UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 3,506 shares; 2025Q1: 4,319 shares; 2025Q2: 4,319 shares; 2025Q3: 5,467 shares; 2025Q4: 5,443 shares; 2026Q1: 6,465 shares 6,465 $37.4K <0.01% +1,022 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 22 shares; 2025Q3: 140 shares; 2025Q4: 378 shares; 2026Q1: 392 shares 392 $37.4K <0.01% +14 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares 2,750 $37.3K <0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,013 shares; 2025Q2: 649 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,403 shares 1,403 $37.2K <0.01% +122 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,854 shares; 2024Q4: 13,255 shares; 2025Q1: 13,255 shares; 2025Q2: 1,860 shares; 2025Q3: 2,011 shares; 2025Q4: 2,397 shares; 2026Q1: 6,169 shares 6,169 $37.2K <0.01% +3,772 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176 $37.1K <0.01% new Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $37.1K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 96 shares; 2025Q3: 103 shares; 2025Q4: 96 shares; 2026Q1: 491 shares 491 $37K <0.01% +395 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 137 shares; 2025Q4: 140 shares; 2026Q1: 526 shares 526 $37K <0.01% +386 Timeline BMAY 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: 4,294 shares; 2024Q4: 4,294 shares; 2025Q1: 4,294 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $37K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,081 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares 2,183 $36.9K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,403 shares; 2025Q3: 932 shares; 2025Q4: 549 shares; 2026Q1: 942 shares 942 $36.7K <0.01% +393 Timeline NECB NORTHEAST CMNTY BANCORP INC More: the full row for NORTHEAST CMNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 725 shares; 2025Q4: 1,522 shares; 2026Q1: 1,539 shares 1,539 $36.6K <0.01% +17 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 377 shares; 2025Q1: 919 shares; 2025Q2: 543 shares; 2025Q3: 568 shares; 2025Q4: 636 shares; 2026Q1: 617 shares 617 $36.6K <0.01% -19 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 92 shares; 2026Q1: 423 shares 423 $36.6K <0.01% +331 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 124 shares 124 $36.4K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 106 shares 106 $36.3K <0.01% +100 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 70 shares; 2025Q4: 39 shares; 2026Q1: 462 shares 462 $36.3K <0.01% +423 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares 2,513 $36.2K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 520 shares; 2025Q1: 536 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 602 shares; 2026Q1: 625 shares 625 $36.1K <0.01% +23 Timeline AJUL 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $35.9K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 196 shares; 2025Q2: 277 shares; 2025Q3: 300 shares; 2025Q4: 97 shares; 2026Q1: 276 shares 276 $35.9K <0.01% +179 Timeline TDTT 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: 752 shares; 2024Q4: 1,023 shares; 2025Q1: 349 shares; 2025Q2: 495 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 1,479 shares 1,479 $35.9K <0.01% +1,142 Timeline BITO 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: 2,478 shares; 2024Q4: 2,944 shares; 2025Q1: 3,152 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 3,847 shares 3,847 $35.8K <0.01% +3,588 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 6,141 shares; 2025Q1: 6,081 shares; 2025Q2: 6,081 shares; 2025Q3: 6,102 shares; 2025Q4: 5,078 shares; 2026Q1: 6,058 shares 6,058 $35.8K <0.01% +980 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,784 shares; 2025Q1: 471 shares; 2025Q2: 106 shares; 2025Q3: 2,165 shares; 2025Q4: 110 shares; 2026Q1: 7,648 shares 7,648 $35.7K <0.01% +7,538 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 951 shares; 2025Q1: 942 shares; 2025Q2: 945 shares; 2025Q3: 699 shares; 2025Q4: 654 shares; 2026Q1: 1,372 shares 1,372 $35.7K <0.01% +718 Timeline AUMI THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares 369 $35.7K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 597 shares; 2025Q1: 548 shares; 2025Q2: 546 shares; 2025Q3: 585 shares; 2025Q4: 77 shares; 2026Q1: 146 shares 146 $35.6K <0.01% +69 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 312 shares; 2025Q2: 315 shares; 2025Q3: 453 shares; 2025Q4: 602 shares; 2026Q1: 1,183 shares 1,183 $35.5K <0.01% +581 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,469 shares; 2025Q1: 1,486 shares; 2025Q2: 377 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 360 shares 360 $35.5K <0.01% -4 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 169 shares; 2025Q1: 175 shares; 2025Q2: 159 shares; 2025Q3: 167 shares; 2025Q4: 119 shares; 2026Q1: 164 shares 164 $35.4K <0.01% +45 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $35.3K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares 792 $35.3K <0.01% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $35.1K <0.01% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612 $35.1K <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 262 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 3,527 shares 3,527 $35.1K <0.01% +3,277 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 126 shares; 2025Q1: 196 shares; 2025Q2: 460 shares; 2025Q3: 1,024 shares; 2025Q4: 987 shares; 2026Q1: 233 shares 233 $35.1K <0.01% -754 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 10,866 shares; 2025Q1: 10,866 shares; 2025Q2: 10,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,866 shares; 2026Q1: 10,865 shares 10,865 $35K <0.01% -1 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 211 shares; 2025Q3: 239 shares; 2025Q4: 254 shares; 2026Q1: 946 shares 946 $35K <0.01% +692 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 6,298 shares; 2025Q1: 6,342 shares; 2025Q2: 6,388 shares; 2025Q3: 6,429 shares; 2025Q4: 6,470 shares; 2026Q1: 6,520 shares 6,520 $34.9K <0.01% +50 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,161 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 3,408 shares; 2025Q4: 1,139 shares; 2026Q1: 1,228 shares 1,228 $34.9K <0.01% +89 Timeline PBE 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: 813 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 702 shares; 2025Q3: 696 shares; 2025Q4: 519 shares; 2026Q1: 441 shares 441 $34.9K <0.01% -78 Timeline JUCY 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: 805 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 1,571 shares 1,571 $34.8K <0.01% +1,130 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 144 shares; 2025Q1: 104 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 105 shares; 2026Q1: 438 shares 438 $34.7K <0.01% +333 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,428 shares; 2025Q1: 5,091 shares; 2025Q2: 5,112 shares; 2025Q3: 5,133 shares; 2025Q4: 5,161 shares; 2026Q1: 2,003 shares 2,003 $34.7K <0.01% -3,158 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 45 shares; 2025Q1: 57 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 54 shares; 2026Q1: 114 shares 114 $34.6K <0.01% +60 Timeline MAYT 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: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 712 shares; 2025Q2: 1,318 shares; 2025Q3: 1,483 shares; 2025Q4: 1,029 shares; 2026Q1: 936 shares 936 $34.6K <0.01% -93 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 341 shares; 2026Q1: 959 shares 959 $34.6K <0.01% +618 Timeline RDNT RADNET INC More: the full row for RADNET 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: 586 shares; 2026Q1: 619 shares 619 $34.6K <0.01% +33 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 2,600 shares 2,600 $34.6K <0.01% +2,100 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 777 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 528 shares 528 $34.4K <0.01% +95 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 570 shares; 2025Q1: 314 shares; 2025Q2: 274 shares; 2025Q3: 407 shares; 2025Q4: 344 shares; 2026Q1: 389 shares 389 $34.4K <0.01% +45 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 734 shares; 2026Q1: 1,624 shares 1,624 $34.3K <0.01% +890 Timeline BBH 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 182 shares 182 $34.2K <0.01% -13 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,000 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,132 shares; 2025Q4: 1,106 shares; 2026Q1: 830 shares 830 $34.1K <0.01% -276 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 420 shares; 2026Q1: 1,011 shares 1,011 $34.1K <0.01% +591 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 731 shares 731 $34K <0.01% +647 Timeline BBUS 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 289 shares 289 $33.9K <0.01% -50 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,495 shares; 2026Q1: 1,638 shares 1,638 $33.9K <0.01% +143 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,051 shares; 2025Q1: 4,128 shares; 2025Q2: 4,210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $33.9K <0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,740 shares; 2026Q1: 4,011 shares 4,011 $33.9K <0.01% +271 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,348 shares; 2025Q1: 6,348 shares; 2025Q2: 6,348 shares; 2025Q3: 6,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares 4,348 $33.7K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,909 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 2,071 shares; 2025Q4: 2,181 shares; 2026Q1: 3,624 shares 3,624 $33.6K <0.01% +1,443 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 929 shares; 2025Q2: 1,784 shares; 2025Q3: 1,381 shares; 2025Q4: 500 shares; 2026Q1: 875 shares 875 $33.6K <0.01% +375 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,334 shares; 2025Q1: 2,352 shares; 2025Q2: 137 shares; 2025Q3: 193 shares; 2025Q4: 200 shares; 2026Q1: 294 shares 294 $33.6K <0.01% +94 Timeline IBMQ 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: 2,138 shares; 2024Q4: 2,152 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 1,301 shares; 2025Q4: 1,309 shares; 2026Q1: 1,313 shares 1,313 $33.5K <0.01% +4 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075 $33.5K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 17 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 97 shares 97 $33.4K <0.01% +93 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 9,250 shares; 2025Q1: 9,139 shares; 2025Q2: 10,152 shares; 2025Q3: 9,753 shares; 2025Q4: 2,479 shares; 2026Q1: 7,165 shares 7,165 $33.2K <0.01% +4,686 Timeline AXGN AXOGEN INC More: the full row for AXOGEN 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: 1,000 shares 1,000 $33.1K <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 47 shares; 2026Q1: 209 shares 209 $33.1K <0.01% +162 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: 37 shares; 2025Q3: 194 shares; 2025Q4: 323 shares; 2026Q1: 306 shares 306 $33.1K <0.01% -17 Timeline FCFY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares 1,303 $33.1K <0.01% 0 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,101 shares; 2025Q1: 2,761 shares; 2025Q2: 2,832 shares; 2025Q3: 2,895 shares; 2025Q4: 740 shares; 2026Q1: 1,210 shares 1,210 $33K <0.01% +470 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 1,641 shares; 2026Q1: 1,641 shares 1,641 $33K <0.01% 0 Timeline GBUG 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: 726 shares 726 $33K <0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 946 shares 946 $33K <0.01% +902 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $32.9K <0.01% 0 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $32.8K <0.01% new Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 770 shares; 2025Q1: 705 shares; 2025Q2: 764 shares; 2025Q3: 768 shares; 2025Q4: 780 shares; 2026Q1: 884 shares 884 $32.8K <0.01% +104 Timeline EQIN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $32.7K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 246 shares; 2025Q1: 165 shares; 2025Q2: 100 shares; 2025Q3: 93 shares; 2025Q4: 504 shares; 2026Q1: 784 shares 784 $32.6K <0.01% +280 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 249 shares 249 $32.6K <0.01% +140 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 622 shares; 2025Q1: 634 shares; 2025Q2: 645 shares; 2025Q3: 657 shares; 2025Q4: 150 shares; 2026Q1: 2,584 shares 2,584 $32.6K <0.01% +2,434 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 216 shares; 2025Q4: 179 shares; 2026Q1: 441 shares 441 $32.6K <0.01% +262 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 157 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 915 shares; 2026Q1: 1,294 shares 1,294 $32.5K <0.01% +379 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $32.5K <0.01% 0 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 10,658 shares 10,658 $32.5K <0.01% +10,502 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares; 2026Q1: 242 shares 242 $32.4K <0.01% +100 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,703 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 2,183 shares 2,183 $32.4K <0.01% +600 Timeline FDTS 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $32.4K <0.01% 0 Timeline TPSC 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: 1,155 shares; 2024Q4: 1,840 shares; 2025Q1: 1,829 shares; 2025Q2: 1,447 shares; 2025Q3: 1,416 shares; 2025Q4: 1,006 shares; 2026Q1: 765 shares 765 $32.4K <0.01% -241 Timeline JANZ 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: 936 shares; 2025Q4: 936 shares; 2026Q1: 879 shares 879 $32.3K <0.01% -57 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,218 shares; 2025Q1: 1,497 shares; 2025Q2: 303 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 1,039 shares 1,039 $32.2K <0.01% +735 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 349 shares; 2025Q4: 440 shares; 2026Q1: 589 shares 589 $32.2K <0.01% +149 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 108 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 268 shares 268 $32.2K <0.01% +204 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $32.2K <0.01% 0 Timeline KSEP 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: 6,848 shares; 2024Q4: 7,637 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 8,319 shares; 2025Q4: 1,537 shares; 2026Q1: 1,137 shares 1,137 $32.1K <0.01% -400 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 182 shares; 2025Q4: 185 shares; 2026Q1: 511 shares 511 $32K <0.01% +326 Timeline SOCL 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: 733 shares; 2024Q4: 733 shares; 2025Q1: 746 shares; 2025Q2: 733 shares; 2025Q3: 633 shares; 2025Q4: 539 shares; 2026Q1: 739 shares 739 $32K <0.01% +200 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 725 shares; 2025Q4: 592 shares; 2026Q1: 2,200 shares 2,200 $32K <0.01% +1,608 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $32K <0.01% 0 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $31.9K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,612 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 4,268 shares; 2025Q4: 3,812 shares; 2026Q1: 4,531 shares 4,531 $31.9K <0.01% +719 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 214 shares; 2025Q1: 155 shares; 2025Q2: 23 shares; 2025Q3: 125 shares; 2025Q4: 411 shares; 2026Q1: 1,418 shares 1,418 $31.9K <0.01% +1,007 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $31.9K <0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 765 shares; 2026Q1: 870 shares 870 $31.8K <0.01% +105 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 918 shares; 2025Q4: 730 shares; 2026Q1: 1,361 shares 1,361 $31.8K <0.01% +631 Timeline UPSD 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: 1,244 shares 1,244 $31.7K <0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,536 shares; 2025Q1: 1,736 shares; 2025Q2: 1,340 shares; 2025Q3: 1,592 shares; 2025Q4: 2,272 shares; 2026Q1: 4,947 shares 4,947 $31.6K <0.01% +2,675 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 866 shares 866 $31.5K <0.01% -589 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 709 shares 709 $31.5K <0.01% -231 Timeline KBWD 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: 1,074 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,500 shares 2,500 $31.4K <0.01% +500 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 380 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 995 shares; 2026Q1: 995 shares 995 $31.3K <0.01% 0 Timeline NTGR NETGEAR INC More: the full row for NETGEAR 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: 187 shares; 2025Q4: 187 shares; 2026Q1: 1,421 shares 1,421 $31K <0.01% +1,234 Timeline RBLD 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $30.8K <0.01% 0 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 1,344 shares 1,344 $30.8K <0.01% +1,200 Timeline PMAU 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: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,197 shares 1,197 $30.7K <0.01% +166 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 300 shares; 2026Q1: 315 shares 315 $30.7K <0.01% +15 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 6,046 shares; 2025Q1: 4,540 shares; 2025Q2: 2,521 shares; 2025Q3: 1,764 shares; 2025Q4: 937 shares; 2026Q1: 967 shares 967 $30.7K <0.01% +30 Timeline PMSE 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $30.6K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 99 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 247 shares; 2026Q1: 204 shares 204 $30.6K <0.01% -43 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 551 shares 551 $30.5K <0.01% +200 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 193 shares; 2025Q3: 209 shares; 2025Q4: 215 shares; 2026Q1: 247 shares 247 $30.5K <0.01% +32 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $30.4K <0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $30.4K <0.01% 0 Timeline SUSL 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: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $30.3K <0.01% 0 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,609 shares 4,609 $30.3K <0.01% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares 2,753 $30.3K <0.01% new Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares 1,011 $30.2K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 12 shares; 2025Q3: 110 shares; 2025Q4: 149 shares; 2026Q1: 103 shares 103 $30.2K <0.01% -46 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 600 shares 600 $30.1K <0.01% +100 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 2,397 shares; 2025Q3: 39 shares; 2025Q4: 56 shares; 2026Q1: 100 shares 100 $30.1K <0.01% +44 Timeline RMTI ROCKWELL MED INC More: the full row for ROCKWELL MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,674 shares 33,674 $30.1K <0.01% new Timeline GHYB 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: 342 shares; 2024Q4: 499 shares; 2025Q1: 324 shares; 2025Q2: 832 shares; 2025Q3: 629 shares; 2025Q4: 778 shares; 2026Q1: 672 shares 672 $30K <0.01% -106 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 2,142 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 2,908 shares 2,908 $30K <0.01% +1,500 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 4 shares; 2026Q1: 224 shares 224 $30K <0.01% +220 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $29.9K <0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 395 shares; 2025Q3: 995 shares; 2025Q4: 1,736 shares; 2026Q1: 1,639 shares 1,639 $29.9K <0.01% -97 Timeline LAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,989 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $29.8K <0.01% 0 Timeline IMAY 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: 48,715 shares; 2025Q3: 2,112 shares; 2025Q4: 989 shares; 2026Q1: 989 shares 989 $29.8K <0.01% 0 Timeline CEMB 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: 598 shares; 2024Q4: 638 shares; 2025Q1: 653 shares; 2025Q2: 651 shares; 2025Q3: 617 shares; 2025Q4: 652 shares; 2026Q1: 658 shares 658 $29.8K <0.01% +6 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 771 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 818 shares 818 $29.8K <0.01% +31 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,375 shares; 2026Q1: 392 shares 392 $29.7K <0.01% -983 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 432 shares; 2025Q4: 435 shares; 2026Q1: 429 shares 429 $29.6K <0.01% -6 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,379 shares 1,379 $29.5K <0.01% +66 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 547 shares; 2025Q1: 706 shares; 2025Q2: 768 shares; 2025Q3: 835 shares; 2025Q4: 955 shares; 2026Q1: 1,073 shares 1,073 $29.4K <0.01% +118 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 86 shares 86 $29.4K <0.01% +53 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 686 shares 686 $29.4K <0.01% new Timeline DDTD 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: 1,570 shares; 2026Q1: 1,570 shares 1,570 $29.3K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 465 shares; 2025Q2: 391 shares; 2025Q3: 411 shares; 2025Q4: 413 shares; 2026Q1: 706 shares 706 $29.2K <0.01% +293 Timeline SPBO 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $29K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 132 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 687 shares 687 $29K <0.01% +605 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 515 shares 515 $28.9K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 111 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 205 shares; 2025Q4: 203 shares; 2026Q1: 372 shares 372 $28.8K <0.01% +169 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 20 shares; 2025Q4: 26 shares; 2026Q1: 99 shares 99 $28.8K <0.01% +73 Timeline FTXH 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 836 shares 836 $28.7K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 327 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 45 shares; 2026Q1: 766 shares 766 $28.7K <0.01% +721 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 980 shares; 2025Q1: 713 shares; 2025Q2: 1,113 shares; 2025Q3: 1,131 shares; 2025Q4: 731 shares; 2026Q1: 865 shares 865 $28.7K <0.01% +134 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 399 shares; 2025Q3: 106 shares; 2025Q4: 329 shares; 2026Q1: 1,022 shares 1,022 $28.6K <0.01% +693 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453 shares 453 $28.6K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 103 shares; 2025Q2: 121 shares; 2025Q3: 139 shares; 2025Q4: 183 shares; 2026Q1: 267 shares 267 $28.5K <0.01% +84 Timeline EMNT 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: 652 shares; 2024Q4: 529 shares; 2025Q1: 482 shares; 2025Q2: 548 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 288 shares 288 $28.5K <0.01% -323 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 677 shares; 2026Q1: 2,814 shares 2,814 $28.4K <0.01% +2,137 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 1,726 shares 1,726 $28.4K <0.01% new Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,709 shares 1,709 $28.4K <0.01% new Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 5 shares; 2025Q1: 605 shares; 2025Q2: 600 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 674 shares 674 $28.4K <0.01% +435 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares 866 $28.3K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 812 shares; 2025Q1: 871 shares; 2025Q2: 926 shares; 2025Q3: 1,150 shares; 2025Q4: 1,060 shares; 2026Q1: 1,545 shares 1,545 $28.3K <0.01% +485 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 684 shares 684 $28.3K <0.01% +404 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 819 shares; 2025Q1: 823 shares; 2025Q2: 828 shares; 2025Q3: 832 shares; 2025Q4: 776 shares; 2026Q1: 855 shares 855 $28.2K <0.01% +79 Timeline JULU 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: 986 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $28.1K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 8,754 shares; 2025Q1: 7,585 shares; 2025Q2: 2,161 shares; 2025Q3: 2,085 shares; 2025Q4: 1,668 shares; 2026Q1: 4,240 shares 4,240 $28.1K <0.01% +2,572 Timeline COWS 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: 2,200 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 849 shares 849 $28K <0.01% -736 Timeline SMMD 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: 550 shares; 2024Q4: 552 shares; 2025Q1: 553 shares; 2025Q2: 386 shares; 2025Q3: 387 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $28K <0.01% 0 Timeline CZA 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: 1,556 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 292 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $28K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 103 shares; 2025Q1: 260 shares; 2025Q2: 149 shares; 2025Q3: 116 shares; 2025Q4: 90 shares; 2026Q1: 355 shares 355 $28K <0.01% +265 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 110 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 192 shares; 2025Q4: 236 shares; 2026Q1: 302 shares 302 $27.9K <0.01% +66 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 955 shares; 2025Q1: 576 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 113 shares; 2026Q1: 659 shares 659 $27.8K <0.01% +546 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $27.8K <0.01% new Timeline EWP 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: 511 shares 511 $27.8K <0.01% new Timeline DDTM 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: 1,491 shares 1,491 $27.7K <0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 481 shares; 2025Q1: 491 shares; 2025Q2: 489 shares; 2025Q3: 475 shares; 2025Q4: 463 shares; 2026Q1: 95 shares 95 $27.7K <0.01% -368 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES 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: 300 shares 300 $27.6K <0.01% new Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 832 shares 832 $27.6K <0.01% +685 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 744 shares 744 $27.5K <0.01% new Timeline CBLL CERIBELL INC More: the full row for CERIBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $27.5K <0.01% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $27.5K <0.01% new Timeline XITK 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: 167 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $27.4K <0.01% 0 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 2,464 shares; 2025Q1: 2,326 shares; 2025Q2: 1,588 shares; 2025Q3: 1,626 shares; 2025Q4: 816 shares; 2026Q1: 742 shares 742 $27.3K <0.01% -74 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 531 shares; 2025Q3: 686 shares; 2025Q4: 165 shares; 2026Q1: 210 shares 210 $27.2K <0.01% +45 Timeline RIGS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $27.2K <0.01% new Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347 $27.2K <0.01% 0 Timeline RVNU 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: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 1,101 shares 1,101 $27.1K <0.01% +200 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512 shares; 2025Q4: 509 shares; 2026Q1: 436 shares 436 $27.1K <0.01% -73 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,899 shares; 2025Q1: 1,890 shares; 2025Q2: 1,735 shares; 2025Q3: 2,688 shares; 2025Q4: 2,525 shares; 2026Q1: 4,523 shares 4,523 $27.1K <0.01% +1,998 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 216 shares; 2025Q4: 176 shares; 2026Q1: 297 shares 297 $26.9K <0.01% +121 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN 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: 753 shares; 2025Q4: 754 shares; 2026Q1: 738 shares 738 $26.9K <0.01% -16 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 706 shares; 2025Q1: 14 shares; 2025Q2: 7 shares; 2025Q3: 201 shares; 2025Q4: 701 shares; 2026Q1: 2,505 shares 2,505 $26.9K <0.01% +1,804 Timeline ZBIO ZENAS BIOPHARMA INC More: the full row for ZENAS BIOPHARMA 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: 1,370 shares 1,370 $26.8K <0.01% new Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $26.7K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,336 shares 2,336 $26.7K <0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 63 shares; 2025Q1: 36 shares; 2025Q2: 39 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 44 shares 44 $26.6K <0.01% +3 Timeline CEW 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: 1,400 shares 1,400 $26.6K <0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,625 shares; 2025Q1: 2,438 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 680 shares; 2026Q1: 3,816 shares 3,816 $26.5K <0.01% +3,136 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 2,262 shares; 2025Q1: 2,450 shares; 2025Q2: 2,455 shares; 2025Q3: 1,730 shares; 2025Q4: 1,492 shares; 2026Q1: 1,243 shares 1,243 $26.5K <0.01% -249 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 2,023 shares 2,023 $26.5K <0.01% +2,018 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 917 shares; 2025Q1: 1,000 shares; 2025Q2: 965 shares; 2025Q3: 419 shares; 2025Q4: 414 shares; 2026Q1: 1,267 shares 1,267 $26.5K <0.01% +853 Timeline HYGH 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 377 shares; 2025Q2: 411 shares; 2025Q3: 379 shares; 2025Q4: 358 shares; 2026Q1: 308 shares 308 $26.4K <0.01% -50 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 987 shares 987 $26.3K <0.01% +133 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 1,125 shares 1,125 $26.3K <0.01% -923 Timeline KORP 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: 1,387 shares; 2025Q2: 4,192 shares; 2025Q3: 2,590 shares; 2025Q4: 2,600 shares; 2026Q1: 562 shares 562 $26.2K <0.01% -2,038 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $26.1K <0.01% 0 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 800 shares 800 $26.1K <0.01% new Timeline EELV 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: 841 shares; 2024Q4: 833 shares; 2025Q1: 1,083 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 777 shares; 2026Q1: 929 shares 929 $26.1K <0.01% +152 Timeline ACKY 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: not reported; 2026Q1: 1,500 shares 1,500 $26.1K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 1,734 shares; 2025Q4: 1,004 shares; 2026Q1: 1,531 shares 1,531 $25.9K <0.01% +527 Timeline BUZZ 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $25.9K <0.01% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 465 shares; 2025Q1: 469 shares; 2025Q2: 473 shares; 2025Q3: 478 shares; 2025Q4: 482 shares; 2026Q1: 638 shares 638 $25.8K <0.01% +156 Timeline IETC 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 shares; 2024Q4: 1 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 291 shares; 2026Q1: 290 shares 290 $25.7K <0.01% -1 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 125 shares; 2025Q2: 131 shares; 2025Q3: 136 shares; 2025Q4: 148 shares; 2026Q1: 211 shares 211 $25.6K <0.01% +63 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 230 shares; 2025Q1: 180 shares; 2025Q2: 176 shares; 2025Q3: 190 shares; 2025Q4: 213 shares; 2026Q1: 375 shares 375 $25.6K <0.01% +162 Timeline HUBG HUB GROUP INC More: the full row for HUB 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: 710 shares 710 $25.6K <0.01% new Timeline AGQI 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: not reported; 2026Q1: 1,500 shares 1,500 $25.6K <0.01% new Timeline ARKX 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: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 870 shares 870 $25.5K <0.01% -375 Timeline VIOG 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: 218 shares; 2024Q4: 251 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $25.5K <0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 174 shares; 2025Q2: 170 shares; 2025Q3: 210 shares; 2025Q4: 239 shares; 2026Q1: 238 shares 238 $25.5K <0.01% -1 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 241 shares; 2025Q1: 246 shares; 2025Q2: 251 shares; 2025Q3: 255 shares; 2025Q4: 260 shares; 2026Q1: 554 shares 554 $25.4K <0.01% +294 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,487 shares; 2025Q1: 1,498 shares; 2025Q2: 1,517 shares; 2025Q3: 2,224 shares; 2025Q4: 2,197 shares; 2026Q1: 2,207 shares 2,207 $25.4K <0.01% +10 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 339 shares; 2025Q1: 312 shares; 2025Q2: 251 shares; 2025Q3: 337 shares; 2025Q4: 334 shares; 2026Q1: 960 shares 960 $25.4K <0.01% +626 Timeline ERTH 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 535 shares 535 $25.4K <0.01% +100 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $25.3K <0.01% 0 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares 1,015 $25.2K <0.01% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 220 shares 220 $25.2K <0.01% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $25.2K <0.01% new Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares 1,467 $25.2K <0.01% 0 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 562 shares; 2026Q1: 314 shares 314 $25.1K <0.01% -248 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 1,007 shares 1,007 $25.1K <0.01% new Timeline BTCS BTCS INC More: the full row for BTCS 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: 1,000 shares; 2026Q1: 18,000 shares 18,000 $25K <0.01% +17,000 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 448 shares 448 $25K <0.01% +109 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P 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: 1,400 shares 1,400 $25K <0.01% +1,300 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 551 shares; 2025Q4: 472 shares; 2026Q1: 496 shares 496 $25K <0.01% +24 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $24.9K <0.01% new Timeline COPP 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: 697 shares 697 $24.9K <0.01% new Timeline ONEV 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 185 shares 185 $24.8K <0.01% +183 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 54 shares; 2026Q1: 252 shares 252 $24.8K <0.01% +198 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 271 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 266 shares; 2026Q1: 267 shares 267 $24.8K <0.01% +1 Timeline BJAN 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: 10,188 shares; 2024Q4: 10,066 shares; 2025Q1: 10,276 shares; 2025Q2: 10,265 shares; 2025Q3: 10,189 shares; 2025Q4: 530 shares; 2026Q1: 463 shares 463 $24.7K <0.01% -67 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: 13,063 shares; 2026Q1: 976 shares 976 $24.7K <0.01% -12,087 Timeline IPAY 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: 575 shares 575 $24.6K <0.01% new Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $24.6K <0.01% 0 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458 shares 458 $24.6K <0.01% new Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $24.6K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 178 shares 178 $24.5K <0.01% new Timeline TDTF 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: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,016 shares 1,016 $24.5K <0.01% -320 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $24.4K <0.01% new Timeline PIO 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 561 shares 561 $24.4K <0.01% +135 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares 374 $24.3K <0.01% new Timeline TDSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: 929 shares; 2025Q4: 934 shares; 2026Q1: 936 shares 936 $24.3K <0.01% +2 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 393 shares; 2025Q4: 485 shares; 2026Q1: 660 shares 660 $24.3K <0.01% +175 Timeline AIR AAR CORP More: the full row for AAR 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: 222 shares 222 $24.3K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 48 shares; 2026Q1: 422 shares 422 $24.3K <0.01% +374 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $24.3K <0.01% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $24.1K <0.01% 0 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 263 shares 263 $24.1K <0.01% +155 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC 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: not reported; 2025Q4: 500 shares; 2026Q1: 505 shares 505 $24K <0.01% +5 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520 shares 520 $24K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 652 shares 652 $24K <0.01% +470 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,597 shares; 2025Q1: 2,941 shares; 2025Q2: 352 shares; 2025Q3: 315 shares; 2025Q4: 319 shares; 2026Q1: 481 shares 481 $23.9K <0.01% +162 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 1,907 shares; 2026Q1: 3,290 shares 3,290 $23.9K <0.01% +1,383 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 313 shares; 2026Q1: 314 shares 314 $23.8K <0.01% +1 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 538 shares; 2025Q1: 527 shares; 2025Q2: 531 shares; 2025Q3: 530 shares; 2025Q4: 559 shares; 2026Q1: 458 shares 458 $23.8K <0.01% -101 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $23.7K <0.01% new Timeline EIDO 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: 706 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,497 shares 1,497 $23.6K <0.01% +392 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,199 shares; 2025Q4: 1,261 shares; 2026Q1: 1,303 shares 1,303 $23.6K <0.01% +42 Timeline GEF GREIF INC More: the full row for GREIF 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: 105 shares; 2025Q4: 111 shares; 2026Q1: 351 shares 351 $23.5K <0.01% +240 Timeline HENNESSY SUSTAINABLE ETF HENNESSY SUSTAINABLE ETF More: the full row for HENNESSY SUSTAINABLE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 692 shares 692 $23.5K <0.01% new TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares 711 $23.5K <0.01% new Timeline EWQ 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: 541 shares 541 $23.5K <0.01% new Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 686 shares 686 $23.5K <0.01% +586 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $23.5K <0.01% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's 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 $23.4K <0.01% new Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 1,734 shares 1,734 $23.4K <0.01% +1,713 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 875 shares 875 $23.4K <0.01% new Timeline AIFD TCW ETF TRUST More: the full row for TCW 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: 71 shares; 2025Q4: 606 shares; 2026Q1: 606 shares 606 $23.4K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 500 shares 500 $23.4K <0.01% +300 Timeline AFEM 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 120 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $23.3K <0.01% 0 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $23.3K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 279 shares; 2025Q3: 31 shares; 2025Q4: 2 shares; 2026Q1: 892 shares 892 $23.3K <0.01% +890 Timeline ARGT 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 179 shares; 2026Q1: 248 shares 248 $23.2K <0.01% +69 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,186 shares 4,186 $23.2K <0.01% new Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 907 shares 907 $23.2K <0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 107 shares; 2025Q1: 169 shares; 2025Q2: 166 shares; 2025Q3: 117 shares; 2025Q4: 95 shares; 2026Q1: 297 shares 297 $23.2K <0.01% +202 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 56 shares; 2025Q1: 50 shares; 2025Q2: 468 shares; 2025Q3: 89 shares; 2025Q4: 141 shares; 2026Q1: 121 shares 121 $23.1K <0.01% -20 Timeline SDG 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: 452 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares 275 $23.1K <0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 957 shares; 2025Q1: 566 shares; 2025Q2: 459 shares; 2025Q3: 764 shares; 2025Q4: 622 shares; 2026Q1: 1,050 shares 1,050 $23K <0.01% +428 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 821 shares; 2026Q1: 1,266 shares 1,266 $23K <0.01% +445 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE 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: 189 shares 189 $22.9K <0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,481 shares; 2025Q1: 2,498 shares; 2025Q2: 2,517 shares; 2025Q3: 2,162 shares; 2025Q4: 1,259 shares; 2026Q1: 1,920 shares 1,920 $22.9K <0.01% +661 Timeline PXH 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: 362 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 849 shares 849 $22.8K <0.01% +460 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $22.8K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 53 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $22.8K <0.01% new Timeline JMTG 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: 446 shares 446 $22.8K <0.01% new Timeline GIGB 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: 3,263 shares; 2024Q4: 178 shares; 2025Q1: 91 shares; 2025Q2: 281 shares; 2025Q3: 204 shares; 2025Q4: 258 shares; 2026Q1: 497 shares 497 $22.8K <0.01% +239 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $22.7K <0.01% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 811 shares; 2025Q4: 825 shares; 2026Q1: 885 shares 885 $22.6K <0.01% +60 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $22.6K <0.01% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 622 shares 622 $22.6K <0.01% -67 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 9 shares; 2025Q1: 20 shares; 2025Q2: 2,941 shares; 2025Q3: 94 shares; 2025Q4: 72 shares; 2026Q1: 91 shares 91 $22.6K <0.01% +19 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $22.6K <0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 247 shares 247 $22.5K <0.01% +113 Timeline ACII 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: 893 shares 893 $22.4K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 242 shares; 2025Q2: 237 shares; 2025Q3: 231 shares; 2025Q4: 217 shares; 2026Q1: 220 shares 220 $22.3K <0.01% +3 Timeline PBJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 455 shares 455 $22.3K <0.01% +30 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 3,434 shares 3,434 $22.3K <0.01% +3,375 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 859 shares 859 $22.2K <0.01% +124 Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035 $22.2K <0.01% new Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 803 shares 803 $22.2K <0.01% +800 Timeline RUSC 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: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 690 shares 690 $22.1K <0.01% +516 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,744 shares 1,744 $22.1K <0.01% new Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $22K <0.01% new Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 234 shares 234 $22K <0.01% +182 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares 808 $22K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 517 shares; 2025Q1: 544 shares; 2025Q2: 583 shares; 2025Q3: 617 shares; 2025Q4: 620 shares; 2026Q1: 592 shares 592 $22K <0.01% -28 Timeline FDMO 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 274 shares 274 $21.9K <0.01% +237 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 68 shares; 2025Q1: 65 shares; 2025Q2: 67 shares; 2025Q3: 120 shares; 2025Q4: 112 shares; 2026Q1: 670 shares 670 $21.9K <0.01% +558 Timeline IDHQ 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: 388 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $21.8K <0.01% 0 Timeline SPDV 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: 17,803 shares; 2024Q4: 11,079 shares; 2025Q1: 9,808 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 586 shares 586 $21.8K <0.01% +165 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $21.8K <0.01% new Timeline XES 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: 767 shares; 2024Q4: 728 shares; 2025Q1: 763 shares; 2025Q2: 768 shares; 2025Q3: 621 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $21.8K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 359 shares; 2025Q1: 351 shares; 2025Q2: 382 shares; 2025Q3: 408 shares; 2025Q4: 420 shares; 2026Q1: 488 shares 488 $21.7K <0.01% +68 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares 843 $21.6K <0.01% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $21.6K <0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 4,545 shares; 2025Q1: 3,500 shares; 2025Q2: 2,465 shares; 2025Q3: 3,500 shares; 2025Q4: 2,465 shares; 2026Q1: 3,857 shares 3,857 $21.6K <0.01% +1,392 Timeline AVSD 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: 865 shares; 2025Q4: 865 shares; 2026Q1: 293 shares 293 $21.6K <0.01% -572 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 296 shares 296 $21.6K <0.01% +211 Timeline TRUESHARES STRUCTURED OUTCO… TRUESHARES STRUCTURED OUTCOME (JU… More: the full row for TRUESHARES STRUCTURED OUTCOME (JUNE) ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $21.6K <0.01% new NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,445 shares 1,445 $21.5K <0.01% -80 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 542 shares 542 $21.5K <0.01% +439 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 62 shares; 2025Q4: 258 shares; 2026Q1: 778 shares 778 $21.4K <0.01% +520 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 650 shares; 2025Q2: 745 shares; 2025Q3: 795 shares; 2025Q4: 797 shares; 2026Q1: 1,734 shares 1,734 $21.4K <0.01% +937 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 111 shares; 2026Q1: 566 shares 566 $21.4K <0.01% +455 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares 951 $21.4K <0.01% new Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares 628 $21.4K <0.01% new Timeline SOYB TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,643 shares; 2026Q1: 873 shares 873 $21.3K <0.01% -770 Timeline EART GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 713 shares 713 $21.3K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 981 shares 981 $21.3K <0.01% +880 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,729 shares 3,729 $21.3K <0.01% new Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 854 shares 854 $21.3K <0.01% new Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 13,165 shares; 2025Q1: 13,165 shares; 2025Q2: 13,165 shares; 2025Q3: 13,165 shares; 2025Q4: 14,247 shares; 2026Q1: 14,247 shares 14,247 $21.2K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 80 shares; 2025Q1: 83 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 55 shares; 2026Q1: 74 shares 74 $21.2K <0.01% +19 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 4 shares; 2026Q1: 504 shares 504 $21.2K <0.01% +500 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 1,999 shares; 2026Q1: 1,152 shares 1,152 $21.2K <0.01% -847 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,096 shares 5,096 $21.1K <0.01% new Timeline BBCA 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: 56 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 175 shares; 2026Q1: 224 shares 224 $21.1K <0.01% +49 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 319 shares 319 $21.1K <0.01% +1 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 442 shares; 2026Q1: 297 shares 297 $21.1K <0.01% -145 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 769 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 769 shares 769 $21K <0.01% +319 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 56 shares; 2025Q2: 50 shares; 2025Q3: 52 shares; 2025Q4: 51 shares; 2026Q1: 122 shares 122 $21K <0.01% +71 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 64 shares; 2025Q1: 48 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 51 shares; 2026Q1: 124 shares 124 $20.9K <0.01% +73 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 150 shares 150 $20.9K <0.01% -58 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,909 shares 1,909 $20.9K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 524 shares 524 $20.9K <0.01% new Timeline IAI 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: 392 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 127 shares 127 $20.9K <0.01% +10 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY 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: 798 shares 798 $20.9K <0.01% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 934 shares 934 $20.8K <0.01% +637 Timeline SHE 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 357 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $20.7K <0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 493 shares; 2025Q1: 498 shares; 2025Q2: 507 shares; 2025Q3: 515 shares; 2025Q4: 480 shares; 2026Q1: 856 shares 856 $20.7K <0.01% +376 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $20.6K <0.01% 0 Timeline ZJUN 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: 20,784 shares; 2025Q3: 20,784 shares; 2025Q4: 4,990 shares; 2026Q1: 766 shares 766 $20.6K <0.01% -4,224 Timeline MRGR 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: 29,758 shares; 2025Q4: 29,435 shares; 2026Q1: 457 shares 457 $20.6K <0.01% -28,978 Timeline XDSQ 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: 518 shares 518 $20.5K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 56 shares; 2025Q4: 67 shares; 2026Q1: 427 shares 427 $20.5K <0.01% +360 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162 $20.4K <0.01% new Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $20.4K <0.01% new Timeline VVX V2X INC More: the full row for V2X 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: 297 shares 297 $20.3K <0.01% new Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $20.3K <0.01% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 2 shares; 2025Q4: 1,844 shares; 2026Q1: 253 shares 253 $20.3K <0.01% -1,591 Timeline EFNL 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: 412 shares 412 $20.2K <0.01% new Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE 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: 1,408 shares 1,408 $20.2K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,736 shares; 2025Q1: 1,741 shares; 2025Q2: 1,539 shares; 2025Q3: 2,438 shares; 2025Q4: 2,162 shares; 2026Q1: 4,376 shares 4,376 $20.1K <0.01% +2,214 Timeline TXO TXO PARTNERS LP More: the full row for TXO 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: 1,600 shares 1,600 $20.1K <0.01% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088 $20.1K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 143 shares; 2025Q1: 153 shares; 2025Q2: 157 shares; 2025Q3: 392 shares; 2025Q4: 410 shares; 2026Q1: 377 shares 377 $20.1K <0.01% -33 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 600 shares; 2025Q2: 634 shares; 2025Q3: 547 shares; 2025Q4: 570 shares; 2026Q1: 537 shares 537 $20.1K <0.01% -33 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 184 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 165 shares; 2025Q4: 149 shares; 2026Q1: 401 shares 401 $20K <0.01% +252 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 3 shares; 2025Q4: 22 shares; 2026Q1: 25 shares 25 $20K <0.01% +3 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 354 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 440 shares; 2025Q4: 342 shares; 2026Q1: 223 shares 223 $20K <0.01% -119 Timeline OILK 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: 2,291 shares; 2024Q4: 2,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370 $20K <0.01% new Timeline VBCF VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $20K <0.01% new Timeline VBCG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $20K <0.01% new Timeline VBCE VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $20K <0.01% new Timeline VBCD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $20K <0.01% new Timeline VBCC VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $20K <0.01% new Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 200 shares; 2026Q1: 1,272 shares 1,272 $20K <0.01% +1,072 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 1,806 shares 1,806 $19.9K <0.01% +1,480 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 935 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 2,418 shares 2,418 $19.9K <0.01% +2,383 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 231 shares 231 $19.9K <0.01% +1 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 6,134 shares; 2026Q1: 1,533 shares 1,533 $19.8K <0.01% -4,601 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 380 shares; 2026Q1: 564 shares 564 $19.8K <0.01% +184 Timeline CHEESECAKE FACTORY INC CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $19.8K <0.01% new JULZ 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: 191 shares; 2025Q4: 191 shares; 2026Q1: 491 shares 491 $19.7K <0.01% +300 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 1,234 shares; 2026Q1: 968 shares 968 $19.6K <0.01% -266 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320 $19.6K <0.01% new Timeline PXE 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: 267 shares; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 273 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 500 shares 500 $19.6K <0.01% +400 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,316 shares 1,316 $19.5K <0.01% new Timeline PICK 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: 829 shares; 2024Q4: 995 shares; 2025Q1: 290 shares; 2025Q2: 223 shares; 2025Q3: 173 shares; 2025Q4: 202 shares; 2026Q1: 345 shares 345 $19.5K <0.01% +143 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 479 shares 479 $19.5K <0.01% +125 Timeline BYLD 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: 82,699 shares; 2024Q4: 85,490 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $19.4K <0.01% 0 Timeline ARKF 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 509 shares 509 $19.3K <0.01% +361 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 69 shares 69 $19.2K <0.01% +2 Timeline DIAL 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: 3,303 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $19.2K <0.01% 0 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 670 shares; 2026Q1: 1,645 shares 1,645 $19.2K <0.01% +975 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 438 shares; 2025Q1: 1,260 shares; 2025Q2: 862 shares; 2025Q3: 542 shares; 2025Q4: 639 shares; 2026Q1: 531 shares 531 $19.2K <0.01% -108 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $19.1K <0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 77 shares; 2025Q4: 65 shares; 2026Q1: 165 shares 165 $19.1K <0.01% +100 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $19.1K <0.01% 0 Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY 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: 1,800 shares 1,800 $19K <0.01% new Timeline ISCF 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 452 shares 452 $18.9K <0.01% +444 Timeline IMFL 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: 590 shares; 2025Q2: 779 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 596 shares 596 $18.9K <0.01% -94 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 171 shares 171 $18.8K <0.01% +115 Timeline BBEU 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: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 226 shares; 2026Q1: 260 shares 260 $18.8K <0.01% +34 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 4,020 shares 4,020 $18.8K <0.01% +3,020 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 196 shares; 2026Q1: 1,035 shares 1,035 $18.8K <0.01% +839 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $18.8K <0.01% 0 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW 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: 400 shares 400 $18.8K <0.01% new Timeline FSMD 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $18.7K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 6,850 shares 6,850 $18.7K <0.01% +2,000 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares; 2026Q1: 336 shares 336 $18.7K <0.01% -13 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 370 shares 370 $18.7K <0.01% new Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 1,740 shares 1,740 $18.6K <0.01% +1,535 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 1,966 shares 1,966 $18.6K <0.01% new Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $18.6K <0.01% new Timeline PSR 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: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $18.5K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 185 shares; 2025Q1: 190 shares; 2025Q2: 96 shares; 2025Q3: 373 shares; 2025Q4: 141 shares; 2026Q1: 965 shares 965 $18.5K <0.01% +824 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 445 shares; 2025Q1: 303 shares; 2025Q2: 325 shares; 2025Q3: 355 shares; 2025Q4: 502 shares; 2026Q1: 402 shares 402 $18.5K <0.01% -100 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 1,994 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 1,347 shares; 2025Q4: 957 shares; 2026Q1: 479 shares 479 $18.5K <0.01% -478 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 2,725 shares; 2025Q4: 4,128 shares; 2026Q1: 4,138 shares 4,138 $18.5K <0.01% +10 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 140 shares; 2025Q1: 268 shares; 2025Q2: 205 shares; 2025Q3: 241 shares; 2025Q4: 99 shares; 2026Q1: 457 shares 457 $18.4K <0.01% +358 Timeline COPJ 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: 473 shares 473 $18.4K <0.01% new Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682 shares 1,682 $18.4K <0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 265 shares; 2026Q1: 669 shares 669 $18.4K <0.01% +404 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,275 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $18.4K <0.01% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares 1,570 $18.2K <0.01% new Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,476 shares; 2026Q1: 3,487 shares 3,487 $18.2K <0.01% -4,989 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 74 shares; 2025Q4: not reported; 2026Q1: 161 shares 161 $18.2K <0.01% new Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 4,497 shares; 2025Q1: 3,427 shares; 2025Q2: 3,427 shares; 2025Q3: 2,807 shares; 2025Q4: 2,025 shares; 2026Q1: 531 shares 531 $18.2K <0.01% -1,494 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 1,479 shares; 2026Q1: 769 shares 769 $18.1K <0.01% -710 Timeline CMDY 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 305 shares 305 $18.1K <0.01% +181 Timeline TMFG 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $18.1K <0.01% 0 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 189 shares 189 $18.1K <0.01% -27 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 59 shares; 2025Q1: 126 shares; 2025Q2: 96 shares; 2025Q3: 108 shares; 2025Q4: 123 shares; 2026Q1: 124 shares 124 $18.1K <0.01% +1 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,004 shares 2,004 $18K <0.01% new Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 1,104 shares 1,104 $18K <0.01% +1,096 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 190 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339 $17.9K <0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 382 shares; 2026Q1: 402 shares 402 $17.9K <0.01% +20 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $17.9K <0.01% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 51 shares; 2025Q2: 151 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $17.8K <0.01% 0 Timeline AFSC ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $17.8K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 254 shares; 2025Q4: 264 shares; 2026Q1: 860 shares 860 $17.7K <0.01% +596 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 11 shares; 2026Q1: 14 shares 14 $17.7K <0.01% +3 Timeline RVER ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 143 shares; 2026Q1: 643 shares 643 $17.6K <0.01% +500 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares 1,503 $17.6K <0.01% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,003 shares; 2025Q1: 5,177 shares; 2025Q2: 5,828 shares; 2025Q3: 6,985 shares; 2025Q4: 1,628 shares; 2026Q1: 1,982 shares 1,982 $17.6K <0.01% +354 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 23,395 shares; 2025Q1: 1,435 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,368 shares; 2026Q1: 521 shares 521 $17.6K <0.01% -847 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 485 shares 485 $17.5K <0.01% +470 Timeline DLAG 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: 407 shares; 2026Q1: 567 shares 567 $17.5K <0.01% +160 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,090 shares; 2025Q1: 987 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 162 shares; 2026Q1: 337 shares 337 $17.4K <0.01% +175 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $17.4K <0.01% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 115 shares; 2026Q1: 281 shares 281 $17.3K <0.01% +166 Timeline QUSA 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: 868 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002 $17.2K <0.01% 0 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $17.2K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 53 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 35 shares 35 $17.2K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 302 shares 302 $17.1K <0.01% new Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares 972 $17.1K <0.01% new Timeline BRZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153 $17.1K <0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,860 shares 1,860 $17K <0.01% -1 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $17K <0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 306 shares 306 $17K <0.01% +16 Timeline PTBD 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: 8,225 shares; 2024Q4: 6,436 shares; 2025Q1: 141,527 shares; 2025Q2: 14,091 shares; 2025Q3: 8,996 shares; 2025Q4: 8,261 shares; 2026Q1: 897 shares 897 $17K <0.01% -7,364 Timeline JANJ 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: 65,489 shares; 2024Q4: 58,699 shares; 2025Q1: 39,760 shares; 2025Q2: 35,134 shares; 2025Q3: 5,535 shares; 2025Q4: 5,715 shares; 2026Q1: 701 shares 701 $17K <0.01% -5,014 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 38 shares; 2026Q1: 373 shares 373 $17K <0.01% +335 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 400 shares; 2025Q1: 7,496 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 65 shares; 2026Q1: 147 shares 147 $16.9K <0.01% +82 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 95 shares; 2025Q3: 98 shares; 2025Q4: 291 shares; 2026Q1: 337 shares 337 $16.9K <0.01% +46 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 14,359 shares; 2025Q1: 843 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $16.9K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 12 shares; 2025Q3: 16 shares; 2025Q4: 21 shares; 2026Q1: 77 shares 77 $16.9K <0.01% +56 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 34 shares 34 $16.8K <0.01% +33 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255 shares 255 $16.8K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares 95 $16.7K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 329 shares 329 $16.5K <0.01% +328 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $16.5K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 48 shares; 2025Q1: 181 shares; 2025Q2: 490 shares; 2025Q3: 417 shares; 2025Q4: 359 shares; 2026Q1: 49 shares 49 $16.5K <0.01% -310 Timeline CRESY CRESUD S A C I F Y A More: the full row for CRESUD S A C I F Y A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $16.5K <0.01% 0 Timeline SMOT 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: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $16.3K <0.01% 0 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 500 shares 500 $16.3K <0.01% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,302 shares; 2025Q1: 1,258 shares; 2025Q2: 901 shares; 2025Q3: 902 shares; 2025Q4: 582 shares; 2026Q1: 239 shares 239 $16.3K <0.01% -343 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares 434 $16.2K <0.01% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $16.2K <0.01% new Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,134 shares; 2025Q1: 1,077 shares; 2025Q2: 1,037 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $16.2K <0.01% 0 Timeline