LMBS 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: 441,310 shares; 2024Q4: 455,210 shares; 2025Q1: 462,623 shares; 2025Q2: 448,261 shares; 2025Q3: 420,909 shares; 2025Q4: 740,376 shares; 2026Q1: 895,651 shares 895,651 $44.6M 8.16% +155,275 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,104 shares; 2024Q4: 30,426 shares; 2025Q1: 35,816 shares; 2025Q2: 40,568 shares; 2025Q3: 42,648 shares; 2025Q4: 50,307 shares; 2026Q1: 41,340 shares 41,340 $17.8M 3.25% -8,967 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 116,135 shares; 2025Q1: 40,347 shares; 2025Q2: 59,378 shares; 2025Q3: 89,953 shares; 2025Q4: 184,425 shares; 2026Q1: 196,899 shares 196,899 $13.4M 2.45% +12,474 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,729 shares; 2025Q2: 194,137 shares; 2025Q3: 234,540 shares; 2025Q4: 285,316 shares; 2026Q1: 357,137 shares 357,137 $10.5M 1.92% +71,821 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,632 shares; 2024Q4: 127,148 shares; 2025Q1: 68,563 shares; 2025Q2: 66,322 shares; 2025Q3: 69,547 shares; 2025Q4: 67,953 shares; 2026Q1: 61,078 shares 61,078 $8.93M 1.63% -6,875 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: not reported; 2025Q3: not reported; 2025Q4: 74,882 shares; 2026Q1: 62,225 shares 62,225 $8.54M 1.56% -12,657 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,717 shares; 2024Q4: 36,991 shares; 2025Q1: 57,001 shares; 2025Q2: 121,605 shares; 2025Q3: 134,629 shares; 2025Q4: 143,591 shares; 2026Q1: 119,501 shares 119,501 $8.43M 1.54% -24,090 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 23,195 shares; 2025Q1: 21,394 shares; 2025Q2: 33,043 shares; 2025Q3: 36,807 shares; 2025Q4: 35,130 shares; 2026Q1: 35,300 shares 35,300 $8.14M 1.49% +170 Timeline FTSM 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: 217,025 shares; 2024Q4: 224,604 shares; 2025Q1: 186,429 shares; 2025Q2: 182,953 shares; 2025Q3: 180,782 shares; 2025Q4: 154,325 shares; 2026Q1: 131,305 shares 131,305 $7.85M 1.44% -23,020 Timeline RDVY 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: 65,928 shares; 2024Q4: 68,820 shares; 2025Q1: 66,408 shares; 2025Q2: 67,907 shares; 2025Q3: 67,284 shares; 2025Q4: 108,716 shares; 2026Q1: 114,561 shares 114,561 $7.82M 1.43% +5,845 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 29,686 shares; 2025Q4: 119,863 shares; 2026Q1: 165,921 shares 165,921 $7.6M 1.39% +46,058 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 28,100 shares; 2025Q3: 57,350 shares; 2025Q4: 168,025 shares; 2026Q1: 196,807 shares 196,807 $6.86M 1.25% +28,782 Timeline FDL 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: 149,267 shares; 2024Q4: 149,918 shares; 2025Q1: 128,113 shares; 2025Q2: 131,528 shares; 2025Q3: 131,735 shares; 2025Q4: 130,666 shares; 2026Q1: 131,045 shares 131,045 $6.66M 1.22% +379 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,654 shares; 2025Q2: 66,275 shares; 2025Q3: 111,925 shares; 2025Q4: 114,900 shares; 2026Q1: 155,669 shares 155,669 $6.33M 1.16% +40,769 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 2,630 shares; 2025Q1: 2,789 shares; 2025Q2: 32,231 shares; 2025Q3: 35,202 shares; 2025Q4: 34,254 shares; 2026Q1: 32,942 shares 32,942 $6.32M 1.16% -1,312 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 14,381 shares; 2025Q3: 18,262 shares; 2025Q4: 19,086 shares; 2026Q1: 20,886 shares 20,886 $6.31M 1.15% +1,800 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 28,878 shares; 2025Q4: 42,485 shares; 2026Q1: 54,407 shares 54,407 $6.21M 1.14% +11,922 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,306 shares; 2025Q3: 35,081 shares; 2025Q4: 43,459 shares; 2026Q1: 48,288 shares 48,288 $6.1M 1.12% +4,829 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,116 shares; 2024Q4: 8,265 shares; 2025Q1: 10,442 shares; 2025Q2: 11,259 shares; 2025Q3: 11,492 shares; 2025Q4: 11,176 shares; 2026Q1: 10,129 shares 10,129 $5.85M 1.07% -1,047 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 6,554 shares; 2025Q4: 7,883 shares; 2026Q1: 7,828 shares 7,828 $5.7M 1.04% -55 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,767 shares; 2026Q1: 20,643 shares 20,643 $5.58M 1.02% +3,876 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,422 shares; 2024Q4: 68,568 shares; 2025Q1: 65,486 shares; 2025Q2: 65,002 shares; 2025Q3: 27,376 shares; 2025Q4: 30,698 shares; 2026Q1: 31,159 shares 31,159 $5.43M 0.99% +461 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,196 shares; 2025Q2: 6,266 shares; 2025Q3: 12,592 shares; 2025Q4: 22,698 shares; 2026Q1: 28,877 shares 28,877 $5.32M 0.97% +6,179 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 3,618 shares; 2025Q3: 7,341 shares; 2025Q4: 7,279 shares; 2026Q1: 7,259 shares 7,259 $4.94M 0.9% -20 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,393 shares; 2026Q1: 260,281 shares 260,281 $4.85M 0.89% +116,888 Timeline FVD 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: 152,541 shares; 2024Q4: 152,777 shares; 2025Q1: 157,031 shares; 2025Q2: 159,248 shares; 2025Q3: 160,439 shares; 2025Q4: 102,231 shares; 2026Q1: 102,182 shares 102,182 $4.81M 0.88% -49 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,261 shares; 2025Q4: 10,641 shares; 2026Q1: 12,842 shares 12,842 $4.6M 0.84% +2,201 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 12,818 shares; 2025Q1: 13,533 shares; 2025Q2: 16,255 shares; 2025Q3: 16,276 shares; 2025Q4: 18,625 shares; 2026Q1: 18,072 shares 18,072 $4.59M 0.84% -553 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,221 shares; 2025Q2: 83,692 shares; 2025Q3: 225,085 shares; 2025Q4: 138,551 shares; 2026Q1: 205,307 shares 205,307 $4.42M 0.81% +66,756 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,512 shares; 2025Q1: 5,372 shares; 2025Q2: 6,261 shares; 2025Q3: 5,259 shares; 2025Q4: 5,278 shares; 2026Q1: 4,355 shares 4,355 $4.34M 0.79% -923 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,053 shares; 2024Q4: 39,165 shares; 2025Q1: 15,890 shares; 2025Q2: 8,709 shares; 2025Q3: 13,692 shares; 2025Q4: 14,124 shares; 2026Q1: 13,930 shares 13,930 $4.31M 0.79% -194 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,466 shares; 2025Q3: 48,140 shares; 2025Q4: 43,953 shares; 2026Q1: 48,468 shares 48,468 $4.22M 0.77% +4,515 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 29,519 shares; 2025Q4: 39,522 shares; 2026Q1: 51,461 shares 51,461 $4.15M 0.76% +11,939 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,170 shares; 2025Q2: 9,482 shares; 2025Q3: 35,968 shares; 2025Q4: 34,681 shares; 2026Q1: 32,500 shares 32,500 $4.07M 0.74% -2,181 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,286 shares; 2025Q4: 11,989 shares; 2026Q1: 15,231 shares 15,231 $4.04M 0.74% +3,242 Timeline FDEC 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: 26,569 shares; 2024Q4: 51,877 shares; 2025Q1: 56,040 shares; 2025Q2: 52,645 shares; 2025Q3: 37,003 shares; 2025Q4: 64,988 shares; 2026Q1: 79,643 shares 79,643 $3.96M 0.72% +14,655 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 48,211 shares; 2025Q3: 49,936 shares; 2025Q4: 52,005 shares; 2026Q1: 60,159 shares 60,159 $3.86M 0.71% +8,154 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 9,417 shares; 2025Q3: 12,077 shares; 2025Q4: 15,792 shares; 2026Q1: 19,154 shares 19,154 $3.79M 0.69% +3,362 Timeline TDIV 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: 49,796 shares; 2024Q4: 49,285 shares; 2025Q1: 47,104 shares; 2025Q2: 46,735 shares; 2025Q3: 45,969 shares; 2025Q4: 39,836 shares; 2026Q1: 40,382 shares 40,382 $3.78M 0.69% +546 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,754 shares; 2025Q1: 8,740 shares; 2025Q2: 9,942 shares; 2025Q3: 9,416 shares; 2025Q4: 8,236 shares; 2026Q1: 5,631 shares 5,631 $3.66M 0.67% -2,605 Timeline CLOI 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: 62,992 shares; 2024Q4: 74,659 shares; 2025Q1: 187,434 shares; 2025Q2: 178,345 shares; 2025Q3: 75,504 shares; 2025Q4: 85,376 shares; 2026Q1: 67,232 shares 67,232 $3.54M 0.65% -18,144 Timeline FGD 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: 84,637 shares; 2024Q4: 85,522 shares; 2025Q1: 86,438 shares; 2025Q2: 86,175 shares; 2025Q3: 109,508 shares; 2025Q4: 103,435 shares; 2026Q1: 105,273 shares 105,273 $3.36M 0.61% +1,838 Timeline DGRW 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: 36,063 shares; 2024Q4: 36,590 shares; 2025Q1: 36,417 shares; 2025Q2: 36,460 shares; 2025Q3: 36,029 shares; 2025Q4: 37,466 shares; 2026Q1: 37,808 shares 37,808 $3.32M 0.61% +342 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC 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: 4,690 shares; 2025Q4: 19,365 shares; 2026Q1: 19,965 shares 19,965 $3.29M 0.6% +600 Timeline BUFR 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: 126,731 shares; 2024Q4: 170,767 shares; 2025Q1: 94,266 shares; 2025Q2: 106,444 shares; 2025Q3: 94,659 shares; 2025Q4: 103,729 shares; 2026Q1: 96,720 shares 96,720 $3.27M 0.6% -7,009 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,668 shares; 2024Q4: 160,872 shares; 2025Q1: 164,297 shares; 2025Q2: 167,947 shares; 2025Q3: 179,899 shares; 2025Q4: 173,665 shares; 2026Q1: 132,899 shares 132,899 $3.24M 0.59% -40,766 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,569 shares; 2026Q1: 31,120 shares 31,120 $3.03M 0.55% +19,551 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,507 shares; 2026Q1: 52,766 shares 52,766 $3.01M 0.55% +25,259 Timeline KNGZ 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: 81,882 shares; 2026Q1: 83,239 shares 83,239 $3M 0.55% +1,357 Timeline FTSL 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: 93,540 shares; 2024Q4: 98,185 shares; 2025Q1: 79,434 shares; 2025Q2: 84,229 shares; 2025Q3: 86,421 shares; 2025Q4: 84,177 shares; 2026Q1: 66,495 shares 66,495 $2.98M 0.54% -17,682 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,086 shares; 2025Q4: 34,431 shares; 2026Q1: 32,240 shares 32,240 $2.98M 0.54% -2,191 Timeline IWM 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: 9,327 shares; 2024Q4: 9,849 shares; 2025Q1: 6,334 shares; 2025Q2: 10,342 shares; 2025Q3: 9,778 shares; 2025Q4: 8,862 shares; 2026Q1: 11,912 shares 11,912 $2.95M 0.54% +3,050 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,239 shares; 2026Q1: 100,168 shares 100,168 $2.8M 0.51% +62,929 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,691 shares; 2025Q1: not reported; 2025Q2: 6,007 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,609 shares 20,609 $2.78M 0.51% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,307 shares; 2025Q2: 12,238 shares; 2025Q3: 41,829 shares; 2025Q4: 41,157 shares; 2026Q1: 30,039 shares 30,039 $2.77M 0.51% -11,118 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,286 shares; 2026Q1: 51,887 shares 51,887 $2.74M 0.5% +18,601 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES 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: 61,983 shares; 2026Q1: 71,349 shares 71,349 $2.72M 0.5% +9,366 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,330 shares; 2025Q1: 4,288 shares; 2025Q2: 4,279 shares; 2025Q3: 8,525 shares; 2025Q4: 8,338 shares; 2026Q1: 7,938 shares 7,938 $2.68M 0.49% -400 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares; 2026Q1: 3,613 shares 3,613 $2.54M 0.46% +1,725 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 3,077 shares; 2025Q3: 2,736 shares; 2025Q4: 2,636 shares; 2026Q1: 18,532 shares 18,532 $2.43M 0.44% +15,896 Timeline FIXD 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: 27,529 shares; 2024Q4: 30,399 shares; 2025Q1: 56,986 shares; 2025Q2: 73,678 shares; 2025Q3: 74,141 shares; 2025Q4: 57,539 shares; 2026Q1: 55,573 shares 55,573 $2.42M 0.44% -1,966 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 14,287 shares; 2026Q1: 36,143 shares 36,143 $2.41M 0.44% +21,856 Timeline SDVY 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: 68,877 shares; 2024Q4: 70,587 shares; 2025Q1: 66,496 shares; 2025Q2: 68,145 shares; 2025Q3: 68,901 shares; 2025Q4: 58,535 shares; 2026Q1: 60,610 shares 60,610 $2.39M 0.44% +2,075 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 4,295 shares; 2026Q1: 5,848 shares 5,848 $2.27M 0.42% +1,553 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,661 shares; 2025Q1: 2,448 shares; 2025Q2: 2,345 shares; 2025Q3: 2,273 shares; 2025Q4: 2,599 shares; 2026Q1: 2,434 shares 2,434 $2.24M 0.41% -165 Timeline ALMS ALUMIS INC More: the full row for ALUMIS 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: 99,850 shares 99,850 $2.2M 0.4% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,337 shares 39,337 $2.15M 0.39% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,310 shares; 2024Q4: 21,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,687 shares; 2025Q4: 8,484 shares; 2026Q1: 8,377 shares 8,377 $2.1M 0.38% -107 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 10,466 shares; 2025Q4: 644,703 shares; 2026Q1: 684,939 shares 684,939 $2.09M 0.38% +40,236 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE 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: 38,347 shares; 2026Q1: 62,838 shares 62,838 $2.05M 0.37% +24,491 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,068 shares; 2025Q4: not reported; 2026Q1: 15,027 shares 15,027 $2.04M 0.37% new Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,738 shares; 2026Q1: 50,889 shares 50,889 $1.96M 0.36% +20,151 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,028 shares; 2025Q1: 3,882 shares; 2025Q2: 4,679 shares; 2025Q3: 3,641 shares; 2025Q4: 6,851 shares; 2026Q1: 6,783 shares 6,783 $1.95M 0.36% -68 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,703 shares; 2024Q4: 21,122 shares; 2025Q1: 20,914 shares; 2025Q2: 18,777 shares; 2025Q3: 17,800 shares; 2025Q4: 16,976 shares; 2026Q1: 16,917 shares 16,917 $1.91M 0.35% -59 Timeline AIRR 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: 2,685 shares; 2024Q4: 14,919 shares; 2025Q1: 13,238 shares; 2025Q2: 14,048 shares; 2025Q3: 13,897 shares; 2025Q4: 15,709 shares; 2026Q1: 17,113 shares 17,113 $1.9M 0.35% +1,404 Timeline QDEC 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: 17,932 shares; 2024Q4: 17,558 shares; 2025Q1: 25,737 shares; 2025Q2: 27,576 shares; 2025Q3: 27,698 shares; 2025Q4: 28,836 shares; 2026Q1: 59,822 shares 59,822 $1.88M 0.34% +30,986 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,366 shares 87,366 $1.88M 0.34% new Timeline MDIV 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: 114,124 shares; 2024Q4: 101,059 shares; 2025Q1: 105,172 shares; 2025Q2: 107,125 shares; 2025Q3: 110,026 shares; 2025Q4: 118,486 shares; 2026Q1: 115,291 shares 115,291 $1.86M 0.34% -3,195 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,180 shares; 2025Q1: 3,259 shares; 2025Q2: 3,203 shares; 2025Q3: 3,103 shares; 2025Q4: 5,034 shares; 2026Q1: 4,978 shares 4,978 $1.84M 0.34% -56 Timeline HYLS 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: 70,906 shares; 2024Q4: 66,987 shares; 2025Q1: 46,990 shares; 2025Q2: 47,188 shares; 2025Q3: 48,362 shares; 2025Q4: 46,970 shares; 2026Q1: 44,442 shares 44,442 $1.8M 0.33% -2,528 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,901 shares; 2024Q4: 19,301 shares; 2025Q1: 19,297 shares; 2025Q2: 20,416 shares; 2025Q3: 19,344 shares; 2025Q4: 18,223 shares; 2026Q1: 18,267 shares 18,267 $1.8M 0.33% +44 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,051 shares 337,051 $1.76M 0.32% new Timeline EEM 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: 38,586 shares; 2025Q3: 35,222 shares; 2025Q4: 33,148 shares; 2026Q1: 30,879 shares 30,879 $1.75M 0.32% -2,269 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,447 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,612 shares 14,612 $1.73M 0.32% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,285 shares; 2025Q1: 54,930 shares; 2025Q2: 53,573 shares; 2025Q3: 54,990 shares; 2025Q4: 55,390 shares; 2026Q1: 55,514 shares 55,514 $1.73M 0.32% +124 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,143 shares 18,143 $1.63M 0.3% new Timeline KLAC KLA CORP More: the full row for KLA 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: 255 shares; 2025Q4: 1,047 shares; 2026Q1: 1,084 shares 1,084 $1.6M 0.29% +37 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,643 shares 142,643 $1.53M 0.28% new Timeline FPE 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: 69,621 shares; 2024Q4: 90,579 shares; 2025Q1: 89,374 shares; 2025Q2: 89,782 shares; 2025Q3: 87,257 shares; 2025Q4: 86,881 shares; 2026Q1: 85,302 shares 85,302 $1.51M 0.28% -1,579 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,586 shares; 2025Q1: 3,980 shares; 2025Q2: 4,031 shares; 2025Q3: 5,563 shares; 2025Q4: 7,024 shares; 2026Q1: 7,263 shares 7,263 $1.51M 0.28% +239 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,720 shares 25,720 $1.51M 0.28% new Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION 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: 57,184 shares; 2026Q1: 58,045 shares 58,045 $1.5M 0.28% +861 Timeline QLD 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: 17,338 shares; 2024Q4: 16,429 shares; 2025Q1: 14,775 shares; 2025Q2: 15,528 shares; 2025Q3: 14,511 shares; 2025Q4: 27,612 shares; 2026Q1: 24,568 shares 24,568 $1.5M 0.27% -3,044 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares; 2025Q3: 12,111 shares; 2025Q4: 8,959 shares; 2026Q1: 8,507 shares 8,507 $1.48M 0.27% -452 Timeline IWF 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: 3,923 shares; 2024Q4: 3,783 shares; 2025Q1: 3,543 shares; 2025Q2: 3,399 shares; 2025Q3: 3,520 shares; 2025Q4: 3,638 shares; 2026Q1: 3,460 shares 3,460 $1.48M 0.27% -178 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 66,380 shares; 2025Q4: 70,536 shares; 2026Q1: 114,422 shares 114,422 $1.47M 0.27% +43,886 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,726 shares 77,726 $1.46M 0.27% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,493 shares; 2025Q3: 8,959 shares; 2025Q4: 15,483 shares; 2026Q1: 15,458 shares 15,458 $1.45M 0.27% -25 Timeline FOCT 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: 26,657 shares; 2025Q1: 286,031 shares; 2025Q2: 280,052 shares; 2025Q3: 39,856 shares; 2025Q4: 31,473 shares; 2026Q1: 29,949 shares 29,949 $1.43M 0.26% -1,524 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981 shares; 2025Q2: 10,476 shares; 2025Q3: 7,569 shares; 2025Q4: 7,476 shares; 2026Q1: 19,016 shares 19,016 $1.38M 0.25% +11,540 Timeline IVV 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: 2,045 shares; 2024Q4: 2,032 shares; 2025Q1: 2,074 shares; 2025Q2: 2,219 shares; 2025Q3: 1,986 shares; 2025Q4: 2,381 shares; 2026Q1: 2,097 shares 2,097 $1.37M 0.25% -284 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,844 shares 44,844 $1.37M 0.25% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,680 shares; 2026Q1: 8,036 shares 8,036 $1.33M 0.24% +356 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,094 shares; 2025Q1: 5,528 shares; 2025Q2: 5,510 shares; 2025Q3: 5,465 shares; 2025Q4: not reported; 2026Q1: 13,069 shares 13,069 $1.3M 0.24% new Timeline BUFZ 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: 17,910 shares; 2024Q4: 29,847 shares; 2025Q1: 39,620 shares; 2025Q2: 39,868 shares; 2025Q3: 41,385 shares; 2025Q4: 47,235 shares; 2026Q1: 49,327 shares 49,327 $1.3M 0.24% +2,092 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 13,353 shares; 2025Q1: 12,875 shares; 2025Q2: 13,696 shares; 2025Q3: 13,725 shares; 2025Q4: 13,597 shares; 2026Q1: 13,597 shares 13,597 $1.28M 0.23% 0 Timeline EDOW 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: 31,442 shares; 2026Q1: 30,477 shares 30,477 $1.24M 0.23% -965 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,530 shares; 2026Q1: 22,376 shares 22,376 $1.22M 0.22% +7,846 Timeline ERAS ERASCA INC More: the full row for ERASCA 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: 73,744 shares 73,744 $1.19M 0.22% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,260 shares; 2025Q1: 35,056 shares; 2025Q2: 32,306 shares; 2025Q3: 30,401 shares; 2025Q4: 29,759 shares; 2026Q1: 27,438 shares 27,438 $1.19M 0.22% -2,321 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,560 shares; 2025Q4: 29,433 shares; 2026Q1: 46,289 shares 46,289 $1.16M 0.21% +16,856 Timeline NOBL 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: 48,065 shares; 2024Q4: 48,539 shares; 2025Q1: 49,220 shares; 2025Q2: 49,928 shares; 2025Q3: 48,904 shares; 2025Q4: 11,138 shares; 2026Q1: 10,750 shares 10,750 $1.14M 0.21% -388 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 17,304 shares; 2025Q4: 17,770 shares; 2026Q1: 17,483 shares 17,483 $1.13M 0.21% -287 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 2,604 shares; 2025Q1: 5,163 shares; 2025Q2: 5,036 shares; 2025Q3: 4,817 shares; 2025Q4: 5,708 shares; 2026Q1: 5,176 shares 5,176 $1.13M 0.21% -532 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,667 shares; 2024Q4: 153,655 shares; 2025Q1: 71,751 shares; 2025Q2: 70,358 shares; 2025Q3: 69,466 shares; 2025Q4: 62,351 shares; 2026Q1: 58,915 shares 58,915 $1.12M 0.2% -3,436 Timeline BIBL 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: 35,838 shares; 2024Q4: 38,457 shares; 2025Q1: 43,383 shares; 2025Q2: 45,361 shares; 2025Q3: 30,412 shares; 2025Q4: 29,912 shares; 2026Q1: 23,050 shares 23,050 $1.09M 0.2% -6,862 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,189 shares; 2026Q1: 32,254 shares 32,254 $1.09M 0.2% +23,065 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,397 shares; 2025Q4: 49,433 shares; 2026Q1: 76,611 shares 76,611 $1.08M 0.2% +27,178 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 9,054 shares 9,054 $1.06M 0.19% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 10,118 shares; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $1.03M 0.19% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 2,463 shares; 2025Q1: 2,385 shares; 2025Q2: 2,204 shares; 2025Q3: 1,845 shares; 2025Q4: 2,412 shares; 2026Q1: 2,114 shares 2,114 $1.01M 0.19% -298 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 19,771 shares; 2025Q1: 19,147 shares; 2025Q2: 23,862 shares; 2025Q3: 17,547 shares; 2025Q4: 19,957 shares; 2026Q1: 18,664 shares 18,664 $997K 0.18% -1,293 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 18,088 shares 18,088 $984K 0.18% new Timeline AOTG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,610 shares; 2026Q1: 20,570 shares 20,570 $980K 0.18% -40 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,092 shares; 2024Q4: 69,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,769 shares 11,769 $975K 0.18% new Timeline RDVI 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: 68,844 shares; 2024Q4: 104,596 shares; 2025Q1: 65,066 shares; 2025Q2: 50,633 shares; 2025Q3: 43,875 shares; 2025Q4: 37,163 shares; 2026Q1: 38,064 shares 38,064 $973K 0.18% +901 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,716 shares; 2025Q1: 22,442 shares; 2025Q2: 27,864 shares; 2025Q3: 20,277 shares; 2025Q4: 19,718 shares; 2026Q1: 19,251 shares 19,251 $970K 0.18% -467 Timeline GLOO GLOO HOLDINGS INC More: the full row for GLOO 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: 102,803 shares; 2026Q1: 201,273 shares 201,273 $968K 0.18% +98,470 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,070 shares; 2025Q1: 1,620 shares; 2025Q2: 3,158 shares; 2025Q3: 3,086 shares; 2025Q4: 2,895 shares; 2026Q1: 1,559 shares 1,559 $962K 0.18% -1,336 Timeline BUFG 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: 36,468 shares; 2024Q4: 40,665 shares; 2025Q1: 40,168 shares; 2025Q2: 36,352 shares; 2025Q3: 38,197 shares; 2025Q4: 36,046 shares; 2026Q1: 35,568 shares 35,568 $955K 0.17% -478 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 8,375 shares; 2025Q1: 2,270 shares; 2025Q2: 4,047 shares; 2025Q3: 3,978 shares; 2025Q4: 3,710 shares; 2026Q1: 2,052 shares 2,052 $951K 0.17% -1,658 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,330 shares; 2024Q4: 179,334 shares; 2025Q1: 163,671 shares; 2025Q2: 144,670 shares; 2025Q3: 117,935 shares; 2025Q4: 96,485 shares; 2026Q1: 93,284 shares 93,284 $950K 0.17% -3,201 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC 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: 34,682 shares; 2026Q1: 20,730 shares 20,730 $934K 0.17% -13,952 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,329 shares; 2025Q1: 3,732 shares; 2025Q2: 3,712 shares; 2025Q3: 3,514 shares; 2025Q4: 3,858 shares; 2026Q1: 3,185 shares 3,185 $914K 0.17% -673 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,433 shares 5,433 $875K 0.16% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 13,820 shares; 2025Q1: 14,031 shares; 2025Q2: 14,383 shares; 2025Q3: 13,316 shares; 2025Q4: 12,512 shares; 2026Q1: 12,665 shares 12,665 $871K 0.16% +153 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,073 shares; 2025Q4: 24,909 shares; 2026Q1: 23,228 shares 23,228 $861K 0.16% -1,681 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: 65,547 shares; 2024Q4: 60,857 shares; 2025Q1: 63,562 shares; 2025Q2: 64,260 shares; 2025Q3: 67,678 shares; 2025Q4: 68,328 shares; 2026Q1: 68,480 shares 68,480 $859K 0.16% +152 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,170 shares; 2026Q1: 241,881 shares 241,881 $849K 0.16% +221,711 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 11,136 shares; 2025Q1: 13,247 shares; 2025Q2: 19,903 shares; 2025Q3: 14,956 shares; 2025Q4: 14,866 shares; 2026Q1: 15,121 shares 15,121 $845K 0.15% +255 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,595 shares; 2025Q1: 955 shares; 2025Q2: 1,059 shares; 2025Q3: 1,438 shares; 2025Q4: 2,452 shares; 2026Q1: 2,245 shares 2,245 $835K 0.15% -207 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,305 shares; 2025Q1: 21,787 shares; 2025Q2: 29,370 shares; 2025Q3: 23,689 shares; 2025Q4: 17,216 shares; 2026Q1: 17,045 shares 17,045 $827K 0.15% -171 Timeline SSO 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: 8,004 shares; 2024Q4: 7,828 shares; 2025Q1: 6,405 shares; 2025Q2: 7,626 shares; 2025Q3: 7,897 shares; 2025Q4: 15,750 shares; 2026Q1: 15,892 shares 15,892 $824K 0.15% +142 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares 2,761 $819K 0.15% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,386 shares; 2026Q1: 12,946 shares 12,946 $811K 0.15% +2,560 Timeline UCON 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: 26,386 shares; 2024Q4: 26,881 shares; 2025Q1: 28,638 shares; 2025Q2: 28,313 shares; 2025Q3: 29,588 shares; 2025Q4: 33,836 shares; 2026Q1: 32,426 shares 32,426 $803K 0.15% -1,410 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 15,970 shares 15,970 $785K 0.14% -30 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,340 shares; 2026Q1: 17,340 shares 17,340 $777K 0.14% 0 Timeline REGL 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: 10,406 shares; 2024Q4: 10,301 shares; 2025Q1: 10,381 shares; 2025Q2: 10,520 shares; 2025Q3: 10,016 shares; 2025Q4: 8,582 shares; 2026Q1: 8,855 shares 8,855 $765K 0.14% +273 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 11,022 shares; 2025Q1: 10,516 shares; 2025Q2: 10,485 shares; 2025Q3: 10,385 shares; 2025Q4: 10,816 shares; 2026Q1: 10,839 shares 10,839 $763K 0.14% +23 Timeline GCOW 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: 13,810 shares; 2024Q4: 14,200 shares; 2025Q1: 14,987 shares; 2025Q2: 15,180 shares; 2025Q3: 15,498 shares; 2025Q4: 16,443 shares; 2026Q1: 16,283 shares 16,283 $753K 0.14% -160 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 96,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,505 shares 31,505 $748K 0.14% 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: 8,107 shares; 2026Q1: 7,939 shares 7,939 $747K 0.14% -168 Timeline FIIG 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: 131,945 shares; 2024Q4: 122,479 shares; 2025Q1: 42,387 shares; 2025Q2: 40,093 shares; 2025Q3: 35,840 shares; 2025Q4: 36,275 shares; 2026Q1: 35,926 shares 35,926 $745K 0.14% -349 Timeline CIBR 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: 8,842 shares; 2025Q3: 10,354 shares; 2025Q4: 11,100 shares; 2026Q1: 11,717 shares 11,717 $734K 0.13% +617 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 36,951 shares; 2025Q1: 36,718 shares; 2025Q2: 36,280 shares; 2025Q3: 28,324 shares; 2025Q4: 28,742 shares; 2026Q1: 28,515 shares 28,515 $727K 0.13% -227 Timeline BUFD 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: 9,791 shares; 2024Q4: 24,498 shares; 2025Q1: 22,657 shares; 2025Q2: 21,454 shares; 2025Q3: 21,405 shares; 2025Q4: 25,529 shares; 2026Q1: 25,529 shares 25,529 $715K 0.13% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 898 shares; 2025Q1: 909 shares; 2025Q2: 813 shares; 2025Q3: 825 shares; 2025Q4: 1,085 shares; 2026Q1: 2,200 shares 2,200 $706K 0.13% +1,115 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,012 shares; 2025Q2: 1,147 shares; 2025Q3: 1,646 shares; 2025Q4: 1,769 shares; 2026Q1: 1,825 shares 1,825 $700K 0.13% +56 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 2,682 shares; 2025Q1: 2,779 shares; 2025Q2: 2,985 shares; 2025Q3: 3,511 shares; 2025Q4: 2,931 shares; 2026Q1: 2,349 shares 2,349 $691K 0.13% -582 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 5,757 shares; 2025Q4: 12,372 shares; 2026Q1: 13,925 shares 13,925 $690K 0.13% +1,553 Timeline QSPT 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: 11,390 shares; 2024Q4: 17,465 shares; 2025Q1: 431,925 shares; 2025Q2: 21,007 shares; 2025Q3: 19,902 shares; 2025Q4: 24,747 shares; 2026Q1: 22,457 shares 22,457 $688K 0.13% -2,290 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 22,225 shares; 2025Q4: 23,565 shares; 2026Q1: 23,872 shares 23,872 $685K 0.13% +307 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 5,651 shares; 2025Q1: 3,243 shares; 2025Q2: 3,250 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,188 shares 3,188 $681K 0.12% -147 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,068 shares; 2024Q4: 39,830 shares; 2025Q1: 23,640 shares; 2025Q2: 22,790 shares; 2025Q3: 20,389 shares; 2025Q4: 20,234 shares; 2026Q1: 20,721 shares 20,721 $680K 0.12% +487 Timeline FMAY 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: 14,964 shares; 2024Q4: 14,964 shares; 2025Q1: 13,249 shares; 2025Q2: 20,848 shares; 2025Q3: 15,578 shares; 2025Q4: 15,164 shares; 2026Q1: 12,779 shares 12,779 $675K 0.12% -2,385 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 387 shares; 2025Q1: 382 shares; 2025Q2: 371 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 352 shares 352 $674K 0.12% -17 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,010 shares 20,010 $666K 0.12% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,041 shares; 2025Q1: 6,455 shares; 2025Q2: 12,298 shares; 2025Q3: 8,321 shares; 2025Q4: 13,213 shares; 2026Q1: 13,137 shares 13,137 $661K 0.12% -76 Timeline KNG 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: 37,758 shares; 2024Q4: 36,118 shares; 2025Q1: 20,430 shares; 2025Q2: 20,134 shares; 2025Q3: 17,176 shares; 2025Q4: 13,207 shares; 2026Q1: 13,331 shares 13,331 $649K 0.12% +124 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: 2,098 shares; 2025Q4: 2,286 shares; 2026Q1: 2,547 shares 2,547 $648K 0.12% +261 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,050 shares 13,050 $646K 0.12% +50 Timeline WCMI 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: 32,530 shares; 2025Q2: 37,669 shares; 2025Q3: 37,740 shares; 2025Q4: 37,740 shares; 2026Q1: 37,740 shares 37,740 $633K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: not reported; 2025Q1: 7,605 shares; 2025Q2: 6,897 shares; 2025Q3: 6,337 shares; 2025Q4: 8,102 shares; 2026Q1: 9,692 shares 9,692 $621K 0.11% +1,590 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,852 shares; 2025Q1: 3,252 shares; 2025Q2: 3,272 shares; 2025Q3: 3,065 shares; 2025Q4: 3,583 shares; 2026Q1: 3,484 shares 3,484 $621K 0.11% -99 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,685 shares; 2025Q4: 13,330 shares; 2026Q1: 12,278 shares 12,278 $618K 0.11% -1,052 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,564 shares; 2025Q4: 5,865 shares; 2026Q1: 5,606 shares 5,606 $614K 0.11% -259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,762 shares 9,762 $612K 0.11% new Timeline EFA 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: 36,578 shares; 2024Q4: 10,138 shares; 2025Q1: 5,749 shares; 2025Q2: 26,330 shares; 2025Q3: 25,840 shares; 2025Q4: 24,285 shares; 2026Q1: 6,261 shares 6,261 $608K 0.11% -18,024 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,903 shares; 2024Q4: 97,520 shares; 2025Q1: 33,046 shares; 2025Q2: 31,678 shares; 2025Q3: 22,181 shares; 2025Q4: 17,626 shares; 2026Q1: 15,284 shares 15,284 $602K 0.11% -2,342 Timeline IVE 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: 2,190 shares; 2024Q4: 11,147 shares; 2025Q1: 2,091 shares; 2025Q2: 2,111 shares; 2025Q3: 2,091 shares; 2025Q4: 3,062 shares; 2026Q1: 2,834 shares 2,834 $599K 0.11% -228 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 514 shares; 2025Q1: 516 shares; 2025Q2: 604 shares; 2025Q3: 571 shares; 2025Q4: 1,323 shares; 2026Q1: 1,034 shares 1,034 $592K 0.11% -289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,220 shares 12,220 $582K 0.11% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,627 shares; 2025Q3: 9,950 shares; 2025Q4: 10,896 shares; 2026Q1: 11,055 shares 11,055 $572K 0.1% +159 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 2,282 shares; 2025Q2: 2,327 shares; 2025Q3: 2,826 shares; 2025Q4: 2,675 shares; 2026Q1: 2,330 shares 2,330 $570K 0.1% -345 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,130 shares; 2025Q1: 2,333 shares; 2025Q2: 2,955 shares; 2025Q3: 2,292 shares; 2025Q4: 3,737 shares; 2026Q1: 3,345 shares 3,345 $568K 0.1% -392 Timeline FDN 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: 2,188 shares; 2024Q4: 4,052 shares; 2025Q1: 4,101 shares; 2025Q2: 2,335 shares; 2025Q3: 2,342 shares; 2025Q4: 2,429 shares; 2026Q1: 2,420 shares 2,420 $566K 0.1% -9 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,320 shares 48,320 $562K 0.1% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,182 shares 14,182 $558K 0.1% new Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,756 shares 9,756 $555K 0.1% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,397 shares; 2025Q1: 7,956 shares; 2025Q2: 7,441 shares; 2025Q3: 7,231 shares; 2025Q4: 5,455 shares; 2026Q1: 5,348 shares 5,348 $549K 0.1% -107 Timeline IYW 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: 2,427 shares; 2024Q4: 1,722 shares; 2025Q1: 2,385 shares; 2025Q2: 2,403 shares; 2025Q3: 2,795 shares; 2025Q4: 3,223 shares; 2026Q1: 2,988 shares 2,988 $542K 0.1% -235 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,147 shares 21,147 $537K 0.1% new Timeline TNGX TANGO THERAPEUTICS INC More: the full row for TANGO 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: 31,840 shares; 2025Q4: not reported; 2026Q1: 25,376 shares 25,376 $531K 0.1% new Timeline NUGT 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: 3,132 shares; 2025Q3: 3,043 shares; 2025Q4: 3,021 shares; 2026Q1: 2,797 shares 2,797 $527K 0.1% -224 Timeline BUFQ 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: 7,113 shares; 2024Q4: 18,556 shares; 2025Q1: 22,019 shares; 2025Q2: 26,206 shares; 2025Q3: 19,631 shares; 2025Q4: 17,382 shares; 2026Q1: 14,852 shares 14,852 $525K 0.1% -2,530 Timeline TQQQ 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: 6,386 shares; 2025Q4: 12,611 shares; 2026Q1: 12,479 shares 12,479 $520K 0.1% -132 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE 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: 34,993 shares 34,993 $515K 0.09% new Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,016 shares 35,016 $514K 0.09% new Timeline JEPI 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: 4,890 shares; 2024Q4: 7,455 shares; 2025Q1: 3,919 shares; 2025Q2: 9,060 shares; 2025Q3: 9,640 shares; 2025Q4: 10,986 shares; 2026Q1: 9,074 shares 9,074 $514K 0.09% -1,912 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: 1,267 shares; 2025Q2: 1,361 shares; 2025Q3: 1,205 shares; 2025Q4: 1,750 shares; 2026Q1: 1,698 shares 1,698 $513K 0.09% -52 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 5,133 shares; 2025Q1: 3,539 shares; 2025Q2: 3,821 shares; 2025Q3: 3,516 shares; 2025Q4: 4,268 shares; 2026Q1: 5,520 shares 5,520 $512K 0.09% +1,252 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,609 shares; 2025Q1: 4,420 shares; 2025Q2: 4,493 shares; 2025Q3: 4,380 shares; 2025Q4: 4,556 shares; 2026Q1: 4,524 shares 4,524 $507K 0.09% -32 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,033 shares 5,033 $493K 0.09% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 6,399 shares; 2025Q1: 5,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,669 shares; 2025Q4: 3,498 shares; 2026Q1: 3,409 shares 3,409 $493K 0.09% -89 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,197 shares; 2026Q1: 18,652 shares 18,652 $488K 0.09% +455 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares; 2026Q1: 687 shares 687 $487K 0.09% +138 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,320 shares; 2024Q4: 9,047 shares; 2025Q1: 8,763 shares; 2025Q2: 11,755 shares; 2025Q3: 10,282 shares; 2025Q4: 8,875 shares; 2026Q1: 8,888 shares 8,888 $486K 0.09% +13 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,818 shares 14,818 $476K 0.09% new Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 5,769 shares; 2025Q1: 5,576 shares; 2025Q2: 18,185 shares; 2025Q3: 11,659 shares; 2025Q4: 11,619 shares; 2026Q1: 10,455 shares 10,455 $469K 0.09% -1,164 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS 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: 87,652 shares 87,652 $464K 0.08% new Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,417 shares 28,417 $463K 0.08% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,826 shares; 2024Q4: 22,361 shares; 2025Q1: 22,469 shares; 2025Q2: 20,953 shares; 2025Q3: 22,308 shares; 2025Q4: 19,168 shares; 2026Q1: 18,849 shares 18,849 $463K 0.08% -319 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 12,914 shares; 2025Q1: 12,882 shares; 2025Q2: 12,874 shares; 2025Q3: 12,882 shares; 2025Q4: 12,882 shares; 2026Q1: 12,882 shares 12,882 $463K 0.08% 0 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,193 shares 6,193 $460K 0.08% new Timeline QJUN 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: 7,740 shares; 2024Q4: 7,550 shares; 2025Q1: not reported; 2025Q2: 9,938 shares; 2025Q3: 15,443 shares; 2025Q4: 14,402 shares; 2026Q1: 14,573 shares 14,573 $455K 0.08% +171 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,162 shares; 2025Q2: 1,529 shares; 2025Q3: 1,528 shares; 2025Q4: 1,736 shares; 2026Q1: 1,793 shares 1,793 $446K 0.08% +57 Timeline FRHC FREEDOM HOLDING CORP More: the full row for FREEDOM HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,470 shares; 2025Q4: 3,240 shares; 2026Q1: 3,058 shares 3,058 $443K 0.08% -182 Timeline FTGS 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: 7,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,232 shares; 2026Q1: 12,917 shares 12,917 $440K 0.08% +1,685 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 2,184 shares; 2026Q1: 2,375 shares 2,375 $439K 0.08% +191 Timeline DDM 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: 6,219 shares; 2024Q4: 6,077 shares; 2025Q1: 4,479 shares; 2025Q2: 5,807 shares; 2025Q3: 5,189 shares; 2025Q4: 10,423 shares; 2026Q1: 8,426 shares 8,426 $439K 0.08% -1,997 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 13,931 shares; 2025Q1: 13,897 shares; 2025Q2: 13,896 shares; 2025Q3: 14,197 shares; 2025Q4: 13,839 shares; 2026Q1: 9,779 shares 9,779 $434K 0.08% -4,060 Timeline JEPQ 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: 4,334 shares; 2024Q4: 8,061 shares; 2025Q1: not reported; 2025Q2: 8,057 shares; 2025Q3: 8,080 shares; 2025Q4: 10,007 shares; 2026Q1: 7,781 shares 7,781 $432K 0.08% -2,226 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,049 shares; 2026Q1: 6,413 shares 6,413 $431K 0.08% +1,364 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,182 shares; 2025Q4: 5,321 shares; 2026Q1: 11,181 shares 11,181 $430K 0.08% +5,860 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,404 shares 47,404 $426K 0.08% new Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,594 shares; 2024Q4: 14,300 shares; 2025Q1: 14,244 shares; 2025Q2: 14,237 shares; 2025Q3: 14,666 shares; 2025Q4: 15,253 shares; 2026Q1: 14,861 shares 14,861 $423K 0.08% -392 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,944 shares; 2025Q3: 1,762 shares; 2025Q4: 1,748 shares; 2026Q1: 2,045 shares 2,045 $419K 0.08% +297 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 1,044 shares; 2026Q1: 1,087 shares 1,087 $413K 0.08% +43 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares; 2025Q4: 4,830 shares; 2026Q1: 4,774 shares 4,774 $405K 0.07% -56 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 10,039 shares; 2025Q1: 6,251 shares; 2025Q2: 5,364 shares; 2025Q3: 5,106 shares; 2025Q4: 4,932 shares; 2026Q1: 4,955 shares 4,955 $404K 0.07% +23 Timeline JPIE 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: 5,036 shares; 2025Q4: 6,937 shares; 2026Q1: 8,646 shares 8,646 $398K 0.07% +1,709 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,115 shares; 2025Q1: 1,942 shares; 2025Q2: 2,077 shares; 2025Q3: 1,935 shares; 2025Q4: 1,614 shares; 2026Q1: 1,867 shares 1,867 $386K 0.07% +253 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,307 shares; 2025Q3: 6,475 shares; 2025Q4: 7,305 shares; 2026Q1: 7,305 shares 7,305 $386K 0.07% 0 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: 10,474 shares; 2024Q4: 10,474 shares; 2025Q1: 13,183 shares; 2025Q2: 10,171 shares; 2025Q3: 9,826 shares; 2025Q4: 10,373 shares; 2026Q1: 10,294 shares 10,294 $385K 0.07% -79 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,043 shares; 2025Q1: 6,027 shares; 2025Q2: 6,082 shares; 2025Q3: 5,374 shares; 2025Q4: 6,232 shares; 2026Q1: 6,060 shares 6,060 $382K 0.07% -172 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,470 shares; 2026Q1: 3,456 shares 3,456 $380K 0.07% -14 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,967 shares; 2024Q4: 60,882 shares; 2025Q1: 91,334 shares; 2025Q2: 88,522 shares; 2025Q3: 87,704 shares; 2025Q4: 74,395 shares; 2026Q1: 74,395 shares 74,395 $379K 0.07% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,692 shares; 2025Q2: 3,532 shares; 2025Q3: 3,597 shares; 2025Q4: 3,494 shares; 2026Q1: 3,386 shares 3,386 $376K 0.07% -108 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 1,552 shares; 2025Q3: 1,438 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares 1,252 $374K 0.07% 0 Timeline FTXL 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,487 shares 2,487 $367K 0.07% +5 Timeline GJAN 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: 8,616 shares; 2025Q2: 8,621 shares; 2025Q3: 8,616 shares; 2025Q4: 8,616 shares; 2026Q1: 8,616 shares 8,616 $361K 0.07% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,492 shares 1,492 $355K 0.07% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 11,076 shares; 2025Q1: 10,059 shares; 2025Q2: 8,561 shares; 2025Q3: 1,154 shares; 2025Q4: 1,181 shares; 2026Q1: 1,267 shares 1,267 $354K 0.06% +86 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES 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: 11,060 shares; 2026Q1: 11,060 shares 11,060 $353K 0.06% 0 Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,747 shares; 2024Q4: 426,788 shares; 2025Q1: 424,423 shares; 2025Q2: 640,882 shares; 2025Q3: 652,294 shares; 2025Q4: 641,335 shares; 2026Q1: 660,746 shares 660,746 $350K 0.06% +19,411 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,873 shares 6,873 $349K 0.06% new Timeline MGOV 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: 23,166 shares; 2025Q2: 19,721 shares; 2025Q3: 16,406 shares; 2025Q4: 18,288 shares; 2026Q1: 17,017 shares 17,017 $345K 0.06% -1,271 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 42,279 shares; 2026Q1: 39,073 shares 39,073 $343K 0.06% -3,206 Timeline FPEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,360 shares; 2025Q4: 18,060 shares; 2026Q1: 18,000 shares 18,000 $342K 0.06% -60 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $341K 0.06% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 1,749 shares; 2025Q1: 1,695 shares; 2025Q2: 1,650 shares; 2025Q3: 1,734 shares; 2025Q4: 1,339 shares; 2026Q1: 1,254 shares 1,254 $334K 0.06% -85 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares; 2026Q1: 2,670 shares 2,670 $332K 0.06% +154 Timeline FJUN 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: 8,416 shares; 2024Q4: 8,113 shares; 2025Q1: 6,514 shares; 2025Q2: 10,469 shares; 2025Q3: 5,749 shares; 2025Q4: 5,693 shares; 2026Q1: 5,746 shares 5,746 $325K 0.06% +53 Timeline RTX RTX CORPORATION More: the full row for RTX 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: 1,678 shares; 2026Q1: 1,680 shares 1,680 $324K 0.06% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares; 2025Q4: 1,257 shares; 2026Q1: 1,116 shares 1,116 $323K 0.06% -141 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,274 shares; 2024Q4: 31,153 shares; 2025Q1: 15,371 shares; 2025Q2: 15,531 shares; 2025Q3: 12,745 shares; 2025Q4: 8,315 shares; 2026Q1: 8,350 shares 8,350 $322K 0.06% +35 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,218 shares; 2025Q4: 6,008 shares; 2026Q1: 6,136 shares 6,136 $322K 0.06% +128 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,535 shares 19,535 $321K 0.06% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 789 shares; 2025Q2: 961 shares; 2025Q3: 953 shares; 2025Q4: 1,133 shares; 2026Q1: 1,020 shares 1,020 $317K 0.06% -113 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 76,816 shares; 2025Q1: 65,350 shares; 2025Q2: 52,179 shares; 2025Q3: 43,788 shares; 2025Q4: 13,837 shares; 2026Q1: 12,032 shares 12,032 $317K 0.06% -1,805 Timeline TPLC 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: 7,183 shares; 2024Q4: 7,183 shares; 2025Q1: 7,047 shares; 2025Q2: 7,085 shares; 2025Q3: 7,019 shares; 2025Q4: 6,789 shares; 2026Q1: 6,789 shares 6,789 $315K 0.06% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,640 shares; 2025Q4: 15,630 shares; 2026Q1: 15,993 shares 15,993 $308K 0.06% +363 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 192 shares; 2025Q3: 258 shares; 2025Q4: 2,298 shares; 2026Q1: 3,192 shares 3,192 $307K 0.06% +894 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,757 shares; 2025Q3: 1,582 shares; 2025Q4: 2,142 shares; 2026Q1: 2,080 shares 2,080 $306K 0.06% -62 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC 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: 1,396 shares; 2025Q4: 1,872 shares; 2026Q1: 1,907 shares 1,907 $305K 0.06% +35 Timeline SCHG 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: 13,229 shares; 2025Q1: 12,287 shares; 2025Q2: 10,390 shares; 2025Q3: 10,668 shares; 2025Q4: 10,323 shares; 2026Q1: 10,437 shares 10,437 $304K 0.06% +114 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares; 2026Q1: 3,786 shares 3,786 $303K 0.06% +768 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,929 shares; 2025Q2: 10,015 shares; 2025Q3: not reported; 2025Q4: 2,248 shares; 2026Q1: 2,684 shares 2,684 $302K 0.06% +436 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 6,503 shares; 2025Q4: 7,382 shares; 2026Q1: 7,322 shares 7,322 $299K 0.05% -60 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 21,592 shares; 2025Q3: 22,598 shares; 2025Q4: not reported; 2026Q1: 6,324 shares 6,324 $293K 0.05% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 1,038 shares; 2025Q1: 1,517 shares; 2025Q2: 1,615 shares; 2025Q3: 1,713 shares; 2025Q4: 1,426 shares; 2026Q1: 891 shares 891 $293K 0.05% -535 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares 2,674 $289K 0.05% new Timeline UWM 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: 9,145 shares; 2024Q4: 8,926 shares; 2025Q1: not reported; 2025Q2: 10,119 shares; 2025Q3: 9,031 shares; 2025Q4: 8,341 shares; 2026Q1: 6,140 shares 6,140 $287K 0.05% -2,201 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,835 shares; 2024Q4: 16,501 shares; 2025Q1: 17,123 shares; 2025Q2: 17,010 shares; 2025Q3: 9,952 shares; 2025Q4: 9,869 shares; 2026Q1: 9,329 shares 9,329 $284K 0.05% -540 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,246 shares; 2025Q1: 2,363 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,717 shares; 2026Q1: 2,337 shares 2,337 $281K 0.05% -380 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 23,590 shares; 2025Q1: 10,558 shares; 2025Q2: 10,587 shares; 2025Q3: 9,386 shares; 2025Q4: 3,924 shares; 2026Q1: 3,821 shares 3,821 $280K 0.05% -103 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 1,323 shares; 2025Q3: 399 shares; 2025Q4: 567 shares; 2026Q1: 465 shares 465 $278K 0.05% -102 Timeline KO COCA COLA CO More: the full row for COCA COLA 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: 3,271 shares; 2026Q1: 3,652 shares 3,652 $278K 0.05% +381 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $276K 0.05% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,324 shares 1,324 $267K 0.05% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 1,213 shares 1,213 $264K 0.05% +248 Timeline MVV 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: 5,791 shares; 2024Q4: 5,643 shares; 2025Q1: 3,681 shares; 2025Q2: 6,001 shares; 2025Q3: 5,245 shares; 2025Q4: 5,100 shares; 2026Q1: 3,665 shares 3,665 $263K 0.05% -1,435 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares; 2026Q1: 2,782 shares 2,782 $263K 0.05% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 12,954 shares; 2025Q1: 18,159 shares; 2025Q2: 21,584 shares; 2025Q3: 13,127 shares; 2025Q4: 13,516 shares; 2026Q1: 8,441 shares 8,441 $262K 0.05% -5,075 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,795 shares; 2025Q2: 11,272 shares; 2025Q3: 16,110 shares; 2025Q4: 13,327 shares; 2026Q1: 10,947 shares 10,947 $261K 0.05% -2,380 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,938 shares; 2025Q1: 3,096 shares; 2025Q2: 2,948 shares; 2025Q3: 2,884 shares; 2025Q4: 2,995 shares; 2026Q1: 3,255 shares 3,255 $261K 0.05% +260 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 679 shares; 2026Q1: 734 shares 734 $258K 0.05% +55 Timeline EMLP 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: 5,887 shares; 2026Q1: 5,898 shares 5,898 $258K 0.05% +11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares 295 $258K 0.05% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,222 shares 1,222 $255K 0.05% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 7,461 shares; 2025Q2: 6,481 shares; 2025Q3: 6,568 shares; 2025Q4: 5,845 shares; 2026Q1: 4,794 shares 4,794 $253K 0.05% -1,051 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,601 shares; 2025Q1: 2,791 shares; 2025Q2: 2,817 shares; 2025Q3: 5,680 shares; 2025Q4: 5,726 shares; 2026Q1: 3,155 shares 3,155 $250K 0.05% -2,571 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,000 shares; 2025Q2: 2,212 shares; 2025Q3: 2,102 shares; 2025Q4: 2,344 shares; 2026Q1: 2,273 shares 2,273 $249K 0.05% -71 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,476 shares; 2026Q1: 4,565 shares 4,565 $248K 0.05% +89 Timeline FPX 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: 1,306 shares; 2026Q1: 1,538 shares 1,538 $244K 0.04% +232 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,850 shares 4,850 $243K 0.04% new Timeline HYG 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: 3,266 shares; 2025Q2: 4,937 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,057 shares 3,057 $243K 0.04% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,829 shares; 2026Q1: 5,188 shares 5,188 $242K 0.04% +359 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS 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: 724 shares; 2025Q4: 786 shares; 2026Q1: 796 shares 796 $241K 0.04% +10 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 10,503 shares; 2025Q1: 13,752 shares; 2025Q2: 18,284 shares; 2025Q3: 11,246 shares; 2025Q4: 11,197 shares; 2026Q1: 6,460 shares 6,460 $240K 0.04% -4,737 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,658 shares; 2026Q1: 19,570 shares 19,570 $238K 0.04% +7,912 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,958 shares 4,958 $238K 0.04% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares 2,732 $237K 0.04% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 3,059 shares; 2026Q1: 3,222 shares 3,222 $237K 0.04% +163 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,612 shares; 2024Q4: 14,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,161 shares 1,161 $236K 0.04% +14 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 823 shares; 2025Q4: 1,069 shares; 2026Q1: 975 shares 975 $234K 0.04% -94 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $234K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,734 shares; 2025Q1: 2,535 shares; 2025Q2: 2,082 shares; 2025Q3: 2,183 shares; 2025Q4: 1,540 shares; 2026Q1: 1,494 shares 1,494 $232K 0.04% -46 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 363 shares; 2025Q4: 374 shares; 2026Q1: 340 shares 340 $232K 0.04% -34 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,977 shares 7,977 $231K 0.04% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,283 shares 1,283 $230K 0.04% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,192 shares; 2026Q1: 2,968 shares 2,968 $230K 0.04% -224 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS 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: 4,908 shares 4,908 $228K 0.04% new Timeline QMAG 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: 11,128 shares; 2025Q4: 10,030 shares; 2026Q1: 9,661 shares 9,661 $224K 0.04% -369 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS 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: 341 shares; 2025Q4: 392 shares; 2026Q1: 263 shares 263 $222K 0.04% -129 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $221K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares 444 $220K 0.04% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,862 shares; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,425 shares 1,425 $220K 0.04% +78 Timeline UGL PROSHARES TR II More: the full row for PROSHARES 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: 3,534 shares 3,534 $217K 0.04% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,696 shares; 2026Q1: 4,588 shares 4,588 $217K 0.04% -108 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 630 shares 630 $216K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: not reported; 2026Q1: 1,012 shares 1,012 $216K 0.04% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,294 shares 10,294 $216K 0.04% new Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,330 shares 5,330 $215K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 964 shares; 2025Q4: 1,181 shares; 2026Q1: 874 shares 874 $212K 0.04% -307 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 5,876 shares 5,876 $210K 0.04% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,251 shares; 2025Q4: 2,429 shares; 2026Q1: 2,385 shares 2,385 $208K 0.04% -44 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares 2,675 $208K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 1,605 shares; 2026Q1: 1,740 shares 1,740 $207K 0.04% +135 Timeline IYH 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: 3,423 shares; 2025Q4: 5,486 shares; 2026Q1: 3,344 shares 3,344 $206K 0.04% -2,142 Timeline MATX MATSON INC More: the full row for MATSON 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: 1,257 shares 1,257 $206K 0.04% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 988 shares; 2025Q3: 945 shares; 2025Q4: 955 shares; 2026Q1: 954 shares 954 $206K 0.04% -1 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $203K 0.04% new Timeline ISMD 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: 9,684 shares; 2024Q4: 9,464 shares; 2025Q1: 12,666 shares; 2025Q2: 11,783 shares; 2025Q3: 7,299 shares; 2025Q4: 7,367 shares; 2026Q1: 5,061 shares 5,061 $202K 0.04% -2,306 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,223 shares; 2025Q4: 5,590 shares; 2026Q1: 5,519 shares 5,519 $201K 0.04% -71 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,307 shares; 2025Q2: 16,735 shares; 2025Q3: 15,347 shares; 2025Q4: 15,058 shares; 2026Q1: 14,981 shares 14,981 $188K 0.03% -77 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,075 shares; 2024Q4: 13,524 shares; 2025Q1: 13,599 shares; 2025Q2: 13,804 shares; 2025Q3: 12,464 shares; 2025Q4: 11,374 shares; 2026Q1: 10,814 shares 10,814 $160K 0.03% -560 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,450 shares; 2026Q1: 44,588 shares 44,588 $147K 0.03% +9,138 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares; 2026Q1: 11,301 shares 11,301 $141K 0.03% +285 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,617 shares; 2025Q2: 11,350 shares; 2025Q3: 10,362 shares; 2025Q4: 10,078 shares; 2026Q1: 10,083 shares 10,083 $98.8K 0.02% +5 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,097 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $80.4K 0.01% 0 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL 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: 18,287 shares 18,287 $78.8K 0.01% new Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 333,665 shares; 2025Q4: 20,254 shares; 2026Q1: 20,022 shares 20,022 $60.1K 0.01% -232 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,543 shares 13,543 $52.4K 0.01% new Timeline VYNE VYNE THERAPEUTICS INC More: the full row for VYNE 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: 51,326 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares; 2026Q1: 11,059 shares 11,059 $6.61K <0.01% 0 Timeline