q1: 23,408 shares; 2025Q2: 24,003 shares; 2025Q3: 16,312 shares; 2025Q4: 6,520 shares; 2026Q1: 5,994 shares 5,994 $221K 0.01% -526 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,832 shares 10,832 $221K 0.01% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,462 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares 4,332 $219K 0.01% 0 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: not reported; 2025Q2: 7,964 shares; 2025Q3: 7,994 shares; 2025Q4: 8,023 shares; 2026Q1: 8,055 shares 8,055 $217K 0.01% +32 Timeline PSCE 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: 6,226 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,556 shares 3,556 $217K 0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,888 shares 1,888 $217K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 709 shares; 2026Q1: 688 shares 688 $216K 0.01% -21 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 10,983 shares; 2025Q1: 10,795 shares; 2025Q2: 9,149 shares; 2025Q3: 5,896 shares; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $216K 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: 8,935 shares; 2024Q4: 8,360 shares; 2025Q1: 9,230 shares; 2025Q2: 9,597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,140 shares 6,140 $216K 0.01% new Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,648 shares; 2025Q2: 4,648 shares; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares 4,648 $215K 0.01% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,585 shares 3,585 $215K 0.01% new 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: 2,850 shares; 2024Q4: 3,822 shares; 2025Q1: 2,929 shares; 2025Q2: 2,823 shares; 2025Q3: 2,715 shares; 2025Q4: 3,142 shares; 2026Q1: 2,646 shares 2,646 $214K 0.01% -496 Timeline CRWG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,000 shares 90,000 $213K 0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 17,498 shares; 2025Q1: 15,625 shares; 2025Q2: 16,725 shares; 2025Q3: 15,012 shares; 2025Q4: 11,134 shares; 2026Q1: 8,324 shares 8,324 $213K 0.01% -2,810 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,803 shares; 2026Q1: 4,698 shares 4,698 $212K 0.01% -105 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,832 shares 5,832 $212K 0.01% new Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $209K 0.01% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 9,667 shares; 2025Q1: 9,558 shares; 2025Q2: 8,827 shares; 2025Q3: 8,629 shares; 2025Q4: 8,642 shares; 2026Q1: 4,117 shares 4,117 $209K 0.01% -4,525 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,363 shares; 2025Q2: 1,261 shares; 2025Q3: 1,153 shares; 2025Q4: not reported; 2026Q1: 996 shares 996 $207K 0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,567 shares; 2025Q1: not reported; 2025Q2: 5,344 shares; 2025Q3: 5,232 shares; 2025Q4: 5,695 shares; 2026Q1: 5,251 shares 5,251 $206K 0.01% -444 Timeline BSCV 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: 14,625 shares; 2024Q4: 14,801 shares; 2025Q1: 14,059 shares; 2025Q2: 14,420 shares; 2025Q3: 14,441 shares; 2025Q4: 14,606 shares; 2026Q1: 12,513 shares 12,513 $206K 0.01% -2,093 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,048 shares; 2025Q4: not reported; 2026Q1: 4,263 shares 4,263 $206K 0.01% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,300 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 7,050 shares 7,050 $205K 0.01% -3,000 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,177 shares 4,177 $204K 0.01% new Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 11,950 shares; 2025Q3: not reported; 2025Q4: 9,708 shares; 2026Q1: 9,716 shares 9,716 $201K 0.01% +8 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $200K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares; 2026Q1: 5,345 shares 5,345 $200K 0.01% +20 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 11,555 shares; 2025Q4: 11,974 shares; 2026Q1: 12,612 shares 12,612 $197K 0.01% +638 Timeline SPSK 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: 10,369 shares; 2024Q4: 10,383 shares; 2025Q1: 10,940 shares; 2025Q2: 10,481 shares; 2025Q3: 10,504 shares; 2025Q4: 10,462 shares; 2026Q1: 10,940 shares 10,940 $196K 0.01% +478 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,636 shares 10,636 $195K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,038 shares; 2024Q4: 31,587 shares; 2025Q1: 22,190 shares; 2025Q2: 21,744 shares; 2025Q3: 20,273 shares; 2025Q4: 22,146 shares; 2026Q1: 16,836 shares 16,836 $194K 0.01% -5,310 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,000 shares 10,000 $188K 0.01% -700 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 19,581 shares 19,581 $177K 0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,115 shares; 2024Q4: 185,815 shares; 2025Q1: 172,415 shares; 2025Q2: 139,415 shares; 2025Q3: 115,910 shares; 2025Q4: 32,310 shares; 2026Q1: 30,860 shares 30,860 $160K 0.01% -1,450 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: 48,281 shares; 2024Q4: 54,340 shares; 2025Q1: 46,185 shares; 2025Q2: 39,996 shares; 2025Q3: 53,759 shares; 2025Q4: 20,870 shares; 2026Q1: 19,430 shares 19,430 $159K 0.01% -1,440 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,844 shares; 2024Q4: 13,903 shares; 2025Q1: 13,961 shares; 2025Q2: 14,024 shares; 2025Q3: 14,087 shares; 2025Q4: 14,154 shares; 2026Q1: 14,212 shares 14,212 $149K 0.01% +58 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 16,880 shares; 2025Q1: 16,880 shares; 2025Q2: 16,880 shares; 2025Q3: 16,880 shares; 2025Q4: 16,780 shares; 2026Q1: 16,780 shares 16,780 $145K 0.01% 0 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS 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: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $142K 0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,000 shares; 2025Q3: 16,135 shares; 2025Q4: 12,649 shares; 2026Q1: 51,810 shares 51,810 $130K <0.01% +39,161 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,558 shares 11,558 $127K <0.01% new Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 29,981 shares; 2025Q1: 36,854 shares; 2025Q2: 32,854 shares; 2025Q3: 28,571 shares; 2025Q4: 29,071 shares; 2026Q1: 26,571 shares 26,571 $125K <0.01% -2,500 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 10,457 shares; 2025Q1: 10,957 shares; 2025Q2: 10,031 shares; 2025Q3: 10,031 shares; 2025Q4: 10,031 shares; 2026Q1: 10,031 shares 10,031 $116K <0.01% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,365 shares 10,365 $108K <0.01% new Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,200 shares 13,200 $96.1K <0.01% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,270 shares; 2025Q3: 29,323 shares; 2025Q4: not reported; 2026Q1: 16,944 shares 16,944 $93.7K <0.01% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,536 shares; 2024Q4: 11,240 shares; 2025Q1: 11,240 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares 11,090 $90.6K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,550 shares; 2024Q4: 253,050 shares; 2025Q1: 122,300 shares; 2025Q2: 121,700 shares; 2025Q3: 233,400 shares; 2025Q4: 137,825 shares; 2026Q1: 42,075 shares 42,075 $82K <0.01% -95,750 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,513 shares; 2025Q1: 14,513 shares; 2025Q2: 14,513 shares; 2025Q3: 14,513 shares; 2025Q4: 14,413 shares; 2026Q1: 14,413 shares 14,413 $78K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 11,431 shares; 2025Q1: 11,431 shares; 2025Q2: 11,731 shares; 2025Q3: 13,231 shares; 2025Q4: 11,193 shares; 2026Q1: 11,193 shares 11,193 $67.5K <0.01% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 24,650 shares; 2025Q1: 24,650 shares; 2025Q2: 24,650 shares; 2025Q3: 24,650 shares; 2025Q4: 23,900 shares; 2026Q1: 23,900 shares 23,900 $66.7K <0.01% 0 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,293 shares; 2026Q1: 10,293 shares 10,293 $50.6K <0.01% 0 Timeline CAN CANAAN INC More: the full row for CANAAN 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: 144,750 shares; 2026Q1: 107,250 shares 107,250 $46.3K <0.01% -37,500 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $23.3K <0.01% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $21.1K <0.01% 0 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 13,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $8.81K <0.01% 0 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 14,170 shares; 2026Q1: 24,955 shares 24,955 $8.2K <0.01% +10,785 Timeline