FPWR 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,451 shares 2,451 $91.5K <0.01% new Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $91.5K <0.01% 0 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 8,084 shares; 2025Q1: 8,036 shares; 2025Q2: 4,615 shares; 2025Q3: 4,724 shares; 2025Q4: 4,742 shares; 2026Q1: 3,975 shares 3,975 $91.2K <0.01% -767 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 1,430 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 1,315 shares 1,315 $91.1K <0.01% +382 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 37 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 63 shares; 2026Q1: 174 shares 174 $91.1K <0.01% +111 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 10,011 shares; 2025Q1: 10,011 shares; 2025Q2: 10,011 shares; 2025Q3: 10,011 shares; 2025Q4: 10,011 shares; 2026Q1: 8,161 shares 8,161 $91.1K <0.01% -1,850 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,492 shares; 2025Q4: 3,856 shares; 2026Q1: 4,456 shares 4,456 $90.9K <0.01% +600 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 748 shares; 2026Q1: 5,412 shares 5,412 $90.5K <0.01% +4,664 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: not reported; 2025Q4: 7,227 shares; 2026Q1: 7,227 shares 7,227 $90.5K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 69 shares; 2026Q1: 717 shares 717 $90.4K <0.01% +648 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 6,295 shares; 2025Q1: 6,295 shares; 2025Q2: 6,295 shares; 2025Q3: 6,295 shares; 2025Q4: 6,295 shares; 2026Q1: 6,295 shares 6,295 $90.4K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 26 shares 26 $90.4K <0.01% +9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 89 shares; 2025Q1: 92 shares; 2025Q2: 1,210 shares; 2025Q3: 216 shares; 2025Q4: 1,221 shares; 2026Q1: 1,377 shares 1,377 $89.9K <0.01% +156 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 3,095 shares 3,095 $89.8K <0.01% -1,365 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: 2,580 shares; 2024Q4: 2,426 shares; 2025Q1: 2,482 shares; 2025Q2: 4,538 shares; 2025Q3: 4,595 shares; 2025Q4: 8,965 shares; 2026Q1: 16,581 shares 16,581 $89.7K <0.01% +7,616 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 1,656 shares 1,656 $89.4K <0.01% +1,054 Timeline JHDV JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 2,230 shares 2,230 $89.4K <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 398 shares; 2025Q1: 422 shares; 2025Q2: 454 shares; 2025Q3: 428 shares; 2025Q4: 682 shares; 2026Q1: 818 shares 818 $89.2K <0.01% +136 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,643 shares; 2025Q1: 2,935 shares; 2025Q2: 2,997 shares; 2025Q3: 2,669 shares; 2025Q4: 2,756 shares; 2026Q1: 1,737 shares 1,737 $89K <0.01% -1,019 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,540 shares; 2025Q1: 2,557 shares; 2025Q2: 3,065 shares; 2025Q3: 3,038 shares; 2025Q4: 2,488 shares; 2026Q1: 3,895 shares 3,895 $88.8K <0.01% +1,407 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 24 shares; 2025Q1: 2 shares; 2025Q2: 26 shares; 2025Q3: 183 shares; 2025Q4: 336 shares; 2026Q1: 1,074 shares 1,074 $88.7K <0.01% +738 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 545 shares; 2025Q1: 911 shares; 2025Q2: 1,165 shares; 2025Q3: 1,197 shares; 2025Q4: 1,283 shares; 2026Q1: 1,346 shares 1,346 $88.6K <0.01% +63 Timeline SOXQ 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: 301 shares; 2024Q4: 968 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 1,483 shares 1,483 $88.6K <0.01% +796 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 489 shares; 2025Q1: 507 shares; 2025Q2: 432 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 1,385 shares 1,385 $88.6K <0.01% +922 Timeline QQXT 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 906 shares 906 $88.4K <0.01% +806 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,841 shares 1,841 $88.2K <0.01% new Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,955 shares; 2025Q3: 3,570 shares; 2025Q4: 3,059 shares; 2026Q1: 3,059 shares 3,059 $87.8K <0.01% 0 Timeline PRN 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: 595 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $87.5K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 660 shares; 2025Q1: 686 shares; 2025Q2: 703 shares; 2025Q3: 660 shares; 2025Q4: 463 shares; 2026Q1: 530 shares 530 $87.5K <0.01% +67 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 22 shares; 2025Q3: 244 shares; 2025Q4: 616 shares; 2026Q1: 1,352 shares 1,352 $87.4K <0.01% +736 Timeline FTMN 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: 10,005 shares 10,005 $87.3K <0.01% new Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,100 shares; 2025Q2: 1,613 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 3,787 shares 3,787 $87.3K <0.01% +1,390 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,015 shares; 2026Q1: 3,400 shares 3,400 $87.3K <0.01% +2,385 Timeline IBMS 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: 995 shares; 2025Q4: 1,003 shares; 2026Q1: 3,373 shares 3,373 $87.1K <0.01% +2,370 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 485 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 557 shares; 2026Q1: 536 shares 536 $87.1K <0.01% -21 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 8,179 shares; 2026Q1: 8,229 shares 8,229 $87.1K <0.01% +50 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 1,553 shares; 2025Q1: 2,648 shares; 2025Q2: 2,848 shares; 2025Q3: 1,934 shares; 2025Q4: 1,951 shares; 2026Q1: 2,451 shares 2,451 $87K <0.01% +500 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 4 shares; 2026Q1: 46 shares 46 $87K <0.01% +42 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $87K <0.01% new Timeline TDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares; 2026Q1: 3,569 shares 3,569 $86.9K <0.01% +420 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 71 shares; 2025Q1: 5,074 shares; 2025Q2: 5,076 shares; 2025Q3: 5,071 shares; 2025Q4: 5,571 shares; 2026Q1: 10,805 shares 10,805 $86.9K <0.01% +5,234 Timeline DDTJ 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: 4,675 shares 4,675 $86.8K <0.01% new Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,077 shares; 2025Q4: 1,147 shares; 2026Q1: 3,290 shares 3,290 $86.6K <0.01% +2,143 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG 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: 582 shares 582 $86.4K <0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 24 shares; 2025Q1: 72 shares; 2025Q2: 89 shares; 2025Q3: 85 shares; 2025Q4: 37 shares; 2026Q1: 186 shares 186 $86.3K <0.01% +149 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 1,153 shares 1,153 $86.1K <0.01% new Timeline CBTO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 4,287 shares 4,287 $86K <0.01% +3,515 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,528 shares; 2025Q1: 1,586 shares; 2025Q2: 1,592 shares; 2025Q3: 1,600 shares; 2025Q4: 792 shares; 2026Q1: 1,152 shares 1,152 $85.8K <0.01% +360 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,806 shares; 2025Q4: 5,871 shares; 2026Q1: 2,119 shares 2,119 $85.8K <0.01% -3,752 Timeline HYGV 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: 1,729 shares; 2024Q4: 2,203 shares; 2025Q1: 2,206 shares; 2025Q2: 17,260 shares; 2025Q3: 22,281 shares; 2025Q4: 20,523 shares; 2026Q1: 2,140 shares 2,140 $85.7K <0.01% -18,383 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 901 shares; 2025Q4: 3,693 shares; 2026Q1: 4,736 shares 4,736 $85.3K <0.01% +1,043 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,911 shares; 2025Q2: 1,982 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,708 shares 1,708 $85.3K <0.01% +85 Timeline LQDB 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: 400 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $85K <0.01% 0 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $84.9K <0.01% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,079 shares; 2025Q1: 5,284 shares; 2025Q2: 5,328 shares; 2025Q3: 3,217 shares; 2025Q4: 3,530 shares; 2026Q1: 4,479 shares 4,479 $84.8K <0.01% +949 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $84.7K <0.01% 0 Timeline DFGX 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: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 108 shares; 2026Q1: 1,608 shares 1,608 $84.3K <0.01% +1,500 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 250 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 100 shares; 2026Q1: 756 shares 756 $84.2K <0.01% +656 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 129 shares; 2025Q3: 2,981 shares; 2025Q4: 3,137 shares; 2026Q1: 1,859 shares 1,859 $84.1K <0.01% -1,278 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: 174 shares; 2024Q4: 725 shares; 2025Q1: 563 shares; 2025Q2: 3,907 shares; 2025Q3: 15,599 shares; 2025Q4: 14,438 shares; 2026Q1: 866 shares 866 $83.9K <0.01% -13,572 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,846 shares; 2025Q1: 2,282 shares; 2025Q2: 4,426 shares; 2025Q3: 4,551 shares; 2025Q4: 1,784 shares; 2026Q1: 2,034 shares 2,034 $83.9K <0.01% +250 Timeline IDUB 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: not reported; 2026Q1: 3,402 shares 3,402 $83.9K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 3,943 shares 3,943 $83.4K <0.01% +2,570 Timeline IXC 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: 1,635 shares; 2024Q4: 1,670 shares; 2025Q1: 1,637 shares; 2025Q2: 1,627 shares; 2025Q3: 1,346 shares; 2025Q4: 1,342 shares; 2026Q1: 1,445 shares 1,445 $83.3K <0.01% +103 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares 2,451 $82.8K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,876 shares; 2025Q1: 4,001 shares; 2025Q2: 3,934 shares; 2025Q3: 2,696 shares; 2025Q4: 2,101 shares; 2026Q1: 1,951 shares 1,951 $82.8K <0.01% -150 Timeline EWY 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 246 shares; 2025Q3: 279 shares; 2025Q4: 520 shares; 2026Q1: 672 shares 672 $82.7K <0.01% +152 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,111 shares; 2026Q1: 1,115 shares 1,115 $82.2K <0.01% +4 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $81.8K <0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 6,409 shares; 2025Q1: 6,409 shares; 2025Q2: 6,409 shares; 2025Q3: 6,782 shares; 2025Q4: 6,409 shares; 2026Q1: 7,257 shares 7,257 $81.6K <0.01% +848 Timeline ZMAR 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: 40,017 shares; 2025Q2: 40,553 shares; 2025Q3: 39,055 shares; 2025Q4: 1,508 shares; 2026Q1: 2,955 shares 2,955 $81.5K <0.01% +1,447 Timeline PEZ 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: 492 shares; 2025Q1: 442 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 842 shares 842 $81.2K <0.01% -450 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 947 shares 947 $80.9K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 33 shares; 2025Q1: 32 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 67 shares; 2026Q1: 137 shares 137 $80.7K <0.01% +70 Timeline IIGD 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: 4,540 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 3,270 shares 3,270 $80.4K <0.01% +605 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,987 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares; 2026Q1: 3,248 shares 3,248 $79.7K <0.01% +111 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 34 shares; 2025Q1: 41 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 75 shares; 2026Q1: 68 shares 68 $79.7K <0.01% -7 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 851 shares; 2025Q1: 866 shares; 2025Q2: 881 shares; 2025Q3: 896 shares; 2025Q4: 911 shares; 2026Q1: 3,961 shares 3,961 $79.5K <0.01% +3,050 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,195 shares; 2025Q1: 666 shares; 2025Q2: 939 shares; 2025Q3: 666 shares; 2025Q4: 807 shares; 2026Q1: 859 shares 859 $79.5K <0.01% +52 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 460 shares; 2025Q1: 157 shares; 2025Q2: 386 shares; 2025Q3: 2,281 shares; 2025Q4: 2,431 shares; 2026Q1: 2,768 shares 2,768 $79.2K <0.01% +337 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $79.2K <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 281 shares; 2025Q1: 142 shares; 2025Q2: 208 shares; 2025Q3: 216 shares; 2025Q4: 173 shares; 2026Q1: 251 shares 251 $79.1K <0.01% +78 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,030 shares; 2025Q1: 1,330 shares; 2025Q2: 1,300 shares; 2025Q3: 1,309 shares; 2025Q4: 1,300 shares; 2026Q1: 1,342 shares 1,342 $79.1K <0.01% +42 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,317 shares; 2025Q1: 7,317 shares; 2025Q2: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 6,899 shares 6,899 $78.9K <0.01% -418 Timeline BUFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $78.8K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,574 shares; 2025Q3: 1,888 shares; 2025Q4: 1,622 shares; 2026Q1: 1,743 shares 1,743 $78.5K <0.01% +121 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,618 shares; 2026Q1: 5,618 shares 5,618 $78.4K <0.01% 0 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 2,107 shares; 2026Q1: 2,757 shares 2,757 $78K <0.01% +650 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,176 shares; 2025Q1: 1,202 shares; 2025Q2: 1,022 shares; 2025Q3: 931 shares; 2025Q4: 855 shares; 2026Q1: 644 shares 644 $77.9K <0.01% -211 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,014 shares; 2025Q1: 1,154 shares; 2025Q2: 1,401 shares; 2025Q3: 1,309 shares; 2025Q4: 1,321 shares; 2026Q1: 1,445 shares 1,445 $77.9K <0.01% +124 Timeline AFDM 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: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $77.7K <0.01% 0 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: 42 shares; 2025Q3: 178 shares; 2025Q4: 230 shares; 2026Q1: 643 shares 643 $77.7K <0.01% +413 Timeline STCE 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 1,491 shares 1,491 $77.5K <0.01% +1,386 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: 310 shares; 2024Q4: 313 shares; 2025Q1: 304 shares; 2025Q2: 330 shares; 2025Q3: 313 shares; 2025Q4: 310 shares; 2026Q1: 396 shares 396 $77.4K <0.01% +86 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 361 shares; 2025Q2: 435 shares; 2025Q3: 477 shares; 2025Q4: 319 shares; 2026Q1: 547 shares 547 $77.3K <0.01% +228 Timeline PAMC 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: 23,446 shares; 2024Q4: 24,471 shares; 2025Q1: 42,310 shares; 2025Q2: 9,003 shares; 2025Q3: 7,871 shares; 2025Q4: 2,486 shares; 2026Q1: 1,614 shares 1,614 $77.2K <0.01% -872 Timeline PTIN 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: 2,905 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,525 shares; 2025Q3: 2,275 shares; 2025Q4: 1,975 shares; 2026Q1: 2,375 shares 2,375 $77.2K <0.01% +400 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 1,930 shares; 2025Q1: 1,984 shares; 2025Q2: 827 shares; 2025Q3: 872 shares; 2025Q4: 1,573 shares; 2026Q1: 4,911 shares 4,911 $77.2K <0.01% +3,338 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 961 shares; 2026Q1: 2,318 shares 2,318 $77.2K <0.01% +1,357 Timeline AVSF 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: 1,649 shares 1,649 $77.2K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 464 shares; 2025Q1: 477 shares; 2025Q2: 315 shares; 2025Q3: 320 shares; 2025Q4: 313 shares; 2026Q1: 506 shares 506 $77.2K <0.01% +193 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 2,327 shares 2,327 $76.9K <0.01% +1,902 Timeline XSLV 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: 56,524 shares; 2024Q4: 55,058 shares; 2025Q1: 57,429 shares; 2025Q2: 58,431 shares; 2025Q3: 59,170 shares; 2025Q4: 658 shares; 2026Q1: 1,625 shares 1,625 $76.7K <0.01% +967 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 460 shares; 2025Q1: 461 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 432 shares; 2026Q1: 1,328 shares 1,328 $76.5K <0.01% +896 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 413 shares; 2025Q1: 220 shares; 2025Q2: 240 shares; 2025Q3: 413 shares; 2025Q4: 397 shares; 2026Q1: 374 shares 374 $76.4K <0.01% -23 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 943 shares; 2025Q2: 1,163 shares; 2025Q3: 1,210 shares; 2025Q4: 1,418 shares; 2026Q1: 1,675 shares 1,675 $76.1K <0.01% +257 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 80 shares; 2025Q1: 77 shares; 2025Q2: 98 shares; 2025Q3: 120 shares; 2025Q4: 136 shares; 2026Q1: 135 shares 135 $76K <0.01% -1 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,659 shares 23,659 $75.9K <0.01% new Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $75.4K <0.01% 0 Timeline BAMO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 2,369 shares 2,369 $75.3K <0.01% +1,911 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,414 shares; 2025Q1: 1,593 shares; 2025Q2: 2,039 shares; 2025Q3: 2,050 shares; 2025Q4: 1,802 shares; 2026Q1: 2,439 shares 2,439 $74.9K <0.01% +637 Timeline ARKG 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 43 shares; 2025Q3: 2,186 shares; 2025Q4: 2,094 shares; 2026Q1: 2,835 shares 2,835 $74.9K <0.01% +741 Timeline IYM 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 425 shares 425 $74.8K <0.01% +307 Timeline SDCI 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: 2,743 shares 2,743 $74.7K <0.01% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 2,243 shares; 2025Q3: 2,250 shares; 2025Q4: 2,256 shares; 2026Q1: 1,086 shares 1,086 $74.7K <0.01% -1,170 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 41 shares; 2025Q2: 67 shares; 2025Q3: 825 shares; 2025Q4: 799 shares; 2026Q1: 800 shares 800 $74.7K <0.01% +1 Timeline IUS 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: 961 shares; 2024Q4: 1,121 shares; 2025Q1: 1,159 shares; 2025Q2: 1,164 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares; 2026Q1: 1,288 shares 1,288 $74.6K <0.01% +51 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 58 shares; 2025Q2: 1,154 shares; 2025Q3: 127 shares; 2025Q4: 105 shares; 2026Q1: 756 shares 756 $74.5K <0.01% +651 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 3 shares; 2025Q2: 102 shares; 2025Q3: 383 shares; 2025Q4: 458 shares; 2026Q1: 790 shares 790 $74.4K <0.01% +332 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 427 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: 448 shares; 2025Q4: 445 shares; 2026Q1: 430 shares 430 $74.3K <0.01% -15 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 367 shares; 2025Q1: 715 shares; 2025Q2: 254 shares; 2025Q3: 357 shares; 2025Q4: 704 shares; 2026Q1: 984 shares 984 $74.2K <0.01% +280 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 535 shares; 2025Q4: 442 shares; 2026Q1: 892 shares 892 $74.1K <0.01% +450 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 930 shares; 2025Q1: 904 shares; 2025Q2: 921 shares; 2025Q3: 882 shares; 2025Q4: 875 shares; 2026Q1: 1,013 shares 1,013 $74K <0.01% +138 Timeline EWI 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: 1,200 shares; 2026Q1: 1,384 shares 1,384 $73.9K <0.01% +184 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,983 shares; 2025Q1: 4,098 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 2,436 shares; 2026Q1: 4,630 shares 4,630 $73.7K <0.01% +2,194 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 890 shares; 2025Q1: 1,014 shares; 2025Q2: 1,971 shares; 2025Q3: 3,038 shares; 2025Q4: 2,516 shares; 2026Q1: 1,449 shares 1,449 $73.6K <0.01% -1,067 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 902 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 918 shares; 2026Q1: 1,184 shares 1,184 $73.3K <0.01% +266 Timeline FEBZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,615 shares; 2026Q1: 2,015 shares 2,015 $73.2K <0.01% +400 Timeline FDEV 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: 2,049 shares 2,049 $73.1K <0.01% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST 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: 695 shares; 2026Q1: 672 shares 672 $72.9K <0.01% -23 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 1,607 shares 1,607 $72.9K <0.01% +1,007 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 712 shares; 2025Q4: 669 shares; 2026Q1: 885 shares 885 $72.8K <0.01% +216 Timeline RFLR 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: 6,455 shares; 2025Q1: 10,280 shares; 2025Q2: 41,105 shares; 2025Q3: 50,605 shares; 2025Q4: 50,605 shares; 2026Q1: 2,506 shares 2,506 $72.8K <0.01% -48,099 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 160 shares; 2025Q1: 133 shares; 2025Q2: 156 shares; 2025Q3: 120 shares; 2025Q4: 163 shares; 2026Q1: 205 shares 205 $72.7K <0.01% +42 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,474 shares; 2025Q1: 21,227 shares; 2025Q2: 19,410 shares; 2025Q3: 3,966 shares; 2025Q4: 2,806 shares; 2026Q1: 4,913 shares 4,913 $72.6K <0.01% +2,107 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,928 shares; 2025Q1: 2,694 shares; 2025Q2: 4,578 shares; 2025Q3: 4,613 shares; 2025Q4: 5,674 shares; 2026Q1: 2,132 shares 2,132 $72.5K <0.01% -3,542 Timeline QBF 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: 2,093 shares; 2025Q2: 2,961 shares; 2025Q3: 2,985 shares; 2025Q4: 3,011 shares; 2026Q1: 4,246 shares 4,246 $72.5K <0.01% +1,235 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 139 shares; 2026Q1: 1,340 shares 1,340 $72.5K <0.01% +1,201 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,107 shares; 2025Q4: 1,111 shares; 2026Q1: 1,114 shares 1,114 $72.5K <0.01% +3 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 642 shares; 2025Q1: 622 shares; 2025Q2: 669 shares; 2025Q3: 746 shares; 2025Q4: 688 shares; 2026Q1: 957 shares 957 $72K <0.01% +269 Timeline FEBP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 2,300 shares 2,300 $71.9K <0.01% +1,300 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 3,886 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,461 shares; 2025Q4: 3,466 shares; 2026Q1: 5,321 shares 5,321 $71.8K <0.01% +1,855 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,240 shares; 2025Q1: 1,895 shares; 2025Q2: 1,779 shares; 2025Q3: 2,013 shares; 2025Q4: 1,926 shares; 2026Q1: 1,649 shares 1,649 $71K <0.01% -277 Timeline VTWG 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: 68 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $71K <0.01% new Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,052 shares; 2025Q1: 8,522 shares; 2025Q2: 7,576 shares; 2025Q3: 7,576 shares; 2025Q4: 7,401 shares; 2026Q1: 2,859 shares 2,859 $70.9K <0.01% -4,542 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,864 shares; 2025Q1: 1,864 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 11,980 shares 11,980 $70.7K <0.01% +11,616 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 1,918 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 2,036 shares; 2025Q4: 2,509 shares; 2026Q1: 2,588 shares 2,588 $70.5K <0.01% +79 Timeline BAMY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 2,576 shares 2,576 $70.4K <0.01% +2,107 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 142 shares; 2025Q4: 628 shares; 2026Q1: 692 shares 692 $70.4K <0.01% +64 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 2,225 shares 2,225 $70.3K <0.01% +1,974 Timeline USAI 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: 150 shares; 2024Q4: 351 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 1,495 shares 1,495 $70.3K <0.01% +1,105 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 19,521 shares; 2026Q1: 23,891 shares 23,891 $70.2K <0.01% +4,370 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,720 shares 4,720 $70.1K <0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 240 shares; 2025Q1: 233 shares; 2025Q2: 292 shares; 2025Q3: 301 shares; 2025Q4: 314 shares; 2026Q1: 330 shares 330 $70K <0.01% +16 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,096 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares; 2025Q4: 4,750 shares; 2026Q1: 2,740 shares 2,740 $69.9K <0.01% -2,010 Timeline USRT 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: 395 shares; 2024Q4: 408 shares; 2025Q1: 327 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 426 shares; 2026Q1: 1,176 shares 1,176 $69.6K <0.01% +750 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 3,841 shares; 2025Q3: 3,861 shares; 2025Q4: 7,962 shares; 2026Q1: 7,962 shares 7,962 $69.5K <0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,645 shares; 2025Q1: 5,145 shares; 2025Q2: 5,145 shares; 2025Q3: 4,145 shares; 2025Q4: 2,745 shares; 2026Q1: 1,970 shares 1,970 $69.5K <0.01% -775 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $69.4K <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,058 shares; 2025Q1: 2,350 shares; 2025Q2: 2,322 shares; 2025Q3: 1,230 shares; 2025Q4: 2,096 shares; 2026Q1: 2,536 shares 2,536 $69.3K <0.01% +440 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 189 shares; 2025Q4: 173 shares; 2026Q1: 898 shares 898 $69K <0.01% +725 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 82 shares; 2026Q1: 933 shares 933 $69K <0.01% +851 Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $68.7K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 373 shares; 2025Q1: 424 shares; 2025Q2: 371 shares; 2025Q3: 372 shares; 2025Q4: 669 shares; 2026Q1: 734 shares 734 $68.5K <0.01% +65 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: 80,338 shares; 2024Q4: 102,660 shares; 2025Q1: 4,831 shares; 2025Q2: 3,174 shares; 2025Q3: 2,487 shares; 2025Q4: 1,987 shares; 2026Q1: 1,322 shares 1,322 $68.5K <0.01% -665 Timeline TGRW 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,331 shares; 2026Q1: 1,689 shares 1,689 $68.4K <0.01% +358 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: not reported; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 56 shares; 2025Q4: 63 shares; 2026Q1: 139 shares 139 $68.4K <0.01% +76 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $68.4K <0.01% 0 Timeline CVMC 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: 960 shares; 2024Q4: 1,125 shares; 2025Q1: 1,086 shares; 2025Q2: 1,335 shares; 2025Q3: 843 shares; 2025Q4: 592 shares; 2026Q1: 1,066 shares 1,066 $68.3K <0.01% +474 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 2,340 shares 2,340 $68.1K <0.01% +1,841 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,080 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares 7,935 $67.6K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 69 shares; 2025Q4: 75 shares; 2026Q1: 1,692 shares 1,692 $67.5K <0.01% +1,617 Timeline EVHY MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $67.5K <0.01% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 166 shares; 2025Q4: 225 shares; 2026Q1: 269 shares 269 $67.4K <0.01% +44 Timeline IBMR 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: 1,597 shares; 2025Q3: 2,621 shares; 2025Q4: 2,643 shares; 2026Q1: 2,653 shares 2,653 $67.3K <0.01% +10 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 1,047 shares; 2025Q4: 1,715 shares; 2026Q1: 2,510 shares 2,510 $67.1K <0.01% +795 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,085 shares; 2025Q1: 1,111 shares; 2025Q2: 1,255 shares; 2025Q3: 1,153 shares; 2025Q4: 1,204 shares; 2026Q1: 1,302 shares 1,302 $67K <0.01% +98 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 6,004 shares; 2025Q1: 7,252 shares; 2025Q2: 7,252 shares; 2025Q3: 7,712 shares; 2025Q4: 6,464 shares; 2026Q1: 10,189 shares 10,189 $66.9K <0.01% +3,725 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 3,097 shares; 2025Q1: 7,689 shares; 2025Q2: 8,475 shares; 2025Q3: 8,969 shares; 2025Q4: 8,884 shares; 2026Q1: 12,912 shares 12,912 $66.8K <0.01% +4,028 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 232 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 236 shares; 2026Q1: 1,237 shares 1,237 $66.7K <0.01% +1,001 Timeline DFVX 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: 895 shares 895 $66.5K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,886 shares; 2025Q1: 2,081 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,475 shares; 2026Q1: 1,485 shares 1,485 $66.5K <0.01% +10 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares 2,235 $66.4K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 4,335 shares; 2025Q4: 6,386 shares; 2026Q1: 13,206 shares 13,206 $66.4K <0.01% +6,820 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 66 shares; 2026Q1: 304 shares 304 $66.4K <0.01% +238 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 211 shares; 2025Q1: 230 shares; 2025Q2: 182 shares; 2025Q3: 201 shares; 2025Q4: 264 shares; 2026Q1: 309 shares 309 $66.3K <0.01% +45 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares 599 $66.1K <0.01% new Timeline DIVD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,550 shares; 2025Q1: 1,556 shares; 2025Q2: 1,577 shares; 2025Q3: 1,585 shares; 2025Q4: 1,598 shares; 2026Q1: 1,606 shares 1,606 $65.9K <0.01% +8 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434 shares; 2025Q1: 587 shares; 2025Q2: 499 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 1,267 shares 1,267 $65.9K <0.01% +881 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: 1,479 shares 1,479 $65.8K <0.01% +1 Timeline DEEP 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $65.7K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 551 shares; 2025Q1: 447 shares; 2025Q2: 476 shares; 2025Q3: 408 shares; 2025Q4: 331 shares; 2026Q1: 2,574 shares 2,574 $65.6K <0.01% +2,243 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 82 shares; 2025Q1: 452 shares; 2025Q2: 453 shares; 2025Q3: 1,788 shares; 2025Q4: 2,086 shares; 2026Q1: 4,934 shares 4,934 $65K <0.01% +2,848 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,585 shares; 2025Q4: 8,380 shares; 2026Q1: 8,710 shares 8,710 $65K <0.01% +330 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 51 shares; 2025Q1: 67 shares; 2025Q2: 244 shares; 2025Q3: 248 shares; 2025Q4: 230 shares; 2026Q1: 289 shares 289 $64.9K <0.01% +59 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,846 shares; 2025Q1: 1,931 shares; 2025Q2: 1,946 shares; 2025Q3: 2,020 shares; 2025Q4: 2,680 shares; 2026Q1: 2,996 shares 2,996 $64.8K <0.01% +316 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,139 shares; 2025Q1: 143 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 82 shares; 2026Q1: 1,173 shares 1,173 $64.7K <0.01% +1,091 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 114 shares; 2025Q1: 55 shares; 2025Q2: 53 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 1,315 shares 1,315 $64.5K <0.01% +1,162 Timeline EWL 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 822 shares; 2026Q1: 1,093 shares 1,093 $64.3K <0.01% +271 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 1,710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 2,010 shares; 2026Q1: 9,374 shares 9,374 $64.2K <0.01% +7,364 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 931 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 860 shares 860 $63.2K <0.01% -217 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: 946 shares; 2024Q4: 946 shares; 2025Q1: 900 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $63.1K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,858 shares; 2025Q1: 1,671 shares; 2025Q2: 1,678 shares; 2025Q3: 1,701 shares; 2025Q4: 1,696 shares; 2026Q1: 1,828 shares 1,828 $63.1K <0.01% +132 Timeline SHRY 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 574 shares; 2026Q1: 1,449 shares 1,449 $63K <0.01% +875 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 621 shares; 2025Q1: 648 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 1,128 shares 1,128 $63K <0.01% +487 Timeline ADME 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: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 1,272 shares 1,272 $62.9K <0.01% +928 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 861 shares 861 $62.7K <0.01% +508 Timeline SOFR AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares 624 $62.5K <0.01% new Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: not reported; 2026Q1: 1,751 shares 1,751 $62.5K <0.01% new Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,776 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,845 shares; 2026Q1: 1,057 shares 1,057 $62.4K <0.01% -788 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,934 shares; 2025Q2: 2,897 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 2,095 shares 2,095 $62.3K <0.01% +546 Timeline NTRL 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: 15,563 shares; 2024Q4: 9,632 shares; 2025Q1: 3,196 shares; 2025Q2: 3,337 shares; 2025Q3: 3,182 shares; 2025Q4: 3,150 shares; 2026Q1: 2,996 shares 2,996 $62K <0.01% -154 Timeline EWO 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: 1,285 shares; 2026Q1: 1,749 shares 1,749 $62K <0.01% +464 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares 1,845 $61.9K <0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,871 shares 4,871 $61.8K <0.01% +271 Timeline QUS 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: 250 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 360 shares 360 $61.8K <0.01% +10 Timeline VRAI 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: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares 2,265 $61.4K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,306 shares; 2025Q1: 2,779 shares; 2025Q2: 2,265 shares; 2025Q3: 2,399 shares; 2025Q4: 2,322 shares; 2026Q1: 3,252 shares 3,252 $61.2K <0.01% +930 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 43 shares; 2026Q1: 828 shares 828 $61.2K <0.01% +785 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 47 shares; 2025Q1: 14 shares; 2025Q2: 26 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 174 shares 174 $61.1K <0.01% +150 Timeline OSCV 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: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 1,544 shares 1,544 $60.9K <0.01% +1,097 Timeline PSMJ 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: 1,638 shares; 2024Q4: 1,600 shares; 2025Q1: 1,886 shares; 2025Q2: 1,910 shares; 2025Q3: 4,310 shares; 2025Q4: 4,448 shares; 2026Q1: 1,912 shares 1,912 $60.9K <0.01% -2,536 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 500 shares; 2025Q2: 453 shares; 2025Q3: 415 shares; 2025Q4: 416 shares; 2026Q1: 1,828 shares 1,828 $60.7K <0.01% +1,412 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 268 shares; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 131 shares; 2025Q4: 114 shares; 2026Q1: 353 shares 353 $60.5K <0.01% +239 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,717 shares; 2024Q4: 13,511 shares; 2025Q1: 13,486 shares; 2025Q2: 13,486 shares; 2025Q3: 13,541 shares; 2025Q4: 406 shares; 2026Q1: 5,363 shares 5,363 $60.4K <0.01% +4,957 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 111 shares 111 $60.3K <0.01% +75 Timeline DEFR 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: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 2,263 shares 2,263 $60.2K <0.01% +1,608 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,833 shares; 2026Q1: 1,832 shares 1,832 $60.2K <0.01% -1 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $59.9K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,636 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,860 shares; 2025Q4: 2,253 shares; 2026Q1: 4,038 shares 4,038 $59.9K <0.01% +1,785 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 2,831 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 1,616 shares 1,616 $59.7K <0.01% -1,135 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 2,453 shares 2,453 $59.6K <0.01% +576 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 218 shares; 2025Q3: 294 shares; 2025Q4: 274 shares; 2026Q1: 281 shares 281 $59.5K <0.01% +7 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM 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: 10,193 shares 10,193 $59.4K <0.01% new Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $59.4K <0.01% 0 Timeline HYS 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: 257 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 637 shares 637 $59.4K <0.01% +455 Timeline PKW 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 1,011 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 451 shares 451 $59.2K <0.01% +57 Timeline FAN 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: 8,819 shares; 2024Q4: 8,819 shares; 2025Q1: 8,645 shares; 2025Q2: 5,683 shares; 2025Q3: 5,763 shares; 2025Q4: 1,108 shares; 2026Q1: 2,388 shares 2,388 $59.1K <0.01% +1,280 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,767 shares; 2025Q1: 4,627 shares; 2025Q2: 4,021 shares; 2025Q3: 3,871 shares; 2025Q4: 3,639 shares; 2026Q1: 822 shares 822 $59K <0.01% -2,817 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,611 shares; 2025Q1: 4,491 shares; 2025Q2: 3,818 shares; 2025Q3: 3,165 shares; 2025Q4: 3,262 shares; 2026Q1: 3,357 shares 3,357 $59K <0.01% +95 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 6,915 shares; 2025Q1: 6,636 shares; 2025Q2: 686 shares; 2025Q3: 871 shares; 2025Q4: 855 shares; 2026Q1: 5,879 shares 5,879 $58.9K <0.01% +5,024 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,285 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 9,531 shares; 2025Q4: 1,411 shares; 2026Q1: 1,837 shares 1,837 $58.8K <0.01% +426 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares; 2026Q1: 5,985 shares 5,985 $58.8K <0.01% +119 Timeline YMAX 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: 700 shares; 2025Q1: 1,045 shares; 2025Q2: 3,029 shares; 2025Q3: 4,268 shares; 2025Q4: 6,170 shares; 2026Q1: 7,503 shares 7,503 $58.8K <0.01% +1,333 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 212 shares; 2025Q1: 195 shares; 2025Q2: 201 shares; 2025Q3: 207 shares; 2025Q4: 215 shares; 2026Q1: 320 shares 320 $58.7K <0.01% +105 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 2,183 shares 2,183 $58.6K <0.01% new Timeline PRVS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 2,030 shares; 2025Q3: 2,524 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $58.6K <0.01% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 1,378 shares 1,378 $58.4K <0.01% new Timeline RING 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: 155 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 1,223 shares; 2025Q4: 1,277 shares; 2026Q1: 739 shares 739 $58.4K <0.01% -538 Timeline UAPR 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: 3,925 shares; 2024Q4: 4,706 shares; 2025Q1: 4,696 shares; 2025Q2: 5,129 shares; 2025Q3: 5,106 shares; 2025Q4: 2,517 shares; 2026Q1: 1,747 shares 1,747 $58.3K <0.01% -770 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,438 shares; 2025Q1: 2,256 shares; 2025Q2: 1,873 shares; 2025Q3: 1,436 shares; 2025Q4: 1,421 shares; 2026Q1: 1,407 shares 1,407 $58.2K <0.01% -14 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: 3,396 shares; 2024Q4: 2,575 shares; 2025Q1: 2,474 shares; 2025Q2: 1,293 shares; 2025Q3: 1,319 shares; 2025Q4: 1,023 shares; 2026Q1: 1,639 shares 1,639 $58.2K <0.01% +616 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 3,156 shares 3,156 $58K <0.01% +2,978 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares; 2026Q1: 4,799 shares 4,799 $57.8K <0.01% +908 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,570 shares; 2025Q1: 4,115 shares; 2025Q2: 3,377 shares; 2025Q3: 3,527 shares; 2025Q4: 2,259 shares; 2026Q1: 3,345 shares 3,345 $57.7K <0.01% +1,086 Timeline PMAY 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: 48,631 shares; 2024Q4: 48,631 shares; 2025Q1: 48,176 shares; 2025Q2: 48,632 shares; 2025Q3: 49,700 shares; 2025Q4: 8,647 shares; 2026Q1: 1,444 shares 1,444 $57.7K <0.01% -7,203 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 541 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 271 shares; 2026Q1: 956 shares 956 $57.6K <0.01% +685 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: 210 shares; 2025Q1: 210 shares; 2025Q2: 212 shares; 2025Q3: 313 shares; 2025Q4: 1,176 shares; 2026Q1: 2,812 shares 2,812 $57.6K <0.01% +1,636 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 306 shares; 2025Q1: 11 shares; 2025Q2: 13 shares; 2025Q3: 36 shares; 2025Q4: 38 shares; 2026Q1: 303 shares 303 $57.6K <0.01% +265 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,150 shares; 2025Q3: 3,850 shares; 2025Q4: 6,461 shares; 2026Q1: 6,461 shares 6,461 $57.4K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,030 shares; 2025Q1: 2,649 shares; 2025Q2: 2,281 shares; 2025Q3: 3,274 shares; 2025Q4: 2,336 shares; 2026Q1: 4,076 shares 4,076 $57.4K <0.01% +1,740 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,773 shares; 2025Q1: 3,271 shares; 2025Q2: 3,940 shares; 2025Q3: 4,015 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $57.4K <0.01% 0 Timeline FINX 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: 3,150 shares; 2024Q4: 3,158 shares; 2025Q1: 2,807 shares; 2025Q2: 3,228 shares; 2025Q3: 2,941 shares; 2025Q4: 3,021 shares; 2026Q1: 2,479 shares 2,479 $57.3K <0.01% -542 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 2,289 shares 2,289 $57.2K <0.01% +1,689 Timeline XDAT FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,003 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,218 shares; 2026Q1: 2,716 shares 2,716 $57.2K <0.01% -2,502 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 399 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $57.2K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 61 shares; 2025Q1: 115 shares; 2025Q2: 111 shares; 2025Q3: 101 shares; 2025Q4: 157 shares; 2026Q1: 569 shares 569 $57K <0.01% +412 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: 3,377 shares; 2025Q3: 3,057 shares; 2025Q4: 3,346 shares; 2026Q1: 3,946 shares 3,946 $56.9K <0.01% +600 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 210 shares; 2026Q1: 761 shares 761 $56.9K <0.01% +551 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 670 shares; 2025Q4: 1,254 shares; 2026Q1: 2,243 shares 2,243 $56.8K <0.01% +989 Timeline GTEK 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 1,385 shares 1,385 $56.7K <0.01% -1,143 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 192 shares; 2025Q3: 482 shares; 2025Q4: 407 shares; 2026Q1: 605 shares 605 $56.6K <0.01% +198 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 110 shares; 2025Q1: 1,100 shares; 2025Q2: 1,175 shares; 2025Q3: 1,100 shares; 2025Q4: 1,105 shares; 2026Q1: 1,319 shares 1,319 $56.6K <0.01% +214 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,317 shares 4,317 $56.6K <0.01% new Timeline EWS 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: 1,812 shares; 2026Q1: 2,002 shares 2,002 $56.5K <0.01% +190 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,589 shares; 2025Q1: 4,560 shares; 2025Q2: 6,297 shares; 2025Q3: 3,605 shares; 2025Q4: 3,576 shares; 2026Q1: 851 shares 851 $56.4K <0.01% -2,725 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 1,087 shares; 2025Q1: 1,258 shares; 2025Q2: 886 shares; 2025Q3: 853 shares; 2025Q4: 851 shares; 2026Q1: 1,328 shares 1,328 $56.4K <0.01% +477 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,528 shares; 2025Q1: 1,277 shares; 2025Q2: 1,827 shares; 2025Q3: 1,683 shares; 2025Q4: 2,736 shares; 2026Q1: 2,116 shares 2,116 $56.1K <0.01% -620 Timeline FRI 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: 460 shares; 2024Q4: 389 shares; 2025Q1: 304 shares; 2025Q2: 305 shares; 2025Q3: 306 shares; 2025Q4: 258 shares; 2026Q1: 1,968 shares 1,968 $56K <0.01% +1,710 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: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 3,209 shares 3,209 $56K <0.01% +1,044 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 2,071 shares; 2025Q3: 1,722 shares; 2025Q4: 1,660 shares; 2026Q1: 1,841 shares 1,841 $55.9K <0.01% +181 Timeline URTH 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: 310 shares 310 $55.8K <0.01% new Timeline REIT ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 2,471 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 2,038 shares 2,038 $55.7K <0.01% +189 Timeline QDF 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703 $55.6K <0.01% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 5,028 shares; 2026Q1: 5,067 shares 5,067 $55.5K <0.01% +39 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,243 shares; 2024Q4: 30,612 shares; 2025Q1: 22,737 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,095 shares; 2026Q1: 2,063 shares 2,063 $55.5K <0.01% -1,032 Timeline INOV 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: 521 shares; 2025Q1: 769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,491 shares; 2026Q1: 1,599 shares 1,599 $55.5K <0.01% -67,892 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,988 shares 1,988 $55.4K <0.01% +625 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 93 shares; 2025Q1: 112 shares; 2025Q2: 376 shares; 2025Q3: 536 shares; 2025Q4: 380 shares; 2026Q1: 824 shares 824 $55.3K <0.01% +444 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 842 shares; 2025Q1: 551 shares; 2025Q2: 398 shares; 2025Q3: 438 shares; 2025Q4: 588 shares; 2026Q1: 887 shares 887 $55K <0.01% +299 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,906 shares 1,906 $54.9K <0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 213 shares; 2025Q1: 4 shares; 2025Q2: 25 shares; 2025Q3: 209 shares; 2025Q4: 191 shares; 2026Q1: 724 shares 724 $54.8K <0.01% +533 Timeline GSSC 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: 1,664 shares; 2024Q4: 1,649 shares; 2025Q1: 750 shares; 2025Q2: 665 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 735 shares 735 $54.8K <0.01% +90 Timeline EMGF 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: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 906 shares 906 $54.8K <0.01% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 8,327 shares; 2025Q1: 13,321 shares; 2025Q2: 806 shares; 2025Q3: 2,034 shares; 2025Q4: 2,742 shares; 2026Q1: 1,561 shares 1,561 $54.7K <0.01% -1,181 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $54.7K <0.01% 0 Timeline HELX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 1,823 shares; 2025Q2: 1,687 shares; 2025Q3: 1,637 shares; 2025Q4: 1,512 shares; 2026Q1: 1,650 shares 1,650 $54.6K <0.01% +138 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 871 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 877 shares 877 $54.5K <0.01% +406 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,692 shares; 2025Q1: 3,551 shares; 2025Q2: 3,418 shares; 2025Q3: 2,182 shares; 2025Q4: 2,472 shares; 2026Q1: 2,906 shares 2,906 $54.3K <0.01% +434 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 398 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 227 shares; 2026Q1: 1,072 shares 1,072 $54.3K <0.01% +845 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 443 shares; 2025Q1: 485 shares; 2025Q2: 574 shares; 2025Q3: 621 shares; 2025Q4: 545 shares; 2026Q1: 577 shares 577 $54.3K <0.01% +32 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 5,719 shares; 2025Q1: 5,766 shares; 2025Q2: 5,809 shares; 2025Q3: 4,382 shares; 2025Q4: 1,194 shares; 2026Q1: 7,035 shares 7,035 $54.2K <0.01% +5,841 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $54.2K <0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 20 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 865 shares; 2026Q1: 3,046 shares 3,046 $54.2K <0.01% +2,181 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 903 shares; 2025Q1: 1,055 shares; 2025Q2: 1,265 shares; 2025Q3: 1,251 shares; 2025Q4: 1,074 shares; 2026Q1: 855 shares 855 $54.1K <0.01% -219 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,156 shares; 2026Q1: 2,875 shares 2,875 $54K <0.01% +1,719 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 2,794 shares; 2026Q1: 3,299 shares 3,299 $53.8K <0.01% +505 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 2,934 shares; 2025Q1: 2,827 shares; 2025Q2: 2,125 shares; 2025Q3: 2,842 shares; 2025Q4: 3,331 shares; 2026Q1: 6,365 shares 6,365 $53.6K <0.01% +3,034 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,669 shares; 2025Q1: 2,486 shares; 2025Q2: 2,053 shares; 2025Q3: 1,922 shares; 2025Q4: 1,326 shares; 2026Q1: 2,361 shares 2,361 $53.6K <0.01% +1,035 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $53.5K <0.01% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 3,206 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 4,528 shares; 2026Q1: 1,952 shares 1,952 $53.3K <0.01% -2,576 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $53.2K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 52 shares; 2025Q1: 68 shares; 2025Q2: 55 shares; 2025Q3: 69 shares; 2025Q4: 27 shares; 2026Q1: 146 shares 146 $53.2K <0.01% +119 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 1,439 shares 1,439 $53K <0.01% +992 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,187 shares 2,187 $53K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 626 shares; 2025Q1: 564 shares; 2025Q2: 414 shares; 2025Q3: 367 shares; 2025Q4: 297 shares; 2026Q1: 162 shares 162 $52.8K <0.01% -135 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 207 shares; 2025Q2: 740 shares; 2025Q3: 759 shares; 2025Q4: 818 shares; 2026Q1: 97 shares 97 $52.6K <0.01% -721 Timeline DYLD 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: 9,075 shares; 2024Q4: 9,075 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 6,256 shares; 2025Q4: 3,268 shares; 2026Q1: 2,342 shares 2,342 $52.5K <0.01% -926 Timeline IXG 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 584 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 460 shares 460 $52.4K <0.01% -16 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares 1,136 $52.4K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 69 shares; 2025Q1: 59 shares; 2025Q2: 87 shares; 2025Q3: 108 shares; 2025Q4: 303 shares; 2026Q1: 213 shares 213 $52.3K <0.01% -90 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 204 shares; 2025Q4: 302 shares; 2026Q1: 365 shares 365 $52.2K <0.01% +63 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 29,414 shares; 2025Q2: 631 shares; 2025Q3: 634 shares; 2025Q4: 641 shares; 2026Q1: 1,018 shares 1,018 $52.2K <0.01% +377 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 208 shares; 2025Q4: 834 shares; 2026Q1: 599 shares 599 $52.1K <0.01% -235 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 927 shares; 2026Q1: 258 shares 258 $52K <0.01% -669 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY 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: 1,603 shares 1,603 $51.5K <0.01% new Timeline ZAUG 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: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,560 shares; 2025Q3: 14,475 shares; 2025Q4: 12,759 shares; 2026Q1: 1,930 shares 1,930 $51.4K <0.01% -10,829 Timeline JBBB 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: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 1,090 shares; 2025Q3: 1,194 shares; 2025Q4: 1,508 shares; 2026Q1: 1,098 shares 1,098 $51.2K <0.01% -410 Timeline MXF MEXICO FD INC More: the full row for MEXICO FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,444 shares 2,444 $51.2K <0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 408 shares 408 $50.7K <0.01% +400 Timeline KNOV 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: 369 shares; 2025Q2: 369 shares; 2025Q3: not reported; 2025Q4: 45,195 shares; 2026Q1: 1,765 shares 1,765 $50.6K <0.01% -43,430 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 995 shares; 2026Q1: 995 shares 995 $50.5K <0.01% 0 Timeline IBMO 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: 364 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 1,936 shares; 2025Q3: 1,948 shares; 2025Q4: 1,963 shares; 2026Q1: 1,971 shares 1,971 $50.5K <0.01% +8 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK 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: 1,000 shares 1,000 $50.5K <0.01% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 2,243 shares; 2025Q4: 672 shares; 2026Q1: 636 shares 636 $50.5K <0.01% -36 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $50.4K <0.01% 0 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: 768 shares; 2024Q4: 1,106 shares; 2025Q1: 525 shares; 2025Q2: 508 shares; 2025Q3: 507 shares; 2025Q4: 449 shares; 2026Q1: 456 shares 456 $50.4K <0.01% +7 Timeline CVY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,655 shares; 2026Q1: 1,853 shares 1,853 $50.2K <0.01% +198 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 133 shares; 2025Q1: 91 shares; 2025Q2: 96 shares; 2025Q3: 127 shares; 2025Q4: 116 shares; 2026Q1: 151 shares 151 $50.1K <0.01% +35 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 860 shares; 2025Q1: 953 shares; 2025Q2: 1,156 shares; 2025Q3: 1,827 shares; 2025Q4: 2,419 shares; 2026Q1: 4,611 shares 4,611 $50K <0.01% +2,192 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 693 shares; 2025Q2: 505 shares; 2025Q3: 507 shares; 2025Q4: 514 shares; 2026Q1: 783 shares 783 $49.9K <0.01% +269 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 259 shares; 2026Q1: 659 shares 659 $49.8K <0.01% +400 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 589 shares 589 $49.8K <0.01% +200 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares 4,655 $49.8K <0.01% new Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $49.6K <0.01% 0 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares 1,309 $49.5K <0.01% new Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000 $49.5K <0.01% new SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 454 shares; 2025Q1: 295 shares; 2025Q2: 372 shares; 2025Q3: 363 shares; 2025Q4: 484 shares; 2026Q1: 609 shares 609 $49.3K <0.01% +125 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 3,207 shares; 2026Q1: 3,207 shares 3,207 $49K <0.01% 0 Timeline CLSM 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: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,109 shares; 2026Q1: 2,108 shares 2,108 $49K <0.01% -1 Timeline MARZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 1,484 shares 1,484 $48.9K <0.01% +1,184 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 793 shares; 2025Q4: 796 shares; 2026Q1: 1,100 shares 1,100 $48.9K <0.01% +304 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 133 shares; 2025Q2: 2,332 shares; 2025Q3: 351 shares; 2025Q4: 407 shares; 2026Q1: 632 shares 632 $48.8K <0.01% +225 Timeline HYMB 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,133 shares; 2025Q2: 2,292 shares; 2025Q3: 2,089 shares; 2025Q4: 1,612 shares; 2026Q1: 1,966 shares 1,966 $48.7K <0.01% +354 Timeline PMOC PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 1,928 shares; 2026Q1: 1,928 shares 1,928 $48.6K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 242 shares 242 $48.4K <0.01% +240 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 295 shares 295 $48.4K <0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 18 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 19 shares; 2026Q1: 172 shares 172 $48.3K <0.01% +153 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 155 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 269 shares; 2025Q4: 320 shares; 2026Q1: 295 shares 295 $48.2K <0.01% -25 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 147 shares; 2025Q1: 201 shares; 2025Q2: 200 shares; 2025Q3: 181 shares; 2025Q4: 172 shares; 2026Q1: 181 shares 181 $48.2K <0.01% +9 Timeline LSAT 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: 7,883 shares; 2024Q4: 7,883 shares; 2025Q1: 7,603 shares; 2025Q2: 7,574 shares; 2025Q3: 4,710 shares; 2025Q4: 2,173 shares; 2026Q1: 1,222 shares 1,222 $48.2K <0.01% -951 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 164 shares; 2025Q1: 163 shares; 2025Q2: 181 shares; 2025Q3: 221 shares; 2025Q4: 217 shares; 2026Q1: 393 shares 393 $48.1K <0.01% +176 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,554 shares 1,554 $48.1K <0.01% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223 shares; 2026Q1: 817 shares 817 $48K <0.01% +594 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 1,095 shares; 2025Q3: 2,095 shares; 2025Q4: 3,095 shares; 2026Q1: 3,295 shares 3,295 $47.6K <0.01% +200 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 206 shares; 2025Q1: 229 shares; 2025Q2: 248 shares; 2025Q3: 236 shares; 2025Q4: 445 shares; 2026Q1: 663 shares 663 $47.6K <0.01% +218 Timeline LVDS 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: 941 shares 941 $47.5K <0.01% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 425 shares; 2025Q4: 905 shares; 2026Q1: 4,125 shares 4,125 $47.3K <0.01% +3,220 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $47.3K <0.01% 0 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 1,535 shares 1,535 $47.3K <0.01% +1,214 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 3,556 shares; 2025Q4: 1,570 shares; 2026Q1: 2,526 shares 2,526 $47.1K <0.01% +956 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 4,686 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 4,615 shares 4,615 $46.9K <0.01% +4,033 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 18 shares; 2025Q2: 51 shares; 2025Q3: 67 shares; 2025Q4: 81 shares; 2026Q1: 793 shares 793 $46.9K <0.01% +712 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: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $46.9K <0.01% 0 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: 719 shares; 2024Q4: 719 shares; 2025Q1: 612 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 1,078 shares; 2026Q1: 1,553 shares 1,553 $46.8K <0.01% +475 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 3,421 shares 3,421 $46.8K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 585 shares; 2025Q4: 956 shares; 2026Q1: 787 shares 787 $46.8K <0.01% -169 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 391 shares; 2026Q1: 1,813 shares 1,813 $46.7K <0.01% +1,422 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 442 shares; 2026Q1: 1,042 shares 1,042 $46.7K <0.01% +600 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares 1,846 $46.6K <0.01% 0 Timeline LCTD 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: 1,438 shares; 2024Q4: 1,352 shares; 2025Q1: 1,368 shares; 2025Q2: 1,158 shares; 2025Q3: 1,053 shares; 2025Q4: 591 shares; 2026Q1: 842 shares 842 $46.5K <0.01% +251 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 55 shares; 2025Q3: 71 shares; 2025Q4: 240 shares; 2026Q1: 345 shares 345 $46.5K <0.01% +105 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 6,221 shares; 2025Q1: 5,520 shares; 2025Q2: 5,894 shares; 2025Q3: 6,522 shares; 2025Q4: 12,086 shares; 2026Q1: 3,835 shares 3,835 $46.2K <0.01% -8,251 Timeline NSEP 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $46.1K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,397 shares; 2025Q1: 802 shares; 2025Q2: 743 shares; 2025Q3: 1,061 shares; 2025Q4: 603 shares; 2026Q1: 925 shares 925 $46.1K <0.01% +322 Timeline CMDT 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: 454 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $45.9K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 158 shares; 2025Q1: 200 shares; 2025Q2: 197 shares; 2025Q3: 200 shares; 2025Q4: 218 shares; 2026Q1: 134 shares 134 $45.9K <0.01% -84 Timeline IHAK 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: 813 shares; 2024Q4: 697 shares; 2025Q1: 1,583 shares; 2025Q2: 2,065 shares; 2025Q3: 2,016 shares; 2025Q4: 1,934 shares; 2026Q1: 1,051 shares 1,051 $45.9K <0.01% -883 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 247 shares 247 $45.9K <0.01% +237 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 234 shares; 2025Q3: 531 shares; 2025Q4: 503 shares; 2026Q1: 659 shares 659 $45.8K <0.01% +156 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $45.8K <0.01% new Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares; 2026Q1: 3,793 shares 3,793 $45.6K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 440 shares; 2025Q2: 401 shares; 2025Q3: 340 shares; 2025Q4: 324 shares; 2026Q1: 535 shares 535 $45.4K <0.01% +211 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $45.3K <0.01% 0 Timeline AUGP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 1,980 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $45.2K <0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 552 shares; 2025Q4: 600 shares; 2026Q1: 1,481 shares 1,481 $45.2K <0.01% +881 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,718 shares 1,718 $45.1K <0.01% +18 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $45K <0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 553 shares 553 $45K <0.01% +500 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 475 shares 475 $45K <0.01% +159 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 66 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 56 shares; 2026Q1: 251 shares 251 $44.9K <0.01% +195 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 7,424 shares; 2025Q1: 7,424 shares; 2025Q2: 7,424 shares; 2025Q3: 1,141 shares; 2025Q4: 10,210 shares; 2026Q1: 1,323 shares 1,323 $44.9K <0.01% -8,887 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 717 shares; 2025Q2: 6,562 shares; 2025Q3: 8,749 shares; 2025Q4: 6,597 shares; 2026Q1: 1,138 shares 1,138 $44.9K <0.01% -5,459 Timeline KMAY 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: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,560 shares 1,560 $44.8K <0.01% +402 Timeline DMAX 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: 1,683 shares 1,683 $44.7K <0.01% new Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $44.7K <0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 628 shares 628 $44.5K <0.01% +579 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $44.5K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 326 shares; 2025Q4: 500 shares; 2026Q1: 908 shares 908 $44.5K <0.01% +408 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 592 shares; 2025Q3: 632 shares; 2025Q4: 628 shares; 2026Q1: 968 shares 968 $44.4K <0.01% +340 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 21 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 178 shares 178 $44.3K <0.01% +164 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 628 shares; 2025Q1: 932 shares; 2025Q2: 999 shares; 2025Q3: 1,600 shares; 2025Q4: 1,608 shares; 2026Q1: 1,082 shares 1,082 $44.2K <0.01% -526 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares 1,759 $44.1K <0.01% 0 Timeline XNTK 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: 72 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $43.9K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,685 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 2,281 shares 2,281 $43.9K <0.01% +846 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,048 shares; 2025Q1: 2,795 shares; 2025Q2: 2,611 shares; 2025Q3: 2,442 shares; 2025Q4: 523 shares; 2026Q1: 701 shares 701 $43.9K <0.01% +178 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares 1,691 $43.9K <0.01% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,082 shares; 2025Q2: 2,049 shares; 2025Q3: 1,846 shares; 2025Q4: 811 shares; 2026Q1: 1,217 shares 1,217 $43.7K <0.01% +406 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 204 shares; 2026Q1: 313 shares 313 $43.7K <0.01% +109 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,465 shares 1,465 $43.6K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 62 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 62 shares; 2025Q4: 64 shares; 2026Q1: 73 shares 73 $43.3K <0.01% +9 Timeline FQAL 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: 596 shares 596 $43.3K <0.01% new Timeline DFSB 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: 836 shares 836 $43.3K <0.01% new Timeline LTPZ 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: 7,081 shares; 2024Q4: 7,081 shares; 2025Q1: 7,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845 $43.1K <0.01% new Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 1,495 shares; 2026Q1: 1,495 shares 1,495 $43K <0.01% 0 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,055 shares 1,055 $42.9K <0.01% -261 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 817 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 808 shares; 2026Q1: 1,050 shares 1,050 $42.6K <0.01% +242 Timeline IDEC 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: 59 shares; 2024Q4: 672 shares; 2025Q1: 784 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 9,726 shares; 2026Q1: 1,298 shares 1,298 $42.3K <0.01% -8,428 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 780 shares 780 $42.2K <0.01% +776 Timeline NBET 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: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 1,026 shares 1,026 $42.2K <0.01% -1,914 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $41.9K <0.01% 0 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 4,437 shares; 2025Q4: 4,068 shares; 2026Q1: 4,847 shares 4,847 $41.9K <0.01% +779 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 97 shares; 2026Q1: 2,220 shares 2,220 $41.8K <0.01% +2,123 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 468 shares; 2026Q1: 1,293 shares 1,293 $41.6K <0.01% +825 Timeline XUSP 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: 34,708 shares; 2025Q2: 33,935 shares; 2025Q3: 24,510 shares; 2025Q4: 24,314 shares; 2026Q1: 933 shares 933 $41.2K <0.01% -23,381 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 950 shares 950 $41.2K <0.01% +450 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,159 shares; 2025Q1: 301 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 294 shares; 2026Q1: 1,218 shares 1,218 $41.2K <0.01% +924 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820 $41.1K <0.01% 0 Timeline APOC 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: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 13,432 shares; 2026Q1: 1,609 shares 1,609 $41.1K <0.01% -11,823 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 200 shares; 2025Q3: 210 shares; 2025Q4: 228 shares; 2026Q1: 546 shares 546 $41K <0.01% +318 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 376 shares; 2025Q1: 356 shares; 2025Q2: 357 shares; 2025Q3: 347 shares; 2025Q4: 389 shares; 2026Q1: 321 shares 321 $40.8K <0.01% -68 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,075 shares; 2025Q1: 447 shares; 2025Q2: 451 shares; 2025Q3: 372 shares; 2025Q4: 343 shares; 2026Q1: 313 shares 313 $40.7K <0.01% -30 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: not reported; 2025Q4: 1,548 shares; 2026Q1: 1,774 shares 1,774 $40.7K <0.01% +226 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 186 shares; 2025Q1: 192 shares; 2025Q2: 171 shares; 2025Q3: 251 shares; 2025Q4: 296 shares; 2026Q1: 386 shares 386 $40.6K <0.01% +90 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 159 shares; 2026Q1: 686 shares 686 $40.5K <0.01% +527 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 332 shares; 2026Q1: 447 shares 447 $40.4K <0.01% +115 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 650 shares; 2025Q3: 50 shares; 2025Q4: 52 shares; 2026Q1: 2,052 shares 2,052 $40.4K <0.01% +2,000 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,782 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,779 shares; 2026Q1: 3,033 shares 3,033 $40.3K <0.01% +254 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 681 shares; 2025Q1: 683 shares; 2025Q2: 702 shares; 2025Q3: 719 shares; 2025Q4: 720 shares; 2026Q1: 940 shares 940 $40.2K <0.01% +220 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 883 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 574 shares 574 $40.1K <0.01% -328 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 451 shares; 2025Q1: 342 shares; 2025Q2: 549 shares; 2025Q3: 789 shares; 2025Q4: 2,361 shares; 2026Q1: 709 shares 709 $40.1K <0.01% -1,652 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $40.1K <0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $40.1K <0.01% new Timeline GEM 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: 2,194 shares; 2024Q4: 2,041 shares; 2025Q1: 911 shares; 2025Q2: 822 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 927 shares 927 $40K <0.01% +136 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 319 shares; 2026Q1: 578 shares 578 $40K <0.01% +259 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $39.9K <0.01% new Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $39.9K <0.01% 0 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 643 shares; 2026Q1: 998 shares 998 $39.8K <0.01% +355 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,571 shares 1,571 $39.7K <0.01% new Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,033 shares; 2025Q1: 1,037 shares; 2025Q2: 1,041 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 774 shares 774 $39.6K <0.01% new Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 816 shares 816 $39.5K <0.01% +804 Timeline HERD 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 900 shares; 2026Q1: 863 shares 863 $39.5K <0.01% -37 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 283 shares; 2025Q4: 383 shares; 2026Q1: 760 shares 760 $39.5K <0.01% +377 Timeline KOMP 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: 105 shares; 2024Q4: 81 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 111 shares; 2025Q4: 674 shares; 2026Q1: 674 shares 674 $39.4K <0.01% 0 Timeline FCAL 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: 1,545 shares; 2024Q4: 1,465 shares; 2025Q1: 1,468 shares; 2025Q2: 1,472 shares; 2025Q3: 1,476 shares; 2025Q4: 902 shares; 2026Q1: 805 shares 805 $39.4K <0.01% -97 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 4,104 shares 4,104 $39.4K <0.01% +3,139 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 256 shares; 2026Q1: 756 shares 756 $39.4K <0.01% +500 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 3,086 shares 3,086 $39.3K <0.01% +2,884 Timeline DBEZ 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 712 shares 712 $39.2K <0.01% +549 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,147 shares; 2026Q1: 3,360 shares 3,360 $39.1K <0.01% +2,213 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 126 shares; 2025Q1: 161 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 228 shares; 2026Q1: 810 shares 810 $39.1K <0.01% +582 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 143 shares 143 $39.1K <0.01% +80 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 145 shares; 2025Q1: 140 shares; 2025Q2: 147 shares; 2025Q3: 156 shares; 2025Q4: 209 shares; 2026Q1: 189 shares 189 $39.1K <0.01% -20 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 894 shares; 2026Q1: 1,094 shares 1,094 $38.9K <0.01% +200 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 1,849 shares; 2025Q1: 1,945 shares; 2025Q2: 1,254 shares; 2025Q3: 1,249 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $38.9K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 259 shares; 2025Q3: 146 shares; 2025Q4: 151 shares; 2026Q1: 1,066 shares 1,066 $38.8K <0.01% +915 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,130 shares; 2026Q1: 1,325 shares 1,325 $38.8K <0.01% +195 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 900 shares; 2025Q1: 800 shares; 2025Q2: 517 shares; 2025Q3: 500 shares; 2025Q4: 907 shares; 2026Q1: 1,437 shares 1,437 $38.8K <0.01% +530 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,027 shares; 2025Q1: 3,351 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 1,082 shares; 2026Q1: 1,065 shares 1,065 $38.6K <0.01% -17 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 120 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 31 shares; 2026Q1: 36 shares 36 $38.6K <0.01% +5 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,873 shares; 2025Q1: 2,902 shares; 2025Q2: 2,951 shares; 2025Q3: 2,989 shares; 2025Q4: 1,075 shares; 2026Q1: 1,702 shares 1,702 $38.5K <0.01% +627 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: 34 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 231 shares 231 $38.4K <0.01% +190 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 110 shares; 2026Q1: 118 shares 118 $38.4K <0.01% +8 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $38.3K <0.01% new Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 200 shares; 2026Q1: 733 shares 733 $38.3K <0.01% +533 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 391 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 261 shares; 2026Q1: 264 shares 264 $38.2K <0.01% +3 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & 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: 4,500 shares 4,500 $38.1K <0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,361 shares; 2025Q1: 2,290 shares; 2025Q2: 39 shares; 2025Q3: 70 shares; 2025Q4: 81 shares; 2026Q1: 135 shares 135 $38K <0.01% +54 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,736 shares; 2025Q3: 592 shares; 2025Q4: 786 shares; 2026Q1: 1,050 shares 1,050 $38K <0.01% +264 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 129 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 214 shares; 2025Q4: 273 shares; 2026Q1: 582 shares 582 $38K <0.01% +309 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 240 shares; 2025Q1: 253 shares; 2025Q2: 267 shares; 2025Q3: 307 shares; 2025Q4: 244 shares; 2026Q1: 240 shares 240 $38K <0.01% -4 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 228 shares; 2025Q1: 289 shares; 2025Q2: 253 shares; 2025Q3: 245 shares; 2025Q4: 314 shares; 2026Q1: 548 shares 548 $37.9K <0.01% +234 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: 1,192 shares; 2024Q4: 1,208 shares; 2025Q1: 1,229 shares; 2025Q2: 1,250 shares; 2025Q3: 1,270 shares; 2025Q4: 1,284 shares; 2026Q1: 1,405 shares 1,405 $37.9K <0.01% +121 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 39 shares; 2025Q3: 40 shares; 2025Q4: 93 shares; 2026Q1: 181 shares 181 $37.8K <0.01% +88 Timeline GLOF 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: 724 shares 724 $37.7K <0.01% new Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 6,476 shares; 2025Q2: not reported; 2025Q3: 21,034 shares; 2025Q4: 945 shares; 2026Q1: 1,400 shares 1,400 $37.7K <0.01% +455 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 471 shares; 2025Q3: 300 shares; 2025Q4: 1,861 shares; 2026Q1: 2,904 shares 2,904 $37.6K <0.01% +1,043 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,320 shares; 2025Q2: 7,012 shares; 2025Q3: 7,012 shares; 2025Q4: 3,413 shares; 2026Q1: 1,715 shares 1,715 $37.6K <0.01% -1,698 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,240 shares; 2025Q4: 1,140 shares; 2026Q1: 1,045 shares 1,045 $37.5K <0.01% -95 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 91 shares; 2025Q1: 101 shares; 2025Q2: 76 shares; 2025Q3: 64 shares; 2025Q4: 223 shares; 2026Q1: 524 shares 524 $37.5K <0.01% +301 Timeline