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: 11,113 shares; 2025Q3: 11,128 shares; 2025Q4: 8,670 shares; 2026Q1: 8,683 shares 8,683 $354K 0.02% +13 Timeline SPGM 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: 3,163 shares; 2024Q4: 3,534 shares; 2025Q1: 4,799 shares; 2025Q2: 5,781 shares; 2025Q3: 4,332 shares; 2025Q4: 4,367 shares; 2026Q1: 4,669 shares 4,669 $353K 0.02% +302 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,213 shares; 2025Q2: 4,341 shares; 2025Q3: 4,460 shares; 2025Q4: 4,764 shares; 2026Q1: 4,845 shares 4,845 $351K 0.02% +81 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,842 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,457 shares; 2025Q3: 5,463 shares; 2025Q4: 5,467 shares; 2026Q1: 5,507 shares 5,507 $350K 0.02% +40 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 3,182 shares; 2025Q1: 3,254 shares; 2025Q2: 3,045 shares; 2025Q3: 3,050 shares; 2025Q4: 3,114 shares; 2026Q1: 3,019 shares 3,019 $350K 0.02% -95 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: 3,829 shares; 2025Q3: 3,792 shares; 2025Q4: 3,497 shares; 2026Q1: 3,498 shares 3,498 $349K 0.02% +1 Timeline RSPN 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: 7,000 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,800 shares; 2025Q3: 6,650 shares; 2025Q4: 6,275 shares; 2026Q1: 5,990 shares 5,990 $345K 0.02% -285 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,637 shares 17,637 $344K 0.02% new 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: 9,665 shares; 2024Q4: 9,288 shares; 2025Q1: 8,368 shares; 2025Q2: 8,536 shares; 2025Q3: 8,880 shares; 2025Q4: 7,465 shares; 2026Q1: 7,068 shares 7,068 $344K 0.02% -397 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,738 shares 7,738 $343K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 4,775 shares; 2025Q1: 4,788 shares; 2025Q2: 4,699 shares; 2025Q3: 4,656 shares; 2025Q4: 4,564 shares; 2026Q1: 4,674 shares 4,674 $342K 0.02% +110 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,565 shares; 2025Q1: 10,565 shares; 2025Q2: 10,565 shares; 2025Q3: 10,565 shares; 2025Q4: 10,565 shares; 2026Q1: 21,065 shares 21,065 $335K 0.02% +10,500 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,460 shares; 2025Q4: 7,848 shares; 2026Q1: 9,373 shares 9,373 $334K 0.02% +1,525 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: 6,708 shares; 2024Q4: 13,416 shares; 2025Q1: 13,416 shares; 2025Q2: 13,416 shares; 2025Q3: 13,416 shares; 2025Q4: 13,416 shares; 2026Q1: 13,416 shares 13,416 $332K 0.02% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares 6,660 $332K 0.02% 0 Timeline GPIX 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: 4,225 shares; 2025Q3: 4,600 shares; 2025Q4: 5,817 shares; 2026Q1: 6,619 shares 6,619 $331K 0.02% +802 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,355 shares; 2025Q3: 4,358 shares; 2025Q4: 3,985 shares; 2026Q1: 3,988 shares 3,988 $329K 0.02% +3 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,275 shares; 2025Q1: 6,624 shares; 2025Q2: 7,103 shares; 2025Q3: 7,182 shares; 2025Q4: 7,257 shares; 2026Q1: 7,333 shares 7,333 $329K 0.02% +76 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 3,371 shares; 2026Q1: 3,371 shares 3,371 $327K 0.02% 0 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,979 shares; 2026Q1: 38,019 shares 38,019 $326K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,345 shares; 2025Q4: 1,316 shares; 2026Q1: 1,301 shares 1,301 $326K 0.02% -15 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 8,035 shares; 2025Q1: 9,764 shares; 2025Q2: 10,486 shares; 2025Q3: 10,504 shares; 2025Q4: 10,656 shares; 2026Q1: 10,201 shares 10,201 $325K 0.02% -455 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 6,718 shares; 2025Q2: 6,725 shares; 2025Q3: 6,731 shares; 2025Q4: 6,736 shares; 2026Q1: 6,860 shares 6,860 $320K 0.02% +124 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 959 shares; 2025Q4: 1,002 shares; 2026Q1: 995 shares 995 $317K 0.02% -7 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,011 shares; 2025Q4: 3,553 shares; 2026Q1: 4,331 shares 4,331 $316K 0.02% +778 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 614 shares; 2025Q1: 692 shares; 2025Q2: 1,008 shares; 2025Q3: 869 shares; 2025Q4: 873 shares; 2026Q1: 864 shares 864 $314K 0.02% -9 Timeline IMCG 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: 3,423 shares; 2025Q3: 3,520 shares; 2025Q4: 3,719 shares; 2026Q1: 3,952 shares 3,952 $311K 0.02% +233 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: 4,943 shares; 2024Q4: 4,959 shares; 2025Q1: 3,808 shares; 2025Q2: 3,793 shares; 2025Q3: 3,923 shares; 2025Q4: 3,758 shares; 2026Q1: 3,660 shares 3,660 $311K 0.02% -98 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: 1,954 shares; 2025Q4: 1,956 shares; 2026Q1: 1,958 shares 1,958 $308K 0.02% +2 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 1,116 shares; 2025Q3: 1,015 shares; 2025Q4: 880 shares; 2026Q1: 954 shares 954 $308K 0.02% +74 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 7,260 shares 7,260 $304K 0.02% -3,590 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,298 shares; 2025Q1: 5,042 shares; 2025Q2: 4,008 shares; 2025Q3: 3,784 shares; 2025Q4: 3,774 shares; 2026Q1: 3,783 shares 3,783 $297K 0.02% +9 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,273 shares; 2025Q1: 12,273 shares; 2025Q2: 12,396 shares; 2025Q3: 12,520 shares; 2025Q4: 13,832 shares; 2026Q1: 14,265 shares 14,265 $295K 0.02% +433 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 12,150 shares; 2026Q1: 12,150 shares 12,150 $295K 0.02% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $295K 0.02% 0 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,700 shares 11,700 $294K 0.02% new Timeline IBTP 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: 9,871 shares; 2025Q1: 9,871 shares; 2025Q2: 9,923 shares; 2025Q3: 10,001 shares; 2025Q4: 11,080 shares; 2026Q1: 11,381 shares 11,381 $292K 0.02% +301 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 7,551 shares; 2025Q4: 7,551 shares; 2026Q1: 7,551 shares 7,551 $292K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,887 shares; 2025Q3: 12,021 shares; 2025Q4: 12,183 shares; 2026Q1: 12,341 shares 12,341 $291K 0.02% +158 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,233 shares 6,233 $290K 0.02% new Timeline CATH 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: 6,100 shares; 2024Q4: 6,000 shares; 2025Q1: 6,350 shares; 2025Q2: 6,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 3,700 shares 3,700 $289K 0.02% -1,950 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: 1,625 shares; 2024Q4: 1,523 shares; 2025Q1: 1,523 shares; 2025Q2: 1,523 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,525 shares 1,525 $284K 0.02% +1 Timeline AVEM 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: 3,797 shares; 2025Q3: 3,742 shares; 2025Q4: 3,551 shares; 2026Q1: 3,508 shares 3,508 $283K 0.02% -43 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,528 shares; 2025Q1: 2,785 shares; 2025Q2: 3,083 shares; 2025Q3: 3,293 shares; 2025Q4: 2,326 shares; 2026Q1: 2,508 shares 2,508 $283K 0.02% +182 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,410 shares; 2025Q1: 1,394 shares; 2025Q2: 1,374 shares; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $281K 0.02% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,470 shares; 2025Q3: 6,728 shares; 2025Q4: 6,730 shares; 2026Q1: 6,947 shares 6,947 $279K 0.02% +217 Timeline GSEW 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: 3,282 shares 3,282 $278K 0.02% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 9,658 shares; 2025Q1: 9,728 shares; 2025Q2: 8,515 shares; 2025Q3: 7,833 shares; 2025Q4: 6,332 shares; 2026Q1: 4,677 shares 4,677 $276K 0.02% -1,655 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: 165 shares; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 219 shares 219 $276K 0.02% +64 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 5,759 shares; 2025Q1: 5,700 shares; 2025Q2: 5,701 shares; 2025Q3: 5,176 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $276K 0.02% 0 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,218 shares; 2025Q3: 20,062 shares; 2025Q4: 27,754 shares; 2026Q1: 26,201 shares 26,201 $274K 0.02% -1,553 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,947 shares; 2025Q1: 5,414 shares; 2025Q2: 7,647 shares; 2025Q3: 6,882 shares; 2025Q4: 5,768 shares; 2026Q1: 8,232 shares 8,232 $273K 0.02% +2,464 Timeline VGSH 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: 4,321 shares; 2024Q4: 4,096 shares; 2025Q1: 3,897 shares; 2025Q2: 5,688 shares; 2025Q3: 6,354 shares; 2025Q4: 5,074 shares; 2026Q1: 4,636 shares 4,636 $271K 0.02% -438 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 57 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 64 shares 64 $270K 0.02% +5 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares 2,123 $270K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,760 shares; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares 1,952 $266K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 940 shares; 2025Q4: 976 shares; 2026Q1: 953 shares 953 $265K 0.01% -23 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,789 shares; 2025Q1: 3,459 shares; 2025Q2: 3,181 shares; 2025Q3: 2,981 shares; 2025Q4: 2,849 shares; 2026Q1: 2,831 shares 2,831 $264K 0.01% -18 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 512 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 573 shares 573 $264K 0.01% +53 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,774 shares; 2025Q4: 4,783 shares; 2026Q1: 4,933 shares 4,933 $260K 0.01% +150 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $259K 0.01% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 6,688 shares; 2025Q1: 6,544 shares; 2025Q2: 5,655 shares; 2025Q3: 5,663 shares; 2025Q4: 5,672 shares; 2026Q1: 5,701 shares 5,701 $258K 0.01% +29 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: 3,528 shares 3,528 $258K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 312 shares; 2026Q1: 232 shares 232 $254K 0.01% -80 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,433 shares; 2025Q3: 9,600 shares; 2025Q4: 9,510 shares; 2026Q1: 9,510 shares 9,510 $254K 0.01% 0 Timeline IJAN 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: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 6,987 shares 6,987 $253K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,543 shares; 2024Q4: 31,014 shares; 2025Q1: 31,502 shares; 2025Q2: 32,004 shares; 2025Q3: 30,157 shares; 2025Q4: 28,344 shares; 2026Q1: 28,837 shares 28,837 $253K 0.01% +493 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,549 shares; 2025Q1: 2,364 shares; 2025Q2: 2,342 shares; 2025Q3: 2,296 shares; 2025Q4: 2,259 shares; 2026Q1: 2,197 shares 2,197 $252K 0.01% -62 Timeline RSPU 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: 3,314 shares; 2024Q4: 3,328 shares; 2025Q1: 3,045 shares; 2025Q2: 3,060 shares; 2025Q3: 3,075 shares; 2025Q4: 3,090 shares; 2026Q1: 3,105 shares 3,105 $252K 0.01% +15 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,459 shares; 2025Q4: 11,648 shares; 2026Q1: 11,666 shares 11,666 $248K 0.01% +18 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,006 shares; 2025Q2: 1,999 shares; 2025Q3: 2,002 shares; 2025Q4: 1,995 shares; 2026Q1: 12,459 shares 12,459 $247K 0.01% +10,464 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 5,030 shares; 2025Q4: 7,837 shares; 2026Q1: 12,285 shares 12,285 $243K 0.01% +4,448 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares 2,570 $241K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,138 shares; 2025Q1: 3,141 shares; 2025Q2: 3,260 shares; 2025Q3: 3,279 shares; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $241K 0.01% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,259 shares; 2024Q4: 17,511 shares; 2025Q1: 17,043 shares; 2025Q2: 16,783 shares; 2025Q3: 15,914 shares; 2025Q4: 12,931 shares; 2026Q1: 12,782 shares 12,782 $241K 0.01% -149 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,681 shares; 2025Q1: 1,382 shares; 2025Q2: 1,284 shares; 2025Q3: 1,285 shares; 2025Q4: 1,329 shares; 2026Q1: 1,007 shares 1,007 $239K 0.01% -322 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,819 shares; 2025Q1: 1,802 shares; 2025Q2: 1,750 shares; 2025Q3: 1,646 shares; 2025Q4: not reported; 2026Q1: 1,370 shares 1,370 $237K 0.01% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,883 shares; 2025Q4: 4,344 shares; 2026Q1: 4,764 shares 4,764 $236K 0.01% +420 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,138 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares 1,189 $236K 0.01% 0 Timeline PHO 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: 3,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,906 shares; 2025Q3: 3,133 shares; 2025Q4: 3,268 shares; 2026Q1: 3,521 shares 3,521 $235K 0.01% +253 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares 1,848 $235K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 3,227 shares; 2025Q3: 3,258 shares; 2025Q4: 3,223 shares; 2026Q1: 3,228 shares 3,228 $234K 0.01% +5 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: 4,465 shares; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 6,635 shares; 2025Q4: 6,875 shares; 2026Q1: 6,875 shares 6,875 $234K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,435 shares; 2026Q1: 1,432 shares 1,432 $232K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 4,388 shares; 2025Q2: 3,274 shares; 2025Q3: 3,130 shares; 2025Q4: 2,393 shares; 2026Q1: 2,313 shares 2,313 $232K 0.01% -80 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,338 shares; 2025Q1: 2,717 shares; 2025Q2: 2,724 shares; 2025Q3: 2,566 shares; 2025Q4: 2,458 shares; 2026Q1: 2,316 shares 2,316 $231K 0.01% -142 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $229K 0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 15,680 shares; 2026Q1: 15,885 shares 15,885 $226K 0.01% +205 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: not reported; 2024Q4: 1,124 shares; 2025Q1: 1,248 shares; 2025Q2: 783 shares; 2025Q3: 966 shares; 2025Q4: 956 shares; 2026Q1: 1,008 shares 1,008 $226K 0.01% +52 Timeline DTCR 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: 10,199 shares; 2024Q4: 10,199 shares; 2025Q1: 10,271 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,441 shares 9,441 $226K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,591 shares; 2025Q1: 5,591 shares; 2025Q2: 5,521 shares; 2025Q3: 5,400 shares; 2025Q4: 4,882 shares; 2026Q1: 4,685 shares 4,685 $226K 0.01% -197 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: 5,433 shares; 2026Q1: 4,729 shares 4,729 $225K 0.01% -704 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares 474 $224K 0.01% new 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: 4,490 shares; 2025Q4: 4,589 shares; 2026Q1: 4,464 shares 4,464 $223K 0.01% -125 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: not reported; 2026Q1: 1,554 shares 1,554 $223K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares 2,870 $222K 0.01% new 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: 5,769 shares; 2024Q4: 7,222 shares; 2025Q1: 8,074 shares; 2025Q2: 8,095 shares; 2025Q3: 7,543 shares; 2025Q4: not reported; 2026Q1: 4,317 shares 4,317 $222K 0.01% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares 3,040 $222K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394 $221K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares 1,704 $221K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 2,856 shares; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,302 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares 2,303 $220K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares 2,367 $217K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 9,411 shares; 2025Q1: 9,441 shares; 2025Q2: 9,470 shares; 2025Q3: 9,500 shares; 2025Q4: 9,539 shares; 2026Q1: 9,576 shares 9,576 $217K 0.01% +37 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares; 2025Q4: 10,110 shares; 2026Q1: 10,470 shares 10,470 $217K 0.01% +360 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 2,701 shares; 2025Q4: not reported; 2026Q1: 2,701 shares 2,701 $215K 0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 870 shares; 2025Q4: 756 shares; 2026Q1: 782 shares 782 $214K 0.01% +26 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA 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: 512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares 491 $213K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,957 shares; 2024Q4: 7,471 shares; 2025Q1: 6,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,228 shares 3,228 $210K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: 12,707 shares; 2025Q2: 12,715 shares; 2025Q3: 12,722 shares; 2025Q4: 12,729 shares; 2026Q1: 1,764 shares 1,764 $209K 0.01% -10,965 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,014 shares 2,014 $209K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,199 shares; 2024Q4: 11,670 shares; 2025Q1: 9,856 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,311 shares 5,311 $207K 0.01% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,580 shares; 2024Q4: 15,833 shares; 2025Q1: 16,101 shares; 2025Q2: 14,646 shares; 2025Q3: 13,855 shares; 2025Q4: 14,086 shares; 2026Q1: 14,327 shares 14,327 $207K 0.01% +241 Timeline DVY 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: 1,364 shares 1,364 $206K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares 149 $206K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 664 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 682 shares 682 $205K 0.01% +5 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,378 shares; 2025Q1: 3,279 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551 $205K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 784 shares; 2026Q1: 514 shares 514 $204K 0.01% -270 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: not reported; 2026Q1: 987 shares 987 $204K 0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: not reported; 2025Q4: 2,597 shares; 2026Q1: 2,607 shares 2,607 $203K 0.01% +10 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,374 shares; 2026Q1: 3,374 shares 3,374 $203K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757 shares 757 $202K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,136 shares; 2026Q1: 2,138 shares 2,138 $200K 0.01% +2 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 10,736 shares; 2025Q1: 10,813 shares; 2025Q2: 10,894 shares; 2025Q3: 10,974 shares; 2025Q4: 10,552 shares; 2026Q1: 10,232 shares 10,232 $194K 0.01% -320 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 13,176 shares; 2025Q1: 13,315 shares; 2025Q2: 13,464 shares; 2025Q3: 13,608 shares; 2025Q4: 13,751 shares; 2026Q1: 13,900 shares 13,900 $190K 0.01% +149 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,198 shares; 2025Q4: 14,510 shares; 2026Q1: 14,662 shares 14,662 $186K 0.01% +152 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 16,700 shares; 2025Q3: 19,175 shares; 2025Q4: 20,475 shares; 2026Q1: 24,475 shares 24,475 $185K 0.01% +4,000 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: 17,731 shares; 2024Q4: 18,936 shares; 2025Q1: 20,727 shares; 2025Q2: 26,570 shares; 2025Q3: 28,936 shares; 2025Q4: 29,546 shares; 2026Q1: 30,103 shares 30,103 $154K 0.01% +557 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 30,500 shares; 2025Q1: 30,532 shares; 2025Q2: 30,525 shares; 2025Q3: 30,525 shares; 2025Q4: 30,525 shares; 2026Q1: 23,425 shares 23,425 $151K 0.01% -7,100 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,478 shares; 2026Q1: 18,542 shares 18,542 $144K 0.01% +64 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: 11,886 shares; 2024Q4: 12,016 shares; 2025Q1: 10,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,876 shares; 2026Q1: 10,477 shares 10,477 $107K 0.01% -399 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $28.8K <0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 11,905 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $19K <0.01% 0 Timeline