XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 8,562 shares; 2025Q4: 8,562 shares; 2026Q1: 8,063 shares 8,063 $265K <0.01% -499 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,770 shares 2,770 $264K <0.01% new Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,626 shares; 2026Q1: 5,112 shares 5,112 $264K <0.01% -514 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,385 shares; 2024Q4: 55,385 shares; 2025Q1: 54,283 shares; 2025Q2: 54,996 shares; 2025Q3: 53,773 shares; 2025Q4: 53,773 shares; 2026Q1: 55,577 shares 55,577 $264K <0.01% +1,804 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 6,470 shares; 2025Q4: 6,470 shares; 2026Q1: 6,470 shares 6,470 $264K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,880 shares; 2025Q2: 7,372 shares; 2025Q3: 6,845 shares; 2025Q4: 7,549 shares; 2026Q1: 5,736 shares 5,736 $263K <0.01% -1,813 Timeline DRIV 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: 11,826 shares; 2024Q4: 10,826 shares; 2025Q1: 10,330 shares; 2025Q2: 9,985 shares; 2025Q3: 8,647 shares; 2025Q4: 8,647 shares; 2026Q1: 8,605 shares 8,605 $263K <0.01% -42 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,026 shares; 2025Q1: 2,108 shares; 2025Q2: 1,469 shares; 2025Q3: 1,358 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $261K <0.01% 0 Timeline MADE 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: 7,132 shares 7,132 $261K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: 2,630 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,823 shares 2,823 $260K <0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,377 shares; 2026Q1: 7,055 shares 7,055 $259K <0.01% +678 Timeline ROBT 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: 5,427 shares; 2025Q4: 5,517 shares; 2026Q1: 5,615 shares 5,615 $259K <0.01% +98 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,234 shares; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,372 shares 2,372 $259K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 10,877 shares; 2025Q1: 10,167 shares; 2025Q2: 9,542 shares; 2025Q3: 8,198 shares; 2025Q4: 8,269 shares; 2026Q1: 6,993 shares 6,993 $257K <0.01% -1,276 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY 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: 14,903 shares; 2026Q1: 15,087 shares 15,087 $256K <0.01% +184 Timeline DIV 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: 11,858 shares; 2024Q4: 15,809 shares; 2025Q1: 17,224 shares; 2025Q2: 21,415 shares; 2025Q3: 20,370 shares; 2025Q4: 20,581 shares; 2026Q1: 13,557 shares 13,557 $256K <0.01% -7,024 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 973 shares; 2025Q3: 1,528 shares; 2025Q4: 943 shares; 2026Q1: 723 shares 723 $256K <0.01% -220 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 8,606 shares 8,606 $255K <0.01% new Timeline IQDG 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: 5,900 shares; 2025Q2: 5,855 shares; 2025Q3: 6,008 shares; 2025Q4: 6,766 shares; 2026Q1: 6,356 shares 6,356 $255K <0.01% -410 Timeline PWV 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: 4,127 shares; 2024Q4: 4,143 shares; 2025Q1: 4,074 shares; 2025Q2: 3,930 shares; 2025Q3: 3,944 shares; 2025Q4: 3,700 shares; 2026Q1: 3,657 shares 3,657 $255K <0.01% -43 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,488 shares; 2025Q4: 6,502 shares; 2026Q1: 6,515 shares 6,515 $255K <0.01% +13 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,654 shares; 2025Q1: 3,531 shares; 2025Q2: 2,558 shares; 2025Q3: 2,479 shares; 2025Q4: 1,966 shares; 2026Q1: 1,865 shares 1,865 $255K <0.01% -101 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: 2,780 shares; 2024Q4: 2,604 shares; 2025Q1: 2,560 shares; 2025Q2: 2,085 shares; 2025Q3: 2,023 shares; 2025Q4: 2,294 shares; 2026Q1: 2,128 shares 2,128 $254K <0.01% -166 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,398 shares; 2025Q2: 5,105 shares; 2025Q3: 4,880 shares; 2025Q4: 4,338 shares; 2026Q1: 3,223 shares 3,223 $254K <0.01% -1,115 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 4,433 shares; 2025Q1: 6,531 shares; 2025Q2: 2,111 shares; 2025Q3: 6,142 shares; 2025Q4: 1,775 shares; 2026Q1: 1,766 shares 1,766 $254K <0.01% -9 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 5,098 shares; 2025Q3: 4,562 shares; 2025Q4: not reported; 2026Q1: 4,581 shares 4,581 $253K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,377 shares; 2026Q1: 3,383 shares 3,383 $252K <0.01% +6 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,051 shares 7,051 $251K <0.01% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,074 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,292 shares; 2026Q1: 3,309 shares 3,309 $250K <0.01% +17 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 15,959 shares; 2025Q1: 16,293 shares; 2025Q2: 16,534 shares; 2025Q3: 15,751 shares; 2025Q4: 15,928 shares; 2026Q1: 16,152 shares 16,152 $250K <0.01% +224 Timeline LENZ LENZ THERAPEUTICS INC More: the full row for LENZ THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,504 shares; 2024Q4: 27,304 shares; 2025Q1: 27,304 shares; 2025Q2: 27,304 shares; 2025Q3: 27,304 shares; 2025Q4: 27,304 shares; 2026Q1: 27,304 shares 27,304 $250K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,434 shares; 2026Q1: 1,387 shares 1,387 $250K <0.01% -47 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 2,244 shares 2,244 $249K <0.01% +359 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,234 shares; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 1,246 shares 1,246 $249K <0.01% +63 Timeline QQXT 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: 60,470 shares; 2024Q4: 47,442 shares; 2025Q1: 4,534 shares; 2025Q2: 4,494 shares; 2025Q3: 4,295 shares; 2025Q4: 4,100 shares; 2026Q1: 2,550 shares 2,550 $249K <0.01% -1,550 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,094 shares; 2025Q4: 20,094 shares; 2026Q1: 26,969 shares 26,969 $248K <0.01% +6,875 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,823 shares; 2025Q1: 8,189 shares; 2025Q2: 6,909 shares; 2025Q3: 6,605 shares; 2025Q4: 6,565 shares; 2026Q1: 6,527 shares 6,527 $248K <0.01% -38 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,989 shares; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 2,861 shares; 2026Q1: 3,005 shares 3,005 $248K <0.01% +144 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,682 shares; 2026Q1: 2,576 shares 2,576 $247K <0.01% -1,106 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,759 shares; 2025Q1: 6,099 shares; 2025Q2: 5,617 shares; 2025Q3: 4,923 shares; 2025Q4: 3,967 shares; 2026Q1: 3,601 shares 3,601 $246K <0.01% -366 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,177 shares; 2026Q1: 11,871 shares 11,871 $246K <0.01% +694 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,634 shares 9,634 $246K <0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,084 shares 5,084 $244K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,204 shares; 2025Q2: 1,781 shares; 2025Q3: 1,290 shares; 2025Q4: 1,291 shares; 2026Q1: 1,361 shares 1,361 $244K <0.01% +70 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: 2,096 shares; 2025Q2: 2,530 shares; 2025Q3: 2,544 shares; 2025Q4: 2,629 shares; 2026Q1: 2,571 shares 2,571 $243K <0.01% -58 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: not reported; 2025Q4: 2,231 shares; 2026Q1: 2,211 shares 2,211 $242K <0.01% -20 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares 1,691 $242K <0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 15,850 shares; 2025Q4: 15,700 shares; 2026Q1: 13,200 shares 13,200 $241K <0.01% -2,500 Timeline VOX 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: 2,435 shares; 2024Q4: 2,804 shares; 2025Q1: 2,426 shares; 2025Q2: 1,503 shares; 2025Q3: 1,152 shares; 2025Q4: 1,248 shares; 2026Q1: 1,339 shares 1,339 $241K <0.01% +91 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,730 shares; 2025Q1: 5,694 shares; 2025Q2: 4,746 shares; 2025Q3: 4,754 shares; 2025Q4: 4,762 shares; 2026Q1: 4,770 shares 4,770 $241K <0.01% +8 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares 5,860 $241K <0.01% 0 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,185 shares; 2025Q2: 7,182 shares; 2025Q3: 7,212 shares; 2025Q4: 4,958 shares; 2026Q1: 4,944 shares 4,944 $240K <0.01% -14 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,581 shares; 2025Q3: 5,581 shares; 2025Q4: 5,660 shares; 2026Q1: 5,660 shares 5,660 $240K <0.01% 0 Timeline VTHR 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: 883 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 833 shares 833 $240K <0.01% -34 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,734 shares; 2025Q1: 5,045 shares; 2025Q2: 5,087 shares; 2025Q3: 3,367 shares; 2025Q4: 3,278 shares; 2026Q1: 3,095 shares 3,095 $239K <0.01% -183 Timeline HIMU 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: 4,258 shares; 2026Q1: 4,970 shares 4,970 $238K <0.01% +712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $238K <0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,707 shares 5,707 $237K <0.01% new Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,674 shares; 2025Q1: 12,186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,107 shares 6,107 $236K <0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,025 shares 2,025 $235K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares 318 $235K <0.01% new Timeline LTTI 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: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $235K <0.01% 0 Timeline OIH 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: 577 shares 577 $233K <0.01% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 4,688 shares; 2025Q1: 3,938 shares; 2025Q2: 4,763 shares; 2025Q3: 5,995 shares; 2025Q4: 6,320 shares; 2026Q1: 2,529 shares 2,529 $232K <0.01% -3,791 Timeline LODI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is 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: 9,213 shares 9,213 $232K <0.01% new Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,367 shares 10,367 $232K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,642 shares; 2024Q4: 24,762 shares; 2025Q1: 22,888 shares; 2025Q2: 22,301 shares; 2025Q3: 22,236 shares; 2025Q4: 21,412 shares; 2026Q1: 21,295 shares 21,295 $232K <0.01% -117 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is 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: 14,417 shares 14,417 $232K <0.01% new Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT 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: 1,425 shares 1,425 $231K <0.01% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,868 shares; 2025Q1: 37,761 shares; 2025Q2: 37,563 shares; 2025Q3: 37,882 shares; 2025Q4: 19,201 shares; 2026Q1: 4,915 shares 4,915 $231K <0.01% -14,286 Timeline DHS 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: 2,408 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares 2,115 $231K <0.01% 0 Timeline MLPX 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: 5,119 shares; 2024Q4: 5,173 shares; 2025Q1: 5,116 shares; 2025Q2: 4,743 shares; 2025Q3: 3,538 shares; 2025Q4: not reported; 2026Q1: 3,119 shares 3,119 $231K <0.01% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,486 shares; 2025Q1: 20,630 shares; 2025Q2: 27,544 shares; 2025Q3: 27,703 shares; 2025Q4: 26,032 shares; 2026Q1: 26,190 shares 26,190 $230K <0.01% +158 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,739 shares; 2026Q1: 2,140 shares 2,140 $230K <0.01% -599 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,630 shares; 2025Q2: 22,251 shares; 2025Q3: 21,456 shares; 2025Q4: 20,464 shares; 2026Q1: 19,601 shares 19,601 $229K <0.01% -863 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,645 shares; 2026Q1: 7,815 shares 7,815 $229K <0.01% +170 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,462 shares; 2025Q2: 7,451 shares; 2025Q3: 6,767 shares; 2025Q4: 6,261 shares; 2026Q1: 3,585 shares 3,585 $227K <0.01% -2,676 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,680 shares; 2025Q3: 9,315 shares; 2025Q4: 10,455 shares; 2026Q1: 11,290 shares 11,290 $224K <0.01% +835 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,806 shares; 2025Q2: 16,423 shares; 2025Q3: 17,779 shares; 2025Q4: 16,081 shares; 2026Q1: 14,305 shares 14,305 $224K <0.01% -1,776 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,851 shares; 2026Q1: 4,087 shares 4,087 $224K <0.01% +236 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,228 shares; 2025Q1: 1,634 shares; 2025Q2: 1,572 shares; 2025Q3: 1,379 shares; 2025Q4: 1,283 shares; 2026Q1: 1,296 shares 1,296 $224K <0.01% +13 Timeline IGLD 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: 8,764 shares 8,764 $224K <0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,900 shares; 2024Q4: 23,800 shares; 2025Q1: 25,300 shares; 2025Q2: 25,800 shares; 2025Q3: 50,017 shares; 2025Q4: 55,517 shares; 2026Q1: 54,936 shares 54,936 $222K <0.01% -581 Timeline WTPI 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: 6,953 shares 6,953 $222K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 17,907 shares; 2025Q1: 18,555 shares; 2025Q2: 20,063 shares; 2025Q3: 23,071 shares; 2025Q4: 22,436 shares; 2026Q1: 10,275 shares 10,275 $221K <0.01% -12,161 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,119 shares; 2025Q2: 3,193 shares; 2025Q3: 2,822 shares; 2025Q4: 2,672 shares; 2026Q1: 2,668 shares 2,668 $220K <0.01% -4 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,205 shares; 2025Q1: 2,188 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: 2,914 shares; 2026Q1: 2,917 shares 2,917 $220K <0.01% +3 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 7,633 shares; 2025Q1: 7,524 shares; 2025Q2: 7,325 shares; 2025Q3: 7,207 shares; 2025Q4: not reported; 2026Q1: 5,476 shares 5,476 $220K <0.01% new Timeline RDWR RADWARE LTD More: the full row for RADWARE 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: 8,964 shares; 2025Q4: 9,009 shares; 2026Q1: 8,309 shares 8,309 $219K <0.01% -700 Timeline BBJP 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: 9,324 shares; 2024Q4: 11,039 shares; 2025Q1: 6,357 shares; 2025Q2: not reported; 2025Q3: 3,072 shares; 2025Q4: 3,339 shares; 2026Q1: 3,173 shares 3,173 $219K <0.01% -166 Timeline GATX GATX CORP More: the full row for GATX 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: 1,348 shares; 2025Q4: 1,349 shares; 2026Q1: 1,278 shares 1,278 $218K <0.01% -71 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: 10,139 shares; 2025Q3: 18,480 shares; 2025Q4: 19,626 shares; 2026Q1: 18,952 shares 18,952 $218K <0.01% -674 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,249 shares; 2025Q4: 2,275 shares; 2026Q1: 2,252 shares 2,252 $218K <0.01% -23 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,025 shares 1,025 $217K <0.01% -26 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,521 shares 2,521 $217K <0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,734 shares; 2025Q3: 21,398 shares; 2025Q4: 22,710 shares; 2026Q1: 22,791 shares 22,791 $216K <0.01% +81 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 2,981 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,342 shares; 2025Q4: not reported; 2026Q1: 5,543 shares 5,543 $216K <0.01% new Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,471 shares; 2024Q4: 36,015 shares; 2025Q1: 36,172 shares; 2025Q2: 36,359 shares; 2025Q3: 36,307 shares; 2025Q4: 31,161 shares; 2026Q1: 6,450 shares 6,450 $216K <0.01% -24,711 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,906 shares; 2026Q1: 9,815 shares 9,815 $215K <0.01% +4,909 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 592 shares; 2025Q1: 525 shares; 2025Q2: 518 shares; 2025Q3: 482 shares; 2025Q4: 774 shares; 2026Q1: 399 shares 399 $215K <0.01% -375 Timeline OEFA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,931 shares; 2025Q3: 7,051 shares; 2025Q4: 7,366 shares; 2026Q1: 6,801 shares 6,801 $214K <0.01% -565 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,133 shares; 2024Q4: 12,303 shares; 2025Q1: 9,355 shares; 2025Q2: 4,561 shares; 2025Q3: 4,077 shares; 2025Q4: 4,087 shares; 2026Q1: 4,097 shares 4,097 $214K <0.01% +10 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,663 shares; 2025Q1: 3,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,211 shares; 2026Q1: 3,100 shares 3,100 $213K <0.01% -1,111 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 8,459 shares; 2025Q1: 7,196 shares; 2025Q2: 6,289 shares; 2025Q3: 5,321 shares; 2025Q4: 2,787 shares; 2026Q1: 2,993 shares 2,993 $213K <0.01% +206 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,621 shares; 2024Q4: 104,346 shares; 2025Q1: 142,645 shares; 2025Q2: 142,645 shares; 2025Q3: 175,989 shares; 2025Q4: 175,189 shares; 2026Q1: 173,939 shares 173,939 $212K <0.01% -1,250 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 16,398 shares 16,398 $211K <0.01% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 17,500 shares; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,550 shares 7,550 $211K <0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,610 shares 4,610 $210K <0.01% new Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,696 shares; 2026Q1: 6,730 shares 6,730 $210K <0.01% -3,966 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,051 shares 4,051 $209K <0.01% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,340 shares; 2025Q4: 11,579 shares; 2026Q1: 9,985 shares 9,985 $209K <0.01% -1,594 Timeline JPLD 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: 3,995 shares 3,995 $209K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,959 shares; 2025Q1: 6,902 shares; 2025Q2: 7,390 shares; 2025Q3: 7,592 shares; 2025Q4: not reported; 2026Q1: 2,021 shares 2,021 $208K <0.01% new Timeline EES 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: 3,572 shares 3,572 $207K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179 $207K <0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,034 shares 1,034 $207K <0.01% -27 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,820 shares 8,820 $206K <0.01% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,215 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares 5,215 $206K <0.01% 0 Timeline IBDZ 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: 10,792 shares; 2025Q3: 9,156 shares; 2025Q4: not reported; 2026Q1: 7,888 shares 7,888 $206K <0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,168 shares 1,168 $205K <0.01% new Timeline RYLD 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: 15,224 shares; 2024Q4: 20,256 shares; 2025Q1: 12,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,721 shares 13,721 $205K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,720 shares; 2025Q1: 2,372 shares; 2025Q2: 3,897 shares; 2025Q3: 3,249 shares; 2025Q4: 3,186 shares; 2026Q1: 1,868 shares 1,868 $205K <0.01% -1,318 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,046 shares; 2025Q1: 5,154 shares; 2025Q2: 2,029 shares; 2025Q3: 1,873 shares; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $205K <0.01% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,432 shares; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829 $205K <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: not reported; 2024Q4: 49,190 shares; 2025Q1: 38,060 shares; 2025Q2: 29,461 shares; 2025Q3: 9,412 shares; 2025Q4: 10,063 shares; 2026Q1: 9,840 shares 9,840 $204K <0.01% -223 Timeline CRH CRH PLC More: the full row for CRH 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: 1,922 shares; 2025Q4: 1,875 shares; 2026Q1: 1,936 shares 1,936 $204K <0.01% +61 Timeline SPTS 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: 48,994 shares; 2024Q4: 11,965 shares; 2025Q1: 9,556 shares; 2025Q2: 28,247 shares; 2025Q3: 25,757 shares; 2025Q4: 25,933 shares; 2026Q1: 6,952 shares 6,952 $203K <0.01% -18,981 Timeline HYDB 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: 4,506 shares; 2026Q1: 4,347 shares 4,347 $202K <0.01% -159 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,296 shares 9,296 $202K <0.01% new Timeline FXO 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: 12,213 shares; 2024Q4: 12,348 shares; 2025Q1: 11,952 shares; 2025Q2: 8,226 shares; 2025Q3: not reported; 2025Q4: 3,412 shares; 2026Q1: 3,584 shares 3,584 $201K <0.01% +172 Timeline FCG 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: 6,353 shares 6,353 $201K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,068 shares; 2025Q1: 4,100 shares; 2025Q2: 4,595 shares; 2025Q3: 4,652 shares; 2025Q4: 6,096 shares; 2026Q1: 1,267 shares 1,267 $200K <0.01% -4,829 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: not reported; 2026Q1: 569 shares 569 $200K <0.01% new Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,425 shares; 2024Q4: 32,938 shares; 2025Q1: 38,450 shares; 2025Q2: 23,321 shares; 2025Q3: 33,866 shares; 2025Q4: 36,748 shares; 2026Q1: 50,668 shares 50,668 $199K <0.01% +13,920 Timeline YYY 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: 32,809 shares; 2024Q4: 32,530 shares; 2025Q1: 25,998 shares; 2025Q2: 22,889 shares; 2025Q3: 19,915 shares; 2025Q4: 20,217 shares; 2026Q1: 18,020 shares 18,020 $199K <0.01% -2,197 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: not reported; 2026Q1: 10,030 shares 10,030 $198K <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,495 shares 22,495 $197K <0.01% new Timeline YMAX TIDAL TRUST II More: the full row for TIDAL 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: 13,240 shares; 2025Q4: 13,240 shares; 2026Q1: 25,051 shares 25,051 $196K <0.01% +11,811 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,425 shares; 2026Q1: 12,429 shares 12,429 $196K <0.01% +1,004 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,951 shares; 2024Q4: 19,348 shares; 2025Q1: 13,933 shares; 2025Q2: 14,099 shares; 2025Q3: 13,827 shares; 2025Q4: 13,726 shares; 2026Q1: 13,524 shares 13,524 $195K <0.01% -202 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,620 shares; 2025Q1: 139,156 shares; 2025Q2: 156,140 shares; 2025Q3: 226,142 shares; 2025Q4: 254,812 shares; 2026Q1: 265,159 shares 265,159 $195K <0.01% +10,347 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,585 shares 10,585 $195K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,854 shares; 2024Q4: 82,936 shares; 2025Q1: 90,876 shares; 2025Q2: 103,832 shares; 2025Q3: 101,544 shares; 2025Q4: 97,735 shares; 2026Q1: 13,034 shares 13,034 $193K <0.01% -84,701 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,660 shares; 2025Q1: 17,018 shares; 2025Q2: 26,608 shares; 2025Q3: 30,483 shares; 2025Q4: 54,313 shares; 2026Q1: 36,598 shares 36,598 $189K <0.01% -17,715 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,053 shares; 2024Q4: 25,418 shares; 2025Q1: 19,738 shares; 2025Q2: 18,306 shares; 2025Q3: 23,920 shares; 2025Q4: 15,503 shares; 2026Q1: 15,298 shares 15,298 $189K <0.01% -205 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,767 shares; 2024Q4: 16,613 shares; 2025Q1: 20,279 shares; 2025Q2: 24,297 shares; 2025Q3: 26,756 shares; 2025Q4: 24,909 shares; 2026Q1: 25,805 shares 25,805 $188K <0.01% +896 Timeline PGF 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: 15,585 shares; 2024Q4: 15,585 shares; 2025Q1: 15,585 shares; 2025Q2: 15,585 shares; 2025Q3: 15,585 shares; 2025Q4: 13,585 shares; 2026Q1: 13,585 shares 13,585 $187K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 18,563 shares; 2025Q1: 21,721 shares; 2025Q2: 21,270 shares; 2025Q3: 21,144 shares; 2025Q4: 19,924 shares; 2026Q1: 21,095 shares 21,095 $183K <0.01% +1,171 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,709 shares; 2024Q4: 29,809 shares; 2025Q1: 29,809 shares; 2025Q2: 24,009 shares; 2025Q3: 24,009 shares; 2025Q4: 23,109 shares; 2026Q1: 23,698 shares 23,698 $182K <0.01% +589 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,482 shares; 2025Q4: 10,511 shares; 2026Q1: 10,649 shares 10,649 $175K <0.01% +138 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 10,979 shares; 2025Q4: 11,013 shares; 2026Q1: 10,407 shares 10,407 $174K <0.01% -606 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 35,353 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $173K <0.01% 0 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A Quarterly shares; oldest to newest; scale is 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 $170K <0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 15,825 shares; 2025Q1: 15,123 shares; 2025Q2: 15,123 shares; 2025Q3: 15,123 shares; 2025Q4: 15,123 shares; 2026Q1: 14,122 shares 14,122 $170K <0.01% -1,001 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,035 shares; 2024Q4: 24,135 shares; 2025Q1: 19,330 shares; 2025Q2: 9,539 shares; 2025Q3: not reported; 2025Q4: 12,045 shares; 2026Q1: 10,083 shares 10,083 $169K <0.01% -1,962 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is 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: 13,604 shares 13,604 $169K <0.01% new Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 19,572 shares; 2025Q1: 17,193 shares; 2025Q2: 17,295 shares; 2025Q3: 17,397 shares; 2025Q4: 17,498 shares; 2026Q1: 17,600 shares 17,600 $167K <0.01% +102 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: 13,027 shares; 2025Q1: 24,934 shares; 2025Q2: 24,511 shares; 2025Q3: 14,808 shares; 2025Q4: 11,838 shares; 2026Q1: 14,439 shares 14,439 $159K <0.01% +2,601 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,597 shares; 2025Q3: 16,915 shares; 2025Q4: 16,044 shares; 2026Q1: 14,044 shares 14,044 $155K <0.01% -2,000 Timeline FDSB FIFTH DIST BANCORP INC More: the full row for FIFTH DIST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,178 shares; 2025Q1: 15,178 shares; 2025Q2: 15,178 shares; 2025Q3: 14,204 shares; 2025Q4: 10,260 shares; 2026Q1: 10,260 shares 10,260 $152K <0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is 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: 10,817 shares 10,817 $149K <0.01% new Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 17,700 shares 17,700 $148K <0.01% +4,300 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: 27,666 shares; 2024Q4: 27,755 shares; 2025Q1: 27,842 shares; 2025Q2: 28,038 shares; 2025Q3: 27,884 shares; 2025Q4: 26,114 shares; 2026Q1: 26,156 shares 26,156 $146K <0.01% +42 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 26,773 shares; 2025Q1: 27,018 shares; 2025Q2: 25,834 shares; 2025Q3: 75,584 shares; 2025Q4: 25,084 shares; 2026Q1: 25,015 shares 25,015 $145K <0.01% -69 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,800 shares 10,800 $141K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is 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: 13,813 shares 13,813 $140K <0.01% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,371 shares; 2024Q4: 31,579 shares; 2025Q1: 32,146 shares; 2025Q2: 27,324 shares; 2025Q3: 29,063 shares; 2025Q4: 29,493 shares; 2026Q1: 27,278 shares 27,278 $139K <0.01% -2,215 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,605 shares; 2026Q1: 14,605 shares 14,605 $136K <0.01% 0 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,137 shares; 2024Q4: 16,522 shares; 2025Q1: 21,992 shares; 2025Q2: 18,987 shares; 2025Q3: 23,240 shares; 2025Q4: 27,582 shares; 2026Q1: 28,284 shares 28,284 $135K <0.01% +702 Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE 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: 26,200 shares; 2025Q4: 38,930 shares; 2026Q1: 31,280 shares 31,280 $130K <0.01% -7,650 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,682 shares; 2025Q4: 15,887 shares; 2026Q1: 15,640 shares 15,640 $129K <0.01% -247 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 11,314 shares 11,314 $125K <0.01% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,593 shares; 2025Q2: 10,755 shares; 2025Q3: 10,920 shares; 2025Q4: 11,135 shares; 2026Q1: 11,694 shares 11,694 $124K <0.01% +559 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is 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: 11,456 shares 11,456 $124K <0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,120 shares; 2025Q1: 20,088 shares; 2025Q2: 20,109 shares; 2025Q3: 16,948 shares; 2025Q4: 17,425 shares; 2026Q1: 17,802 shares 17,802 $124K <0.01% +377 Timeline DTCX DATACENTREX INC More: the full row for DATACENTREX 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: 42,507 shares; 2026Q1: 55,007 shares 55,007 $118K <0.01% +12,500 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,582 shares; 2024Q4: 21,974 shares; 2025Q1: 21,986 shares; 2025Q2: 22,213 shares; 2025Q3: 23,324 shares; 2025Q4: 17,076 shares; 2026Q1: 17,197 shares 17,197 $118K <0.01% +121 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,834 shares; 2024Q4: 19,834 shares; 2025Q1: 19,834 shares; 2025Q2: 19,966 shares; 2025Q3: 19,834 shares; 2025Q4: 19,834 shares; 2026Q1: 19,834 shares 19,834 $117K <0.01% 0 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 23,200 shares; 2025Q3: 26,200 shares; 2025Q4: 26,200 shares; 2026Q1: 26,200 shares 26,200 $115K <0.01% 0 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,785 shares; 2024Q4: 15,785 shares; 2025Q1: 15,785 shares; 2025Q2: 18,635 shares; 2025Q3: 16,635 shares; 2025Q4: 16,635 shares; 2026Q1: 15,345 shares 15,345 $113K <0.01% -1,290 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,546 shares; 2026Q1: 13,875 shares 13,875 $108K <0.01% +1,329 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,678 shares; 2025Q4: 14,733 shares; 2026Q1: 14,802 shares 14,802 $106K <0.01% +69 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,499 shares; 2025Q1: 13,535 shares; 2025Q2: 21,389 shares; 2025Q3: 25,897 shares; 2025Q4: 32,810 shares; 2026Q1: 30,622 shares 30,622 $105K <0.01% -2,188 Timeline NOAH NOAH HLDGS LTD More: the full row for NOAH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,430 shares 10,430 $103K <0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,396 shares; 2025Q4: 22,448 shares; 2026Q1: 22,761 shares 22,761 $103K <0.01% +313 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 10,100 shares; 2026Q1: 10,055 shares 10,055 $98.3K <0.01% -45 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,618 shares; 2024Q4: 43,778 shares; 2025Q1: 37,678 shares; 2025Q2: 32,124 shares; 2025Q3: 31,047 shares; 2025Q4: 28,809 shares; 2026Q1: 21,203 shares 21,203 $98.2K <0.01% -7,606 Timeline CMMB CHEMOMAB THERAPEUTICS LTD More: the full row for CHEMOMAB THERAPEUTICS 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: 51,710 shares; 2026Q1: 61,710 shares 61,710 $96.9K <0.01% +10,000 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 14,572 shares; 2025Q1: 14,677 shares; 2025Q2: 14,751 shares; 2025Q3: 14,751 shares; 2025Q4: 18,201 shares; 2026Q1: 16,395 shares 16,395 $96.1K <0.01% -1,806 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,930 shares; 2026Q1: 15,861 shares 15,861 $93.7K <0.01% -69 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS 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: 12,500 shares; 2026Q1: 11,500 shares 11,500 $91.3K <0.01% -1,000 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,881 shares; 2025Q4: 19,940 shares; 2026Q1: 11,240 shares 11,240 $91.3K <0.01% -8,700 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 14,175 shares; 2025Q1: 14,175 shares; 2025Q2: 14,175 shares; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares; 2026Q1: 12,275 shares 12,275 $90.3K <0.01% 0 Timeline IMPP IMPERIAL PETE INC More: the full row for IMPERIAL PETE 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: 22,850 shares; 2026Q1: 19,650 shares 19,650 $84.1K <0.01% -3,200 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,600 shares; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 43,152 shares; 2025Q4: 18,968 shares; 2026Q1: 18,500 shares 18,500 $81.2K <0.01% -468 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 10,955 shares; 2025Q4: 11,980 shares; 2026Q1: 11,460 shares 11,460 $79.6K <0.01% -520 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $77K <0.01% new Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 10,966 shares; 2025Q1: 10,966 shares; 2025Q2: 10,966 shares; 2025Q3: 10,966 shares; 2025Q4: 10,966 shares; 2026Q1: 10,966 shares 10,966 $71.1K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,428 shares; 2025Q3: 11,683 shares; 2025Q4: 11,683 shares; 2026Q1: 10,512 shares 10,512 $69.1K <0.01% -1,171 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,500 shares; 2024Q4: 59,700 shares; 2025Q1: 58,450 shares; 2025Q2: 58,450 shares; 2025Q3: 58,450 shares; 2025Q4: 58,450 shares; 2026Q1: 58,450 shares 58,450 $66.6K <0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF 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: 27,900 shares; 2025Q3: 49,900 shares; 2025Q4: 51,200 shares; 2026Q1: 49,600 shares 49,600 $65.5K <0.01% -1,600 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 31,166 shares 31,166 $65.1K <0.01% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,025 shares; 2025Q1: 16,825 shares; 2025Q2: 31,400 shares; 2025Q3: 20,300 shares; 2025Q4: 20,300 shares; 2026Q1: 20,300 shares 20,300 $60.9K <0.01% 0 Timeline GRCE GRACE THERAPEUTICS INC More: the full row for GRACE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares 13,000 $60.2K <0.01% new Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,341 shares; 2024Q4: 48,341 shares; 2025Q1: 48,341 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 16,000 shares; 2026Q1: 12,800 shares 12,800 $58.2K <0.01% -3,200 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,390 shares; 2025Q3: 10,000 shares; 2025Q4: 10,500 shares; 2026Q1: 38,000 shares 38,000 $53.2K <0.01% +27,500 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 40,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $49.5K <0.01% 0 COTY COTY INC More: the full row for COTY 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: 23,451 shares 23,451 $47.1K <0.01% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE 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: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $44.6K <0.01% 0 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 11,800 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares 12,700 $44.3K <0.01% 0 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,822 shares; 2025Q1: 22,822 shares; 2025Q2: 22,822 shares; 2025Q3: 22,822 shares; 2025Q4: 20,321 shares; 2026Q1: 17,821 shares 17,821 $44.2K <0.01% -2,500 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,725 shares; 2024Q4: 23,025 shares; 2025Q1: 13,525 shares; 2025Q2: 19,525 shares; 2025Q3: 15,525 shares; 2025Q4: 17,025 shares; 2026Q1: 24,525 shares 24,525 $43.2K <0.01% +7,500 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,605 shares; 2026Q1: 20,605 shares 20,605 $42.7K <0.01% +1,000 Timeline OPENL OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,558 shares; 2026Q1: 165,599 shares 165,599 $40.7K <0.01% +114,041 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,400 shares; 2025Q2: 11,800 shares; 2025Q3: 10,700 shares; 2025Q4: 11,100 shares; 2026Q1: 12,300 shares 12,300 $40.1K <0.01% +1,200 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: not reported; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 17,025 shares; 2025Q3: 16,825 shares; 2025Q4: 14,600 shares; 2026Q1: 16,100 shares 16,100 $39.9K <0.01% +1,500 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 16,000 shares 16,000 $36.8K <0.01% +3,000 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,102 shares; 2025Q4: 12,102 shares; 2026Q1: 12,802 shares 12,802 $35.6K <0.01% +700 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,800 shares; 2026Q1: 11,300 shares 11,300 $35K <0.01% -9,500 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,596 shares; 2024Q4: 151,881 shares; 2025Q1: 151,881 shares; 2025Q2: 150,381 shares; 2025Q3: 150,381 shares; 2025Q4: 71,761 shares; 2026Q1: 51,761 shares 51,761 $33.2K <0.01% -20,000 Timeline OPENW OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,543 shares; 2026Q1: 50,584 shares 50,584 $30.6K <0.01% +29,041 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 26,800 shares; 2025Q1: 26,800 shares; 2025Q2: 26,300 shares; 2025Q3: 25,300 shares; 2025Q4: 31,800 shares; 2026Q1: 34,300 shares 34,300 $30.5K <0.01% +2,500 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $30K <0.01% 0 Timeline BRCC BRC INC More: the full row for BRC 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: 23,100 shares; 2026Q1: 38,600 shares 38,600 $30K <0.01% +15,500 Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY 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: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 15,500 shares 15,500 $28.7K <0.01% -5,000 Timeline SEA LTD SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: not reported; 2026Q1: 28,000 shares 28,000 $27.3K <0.01% new ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,909 shares 10,909 $26.6K <0.01% new Timeline CRWG THEMES ETF TR More: the full row for THEMES 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: 10,508 shares 10,508 $24.9K <0.01% +508 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 16,000 shares 16,000 $22.7K <0.01% +2,500 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $22.5K <0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION 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: 13,000 shares 13,000 $22.1K <0.01% new Timeline CSTE CAESARSTONE LTD More: the full row for CAESARSTONE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 17,500 shares; 2025Q4: 18,000 shares; 2026Q1: 20,500 shares 20,500 $21.9K <0.01% +2,500 Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,450 shares; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 24,250 shares; 2025Q4: 23,250 shares; 2026Q1: 21,600 shares 21,600 $21.2K <0.01% -1,650 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $20.3K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $19.6K <0.01% new Timeline NRDY NERDY INC More: the full row for NERDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 15,600 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 23,600 shares; 2026Q1: 23,600 shares 23,600 $19.3K <0.01% 0 Timeline HMR HEIDMAR MARITIME HLDGS CORP More: the full row for HEIDMAR MARITIME HLDGS 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: 10,910 shares; 2025Q4: 22,400 shares; 2026Q1: 22,400 shares 22,400 $18.9K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,234 shares; 2026Q1: 11,524 shares 11,524 $18.7K <0.01% -33,710 Timeline TOON KARTOON STUDIOS INC. More: the full row for KARTOON STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 13,600 shares; 2025Q1: 16,100 shares; 2025Q2: 18,650 shares; 2025Q3: 21,050 shares; 2025Q4: 27,250 shares; 2026Q1: 28,050 shares 28,050 $17.5K <0.01% +800 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,750 shares; 2024Q4: 28,250 shares; 2025Q1: 27,250 shares; 2025Q2: 27,250 shares; 2025Q3: 27,250 shares; 2025Q4: 27,250 shares; 2026Q1: 27,250 shares 27,250 $16.1K <0.01% 0 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,100 shares 13,100 $15.1K <0.01% new Timeline TELO TELOMIR PHARMACEUTICALS INC More: the full row for TELOMIR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $14.3K <0.01% 0 Timeline KNDI KANDI TECHNOLOGIES GROUP INC More: the full row for KANDI TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $13.4K <0.01% new Timeline VANI VIVANI MEDICAL INC More: the full row for VIVANI MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,216 shares 12,216 $12.2K <0.01% new Timeline GPRO GOPRO INC More: the full row for GOPRO 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: 15,320 shares; 2025Q4: 15,321 shares; 2026Q1: 15,320 shares 15,320 $11.8K <0.01% -1 Timeline BZFD BUZZFEED INC More: the full row for BUZZFEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $8.7K <0.01% 0 Timeline XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 10,596 shares; 2025Q1: 10,596 shares; 2025Q2: 10,596 shares; 2025Q3: 10,596 shares; 2025Q4: 10,596 shares; 2026Q1: 10,596 shares 10,596 $8.69K <0.01% 0 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 10,000 shares 10,000 $7.74K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $7.74K <0.01% 0 Timeline PRZO PARAZERO TECHNOLOGIES LTD More: the full row for PARAZERO TECHNOLOGIES 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $7.71K <0.01% 0 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE 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: 13,650 shares; 2025Q4: 14,650 shares; 2026Q1: 14,500 shares 14,500 $7.49K <0.01% -150 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 12,500 shares 12,500 $7.09K <0.01% +2,000 Timeline FEMY FEMASYS INC More: the full row for FEMASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $6.3K <0.01% new Timeline OPENZ OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,560 shares; 2026Q1: 20,599 shares 20,599 $4.85K <0.01% -961 Timeline JOB GEE GROUP INC More: the full row for GEE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $3.36K <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: 26,140 shares 26,140 $183 <0.01% new BLACKROCK UTILS INFRASTRUCTU BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is 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: 11,648 shares 11,648 $93 <0.01% new