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: 268,223 shares; 2024Q4: 258,810 shares; 2025Q1: 241,518 shares; 2025Q2: 225,631 shares; 2025Q3: 217,639 shares; 2025Q4: 196,959 shares; 2026Q1: 186,502 shares 186,502 $32.5M 3.65% -10,457 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: 151,450 shares; 2024Q4: 148,716 shares; 2025Q1: 134,416 shares; 2025Q2: 125,719 shares; 2025Q3: 119,646 shares; 2025Q4: 113,049 shares; 2026Q1: 108,010 shares 108,010 $31.1M 3.48% -5,039 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: 136,548 shares; 2024Q4: 134,194 shares; 2025Q1: 130,481 shares; 2025Q2: 128,220 shares; 2025Q3: 126,015 shares; 2025Q4: 123,794 shares; 2026Q1: 114,759 shares 114,759 $29.1M 3.27% -9,035 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: 85,820 shares; 2024Q4: 84,458 shares; 2025Q1: 76,439 shares; 2025Q2: 75,123 shares; 2025Q3: 74,254 shares; 2025Q4: 71,568 shares; 2026Q1: 70,144 shares 70,144 $26M 2.91% -1,424 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: 360,494 shares; 2024Q4: 359,864 shares; 2025Q1: 359,662 shares; 2025Q2: 357,680 shares; 2025Q3: 339,621 shares; 2025Q4: 339,346 shares; 2026Q1: 284,994 shares 284,994 $25.1M 2.82% -54,352 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: 79,931 shares; 2024Q4: 78,285 shares; 2025Q1: 77,909 shares; 2025Q2: 75,866 shares; 2025Q3: 74,876 shares; 2025Q4: 75,294 shares; 2026Q1: 70,491 shares 70,491 $20.7M 2.33% -4,803 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: 204,804 shares; 2024Q4: 195,044 shares; 2025Q1: 187,932 shares; 2025Q2: 184,359 shares; 2025Q3: 173,241 shares; 2025Q4: 165,373 shares; 2026Q1: 153,209 shares 153,209 $19M 2.14% -12,164 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,387 shares; 2024Q4: 168,867 shares; 2025Q1: 167,294 shares; 2025Q2: 164,692 shares; 2025Q3: 167,712 shares; 2025Q4: 155,885 shares; 2026Q1: 129,372 shares 129,372 $17.6M 1.97% -26,513 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: 31,994 shares; 2024Q4: 31,613 shares; 2025Q1: 29,592 shares; 2025Q2: 28,902 shares; 2025Q3: 28,274 shares; 2025Q4: 27,331 shares; 2026Q1: 24,547 shares 24,547 $17.4M 1.95% -2,784 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 44,982 shares; 2025Q1: 44,731 shares; 2025Q2: 47,153 shares; 2025Q3: 45,289 shares; 2025Q4: 44,349 shares; 2026Q1: 37,647 shares 37,647 $16.3M 1.83% -6,702 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: 67,751 shares; 2024Q4: 66,592 shares; 2025Q1: 67,872 shares; 2025Q2: 66,539 shares; 2025Q3: 65,837 shares; 2025Q4: 61,600 shares; 2026Q1: 60,802 shares 60,802 $12.7M 1.42% -798 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: 54,588 shares; 2024Q4: 53,616 shares; 2025Q1: 45,313 shares; 2025Q2: 43,565 shares; 2025Q3: 42,339 shares; 2025Q4: 41,451 shares; 2026Q1: 40,630 shares 40,630 $12.6M 1.41% -821 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 15,549 shares; 2025Q1: 15,453 shares; 2025Q2: 15,030 shares; 2025Q3: 14,762 shares; 2025Q4: 14,541 shares; 2026Q1: 14,334 shares 14,334 $12.1M 1.36% -207 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,315 shares; 2024Q4: 47,232 shares; 2025Q1: 46,908 shares; 2025Q2: 45,512 shares; 2025Q3: 44,581 shares; 2025Q4: 44,516 shares; 2026Q1: 43,666 shares 43,666 $11.6M 1.3% -850 Timeline IGSB 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: 212,952 shares; 2024Q4: 208,407 shares; 2025Q1: 207,485 shares; 2025Q2: 200,553 shares; 2025Q3: 196,875 shares; 2025Q4: 205,328 shares; 2026Q1: 198,459 shares 198,459 $10.4M 1.17% -6,869 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: 48,969 shares; 2024Q4: 48,449 shares; 2025Q1: 48,684 shares; 2025Q2: 48,035 shares; 2025Q3: 47,929 shares; 2025Q4: 48,103 shares; 2026Q1: 50,185 shares 50,185 $10.4M 1.17% +2,082 Timeline SHY 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: 129,856 shares; 2024Q4: 129,659 shares; 2025Q1: 127,961 shares; 2025Q2: 125,974 shares; 2025Q3: 120,510 shares; 2025Q4: 126,011 shares; 2026Q1: 122,478 shares 122,478 $10.1M 1.13% -3,533 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: 12,094 shares; 2024Q4: 11,555 shares; 2025Q1: 11,487 shares; 2025Q2: 11,426 shares; 2025Q3: 11,110 shares; 2025Q4: 10,895 shares; 2026Q1: 10,858 shares 10,858 $9.99M 1.12% -37 Timeline FLOT 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: 156,201 shares; 2024Q4: 151,623 shares; 2025Q1: 160,377 shares; 2025Q2: 167,700 shares; 2025Q3: 153,039 shares; 2025Q4: 199,678 shares; 2026Q1: 192,447 shares 192,447 $9.81M 1.1% -7,231 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,578 shares; 2024Q4: 36,969 shares; 2025Q1: 36,972 shares; 2025Q2: 36,618 shares; 2025Q3: 36,478 shares; 2025Q4: 33,534 shares; 2026Q1: 31,171 shares 31,171 $9.69M 1.09% -2,363 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: 19,002 shares; 2024Q4: 18,786 shares; 2025Q1: 18,607 shares; 2025Q2: 18,516 shares; 2025Q3: 18,276 shares; 2025Q4: 16,912 shares; 2026Q1: 16,751 shares 16,751 $9.58M 1.08% -161 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,314 shares; 2025Q1: 22,283 shares; 2025Q2: 21,907 shares; 2025Q3: 21,623 shares; 2025Q4: 21,330 shares; 2026Q1: 19,012 shares 19,012 $9.5M 1.07% -2,318 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: 34,713 shares; 2024Q4: 35,076 shares; 2025Q1: 35,244 shares; 2025Q2: 34,674 shares; 2025Q3: 35,119 shares; 2025Q4: 34,614 shares; 2026Q1: 37,630 shares 37,630 $9.33M 1.05% +3,016 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: 44,591 shares; 2024Q4: 43,131 shares; 2025Q1: 42,757 shares; 2025Q2: 40,854 shares; 2025Q3: 40,483 shares; 2025Q4: 38,396 shares; 2026Q1: 37,585 shares 37,585 $9.29M 1.04% -811 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: 72,735 shares; 2024Q4: 88,570 shares; 2025Q1: 83,967 shares; 2025Q2: 83,526 shares; 2025Q3: 79,140 shares; 2025Q4: 60,377 shares; 2026Q1: 60,685 shares 60,685 $8.77M 0.98% +308 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 7,580 shares; 2025Q1: 7,576 shares; 2025Q2: 7,421 shares; 2025Q3: 7,339 shares; 2025Q4: 6,620 shares; 2026Q1: 6,503 shares 6,503 $8.59M 0.96% -117 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: 40,985 shares; 2024Q4: 39,367 shares; 2025Q1: 38,121 shares; 2025Q2: 36,834 shares; 2025Q3: 36,199 shares; 2025Q4: 35,682 shares; 2026Q1: 34,583 shares 34,583 $8.45M 0.95% -1,099 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,166 shares; 2025Q1: 11,728 shares; 2025Q2: 11,634 shares; 2025Q3: 11,617 shares; 2025Q4: 11,333 shares; 2026Q1: 11,186 shares 11,186 $8.15M 0.91% -147 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: 28,845 shares; 2024Q4: 28,540 shares; 2025Q1: 26,948 shares; 2025Q2: 26,576 shares; 2025Q3: 24,864 shares; 2025Q4: 25,169 shares; 2026Q1: 24,660 shares 24,660 $8.11M 0.91% -509 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: 47,558 shares; 2024Q4: 47,008 shares; 2025Q1: 41,215 shares; 2025Q2: 33,986 shares; 2025Q3: 33,773 shares; 2025Q4: 59,479 shares; 2026Q1: 57,364 shares 57,364 $7.62M 0.86% -2,115 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: 38,093 shares; 2024Q4: 37,510 shares; 2025Q1: 35,411 shares; 2025Q2: 34,841 shares; 2025Q3: 34,893 shares; 2025Q4: 34,654 shares; 2026Q1: 34,553 shares 34,553 $7.51M 0.84% -101 Timeline IEI 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: 59,778 shares; 2024Q4: 61,314 shares; 2025Q1: 61,714 shares; 2025Q2: 59,173 shares; 2025Q3: 59,458 shares; 2025Q4: 61,575 shares; 2026Q1: 61,160 shares 61,160 $7.25M 0.81% -415 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: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 36,911 shares; 2025Q2: 92,298 shares; 2025Q3: 92,395 shares; 2025Q4: 71,391 shares; 2026Q1: 72,592 shares 72,592 $7.05M 0.79% +1,201 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,187 shares; 2025Q1: 8,102 shares; 2025Q2: 7,908 shares; 2025Q3: 7,723 shares; 2025Q4: 7,501 shares; 2026Q1: 7,278 shares 7,278 $7M 0.79% -223 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: 7,929 shares; 2024Q4: 8,561 shares; 2025Q1: 8,946 shares; 2025Q2: 9,413 shares; 2025Q3: 8,950 shares; 2025Q4: 8,651 shares; 2026Q1: 9,557 shares 9,557 $6.96M 0.78% +906 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,338 shares; 2024Q4: 27,361 shares; 2025Q1: 18,141 shares; 2025Q2: 18,082 shares; 2025Q3: 18,148 shares; 2025Q4: 16,887 shares; 2026Q1: 18,466 shares 18,466 $6.6M 0.74% +1,579 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,669 shares; 2024Q4: 48,170 shares; 2025Q1: 51,403 shares; 2025Q2: 51,805 shares; 2025Q3: 55,850 shares; 2025Q4: 60,265 shares; 2026Q1: 63,231 shares 63,231 $6.28M 0.7% +2,966 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: 54,859 shares; 2024Q4: 57,401 shares; 2025Q1: 57,226 shares; 2025Q2: 56,508 shares; 2025Q3: 85,625 shares; 2025Q4: 94,227 shares; 2026Q1: 90,175 shares 90,175 $6.14M 0.69% -4,052 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 36,079 shares; 2025Q1: 35,664 shares; 2025Q2: 34,975 shares; 2025Q3: 34,474 shares; 2025Q4: 33,882 shares; 2026Q1: 28,833 shares 28,833 $6.06M 0.68% -5,049 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,220 shares; 2024Q4: 12,010 shares; 2025Q1: 31,182 shares; 2025Q2: 45,089 shares; 2025Q3: 45,830 shares; 2025Q4: 45,866 shares; 2026Q1: 45,179 shares 45,179 $5.92M 0.66% -687 Timeline SCHB 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: 33,626 shares; 2024Q4: 125,493 shares; 2025Q1: 149,807 shares; 2025Q2: 161,101 shares; 2025Q3: 185,583 shares; 2025Q4: 204,150 shares; 2026Q1: 235,391 shares 235,391 $5.91M 0.66% +31,241 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: 58,456 shares; 2024Q4: 58,109 shares; 2025Q1: 57,728 shares; 2025Q2: 57,608 shares; 2025Q3: 61,548 shares; 2025Q4: 63,179 shares; 2026Q1: 61,680 shares 61,680 $5.89M 0.66% -1,499 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: 29,594 shares; 2024Q4: 29,706 shares; 2025Q1: 29,374 shares; 2025Q2: 28,853 shares; 2025Q3: 28,622 shares; 2025Q4: 28,733 shares; 2026Q1: 33,766 shares 33,766 $5.73M 0.64% +5,033 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: 59,209 shares; 2024Q4: 57,889 shares; 2025Q1: 57,254 shares; 2025Q2: 56,230 shares; 2025Q3: 55,352 shares; 2025Q4: 53,681 shares; 2026Q1: 52,861 shares 52,861 $5.43M 0.61% -820 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: 9,717 shares; 2024Q4: 12,631 shares; 2025Q1: 47,547 shares; 2025Q2: 74,020 shares; 2025Q3: 75,298 shares; 2025Q4: 72,074 shares; 2026Q1: 76,425 shares 76,425 $5.41M 0.61% +4,351 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,232 shares; 2025Q1: 11,052 shares; 2025Q2: 10,914 shares; 2025Q3: 10,517 shares; 2025Q4: 10,293 shares; 2026Q1: 10,647 shares 10,647 $5.28M 0.59% +354 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: 12,046 shares; 2024Q4: 11,730 shares; 2025Q1: 11,723 shares; 2025Q2: 11,789 shares; 2025Q3: 11,592 shares; 2025Q4: 11,474 shares; 2026Q1: 10,993 shares 10,993 $5.27M 0.59% -481 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 43,556 shares; 2025Q1: 40,468 shares; 2025Q2: 40,159 shares; 2025Q3: 42,966 shares; 2025Q4: 43,024 shares; 2026Q1: 42,800 shares 42,800 $5.24M 0.59% -224 Timeline LQD 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: 21,218 shares; 2024Q4: 36,883 shares; 2025Q1: 38,961 shares; 2025Q2: 37,788 shares; 2025Q3: 42,244 shares; 2025Q4: 46,085 shares; 2026Q1: 45,159 shares 45,159 $4.92M 0.55% -926 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,071 shares 24,071 $4.75M 0.53% new 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: 20,546 shares; 2024Q4: 20,171 shares; 2025Q1: 20,309 shares; 2025Q2: 25,084 shares; 2025Q3: 24,834 shares; 2025Q4: 25,692 shares; 2026Q1: 28,343 shares 28,343 $4.53M 0.51% +2,651 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: 216,264 shares; 2024Q4: 215,921 shares; 2025Q1: 212,012 shares; 2025Q2: 200,006 shares; 2025Q3: 193,735 shares; 2025Q4: 190,335 shares; 2026Q1: 180,692 shares 180,692 $4.52M 0.51% -9,643 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 34,500 shares; 2025Q1: 34,492 shares; 2025Q2: 34,288 shares; 2025Q3: 33,181 shares; 2025Q4: 33,378 shares; 2026Q1: 32,835 shares 32,835 $4.45M 0.5% -543 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,825 shares; 2025Q1: 1,889 shares; 2025Q2: 14,970 shares; 2025Q3: 13,819 shares; 2025Q4: 22,412 shares; 2026Q1: 22,456 shares 22,456 $4.31M 0.48% +44 Timeline STIP 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: 26,600 shares; 2024Q4: 28,552 shares; 2025Q1: 29,080 shares; 2025Q2: 28,654 shares; 2025Q3: 27,014 shares; 2025Q4: 26,953 shares; 2026Q1: 39,516 shares 39,516 $4.09M 0.46% +12,563 Timeline IGIB 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: 114,537 shares; 2024Q4: 77,163 shares; 2025Q1: 76,350 shares; 2025Q2: 76,143 shares; 2025Q3: 77,331 shares; 2025Q4: 75,748 shares; 2026Q1: 73,837 shares 73,837 $3.93M 0.44% -1,911 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: 4,162 shares; 2024Q4: 4,009 shares; 2025Q1: 4,022 shares; 2025Q2: 4,113 shares; 2025Q3: 3,908 shares; 2025Q4: 3,898 shares; 2026Q1: 3,821 shares 3,821 $3.81M 0.43% -77 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: 23,282 shares; 2024Q4: 22,768 shares; 2025Q1: 22,577 shares; 2025Q2: 19,146 shares; 2025Q3: 18,444 shares; 2025Q4: 17,951 shares; 2026Q1: 17,099 shares 17,099 $3.71M 0.42% -852 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: 40,872 shares; 2024Q4: 40,475 shares; 2025Q1: 39,945 shares; 2025Q2: 43,902 shares; 2025Q3: 38,253 shares; 2025Q4: 45,111 shares; 2026Q1: 37,102 shares 37,102 $3.71M 0.42% -8,009 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: 117,070 shares; 2024Q4: 149,401 shares; 2025Q1: 151,745 shares; 2025Q2: 149,941 shares; 2025Q3: 148,250 shares; 2025Q4: 146,297 shares; 2026Q1: 140,275 shares 140,275 $3.66M 0.41% -6,022 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,446 shares; 2024Q4: 73,264 shares; 2025Q1: 83,277 shares; 2025Q2: 80,908 shares; 2025Q3: 81,424 shares; 2025Q4: 80,028 shares; 2026Q1: 67,552 shares 67,552 $3.63M 0.41% -12,476 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,052 shares; 2024Q4: 173,225 shares; 2025Q1: 173,840 shares; 2025Q2: 157,519 shares; 2025Q3: 155,978 shares; 2025Q4: 160,806 shares; 2026Q1: 155,795 shares 155,795 $3.57M 0.4% -5,011 Timeline IBDY 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: 163,101 shares; 2024Q4: 163,446 shares; 2025Q1: 156,867 shares; 2025Q2: 155,251 shares; 2025Q3: 150,281 shares; 2025Q4: 141,350 shares; 2026Q1: 137,551 shares 137,551 $3.56M 0.4% -3,799 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,974 shares; 2024Q4: 43,304 shares; 2025Q1: 43,189 shares; 2025Q2: 36,139 shares; 2025Q3: 34,577 shares; 2025Q4: 31,859 shares; 2026Q1: 31,125 shares 31,125 $3.44M 0.39% -734 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: 15,143 shares; 2024Q4: 14,734 shares; 2025Q1: 14,325 shares; 2025Q2: 13,880 shares; 2025Q3: 13,588 shares; 2025Q4: 13,421 shares; 2026Q1: 12,321 shares 12,321 $3.42M 0.38% -1,100 Timeline SHM 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: 47,892 shares; 2024Q4: 46,300 shares; 2025Q1: 46,670 shares; 2025Q2: 47,718 shares; 2025Q3: 47,308 shares; 2025Q4: 48,840 shares; 2026Q1: 69,944 shares 69,944 $3.35M 0.38% +21,104 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 690 shares; 2025Q4: 3,513 shares; 2026Q1: 3,785 shares 3,785 $3.28M 0.37% +272 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: 34,663 shares; 2024Q4: 33,370 shares; 2025Q1: 33,370 shares; 2025Q2: 32,450 shares; 2025Q3: 32,056 shares; 2025Q4: 31,259 shares; 2026Q1: 29,393 shares 29,393 $3.26M 0.37% -1,866 Timeline VGIT 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: 61,658 shares; 2024Q4: 59,757 shares; 2025Q1: 58,081 shares; 2025Q2: 56,067 shares; 2025Q3: 52,300 shares; 2025Q4: 54,791 shares; 2026Q1: 53,848 shares 53,848 $3.21M 0.36% -943 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 26,889 shares; 2025Q1: 26,606 shares; 2025Q2: 26,004 shares; 2025Q3: 25,546 shares; 2025Q4: 23,971 shares; 2026Q1: 14,534 shares 14,534 $3.15M 0.35% -9,437 Timeline SUB 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: 34,386 shares; 2024Q4: 32,136 shares; 2025Q1: 31,877 shares; 2025Q2: 31,702 shares; 2025Q3: 31,702 shares; 2025Q4: 31,914 shares; 2026Q1: 29,533 shares 29,533 $3.15M 0.35% -2,381 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 60,985 shares; 2025Q1: 55,957 shares; 2025Q2: 52,722 shares; 2025Q3: 54,198 shares; 2025Q4: 50,318 shares; 2026Q1: 49,735 shares 49,735 $3.14M 0.35% -583 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: 10,264 shares; 2025Q2: 7,970 shares; 2025Q3: 10,982 shares; 2025Q4: 10,940 shares; 2026Q1: 10,837 shares 10,837 $3.08M 0.35% -103 Timeline FNDB 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: 15,197 shares; 2024Q4: 56,809 shares; 2025Q1: 67,824 shares; 2025Q2: 73,197 shares; 2025Q3: 84,990 shares; 2025Q4: 96,806 shares; 2026Q1: 109,943 shares 109,943 $2.99M 0.34% +13,137 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: 41,345 shares; 2024Q4: 38,568 shares; 2025Q1: 38,111 shares; 2025Q2: 33,296 shares; 2025Q3: 32,656 shares; 2025Q4: 30,716 shares; 2026Q1: 31,296 shares 31,296 $2.97M 0.33% +580 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: 23,882 shares; 2024Q4: 25,040 shares; 2025Q1: 21,957 shares; 2025Q2: 21,861 shares; 2025Q3: 21,272 shares; 2025Q4: 20,689 shares; 2026Q1: 20,246 shares 20,246 $2.97M 0.33% -443 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,536 shares 37,536 $2.87M 0.32% new 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: 8,156 shares; 2024Q4: 7,875 shares; 2025Q1: 7,785 shares; 2025Q2: 7,300 shares; 2025Q3: 8,028 shares; 2025Q4: 8,389 shares; 2026Q1: 8,445 shares 8,445 $2.85M 0.32% +56 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,326 shares; 2024Q4: 22,322 shares; 2025Q1: 14,980 shares; 2025Q2: 14,885 shares; 2025Q3: 19,798 shares; 2025Q4: 19,798 shares; 2026Q1: 19,821 shares 19,821 $2.83M 0.32% +23 Timeline TLT 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: 62,171 shares; 2024Q4: 43,878 shares; 2025Q1: 42,866 shares; 2025Q2: 40,116 shares; 2025Q3: 36,049 shares; 2025Q4: 32,587 shares; 2026Q1: 31,174 shares 31,174 $2.7M 0.3% -1,413 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 35,599 shares; 2025Q1: 37,262 shares; 2025Q2: 34,945 shares; 2025Q3: 34,238 shares; 2025Q4: 34,389 shares; 2026Q1: 33,837 shares 33,837 $2.68M 0.3% -552 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 20,758 shares; 2025Q1: 20,758 shares; 2025Q2: 20,758 shares; 2025Q3: 20,758 shares; 2025Q4: 20,758 shares; 2026Q1: 20,758 shares 20,758 $2.68M 0.3% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,185 shares; 2025Q1: 8,070 shares; 2025Q2: 9,299 shares; 2025Q3: 9,142 shares; 2025Q4: 9,078 shares; 2026Q1: 9,429 shares 9,429 $2.68M 0.3% +351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,517 shares; 2025Q4: 15,473 shares; 2026Q1: 15,287 shares 15,287 $2.63M 0.3% -186 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 12,374 shares; 2025Q1: 6,836 shares; 2025Q2: 10,007 shares; 2025Q3: 10,350 shares; 2025Q4: 10,286 shares; 2026Q1: 12,836 shares 12,836 $2.63M 0.29% +2,550 Timeline TIP 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: 45,634 shares; 2024Q4: 36,115 shares; 2025Q1: 34,746 shares; 2025Q2: 29,370 shares; 2025Q3: 28,271 shares; 2025Q4: 23,954 shares; 2026Q1: 23,472 shares 23,472 $2.59M 0.29% -482 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: 9,874 shares; 2024Q4: 48,757 shares; 2025Q1: 58,865 shares; 2025Q2: 63,761 shares; 2025Q3: 72,541 shares; 2025Q4: 75,629 shares; 2026Q1: 88,341 shares 88,341 $2.57M 0.29% +12,712 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: 4,440 shares; 2024Q4: 4,090 shares; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,314 shares; 2025Q4: 4,001 shares; 2026Q1: 3,946 shares 3,946 $2.57M 0.29% -55 Timeline VGLT 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: 31,314 shares; 2024Q4: 57,089 shares; 2025Q1: 57,639 shares; 2025Q2: 53,854 shares; 2025Q3: 55,391 shares; 2025Q4: 56,213 shares; 2026Q1: 45,769 shares 45,769 $2.53M 0.28% -10,444 Timeline IWB 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: 7,959 shares; 2024Q4: 7,939 shares; 2025Q1: 7,639 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 6,880 shares; 2026Q1: 6,880 shares 6,880 $2.45M 0.28% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,773 shares; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 8,184 shares; 2025Q4: 8,184 shares; 2026Q1: 8,197 shares 8,197 $2.45M 0.27% +13 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 23,180 shares; 2025Q1: 23,102 shares; 2025Q2: 23,021 shares; 2025Q3: 21,682 shares; 2025Q4: 21,682 shares; 2026Q1: 21,994 shares 21,994 $2.33M 0.26% +312 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: 57,290 shares; 2024Q4: 58,271 shares; 2025Q1: 80,415 shares; 2025Q2: 106,458 shares; 2025Q3: 105,382 shares; 2025Q4: 79,656 shares; 2026Q1: 78,710 shares 78,710 $2.28M 0.26% -946 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: 9,952 shares; 2024Q4: 10,193 shares; 2025Q1: 7,224 shares; 2025Q2: 7,874 shares; 2025Q3: 9,126 shares; 2025Q4: 9,075 shares; 2026Q1: 11,602 shares 11,602 $2.27M 0.25% +2,527 Timeline FOX FOX CORP More: the full row for FOX 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: 39,859 shares; 2026Q1: 40,217 shares 40,217 $2.14M 0.24% +358 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: 24,106 shares; 2024Q4: 26,780 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 26,222 shares; 2025Q4: 25,791 shares; 2026Q1: 25,753 shares 25,753 $2.13M 0.24% -38 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: 3,190 shares; 2026Q1: 4,444 shares 4,444 $2.1M 0.24% +1,254 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,982 shares; 2025Q3: 7,345 shares; 2025Q4: 24,464 shares; 2026Q1: 31,807 shares 31,807 $2.09M 0.23% +7,343 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: 52,719 shares; 2024Q4: 50,953 shares; 2025Q1: 49,761 shares; 2025Q2: 49,262 shares; 2025Q3: 47,632 shares; 2025Q4: 42,981 shares; 2026Q1: 41,276 shares 41,276 $2.09M 0.23% -1,705 Timeline RWJ 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: 49,617 shares; 2024Q4: 49,395 shares; 2025Q1: 50,302 shares; 2025Q2: 45,001 shares; 2025Q3: 43,936 shares; 2025Q4: 41,410 shares; 2026Q1: 40,984 shares 40,984 $2.07M 0.23% -426 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: 3,423 shares; 2024Q4: 3,319 shares; 2025Q1: 3,259 shares; 2025Q2: 3,360 shares; 2025Q3: 3,322 shares; 2025Q4: 3,172 shares; 2026Q1: 3,144 shares 3,144 $2.05M 0.23% -28 Timeline CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,152 shares; 2024Q4: 30,151 shares; 2025Q1: 30,151 shares; 2025Q2: 30,151 shares; 2025Q3: 35,071 shares; 2025Q4: 35,071 shares; 2026Q1: 35,100 shares 35,100 $2.05M 0.23% +29 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 15,529 shares; 2025Q1: 15,654 shares; 2025Q2: 15,654 shares; 2025Q3: 18,214 shares; 2025Q4: 18,214 shares; 2026Q1: 18,229 shares 18,229 $2.02M 0.23% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,586 shares; 2025Q3: 6,029 shares; 2025Q4: 6,274 shares; 2026Q1: 10,385 shares 10,385 $2M 0.22% +4,111 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,815 shares; 2025Q4: 10,332 shares; 2026Q1: 10,096 shares 10,096 $2M 0.22% -236 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: 7,787 shares; 2026Q1: 10,828 shares 10,828 $1.95M 0.22% +3,041 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: 2,809 shares; 2024Q4: 2,665 shares; 2025Q1: 2,661 shares; 2025Q2: 2,477 shares; 2025Q3: 2,376 shares; 2025Q4: 3,391 shares; 2026Q1: 3,253 shares 3,253 $1.93M 0.22% -138 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,274 shares; 2024Q4: 13,703 shares; 2025Q1: 11,121 shares; 2025Q2: 12,130 shares; 2025Q3: 12,918 shares; 2025Q4: 13,068 shares; 2026Q1: 12,948 shares 12,948 $1.9M 0.21% -120 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: 7,275 shares; 2024Q4: 7,181 shares; 2025Q1: 6,503 shares; 2025Q2: 6,595 shares; 2025Q3: 6,591 shares; 2025Q4: 6,340 shares; 2026Q1: 6,186 shares 6,186 $1.86M 0.21% -154 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,348 shares; 2024Q4: 65,345 shares; 2025Q1: 65,345 shares; 2025Q2: 65,345 shares; 2025Q3: 77,157 shares; 2025Q4: 77,157 shares; 2026Q1: 77,227 shares 77,227 $1.8M 0.2% +70 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,323 shares 3,323 $1.8M 0.2% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,158 shares; 2025Q1: 4,142 shares; 2025Q2: 4,139 shares; 2025Q3: 4,136 shares; 2025Q4: 3,271 shares; 2026Q1: 3,184 shares 3,184 $1.79M 0.2% -87 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 3,156 shares; 2025Q4: 3,382 shares; 2026Q1: 7,342 shares 7,342 $1.78M 0.2% +3,960 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,476 shares 6,476 $1.75M 0.2% new 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: 37,413 shares; 2025Q2: 40,196 shares; 2025Q3: 48,375 shares; 2025Q4: 62,323 shares; 2026Q1: 70,529 shares 70,529 $1.75M 0.2% +8,206 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,637 shares; 2024Q4: 18,211 shares; 2025Q1: 18,436 shares; 2025Q2: 22,627 shares; 2025Q3: 22,367 shares; 2025Q4: 22,912 shares; 2026Q1: 22,380 shares 22,380 $1.74M 0.19% -532 Timeline VEU 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: not reported; 2024Q4: not reported; 2025Q1: 12,147 shares; 2025Q2: 13,095 shares; 2025Q3: 15,762 shares; 2025Q4: 20,334 shares; 2026Q1: 23,035 shares 23,035 $1.73M 0.19% +2,701 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: 7,941 shares; 2024Q4: 7,875 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,741 shares; 2025Q4: 1,674 shares; 2026Q1: 6,420 shares 6,420 $1.7M 0.19% +4,746 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: 47,572 shares; 2024Q4: 47,085 shares; 2025Q1: 34,743 shares; 2025Q2: 19,492 shares; 2025Q3: 18,951 shares; 2025Q4: 18,644 shares; 2026Q1: 18,320 shares 18,320 $1.7M 0.19% -324 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 28,579 shares; 2025Q1: 36,528 shares; 2025Q2: 35,891 shares; 2025Q3: 37,516 shares; 2025Q4: 26,562 shares; 2026Q1: 26,327 shares 26,327 $1.7M 0.19% -235 Timeline IBDR 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: 73,593 shares; 2026Q1: 70,028 shares 70,028 $1.7M 0.19% -3,565 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 11,729 shares; 2025Q2: 11,729 shares; 2025Q3: 11,729 shares; 2025Q4: 11,729 shares; 2026Q1: 29,734 shares 29,734 $1.69M 0.19% +18,005 Timeline VWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,538 shares; 2025Q3: 27,538 shares; 2025Q4: 27,649 shares; 2026Q1: 30,980 shares 30,980 $1.67M 0.19% +3,331 Timeline SPSB 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: 53,811 shares; 2024Q4: 51,111 shares; 2025Q1: 51,811 shares; 2025Q2: 51,811 shares; 2025Q3: 51,811 shares; 2025Q4: 55,871 shares; 2026Q1: 53,871 shares 53,871 $1.62M 0.18% -2,000 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: 4,686 shares; 2024Q4: 4,302 shares; 2025Q1: 4,745 shares; 2025Q2: 4,741 shares; 2025Q3: 4,555 shares; 2025Q4: 4,298 shares; 2026Q1: 3,758 shares 3,758 $1.62M 0.18% -540 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: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,966 shares 3,966 $1.62M 0.18% +5 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 28,666 shares; 2025Q1: 28,557 shares; 2025Q2: 28,488 shares; 2025Q3: 27,724 shares; 2025Q4: 27,665 shares; 2026Q1: 27,202 shares 27,202 $1.57M 0.18% -463 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,825 shares; 2024Q4: 78,823 shares; 2025Q1: 78,823 shares; 2025Q2: 79,136 shares; 2025Q3: 95,306 shares; 2025Q4: 95,300 shares; 2026Q1: 58,194 shares 58,194 $1.53M 0.17% -37,106 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,403 shares; 2026Q1: 9,403 shares 9,403 $1.5M 0.17% 0 Timeline SCHE 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: 13,038 shares; 2024Q4: 11,874 shares; 2025Q1: 24,372 shares; 2025Q2: 25,412 shares; 2025Q3: 27,185 shares; 2025Q4: 41,661 shares; 2026Q1: 44,919 shares 44,919 $1.48M 0.17% +3,258 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: 4,109 shares; 2024Q4: 4,066 shares; 2025Q1: 4,088 shares; 2025Q2: 4,087 shares; 2025Q3: 4,085 shares; 2025Q4: 4,096 shares; 2026Q1: 4,204 shares 4,204 $1.48M 0.17% +108 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 15,746 shares; 2025Q4: 15,746 shares; 2026Q1: 15,769 shares 15,769 $1.47M 0.16% +23 Timeline VCLT 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: 34,271 shares; 2024Q4: 21,617 shares; 2025Q1: 21,165 shares; 2025Q2: 20,652 shares; 2025Q3: 20,027 shares; 2025Q4: 19,469 shares; 2026Q1: 19,469 shares 19,469 $1.45M 0.16% 0 Timeline IBDS 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: 46,378 shares; 2024Q4: 46,268 shares; 2025Q1: 63,911 shares; 2025Q2: 62,843 shares; 2025Q3: 60,187 shares; 2025Q4: 60,428 shares; 2026Q1: 58,435 shares 58,435 $1.42M 0.16% -1,993 Timeline VRP 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: 48,179 shares; 2024Q4: 60,479 shares; 2025Q1: 60,479 shares; 2025Q2: 60,479 shares; 2025Q3: 59,925 shares; 2025Q4: 57,925 shares; 2026Q1: 57,925 shares 57,925 $1.39M 0.16% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,608 shares; 2024Q4: 38,608 shares; 2025Q1: 38,608 shares; 2025Q2: 44,113 shares; 2025Q3: 52,313 shares; 2025Q4: 52,490 shares; 2026Q1: 52,547 shares 52,547 $1.33M 0.15% +57 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,833 shares; 2025Q3: 49,956 shares; 2025Q4: 32,749 shares; 2026Q1: 32,241 shares 32,241 $1.31M 0.15% -508 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 4,790 shares; 2025Q4: 4,790 shares; 2026Q1: 4,796 shares 4,796 $1.31M 0.15% +6 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 6,122 shares; 2025Q1: 6,004 shares; 2025Q2: 8,880 shares; 2025Q3: 8,309 shares; 2025Q4: 5,960 shares; 2026Q1: 4,868 shares 4,868 $1.3M 0.15% -1,092 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,060 shares; 2024Q4: 48,057 shares; 2025Q1: 48,057 shares; 2025Q2: 48,057 shares; 2025Q3: 60,562 shares; 2025Q4: 60,562 shares; 2026Q1: 60,640 shares 60,640 $1.3M 0.15% +78 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: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares; 2026Q1: 7,212 shares 7,212 $1.27M 0.14% +9 Timeline AGZ 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: 14,820 shares; 2024Q4: 14,779 shares; 2025Q1: 14,253 shares; 2025Q2: 14,016 shares; 2025Q3: 13,513 shares; 2025Q4: 12,797 shares; 2026Q1: 11,602 shares 11,602 $1.27M 0.14% -1,195 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,569 shares; 2024Q4: 20,179 shares; 2025Q1: 18,403 shares; 2025Q2: 11,416 shares; 2025Q3: 11,309 shares; 2025Q4: 7,511 shares; 2026Q1: 7,194 shares 7,194 $1.24M 0.14% -317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,615 shares 24,615 $1.24M 0.14% new Timeline VTEB 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: 43,445 shares; 2024Q4: 27,854 shares; 2025Q1: 19,570 shares; 2025Q2: 28,833 shares; 2025Q3: 29,033 shares; 2025Q4: 24,583 shares; 2026Q1: 24,791 shares 24,791 $1.24M 0.14% +208 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,966 shares; 2025Q1: 26,966 shares; 2025Q2: 26,966 shares; 2025Q3: 37,117 shares; 2025Q4: 37,117 shares; 2026Q1: 37,164 shares 37,164 $1.23M 0.14% +47 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 13,661 shares; 2025Q4: 13,661 shares; 2026Q1: 13,671 shares 13,671 $1.2M 0.13% +10 Timeline JMBS 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: 9,081 shares; 2024Q4: 10,269 shares; 2025Q1: 11,401 shares; 2025Q2: 11,764 shares; 2025Q3: 13,101 shares; 2025Q4: 15,677 shares; 2026Q1: 26,243 shares 26,243 $1.19M 0.13% +10,566 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,099 shares; 2025Q3: 20,511 shares; 2025Q4: 29,612 shares; 2026Q1: 29,650 shares 29,650 $1.17M 0.13% +38 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: 2,387 shares; 2024Q4: 1,974 shares; 2025Q1: 1,884 shares; 2025Q2: 2,204 shares; 2025Q3: 2,197 shares; 2025Q4: 2,050 shares; 2026Q1: 2,015 shares 2,015 $1.16M 0.13% -35 Timeline XLY 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: 18,417 shares; 2024Q4: 18,090 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,079 shares; 2025Q4: 11,648 shares; 2026Q1: 10,582 shares 10,582 $1.15M 0.13% -1,066 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares; 2026Q1: 7,557 shares 7,557 $1.14M 0.13% +11 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,534 shares; 2025Q1: 15,430 shares; 2025Q2: 14,843 shares; 2025Q3: 13,387 shares; 2025Q4: 9,647 shares; 2026Q1: 8,666 shares 8,666 $1.13M 0.13% -981 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,842 shares; 2025Q1: 6,753 shares; 2025Q2: 6,719 shares; 2025Q3: 6,561 shares; 2025Q4: 4,599 shares; 2026Q1: 4,476 shares 4,476 $1.12M 0.13% -123 Timeline IWN 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: 5,580 shares; 2024Q4: 5,433 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 6,178 shares; 2025Q4: 5,899 shares; 2026Q1: 5,863 shares 5,863 $1.11M 0.12% -36 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 2,107 shares 2,107 $1.1M 0.12% new Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 13,433 shares; 2025Q4: 13,439 shares; 2026Q1: 13,456 shares 13,456 $1.1M 0.12% +17 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,644 shares; 2024Q4: 17,643 shares; 2025Q1: 17,643 shares; 2025Q2: 17,643 shares; 2025Q3: 20,975 shares; 2025Q4: 20,975 shares; 2026Q1: 21,004 shares 21,004 $1.09M 0.12% +29 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,927 shares; 2024Q4: 94,881 shares; 2025Q1: 92,334 shares; 2025Q2: 90,919 shares; 2025Q3: 89,462 shares; 2025Q4: 70,942 shares; 2026Q1: 62,481 shares 62,481 $1.08M 0.12% -8,461 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: 8,726 shares; 2024Q4: 8,693 shares; 2025Q1: 3,866 shares; 2025Q2: 2,028 shares; 2025Q3: 1,977 shares; 2025Q4: 1,811 shares; 2026Q1: 1,735 shares 1,735 $1.05M 0.12% -76 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: 4,431 shares; 2025Q3: 5,159 shares; 2025Q4: 6,067 shares; 2026Q1: 6,895 shares 6,895 $1.04M 0.12% +828 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 8,208 shares; 2025Q1: 7,966 shares; 2025Q2: 7,966 shares; 2025Q3: 7,966 shares; 2025Q4: 7,966 shares; 2026Q1: 7,966 shares 7,966 $1.04M 0.12% 0 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,770 shares; 2024Q4: 23,770 shares; 2025Q1: 23,770 shares; 2025Q2: 23,770 shares; 2025Q3: 23,770 shares; 2025Q4: 23,770 shares; 2026Q1: 23,770 shares 23,770 $1.02M 0.11% 0 Timeline XHB 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: 10,871 shares; 2024Q4: 10,871 shares; 2025Q1: 10,871 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares; 2025Q4: 10,397 shares; 2026Q1: 10,328 shares 10,328 $1.02M 0.11% -69 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 27,781 shares; 2025Q1: 17,318 shares; 2025Q2: 16,925 shares; 2025Q3: 16,379 shares; 2025Q4: 15,896 shares; 2026Q1: 14,471 shares 14,471 $1.02M 0.11% -1,425 Timeline FELV 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: 11,774 shares; 2024Q4: 14,689 shares; 2025Q1: 17,564 shares; 2025Q2: 18,937 shares; 2025Q3: 22,001 shares; 2025Q4: 25,528 shares; 2026Q1: 28,993 shares 28,993 $1.01M 0.11% +3,465 Timeline AGGY 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: 6,891 shares; 2024Q4: 8,116 shares; 2025Q1: 9,284 shares; 2025Q2: 9,776 shares; 2025Q3: 11,206 shares; 2025Q4: 20,878 shares; 2026Q1: 23,175 shares 23,175 $1.01M 0.11% +2,297 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 10,821 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares; 2026Q1: 13,310 shares 13,310 $1M 0.11% +19 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,462 shares; 2025Q1: 6,134 shares; 2025Q2: 5,922 shares; 2025Q3: 5,517 shares; 2025Q4: 5,387 shares; 2026Q1: 5,092 shares 5,092 $998K 0.11% -295 Timeline KRE 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: 17,281 shares; 2024Q4: 16,901 shares; 2025Q1: 16,801 shares; 2025Q2: 16,797 shares; 2025Q3: 17,255 shares; 2025Q4: 15,837 shares; 2026Q1: 15,237 shares 15,237 $993K 0.11% -600 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 10,958 shares; 2025Q3: 10,958 shares; 2025Q4: 10,958 shares; 2026Q1: 10,958 shares 10,958 $985K 0.11% 0 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,579 shares; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 8,622 shares; 2025Q4: 12,697 shares; 2026Q1: 12,710 shares 12,710 $964K 0.11% +13 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,302 shares; 2025Q1: 8,302 shares; 2025Q2: 8,302 shares; 2025Q3: 10,613 shares; 2025Q4: 10,618 shares; 2026Q1: 10,631 shares 10,631 $933K 0.1% +13 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,885 shares; 2024Q4: 58,755 shares; 2025Q1: 58,755 shares; 2025Q2: 58,755 shares; 2025Q3: 59,355 shares; 2025Q4: 55,435 shares; 2026Q1: 35,835 shares 35,835 $918K 0.1% -19,600 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 16,873 shares; 2025Q1: 16,430 shares; 2025Q2: 16,206 shares; 2025Q3: 15,365 shares; 2025Q4: 15,053 shares; 2026Q1: 14,633 shares 14,633 $917K 0.1% -420 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: 23,038 shares; 2024Q4: 42,587 shares; 2025Q1: 42,584 shares; 2025Q2: 23,029 shares; 2025Q3: 23,020 shares; 2025Q4: 22,683 shares; 2026Q1: 22,683 shares 22,683 $917K 0.1% 0 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: 30,818 shares; 2024Q4: 20,233 shares; 2025Q1: 20,005 shares; 2025Q2: 18,238 shares; 2025Q3: 9,640 shares; 2025Q4: 7,265 shares; 2026Q1: 6,922 shares 6,922 $915K 0.1% -343 Timeline FUMB 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: 114,009 shares; 2024Q4: 129,437 shares; 2025Q1: 138,811 shares; 2025Q2: 138,262 shares; 2025Q3: 138,262 shares; 2025Q4: 129,935 shares; 2026Q1: 45,571 shares 45,571 $914K 0.1% -84,364 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,720 shares; 2024Q4: 86,446 shares; 2025Q1: 64,206 shares; 2025Q2: 53,971 shares; 2025Q3: 63,971 shares; 2025Q4: 61,436 shares; 2026Q1: 61,515 shares 61,515 $896K 0.1% +79 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,484 shares 13,484 $887K 0.1% new 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: 6,906 shares; 2024Q4: 7,409 shares; 2025Q1: 4,994 shares; 2025Q2: 7,235 shares; 2025Q3: 7,304 shares; 2025Q4: 7,897 shares; 2026Q1: 7,844 shares 7,844 $874K 0.1% -53 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: 78,348 shares 78,348 $870K 0.1% new Timeline SCHM 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: 3,785 shares; 2024Q4: 14,054 shares; 2025Q1: 16,971 shares; 2025Q2: 18,467 shares; 2025Q3: 21,345 shares; 2025Q4: 24,541 shares; 2026Q1: 27,885 shares 27,885 $863K 0.1% +3,344 Timeline FSMB 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: 43,586 shares; 2025Q2: 43,586 shares; 2025Q3: 43,586 shares; 2025Q4: 43,586 shares; 2026Q1: 42,880 shares 42,880 $856K 0.1% -706 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,630 shares; 2024Q4: 35,880 shares; 2025Q1: 34,330 shares; 2025Q2: 34,330 shares; 2025Q3: 34,212 shares; 2025Q4: 33,371 shares; 2026Q1: 33,371 shares 33,371 $846K 0.09% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 2,993 shares 2,993 $842K 0.09% new 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: 13,445 shares; 2024Q4: 13,445 shares; 2025Q1: 13,445 shares; 2025Q2: 13,445 shares; 2025Q3: 22,945 shares; 2025Q4: 22,945 shares; 2026Q1: 22,966 shares 22,966 $840K 0.09% +21 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,642 shares; 2026Q1: 33,685 shares 33,685 $834K 0.09% +43 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,478 shares; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,478 shares; 2025Q3: 11,572 shares; 2025Q4: 11,584 shares; 2026Q1: 11,600 shares 11,600 $833K 0.09% +16 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 21,062 shares; 2025Q1: 20,578 shares; 2025Q2: 20,114 shares; 2025Q3: 19,304 shares; 2025Q4: 18,906 shares; 2026Q1: 16,663 shares 16,663 $827K 0.09% -2,243 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,362 shares; 2025Q3: 17,362 shares; 2025Q4: 17,362 shares; 2026Q1: 17,362 shares 17,362 $818K 0.09% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares; 2025Q4: 17,990 shares; 2026Q1: 18,006 shares 18,006 $817K 0.09% +16 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: 6,063 shares; 2025Q2: 6,536 shares; 2025Q3: 7,656 shares; 2025Q4: 8,970 shares; 2026Q1: 10,108 shares 10,108 $815K 0.09% +1,138 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 2,124 shares; 2025Q1: 2,042 shares; 2025Q2: 1,880 shares; 2025Q3: 1,761 shares; 2025Q4: 1,488 shares; 2026Q1: 2,752 shares 2,752 $806K 0.09% +1,264 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,602 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,560 shares; 2025Q4: 1,346 shares; 2026Q1: 1,881 shares 1,881 $804K 0.09% +535 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,348 shares; 2024Q4: 26,348 shares; 2025Q1: 26,348 shares; 2025Q2: 26,348 shares; 2025Q3: 26,348 shares; 2025Q4: 19,833 shares; 2026Q1: 19,833 shares 19,833 $802K 0.09% 0 Timeline SEIX 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: 26,033 shares; 2024Q4: 27,774 shares; 2025Q1: 29,053 shares; 2025Q2: 29,339 shares; 2025Q3: 31,163 shares; 2025Q4: 29,722 shares; 2026Q1: 34,259 shares 34,259 $790K 0.09% +4,537 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,666 shares; 2025Q1: 1,473 shares; 2025Q2: 1,283 shares; 2025Q3: 1,271 shares; 2025Q4: 1,197 shares; 2026Q1: 1,154 shares 1,154 $788K 0.09% -43 Timeline GVI 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: 3,290 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 9,579 shares; 2026Q1: 7,253 shares 7,253 $774K 0.09% -2,326 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,521 shares; 2025Q3: 12,171 shares; 2025Q4: 12,171 shares; 2026Q1: 12,189 shares 12,189 $772K 0.09% +18 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,777 shares; 2025Q2: 4,196 shares; 2025Q3: 3,998 shares; 2025Q4: 3,744 shares; 2026Q1: 3,584 shares 3,584 $766K 0.09% -160 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,413 shares 9,413 $765K 0.09% new 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: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,463 shares; 2025Q3: 5,248 shares; 2025Q4: 5,015 shares; 2026Q1: 4,705 shares 4,705 $761K 0.09% -310 Timeline EWG 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: 32,336 shares; 2025Q2: 77,644 shares; 2025Q3: 77,476 shares; 2025Q4: 18,527 shares; 2026Q1: 19,027 shares 19,027 $755K 0.08% +500 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,341 shares; 2025Q2: 9,341 shares; 2025Q3: 18,263 shares; 2025Q4: 18,263 shares; 2026Q1: 18,289 shares 18,289 $754K 0.08% +26 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: 6,341 shares; 2024Q4: 6,341 shares; 2025Q1: 6,341 shares; 2025Q2: 6,341 shares; 2025Q3: 7,456 shares; 2025Q4: 5,242 shares; 2026Q1: 5,248 shares 5,248 $754K 0.08% +6 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,767 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 2,831 shares 2,831 $751K 0.08% +1,022 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 8,220 shares 8,220 $751K 0.08% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 19,221 shares; 2025Q1: 19,221 shares; 2025Q2: 19,221 shares; 2025Q3: 23,646 shares; 2025Q4: 23,659 shares; 2026Q1: 23,736 shares 23,736 $749K 0.08% +77 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,355 shares; 2025Q3: 4,004 shares; 2025Q4: 4,489 shares; 2026Q1: 3,504 shares 3,504 $749K 0.08% -985 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 848 shares; 2026Q1: 1,050 shares 1,050 $715K 0.08% +202 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,568 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,456 shares 4,456 $712K 0.08% +6 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,316 shares; 2025Q3: 6,937 shares; 2025Q4: 6,591 shares; 2026Q1: 6,411 shares 6,411 $708K 0.08% -180 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: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,923 shares; 2025Q4: 4,923 shares; 2026Q1: 4,930 shares 4,930 $705K 0.08% +7 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,414 shares; 2025Q1: 4,468 shares; 2025Q2: 4,249 shares; 2025Q3: 4,138 shares; 2025Q4: 3,950 shares; 2026Q1: 3,850 shares 3,850 $694K 0.08% -100 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,149 shares; 2024Q4: 18,149 shares; 2025Q1: 14,520 shares; 2025Q2: 14,520 shares; 2025Q3: 17,098 shares; 2025Q4: 17,098 shares; 2026Q1: 17,122 shares 17,122 $690K 0.08% +24 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,421 shares; 2026Q1: 7,398 shares 7,398 $688K 0.08% -23 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: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 10,971 shares; 2025Q4: 10,971 shares; 2026Q1: 10,985 shares 10,985 $685K 0.08% +14 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 4,567 shares; 2026Q1: 4,567 shares 4,567 $678K 0.08% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares; 2026Q1: 3,119 shares 3,119 $676K 0.08% -959 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 8,304 shares; 2025Q1: 8,304 shares; 2025Q2: 8,304 shares; 2025Q3: 10,736 shares; 2025Q4: 10,736 shares; 2026Q1: 10,749 shares 10,749 $662K 0.07% +13 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 12,582 shares; 2025Q2: 12,582 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares; 2026Q1: 16,075 shares 16,075 $645K 0.07% +76 Timeline XLRE 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: 21,838 shares; 2024Q4: 22,122 shares; 2025Q1: 21,599 shares; 2025Q2: 20,693 shares; 2025Q3: 19,512 shares; 2025Q4: 17,206 shares; 2026Q1: 15,735 shares 15,735 $642K 0.07% -1,471 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: 6,173 shares; 2024Q4: 6,172 shares; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 7,538 shares; 2025Q4: 7,538 shares; 2026Q1: 7,548 shares 7,548 $642K 0.07% +10 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,246 shares; 2025Q3: 6,047 shares; 2025Q4: 5,838 shares; 2026Q1: 5,703 shares 5,703 $641K 0.07% -135 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,414 shares; 2026Q1: 50,478 shares 50,478 $635K 0.07% +64 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,825 shares; 2025Q4: 6,825 shares; 2026Q1: 6,835 shares 6,835 $632K 0.07% +10 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 11,884 shares; 2025Q4: 11,884 shares; 2026Q1: 11,901 shares 11,901 $628K 0.07% +17 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 862 shares; 2025Q1: 1,854 shares; 2025Q2: 1,899 shares; 2025Q3: 1,939 shares; 2025Q4: 6,421 shares; 2026Q1: 6,432 shares 6,432 $618K 0.07% +11 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 9,790 shares; 2025Q4: 9,790 shares; 2026Q1: 9,801 shares 9,801 $602K 0.07% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,203 shares; 2025Q4: 17,327 shares; 2026Q1: 24,806 shares 24,806 $594K 0.07% +7,479 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,944 shares 1,944 $587K 0.07% +3 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 9,511 shares; 2025Q2: 9,511 shares; 2025Q3: 11,513 shares; 2025Q4: 11,513 shares; 2026Q1: 11,528 shares 11,528 $581K 0.07% +15 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: not reported; 2024Q4: not reported; 2025Q1: 5,088 shares; 2025Q2: 6,295 shares; 2025Q3: 6,345 shares; 2025Q4: 6,141 shares; 2026Q1: 6,841 shares 6,841 $564K 0.06% +700 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: 13,314 shares; 2024Q4: 9,069 shares; 2025Q1: 8,451 shares; 2025Q2: 6,545 shares; 2025Q3: 6,515 shares; 2025Q4: 3,966 shares; 2026Q1: 3,332 shares 3,332 $563K 0.06% -634 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares; 2026Q1: 2,792 shares 2,792 $563K 0.06% +4 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares; 2026Q1: 4,876 shares 4,876 $562K 0.06% +6 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $558K 0.06% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $557K 0.06% 0 Timeline FNDF 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: 15,007 shares; 2024Q4: 13,907 shares; 2025Q1: 14,188 shares; 2025Q2: 15,781 shares; 2025Q3: 15,018 shares; 2025Q4: 13,541 shares; 2026Q1: 11,297 shares 11,297 $553K 0.06% -2,244 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 5,282 shares; 2025Q4: 9,758 shares; 2026Q1: 9,771 shares 9,771 $552K 0.06% +13 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,302 shares; 2024Q4: 17,760 shares; 2025Q1: 16,667 shares; 2025Q2: 16,667 shares; 2025Q3: 16,667 shares; 2025Q4: 16,667 shares; 2026Q1: 16,667 shares 16,667 $540K 0.06% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER 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: 19,993 shares 19,993 $533K 0.06% new Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,384 shares; 2026Q1: 5,384 shares 5,384 $530K 0.06% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,465 shares; 2025Q4: 21,465 shares; 2026Q1: 21,493 shares 21,493 $528K 0.06% +28 Timeline IBMP 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: 25,540 shares; 2024Q4: 14,714 shares; 2025Q1: 14,714 shares; 2025Q2: 14,714 shares; 2025Q3: 14,714 shares; 2025Q4: 20,676 shares; 2026Q1: 20,676 shares 20,676 $526K 0.06% 0 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: 3,547 shares; 2025Q1: 4,208 shares; 2025Q2: 4,425 shares; 2025Q3: 4,949 shares; 2025Q4: 4,672 shares; 2026Q1: 5,219 shares 5,219 $521K 0.06% +547 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 7,079 shares; 2025Q3: 6,730 shares; 2025Q4: 7,347 shares; 2026Q1: 7,235 shares 7,235 $520K 0.06% -112 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 20,779 shares; 2025Q1: 18,894 shares; 2025Q2: 18,305 shares; 2025Q3: 16,468 shares; 2025Q4: 16,088 shares; 2026Q1: 15,547 shares 15,547 $516K 0.06% -541 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,899 shares; 2026Q1: 61,963 shares 61,963 $514K 0.06% +64 Timeline IBDU 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: 27,340 shares; 2024Q4: 27,340 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 27,340 shares; 2025Q4: 26,340 shares; 2026Q1: 22,010 shares 22,010 $512K 0.06% -4,330 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 8,940 shares; 2025Q4: 8,940 shares; 2026Q1: 8,952 shares 8,952 $508K 0.06% +12 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,704 shares; 2024Q4: 22,125 shares; 2025Q1: 22,125 shares; 2025Q2: 22,125 shares; 2025Q3: 13,345 shares; 2025Q4: 13,345 shares; 2026Q1: 13,345 shares 13,345 $504K 0.06% 0 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: 11,693 shares; 2024Q4: 11,915 shares; 2025Q1: 11,915 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,477 shares; 2026Q1: 10,182 shares 10,182 $503K 0.06% -1,295 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares; 2026Q1: 7,334 shares 7,334 $502K 0.06% 0 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: 10,563 shares; 2025Q1: 10,563 shares; 2025Q2: 10,563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,968 shares 16,968 $496K 0.06% new Timeline XSMO 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: 6,866 shares; 2024Q4: 8,448 shares; 2025Q1: 10,272 shares; 2025Q2: 11,139 shares; 2025Q3: 12,832 shares; 2025Q4: 14,419 shares; 2026Q1: 6,449 shares 6,449 $490K 0.06% -7,970 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,315 shares; 2024Q4: 25,313 shares; 2025Q1: 25,313 shares; 2025Q2: 29,220 shares; 2025Q3: 32,770 shares; 2025Q4: 32,770 shares; 2026Q1: 32,809 shares 32,809 $487K 0.05% +39 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,116 shares; 2024Q4: 54,116 shares; 2025Q1: 54,116 shares; 2025Q2: 54,116 shares; 2025Q3: 54,116 shares; 2025Q4: 54,116 shares; 2026Q1: 54,116 shares 54,116 $487K 0.05% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,944 shares; 2024Q4: 26,595 shares; 2025Q1: 26,586 shares; 2025Q2: 26,586 shares; 2025Q3: 26,575 shares; 2025Q4: 23,219 shares; 2026Q1: 23,219 shares 23,219 $482K 0.05% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY 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: 40,615 shares; 2025Q4: 40,615 shares; 2026Q1: 40,668 shares 40,668 $468K 0.05% +53 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: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,810 shares; 2025Q2: 5,811 shares; 2025Q3: 6,132 shares; 2025Q4: 6,526 shares; 2026Q1: 5,911 shares 5,911 $463K 0.05% -615 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 19,776 shares; 2025Q1: 19,776 shares; 2025Q2: 19,776 shares; 2025Q3: 24,013 shares; 2025Q4: 24,013 shares; 2026Q1: 24,042 shares 24,042 $462K 0.05% +29 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,436 shares 2,436 $441K 0.05% +2 Timeline IBLC 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: 11,588 shares 11,588 $423K 0.05% new Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares; 2026Q1: 20,400 shares 20,400 $419K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,338 shares; 2026Q1: 3,338 shares 3,338 $410K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 12,604 shares; 2025Q1: 6,012 shares; 2025Q2: 3,605 shares; 2025Q3: 2,350 shares; 2025Q4: 1,833 shares; 2026Q1: 1,684 shares 1,684 $409K 0.05% -149 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: 7,103 shares; 2025Q2: 7,103 shares; 2025Q3: 8,938 shares; 2025Q4: 8,938 shares; 2026Q1: 8,949 shares 8,949 $404K 0.05% +11 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,968 shares; 2025Q1: 8,968 shares; 2025Q2: 8,968 shares; 2025Q3: 11,086 shares; 2025Q4: 11,086 shares; 2026Q1: 11,100 shares 11,100 $400K 0.04% +14 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 42,147 shares; 2025Q1: 42,135 shares; 2025Q2: 40,207 shares; 2025Q3: 30,154 shares; 2025Q4: 6,906 shares; 2026Q1: 5,799 shares 5,799 $389K 0.04% -1,107 Timeline EWC 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $384K 0.04% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 2,996 shares 2,996 $383K 0.04% +4 Timeline XLU 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: 5,776 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 11,132 shares; 2026Q1: 8,308 shares 8,308 $381K 0.04% -2,824 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,836 shares; 2024Q4: 10,346 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,733 shares; 2025Q4: 10,729 shares; 2026Q1: 10,729 shares 10,729 $367K 0.04% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 10,285 shares 10,285 $364K 0.04% +15 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,643 shares; 2025Q4: 4,643 shares; 2026Q1: 4,650 shares 4,650 $358K 0.04% +7 Timeline IBDX 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: 14,068 shares; 2025Q1: 14,068 shares; 2025Q2: 14,068 shares; 2025Q3: 14,068 shares; 2025Q4: 14,068 shares; 2026Q1: 14,068 shares 14,068 $355K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 3,463 shares; 2025Q4: 3,267 shares; 2026Q1: 3,263 shares 3,263 $353K 0.04% -4 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 14,610 shares; 2025Q4: 14,610 shares; 2026Q1: 13,097 shares 13,097 $353K 0.04% -1,513 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 4,684 shares; 2026Q1: 4,684 shares 4,684 $352K 0.04% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares; 2026Q1: 13,800 shares 13,800 $352K 0.04% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,333 shares; 2026Q1: 3,339 shares 3,339 $350K 0.04% +6 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 641 shares; 2026Q1: 641 shares 641 $349K 0.04% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares 6,260 $346K 0.04% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,691 shares; 2026Q1: 6,913 shares 6,913 $344K 0.04% -5,778 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS 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: 7,027 shares; 2025Q4: 7,027 shares; 2026Q1: 7,027 shares 7,027 $338K 0.04% 0 Timeline SCUS 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: not reported; 2025Q4: 11,761 shares; 2026Q1: 13,417 shares 13,417 $338K 0.04% +1,656 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares; 2025Q2: 5,897 shares; 2025Q3: 6,686 shares; 2025Q4: 6,686 shares; 2026Q1: 6,696 shares 6,696 $335K 0.04% +10 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN 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: 7,220 shares; 2025Q4: 7,220 shares; 2026Q1: 7,220 shares 7,220 $329K 0.04% 0 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 14,458 shares; 2025Q1: 14,458 shares; 2025Q2: 14,458 shares; 2025Q3: 16,858 shares; 2025Q4: 16,858 shares; 2026Q1: 16,882 shares 16,882 $325K 0.04% +24 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: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: not reported; 2025Q2: 3,976 shares; 2025Q3: 8,281 shares; 2025Q4: 8,281 shares; 2026Q1: 3,408 shares 3,408 $317K 0.04% -4,873 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,765 shares; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,896 shares; 2025Q4: 1,875 shares; 2026Q1: 1,877 shares 1,877 $317K 0.04% +2 Timeline CWEN 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: 7,493 shares; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,493 shares; 2025Q3: 7,966 shares; 2025Q4: 7,966 shares; 2026Q1: 7,966 shares 7,966 $313K 0.04% 0 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,811 shares; 2025Q3: 15,627 shares; 2025Q4: 15,627 shares; 2026Q1: 15,649 shares 15,649 $313K 0.04% +22 Timeline EBND 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: 10,136 shares; 2025Q3: 11,550 shares; 2025Q4: 13,465 shares; 2026Q1: 14,994 shares 14,994 $309K 0.03% +1,529 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,696 shares; 2025Q1: 13,696 shares; 2025Q2: 13,696 shares; 2025Q3: 13,696 shares; 2025Q4: 13,696 shares; 2026Q1: 13,696 shares 13,696 $299K 0.03% 0 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 13,983 shares; 2025Q4: 13,983 shares; 2026Q1: 13,983 shares 13,983 $296K 0.03% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 18,101 shares; 2025Q1: 17,778 shares; 2025Q2: 17,537 shares; 2025Q3: 15,942 shares; 2025Q4: 8,306 shares; 2026Q1: 4,535 shares 4,535 $291K 0.03% -3,771 Timeline SDY 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: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,919 shares; 2025Q4: 2,504 shares; 2026Q1: 1,985 shares 1,985 $290K 0.03% -519 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,546 shares; 2024Q4: 53,546 shares; 2025Q1: 53,546 shares; 2025Q2: 53,546 shares; 2025Q3: 53,546 shares; 2025Q4: 53,546 shares; 2026Q1: 53,546 shares 53,546 $286K 0.03% 0 Timeline IBTK 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: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares; 2026Q1: 14,350 shares 14,350 $283K 0.03% 0 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares; 2026Q1: 4,769 shares 4,769 $274K 0.03% 0 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 10,578 shares; 2025Q1: 10,578 shares; 2025Q2: 10,578 shares; 2025Q3: 10,578 shares; 2025Q4: 10,925 shares; 2026Q1: 10,925 shares 10,925 $274K 0.03% 0 Timeline ICVT 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: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares 2,624 $267K 0.03% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST 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: 7,209 shares; 2025Q4: 7,209 shares; 2026Q1: 7,218 shares 7,218 $265K 0.03% +9 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE 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: 3,394 shares; 2026Q1: 3,394 shares 3,394 $264K 0.03% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION 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: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,972 shares; 2026Q1: 6,972 shares 6,972 $255K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 27,037 shares; 2025Q1: 26,496 shares; 2025Q2: 26,204 shares; 2025Q3: 25,787 shares; 2025Q4: 24,118 shares; 2026Q1: 5,577 shares 5,577 $253K 0.03% -18,541 Timeline IBTG 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: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $252K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,765 shares; 2025Q1: 1,855 shares; 2025Q2: 1,344 shares; 2025Q3: 1,112 shares; 2025Q4: 1,077 shares; 2026Q1: 997 shares 997 $248K 0.03% -80 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: 19,430 shares; 2024Q4: 11,731 shares; 2025Q1: 11,264 shares; 2025Q2: 17,166 shares; 2025Q3: 17,911 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares 2,453 $247K 0.03% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,222 shares 2,222 $243K 0.03% new Timeline TBPH THERAVANCE BIOPHARMA INC More: the full row for THERAVANCE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,833 shares; 2026Q1: 14,833 shares 14,833 $241K 0.03% 0 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,819 shares; 2026Q1: 8,819 shares 8,819 $240K 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares 4,690 $240K 0.03% 0 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,454 shares; 2025Q3: 4,454 shares; 2025Q4: 4,454 shares; 2026Q1: 4,454 shares 4,454 $238K 0.03% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $238K 0.03% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 2,454 shares; 2026Q1: 2,454 shares 2,454 $236K 0.03% 0 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL 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: 5,940 shares; 2026Q1: 7,110 shares 7,110 $235K 0.03% +1,170 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 8,334 shares; 2025Q3: 9,949 shares; 2025Q4: 9,949 shares; 2026Q1: 3,015 shares 3,015 $220K 0.02% -6,934 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: not reported; 2026Q1: 3,819 shares 3,819 $217K 0.02% new Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 4,824 shares 4,824 $217K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,592 shares; 2024Q4: 40,277 shares; 2025Q1: 27,350 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,631 shares 7,631 $214K 0.02% new Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,445 shares 5,445 $211K 0.02% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,732 shares; 2024Q4: 24,731 shares; 2025Q1: 24,731 shares; 2025Q2: 24,731 shares; 2025Q3: 24,731 shares; 2025Q4: 24,731 shares; 2026Q1: 24,771 shares 24,771 $209K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares 6,700 $209K 0.02% new Timeline IBTO 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: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares; 2026Q1: 8,525 shares 8,525 $208K 0.02% 0 Timeline ELTK ELTEK LTD More: the full row for ELTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,907 shares; 2024Q4: 25,907 shares; 2025Q1: 25,907 shares; 2025Q2: 25,907 shares; 2025Q3: 25,907 shares; 2025Q4: 25,907 shares; 2026Q1: 25,907 shares 25,907 $208K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 16,756 shares; 2025Q1: 16,336 shares; 2025Q2: 14,742 shares; 2025Q3: 11,122 shares; 2025Q4: 2,329 shares; 2026Q1: 1,727 shares 1,727 $204K 0.02% -602 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: 10,235 shares; 2024Q4: 10,228 shares; 2025Q1: 10,151 shares; 2025Q2: 2,085 shares; 2025Q3: 2,152 shares; 2025Q4: not reported; 2026Q1: 1,620 shares 1,620 $201K 0.02% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 7,818 shares; 2025Q4: 7,818 shares; 2026Q1: 7,827 shares 7,827 $201K 0.02% +9 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares 14,600 $171K 0.02% 0 Timeline BOSC BOS BETTER ONLINE SOLUTIONS More: the full row for BOS BETTER ONLINE SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 36,565 shares; 2025Q1: 36,565 shares; 2025Q2: 36,565 shares; 2025Q3: 36,565 shares; 2025Q4: 36,565 shares; 2026Q1: 36,565 shares 36,565 $164K 0.02% 0 Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,952 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 35,952 shares; 2025Q3: 35,952 shares; 2025Q4: 35,952 shares; 2026Q1: 41,072 shares 41,072 $154K 0.02% +5,120 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,339 shares; 2024Q4: 42,425 shares; 2025Q1: 58,959 shares; 2025Q2: 105,747 shares; 2025Q3: 101,648 shares; 2025Q4: 91,484 shares; 2026Q1: 28,108 shares 28,108 $139K 0.02% -63,376 Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 12,008 shares; 2025Q1: 12,008 shares; 2025Q2: 12,008 shares; 2025Q3: 12,008 shares; 2025Q4: 12,008 shares; 2026Q1: 24,016 shares 24,016 $139K 0.02% +12,008 Timeline CVU CPI AEROSTRUCTURES INC More: the full row for CPI AEROSTRUCTURES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,579 shares; 2024Q4: 26,579 shares; 2025Q1: 26,579 shares; 2025Q2: 26,579 shares; 2025Q3: 29,079 shares; 2025Q4: 29,079 shares; 2026Q1: 34,848 shares 34,848 $137K 0.02% +5,769 Timeline SELF GLOBAL SELF STORAGE INC More: the full row for GLOBAL SELF STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 24,100 shares; 2025Q4: 24,100 shares; 2026Q1: 24,100 shares 24,100 $123K 0.01% 0 Timeline FSI FLEXIBLE SOLUTIONS INTL INC More: the full row for FLEXIBLE SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares; 2026Q1: 18,300 shares 18,300 $98.8K 0.01% 0 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 10,230 shares 10,230 $96K 0.01% 0 Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 19,386 shares; 2025Q1: 19,386 shares; 2025Q2: 21,186 shares; 2025Q3: 21,186 shares; 2025Q4: 21,186 shares; 2026Q1: 21,186 shares 21,186 $94.3K 0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS 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: 16,364 shares; 2025Q3: 16,364 shares; 2025Q4: 16,364 shares; 2026Q1: 16,364 shares 16,364 $74.5K 0.01% 0 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR 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: 21,786 shares; 2025Q4: 21,786 shares; 2026Q1: 21,786 shares 21,786 $70.8K 0.01% 0 Timeline MHH MASTECH HLDGS INC More: the full row for MASTECH 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: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares; 2026Q1: 12,126 shares 12,126 $69K 0.01% 0 Timeline RAVE RAVE RESTAURANT GROUP INC More: the full row for RAVE RESTAURANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 25,000 shares 25,000 $66.2K 0.01% +9,000 Timeline VIRC VIRCO MFG CO More: the full row for VIRCO MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,503 shares; 2025Q4: 10,503 shares; 2026Q1: 10,503 shares 10,503 $64.3K 0.01% 0 Timeline DAIO DATA I O CORP More: the full row for DATA I O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,402 shares; 2024Q4: 15,402 shares; 2025Q1: 15,402 shares; 2025Q2: 22,402 shares; 2025Q3: 22,402 shares; 2025Q4: 22,402 shares; 2026Q1: 22,402 shares 22,402 $56.7K 0.01% 0 Timeline BWEN BROADWIND INC More: the full row for BROADWIND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,499 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 27,100 shares 27,100 $56.4K 0.01% +15,000 Timeline KOSS KOSS CORP More: the full row for KOSS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 15,475 shares 15,475 $55.4K 0.01% +4,900 Timeline APT ALPHA PRO TECH LTD More: the full row for ALPHA PRO TECH 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: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,050 shares 11,050 $49.1K 0.01% 0 Timeline CBAT CBAK ENERGY TECHNOLOGY INC More: the full row for CBAK ENERGY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 52,521 shares; 2025Q3: 52,521 shares; 2025Q4: 52,521 shares; 2026Q1: 52,521 shares 52,521 $43.4K <0.01% 0 Timeline AMS AMERICAN SHARED HOSPITAL SVC More: the full row for AMERICAN SHARED HOSPITAL SVC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,725 shares; 2024Q4: 29,725 shares; 2025Q1: 29,725 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares; 2025Q4: 29,725 shares; 2026Q1: 29,725 shares 29,725 $43.1K <0.01% 0 Timeline WVVI WILLAMETTE VALLEY VINEYARDS More: the full row for WILLAMETTE VALLEY VINEYARDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 12,921 shares; 2025Q4: 12,921 shares; 2026Q1: 12,921 shares 12,921 $33.2K <0.01% 0 Timeline GAIA GAIA INC NEW More: the full row for GAIA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $29.4K <0.01% 0 Timeline TLF TANDY LEATHER FACTORY INC More: the full row for TANDY LEATHER FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,573 shares; 2025Q3: 12,573 shares; 2025Q4: 12,573 shares; 2026Q1: 12,573 shares 12,573 $29K <0.01% 0 Timeline NAII NATURAL ALTERNATIVES INTL IN More: the full row for NATURAL ALTERNATIVES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares; 2026Q1: 10,022 shares 10,022 $26.4K <0.01% 0 Timeline SURG SURGEPAYS INC More: the full row for SURGEPAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 19,000 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares 32,500 $24.4K <0.01% 0 Timeline LFT LUMENT FINANCE TRUST INC More: the full row for LUMENT FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $22.7K <0.01% 0 Timeline