GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 13,993 shares; 2025Q1: 13,988 shares; 2025Q2: 15,718 shares; 2025Q3: 14,990 shares; 2025Q4: 14,444 shares; 2026Q1: 12,735 shares 12,735 $703K 0.01% -1,709 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,828 shares; 2025Q2: 5,717 shares; 2025Q3: 5,735 shares; 2025Q4: 5,751 shares; 2026Q1: 6,327 shares 6,327 $699K 0.01% +576 Timeline IBB 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: 5,436 shares; 2024Q4: 3,683 shares; 2025Q1: 3,641 shares; 2025Q2: 3,924 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares; 2026Q1: 4,129 shares 4,129 $697K 0.01% -45 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,574 shares; 2024Q4: 15,086 shares; 2025Q1: 13,896 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 11,054 shares; 2026Q1: 8,836 shares 8,836 $695K 0.01% -2,218 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: 4,445 shares; 2025Q4: 4,566 shares; 2026Q1: 2,556 shares 2,556 $691K 0.01% -2,010 Timeline DON 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: 15,394 shares; 2024Q4: 14,893 shares; 2025Q1: 14,899 shares; 2025Q2: 15,088 shares; 2025Q3: 15,557 shares; 2025Q4: 15,574 shares; 2026Q1: 13,086 shares 13,086 $688K 0.01% -2,488 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: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares 2,584 $686K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,683 shares; 2025Q4: 4,563 shares; 2026Q1: 4,455 shares 4,455 $685K 0.01% -108 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,067 shares; 2024Q4: 11,144 shares; 2025Q1: 11,276 shares; 2025Q2: 11,329 shares; 2025Q3: 11,528 shares; 2025Q4: 11,529 shares; 2026Q1: 11,530 shares 11,530 $683K 0.01% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,038 shares; 2024Q4: 25,199 shares; 2025Q1: 25,596 shares; 2025Q2: 25,201 shares; 2025Q3: 25,929 shares; 2025Q4: 25,635 shares; 2026Q1: 30,221 shares 30,221 $680K 0.01% +4,586 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 4,072 shares; 2025Q1: 4,079 shares; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares; 2026Q1: 9,286 shares 9,286 $680K 0.01% +5,491 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 5,493 shares; 2025Q1: 4,963 shares; 2025Q2: 5,017 shares; 2025Q3: 4,315 shares; 2025Q4: 3,743 shares; 2026Q1: 3,272 shares 3,272 $676K 0.01% -471 Timeline SCHV 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: 10,912 shares; 2024Q4: 33,111 shares; 2025Q1: 22,818 shares; 2025Q2: 29,776 shares; 2025Q3: 29,373 shares; 2025Q4: 29,664 shares; 2026Q1: 22,098 shares 22,098 $674K 0.01% -7,566 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: not reported; 2024Q4: not reported; 2025Q1: 4,260 shares; 2025Q2: 4,269 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares; 2026Q1: 5,189 shares 5,189 $674K 0.01% +220 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 8,495 shares; 2025Q1: 8,295 shares; 2025Q2: 9,029 shares; 2025Q3: 8,829 shares; 2025Q4: 8,404 shares; 2026Q1: 8,404 shares 8,404 $673K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,269 shares; 2024Q4: 29,432 shares; 2025Q1: 31,282 shares; 2025Q2: 29,658 shares; 2025Q3: 29,744 shares; 2025Q4: 28,840 shares; 2026Q1: 35,001 shares 35,001 $672K 0.01% +6,161 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,885 shares; 2024Q4: 12,048 shares; 2025Q1: 12,721 shares; 2025Q2: 12,528 shares; 2025Q3: 12,535 shares; 2025Q4: 11,636 shares; 2026Q1: 9,418 shares 9,418 $672K 0.01% -2,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,027 shares 26,027 $664K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 12,119 shares; 2025Q1: 12,115 shares; 2025Q2: 12,233 shares; 2025Q3: 9,633 shares; 2025Q4: 9,634 shares; 2026Q1: 9,661 shares 9,661 $657K 0.01% +27 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 2,465 shares; 2025Q1: 2,397 shares; 2025Q2: 2,347 shares; 2025Q3: 2,601 shares; 2025Q4: 2,725 shares; 2026Q1: 1,775 shares 1,775 $652K 0.01% -950 Timeline IBTH 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: 29,035 shares 29,035 $651K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 6,754 shares; 2025Q1: 6,658 shares; 2025Q2: 6,633 shares; 2025Q3: 5,178 shares; 2025Q4: 4,738 shares; 2026Q1: 3,794 shares 3,794 $650K 0.01% -944 Timeline IJK 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: 6,950 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,281 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares; 2026Q1: 6,449 shares 6,449 $649K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,374 shares 33,374 $644K 0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 3,476 shares; 2025Q1: 3,487 shares; 2025Q2: 3,476 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 3,476 shares 3,476 $643K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 5,383 shares; 2025Q1: 5,541 shares; 2025Q2: 5,750 shares; 2025Q3: 5,766 shares; 2025Q4: 5,636 shares; 2026Q1: 5,393 shares 5,393 $640K 0.01% -243 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 830 shares; 2025Q1: 860 shares; 2025Q2: 1,603 shares; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 1,638 shares 1,638 $639K 0.01% -20 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,329 shares; 2025Q1: 4,314 shares; 2025Q2: 4,324 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares; 2026Q1: 4,414 shares 4,414 $639K 0.01% +62 Timeline VONE 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: 2,265 shares; 2024Q4: 2,101 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,906 shares; 2025Q4: 920 shares; 2026Q1: 2,141 shares 2,141 $632K 0.01% +1,221 Timeline FNDA 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: 5,434 shares; 2024Q4: 11,824 shares; 2025Q1: 15,344 shares; 2025Q2: 14,858 shares; 2025Q3: 15,694 shares; 2025Q4: 19,996 shares; 2026Q1: 19,399 shares 19,399 $629K 0.01% -597 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: 5,540 shares; 2024Q4: 4,369 shares; 2025Q1: 4,688 shares; 2025Q2: 4,668 shares; 2025Q3: 4,613 shares; 2025Q4: 4,940 shares; 2026Q1: 3,485 shares 3,485 $628K 0.01% -1,455 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 7,020 shares; 2025Q1: 6,845 shares; 2025Q2: 6,233 shares; 2025Q3: 7,031 shares; 2025Q4: 5,679 shares; 2026Q1: 4,336 shares 4,336 $627K 0.01% -1,343 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 8,935 shares; 2025Q1: 9,095 shares; 2025Q2: 8,647 shares; 2025Q3: 8,481 shares; 2025Q4: 8,439 shares; 2026Q1: 8,108 shares 8,108 $625K 0.01% -331 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,786 shares; 2024Q4: 12,746 shares; 2025Q1: 12,144 shares; 2025Q2: 12,087 shares; 2025Q3: 11,937 shares; 2025Q4: 8,557 shares; 2026Q1: 6,291 shares 6,291 $619K 0.01% -2,266 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,596 shares; 2025Q1: 12,482 shares; 2025Q2: 12,362 shares; 2025Q3: 4,463 shares; 2025Q4: 4,374 shares; 2026Q1: 4,340 shares 4,340 $618K <0.01% -34 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,634 shares; 2024Q4: 31,634 shares; 2025Q1: 39,878 shares; 2025Q2: 40,130 shares; 2025Q3: 41,670 shares; 2025Q4: 42,491 shares; 2026Q1: 43,262 shares 43,262 $618K <0.01% +771 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,403 shares; 2025Q1: 1,083 shares; 2025Q2: 1,707 shares; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares; 2026Q1: 1,857 shares 1,857 $610K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,223 shares; 2025Q2: 3,147 shares; 2025Q3: 3,232 shares; 2025Q4: 2,994 shares; 2026Q1: 2,910 shares 2,910 $608K <0.01% -84 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 10,123 shares; 2025Q1: 10,118 shares; 2025Q2: 10,089 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares; 2026Q1: 9,981 shares 9,981 $603K <0.01% +243 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,469 shares; 2025Q1: 4,479 shares; 2025Q2: 4,426 shares; 2025Q3: 4,336 shares; 2025Q4: 4,260 shares; 2026Q1: 4,367 shares 4,367 $594K <0.01% +107 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,597 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares; 2026Q1: 2,660 shares 2,660 $588K <0.01% +61 Timeline SPSM 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: 17,588 shares; 2024Q4: 17,223 shares; 2025Q1: 17,477 shares; 2025Q2: 12,454 shares; 2025Q3: 12,476 shares; 2025Q4: 12,971 shares; 2026Q1: 12,097 shares 12,097 $585K <0.01% -874 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 11,465 shares; 2025Q1: 82,972 shares; 2025Q2: 82,972 shares; 2025Q3: 82,972 shares; 2025Q4: 82,972 shares; 2026Q1: 82,972 shares 82,972 $583K <0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,213 shares; 2025Q1: 4,202 shares; 2025Q2: 4,533 shares; 2025Q3: 4,398 shares; 2025Q4: 3,542 shares; 2026Q1: 3,445 shares 3,445 $582K <0.01% -97 Timeline PAVE 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: 9,763 shares; 2025Q4: 11,088 shares; 2026Q1: 11,456 shares 11,456 $582K <0.01% +368 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: 8,578 shares; 2024Q4: 7,765 shares; 2025Q1: 9,911 shares; 2025Q2: 10,546 shares; 2025Q3: 11,046 shares; 2025Q4: 12,571 shares; 2026Q1: 11,832 shares 11,832 $579K <0.01% -739 Timeline FOXA 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: 7,517 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 8,812 shares; 2025Q3: 9,904 shares; 2025Q4: 9,904 shares; 2026Q1: 9,904 shares 9,904 $578K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares; 2026Q1: 3,379 shares 3,379 $578K <0.01% -1,700 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,498 shares 23,498 $570K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 6,915 shares; 2025Q1: 6,918 shares; 2025Q2: 6,022 shares; 2025Q3: 6,000 shares; 2025Q4: 5,992 shares; 2026Q1: 6,015 shares 6,015 $569K <0.01% +23 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,953 shares; 2025Q1: 10,896 shares; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,896 shares; 2026Q1: 11,646 shares 11,646 $568K <0.01% -250 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,565 shares; 2025Q3: 12,276 shares; 2025Q4: 9,161 shares; 2026Q1: 9,142 shares 9,142 $568K <0.01% -19 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 23,091 shares; 2025Q1: 22,801 shares; 2025Q2: 22,800 shares; 2025Q3: 22,927 shares; 2025Q4: 15,912 shares; 2026Q1: 7,970 shares 7,970 $567K <0.01% -7,942 Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 12,742 shares; 2025Q1: 12,742 shares; 2025Q2: 12,742 shares; 2025Q3: 12,050 shares; 2025Q4: 11,040 shares; 2026Q1: 10,897 shares 10,897 $566K <0.01% -143 Timeline SUSA 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: 4,299 shares; 2024Q4: 4,299 shares; 2025Q1: 4,299 shares; 2025Q2: 4,384 shares; 2025Q3: 4,284 shares; 2025Q4: 4,284 shares; 2026Q1: 4,284 shares 4,284 $566K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,256 shares; 2025Q2: 2,256 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,596 shares 2,596 $565K <0.01% +90 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 4,554 shares; 2025Q1: 3,929 shares; 2025Q2: 3,880 shares; 2025Q3: 3,530 shares; 2025Q4: 3,555 shares; 2026Q1: 3,602 shares 3,602 $560K <0.01% +47 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,233 shares; 2025Q4: 6,333 shares; 2026Q1: 6,182 shares 6,182 $557K <0.01% -151 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 2,092 shares; 2025Q4: 2,157 shares; 2026Q1: 1,980 shares 1,980 $557K <0.01% -177 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,421 shares; 2025Q1: 4,891 shares; 2025Q2: 5,097 shares; 2025Q3: 6,253 shares; 2025Q4: 5,902 shares; 2026Q1: 5,954 shares 5,954 $548K <0.01% +52 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,003 shares; 2025Q4: 13,003 shares; 2026Q1: 14,753 shares 14,753 $540K <0.01% +1,750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,875 shares 4,875 $538K <0.01% new Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,535 shares 22,535 $538K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,547 shares; 2024Q4: 13,846 shares; 2025Q1: 12,096 shares; 2025Q2: 13,832 shares; 2025Q3: 11,832 shares; 2025Q4: 11,832 shares; 2026Q1: 11,106 shares 11,106 $535K <0.01% -726 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,356 shares; 2025Q1: 1,456 shares; 2025Q2: 4,624 shares; 2025Q3: 4,742 shares; 2025Q4: 4,320 shares; 2026Q1: 2,932 shares 2,932 $535K <0.01% -1,388 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 17,430 shares; 2025Q1: 17,434 shares; 2025Q2: 17,452 shares; 2025Q3: 17,081 shares; 2025Q4: 16,920 shares; 2026Q1: 16,925 shares 16,925 $535K <0.01% +5 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,691 shares; 2025Q1: 10,721 shares; 2025Q2: 10,721 shares; 2025Q3: 11,121 shares; 2025Q4: 11,121 shares; 2026Q1: 11,121 shares 11,121 $533K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,813 shares; 2025Q1: 9,695 shares; 2025Q2: 9,692 shares; 2025Q3: 10,627 shares; 2025Q4: 10,423 shares; 2026Q1: 11,790 shares 11,790 $533K <0.01% +1,367 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 27,291 shares; 2025Q1: 36,583 shares; 2025Q2: 16,876 shares; 2025Q3: 16,876 shares; 2025Q4: 16,511 shares; 2026Q1: 16,211 shares 16,211 $533K <0.01% -300 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,646 shares; 2025Q1: 6,651 shares; 2025Q2: 6,623 shares; 2025Q3: 5,776 shares; 2025Q4: 5,655 shares; 2026Q1: 4,430 shares 4,430 $529K <0.01% -1,225 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 3,737 shares; 2025Q1: 2,753 shares; 2025Q2: 3,342 shares; 2025Q3: 3,373 shares; 2025Q4: 5,254 shares; 2026Q1: 5,383 shares 5,383 $527K <0.01% +129 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,990 shares; 2024Q4: 17,607 shares; 2025Q1: 15,868 shares; 2025Q2: 20,379 shares; 2025Q3: 16,742 shares; 2025Q4: 16,192 shares; 2026Q1: 14,301 shares 14,301 $526K <0.01% -1,891 Timeline PRF 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: 6,820 shares; 2024Q4: 6,680 shares; 2025Q1: 7,906 shares; 2025Q2: 7,952 shares; 2025Q3: 9,594 shares; 2025Q4: 11,097 shares; 2026Q1: 11,030 shares 11,030 $524K <0.01% -67 Timeline EFAV 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: 4,985 shares; 2024Q4: 5,717 shares; 2025Q1: 5,096 shares; 2025Q2: 5,636 shares; 2025Q3: 5,762 shares; 2025Q4: 5,812 shares; 2026Q1: 5,666 shares 5,666 $518K <0.01% -146 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 11,939 shares; 2025Q1: 11,939 shares; 2025Q2: 11,939 shares; 2025Q3: 29,366 shares; 2025Q4: 29,366 shares; 2026Q1: 29,366 shares 29,366 $516K <0.01% 0 Timeline IBTI 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: 23,155 shares 23,155 $516K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 1,394 shares; 2026Q1: 1,329 shares 1,329 $516K <0.01% -65 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP 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: 12,187 shares; 2025Q3: 12,187 shares; 2025Q4: 12,187 shares; 2026Q1: 12,187 shares 12,187 $509K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,730 shares; 2026Q1: 4,393 shares 4,393 $507K <0.01% -337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,780 shares 6,780 $507K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 9,792 shares; 2025Q1: 10,342 shares; 2025Q2: 10,285 shares; 2025Q3: 10,411 shares; 2025Q4: 10,419 shares; 2026Q1: 10,317 shares 10,317 $506K <0.01% -102 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 4,572 shares; 2025Q1: 4,511 shares; 2025Q2: 4,409 shares; 2025Q3: 7,324 shares; 2025Q4: 7,263 shares; 2026Q1: 5,195 shares 5,195 $505K <0.01% -2,068 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,947 shares; 2025Q1: 3,035 shares; 2025Q2: 2,533 shares; 2025Q3: 2,532 shares; 2025Q4: 2,373 shares; 2026Q1: 2,474 shares 2,474 $504K <0.01% +101 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 5,118 shares; 2025Q1: 4,272 shares; 2025Q2: 4,281 shares; 2025Q3: 4,731 shares; 2025Q4: 4,731 shares; 2026Q1: 4,924 shares 4,924 $504K <0.01% +193 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,925 shares; 2025Q3: 10,930 shares; 2025Q4: 10,930 shares; 2026Q1: 10,930 shares 10,930 $501K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,801 shares; 2024Q4: 48,711 shares; 2025Q1: 79,721 shares; 2025Q2: 79,558 shares; 2025Q3: 40,342 shares; 2025Q4: 42,742 shares; 2026Q1: 31,387 shares 31,387 $499K <0.01% -11,355 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: 1,105 shares; 2024Q4: 1,506 shares; 2025Q1: 1,716 shares; 2025Q2: 1,865 shares; 2025Q3: 2,130 shares; 2025Q4: 2,023 shares; 2026Q1: 2,286 shares 2,286 $495K <0.01% +263 Timeline SGVT 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: not reported; 2026Q1: 4,869 shares 4,869 $490K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,121 shares; 2025Q1: 3,118 shares; 2025Q2: 3,165 shares; 2025Q3: 3,193 shares; 2025Q4: 3,196 shares; 2026Q1: 3,112 shares 3,112 $489K <0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 1,441 shares; 2026Q1: 1,637 shares 1,637 $489K <0.01% +196 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,561 shares; 2025Q2: 13,561 shares; 2025Q3: 13,738 shares; 2025Q4: 13,738 shares; 2026Q1: 13,738 shares 13,738 $488K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,735 shares; 2025Q1: 6,942 shares; 2025Q2: 6,312 shares; 2025Q3: 6,189 shares; 2025Q4: 6,090 shares; 2026Q1: 4,678 shares 4,678 $485K <0.01% -1,412 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 9,286 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares; 2026Q1: 9,286 shares 9,286 $484K <0.01% 0 Timeline SCHZ 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: not reported; 2026Q1: 20,720 shares 20,720 $481K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,764 shares; 2025Q2: 2,727 shares; 2025Q3: 2,852 shares; 2025Q4: 2,779 shares; 2026Q1: 2,129 shares 2,129 $480K <0.01% -650 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 3,251 shares; 2025Q2: 2,929 shares; 2025Q3: 2,947 shares; 2025Q4: 2,947 shares; 2026Q1: 3,280 shares 3,280 $479K <0.01% +333 Timeline VSS 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: 2,767 shares; 2024Q4: 2,746 shares; 2025Q1: 2,802 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 3,545 shares; 2026Q1: 3,246 shares 3,246 $473K <0.01% -299 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: 2,510 shares; 2024Q4: 2,795 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,389 shares 2,389 $468K <0.01% -245 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,142 shares; 2024Q4: 15,316 shares; 2025Q1: 16,065 shares; 2025Q2: 14,918 shares; 2025Q3: 14,918 shares; 2025Q4: 51,493 shares; 2026Q1: 14,052 shares 14,052 $467K <0.01% -37,441 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $466K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,333 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $461K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,595 shares; 2025Q3: 4,618 shares; 2025Q4: 4,618 shares; 2026Q1: 4,654 shares 4,654 $461K <0.01% +36 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,133 shares; 2024Q4: 14,591 shares; 2025Q1: 16,369 shares; 2025Q2: 16,589 shares; 2025Q3: 17,394 shares; 2025Q4: 16,926 shares; 2026Q1: 13,693 shares 13,693 $459K <0.01% -3,233 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 7,435 shares; 2025Q1: 7,413 shares; 2025Q2: 7,409 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares; 2026Q1: 5,727 shares 5,727 $459K <0.01% -1,841 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,865 shares; 2026Q1: 7,836 shares 7,836 $456K <0.01% +971 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 23,102 shares; 2025Q1: 23,102 shares; 2025Q2: 23,102 shares; 2025Q3: 23,102 shares; 2025Q4: 23,102 shares; 2026Q1: 23,102 shares 23,102 $453K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 13,587 shares; 2025Q1: 13,372 shares; 2025Q2: 13,426 shares; 2025Q3: 12,469 shares; 2025Q4: 12,469 shares; 2026Q1: 12,886 shares 12,886 $453K <0.01% +417 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 8,758 shares; 2025Q1: 5,295 shares; 2025Q2: 5,280 shares; 2025Q3: 5,350 shares; 2025Q4: 4,362 shares; 2026Q1: 4,701 shares 4,701 $451K <0.01% +339 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,011 shares 10,011 $451K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 7,210 shares; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares; 2026Q1: 3,230 shares 3,230 $450K <0.01% -4,480 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: 2,827 shares; 2025Q2: 2,954 shares; 2025Q3: not reported; 2025Q4: 3,158 shares; 2026Q1: 3,660 shares 3,660 $449K <0.01% +502 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 23,787 shares; 2025Q1: 21,776 shares; 2025Q2: 16,649 shares; 2025Q3: 16,995 shares; 2025Q4: 22,181 shares; 2026Q1: 22,385 shares 22,385 $449K <0.01% +204 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,144 shares; 2026Q1: 18,444 shares 18,444 $448K <0.01% +6,300 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,222 shares; 2025Q1: 1,227 shares; 2025Q2: 1,281 shares; 2025Q3: 1,297 shares; 2025Q4: 1,274 shares; 2026Q1: 1,229 shares 1,229 $447K <0.01% -45 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,679 shares; 2024Q4: 9,542 shares; 2025Q1: 9,173 shares; 2025Q2: 9,173 shares; 2025Q3: 8,158 shares; 2025Q4: 8,158 shares; 2026Q1: 5,442 shares 5,442 $446K <0.01% -2,716 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 7,621 shares; 2025Q4: 7,621 shares; 2026Q1: 17,092 shares 17,092 $442K <0.01% +9,471 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,436 shares; 2025Q1: 6,352 shares; 2025Q2: 6,642 shares; 2025Q3: 6,687 shares; 2025Q4: 6,710 shares; 2026Q1: 4,740 shares 4,740 $442K <0.01% -1,970 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 310 shares; 2025Q1: 315 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 377 shares 377 $437K <0.01% +65 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 6,030 shares; 2025Q4: 6,030 shares; 2026Q1: 6,290 shares 6,290 $437K <0.01% +260 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: not reported; 2026Q1: 3,255 shares 3,255 $434K <0.01% new Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,400 shares 17,400 $432K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,941 shares 3,941 $432K <0.01% +270 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,223 shares; 2025Q1: 2,043 shares; 2025Q2: 1,979 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $431K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,402 shares; 2024Q4: 15,000 shares; 2025Q1: 14,528 shares; 2025Q2: 16,319 shares; 2025Q3: 14,288 shares; 2025Q4: 10,538 shares; 2026Q1: 10,334 shares 10,334 $430K <0.01% -204 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,867 shares; 2024Q4: 25,867 shares; 2025Q1: 25,867 shares; 2025Q2: 25,867 shares; 2025Q3: 25,867 shares; 2025Q4: 25,867 shares; 2026Q1: 25,867 shares 25,867 $429K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,901 shares 8,901 $428K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,400 shares 8,400 $425K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 9,617 shares; 2025Q1: 9,983 shares; 2025Q2: 9,812 shares; 2025Q3: 9,388 shares; 2025Q4: 9,391 shares; 2026Q1: 8,374 shares 8,374 $424K <0.01% -1,017 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 10,958 shares; 2025Q1: 10,908 shares; 2025Q2: 11,908 shares; 2025Q3: 11,908 shares; 2025Q4: 11,908 shares; 2026Q1: 11,908 shares 11,908 $423K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares 7,807 $418K <0.01% new 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: 5,593 shares; 2024Q4: 5,668 shares; 2025Q1: 5,495 shares; 2025Q2: 5,505 shares; 2025Q3: 9,361 shares; 2025Q4: 9,361 shares; 2026Q1: 6,511 shares 6,511 $418K <0.01% -2,850 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,665 shares; 2025Q3: 1,865 shares; 2025Q4: 1,808 shares; 2026Q1: 1,859 shares 1,859 $417K <0.01% +51 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,825 shares; 2025Q1: 6,037 shares; 2025Q2: 5,683 shares; 2025Q3: 6,820 shares; 2025Q4: 9,063 shares; 2026Q1: 9,087 shares 9,087 $415K <0.01% +24 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: 3,176 shares; 2025Q1: 3,269 shares; 2025Q2: 3,281 shares; 2025Q3: 3,541 shares; 2025Q4: 3,699 shares; 2026Q1: 3,690 shares 3,690 $415K <0.01% -9 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 4,075 shares; 2025Q1: 3,520 shares; 2025Q2: 3,678 shares; 2025Q3: 3,994 shares; 2025Q4: 3,994 shares; 2026Q1: 3,994 shares 3,994 $413K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,117 shares; 2025Q1: 3,117 shares; 2025Q2: 3,125 shares; 2025Q3: 2,289 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares 2,092 $413K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,239 shares; 2025Q1: 8,569 shares; 2025Q2: 8,894 shares; 2025Q3: 8,902 shares; 2025Q4: 8,495 shares; 2026Q1: 3,702 shares 3,702 $406K <0.01% -4,793 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 6,966 shares; 2025Q2: 6,410 shares; 2025Q3: 3,801 shares; 2025Q4: 3,801 shares; 2026Q1: 3,231 shares 3,231 $405K <0.01% -570 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 5,220 shares; 2025Q1: 5,223 shares; 2025Q2: 5,312 shares; 2025Q3: 5,433 shares; 2025Q4: 5,009 shares; 2026Q1: 4,905 shares 4,905 $404K <0.01% -104 Timeline IDU 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: 2,753 shares; 2024Q4: 2,353 shares; 2025Q1: 2,523 shares; 2025Q2: 3,133 shares; 2025Q3: 3,183 shares; 2025Q4: 3,283 shares; 2026Q1: 3,468 shares 3,468 $403K <0.01% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,227 shares 4,227 $401K <0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,287 shares; 2025Q1: 1,577 shares; 2025Q2: 1,051 shares; 2025Q3: 961 shares; 2025Q4: 956 shares; 2026Q1: 962 shares 962 $401K <0.01% +6 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,561 shares; 2024Q4: 6,825 shares; 2025Q1: 6,099 shares; 2025Q2: 6,099 shares; 2025Q3: 4,644 shares; 2025Q4: 4,644 shares; 2026Q1: 3,918 shares 3,918 $400K <0.01% -726 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 743 shares; 2025Q1: 731 shares; 2025Q2: 730 shares; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 2,528 shares 2,528 $400K <0.01% +787 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,736 shares 8,736 $399K <0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,717 shares; 2026Q1: 2,717 shares 2,717 $395K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,626 shares; 2024Q4: 13,276 shares; 2025Q1: 17,814 shares; 2025Q2: 10,865 shares; 2025Q3: 10,726 shares; 2025Q4: 11,492 shares; 2026Q1: 8,573 shares 8,573 $394K <0.01% -2,919 Timeline ESGU 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: 3,925 shares; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares 2,784 $394K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,470 shares 8,470 $393K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,570 shares; 2025Q1: 1,500 shares; 2025Q2: 1,647 shares; 2025Q3: 1,585 shares; 2025Q4: 1,535 shares; 2026Q1: 815 shares 815 $391K <0.01% -720 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,393 shares 1,393 $390K <0.01% -67 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 12,707 shares; 2025Q1: 6,754 shares; 2025Q2: 5,680 shares; 2025Q3: 5,321 shares; 2025Q4: 5,259 shares; 2026Q1: 5,953 shares 5,953 $389K <0.01% +694 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,311 shares; 2024Q4: 16,456 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares; 2025Q3: 7,980 shares; 2025Q4: 8,014 shares; 2026Q1: 5,325 shares 5,325 $387K <0.01% -2,689 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,549 shares; 2025Q1: 10,234 shares; 2025Q2: 10,322 shares; 2025Q3: 8,818 shares; 2025Q4: 8,614 shares; 2026Q1: 8,396 shares 8,396 $385K <0.01% -218 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,452 shares; 2025Q4: 1,570 shares; 2026Q1: 1,529 shares 1,529 $383K <0.01% -41 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,274 shares; 2025Q1: 3,215 shares; 2025Q2: 2,912 shares; 2025Q3: 2,501 shares; 2025Q4: 2,219 shares; 2026Q1: 2,209 shares 2,209 $383K <0.01% -10 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,756 shares; 2025Q4: 5,072 shares; 2026Q1: 5,683 shares 5,683 $382K <0.01% +611 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,358 shares; 2024Q4: 11,393 shares; 2025Q1: 7,029 shares; 2025Q2: 5,840 shares; 2025Q3: 6,365 shares; 2025Q4: 6,318 shares; 2026Q1: 6,186 shares 6,186 $382K <0.01% -132 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,715 shares; 2024Q4: 14,715 shares; 2025Q1: 13,281 shares; 2025Q2: 13,281 shares; 2025Q3: 13,281 shares; 2025Q4: 13,938 shares; 2026Q1: 8,551 shares 8,551 $382K <0.01% -5,387 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 3,525 shares; 2025Q4: 4,085 shares; 2026Q1: 3,942 shares 3,942 $381K <0.01% -143 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,333 shares; 2025Q1: 2,610 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $380K <0.01% 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: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,842 shares; 2025Q3: 3,842 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares 3,842 $379K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 22,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,016 shares; 2025Q4: not reported; 2026Q1: 17,276 shares 17,276 $379K <0.01% new 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: 639 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 702 shares; 2026Q1: 722 shares 722 $377K <0.01% +20 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,033 shares; 2025Q1: 1,031 shares; 2025Q2: 1,034 shares; 2025Q3: 1,084 shares; 2025Q4: 1,127 shares; 2026Q1: 687 shares 687 $377K <0.01% -440 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,185 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 1,290 shares; 2026Q1: 1,300 shares 1,300 $376K <0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,193 shares 17,193 $376K <0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,474 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,574 shares 2,574 $374K <0.01% -50 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 9,071 shares; 2025Q1: 8,725 shares; 2025Q2: 8,771 shares; 2025Q3: 8,671 shares; 2025Q4: 8,671 shares; 2026Q1: 8,671 shares 8,671 $374K <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,191 shares; 2024Q4: 24,299 shares; 2025Q1: 23,910 shares; 2025Q2: 8,660 shares; 2025Q3: 7,818 shares; 2025Q4: 7,818 shares; 2026Q1: 5,970 shares 5,970 $373K <0.01% -1,848 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,285 shares; 2024Q4: 50,824 shares; 2025Q1: 47,938 shares; 2025Q2: 49,358 shares; 2025Q3: 48,002 shares; 2025Q4: 33,214 shares; 2026Q1: 32,202 shares 32,202 $372K <0.01% -1,012 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 487 shares; 2025Q1: 486 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 478 shares 478 $370K <0.01% +15 Timeline USRT 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: 6,233 shares 6,233 $369K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,940 shares 3,940 $369K <0.01% new 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: 5,095 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,302 shares; 2025Q3: 5,232 shares; 2025Q4: 5,753 shares; 2026Q1: 5,753 shares 5,753 $361K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,151 shares; 2025Q1: 20,151 shares; 2025Q2: 20,151 shares; 2025Q3: 20,151 shares; 2025Q4: 6,823 shares; 2026Q1: 6,823 shares 6,823 $360K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 9,811 shares; 2025Q1: 9,896 shares; 2025Q2: 9,467 shares; 2025Q3: 9,445 shares; 2025Q4: 7,983 shares; 2026Q1: 6,422 shares 6,422 $358K <0.01% -1,561 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,879 shares 6,879 $357K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,326 shares; 2025Q3: 1,476 shares; 2025Q4: 1,165 shares; 2026Q1: 1,225 shares 1,225 $356K <0.01% +60 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,339 shares; 2025Q2: 986 shares; 2025Q3: 958 shares; 2025Q4: 918 shares; 2026Q1: 933 shares 933 $354K <0.01% +15 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,353 shares; 2025Q2: 8,353 shares; 2025Q3: 8,353 shares; 2025Q4: 8,808 shares; 2026Q1: 10,048 shares 10,048 $347K <0.01% +1,240 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 3,154 shares; 2025Q1: 3,331 shares; 2025Q2: 3,331 shares; 2025Q3: 3,307 shares; 2025Q4: 3,843 shares; 2026Q1: 3,641 shares 3,641 $341K <0.01% -202 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,072 shares; 2025Q1: 8,794 shares; 2025Q2: 8,750 shares; 2025Q3: 6,993 shares; 2025Q4: 5,628 shares; 2026Q1: 4,031 shares 4,031 $341K <0.01% -1,597 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,059 shares 2,059 $337K <0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 6,367 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 5,983 shares; 2026Q1: 3,527 shares 3,527 $331K <0.01% -2,456 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,507 shares; 2025Q1: 9,407 shares; 2025Q2: 8,849 shares; 2025Q3: 8,849 shares; 2025Q4: 8,849 shares; 2026Q1: 7,852 shares 7,852 $331K <0.01% -997 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: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,824 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares; 2025Q4: 5,824 shares; 2026Q1: 5,824 shares 5,824 $329K <0.01% 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: 4,429 shares; 2024Q4: not reported; 2025Q1: 4,409 shares; 2025Q2: 4,445 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,026 shares 3,026 $328K <0.01% -105 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,288 shares 14,288 $327K <0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,654 shares; 2024Q4: 10,434 shares; 2025Q1: 10,434 shares; 2025Q2: 10,434 shares; 2025Q3: 10,434 shares; 2025Q4: 10,434 shares; 2026Q1: 8,734 shares 8,734 $327K <0.01% -1,700 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,546 shares; 2024Q4: 74,546 shares; 2025Q1: 56,346 shares; 2025Q2: 56,346 shares; 2025Q3: 25,866 shares; 2025Q4: 31,042 shares; 2026Q1: 16,244 shares 16,244 $321K <0.01% -14,798 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,795 shares; 2024Q4: 54,795 shares; 2025Q1: 75,796 shares; 2025Q2: 75,506 shares; 2025Q3: 35,166 shares; 2025Q4: 47,807 shares; 2026Q1: 38,215 shares 38,215 $320K <0.01% -9,592 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,100 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $320K <0.01% 0 Timeline IYJ 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: 5,187 shares; 2026Q1: 2,157 shares 2,157 $318K <0.01% -3,030 Timeline ROBO 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: 4,595 shares; 2024Q4: 4,596 shares; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 4,596 shares 4,596 $315K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 23,000 shares; 2026Q1: 21,380 shares 21,380 $309K <0.01% -1,620 Timeline XAR 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: 1,166 shares; 2025Q3: 1,150 shares; 2025Q4: 1,210 shares; 2026Q1: 1,214 shares 1,214 $308K <0.01% +4 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 117,865 shares; 2025Q3: 117,865 shares; 2025Q4: 117,865 shares; 2026Q1: 117,865 shares 117,865 $306K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,466 shares; 2025Q1: 1,547 shares; 2025Q2: 1,486 shares; 2025Q3: 1,519 shares; 2025Q4: 1,534 shares; 2026Q1: 1,551 shares 1,551 $305K <0.01% +17 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: not reported; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,280 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $304K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares; 2026Q1: 2,031 shares 2,031 $304K <0.01% +4 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares 8,700 $304K <0.01% new Timeline DSI 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $303K <0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 6,888 shares; 2025Q1: 6,741 shares; 2025Q2: 6,614 shares; 2025Q3: 5,928 shares; 2025Q4: 5,610 shares; 2026Q1: 2,523 shares 2,523 $302K <0.01% -3,087 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,777 shares; 2024Q4: 16,777 shares; 2025Q1: 16,777 shares; 2025Q2: 16,501 shares; 2025Q3: 16,501 shares; 2025Q4: 16,501 shares; 2026Q1: 16,501 shares 16,501 $301K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 9,094 shares; 2025Q1: 8,429 shares; 2025Q2: 7,922 shares; 2025Q3: 7,083 shares; 2025Q4: 6,583 shares; 2026Q1: 4,803 shares 4,803 $301K <0.01% -1,780 Timeline SILJ 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $297K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,912 shares 11,912 $297K <0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,567 shares; 2025Q4: 2,167 shares; 2026Q1: 2,142 shares 2,142 $296K <0.01% -25 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares; 2025Q4: 5,061 shares; 2026Q1: 5,115 shares 5,115 $295K <0.01% +54 Timeline FDLO 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: 5,264 shares; 2024Q4: 5,259 shares; 2025Q1: 4,893 shares; 2025Q2: 4,604 shares; 2025Q3: 4,600 shares; 2025Q4: 4,518 shares; 2026Q1: 4,516 shares 4,516 $292K <0.01% -2 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162 shares; 2025Q3: 155 shares; 2025Q4: 157 shares; 2026Q1: 167 shares 167 $289K <0.01% +10 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,099 shares; 2025Q1: 7,105 shares; 2025Q2: 7,488 shares; 2025Q3: 7,120 shares; 2025Q4: 7,127 shares; 2026Q1: 7,134 shares 7,134 $287K <0.01% +7 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: 1,819 shares; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: not reported; 2026Q1: 1,016 shares 1,016 $286K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: 1,456 shares; 2026Q1: 1,372 shares 1,372 $285K <0.01% -84 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 4,301 shares; 2025Q1: 4,118 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,139 shares; 2026Q1: 3,589 shares 3,589 $285K <0.01% -550 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares 1,749 $284K <0.01% 0 Timeline EPP 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: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares 5,335 $284K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,728 shares; 2025Q1: 10,728 shares; 2025Q2: 10,813 shares; 2025Q3: 8,809 shares; 2025Q4: 5,742 shares; 2026Q1: 5,707 shares 5,707 $283K <0.01% -35 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,140 shares 6,140 $283K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,595 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 5,807 shares; 2026Q1: 5,599 shares 5,599 $280K <0.01% -208 Timeline IYR 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: 2,933 shares 2,933 $277K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,524 shares 6,524 $277K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,685 shares; 2025Q1: 5,635 shares; 2025Q2: 6,035 shares; 2025Q3: 3,942 shares; 2025Q4: 4,014 shares; 2026Q1: 2,959 shares 2,959 $276K <0.01% -1,055 Timeline IXP 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $276K <0.01% 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: 9,029 shares; 2024Q4: 9,040 shares; 2025Q1: 9,642 shares; 2025Q2: 6,894 shares; 2025Q3: 6,874 shares; 2025Q4: 8,724 shares; 2026Q1: 8,349 shares 8,349 $275K <0.01% -375 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $275K <0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,092 shares 6,092 $275K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 3,459 shares; 2026Q1: 3,526 shares 3,526 $274K <0.01% +67 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,212 shares; 2026Q1: 8,212 shares 8,212 $273K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $271K <0.01% 0 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: 5,373 shares 5,373 $270K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: 1,442 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares 1,796 $270K <0.01% 0 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: not reported; 2025Q4: 1,553 shares; 2026Q1: 1,564 shares 1,564 $269K <0.01% +11 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 4,218 shares; 2025Q1: 9,871 shares; 2025Q2: 3,267 shares; 2025Q3: 2,956 shares; 2025Q4: 2,331 shares; 2026Q1: 2,265 shares 2,265 $269K <0.01% -66 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,049 shares; 2025Q1: 4,000 shares; 2025Q2: 3,990 shares; 2025Q3: 3,990 shares; 2025Q4: 3,990 shares; 2026Q1: 3,990 shares 3,990 $267K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,445 shares; 2026Q1: 2,451 shares 2,451 $266K <0.01% +6 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 365 shares; 2025Q4: 367 shares; 2026Q1: 365 shares 365 $266K <0.01% -2 Timeline SCHH 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: not reported; 2026Q1: 12,291 shares 12,291 $264K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 43,231 shares; 2025Q1: 41,393 shares; 2025Q2: 41,393 shares; 2025Q3: 20,193 shares; 2025Q4: 18,682 shares; 2026Q1: 12,731 shares 12,731 $264K <0.01% -5,951 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,349 shares; 2024Q4: 44,349 shares; 2025Q1: 44,349 shares; 2025Q2: 44,349 shares; 2025Q3: 23,496 shares; 2025Q4: 23,496 shares; 2026Q1: 19,413 shares 19,413 $262K <0.01% -4,083 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,590 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares; 2026Q1: 2,585 shares 2,585 $260K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 2,188 shares; 2025Q3: 2,338 shares; 2025Q4: 1,678 shares; 2026Q1: 1,673 shares 1,673 $259K <0.01% -5 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,871 shares 9,871 $259K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,352 shares; 2025Q3: 3,353 shares; 2025Q4: 3,354 shares; 2026Q1: 3,276 shares 3,276 $258K <0.01% -78 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 423 shares; 2025Q2: 421 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 437 shares 437 $257K <0.01% +13 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 4,689 shares; 2025Q1: 3,998 shares; 2025Q2: 4,019 shares; 2025Q3: 3,973 shares; 2025Q4: 1,844 shares; 2026Q1: 1,025 shares 1,025 $256K <0.01% -819 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: 924 shares; 2024Q4: 854 shares; 2025Q1: 843 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 911 shares 911 $253K <0.01% +46 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 8,286 shares; 2025Q4: 8,286 shares; 2026Q1: 8,286 shares 8,286 $251K <0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,635 shares; 2025Q4: 6,000 shares; 2026Q1: 4,000 shares 4,000 $251K <0.01% -2,000 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 3,505 shares; 2025Q1: 4,519 shares; 2025Q2: 4,022 shares; 2025Q3: 4,026 shares; 2025Q4: 4,031 shares; 2026Q1: 3,454 shares 3,454 $251K <0.01% -577 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,443 shares 7,443 $248K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,455 shares; 2025Q1: 2,942 shares; 2025Q2: 7,078 shares; 2025Q3: 7,003 shares; 2025Q4: 6,739 shares; 2026Q1: 5,336 shares 5,336 $248K <0.01% -1,403 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares 4,097 $247K <0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,913 shares; 2025Q1: 8,064 shares; 2025Q2: 13,655 shares; 2025Q3: 14,861 shares; 2025Q4: 12,947 shares; 2026Q1: 7,137 shares 7,137 $246K <0.01% -5,810 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,304 shares; 2024Q4: 25,466 shares; 2025Q1: 22,034 shares; 2025Q2: 20,830 shares; 2025Q3: 20,005 shares; 2025Q4: 18,900 shares; 2026Q1: 18,161 shares 18,161 $245K <0.01% -739 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 2,027 shares 2,027 $244K <0.01% new Timeline SCMB 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: not reported; 2026Q1: 9,510 shares 9,510 $242K <0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110 $242K <0.01% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,838 shares 7,838 $242K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 5,522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,552 shares 6,552 $241K <0.01% new Timeline FXI 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,800 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $237K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,487 shares; 2025Q1: 1,423 shares; 2025Q2: 1,382 shares; 2025Q3: 1,385 shares; 2025Q4: 1,412 shares; 2026Q1: 659 shares 659 $237K <0.01% -753 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,043 shares; 2025Q1: 989 shares; 2025Q2: 1,084 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 983 shares 983 $235K <0.01% -1 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,233 shares; 2026Q1: 2,583 shares 2,583 $235K <0.01% -650 Timeline EPS 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: 3,425 shares 3,425 $233K <0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,449 shares; 2025Q1: 21,790 shares; 2025Q2: 19,895 shares; 2025Q3: 20,870 shares; 2025Q4: 3,960 shares; 2026Q1: 4,110 shares 4,110 $233K <0.01% +150 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,328 shares; 2025Q1: 2,064 shares; 2025Q2: 2,213 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 1,900 shares 1,900 $230K <0.01% -522 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 1,679 shares; 2025Q1: 1,513 shares; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: 1,269 shares; 2026Q1: 1,246 shares 1,246 $228K <0.01% -23 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 1,127 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $228K <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,022 shares 5,022 $228K <0.01% new Timeline SCHP 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: not reported; 2026Q1: 8,435 shares 8,435 $224K <0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,151 shares; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 939 shares; 2025Q4: 943 shares; 2026Q1: 945 shares 945 $223K <0.01% +2 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,447 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462 $223K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,369 shares; 2025Q1: 5,175 shares; 2025Q2: 4,993 shares; 2025Q3: 5,011 shares; 2025Q4: 6,900 shares; 2026Q1: 3,075 shares 3,075 $223K <0.01% -3,825 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,805 shares; 2025Q3: 2,813 shares; 2025Q4: 2,821 shares; 2026Q1: 2,841 shares 2,841 $222K <0.01% +20 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 9,288 shares; 2025Q4: 9,263 shares; 2026Q1: 9,266 shares 9,266 $221K <0.01% +3 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $218K <0.01% 0 Timeline FQAL 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: 3,439 shares; 2024Q4: 3,410 shares; 2025Q1: 3,242 shares; 2025Q2: 3,135 shares; 2025Q3: 3,124 shares; 2025Q4: 3,120 shares; 2026Q1: 2,990 shares 2,990 $217K <0.01% -130 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS 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: 2,238 shares; 2025Q4: 2,364 shares; 2026Q1: 2,236 shares 2,236 $216K <0.01% -128 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,050 shares; 2025Q1: 1,044 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $216K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,850 shares; 2025Q4: 49,225 shares; 2026Q1: 4,380 shares 4,380 $213K <0.01% -44,845 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 12,684 shares; 2025Q1: 12,318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,349 shares 8,349 $213K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,220 shares 1,220 $211K <0.01% +17 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,349 shares; 2025Q1: 11,349 shares; 2025Q2: 10,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,512 shares; 2026Q1: 3,770 shares 3,770 $210K <0.01% -742 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: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares 5,150 $210K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,245 shares 3,245 $208K <0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,212 shares 5,212 $205K <0.01% new 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: 4,135 shares; 2024Q4: 4,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $204K <0.01% new Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares 1,914 $204K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,425 shares; 2025Q1: 13,417 shares; 2025Q2: 11,668 shares; 2025Q3: 9,250 shares; 2025Q4: 6,872 shares; 2026Q1: 5,449 shares 5,449 $203K <0.01% -1,423 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,025 shares 2,025 $202K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,315 shares 2,315 $201K <0.01% new Timeline ICLN 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: 11,610 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,215 shares; 2026Q1: 10,785 shares 10,785 $197K <0.01% +570 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,077 shares; 2024Q4: not reported; 2025Q1: 11,077 shares; 2025Q2: 11,390 shares; 2025Q3: 11,077 shares; 2025Q4: 10,525 shares; 2026Q1: 10,525 shares 10,525 $187K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,924 shares 13,924 $170K <0.01% new Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,760 shares; 2024Q4: 32,760 shares; 2025Q1: 28,300 shares; 2025Q2: 28,300 shares; 2025Q3: 28,300 shares; 2025Q4: 28,300 shares; 2026Q1: 28,300 shares 28,300 $102K <0.01% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,340 shares; 2025Q3: 18,340 shares; 2025Q4: 18,340 shares; 2026Q1: 18,340 shares 18,340 $98.7K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 15,385 shares; 2025Q1: 15,712 shares; 2025Q2: 15,129 shares; 2025Q3: 15,420 shares; 2025Q4: 15,718 shares; 2026Q1: 16,055 shares 16,055 $89.9K <0.01% +337 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: 17,894 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares 10,111 $85.4K <0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,525 shares; 2024Q4: 11,443 shares; 2025Q1: 11,425 shares; 2025Q2: 11,548 shares; 2025Q3: 11,974 shares; 2025Q4: 12,074 shares; 2026Q1: 12,074 shares 12,074 $83.9K <0.01% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $72.3K <0.01% new Timeline GEMI GEMINI SPACE STA INC More: the full row for GEMINI SPACE STA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,103 shares 16,103 $71.2K <0.01% new Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,243 shares; 2024Q4: 15,243 shares; 2025Q1: 14,743 shares; 2025Q2: 14,743 shares; 2025Q3: 14,743 shares; 2025Q4: 14,743 shares; 2026Q1: 13,543 shares 13,543 $50.4K <0.01% -1,200 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,000 shares 19,000 $37K <0.01% new Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 14,025 shares; 2025Q1: 14,158 shares; 2025Q2: 14,025 shares; 2025Q3: 14,025 shares; 2025Q4: 14,025 shares; 2026Q1: 14,025 shares 14,025 $34.8K <0.01% 0 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $22.8K <0.01% new Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $20.3K <0.01% 0 Timeline MLECW MOOLEC SCIENCE SA More: the full row for MOOLEC SCIENCE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $1.29K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,730 shares 16,730 $117 <0.01% new