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: 2,931,752 shares; 2024Q4: 2,865,145 shares; 2025Q1: 2,711,686 shares; 2025Q2: 2,589,116 shares; 2025Q3: 2,578,039 shares; 2025Q4: 2,709,843 shares; 2026Q1: 2,912,545 shares 2,912,545 $109M 8.88% +202,702 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: 2,918,897 shares; 2024Q4: 2,977,143 shares; 2025Q1: 2,947,333 shares; 2025Q2: 2,938,025 shares; 2025Q3: 3,085,641 shares; 2025Q4: 3,371,726 shares; 2026Q1: 4,327,789 shares 4,327,789 $103M 8.41% +956,063 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952,581 shares; 2024Q4: 3,017,625 shares; 2025Q1: 2,686,591 shares; 2025Q2: 2,588,517 shares; 2025Q3: 2,603,606 shares; 2025Q4: 2,541,835 shares; 2026Q1: 2,383,561 shares 2,383,561 $68.4M 5.57% -158,274 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,694 shares; 2024Q4: 208,791 shares; 2025Q1: 212,941 shares; 2025Q2: 205,066 shares; 2025Q3: 217,144 shares; 2025Q4: 240,047 shares; 2026Q1: 266,885 shares 266,885 $66.9M 5.45% +26,838 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: 1,322,735 shares; 2024Q4: 1,349,746 shares; 2025Q1: 1,295,537 shares; 2025Q2: 1,382,520 shares; 2025Q3: 1,431,504 shares; 2025Q4: 1,442,681 shares; 2026Q1: 1,445,003 shares 1,445,003 $57.8M 4.71% +2,322 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: 976,066 shares; 2024Q4: 927,779 shares; 2025Q1: 943,533 shares; 2025Q2: 1,025,176 shares; 2025Q3: 1,048,405 shares; 2025Q4: 1,071,641 shares; 2026Q1: 1,186,353 shares 1,186,353 $55.9M 4.56% +114,712 Timeline USFR 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: 791,936 shares; 2024Q4: 681,824 shares; 2025Q1: 751,547 shares; 2025Q2: 670,826 shares; 2025Q3: 608,769 shares; 2025Q4: 548,205 shares; 2026Q1: 590,380 shares 590,380 $29.7M 2.42% +42,175 Timeline FDLS 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: 668,043 shares; 2024Q4: 679,909 shares; 2025Q1: 742,552 shares; 2025Q2: 730,610 shares; 2025Q3: 717,436 shares; 2025Q4: 722,828 shares; 2026Q1: 766,677 shares 766,677 $28.3M 2.31% +43,849 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576,057 shares; 2024Q4: 647,292 shares; 2025Q1: 753,178 shares; 2025Q2: 770,190 shares; 2025Q3: 779,331 shares; 2025Q4: 810,109 shares; 2026Q1: 860,190 shares 860,190 $17.6M 1.43% +50,081 Timeline SPHY 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: 322,047 shares; 2024Q4: 517,636 shares; 2025Q1: 625,281 shares; 2025Q2: 647,665 shares; 2025Q3: 639,850 shares; 2025Q4: 665,192 shares; 2026Q1: 738,686 shares 738,686 $17.2M 1.4% +73,494 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,750 shares; 2024Q4: 161,395 shares; 2025Q1: 223,744 shares; 2025Q2: 180,759 shares; 2025Q3: 222,883 shares; 2025Q4: 270,661 shares; 2026Q1: 300,479 shares 300,479 $13.4M 1.09% +29,818 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,047 shares; 2025Q3: 248,246 shares; 2025Q4: 259,407 shares; 2026Q1: 662,616 shares 662,616 $12.9M 1.05% +403,209 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: 98,336 shares; 2024Q4: 60,627 shares; 2025Q1: 177,280 shares; 2025Q2: 191,820 shares; 2025Q3: 194,847 shares; 2025Q4: 202,146 shares; 2026Q1: 312,734 shares 312,734 $11.6M 0.95% +110,588 Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: 283,535 shares; 2025Q3: 320,648 shares; 2025Q4: 341,309 shares; 2026Q1: 245,488 shares 245,488 $8.5M 0.69% -95,821 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,782 shares; 2025Q2: 128,748 shares; 2025Q3: 134,703 shares; 2025Q4: 139,454 shares; 2026Q1: 165,874 shares 165,874 $8.24M 0.67% +26,420 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,361 shares; 2025Q1: 8,381 shares; 2025Q2: 8,405 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,958 shares 171,958 $6.68M 0.54% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,572 shares; 2024Q4: 176,224 shares; 2025Q1: 198,222 shares; 2025Q2: 236,310 shares; 2025Q3: 226,466 shares; 2025Q4: 247,426 shares; 2026Q1: 230,021 shares 230,021 $6.59M 0.54% -17,405 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: 14,979 shares; 2024Q4: 15,319 shares; 2025Q1: 20,223 shares; 2025Q2: 21,001 shares; 2025Q3: 21,218 shares; 2025Q4: 22,341 shares; 2026Q1: 22,936 shares 22,936 $5.82M 0.47% +595 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231,966 shares 231,966 $5.73M 0.47% new 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: 8,266 shares; 2024Q4: 6,843 shares; 2025Q1: 8,350 shares; 2025Q2: 7,498 shares; 2025Q3: 7,397 shares; 2025Q4: 7,938 shares; 2026Q1: 7,781 shares 7,781 $5.51M 0.45% -157 Timeline MBB 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: 40,710 shares; 2024Q4: 42,216 shares; 2025Q1: 44,215 shares; 2025Q2: 52,783 shares; 2025Q3: 50,034 shares; 2025Q4: 54,240 shares; 2026Q1: 55,573 shares 55,573 $5.28M 0.43% +1,333 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: 7,870 shares; 2024Q4: 7,786 shares; 2025Q1: 7,312 shares; 2025Q2: 4,750 shares; 2025Q3: not reported; 2025Q4: 8,795 shares; 2026Q1: 87,016 shares 87,016 $5.2M 0.42% +78,221 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: 18,128 shares; 2024Q4: 19,168 shares; 2025Q1: 18,523 shares; 2025Q2: 18,488 shares; 2025Q3: 25,932 shares; 2025Q4: 31,906 shares; 2026Q1: 29,836 shares 29,836 $5.06M 0.41% -2,070 Timeline SPYV 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: 43,806 shares; 2024Q4: 46,238 shares; 2025Q1: 71,564 shares; 2025Q2: 84,995 shares; 2025Q3: 83,320 shares; 2025Q4: 92,098 shares; 2026Q1: 84,774 shares 84,774 $4.8M 0.39% -7,324 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,002 shares; 2024Q4: 84,589 shares; 2025Q1: 91,622 shares; 2025Q2: 186,543 shares; 2025Q3: 213,789 shares; 2025Q4: 149,606 shares; 2026Q1: 184,795 shares 184,795 $4.6M 0.38% +35,189 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,414 shares; 2024Q4: 145,989 shares; 2025Q1: 166,814 shares; 2025Q2: 169,236 shares; 2025Q3: 190,167 shares; 2025Q4: 194,955 shares; 2026Q1: 204,404 shares 204,404 $4.57M 0.37% +9,449 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: 3,395 shares; 2024Q4: 3,450 shares; 2025Q1: 3,838 shares; 2025Q2: 3,896 shares; 2025Q3: 4,298 shares; 2025Q4: 5,125 shares; 2026Q1: 6,913 shares 6,913 $4.52M 0.37% +1,788 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: not reported; 2024Q4: not reported; 2025Q1: 24,793 shares; 2025Q2: 63,785 shares; 2025Q3: 72,148 shares; 2025Q4: 67,938 shares; 2026Q1: 79,354 shares 79,354 $4.5M 0.37% +11,416 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,787 shares; 2025Q3: 60,225 shares; 2025Q4: 52,070 shares; 2026Q1: 50,526 shares 50,526 $4.33M 0.35% -1,544 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 151,524 shares; 2025Q3: 178,013 shares; 2025Q4: 158,169 shares; 2026Q1: 153,528 shares 153,528 $4.27M 0.35% -4,641 Timeline QUAL 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: 2,872 shares; 2024Q4: 3,026 shares; 2025Q1: 3,554 shares; 2025Q2: 4,016 shares; 2025Q3: 5,220 shares; 2025Q4: 6,418 shares; 2026Q1: 22,153 shares 22,153 $4.25M 0.35% +15,735 Timeline IEFA 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: 21,695 shares; 2024Q4: 22,759 shares; 2025Q1: 33,885 shares; 2025Q2: 40,711 shares; 2025Q3: 40,215 shares; 2025Q4: 47,393 shares; 2026Q1: 46,890 shares 46,890 $4.24M 0.35% -503 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: 13,866 shares; 2024Q4: 15,411 shares; 2025Q1: 16,035 shares; 2025Q2: 18,690 shares; 2025Q3: 17,907 shares; 2025Q4: 18,597 shares; 2026Q1: 24,080 shares 24,080 $4.2M 0.34% +5,483 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,062 shares; 2024Q4: 89,799 shares; 2025Q1: 64,244 shares; 2025Q2: 62,352 shares; 2025Q3: 61,633 shares; 2025Q4: 73,076 shares; 2026Q1: 83,038 shares 83,038 $4.18M 0.34% +9,962 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 57,974 shares; 2025Q3: 54,742 shares; 2025Q4: 62,862 shares; 2026Q1: 56,491 shares 56,491 $4.11M 0.33% -6,371 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: not reported; 2024Q4: not reported; 2025Q1: 27,770 shares; 2025Q2: 39,290 shares; 2025Q3: 42,472 shares; 2025Q4: 44,894 shares; 2026Q1: 41,581 shares 41,581 $4.09M 0.33% -3,313 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,403 shares; 2024Q4: 73,126 shares; 2025Q1: 68,059 shares; 2025Q2: 83,566 shares; 2025Q3: 82,335 shares; 2025Q4: 70,710 shares; 2026Q1: 37,785 shares 37,785 $3.79M 0.31% -32,925 Timeline SPYG 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: 19,727 shares; 2024Q4: 20,638 shares; 2025Q1: 33,134 shares; 2025Q2: 40,899 shares; 2025Q3: 38,796 shares; 2025Q4: 41,781 shares; 2026Q1: 38,581 shares 38,581 $3.78M 0.31% -3,200 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,991 shares; 2025Q3: 70,444 shares; 2025Q4: 53,843 shares; 2026Q1: 50,180 shares 50,180 $3.75M 0.31% -3,663 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,555 shares; 2025Q2: 7,424 shares; 2025Q3: 10,971 shares; 2025Q4: 10,905 shares; 2026Q1: 28,336 shares 28,336 $3.65M 0.3% +17,431 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,012 shares; 2025Q2: 66,369 shares; 2025Q3: 68,781 shares; 2025Q4: 69,921 shares; 2026Q1: 73,183 shares 73,183 $3.64M 0.3% +3,262 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,785 shares; 2024Q4: 67,559 shares; 2025Q1: 102,443 shares; 2025Q2: 99,776 shares; 2025Q3: 98,876 shares; 2025Q4: 102,625 shares; 2026Q1: 91,579 shares 91,579 $3.59M 0.29% -11,046 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,844 shares; 2025Q3: 36,270 shares; 2025Q4: 36,188 shares; 2026Q1: 27,978 shares 27,978 $3.56M 0.29% -8,210 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: 115,061 shares; 2024Q4: 142,374 shares; 2025Q1: 165,530 shares; 2025Q2: 122,953 shares; 2025Q3: 117,279 shares; 2025Q4: 114,951 shares; 2026Q1: 78,658 shares 78,658 $3.49M 0.28% -36,293 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,640 shares; 2025Q2: 78,561 shares; 2025Q3: 74,995 shares; 2025Q4: 80,722 shares; 2026Q1: 75,927 shares 75,927 $3.48M 0.28% -4,795 Timeline SPIB 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: 68,415 shares; 2024Q4: 71,199 shares; 2025Q1: 75,910 shares; 2025Q2: 95,074 shares; 2025Q3: 93,065 shares; 2025Q4: 104,438 shares; 2026Q1: 102,090 shares 102,090 $3.42M 0.28% -2,348 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,179 shares; 2025Q3: 59,787 shares; 2025Q4: 76,945 shares; 2026Q1: 79,316 shares 79,316 $3.42M 0.28% +2,371 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,980 shares; 2026Q1: 99,413 shares 99,413 $3.29M 0.27% +5,433 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: 153,532 shares; 2025Q4: 9,749 shares; 2026Q1: 70,576 shares 70,576 $3.23M 0.26% +60,827 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,501 shares; 2026Q1: 124,031 shares 124,031 $3.21M 0.26% -6,470 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,934 shares; 2024Q4: 31,429 shares; 2025Q1: 41,969 shares; 2025Q2: 43,582 shares; 2025Q3: 59,018 shares; 2025Q4: 40,826 shares; 2026Q1: 38,489 shares 38,489 $3.15M 0.26% -2,337 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,539 shares; 2025Q2: 58,402 shares; 2025Q3: 63,817 shares; 2025Q4: 72,076 shares; 2026Q1: 56,595 shares 56,595 $3.11M 0.25% -15,481 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,765 shares; 2025Q4: 13,861 shares; 2026Q1: 91,440 shares 91,440 $3.1M 0.25% +77,579 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,087 shares; 2025Q3: 39,863 shares; 2025Q4: 37,533 shares; 2026Q1: 35,664 shares 35,664 $3.07M 0.25% -1,869 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 75,066 shares 75,066 $3.03M 0.25% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,327 shares 23,327 $2.98M 0.24% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,430 shares; 2025Q3: 27,834 shares; 2025Q4: 55,575 shares; 2026Q1: 73,708 shares 73,708 $2.97M 0.24% +18,133 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 4,217 shares; 2025Q1: 4,335 shares; 2025Q2: 28,005 shares; 2025Q3: 27,616 shares; 2025Q4: 26,903 shares; 2026Q1: 28,008 shares 28,008 $2.96M 0.24% +1,105 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: 5,133 shares; 2024Q4: 5,290 shares; 2025Q1: 8,332 shares; 2025Q2: 9,221 shares; 2025Q3: 9,726 shares; 2025Q4: 10,483 shares; 2026Q1: 9,231 shares 9,231 $2.96M 0.24% -1,252 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,744 shares; 2025Q3: 7,946 shares; 2025Q4: 30,033 shares; 2026Q1: 29,164 shares 29,164 $2.94M 0.24% -869 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,389 shares; 2024Q4: 83,257 shares; 2025Q1: 96,528 shares; 2025Q2: 97,244 shares; 2025Q3: 109,593 shares; 2025Q4: 111,658 shares; 2026Q1: 113,738 shares 113,738 $2.93M 0.24% +2,080 Timeline OXM OXFORD INDS INC More: the full row for OXFORD 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: 51,831 shares; 2025Q3: 66,444 shares; 2025Q4: 73,565 shares; 2026Q1: 75,055 shares 75,055 $2.89M 0.24% +1,490 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 12,361 shares; 2025Q1: 17,632 shares; 2025Q2: 22,231 shares; 2025Q3: 21,791 shares; 2025Q4: 26,287 shares; 2026Q1: 26,205 shares 26,205 $2.87M 0.23% -82 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 132,634 shares; 2025Q3: 123,285 shares; 2025Q4: 120,749 shares; 2026Q1: 109,237 shares 109,237 $2.85M 0.23% -11,512 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,268 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,366 shares; 2026Q1: 79,346 shares 79,346 $2.84M 0.23% -61,020 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: 241 shares; 2024Q4: 253 shares; 2025Q1: 238 shares; 2025Q2: 288 shares; 2025Q3: 300 shares; 2025Q4: 314 shares; 2026Q1: 2,846 shares 2,846 $2.84M 0.23% +2,532 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,403 shares; 2024Q4: 73,840 shares; 2025Q1: 100,766 shares; 2025Q2: not reported; 2025Q3: 121,984 shares; 2025Q4: 117,084 shares; 2026Q1: 102,164 shares 102,164 $2.8M 0.23% -14,920 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS 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: 71,779 shares; 2025Q3: 72,855 shares; 2025Q4: 78,081 shares; 2026Q1: 71,916 shares 71,916 $2.79M 0.23% -6,165 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,666 shares 61,666 $2.77M 0.23% new Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,117 shares; 2024Q4: 29,537 shares; 2025Q1: 39,278 shares; 2025Q2: 44,225 shares; 2025Q3: 40,871 shares; 2025Q4: 42,186 shares; 2026Q1: 39,141 shares 39,141 $2.76M 0.23% -3,045 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL 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: 140,980 shares; 2025Q3: 146,334 shares; 2025Q4: 152,559 shares; 2026Q1: 141,890 shares 141,890 $2.76M 0.22% -10,669 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,068 shares; 2025Q2: 45,545 shares; 2025Q3: 45,476 shares; 2025Q4: 42,825 shares; 2026Q1: 39,815 shares 39,815 $2.76M 0.22% -3,010 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF 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: 84,169 shares 84,169 $2.75M 0.22% new Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 82,237 shares; 2025Q3: 78,344 shares; 2025Q4: 78,087 shares; 2026Q1: 60,868 shares 60,868 $2.75M 0.22% -17,219 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: 97,968 shares; 2025Q3: 93,752 shares; 2025Q4: 91,489 shares; 2026Q1: 76,855 shares 76,855 $2.75M 0.22% -14,634 Timeline XFIV 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: not reported; 2025Q4: not reported; 2026Q1: 55,803 shares 55,803 $2.74M 0.22% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: not reported; 2026Q1: 29,411 shares 29,411 $2.74M 0.22% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,907 shares; 2025Q1: not reported; 2025Q2: 31,959 shares; 2025Q3: 29,593 shares; 2025Q4: 31,174 shares; 2026Q1: 21,933 shares 21,933 $2.7M 0.22% -9,241 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,266 shares; 2026Q1: 40,037 shares 40,037 $2.69M 0.22% +1,771 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,389 shares; 2024Q4: 78,859 shares; 2025Q1: 78,283 shares; 2025Q2: 75,367 shares; 2025Q3: 80,067 shares; 2025Q4: 91,718 shares; 2026Q1: 98,208 shares 98,208 $2.67M 0.22% +6,490 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 115,894 shares; 2025Q3: 110,620 shares; 2025Q4: 133,069 shares; 2026Q1: 146,577 shares 146,577 $2.65M 0.22% +13,508 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,477 shares; 2026Q1: 45,684 shares 45,684 $2.61M 0.21% -1,793 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,719 shares 65,719 $2.59M 0.21% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,034 shares 51,034 $2.58M 0.21% new 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: 2,758 shares; 2024Q4: 2,875 shares; 2025Q1: 3,892 shares; 2025Q2: 4,382 shares; 2025Q3: 4,393 shares; 2025Q4: 5,364 shares; 2026Q1: 6,693 shares 6,693 $2.48M 0.2% +1,329 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 11,713 shares; 2025Q1: 16,365 shares; 2025Q2: 19,125 shares; 2025Q3: 18,812 shares; 2025Q4: 21,225 shares; 2026Q1: 19,517 shares 19,517 $2.43M 0.2% -1,708 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,792 shares; 2025Q1: 35,014 shares; 2025Q2: 42,224 shares; 2025Q3: 40,444 shares; 2025Q4: 50,012 shares; 2026Q1: 48,576 shares 48,576 $2.42M 0.2% -1,436 Timeline SPYM 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: 6,086 shares; 2024Q4: 6,350 shares; 2025Q1: 9,464 shares; 2025Q2: 9,261 shares; 2025Q3: 9,286 shares; 2025Q4: 9,261 shares; 2026Q1: 31,536 shares 31,536 $2.41M 0.2% +22,275 Timeline XTRE 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: not reported; 2025Q4: 4,741 shares; 2026Q1: 48,187 shares 48,187 $2.39M 0.19% +43,446 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: 39,286 shares; 2025Q3: 44,421 shares; 2025Q4: 39,888 shares; 2026Q1: 48,518 shares 48,518 $2.39M 0.19% +8,630 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,411 shares; 2024Q4: 63,249 shares; 2025Q1: 98,102 shares; 2025Q2: 131,389 shares; 2025Q3: 142,112 shares; 2025Q4: 156,732 shares; 2026Q1: 151,669 shares 151,669 $2.38M 0.19% -5,063 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: 21,788 shares; 2024Q4: 20,688 shares; 2025Q1: 14,416 shares; 2025Q2: 28,104 shares; 2025Q3: 23,847 shares; 2025Q4: 16,840 shares; 2026Q1: 21,408 shares 21,408 $2.32M 0.19% +4,568 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,266 shares; 2025Q4: 61,715 shares; 2026Q1: 75,081 shares 75,081 $2.3M 0.19% +13,366 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: 20,083 shares; 2025Q2: 36,794 shares; 2025Q3: 42,866 shares; 2025Q4: 41,659 shares; 2026Q1: 44,963 shares 44,963 $2.26M 0.18% +3,304 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: 1,270 shares; 2024Q4: 15,400 shares; 2025Q1: 1,860 shares; 2025Q2: 4,982 shares; 2025Q3: 4,393 shares; 2025Q4: 4,868 shares; 2026Q1: 7,274 shares 7,274 $2.25M 0.18% +2,406 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,676 shares; 2025Q2: 9,878 shares; 2025Q3: 9,824 shares; 2025Q4: 9,231 shares; 2026Q1: 9,654 shares 9,654 $2.21M 0.18% +423 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,262 shares; 2025Q3: 65,388 shares; 2025Q4: 92,621 shares; 2026Q1: 86,000 shares 86,000 $2.2M 0.18% -6,621 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: 85,476 shares; 2024Q4: 109,919 shares; 2025Q1: 139,793 shares; 2025Q2: 149,700 shares; 2025Q3: 182,824 shares; 2025Q4: 202,226 shares; 2026Q1: 212,175 shares 212,175 $2.16M 0.18% +9,949 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,916 shares; 2024Q4: 61,669 shares; 2025Q1: 77,441 shares; 2025Q2: 99,347 shares; 2025Q3: 103,597 shares; 2025Q4: 97,547 shares; 2026Q1: 51,587 shares 51,587 $2.13M 0.17% -45,960 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,569 shares; 2025Q2: 5,435 shares; 2025Q3: 6,030 shares; 2025Q4: 7,877 shares; 2026Q1: 35,907 shares 35,907 $2.09M 0.17% +28,030 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,317 shares; 2025Q2: 54,450 shares; 2025Q3: 64,279 shares; 2025Q4: 55,070 shares; 2026Q1: 54,808 shares 54,808 $2.07M 0.17% -262 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: 2,455 shares; 2024Q4: 2,874 shares; 2025Q1: 3,028 shares; 2025Q2: 3,811 shares; 2025Q3: 4,682 shares; 2025Q4: 4,887 shares; 2026Q1: 4,803 shares 4,803 $2.07M 0.17% -84 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,933 shares; 2025Q1: 13,346 shares; 2025Q2: 15,741 shares; 2025Q3: 16,789 shares; 2025Q4: 22,536 shares; 2026Q1: 28,102 shares 28,102 $1.96M 0.16% +5,566 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,142 shares; 2024Q4: 10,142 shares; 2025Q1: 7,741 shares; 2025Q2: 36,495 shares; 2025Q3: 35,408 shares; 2025Q4: 28,990 shares; 2026Q1: 29,195 shares 29,195 $1.96M 0.16% +205 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 6,390 shares; 2025Q1: 6,399 shares; 2025Q2: 7,534 shares; 2025Q3: 8,105 shares; 2025Q4: 14,354 shares; 2026Q1: 42,337 shares 42,337 $1.96M 0.16% +27,983 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: 2,602 shares; 2024Q4: 2,931 shares; 2025Q1: 3,585 shares; 2025Q2: 3,827 shares; 2025Q3: 4,067 shares; 2025Q4: 4,992 shares; 2026Q1: 17,189 shares 17,189 $1.94M 0.16% +12,197 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,947 shares; 2024Q4: 34,919 shares; 2025Q1: 33,411 shares; 2025Q2: 31,394 shares; 2025Q3: 32,479 shares; 2025Q4: 36,692 shares; 2026Q1: 38,519 shares 38,519 $1.94M 0.16% +1,827 Timeline MOAT 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: 25,326 shares; 2024Q4: 23,905 shares; 2025Q1: 22,583 shares; 2025Q2: 22,148 shares; 2025Q3: 21,594 shares; 2025Q4: 20,967 shares; 2026Q1: 20,095 shares 20,095 $1.94M 0.16% -872 Timeline GRIN VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,806 shares 69,806 $1.93M 0.16% new 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: 10,628 shares; 2024Q4: 11,086 shares; 2025Q1: 12,079 shares; 2025Q2: 10,473 shares; 2025Q3: 10,627 shares; 2025Q4: 13,776 shares; 2026Q1: 15,239 shares 15,239 $1.93M 0.16% +1,463 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,646 shares; 2024Q4: 50,152 shares; 2025Q1: 56,230 shares; 2025Q2: 57,332 shares; 2025Q3: 63,874 shares; 2025Q4: 65,675 shares; 2026Q1: 69,565 shares 69,565 $1.89M 0.15% +3,890 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 169,679 shares 169,679 $1.88M 0.15% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 10,930 shares; 2025Q1: 11,635 shares; 2025Q2: 13,055 shares; 2025Q3: 13,031 shares; 2025Q4: 18,839 shares; 2026Q1: 19,955 shares 19,955 $1.88M 0.15% +1,116 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,494 shares; 2024Q4: 25,700 shares; 2025Q1: 21,955 shares; 2025Q2: 49,497 shares; 2025Q3: 50,641 shares; 2025Q4: 72,691 shares; 2026Q1: 74,113 shares 74,113 $1.86M 0.15% +1,422 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,360 shares; 2025Q2: 7,045 shares; 2025Q3: 7,250 shares; 2025Q4: 8,931 shares; 2026Q1: 37,320 shares 37,320 $1.82M 0.15% +28,389 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: 51,790 shares; 2024Q4: 21,142 shares; 2025Q1: 17,343 shares; 2025Q2: 30,392 shares; 2025Q3: 9,935 shares; 2025Q4: 28,312 shares; 2026Q1: 12,414 shares 12,414 $1.82M 0.15% -15,898 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: 6,677 shares; 2024Q4: 6,689 shares; 2025Q1: 6,571 shares; 2025Q2: 6,823 shares; 2025Q3: 6,562 shares; 2025Q4: 11,905 shares; 2026Q1: 13,697 shares 13,697 $1.7M 0.14% +1,792 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,171 shares; 2026Q1: 41,302 shares 41,302 $1.67M 0.14% +28,131 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,675 shares; 2025Q1: 7,722 shares; 2025Q2: 8,525 shares; 2025Q3: 7,871 shares; 2025Q4: 20,582 shares; 2026Q1: 25,402 shares 25,402 $1.66M 0.14% +4,820 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: 1,981 shares; 2024Q4: 2,000 shares; 2025Q1: 3,846 shares; 2025Q2: 6,471 shares; 2025Q3: 7,343 shares; 2025Q4: 6,810 shares; 2026Q1: 6,804 shares 6,804 $1.65M 0.13% -6 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: 5,067 shares; 2024Q4: 4,350 shares; 2025Q1: 4,233 shares; 2025Q2: 4,192 shares; 2025Q3: 4,087 shares; 2025Q4: 4,291 shares; 2026Q1: 4,256 shares 4,256 $1.63M 0.13% -35 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,786 shares; 2024Q4: 43,206 shares; 2025Q1: 40,272 shares; 2025Q2: 40,178 shares; 2025Q3: 38,109 shares; 2025Q4: 24,509 shares; 2026Q1: 22,784 shares 22,784 $1.63M 0.13% -1,725 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 15,672 shares 15,672 $1.61M 0.13% new Timeline EFV 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: 3,966 shares; 2025Q2: 4,001 shares; 2025Q3: 4,873 shares; 2025Q4: 6,063 shares; 2026Q1: 21,476 shares 21,476 $1.6M 0.13% +15,413 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,214 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,232 shares; 2025Q4: 7,738 shares; 2026Q1: 7,444 shares 7,444 $1.6M 0.13% -294 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,507 shares 6,507 $1.59M 0.13% new 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: 2,857 shares; 2024Q4: 2,895 shares; 2025Q1: 4,008 shares; 2025Q2: 4,570 shares; 2025Q3: 4,777 shares; 2025Q4: 4,637 shares; 2026Q1: 5,441 shares 5,441 $1.56M 0.13% +804 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: 13,360 shares; 2024Q4: 13,968 shares; 2025Q1: 17,500 shares; 2025Q2: 18,652 shares; 2025Q3: 17,754 shares; 2025Q4: 17,729 shares; 2026Q1: 16,820 shares 16,820 $1.56M 0.13% -909 Timeline SCHO 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: 16,002 shares; 2024Q4: 29,710 shares; 2025Q1: 76,118 shares; 2025Q2: 133,561 shares; 2025Q3: 43,099 shares; 2025Q4: 50,065 shares; 2026Q1: 64,279 shares 64,279 $1.56M 0.13% +14,214 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: 932 shares; 2024Q4: 1,066 shares; 2025Q1: 852 shares; 2025Q2: 13,928 shares; 2025Q3: 14,676 shares; 2025Q4: 14,959 shares; 2026Q1: 16,601 shares 16,601 $1.53M 0.12% +1,642 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,009 shares; 2025Q3: 33,870 shares; 2025Q4: 52,221 shares; 2026Q1: 49,696 shares 49,696 $1.52M 0.12% -2,525 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,872 shares; 2024Q4: 14,759 shares; 2025Q1: 15,513 shares; 2025Q2: 18,675 shares; 2025Q3: 22,695 shares; 2025Q4: 26,547 shares; 2026Q1: 32,104 shares 32,104 $1.51M 0.12% +5,557 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,853 shares; 2025Q2: 17,719 shares; 2025Q3: 20,447 shares; 2025Q4: 19,405 shares; 2026Q1: 23,978 shares 23,978 $1.5M 0.12% +4,573 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 12,924 shares; 2025Q1: 11,859 shares; 2025Q2: 13,046 shares; 2025Q3: 13,194 shares; 2025Q4: 7,076 shares; 2026Q1: 10,295 shares 10,295 $1.49M 0.12% +3,219 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,856 shares; 2025Q1: 3,534 shares; 2025Q2: 3,254 shares; 2025Q3: 3,389 shares; 2025Q4: 3,768 shares; 2026Q1: 9,413 shares 9,413 $1.48M 0.12% +5,645 Timeline GOVT 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: 59,968 shares; 2024Q4: 58,571 shares; 2025Q1: 43,592 shares; 2025Q2: 43,341 shares; 2025Q3: 40,366 shares; 2025Q4: 44,446 shares; 2026Q1: 63,757 shares 63,757 $1.46M 0.12% +19,311 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 17,898 shares; 2026Q1: 35,638 shares 35,638 $1.45M 0.12% +17,740 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,733 shares; 2026Q1: 41,652 shares 41,652 $1.45M 0.12% -102,081 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,831 shares 38,831 $1.43M 0.12% new Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,192 shares; 2024Q4: 34,766 shares; 2025Q1: 60,074 shares; 2025Q2: 66,150 shares; 2025Q3: 80,704 shares; 2025Q4: 90,744 shares; 2026Q1: 104,065 shares 104,065 $1.42M 0.12% +13,321 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 942 shares; 2025Q1: 795 shares; 2025Q2: 928 shares; 2025Q3: 920 shares; 2025Q4: 2,429 shares; 2026Q1: 3,017 shares 3,017 $1.4M 0.11% +588 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,874 shares; 2024Q4: 160,253 shares; 2025Q1: 202,984 shares; 2025Q2: 210,133 shares; 2025Q3: 206,105 shares; 2025Q4: 213,703 shares; 2026Q1: 28,291 shares 28,291 $1.4M 0.11% -185,412 Timeline SPGP 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: 23,696 shares; 2024Q4: 18,360 shares; 2025Q1: 17,299 shares; 2025Q2: 15,606 shares; 2025Q3: 14,483 shares; 2025Q4: 13,336 shares; 2026Q1: 12,972 shares 12,972 $1.4M 0.11% -364 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: 5,370 shares; 2024Q4: 15,466 shares; 2025Q1: 14,537 shares; 2025Q2: 11,907 shares; 2025Q3: 12,374 shares; 2025Q4: 12,570 shares; 2026Q1: 12,316 shares 12,316 $1.38M 0.11% -254 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 24,796 shares; 2025Q1: 45,219 shares; 2025Q2: 79,618 shares; 2025Q3: 89,890 shares; 2025Q4: 81,718 shares; 2026Q1: 71,568 shares 71,568 $1.38M 0.11% -10,150 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,145 shares; 2025Q2: 19,202 shares; 2025Q3: 22,102 shares; 2025Q4: 20,868 shares; 2026Q1: 25,260 shares 25,260 $1.37M 0.11% +4,392 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,241 shares; 2025Q1: 1,355 shares; 2025Q2: 1,488 shares; 2025Q3: 1,283 shares; 2025Q4: 2,120 shares; 2026Q1: 2,387 shares 2,387 $1.34M 0.11% +267 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: 9,382 shares; 2025Q1: 9,696 shares; 2025Q2: 10,038 shares; 2025Q3: 10,704 shares; 2025Q4: 20,671 shares; 2026Q1: 45,999 shares 45,999 $1.34M 0.11% +25,328 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 6,724 shares; 2025Q1: 3,181 shares; 2025Q2: 6,035 shares; 2025Q3: 5,976 shares; 2025Q4: 6,860 shares; 2026Q1: 7,826 shares 7,826 $1.32M 0.11% +966 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,472 shares; 2025Q1: 36,303 shares; 2025Q2: 16,990 shares; 2025Q3: 44,669 shares; 2025Q4: 13,398 shares; 2026Q1: 16,014 shares 16,014 $1.31M 0.11% +2,616 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,423 shares; 2025Q2: 16,840 shares; 2025Q3: 19,159 shares; 2025Q4: 17,793 shares; 2026Q1: 21,358 shares 21,358 $1.31M 0.11% +3,565 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,593 shares 28,593 $1.31M 0.11% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,147 shares; 2025Q2: 88,026 shares; 2025Q3: 88,524 shares; 2025Q4: 27,591 shares; 2026Q1: 26,607 shares 26,607 $1.29M 0.11% -984 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: 1,909 shares; 2024Q4: 2,360 shares; 2025Q1: 2,099 shares; 2025Q2: 2,616 shares; 2025Q3: 2,699 shares; 2025Q4: 2,994 shares; 2026Q1: 3,846 shares 3,846 $1.26M 0.1% +852 Timeline NNN NNN REIT INC More: the full row for NNN 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: 27,446 shares; 2025Q4: 28,480 shares; 2026Q1: 29,738 shares 29,738 $1.25M 0.1% +1,258 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: 3,044 shares; 2024Q4: 3,099 shares; 2025Q1: 2,895 shares; 2025Q2: 2,605 shares; 2025Q3: 2,320 shares; 2025Q4: 2,310 shares; 2026Q1: 2,607 shares 2,607 $1.25M 0.1% +297 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149,203 shares; 2025Q2: not reported; 2025Q3: 28,058 shares; 2025Q4: 46,760 shares; 2026Q1: 48,403 shares 48,403 $1.24M 0.1% +1,643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,519 shares; 2025Q3: 8,672 shares; 2025Q4: 6,006 shares; 2026Q1: 5,361 shares 5,361 $1.24M 0.1% -645 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 956 shares; 2025Q4: 1,024 shares; 2026Q1: 4,343 shares 4,343 $1.23M 0.1% +3,319 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,788 shares; 2025Q2: 21,584 shares; 2025Q3: 15,955 shares; 2025Q4: 14,303 shares; 2026Q1: 19,809 shares 19,809 $1.22M 0.1% +5,506 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,759 shares; 2025Q2: 16,697 shares; 2025Q3: 19,901 shares; 2025Q4: 19,437 shares; 2026Q1: 21,235 shares 21,235 $1.21M 0.1% +1,798 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,548 shares; 2025Q1: 2,673 shares; 2025Q2: 5,989 shares; 2025Q3: 5,441 shares; 2025Q4: 5,111 shares; 2026Q1: 5,336 shares 5,336 $1.2M 0.1% +225 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 3,532 shares 3,532 $1.2M 0.1% +1,934 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,285 shares; 2025Q1: 23,043 shares; 2025Q2: 18,084 shares; 2025Q3: 13,591 shares; 2025Q4: 9,791 shares; 2026Q1: 9,626 shares 9,626 $1.18M 0.1% -165 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,825 shares; 2024Q4: 25,021 shares; 2025Q1: 25,208 shares; 2025Q2: 21,844 shares; 2025Q3: 22,577 shares; 2025Q4: 22,697 shares; 2026Q1: 22,588 shares 22,588 $1.18M 0.1% -109 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,417 shares; 2025Q4: 28,610 shares; 2026Q1: 37,154 shares 37,154 $1.18M 0.1% +8,544 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: 19,663 shares; 2026Q1: 18,772 shares 18,772 $1.18M 0.1% -891 Timeline OEF 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: 671 shares; 2025Q4: 1,022 shares; 2026Q1: 3,667 shares 3,667 $1.17M 0.1% +2,645 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,308 shares; 2025Q4: 32,308 shares; 2026Q1: 32,312 shares 32,312 $1.17M 0.1% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,107 shares; 2026Q1: 34,228 shares 34,228 $1.16M 0.09% +18,121 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,935 shares; 2026Q1: 12,309 shares 12,309 $1.15M 0.09% +7,374 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: 2,106 shares; 2024Q4: 1,995 shares; 2025Q1: 2,214 shares; 2025Q2: 2,923 shares; 2025Q3: 2,884 shares; 2025Q4: 2,833 shares; 2026Q1: 3,076 shares 3,076 $1.14M 0.09% +243 Timeline IUSG 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: 2,912 shares; 2024Q4: 3,036 shares; 2025Q1: 2,604 shares; 2025Q2: 3,008 shares; 2025Q3: 3,794 shares; 2025Q4: 4,674 shares; 2026Q1: 7,345 shares 7,345 $1.14M 0.09% +2,671 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,525 shares; 2024Q4: 17,547 shares; 2025Q1: 38,778 shares; 2025Q2: 38,172 shares; 2025Q3: 34,331 shares; 2025Q4: 26,003 shares; 2026Q1: 24,371 shares 24,371 $1.14M 0.09% -1,632 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,482 shares; 2025Q2: 52,059 shares; 2025Q3: 56,348 shares; 2025Q4: 53,007 shares; 2026Q1: 69,180 shares 69,180 $1.14M 0.09% +16,173 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,386 shares; 2024Q4: 35,582 shares; 2025Q1: 41,014 shares; 2025Q2: 39,913 shares; 2025Q3: 38,611 shares; 2025Q4: 42,956 shares; 2026Q1: 45,709 shares 45,709 $1.13M 0.09% +2,753 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,174 shares; 2025Q1: 3,529 shares; 2025Q2: 3,718 shares; 2025Q3: 3,833 shares; 2025Q4: 3,927 shares; 2026Q1: 4,246 shares 4,246 $1.13M 0.09% +319 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,719 shares; 2025Q2: 13,741 shares; 2025Q3: 14,220 shares; 2025Q4: 14,364 shares; 2026Q1: 16,890 shares 16,890 $1.12M 0.09% +2,526 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,549 shares; 2025Q2: 8,136 shares; 2025Q3: 7,333 shares; 2025Q4: 7,061 shares; 2026Q1: 8,499 shares 8,499 $1.11M 0.09% +1,438 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,995 shares; 2025Q1: 2,784 shares; 2025Q2: 2,798 shares; 2025Q3: 2,843 shares; 2025Q4: 6,857 shares; 2026Q1: 6,410 shares 6,410 $1.1M 0.09% -447 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,433 shares; 2024Q4: 16,167 shares; 2025Q1: 10,970 shares; 2025Q2: 12,206 shares; 2025Q3: 12,699 shares; 2025Q4: 19,569 shares; 2026Q1: 21,722 shares 21,722 $1.1M 0.09% +2,153 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 5,265 shares; 2025Q3: 4,370 shares; 2025Q4: 22,811 shares; 2026Q1: 9,274 shares 9,274 $1.09M 0.09% -13,537 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: 3,071 shares; 2024Q4: 3,947 shares; 2025Q1: 5,538 shares; 2025Q2: 5,485 shares; 2025Q3: 4,518 shares; 2025Q4: 4,677 shares; 2026Q1: 9,217 shares 9,217 $1.09M 0.09% +4,540 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: 2,378 shares; 2024Q4: 2,376 shares; 2025Q1: 2,243 shares; 2025Q2: 3,183 shares; 2025Q3: 3,866 shares; 2025Q4: 3,837 shares; 2026Q1: 5,141 shares 5,141 $1.07M 0.09% +1,304 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 1,954 shares; 2025Q3: 1,506 shares; 2025Q4: 1,212 shares; 2026Q1: 2,684 shares 2,684 $1.07M 0.09% +1,472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,106 shares; 2026Q1: 4,223 shares 4,223 $1.06M 0.09% +117 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: 4,783 shares; 2025Q2: 4,844 shares; 2025Q3: 4,778 shares; 2025Q4: 4,394 shares; 2026Q1: 3,984 shares 3,984 $1.06M 0.09% -410 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 5,328 shares; 2025Q4: 5,369 shares; 2026Q1: 5,185 shares 5,185 $1.05M 0.09% -184 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,498 shares; 2025Q2: 61,010 shares; 2025Q3: 61,158 shares; 2025Q4: 59,310 shares; 2026Q1: 59,439 shares 59,439 $1.04M 0.08% +129 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,471 shares; 2025Q2: 62,530 shares; 2025Q3: 106,262 shares; 2025Q4: 107,787 shares; 2026Q1: 111,157 shares 111,157 $1.02M 0.08% +3,370 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,506 shares; 2025Q1: 7,054 shares; 2025Q2: 8,067 shares; 2025Q3: 9,711 shares; 2025Q4: 12,303 shares; 2026Q1: 12,605 shares 12,605 $1.02M 0.08% +302 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,274 shares 1,274 $1.01M 0.08% -91 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,032 shares; 2025Q3: 20,487 shares; 2025Q4: 30,235 shares; 2026Q1: 32,970 shares 32,970 $994K 0.08% +2,735 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,101 shares; 2025Q1: 1,935 shares; 2025Q2: 2,290 shares; 2025Q3: 2,171 shares; 2025Q4: 2,059 shares; 2026Q1: 1,416 shares 1,416 $988K 0.08% -643 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,329 shares 12,329 $987K 0.08% new Timeline USMV 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: 3,875 shares; 2024Q4: 3,850 shares; 2025Q1: 4,141 shares; 2025Q2: 4,431 shares; 2025Q3: 4,751 shares; 2025Q4: 5,373 shares; 2026Q1: 10,592 shares 10,592 $982K 0.08% +5,219 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 45,719 shares; 2025Q3: 47,206 shares; 2025Q4: 53,652 shares; 2026Q1: 54,438 shares 54,438 $981K 0.08% +786 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 2,269 shares; 2025Q4: 2,357 shares; 2026Q1: 2,894 shares 2,894 $980K 0.08% +537 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: 2,024 shares; 2024Q4: 2,085 shares; 2025Q1: 2,042 shares; 2025Q2: 2,441 shares; 2025Q3: 2,731 shares; 2025Q4: 2,759 shares; 2026Q1: 3,301 shares 3,301 $971K 0.08% +542 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,118 shares; 2026Q1: 11,416 shares 11,416 $969K 0.08% -1,702 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,302 shares; 2026Q1: 2,339 shares 2,339 $953K 0.08% -963 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,154 shares; 2024Q4: 23,313 shares; 2025Q1: 20,302 shares; 2025Q2: 20,177 shares; 2025Q3: 21,911 shares; 2025Q4: 22,610 shares; 2026Q1: 22,532 shares 22,532 $951K 0.08% -78 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,239 shares; 2025Q2: 2,027 shares; 2025Q3: 1,900 shares; 2025Q4: 2,806 shares; 2026Q1: 4,671 shares 4,671 $949K 0.08% +1,865 Timeline IUSV 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: 2,220 shares; 2024Q4: 2,357 shares; 2025Q1: 2,218 shares; 2025Q2: 2,669 shares; 2025Q3: 3,712 shares; 2025Q4: 5,206 shares; 2026Q1: 9,246 shares 9,246 $945K 0.08% +4,040 Timeline COWZ 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: 15,519 shares; 2024Q4: 11,927 shares; 2025Q1: 10,704 shares; 2025Q2: 9,819 shares; 2025Q3: 9,778 shares; 2025Q4: 9,679 shares; 2026Q1: 15,043 shares 15,043 $941K 0.08% +5,364 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,475 shares; 2025Q2: 14,474 shares; 2025Q3: 13,859 shares; 2025Q4: 16,372 shares; 2026Q1: 19,764 shares 19,764 $940K 0.08% +3,392 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,900 shares 3,900 $936K 0.08% new 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: 2,433 shares; 2025Q3: 2,023 shares; 2025Q4: 2,193 shares; 2026Q1: 2,704 shares 2,704 $928K 0.08% +511 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 5,331 shares; 2026Q1: 6,250 shares 6,250 $895K 0.07% +919 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,866 shares; 2025Q1: 1,806 shares; 2025Q2: 1,328 shares; 2025Q3: 1,376 shares; 2025Q4: 1,227 shares; 2026Q1: 1,049 shares 1,049 $891K 0.07% -178 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: not reported; 2025Q1: 5,441 shares; 2025Q2: 5,504 shares; 2025Q3: 5,598 shares; 2025Q4: 5,462 shares; 2026Q1: 5,186 shares 5,186 $890K 0.07% -276 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,529 shares; 2024Q4: 6,055 shares; 2025Q1: 5,999 shares; 2025Q2: 6,051 shares; 2025Q3: 6,489 shares; 2025Q4: 6,493 shares; 2026Q1: 7,589 shares 7,589 $890K 0.07% +1,096 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,296 shares; 2025Q1: 5,779 shares; 2025Q2: 6,483 shares; 2025Q3: 6,329 shares; 2025Q4: 5,967 shares; 2026Q1: 5,224 shares 5,224 $883K 0.07% -743 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 5,427 shares; 2025Q1: 6,725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,679 shares; 2026Q1: 8,820 shares 8,820 $883K 0.07% +2,141 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 3,103 shares; 2025Q1: 4,749 shares; 2025Q2: 5,833 shares; 2025Q3: 5,661 shares; 2025Q4: 5,939 shares; 2026Q1: 5,445 shares 5,445 $881K 0.07% -494 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 15,208 shares; 2025Q1: 14,414 shares; 2025Q2: 14,129 shares; 2025Q3: 15,421 shares; 2025Q4: 14,563 shares; 2026Q1: 13,313 shares 13,313 $880K 0.07% -1,250 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,216 shares; 2024Q4: 2,472 shares; 2025Q1: 13,236 shares; 2025Q2: 8,188 shares; 2025Q3: 8,082 shares; 2025Q4: 12,007 shares; 2026Q1: 6,569 shares 6,569 $875K 0.07% -5,438 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,012 shares; 2025Q1: 1,003 shares; 2025Q2: 1,040 shares; 2025Q3: 1,053 shares; 2025Q4: 1,088 shares; 2026Q1: 1,444 shares 1,444 $873K 0.07% +356 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,295 shares; 2024Q4: 22,530 shares; 2025Q1: 17,513 shares; 2025Q2: 17,328 shares; 2025Q3: 16,561 shares; 2025Q4: 15,077 shares; 2026Q1: 12,606 shares 12,606 $871K 0.07% -2,471 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: 36,722 shares; 2024Q4: 36,722 shares; 2025Q1: 43,424 shares; 2025Q2: 43,424 shares; 2025Q3: 37,657 shares; 2025Q4: 37,657 shares; 2026Q1: 169,869 shares 169,869 $866K 0.07% +132,212 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 23,100 shares; 2025Q1: 20,010 shares; 2025Q2: 17,847 shares; 2025Q3: 20,117 shares; 2025Q4: 19,846 shares; 2026Q1: 20,002 shares 20,002 $863K 0.07% +156 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: not reported; 2024Q4: not reported; 2025Q1: 26,045 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,521 shares; 2026Q1: 15,256 shares 15,256 $847K 0.07% +10,735 Timeline VUG 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: 525 shares; 2024Q4: 646 shares; 2025Q1: 631 shares; 2025Q2: 704 shares; 2025Q3: 865 shares; 2025Q4: 883 shares; 2026Q1: 1,938 shares 1,938 $847K 0.07% +1,055 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,333 shares; 2025Q3: 1,205 shares; 2025Q4: 3,622 shares; 2026Q1: 2,988 shares 2,988 $842K 0.07% -634 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,783 shares; 2024Q4: 19,281 shares; 2025Q1: 17,783 shares; 2025Q2: 16,817 shares; 2025Q3: 16,906 shares; 2025Q4: 16,307 shares; 2026Q1: 14,788 shares 14,788 $837K 0.07% -1,519 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,150 shares; 2026Q1: 28,411 shares 28,411 $835K 0.07% -4,739 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 906 shares; 2025Q4: 917 shares; 2026Q1: 932 shares 932 $834K 0.07% +15 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 13,711 shares; 2025Q1: 13,347 shares; 2025Q2: 13,485 shares; 2025Q3: 18,338 shares; 2025Q4: 17,653 shares; 2026Q1: 16,020 shares 16,020 $823K 0.07% -1,633 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 16,080 shares; 2025Q1: 16,126 shares; 2025Q2: 16,079 shares; 2025Q3: 16,115 shares; 2025Q4: 16,638 shares; 2026Q1: 16,317 shares 16,317 $823K 0.07% -321 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 6,219 shares; 2025Q1: 5,771 shares; 2025Q2: 7,760 shares; 2025Q3: 7,345 shares; 2025Q4: 7,458 shares; 2026Q1: 7,096 shares 7,096 $820K 0.07% -362 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 2,328 shares; 2026Q1: 2,299 shares 2,299 $819K 0.07% -29 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,766 shares; 2024Q4: 21,766 shares; 2025Q1: 22,044 shares; 2025Q2: 21,974 shares; 2025Q3: 21,674 shares; 2025Q4: 21,674 shares; 2026Q1: 19,756 shares 19,756 $811K 0.07% -1,918 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 610 shares; 2025Q2: 805 shares; 2025Q3: 851 shares; 2025Q4: 696 shares; 2026Q1: 1,401 shares 1,401 $808K 0.07% +705 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 236 shares 236 $798K 0.07% +48 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: not reported; 2025Q4: not reported; 2026Q1: 31,715 shares 31,715 $797K 0.06% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,624 shares; 2025Q4: 1,747 shares; 2026Q1: 1,910 shares 1,910 $796K 0.06% +163 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,993 shares; 2025Q2: 10,565 shares; 2025Q3: 10,616 shares; 2025Q4: 10,155 shares; 2026Q1: 9,344 shares 9,344 $795K 0.06% -811 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 12,965 shares; 2025Q1: 14,535 shares; 2025Q2: 16,513 shares; 2025Q3: 14,182 shares; 2025Q4: 16,037 shares; 2026Q1: 13,478 shares 13,478 $792K 0.06% -2,559 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: 761 shares; 2025Q3: 627 shares; 2025Q4: 566 shares; 2026Q1: 538 shares 538 $792K 0.06% -28 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 11,558 shares; 2025Q1: 17,429 shares; 2025Q2: 23,005 shares; 2025Q3: 22,314 shares; 2025Q4: 22,311 shares; 2026Q1: 15,993 shares 15,993 $790K 0.06% -6,318 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: 2,979 shares; 2024Q4: 3,087 shares; 2025Q1: 4,198 shares; 2025Q2: 4,463 shares; 2025Q3: 3,915 shares; 2025Q4: 4,370 shares; 2026Q1: 3,154 shares 3,154 $782K 0.06% -1,216 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,727 shares; 2025Q2: 6,316 shares; 2025Q3: 6,381 shares; 2025Q4: 6,130 shares; 2026Q1: 5,610 shares 5,610 $779K 0.06% -520 Timeline SPTM 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: 9,815 shares 9,815 $776K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,191 shares; 2026Q1: 27,695 shares 27,695 $775K 0.06% +14,504 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,927 shares; 2025Q1: 1,643 shares; 2025Q2: 2,431 shares; 2025Q3: 2,532 shares; 2025Q4: 2,154 shares; 2026Q1: 3,083 shares 3,083 $773K 0.06% +929 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,265 shares; 2025Q1: 11,625 shares; 2025Q2: 11,795 shares; 2025Q3: 12,377 shares; 2025Q4: 11,302 shares; 2026Q1: 10,520 shares 10,520 $765K 0.06% -782 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,055 shares; 2025Q2: 1,890 shares; 2025Q3: 2,065 shares; 2025Q4: 4,473 shares; 2026Q1: 6,383 shares 6,383 $757K 0.06% +1,910 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: 4,306 shares; 2024Q4: 4,222 shares; 2025Q1: 3,721 shares; 2025Q2: 3,524 shares; 2025Q3: 3,846 shares; 2025Q4: 3,612 shares; 2026Q1: 4,087 shares 4,087 $755K 0.06% +475 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,671 shares; 2025Q1: 1,642 shares; 2025Q2: 1,840 shares; 2025Q3: 2,059 shares; 2025Q4: 2,228 shares; 2026Q1: 2,788 shares 2,788 $754K 0.06% +560 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,357 shares 12,357 $747K 0.06% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,079 shares; 2026Q1: 1,256 shares 1,256 $745K 0.06% +177 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 21,744 shares; 2026Q1: 16,395 shares 16,395 $739K 0.06% -5,349 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 331,794 shares; 2025Q3: not reported; 2025Q4: 47,569 shares; 2026Q1: 40,339 shares 40,339 $734K 0.06% -7,230 Timeline MMM 3M CO More: the full row for 3M 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: 4,905 shares; 2025Q3: 4,834 shares; 2025Q4: 4,499 shares; 2026Q1: 5,045 shares 5,045 $733K 0.06% +546 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,110 shares; 2025Q1: 3,490 shares; 2025Q2: 3,785 shares; 2025Q3: 4,014 shares; 2025Q4: 3,800 shares; 2026Q1: 3,924 shares 3,924 $732K 0.06% +124 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,207 shares; 2024Q4: 18,812 shares; 2025Q1: 18,986 shares; 2025Q2: 16,490 shares; 2025Q3: 15,024 shares; 2025Q4: 20,013 shares; 2026Q1: 17,063 shares 17,063 $732K 0.06% -2,950 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,370 shares; 2025Q2: 9,442 shares; 2025Q3: 19,580 shares; 2025Q4: 24,570 shares; 2026Q1: 32,142 shares 32,142 $729K 0.06% +7,572 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 303 shares; 2025Q3: 801 shares; 2025Q4: 416 shares; 2026Q1: 420 shares 420 $726K 0.06% +4 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 8,181 shares; 2025Q1: 5,834 shares; 2025Q2: 6,039 shares; 2025Q3: 5,363 shares; 2025Q4: 2,801 shares; 2026Q1: 3,118 shares 3,118 $724K 0.06% +317 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER 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: 3,902 shares; 2025Q4: 5,114 shares; 2026Q1: 8,633 shares 8,633 $721K 0.06% +3,519 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,918 shares 54,918 $721K 0.06% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,058 shares; 2025Q1: 2,348 shares; 2025Q2: 2,257 shares; 2025Q3: 2,451 shares; 2025Q4: 2,558 shares; 2026Q1: 2,662 shares 2,662 $721K 0.06% +104 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,557 shares; 2025Q2: 3,516 shares; 2025Q3: 3,529 shares; 2025Q4: 3,540 shares; 2026Q1: 3,753 shares 3,753 $720K 0.06% +213 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: 10,415 shares; 2026Q1: 7,327 shares 7,327 $714K 0.06% -3,088 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: 405 shares; 2025Q1: 1,277 shares; 2025Q2: 1,271 shares; 2025Q3: 1,121 shares; 2025Q4: 1,201 shares; 2026Q1: 1,194 shares 1,194 $713K 0.06% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,361 shares 6,361 $713K 0.06% new 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: 376 shares; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 1,000 shares; 2025Q3: 977 shares; 2025Q4: 976 shares; 2026Q1: 1,243 shares 1,243 $711K 0.06% +267 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,911 shares; 2024Q4: 4,876 shares; 2025Q1: 5,311 shares; 2025Q2: 12,022 shares; 2025Q3: 6,777 shares; 2025Q4: 6,830 shares; 2026Q1: 5,163 shares 5,163 $708K 0.06% -1,667 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: 4,161 shares; 2024Q4: 4,499 shares; 2025Q1: 2,113 shares; 2025Q2: 2,261 shares; 2025Q3: 2,257 shares; 2025Q4: 2,489 shares; 2026Q1: 3,421 shares 3,421 $708K 0.06% +932 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,535 shares; 2024Q4: 20,751 shares; 2025Q1: 18,848 shares; 2025Q2: 20,760 shares; 2025Q3: 24,866 shares; 2025Q4: 22,503 shares; 2026Q1: 46,141 shares 46,141 $706K 0.06% +23,638 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,987 shares; 2025Q2: 21,330 shares; 2025Q3: 21,515 shares; 2025Q4: 20,620 shares; 2026Q1: 19,227 shares 19,227 $704K 0.06% -1,393 Timeline TAXX 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: 5,339 shares; 2025Q3: 6,029 shares; 2025Q4: 14,127 shares; 2026Q1: 13,865 shares 13,865 $701K 0.06% -262 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,657 shares; 2025Q2: 14,759 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,042 shares 28,042 $694K 0.06% new 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: 38,421 shares; 2026Q1: 36,873 shares 36,873 $692K 0.06% -1,548 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,553 shares; 2026Q1: 8,331 shares 8,331 $690K 0.06% -2,222 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 20,529 shares; 2025Q1: 20,273 shares; 2025Q2: 22,771 shares; 2025Q3: 18,204 shares; 2025Q4: 19,933 shares; 2026Q1: 19,838 shares 19,838 $685K 0.06% -95 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: 3,634 shares; 2024Q4: 8,413 shares; 2025Q1: 7,282 shares; 2025Q2: 10,828 shares; 2025Q3: 14,372 shares; 2025Q4: 8,249 shares; 2026Q1: 7,245 shares 7,245 $681K 0.06% -1,004 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 3,776 shares 3,776 $680K 0.06% new Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: 7,068 shares; 2026Q1: 7,913 shares 7,913 $678K 0.06% +845 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 706 shares; 2025Q1: 2,843 shares; 2025Q2: 3,056 shares; 2025Q3: 2,767 shares; 2025Q4: 2,769 shares; 2026Q1: 2,708 shares 2,708 $676K 0.06% -61 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: 4,701 shares; 2026Q1: 4,070 shares 4,070 $676K 0.06% -631 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: not reported; 2025Q3: 18,631 shares; 2025Q4: 10,135 shares; 2026Q1: 10,479 shares 10,479 $673K 0.05% +344 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,318 shares; 2026Q1: 8,878 shares 8,878 $671K 0.05% +1,560 Timeline ZAP 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: 104,669 shares; 2025Q2: 92,940 shares; 2025Q3: 95,754 shares; 2025Q4: 96,664 shares; 2026Q1: 20,665 shares 20,665 $665K 0.05% -75,999 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,594 shares; 2026Q1: 3,862 shares 3,862 $662K 0.05% +268 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 2,526 shares; 2026Q1: 3,673 shares 3,673 $661K 0.05% +1,147 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,362 shares; 2026Q1: 13,445 shares 13,445 $655K 0.05% -3,917 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: 857 shares; 2024Q4: 1,096 shares; 2025Q1: 1,064 shares; 2025Q2: 1,494 shares; 2025Q3: 1,340 shares; 2025Q4: 1,482 shares; 2026Q1: 2,168 shares 2,168 $655K 0.05% +686 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,433 shares 15,433 $655K 0.05% new Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 8,655 shares 8,655 $651K 0.05% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,227 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,219 shares 8,219 $651K 0.05% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 3,102 shares; 2026Q1: 4,529 shares 4,529 $650K 0.05% +1,427 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,685 shares; 2025Q2: 3,792 shares; 2025Q3: 3,855 shares; 2025Q4: 3,731 shares; 2026Q1: 3,668 shares 3,668 $648K 0.05% -63 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,316 shares; 2025Q2: 11,632 shares; 2025Q3: 11,830 shares; 2025Q4: 11,396 shares; 2026Q1: 11,087 shares 11,087 $648K 0.05% -309 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,178 shares; 2025Q2: 5,165 shares; 2025Q3: 5,222 shares; 2025Q4: 5,730 shares; 2026Q1: 7,375 shares 7,375 $648K 0.05% +1,645 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,071 shares; 2025Q2: 11,404 shares; 2025Q3: 11,872 shares; 2025Q4: 11,099 shares; 2026Q1: 9,120 shares 9,120 $646K 0.05% -1,979 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS 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: 2,390 shares; 2025Q3: 2,782 shares; 2025Q4: 3,017 shares; 2026Q1: 2,950 shares 2,950 $646K 0.05% -67 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,871 shares; 2025Q1: 8,546 shares; 2025Q2: 8,883 shares; 2025Q3: 9,428 shares; 2025Q4: 8,665 shares; 2026Q1: 6,921 shares 6,921 $646K 0.05% -1,744 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,127 shares; 2026Q1: 9,266 shares 9,266 $643K 0.05% +2,139 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: 1,289 shares; 2024Q4: 1,606 shares; 2025Q1: 1,577 shares; 2025Q2: 1,556 shares; 2025Q3: 1,502 shares; 2025Q4: 2,005 shares; 2026Q1: 1,902 shares 1,902 $643K 0.05% -103 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 5,646 shares; 2025Q4: 5,799 shares; 2026Q1: 5,833 shares 5,833 $640K 0.05% +34 Timeline STE STERIS PLC More: the full row for STERIS 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: 2,175 shares; 2026Q1: 2,893 shares 2,893 $640K 0.05% +718 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,267 shares; 2026Q1: 7,410 shares 7,410 $638K 0.05% +1,143 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 3,434 shares; 2026Q1: 4,390 shares 4,390 $638K 0.05% +956 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,416 shares; 2026Q1: 8,467 shares 8,467 $636K 0.05% +51 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,220 shares; 2026Q1: 7,383 shares 7,383 $635K 0.05% +1,163 Timeline TPIF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,605 shares 17,605 $635K 0.05% new Timeline VOE 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: 4,347 shares; 2024Q4: 3,089 shares; 2025Q1: 3,072 shares; 2025Q2: 3,122 shares; 2025Q3: 3,073 shares; 2025Q4: 2,994 shares; 2026Q1: 3,439 shares 3,439 $634K 0.05% +445 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: 3,478 shares; 2026Q1: 4,010 shares 4,010 $634K 0.05% +532 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 501 shares 501 $632K 0.05% +111 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,787 shares; 2025Q2: 24,285 shares; 2025Q3: 24,720 shares; 2025Q4: 24,025 shares; 2026Q1: 23,314 shares 23,314 $628K 0.05% -711 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares; 2026Q1: 1,097 shares 1,097 $627K 0.05% +257 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 11,444 shares; 2026Q1: 12,781 shares 12,781 $623K 0.05% +1,337 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,681 shares; 2026Q1: 7,942 shares 7,942 $623K 0.05% +1,261 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 2,303 shares; 2025Q4: 988 shares; 2026Q1: 838 shares 838 $618K 0.05% -150 Timeline MAS MASCO CORP More: the full row for MASCO 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: 8,612 shares; 2026Q1: 10,224 shares 10,224 $617K 0.05% +1,612 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,108 shares; 2025Q2: 3,703 shares; 2025Q3: 3,748 shares; 2025Q4: 3,672 shares; 2026Q1: 3,607 shares 3,607 $613K 0.05% -65 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares; 2026Q1: 2,461 shares 2,461 $613K 0.05% +189 Timeline CR CRANE COMPANY More: the full row for CRANE 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: 2,964 shares; 2026Q1: 3,565 shares 3,565 $610K 0.05% +601 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,059 shares; 2025Q2: 8,713 shares; 2025Q3: 8,827 shares; 2025Q4: 8,627 shares; 2026Q1: 8,337 shares 8,337 $607K 0.05% -290 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,650 shares 23,650 $606K 0.05% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,207 shares; 2026Q1: 17,439 shares 17,439 $601K 0.05% -1,768 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: 8,121 shares; 2024Q4: 7,505 shares; 2025Q1: 6,640 shares; 2025Q2: 7,214 shares; 2025Q3: 6,771 shares; 2025Q4: 6,810 shares; 2026Q1: 6,886 shares 6,886 $600K 0.05% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $599K 0.05% new Timeline PODD INSULET CORP More: the full row for INSULET 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: 2,292 shares; 2025Q3: 2,089 shares; 2025Q4: 2,038 shares; 2026Q1: 2,849 shares 2,849 $598K 0.05% +811 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 8,194 shares; 2025Q1: 7,514 shares; 2025Q2: 7,789 shares; 2025Q3: 8,793 shares; 2025Q4: 9,502 shares; 2026Q1: 10,079 shares 10,079 $596K 0.05% +577 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,385 shares 5,385 $595K 0.05% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,780 shares; 2025Q4: 11,855 shares; 2026Q1: 11,655 shares 11,655 $590K 0.05% -200 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,465 shares; 2025Q3: 2,697 shares; 2025Q4: 6,753 shares; 2026Q1: 7,694 shares 7,694 $589K 0.05% +941 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,890 shares; 2025Q4: 21,240 shares; 2026Q1: 22,216 shares 22,216 $589K 0.05% +976 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,109 shares 4,109 $584K 0.05% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,890 shares; 2025Q1: 1,481 shares; 2025Q2: 1,585 shares; 2025Q3: 1,746 shares; 2025Q4: 2,109 shares; 2026Q1: 1,999 shares 1,999 $582K 0.05% -110 Timeline VCIT 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: 7,617 shares; 2024Q4: 7,789 shares; 2025Q1: 5,612 shares; 2025Q2: 5,605 shares; 2025Q3: 6,286 shares; 2025Q4: 5,789 shares; 2026Q1: 6,983 shares 6,983 $578K 0.05% +1,194 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,060 shares; 2025Q1: 999 shares; 2025Q2: 911 shares; 2025Q3: 1,073 shares; 2025Q4: 1,331 shares; 2026Q1: 1,629 shares 1,629 $577K 0.05% +298 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 7,732 shares; 2025Q3: 7,926 shares; 2025Q4: 9,375 shares; 2026Q1: 9,165 shares 9,165 $576K 0.05% -210 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: 6,127 shares; 2024Q4: 6,336 shares; 2025Q1: 5,512 shares; 2025Q2: 5,092 shares; 2025Q3: 5,056 shares; 2025Q4: 5,522 shares; 2026Q1: 4,166 shares 4,166 $571K 0.05% -1,356 Timeline XPEL XPEL INC More: the full row for XPEL 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: 16,507 shares; 2025Q4: 10,143 shares; 2026Q1: 12,842 shares 12,842 $568K 0.05% +2,699 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,744 shares; 2024Q4: 24,410 shares; 2025Q1: 19,667 shares; 2025Q2: 38,948 shares; 2025Q3: 19,441 shares; 2025Q4: 12,417 shares; 2026Q1: 11,832 shares 11,832 $561K 0.05% -585 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,710 shares; 2025Q3: 2,630 shares; 2025Q4: 2,620 shares; 2026Q1: 1,952 shares 1,952 $560K 0.05% -668 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,302 shares; 2025Q4: 4,044 shares; 2026Q1: 5,054 shares 5,054 $557K 0.05% +1,010 Timeline SLYG 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: 3,811 shares; 2026Q1: 5,636 shares 5,636 $545K 0.04% +1,825 Timeline IJH 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: 9,882 shares; 2024Q4: 10,285 shares; 2025Q1: 8,688 shares; 2025Q2: 8,932 shares; 2025Q3: 8,526 shares; 2025Q4: 8,938 shares; 2026Q1: 8,064 shares 8,064 $545K 0.04% -874 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,689 shares; 2025Q2: 4,694 shares; 2025Q3: 5,806 shares; 2025Q4: 6,375 shares; 2026Q1: 6,731 shares 6,731 $545K 0.04% +356 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,693 shares; 2024Q4: 20,610 shares; 2025Q1: 20,638 shares; 2025Q2: 18,351 shares; 2025Q3: 17,941 shares; 2025Q4: 15,649 shares; 2026Q1: 17,116 shares 17,116 $544K 0.04% +1,467 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 5,988 shares; 2025Q3: 6,117 shares; 2025Q4: 5,994 shares; 2026Q1: 5,903 shares 5,903 $544K 0.04% -91 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,370 shares; 2025Q2: 2,441 shares; 2025Q3: 2,236 shares; 2025Q4: 1,638 shares; 2026Q1: 1,640 shares 1,640 $542K 0.04% +2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 4,857 shares; 2025Q1: 4,861 shares; 2025Q2: 5,600 shares; 2025Q3: 5,603 shares; 2025Q4: 6,736 shares; 2026Q1: 6,786 shares 6,786 $540K 0.04% +50 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: not reported; 2024Q4: not reported; 2025Q1: 6,804 shares; 2025Q2: 7,240 shares; 2025Q3: 7,988 shares; 2025Q4: 7,687 shares; 2026Q1: 7,871 shares 7,871 $536K 0.04% +184 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,286 shares 5,286 $532K 0.04% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,219 shares 6,219 $528K 0.04% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,922 shares; 2024Q4: 14,226 shares; 2025Q1: 21,025 shares; 2025Q2: 22,854 shares; 2025Q3: 37,223 shares; 2025Q4: 33,226 shares; 2026Q1: 56,747 shares 56,747 $527K 0.04% +23,521 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 381 shares 381 $525K 0.04% +75 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,634 shares; 2025Q2: 5,919 shares; 2025Q3: 5,966 shares; 2025Q4: 5,783 shares; 2026Q1: 5,682 shares 5,682 $523K 0.04% -101 Timeline SPMD 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: 8,800 shares 8,800 $521K 0.04% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,562 shares; 2025Q1: 2,392 shares; 2025Q2: 2,717 shares; 2025Q3: 2,581 shares; 2025Q4: 2,612 shares; 2026Q1: 2,641 shares 2,641 $520K 0.04% +29 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,854 shares; 2025Q2: 5,751 shares; 2025Q3: 5,716 shares; 2025Q4: 5,268 shares; 2026Q1: 4,588 shares 4,588 $509K 0.04% -680 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,112 shares; 2025Q3: 2,521 shares; 2025Q4: 3,231 shares; 2026Q1: 4,566 shares 4,566 $508K 0.04% +1,335 Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,681 shares 23,681 $508K 0.04% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,007 shares; 2025Q1: 865 shares; 2025Q2: 934 shares; 2025Q3: 1,004 shares; 2025Q4: 1,232 shares; 2026Q1: 1,483 shares 1,483 $508K 0.04% +251 Timeline JBND 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: 21,410 shares; 2025Q3: 17,329 shares; 2025Q4: 16,029 shares; 2026Q1: 9,401 shares 9,401 $505K 0.04% -6,628 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,848 shares 14,848 $504K 0.04% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 2,944 shares; 2025Q3: 3,027 shares; 2025Q4: 2,990 shares; 2026Q1: 3,057 shares 3,057 $504K 0.04% +67 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,034 shares; 2024Q4: 137,791 shares; 2025Q1: 97,696 shares; 2025Q2: 88,752 shares; 2025Q3: 83,067 shares; 2025Q4: 92,078 shares; 2026Q1: 97,768 shares 97,768 $504K 0.04% +5,690 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,618 shares; 2024Q4: 35,563 shares; 2025Q1: 49,448 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,567 shares; 2026Q1: 7,257 shares 7,257 $504K 0.04% -1,310 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,071 shares 5,071 $502K 0.04% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 4,099 shares; 2025Q1: 3,566 shares; 2025Q2: 6,222 shares; 2025Q3: 1,568 shares; 2025Q4: not reported; 2026Q1: 3,971 shares 3,971 $502K 0.04% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,881 shares 12,881 $502K 0.04% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,499 shares; 2025Q3: 8,367 shares; 2025Q4: 6,658 shares; 2026Q1: 8,498 shares 8,498 $502K 0.04% +1,840 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,198 shares; 2025Q1: 2,736 shares; 2025Q2: 2,295 shares; 2025Q3: 2,595 shares; 2025Q4: 2,783 shares; 2026Q1: 3,493 shares 3,493 $499K 0.04% +710 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: 1,350 shares; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,354 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 2,031 shares 2,031 $496K 0.04% +887 Timeline DSEP 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: 10,094 shares; 2025Q4: 11,565 shares; 2026Q1: 11,265 shares 11,265 $495K 0.04% -300 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,491 shares; 2024Q4: 3,963 shares; 2025Q1: 50,079 shares; 2025Q2: 32,966 shares; 2025Q3: 41,538 shares; 2025Q4: 12,441 shares; 2026Q1: 13,013 shares 13,013 $495K 0.04% +572 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,992 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 3,443 shares 3,443 $492K 0.04% +493 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 6,435 shares; 2025Q3: 6,582 shares; 2025Q4: 6,477 shares; 2026Q1: 5,966 shares 5,966 $490K 0.04% -511 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,307 shares 9,307 $485K 0.04% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,584 shares; 2025Q1: 2,601 shares; 2025Q2: 3,151 shares; 2025Q3: 3,457 shares; 2025Q4: 2,940 shares; 2026Q1: 2,840 shares 2,840 $484K 0.04% -100 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,335 shares 13,335 $483K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 1,620 shares; 2025Q3: 1,656 shares; 2025Q4: 1,634 shares; 2026Q1: 1,410 shares 1,410 $482K 0.04% -224 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 14,031 shares; 2025Q1: 12,259 shares; 2025Q2: 11,898 shares; 2025Q3: 9,873 shares; 2025Q4: 9,844 shares; 2026Q1: 8,299 shares 8,299 $480K 0.04% -1,545 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares 4,267 $474K 0.04% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares 4,129 $467K 0.04% new 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: 9,640 shares; 2024Q4: 9,133 shares; 2025Q1: 9,119 shares; 2025Q2: 5,622 shares; 2025Q3: 5,528 shares; 2025Q4: 5,311 shares; 2026Q1: 5,289 shares 5,289 $465K 0.04% -22 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,771 shares; 2025Q1: 9,432 shares; 2025Q2: 9,099 shares; 2025Q3: 4,982 shares; 2025Q4: 4,458 shares; 2026Q1: 4,810 shares 4,810 $464K 0.04% +352 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,557 shares; 2025Q2: 22,015 shares; 2025Q3: 20,659 shares; 2025Q4: 14,914 shares; 2026Q1: 15,178 shares 15,178 $462K 0.04% +264 Timeline SHLD 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: 4,765 shares; 2025Q3: 16,472 shares; 2025Q4: 33,133 shares; 2026Q1: 6,507 shares 6,507 $461K 0.04% -26,626 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,299 shares 6,299 $461K 0.04% new Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 8,927 shares; 2025Q4: 8,963 shares; 2026Q1: 9,402 shares 9,402 $460K 0.04% +439 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: 1,842 shares; 2024Q4: 1,973 shares; 2025Q1: 1,962 shares; 2025Q2: 2,066 shares; 2025Q3: 2,232 shares; 2025Q4: 2,393 shares; 2026Q1: 3,109 shares 3,109 $449K 0.04% +716 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,138 shares 9,138 $445K 0.04% new Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,098 shares; 2025Q3: 19,125 shares; 2025Q4: 11,805 shares; 2026Q1: 7,488 shares 7,488 $439K 0.04% -4,317 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,453 shares 9,453 $439K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,453 shares; 2025Q3: 7,111 shares; 2025Q4: 7,792 shares; 2026Q1: 6,841 shares 6,841 $438K 0.04% -951 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: 881 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 602 shares 602 $438K 0.04% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,635 shares; 2025Q3: 7,700 shares; 2025Q4: 8,720 shares; 2026Q1: 8,720 shares 8,720 $438K 0.04% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,833 shares; 2025Q1: 8,606 shares; 2025Q2: 57,083 shares; 2025Q3: 8,155 shares; 2025Q4: 11,107 shares; 2026Q1: 19,216 shares 19,216 $438K 0.04% +8,109 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,613 shares 8,613 $436K 0.04% new 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: not reported; 2024Q4: 354 shares; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 583 shares; 2025Q4: 411 shares; 2026Q1: 670 shares 670 $436K 0.04% +259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,328 shares; 2025Q4: 1,667 shares; 2026Q1: 2,400 shares 2,400 $435K 0.04% +733 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: 1,624 shares; 2024Q4: 1,612 shares; 2025Q1: 1,653 shares; 2025Q2: 1,578 shares; 2025Q3: 1,618 shares; 2025Q4: 1,598 shares; 2026Q1: 1,956 shares 1,956 $425K 0.03% +358 Timeline TXXI 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: not reported; 2025Q4: 6,347 shares; 2026Q1: 8,480 shares 8,480 $425K 0.03% +2,133 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,764 shares; 2025Q1: 3,089 shares; 2025Q2: 11,946 shares; 2025Q3: 5,158 shares; 2025Q4: 4,171 shares; 2026Q1: 2,905 shares 2,905 $425K 0.03% -1,266 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: 37,062 shares; 2025Q4: 3,602 shares; 2026Q1: 1,564 shares 1,564 $423K 0.03% -2,038 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: 12,542 shares; 2025Q4: 6,308 shares; 2026Q1: 5,643 shares 5,643 $419K 0.03% -665 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,491 shares; 2025Q1: 4,637 shares; 2025Q2: 4,661 shares; 2025Q3: 5,476 shares; 2025Q4: 5,967 shares; 2026Q1: 6,359 shares 6,359 $415K 0.03% +392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 447 shares 447 $411K 0.03% +223 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,175 shares; 2025Q2: 12,727 shares; 2025Q3: 13,390 shares; 2025Q4: 14,059 shares; 2026Q1: 16,140 shares 16,140 $410K 0.03% +2,081 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 15,575 shares; 2025Q1: 17,708 shares; 2025Q2: 22,329 shares; 2025Q3: 19,766 shares; 2025Q4: 14,039 shares; 2026Q1: 12,997 shares 12,997 $405K 0.03% -1,042 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,374 shares 7,374 $383K 0.03% new 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: 4,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 6,459 shares; 2025Q4: 6,578 shares; 2026Q1: 6,079 shares 6,079 $383K 0.03% -499 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,784 shares; 2025Q4: 4,816 shares; 2026Q1: 4,126 shares 4,126 $381K 0.03% -690 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,102 shares 4,102 $380K 0.03% 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: 1,792 shares; 2024Q4: not reported; 2025Q1: 1,689 shares; 2025Q2: 1,643 shares; 2025Q3: 2,130 shares; 2025Q4: 2,214 shares; 2026Q1: 3,643 shares 3,643 $374K 0.03% +1,429 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: 12,311 shares; 2025Q1: 12,341 shares; 2025Q2: 8,373 shares; 2025Q3: 8,712 shares; 2025Q4: 8,291 shares; 2026Q1: 12,804 shares 12,804 $371K 0.03% +4,513 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: 887 shares; 2026Q1: 1,406 shares 1,406 $366K 0.03% +519 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: not reported; 2025Q4: not reported; 2026Q1: 2,692 shares 2,692 $365K 0.03% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,078 shares 8,078 $364K 0.03% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,544 shares 16,544 $363K 0.03% new Timeline BIL 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: 11,314 shares; 2026Q1: 3,957 shares 3,957 $363K 0.03% -7,357 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: 633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 722 shares; 2025Q4: 753 shares; 2026Q1: 1,025 shares 1,025 $360K 0.03% +272 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,322 shares 12,322 $360K 0.03% new Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS 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: 23,500 shares; 2025Q4: 12,116 shares; 2026Q1: 10,068 shares 10,068 $356K 0.03% -2,048 Timeline PCLO VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 14,170 shares 14,170 $352K 0.03% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,524 shares 3,524 $352K 0.03% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,488 shares 10,488 $351K 0.03% new 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: 5,584 shares; 2024Q4: 24,664 shares; 2025Q1: 6,966 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,183 shares 1,183 $351K 0.03% +44 Timeline XPRO EXPRO GROUP HOLDINGS NV More: the full row for EXPRO GROUP 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: not reported; 2026Q1: 19,980 shares 19,980 $348K 0.03% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,201 shares; 2026Q1: 7,243 shares 7,243 $347K 0.03% +42 Timeline PHYS 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: 10,634 shares; 2024Q4: 10,439 shares; 2025Q1: 10,494 shares; 2025Q2: 10,488 shares; 2025Q3: 10,308 shares; 2025Q4: 9,711 shares; 2026Q1: 9,694 shares 9,694 $344K 0.03% -17 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,975 shares; 2025Q4: 5,389 shares; 2026Q1: 4,668 shares 4,668 $343K 0.03% -721 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,403 shares; 2026Q1: 32,121 shares 32,121 $341K 0.03% -17,282 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,638 shares 1,638 $340K 0.03% +496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 883 shares; 2026Q1: 1,179 shares 1,179 $338K 0.03% +296 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,653 shares 6,653 $332K 0.03% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL 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: 17,735 shares; 2025Q4: 13,496 shares; 2026Q1: 25,034 shares 25,034 $328K 0.03% +11,538 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,330 shares; 2025Q1: 1,291 shares; 2025Q2: 1,595 shares; 2025Q3: 1,462 shares; 2025Q4: 2,018 shares; 2026Q1: 2,151 shares 2,151 $328K 0.03% +133 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,088 shares; 2025Q3: 7,645 shares; 2025Q4: 7,347 shares; 2026Q1: 7,669 shares 7,669 $326K 0.03% +322 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD 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: not reported; 2026Q1: 2,340 shares 2,340 $326K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,543 shares 1,543 $326K 0.03% new Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,689 shares 9,689 $325K 0.03% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 6,921 shares 6,921 $325K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,536 shares; 2025Q1: 3,108 shares; 2025Q2: 3,743 shares; 2025Q3: 3,652 shares; 2025Q4: 3,291 shares; 2026Q1: 2,216 shares 2,216 $325K 0.03% -1,075 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,727 shares; 2025Q2: 4,646 shares; 2025Q3: 4,795 shares; 2025Q4: 4,865 shares; 2026Q1: 5,815 shares 5,815 $324K 0.03% +950 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,608 shares 14,608 $323K 0.03% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 5,147 shares; 2025Q3: 2,780 shares; 2025Q4: not reported; 2026Q1: 2,253 shares 2,253 $322K 0.03% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,223 shares 12,223 $322K 0.03% new Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,725 shares; 2025Q2: 33,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,883 shares 8,883 $322K 0.03% new Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,216 shares 6,216 $319K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 5,708 shares; 2025Q1: 5,439 shares; 2025Q2: 4,802 shares; 2025Q3: 3,564 shares; 2025Q4: 3,454 shares; 2026Q1: 4,677 shares 4,677 $318K 0.03% +1,223 Timeline PFF 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: 12,121 shares; 2025Q2: 12,121 shares; 2025Q3: 10,246 shares; 2025Q4: 11,038 shares; 2026Q1: 10,482 shares 10,482 $318K 0.03% -556 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: not reported; 2025Q4: not reported; 2026Q1: 1,968 shares 1,968 $314K 0.03% new 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: 799 shares 799 $313K 0.03% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,365 shares; 2025Q4: 14,012 shares; 2026Q1: 16,547 shares 16,547 $312K 0.03% +2,535 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE 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: 9,340 shares 9,340 $312K 0.03% new Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares 2,777 $311K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,523 shares 3,523 $311K 0.03% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,630 shares 4,630 $310K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 42,096 shares; 2025Q4: 25,361 shares; 2026Q1: 21,531 shares 21,531 $309K 0.03% -3,830 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,851 shares; 2026Q1: 4,120 shares 4,120 $309K 0.03% -731 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,771 shares 7,771 $309K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,029 shares; 2025Q1: 1,926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,336 shares 2,336 $308K 0.03% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,615 shares; 2025Q4: 10,901 shares; 2026Q1: 9,433 shares 9,433 $307K 0.03% -1,468 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,671 shares 6,671 $307K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,546 shares 2,546 $306K 0.02% new 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: 425 shares; 2025Q3: 526 shares; 2025Q4: 367 shares; 2026Q1: 349 shares 349 $305K 0.02% -18 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: 2,111 shares; 2024Q4: 1,604 shares; 2025Q1: 1,456 shares; 2025Q2: 1,474 shares; 2025Q3: 1,427 shares; 2025Q4: 1,373 shares; 2026Q1: 1,397 shares 1,397 $303K 0.02% +24 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,224 shares; 2025Q1: not reported; 2025Q2: 6,707 shares; 2025Q3: not reported; 2025Q4: 11,013 shares; 2026Q1: 10,917 shares 10,917 $303K 0.02% -96 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 11,916 shares; 2026Q1: 22,932 shares 22,932 $300K 0.02% +11,016 Timeline STN STANTEC INC More: the full row for STANTEC 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: 3,460 shares 3,460 $299K 0.02% 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: 1,659 shares 1,659 $298K 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,904 shares 6,904 $298K 0.02% new 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: not reported; 2025Q3: 5,435 shares; 2025Q4: not reported; 2026Q1: 5,999 shares 5,999 $297K 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 3,520 shares; 2025Q2: 3,383 shares; 2025Q3: 1,884 shares; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $295K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,748 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188 $293K 0.02% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,500 shares; 2026Q1: 4,619 shares 4,619 $293K 0.02% +1,119 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 3,520 shares; 2025Q4: not reported; 2026Q1: 7,781 shares 7,781 $291K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,292 shares; 2025Q1: 2,220 shares; 2025Q2: 2,233 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,417 shares 3,417 $291K 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares 611 $290K 0.02% new Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,681 shares; 2025Q1: 120,643 shares; 2025Q2: 121,182 shares; 2025Q3: 97,092 shares; 2025Q4: 97,518 shares; 2026Q1: 83,957 shares 83,957 $286K 0.02% -13,561 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 6,119 shares; 2025Q3: 5,026 shares; 2025Q4: not reported; 2026Q1: 4,586 shares 4,586 $286K 0.02% new Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 8,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,846 shares; 2025Q4: not reported; 2026Q1: 8,008 shares 8,008 $284K 0.02% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381 shares; 2025Q4: 898 shares; 2026Q1: 806 shares 806 $283K 0.02% -92 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,893 shares; 2024Q4: 53,826 shares; 2025Q1: 49,302 shares; 2025Q2: 6,880 shares; 2025Q3: 5,602 shares; 2025Q4: 4,073 shares; 2026Q1: 3,677 shares 3,677 $283K 0.02% -396 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,378 shares; 2025Q4: 3,706 shares; 2026Q1: 2,831 shares 2,831 $281K 0.02% -875 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: not reported; 2026Q1: 2,455 shares 2,455 $281K 0.02% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 4,069 shares 4,069 $281K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 14,366 shares; 2026Q1: 16,921 shares 16,921 $281K 0.02% +2,555 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: 1,612 shares; 2025Q2: 1,643 shares; 2025Q3: 1,443 shares; 2025Q4: 1,488 shares; 2026Q1: 1,457 shares 1,457 $281K 0.02% -31 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,212 shares; 2025Q2: 55,655 shares; 2025Q3: 17,191 shares; 2025Q4: 13,234 shares; 2026Q1: 7,034 shares 7,034 $280K 0.02% -6,200 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,881 shares; 2026Q1: 76,476 shares 76,476 $280K 0.02% +4,595 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 685 shares; 2026Q1: 582 shares 582 $280K 0.02% -103 Timeline CACI CACI INTL INC More: the full row for CACI 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: 512 shares 512 $278K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,095 shares 2,095 $278K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,742 shares 5,742 $278K 0.02% new Timeline SPHQ 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: 4,914 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 3,696 shares; 2026Q1: 3,697 shares 3,697 $278K 0.02% +1 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,193 shares; 2025Q4: 7,633 shares; 2026Q1: 8,157 shares 8,157 $278K 0.02% +524 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares 5,480 $274K 0.02% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 7,872 shares 7,872 $274K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,761 shares; 2026Q1: 3,477 shares 3,477 $273K 0.02% +716 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,867 shares 5,867 $271K 0.02% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: not reported; 2025Q4: 1,847 shares; 2026Q1: 1,876 shares 1,876 $269K 0.02% +29 Timeline