BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 7,449 shares; 2026Q1: 7,449 shares 7,449 $357K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 2,578 shares; 2025Q1: 2,343 shares; 2025Q2: 2,320 shares; 2025Q3: 4,381 shares; 2025Q4: 3,861 shares; 2026Q1: 3,948 shares 3,948 $357K <0.01% +87 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,939 shares; 2025Q1: 622 shares; 2025Q2: 595 shares; 2025Q3: 619 shares; 2025Q4: 551 shares; 2026Q1: 489 shares 489 $357K <0.01% -62 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares 7,473 $356K <0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,354 shares; 2024Q4: 34,354 shares; 2025Q1: 34,434 shares; 2025Q2: 31,771 shares; 2025Q3: 31,413 shares; 2025Q4: 31,438 shares; 2026Q1: 31,438 shares 31,438 $356K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $355K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 10,239 shares; 2025Q1: 6,328 shares; 2025Q2: 7,543 shares; 2025Q3: 8,039 shares; 2025Q4: 8,307 shares; 2026Q1: 6,732 shares 6,732 $355K <0.01% -1,575 Timeline XISE 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: 20,083 shares; 2024Q4: 21,061 shares; 2025Q1: 12,182 shares; 2025Q2: 12,182 shares; 2025Q3: 11,788 shares; 2025Q4: 11,790 shares; 2026Q1: 11,795 shares 11,795 $353K <0.01% +5 Timeline SPUT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,155 shares; 2026Q1: 13,290 shares 13,290 $352K <0.01% +4,135 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 16,181 shares; 2025Q1: 14,711 shares; 2025Q2: 8,116 shares; 2025Q3: 7,328 shares; 2025Q4: 7,925 shares; 2026Q1: 6,981 shares 6,981 $350K <0.01% -944 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,182 shares; 2025Q1: 7,423 shares; 2025Q2: 7,643 shares; 2025Q3: 8,553 shares; 2025Q4: 8,446 shares; 2026Q1: 8,933 shares 8,933 $349K <0.01% +487 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,608 shares; 2025Q4: 6,198 shares; 2026Q1: 6,885 shares 6,885 $349K <0.01% +687 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 6,887 shares; 2025Q4: 6,359 shares; 2026Q1: 6,100 shares 6,100 $348K <0.01% -259 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,084 shares 4,084 $346K <0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $346K <0.01% new Timeline EZM 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: 5,049 shares; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,149 shares; 2026Q1: 5,149 shares 5,149 $346K <0.01% 0 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES 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: 28,322 shares 28,322 $346K <0.01% new Timeline PDP 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,876 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,807 shares; 2026Q1: 2,849 shares 2,849 $344K <0.01% +42 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,376 shares; 2025Q1: 3,236 shares; 2025Q2: 3,199 shares; 2025Q3: 3,323 shares; 2025Q4: 9,974 shares; 2026Q1: 3,815 shares 3,815 $344K <0.01% -6,159 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,261 shares; 2025Q3: 2,321 shares; 2025Q4: 2,071 shares; 2026Q1: 2,089 shares 2,089 $342K <0.01% +18 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 1,739 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,719 shares; 2025Q4: 1,710 shares; 2026Q1: 1,734 shares 1,734 $341K <0.01% +24 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL 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: 28,567 shares 28,567 $339K <0.01% new Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,468 shares 4,468 $338K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares; 2025Q4: 15,467 shares; 2026Q1: 17,038 shares 17,038 $337K <0.01% +1,571 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,520 shares; 2024Q4: 6,041 shares; 2025Q1: 4,290 shares; 2025Q2: 69,583 shares; 2025Q3: 69,720 shares; 2025Q4: 5,098 shares; 2026Q1: 3,114 shares 3,114 $337K <0.01% -1,984 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,410 shares; 2025Q1: 5,155 shares; 2025Q2: 41,575 shares; 2025Q3: 6,174 shares; 2025Q4: 5,938 shares; 2026Q1: 5,254 shares 5,254 $337K <0.01% -684 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares; 2026Q1: 3,367 shares 3,367 $336K <0.01% -1,201 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,572 shares; 2026Q1: 7,161 shares 7,161 $335K <0.01% +589 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,045 shares 40,045 $334K <0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 5,998 shares 5,998 $334K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 6,623 shares; 2025Q1: 6,294 shares; 2025Q2: 5,721 shares; 2025Q3: 5,684 shares; 2025Q4: 6,982 shares; 2026Q1: 6,826 shares 6,826 $333K <0.01% -156 Timeline JIG 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: 4,479 shares 4,479 $333K <0.01% new Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 12,457 shares; 2025Q1: 12,690 shares; 2025Q2: 12,868 shares; 2025Q3: 13,003 shares; 2025Q4: 13,202 shares; 2026Q1: 13,400 shares 13,400 $332K <0.01% +198 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 6,696 shares; 2025Q1: 6,496 shares; 2025Q2: 106,968 shares; 2025Q3: 7,165 shares; 2025Q4: 7,165 shares; 2026Q1: 6,346 shares 6,346 $332K <0.01% -819 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,563 shares; 2024Q4: 99,993 shares; 2025Q1: 95,421 shares; 2025Q2: 93,456 shares; 2025Q3: 95,720 shares; 2025Q4: 17,445 shares; 2026Q1: 13,319 shares 13,319 $332K <0.01% -4,126 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 2,631 shares; 2025Q1: 2,600 shares; 2025Q2: 2,763 shares; 2025Q3: 2,898 shares; 2025Q4: 2,799 shares; 2026Q1: 2,552 shares 2,552 $331K <0.01% -247 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,758 shares; 2025Q1: 8,747 shares; 2025Q2: 9,145 shares; 2025Q3: 9,145 shares; 2025Q4: 9,091 shares; 2026Q1: 9,091 shares 9,091 $331K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,822 shares; 2025Q1: 2,505 shares; 2025Q2: 1,318 shares; 2025Q3: 1,200 shares; 2025Q4: 1,267 shares; 2026Q1: 1,189 shares 1,189 $330K <0.01% -78 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,192 shares; 2025Q1: 4,194 shares; 2025Q2: 4,115 shares; 2025Q3: 3,863 shares; 2025Q4: 3,651 shares; 2026Q1: 6,541 shares 6,541 $330K <0.01% +2,890 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 837 shares 837 $330K <0.01% +12 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,660 shares; 2025Q3: 1,671 shares; 2025Q4: 1,968 shares; 2026Q1: 2,013 shares 2,013 $329K <0.01% +45 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,704 shares; 2026Q1: 3,507 shares 3,507 $329K <0.01% -197 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares; 2026Q1: 1,212 shares 1,212 $328K <0.01% -1,579 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 11,031 shares; 2025Q1: not reported; 2025Q2: 10,841 shares; 2025Q3: 11,114 shares; 2025Q4: 12,601 shares; 2026Q1: 13,055 shares 13,055 $328K <0.01% +454 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 5,072 shares; 2025Q1: 3,798 shares; 2025Q2: 3,911 shares; 2025Q3: 4,001 shares; 2025Q4: 3,890 shares; 2026Q1: 3,736 shares 3,736 $325K <0.01% -154 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,841 shares; 2026Q1: 1,874 shares 1,874 $324K <0.01% +33 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,127 shares 11,127 $323K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,371 shares; 2025Q1: 2,757 shares; 2025Q2: 2,584 shares; 2025Q3: 2,103 shares; 2025Q4: 2,135 shares; 2026Q1: 1,875 shares 1,875 $323K <0.01% -260 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 2,495 shares; 2025Q1: 2,474 shares; 2025Q2: 2,001 shares; 2025Q3: 2,051 shares; 2025Q4: 2,066 shares; 2026Q1: 2,061 shares 2,061 $321K <0.01% -5 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,125 shares; 2025Q2: 2,099 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 2,016 shares 2,016 $319K <0.01% -38 Timeline FV 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: 10,194 shares; 2024Q4: 8,710 shares; 2025Q1: 7,560 shares; 2025Q2: 6,376 shares; 2025Q3: 5,545 shares; 2025Q4: 5,611 shares; 2026Q1: 5,285 shares 5,285 $319K <0.01% -326 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,156 shares 9,156 $317K <0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 21,549 shares 21,549 $317K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 7,481 shares; 2025Q1: 5,571 shares; 2025Q2: 3,447 shares; 2025Q3: 3,096 shares; 2025Q4: not reported; 2026Q1: 3,604 shares 3,604 $317K <0.01% new 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: 513 shares; 2024Q4: 522 shares; 2025Q1: 498 shares; 2025Q2: 485 shares; 2025Q3: 524 shares; 2025Q4: 534 shares; 2026Q1: 894 shares 894 $317K <0.01% +360 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,816 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,559 shares; 2025Q4: 3,476 shares; 2026Q1: 3,389 shares 3,389 $316K <0.01% -87 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: not reported; 2026Q1: 4,807 shares 4,807 $316K <0.01% new Timeline QQQJ 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: 7,956 shares; 2025Q4: 8,693 shares; 2026Q1: 8,694 shares 8,694 $315K <0.01% +1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,509 shares; 2025Q1: 3,009 shares; 2025Q2: 3,740 shares; 2025Q3: 2,703 shares; 2025Q4: 2,291 shares; 2026Q1: 2,241 shares 2,241 $314K <0.01% -50 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,302 shares; 2025Q3: 7,271 shares; 2025Q4: 9,521 shares; 2026Q1: 11,111 shares 11,111 $313K <0.01% +1,590 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 20,437 shares; 2025Q1: 11,958 shares; 2025Q2: 10,649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,425 shares 11,425 $312K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,186 shares; 2025Q4: 2,453 shares; 2026Q1: 3,963 shares 3,963 $312K <0.01% +1,510 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,454 shares 13,454 $311K <0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,767 shares; 2025Q3: 1,765 shares; 2025Q4: 1,863 shares; 2026Q1: 1,874 shares 1,874 $309K <0.01% +11 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: not reported; 2025Q1: 69,798 shares; 2025Q2: 72,219 shares; 2025Q3: 6,001 shares; 2025Q4: 3,272 shares; 2026Q1: 2,253 shares 2,253 $309K <0.01% -1,019 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares; 2026Q1: 5,082 shares 5,082 $309K <0.01% +363 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,449 shares 4,449 $309K <0.01% new Timeline MINT 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: 3,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares 3,066 $308K <0.01% new Timeline INMU 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: 10,535 shares; 2025Q3: 10,535 shares; 2025Q4: 11,065 shares; 2026Q1: 12,849 shares 12,849 $307K <0.01% +1,784 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,645 shares; 2025Q1: 1,454 shares; 2025Q2: 1,393 shares; 2025Q3: 2,189 shares; 2025Q4: 1,769 shares; 2026Q1: 2,004 shares 2,004 $307K <0.01% +235 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,881 shares; 2025Q1: 5,936 shares; 2025Q2: 6,638 shares; 2025Q3: 6,233 shares; 2025Q4: 6,286 shares; 2026Q1: 6,357 shares 6,357 $306K <0.01% +71 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 5,385 shares; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,605 shares; 2025Q4: 4,954 shares; 2026Q1: 5,486 shares 5,486 $306K <0.01% +532 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,318 shares 18,318 $306K <0.01% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,611 shares; 2024Q4: 15,611 shares; 2025Q1: 15,611 shares; 2025Q2: 15,611 shares; 2025Q3: 15,611 shares; 2025Q4: 15,611 shares; 2026Q1: 15,610 shares 15,610 $305K <0.01% -1 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME 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: 1,806 shares 1,806 $305K <0.01% new Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,983 shares 5,983 $305K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 406 shares; 2025Q2: 621 shares; 2025Q3: 890 shares; 2025Q4: 622 shares; 2026Q1: 717 shares 717 $305K <0.01% +95 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares 2,247 $304K <0.01% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is 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: 13,692 shares 13,692 $303K <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: 5,353 shares; 2024Q4: 5,333 shares; 2025Q1: 5,270 shares; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares; 2026Q1: 5,210 shares 5,210 $302K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares; 2026Q1: 308 shares 308 $302K <0.01% +16 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,770 shares; 2025Q1: 7,770 shares; 2025Q2: 7,770 shares; 2025Q3: 7,770 shares; 2025Q4: 7,770 shares; 2026Q1: 7,770 shares 7,770 $301K <0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 4,331 shares; 2025Q1: 79,139 shares; 2025Q2: 73,014 shares; 2025Q3: 19,085 shares; 2025Q4: 18,633 shares; 2026Q1: 17,413 shares 17,413 $300K <0.01% -1,220 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 7,119 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 8,262 shares; 2026Q1: 8,280 shares 8,280 $299K <0.01% +18 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,591 shares; 2024Q4: 21,895 shares; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: 1,528 shares; 2025Q4: 1,555 shares; 2026Q1: 2,042 shares 2,042 $298K <0.01% +487 Timeline PMMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,275 shares 11,275 $298K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,871 shares; 2025Q1: 3,942 shares; 2025Q2: 4,002 shares; 2025Q3: 4,034 shares; 2025Q4: 4,108 shares; 2026Q1: 4,280 shares 4,280 $296K <0.01% +172 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,070 shares; 2026Q1: 3,218 shares 3,218 $296K <0.01% +1,148 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,620 shares; 2025Q4: 8,927 shares; 2026Q1: 7,210 shares 7,210 $296K <0.01% -1,717 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 139,184 shares; 2025Q3: 6,445 shares; 2025Q4: 6,499 shares; 2026Q1: 5,988 shares 5,988 $296K <0.01% -511 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,975 shares; 2026Q1: 9,944 shares 9,944 $296K <0.01% -31 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,134 shares 3,134 $295K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,045 shares; 2025Q1: 13,563 shares; 2025Q2: 14,493 shares; 2025Q3: 18,222 shares; 2025Q4: 17,686 shares; 2026Q1: 17,307 shares 17,307 $294K <0.01% -379 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,244 shares; 2025Q1: 6,218 shares; 2025Q2: 6,431 shares; 2025Q3: 6,972 shares; 2025Q4: 8,220 shares; 2026Q1: 5,257 shares 5,257 $293K <0.01% -2,963 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,162 shares 6,162 $293K <0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,301 shares 2,301 $293K <0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $291K <0.01% new Timeline ELA ENVELA CORP More: the full row for ENVELA 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: 16,272 shares; 2026Q1: 17,442 shares 17,442 $291K <0.01% +1,170 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 1,921 shares; 2025Q4: 2,140 shares; 2026Q1: 2,148 shares 2,148 $289K <0.01% +8 Timeline VFH 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: not reported; 2024Q4: 1,773 shares; 2025Q1: 2,718 shares; 2025Q2: 42,711 shares; 2025Q3: 2,665 shares; 2025Q4: 2,799 shares; 2026Q1: 2,393 shares 2,393 $289K <0.01% -406 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: 3,120 shares; 2024Q4: 3,099 shares; 2025Q1: 3,114 shares; 2025Q2: 3,036 shares; 2025Q3: 3,065 shares; 2025Q4: 2,832 shares; 2026Q1: 2,807 shares 2,807 $288K <0.01% -25 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490 $288K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,676 shares; 2025Q1: 3,195 shares; 2025Q2: 3,090 shares; 2025Q3: 3,020 shares; 2025Q4: 3,111 shares; 2026Q1: 3,014 shares 3,014 $288K <0.01% -97 Timeline XJUN 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: 7,675 shares; 2024Q4: 7,575 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 6,825 shares; 2025Q4: 6,825 shares; 2026Q1: 6,575 shares 6,575 $282K <0.01% -250 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,819 shares; 2025Q4: 2,973 shares; 2026Q1: 3,936 shares 3,936 $282K <0.01% +963 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 6,082 shares; 2025Q1: 5,971 shares; 2025Q2: 5,882 shares; 2025Q3: 6,492 shares; 2025Q4: 6,462 shares; 2026Q1: 6,206 shares 6,206 $282K <0.01% -256 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,893 shares; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 5,443 shares; 2026Q1: 5,678 shares 5,678 $282K <0.01% +235 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: not reported; 2025Q2: 74,906 shares; 2025Q3: 77,663 shares; 2025Q4: 79,473 shares; 2026Q1: 4,070 shares 4,070 $282K <0.01% -75,403 Timeline RSDE 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: 12,422 shares; 2025Q2: 12,597 shares; 2025Q3: 12,397 shares; 2025Q4: 12,247 shares; 2026Q1: 12,847 shares 12,847 $282K <0.01% +600 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,628 shares; 2024Q4: 43,544 shares; 2025Q1: 42,534 shares; 2025Q2: 42,619 shares; 2025Q3: 2,315 shares; 2025Q4: 2,087 shares; 2026Q1: 2,094 shares 2,094 $281K <0.01% +7 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 14,391 shares; 2025Q1: 16,054 shares; 2025Q2: 15,748 shares; 2025Q3: 16,565 shares; 2025Q4: 13,338 shares; 2026Q1: 12,446 shares 12,446 $280K <0.01% -892 Timeline GDEC 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: 13,226 shares; 2025Q1: 13,226 shares; 2025Q2: 12,520 shares; 2025Q3: 11,331 shares; 2025Q4: 7,426 shares; 2026Q1: 7,557 shares 7,557 $280K <0.01% +131 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 13,608 shares; 2025Q1: 14,095 shares; 2025Q2: 14,103 shares; 2025Q3: 10,555 shares; 2025Q4: 11,349 shares; 2026Q1: 11,349 shares 11,349 $279K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,966 shares; 2025Q2: 20,126 shares; 2025Q3: 29,091 shares; 2025Q4: 29,354 shares; 2026Q1: 23,066 shares 23,066 $278K <0.01% -6,288 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 25,186 shares; 2025Q1: 22,916 shares; 2025Q2: 21,891 shares; 2025Q3: 21,072 shares; 2025Q4: 18,842 shares; 2026Q1: 18,473 shares 18,473 $277K <0.01% -369 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,532 shares; 2025Q3: 2,942 shares; 2025Q4: 3,076 shares; 2026Q1: 2,810 shares 2,810 $277K <0.01% -266 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,518 shares 5,518 $276K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 274 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 255 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $276K <0.01% 0 Timeline ISTB 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: 4,816 shares; 2025Q4: 5,248 shares; 2026Q1: 5,671 shares 5,671 $275K <0.01% +423 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 1,248 shares; 2026Q1: 1,315 shares 1,315 $275K <0.01% +67 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,326 shares 3,326 $274K <0.01% new Timeline XSHQ 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: 5,623 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,203 shares; 2026Q1: 6,503 shares 6,503 $274K <0.01% +300 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 7,362 shares; 2025Q1: not reported; 2025Q2: 9,297 shares; 2025Q3: 8,159 shares; 2025Q4: 9,953 shares; 2026Q1: 9,471 shares 9,471 $273K <0.01% -482 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,765 shares 10,765 $273K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER 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: 12,082 shares; 2025Q4: 10,784 shares; 2026Q1: 16,217 shares 16,217 $272K <0.01% +5,433 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,366 shares 5,366 $272K <0.01% new Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,380 shares 14,380 $270K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: not reported; 2025Q1: 6,840 shares; 2025Q2: 3,878 shares; 2025Q3: 3,271 shares; 2025Q4: 3,042 shares; 2026Q1: 3,262 shares 3,262 $267K <0.01% +220 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 992 shares; 2025Q4: 1,006 shares; 2026Q1: 998 shares 998 $266K <0.01% -8 Timeline XME 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: 5,637 shares; 2025Q3: 80,119 shares; 2025Q4: 70,785 shares; 2026Q1: 2,459 shares 2,459 $266K <0.01% -68,326 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,496 shares 8,496 $265K <0.01% new Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 4,190 shares 4,190 $264K <0.01% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,280 shares; 2026Q1: 6,228 shares 6,228 $264K <0.01% -52 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,796 shares; 2025Q3: 9,332 shares; 2025Q4: 9,537 shares; 2026Q1: 9,666 shares 9,666 $264K <0.01% +129 Timeline PICB 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: 8,592 shares; 2025Q3: 8,912 shares; 2025Q4: 9,342 shares; 2026Q1: 11,367 shares 11,367 $263K <0.01% +2,025 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 6,984 shares; 2025Q1: 6,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares 4,623 $263K <0.01% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,047 shares; 2024Q4: 15,231 shares; 2025Q1: 11,480 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares; 2025Q4: 10,081 shares; 2026Q1: 9,483 shares 9,483 $262K <0.01% -598 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is 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: 8,677 shares 8,677 $260K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 4,046 shares 4,046 $260K <0.01% +912 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,261 shares 14,261 $260K <0.01% new Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is 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: 8,795 shares 8,795 $259K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,773 shares; 2025Q1: 1,886 shares; 2025Q2: 3,220 shares; 2025Q3: 1,944 shares; 2025Q4: not reported; 2026Q1: 1,709 shares 1,709 $259K <0.01% new Timeline UEVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,513 shares 4,513 $258K <0.01% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 2,418 shares; 2025Q1: 2,282 shares; 2025Q2: 2,102 shares; 2025Q3: 1,976 shares; 2025Q4: 1,978 shares; 2026Q1: 2,008 shares 2,008 $258K <0.01% +30 Timeline FTNY 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: 38,122 shares; 2026Q1: 33,000 shares 33,000 $257K <0.01% -5,122 Timeline AVIG 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: 8,314 shares; 2024Q4: 7,902 shares; 2025Q1: not reported; 2025Q2: 5,218 shares; 2025Q3: 5,950 shares; 2025Q4: 6,092 shares; 2026Q1: 6,092 shares 6,092 $253K <0.01% 0 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,699 shares; 2024Q4: 13,296 shares; 2025Q1: 12,752 shares; 2025Q2: 12,752 shares; 2025Q3: 6,399 shares; 2025Q4: 6,399 shares; 2026Q1: 6,399 shares 6,399 $252K <0.01% 0 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: 11,243 shares 11,243 $251K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,370 shares; 2025Q1: 11,916 shares; 2025Q2: 12,402 shares; 2025Q3: 15,500 shares; 2025Q4: 15,822 shares; 2026Q1: 16,836 shares 16,836 $251K <0.01% +1,014 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,555 shares 5,555 $250K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,721 shares; 2024Q4: 9,540 shares; 2025Q1: 5,897 shares; 2025Q2: 4,481 shares; 2025Q3: 4,483 shares; 2025Q4: 4,072 shares; 2026Q1: 3,872 shares 3,872 $250K <0.01% -200 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,387 shares; 2026Q1: 1,397 shares 1,397 $249K <0.01% +10 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: not reported; 2025Q1: 14,210 shares; 2025Q2: 4,880 shares; 2025Q3: 4,297 shares; 2025Q4: 11,572 shares; 2026Q1: 4,476 shares 4,476 $248K <0.01% -7,096 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 3,398 shares 3,398 $247K <0.01% +436 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 1,093 shares; 2025Q4: 905 shares; 2026Q1: 928 shares 928 $247K <0.01% +23 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,257 shares 3,257 $246K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,721 shares; 2025Q4: 1,822 shares; 2026Q1: 1,761 shares 1,761 $246K <0.01% -61 Timeline XSLV 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: 10,941 shares; 2024Q4: 10,781 shares; 2025Q1: 10,412 shares; 2025Q2: 10,136 shares; 2025Q3: 5,245 shares; 2025Q4: 5,213 shares; 2026Q1: 5,206 shares 5,206 $246K <0.01% -7 Timeline ALTY 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: 30,917 shares; 2025Q4: 42,159 shares; 2026Q1: 20,380 shares 20,380 $245K <0.01% -21,779 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,260 shares 2,260 $245K <0.01% new Timeline RSPE 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: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,300 shares 8,300 $244K <0.01% +300 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: 6,856 shares 6,856 $244K <0.01% new 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: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $244K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,863 shares; 2026Q1: 5,914 shares 5,914 $243K <0.01% +51 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: 545 shares; 2025Q2: 499 shares; 2025Q3: 561 shares; 2025Q4: 574 shares; 2026Q1: 545 shares 545 $243K <0.01% -29 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,270 shares 8,270 $243K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,944 shares; 2025Q1: 6,991 shares; 2025Q2: 7,036 shares; 2025Q3: 7,088 shares; 2025Q4: 5,353 shares; 2026Q1: 5,405 shares 5,405 $242K <0.01% +52 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 1,456 shares 1,456 $242K <0.01% -9 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 980 shares 980 $240K <0.01% -627 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: 5,068 shares; 2025Q3: 5,894 shares; 2025Q4: 5,898 shares; 2026Q1: 5,111 shares 5,111 $240K <0.01% -787 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 982 shares; 2025Q1: 1,879 shares; 2025Q2: 1,490 shares; 2025Q3: 1,447 shares; 2025Q4: 1,418 shares; 2026Q1: 1,107 shares 1,107 $240K <0.01% -311 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 819 shares 819 $240K <0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,834 shares 8,834 $240K <0.01% new 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: 14,907 shares 14,907 $240K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,309 shares; 2025Q1: 3,495 shares; 2025Q2: 3,539 shares; 2025Q3: 3,558 shares; 2025Q4: 3,460 shares; 2026Q1: 3,524 shares 3,524 $240K <0.01% +64 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,172 shares 11,172 $239K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,174 shares; 2025Q1: 89,188 shares; 2025Q2: 89,355 shares; 2025Q3: 4,975 shares; 2025Q4: 4,485 shares; 2026Q1: 2,032 shares 2,032 $239K <0.01% -2,453 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,033 shares; 2025Q2: 34,043 shares; 2025Q3: 57,744 shares; 2025Q4: 24,754 shares; 2026Q1: 20,036 shares 20,036 $238K <0.01% -4,718 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,802 shares; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 3,456 shares; 2025Q4: 4,455 shares; 2026Q1: 4,029 shares 4,029 $238K <0.01% -426 Timeline XDEC 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: 5,772 shares; 2026Q1: 5,893 shares 5,893 $238K <0.01% +121 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 6,995 shares; 2026Q1: 6,995 shares 6,995 $237K <0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,469 shares; 2025Q4: 4,924 shares; 2026Q1: 4,971 shares 4,971 $236K <0.01% +47 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,789 shares; 2025Q2: 9,613 shares; 2025Q3: not reported; 2025Q4: 5,205 shares; 2026Q1: 4,737 shares 4,737 $236K <0.01% -468 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,132 shares 4,132 $235K <0.01% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,036 shares; 2025Q1: 3,981 shares; 2025Q2: 3,040 shares; 2025Q3: 3,013 shares; 2025Q4: 2,962 shares; 2026Q1: 2,794 shares 2,794 $235K <0.01% -168 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: not reported; 2025Q4: not reported; 2026Q1: 1,523 shares 1,523 $234K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,292 shares 3,292 $234K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 2,995 shares; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,739 shares; 2025Q4: 2,571 shares; 2026Q1: 2,747 shares 2,747 $233K <0.01% +176 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,653 shares; 2026Q1: 8,536 shares 8,536 $233K <0.01% -117 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 6,871 shares; 2025Q1: 7,122 shares; 2025Q2: 6,202 shares; 2025Q3: 5,943 shares; 2025Q4: 5,511 shares; 2026Q1: 5,511 shares 5,511 $230K <0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,459 shares; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,449 shares 1,449 $230K <0.01% -10 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 4,229 shares; 2026Q1: 3,346 shares 3,346 $229K <0.01% -883 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares 3,033 $228K <0.01% new Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,683 shares 9,683 $228K <0.01% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 8,943 shares; 2025Q1: 8,943 shares; 2025Q2: 8,900 shares; 2025Q3: 8,802 shares; 2025Q4: 9,928 shares; 2026Q1: 9,836 shares 9,836 $228K <0.01% -92 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 11,139 shares; 2025Q1: 11,143 shares; 2025Q2: 11,148 shares; 2025Q3: 11,153 shares; 2025Q4: 11,158 shares; 2026Q1: 11,162 shares 11,162 $227K <0.01% +4 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 2,271 shares; 2025Q4: 2,277 shares; 2026Q1: 2,665 shares 2,665 $226K <0.01% +388 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares 5,713 $225K <0.01% new Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,197 shares 8,197 $225K <0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,384 shares; 2024Q4: 19,498 shares; 2025Q1: 19,498 shares; 2025Q2: 19,384 shares; 2025Q3: 176,832 shares; 2025Q4: 19,358 shares; 2026Q1: 19,358 shares 19,358 $225K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 6,076 shares; 2025Q1: 3,076 shares; 2025Q2: 2,460 shares; 2025Q3: 2,394 shares; 2025Q4: 2,452 shares; 2026Q1: 2,380 shares 2,380 $224K <0.01% -72 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,143 shares 4,143 $223K <0.01% new Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,687 shares; 2026Q1: 4,687 shares 4,687 $223K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 829 shares 829 $221K <0.01% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is 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: 6,132 shares 6,132 $221K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,124 shares; 2024Q4: 20,124 shares; 2025Q1: 12,624 shares; 2025Q2: 14,513 shares; 2025Q3: 11,940 shares; 2025Q4: not reported; 2026Q1: 9,896 shares 9,896 $221K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,392 shares; 2024Q4: 4,943 shares; 2025Q1: 5,404 shares; 2025Q2: 5,266 shares; 2025Q3: 5,282 shares; 2025Q4: 5,935 shares; 2026Q1: 5,973 shares 5,973 $220K <0.01% +38 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,393 shares; 2025Q4: 7,480 shares; 2026Q1: 7,480 shares 7,480 $219K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares; 2025Q4: 42,109 shares; 2026Q1: 1,372 shares 1,372 $219K <0.01% -40,737 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,799 shares; 2025Q1: 9,415 shares; 2025Q2: 8,660 shares; 2025Q3: 7,692 shares; 2025Q4: 5,578 shares; 2026Q1: 5,630 shares 5,630 $218K <0.01% +52 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,331 shares; 2026Q1: 3,350 shares 3,350 $218K <0.01% +19 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,115 shares 1,115 $218K <0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 6,126 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares; 2025Q3: 5,845 shares; 2025Q4: 5,373 shares; 2026Q1: 5,265 shares 5,265 $217K <0.01% -108 Timeline QQEW 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: 1,706 shares 1,706 $217K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 26,880 shares; 2026Q1: 27,272 shares 27,272 $217K <0.01% +392 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,222 shares 2,222 $216K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,312 shares; 2024Q4: 14,283 shares; 2025Q1: 14,637 shares; 2025Q2: 10,396 shares; 2025Q3: 15,006 shares; 2025Q4: 14,657 shares; 2026Q1: 14,292 shares 14,292 $215K <0.01% -365 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 9,080 shares; 2025Q1: 9,036 shares; 2025Q2: not reported; 2025Q3: 4,581 shares; 2025Q4: 4,769 shares; 2026Q1: 4,613 shares 4,613 $214K <0.01% -156 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,311 shares; 2026Q1: 3,393 shares 3,393 $213K <0.01% +82 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,323 shares; 2025Q2: 21,665 shares; 2025Q3: 3,954 shares; 2025Q4: 61,345 shares; 2026Q1: 3,404 shares 3,404 $212K <0.01% -57,941 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 10,572 shares; 2026Q1: 710 shares 710 $212K <0.01% -9,862 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $212K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,741 shares 3,741 $212K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 300 shares 300 $211K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,037 shares 3,037 $210K <0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: not reported; 2026Q1: 1,220 shares 1,220 $209K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,826 shares; 2025Q1: 4,124 shares; 2025Q2: 2,927 shares; 2025Q3: 2,749 shares; 2025Q4: not reported; 2026Q1: 2,092 shares 2,092 $209K <0.01% new Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,919 shares; 2025Q4: not reported; 2026Q1: 4,480 shares 4,480 $209K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,455 shares; 2025Q4: 115,775 shares; 2026Q1: 5,497 shares 5,497 $209K <0.01% -110,278 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 7,113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,322 shares; 2025Q4: 4,384 shares; 2026Q1: 4,409 shares 4,409 $209K <0.01% +25 Timeline IFLN 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: 21,298 shares; 2024Q4: 13,865 shares; 2025Q1: 13,523 shares; 2025Q2: 13,436 shares; 2025Q3: 13,275 shares; 2025Q4: 11,614 shares; 2026Q1: 11,624 shares 11,624 $209K <0.01% +10 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,945 shares; 2024Q4: 11,581 shares; 2025Q1: 10,531 shares; 2025Q2: not reported; 2025Q3: 12,022 shares; 2025Q4: 7,282 shares; 2026Q1: 6,821 shares 6,821 $208K <0.01% -461 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,519 shares; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,111 shares; 2025Q4: 3,075 shares; 2026Q1: 2,904 shares 2,904 $208K <0.01% -171 Timeline FJAN 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: 6,353 shares; 2025Q2: 6,228 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,124 shares 4,124 $208K <0.01% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,078 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares 4,141 $208K <0.01% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,101 shares 4,101 $207K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,253 shares; 2025Q1: 1,942 shares; 2025Q2: 1,924 shares; 2025Q3: 2,160 shares; 2025Q4: 2,092 shares; 2026Q1: 2,238 shares 2,238 $207K <0.01% +146 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: 26,543 shares; 2024Q4: 39,360 shares; 2025Q1: 39,376 shares; 2025Q2: 39,426 shares; 2025Q3: 39,426 shares; 2025Q4: 39,376 shares; 2026Q1: 36,833 shares 36,833 $206K <0.01% -2,543 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares 4,983 $206K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,111 shares 5,111 $206K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 2,696 shares 2,696 $205K <0.01% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,831 shares; 2025Q1: 6,831 shares; 2025Q2: 6,811 shares; 2025Q3: 5,543 shares; 2025Q4: 7,755 shares; 2026Q1: 4,755 shares 4,755 $205K <0.01% -3,000 Timeline RNRG 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: 5,552 shares 5,552 $205K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,068 shares; 2025Q4: 3,038 shares; 2026Q1: 3,085 shares 3,085 $204K <0.01% +47 Timeline IYH 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: 3,246 shares; 2026Q1: 3,317 shares 3,317 $204K <0.01% +71 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 1,864 shares; 2026Q1: 1,834 shares 1,834 $204K <0.01% -30 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: not reported; 2025Q4: not reported; 2026Q1: 4,421 shares 4,421 $204K <0.01% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,035 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares 2,347 $204K <0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,466 shares; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 2,009 shares; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $203K <0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares 1,984 $202K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,609 shares 4,609 $202K <0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares 1,368 $202K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,711 shares; 2025Q3: 3,579 shares; 2025Q4: 3,264 shares; 2026Q1: 3,569 shares 3,569 $202K <0.01% +305 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares 371 $202K <0.01% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 7,943 shares; 2025Q3: 7,843 shares; 2025Q4: 7,693 shares; 2026Q1: 7,493 shares 7,493 $202K <0.01% -200 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 13,453 shares; 2025Q1: 12,821 shares; 2025Q2: 12,729 shares; 2025Q3: 15,345 shares; 2025Q4: 11,550 shares; 2026Q1: 11,649 shares 11,649 $201K <0.01% +99 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,898 shares 1,898 $200K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,262 shares; 2025Q4: 10,982 shares; 2026Q1: 12,607 shares 12,607 $200K <0.01% +1,625 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,022 shares; 2025Q1: 24,449 shares; 2025Q2: 19,568 shares; 2025Q3: 11,237 shares; 2025Q4: 10,872 shares; 2026Q1: 13,556 shares 13,556 $196K <0.01% +2,684 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,860 shares; 2024Q4: 19,605 shares; 2025Q1: 19,605 shares; 2025Q2: 19,055 shares; 2025Q3: 17,330 shares; 2025Q4: 14,830 shares; 2026Q1: 12,395 shares 12,395 $189K <0.01% -2,435 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI 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: 10,638 shares; 2026Q1: 15,770 shares 15,770 $188K <0.01% +5,132 Timeline BSCV 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: 10,594 shares; 2025Q4: 10,926 shares; 2026Q1: 11,047 shares 11,047 $182K <0.01% +121 Timeline XOP 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: 5,690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 994 shares 994 $181K <0.01% new Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 12,076 shares 12,076 $179K <0.01% +1,076 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,179 shares; 2024Q4: 83,179 shares; 2025Q1: 83,179 shares; 2025Q2: 83,179 shares; 2025Q3: 83,179 shares; 2025Q4: 83,179 shares; 2026Q1: 83,179 shares 83,179 $177K <0.01% 0 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,592 shares; 2024Q4: 15,092 shares; 2025Q1: 16,892 shares; 2025Q2: 16,892 shares; 2025Q3: 16,592 shares; 2025Q4: 16,592 shares; 2026Q1: 16,592 shares 16,592 $176K <0.01% 0 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: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 23,333 shares 23,333 $170K <0.01% +13,333 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,592 shares; 2024Q4: 16,592 shares; 2025Q1: 16,592 shares; 2025Q2: 16,592 shares; 2025Q3: 15,808 shares; 2025Q4: 15,808 shares; 2026Q1: 15,808 shares 15,808 $165K <0.01% 0 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,708 shares; 2025Q4: 12,808 shares; 2026Q1: 12,808 shares 12,808 $157K <0.01% 0 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: 28,250 shares; 2025Q2: 28,250 shares; 2025Q3: 40,750 shares; 2025Q4: 18,750 shares; 2026Q1: 14,400 shares 14,400 $156K <0.01% -4,350 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,980 shares; 2024Q4: 30,848 shares; 2025Q1: 31,750 shares; 2025Q2: 32,687 shares; 2025Q3: 29,445 shares; 2025Q4: 18,412 shares; 2026Q1: 18,951 shares 18,951 $152K <0.01% +539 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,450 shares; 2025Q4: 13,450 shares; 2026Q1: 13,450 shares 13,450 $150K <0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL 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: not reported; 2025Q4: not reported; 2026Q1: 16,218 shares 16,218 $146K <0.01% new Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 30,000 shares; 2026Q1: 20,000 shares 20,000 $141K <0.01% -10,000 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,005 shares; 2025Q1: 11,255 shares; 2025Q2: 11,255 shares; 2025Q3: 11,255 shares; 2025Q4: 11,255 shares; 2026Q1: 11,255 shares 11,255 $138K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,575 shares; 2025Q4: 11,969 shares; 2026Q1: 14,247 shares 14,247 $128K <0.01% +2,278 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,356 shares; 2025Q3: 10,426 shares; 2025Q4: 10,508 shares; 2026Q1: 10,426 shares 10,426 $127K <0.01% -82 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 15,285 shares; 2026Q1: 11,673 shares 11,673 $127K <0.01% -3,612 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: 11,030 shares; 2025Q3: 11,996 shares; 2025Q4: 11,166 shares; 2026Q1: 11,166 shares 11,166 $123K <0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 25,000 shares; 2025Q3: 24,750 shares; 2025Q4: 15,000 shares; 2026Q1: 35,000 shares 35,000 $122K <0.01% +20,000 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,745 shares 10,745 $121K <0.01% -255 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,425 shares; 2024Q4: 68,425 shares; 2025Q1: 84,425 shares; 2025Q2: 84,425 shares; 2025Q3: 65,425 shares; 2025Q4: 65,425 shares; 2026Q1: 65,425 shares 65,425 $116K <0.01% 0 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 10,403 shares; 2026Q1: 10,303 shares 10,303 $114K <0.01% -100 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 12,120 shares; 2025Q1: 12,120 shares; 2025Q2: 12,120 shares; 2025Q3: 12,120 shares; 2025Q4: 12,120 shares; 2026Q1: 12,120 shares 12,120 $113K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,065 shares; 2025Q4: 10,065 shares; 2026Q1: 10,065 shares 10,065 $110K <0.01% 0 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: 319,371 shares; 2024Q4: 252,064 shares; 2025Q1: 346,281 shares; 2025Q2: 309,815 shares; 2025Q3: 105,133 shares; 2025Q4: 48,835 shares; 2026Q1: 20,992 shares 20,992 $109K <0.01% -27,843 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,237 shares 12,237 $107K <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: 14,122 shares; 2024Q4: 12,842 shares; 2025Q1: 12,842 shares; 2025Q2: 12,842 shares; 2025Q3: 12,012 shares; 2025Q4: 11,359 shares; 2026Q1: 11,359 shares 11,359 $99.7K <0.01% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,417 shares 10,417 $97K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 13,939 shares 13,939 $96.9K <0.01% +2,385 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,670 shares; 2026Q1: 26,000 shares 26,000 $94.9K <0.01% -670 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 15,684 shares; 2025Q4: 36,527 shares; 2026Q1: 12,287 shares 12,287 $78.4K <0.01% -24,240 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 35,000 shares 35,000 $69.3K <0.01% +5,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,796 shares 13,796 $63.9K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN 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: not reported; 2026Q1: 1,083 shares 1,083 $59.2K <0.01% new Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $58K <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 10,490 shares 10,490 $54.8K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,013 shares; 2024Q4: 16,586 shares; 2025Q1: 18,508 shares; 2025Q2: 18,490 shares; 2025Q3: 17,917 shares; 2025Q4: 18,897 shares; 2026Q1: 19,878 shares 19,878 $51.9K <0.01% +981 Timeline RAIN RAIN ENHANCEMENT TECHNOLOGIE More: the full row for RAIN ENHANCEMENT TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $50.8K <0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,213 shares; 2025Q1: 24,120 shares; 2025Q2: 28,295 shares; 2025Q3: 24,496 shares; 2025Q4: 19,492 shares; 2026Q1: 38,592 shares 38,592 $50.6K <0.01% +19,100 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,450 shares; 2024Q4: 181,816 shares; 2025Q1: 177,961 shares; 2025Q2: 158,400 shares; 2025Q3: 143,235 shares; 2025Q4: 103,060 shares; 2026Q1: 44,950 shares 44,950 $41.4K <0.01% -58,110 Timeline TPCS TECHPRECISION CORP More: the full row for TECHPRECISION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,300 shares; 2025Q3: 21,160 shares; 2025Q4: 16,200 shares; 2026Q1: 12,500 shares 12,500 $37.6K <0.01% -3,700 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $37.6K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI 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: 33,505 shares; 2026Q1: 33,505 shares 33,505 $32.2K <0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,696 shares; 2026Q1: 11,145 shares 11,145 $31.1K <0.01% -551 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX 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: 15,293 shares 15,293 $30K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 10,434 shares; 2026Q1: 10,765 shares 10,765 $14.2K <0.01% +331 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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: 56,655 shares 56,655 $12.5K <0.01% new Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 12,000 shares; 2025Q1: 11,210 shares; 2025Q2: 11,210 shares; 2025Q3: 11,210 shares; 2025Q4: 11,210 shares; 2026Q1: 11,210 shares 11,210 $9.52K <0.01% 0 Timeline RCT REDCLOUD HLDGS PLC More: the full row for REDCLOUD HLDGS 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: 12,254 shares; 2026Q1: 12,254 shares 12,254 $8.7K <0.01% 0 Timeline XRTX XORTX THERAPEUTICS INC More: the full row for XORTX 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: 15,000 shares 15,000 $6.13K <0.01% new 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: 36,860 shares 36,860 $258 <0.01% new