FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,505 shares; 2024Q4: 14 shares; 2025Q1: 11,313 shares; 2025Q2: 10,603 shares; 2025Q3: 10,502 shares; 2025Q4: 10,929 shares; 2026Q1: 9,074 shares 9,074 $510K 0.04% -1,855 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 5,607 shares; 2025Q2: 5,699 shares; 2025Q3: 4,341 shares; 2025Q4: 4,402 shares; 2026Q1: 4,396 shares 4,396 $509K 0.04% -6 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1 shares; 2025Q1: 1,131 shares; 2025Q2: 1,370 shares; 2025Q3: 3,012 shares; 2025Q4: 3,218 shares; 2026Q1: 3,145 shares 3,145 $509K 0.04% -73 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 1 shares; 2025Q1: 13,568 shares; 2025Q2: 4,955 shares; 2025Q3: 13,274 shares; 2025Q4: 12,596 shares; 2026Q1: 19,303 shares 19,303 $508K 0.04% +6,707 Timeline JSAIY J. SAINSBURY PLC-SPONS ADR More: the full row for J. SAINSBURY PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,503 shares; 2025Q3: 28,345 shares; 2025Q4: 28,345 shares; 2026Q1: 28,345 shares 28,345 $507K 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 11 shares; 2025Q1: 12,908 shares; 2025Q2: 13,179 shares; 2025Q3: 12,847 shares; 2025Q4: 5,225 shares; 2026Q1: 4,279 shares 4,279 $506K 0.04% -946 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: 8,267 shares; 2024Q4: 8 shares; 2025Q1: 8,649 shares; 2025Q2: 8,574 shares; 2025Q3: 8,500 shares; 2025Q4: 8,392 shares; 2026Q1: 7,264 shares 7,264 $502K 0.04% -1,128 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,035 shares; 2024Q4: 33 shares; 2025Q1: 37,916 shares; 2025Q2: 16,136 shares; 2025Q3: 15,574 shares; 2025Q4: 10,718 shares; 2026Q1: 10,914 shares 10,914 $502K 0.04% +196 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 5,515 shares; 2025Q4: 7,991 shares; 2026Q1: 8,421 shares 8,421 $502K 0.04% +430 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2 shares; 2025Q1: 2,757 shares; 2025Q2: 2,911 shares; 2025Q3: 2,936 shares; 2025Q4: 2,884 shares; 2026Q1: 2,972 shares 2,972 $501K 0.04% +88 Timeline FIXD 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: 28,868 shares; 2024Q4: 28 shares; 2025Q1: 14,285 shares; 2025Q2: 14,412 shares; 2025Q3: 12,401 shares; 2025Q4: 12,033 shares; 2026Q1: 11,395 shares 11,395 $497K 0.04% -638 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5 shares; 2025Q1: 5,613 shares; 2025Q2: 5,593 shares; 2025Q3: 5,538 shares; 2025Q4: 5,465 shares; 2026Q1: 5,300 shares 5,300 $496K 0.04% -165 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 27 shares; 2025Q1: 55,147 shares; 2025Q2: 59,620 shares; 2025Q3: 64,173 shares; 2025Q4: 66,507 shares; 2026Q1: 18,589 shares 18,589 $496K 0.04% -47,918 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: 4,307 shares; 2024Q4: 5 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 5,858 shares; 2025Q4: 5,740 shares; 2026Q1: 5,679 shares 5,679 $494K 0.04% -61 Timeline HENKY HENKEL AG AND CO KGAA SPONSORE More: the full row for HENKEL AG AND CO KGAA SPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,855 shares; 2025Q3: 30,828 shares; 2025Q4: 35,400 shares; 2026Q1: 27,714 shares 27,714 $493K 0.04% -7,686 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2 shares; 2025Q1: 2,469 shares; 2025Q2: 3,579 shares; 2025Q3: 3,562 shares; 2025Q4: 3,668 shares; 2026Q1: 3,725 shares 3,725 $492K 0.04% +57 Timeline FNOV 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: 8,432 shares; 2024Q4: 13 shares; 2025Q1: 12,789 shares; 2025Q2: 12,737 shares; 2025Q3: 11,085 shares; 2025Q4: 11,202 shares; 2026Q1: 9,216 shares 9,216 $492K 0.04% -1,986 Timeline HKHHY HEINEKEN HOLDING NV-SPN ADR More: the full row for HEINEKEN HOLDING NV-SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,643 shares; 2025Q3: 19,548 shares; 2025Q4: 19,548 shares; 2026Q1: 13,913 shares 13,913 $492K 0.04% -5,635 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 3,923 shares; 2025Q2: 3,862 shares; 2025Q3: 3,937 shares; 2025Q4: 4,493 shares; 2026Q1: 4,374 shares 4,374 $490K 0.04% -119 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 6,001 shares; 2025Q3: 6,526 shares; 2025Q4: 5,839 shares; 2026Q1: 5,087 shares 5,087 $488K 0.04% -752 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 24 shares; 2025Q1: 24,390 shares; 2025Q2: 24,390 shares; 2025Q3: 25,225 shares; 2025Q4: 23,000 shares; 2026Q1: 23,850 shares 23,850 $488K 0.04% +850 Timeline PRNDY PERNOD RICARD S A More: the full row for PERNOD RICARD S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,797 shares; 2025Q3: 23,661 shares; 2025Q4: 29,057 shares; 2026Q1: 32,888 shares 32,888 $487K 0.04% +3,831 Timeline CGEMY CAPGEMINI SE - UNSPONSOR ADR More: the full row for CAPGEMINI SE - UNSPONSOR ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,215 shares; 2025Q3: 16,371 shares; 2025Q4: 16,371 shares; 2026Q1: 20,996 shares 20,996 $486K 0.04% +4,625 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: 3,687 shares; 2025Q3: 3,171 shares; 2025Q4: 1,547 shares; 2026Q1: 889 shares 889 $484K 0.04% -658 Timeline PUBGY PUBLICIS GROUPE-ADR More: the full row for PUBLICIS GROUPE-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,640 shares; 2025Q3: 19,231 shares; 2025Q4: 19,231 shares; 2026Q1: 23,665 shares 23,665 $483K 0.04% +4,434 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 13 shares; 2025Q1: 17,193 shares; 2025Q2: 17,146 shares; 2025Q3: 17,083 shares; 2025Q4: 16,845 shares; 2026Q1: 19,854 shares 19,854 $483K 0.04% +3,009 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 298 shares; 2025Q3: 288 shares; 2025Q4: 1,044 shares; 2026Q1: 1,040 shares 1,040 $479K 0.04% -4 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 22 shares; 2025Q1: 23,112 shares; 2025Q2: 23,175 shares; 2025Q3: 23,087 shares; 2025Q4: 14,640 shares; 2026Q1: 7,379 shares 7,379 $479K 0.04% -7,261 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6 shares; 2025Q1: 7,024 shares; 2025Q2: 7,025 shares; 2025Q3: 6,950 shares; 2025Q4: 5,860 shares; 2026Q1: 5,843 shares 5,843 $479K 0.04% -17 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 7 shares; 2025Q1: 7,096 shares; 2025Q2: 7,137 shares; 2025Q3: 7,090 shares; 2025Q4: 6,702 shares; 2026Q1: 3,786 shares 3,786 $478K 0.04% -2,916 Timeline GSY 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: 6,725 shares; 2024Q4: 8 shares; 2025Q1: 9,441 shares; 2025Q2: 7,604 shares; 2025Q3: 15,554 shares; 2025Q4: 11,632 shares; 2026Q1: 9,538 shares 9,538 $478K 0.04% -2,094 Timeline BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,832 shares; 2025Q3: 11,350 shares; 2025Q4: 14,793 shares; 2026Q1: 10,223 shares 10,223 $477K 0.04% -4,570 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is 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: 21,094 shares 21,094 $476K 0.04% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6 shares; 2025Q1: 6,158 shares; 2025Q2: 6,161 shares; 2025Q3: 6,365 shares; 2025Q4: 6,509 shares; 2026Q1: 6,461 shares 6,461 $473K 0.04% -48 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 8 shares; 2025Q1: 8,162 shares; 2025Q2: 10,837 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares; 2026Q1: 10,644 shares 10,644 $468K 0.04% -33 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 8,649 shares; 2025Q3: 11,704 shares; 2025Q4: 13,184 shares; 2026Q1: 13,660 shares 13,660 $466K 0.03% +476 Timeline MONDY MONDI PLC ADR NEW(UK) More: the full row for MONDI PLC ADR NEW(UK) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,256 shares; 2026Q1: 20,835 shares 20,835 $464K 0.03% +3,579 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,942 shares; 2026Q1: 16,579 shares 16,579 $463K 0.03% +1,637 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares; 2026Q1: 8,109 shares 8,109 $458K 0.03% +2,576 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 7 shares; 2025Q1: 7,504 shares; 2025Q2: 8,154 shares; 2025Q3: 8,043 shares; 2025Q4: 7,283 shares; 2026Q1: 6,723 shares 6,723 $458K 0.03% -560 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 9,177 shares 9,177 $457K 0.03% +9,164 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,060 shares; 2024Q4: 62 shares; 2025Q1: 82,848 shares; 2025Q2: 98,197 shares; 2025Q3: 98,197 shares; 2025Q4: 98,197 shares; 2026Q1: 77,197 shares 77,197 $456K 0.03% -21,000 Timeline SHYG 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: 32,773 shares; 2024Q4: 28 shares; 2025Q1: 22,963 shares; 2025Q2: 19,664 shares; 2025Q3: 12,332 shares; 2025Q4: 12,274 shares; 2026Q1: 10,726 shares 10,726 $454K 0.03% -1,548 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,573 shares; 2024Q4: 16 shares; 2025Q1: 17,327 shares; 2025Q2: 16,964 shares; 2025Q3: 15,064 shares; 2025Q4: 13,762 shares; 2026Q1: 4,396 shares 4,396 $451K 0.03% -9,366 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4 shares; 2025Q1: 4,229 shares; 2025Q2: 5,390 shares; 2025Q3: 4,580 shares; 2025Q4: 5,813 shares; 2026Q1: 6,035 shares 6,035 $451K 0.03% +222 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 52 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 745 shares 745 $451K 0.03% +698 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,591 shares; 2024Q4: 27 shares; 2025Q1: 61,545 shares; 2025Q2: 68,759 shares; 2025Q3: 74,891 shares; 2025Q4: 78,990 shares; 2026Q1: 35,788 shares 35,788 $451K 0.03% -43,202 Timeline MKTAY MAKITA CORP SPONS ADR More: the full row for MAKITA CORP SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,165 shares; 2025Q3: 11,279 shares; 2025Q4: 14,098 shares; 2026Q1: 14,098 shares 14,098 $450K 0.03% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5 shares; 2025Q1: 5,158 shares; 2025Q2: 4,968 shares; 2025Q3: 4,819 shares; 2025Q4: 4,746 shares; 2026Q1: 4,748 shares 4,748 $449K 0.03% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,466 shares; 2025Q3: 904 shares; 2025Q4: 2,313 shares; 2026Q1: 2,454 shares 2,454 $448K 0.03% +141 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 19 shares; 2025Q4: 8,720 shares; 2026Q1: 8,295 shares 8,295 $447K 0.03% -425 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 15,364 shares 15,364 $446K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10 shares; 2025Q1: 11,618 shares; 2025Q2: 11,797 shares; 2025Q3: 4,107 shares; 2025Q4: 4,359 shares; 2026Q1: 2,910 shares 2,910 $445K 0.03% -1,449 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,623 shares; 2024Q4: 10 shares; 2025Q1: 9,213 shares; 2025Q2: 7,935 shares; 2025Q3: 8,817 shares; 2025Q4: 8,769 shares; 2026Q1: 8,537 shares 8,537 $442K 0.03% -232 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18 shares; 2025Q1: 17,273 shares; 2025Q2: 17,320 shares; 2025Q3: 17,123 shares; 2025Q4: 17,119 shares; 2026Q1: 16,953 shares 16,953 $442K 0.03% -166 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 4 shares; 2025Q1: 4,146 shares; 2025Q2: 4,419 shares; 2025Q3: 4,474 shares; 2025Q4: 4,534 shares; 2026Q1: 3,714 shares 3,714 $441K 0.03% -820 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: 5,068 shares; 2024Q4: 5 shares; 2025Q1: 5,195 shares; 2025Q2: 5,365 shares; 2025Q3: 5,265 shares; 2025Q4: 4,027 shares; 2026Q1: 3,748 shares 3,748 $441K 0.03% -279 Timeline IESC IES HOLDINGS INC More: the full row for IES 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: 1,438 shares; 2025Q3: 1,393 shares; 2025Q4: 1,231 shares; 2026Q1: 923 shares 923 $440K 0.03% -308 Timeline SJNK 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: 19,613 shares; 2024Q4: 18 shares; 2025Q1: 19,159 shares; 2025Q2: 18,494 shares; 2025Q3: 18,494 shares; 2025Q4: 18,104 shares; 2026Q1: 17,569 shares 17,569 $439K 0.03% -535 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3 shares; 2025Q1: 3,627 shares; 2025Q2: 2,507 shares; 2025Q3: 1,027 shares; 2025Q4: 1,059 shares; 2026Q1: 1,101 shares 1,101 $437K 0.03% +42 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,376 shares; 2024Q4: 32 shares; 2025Q1: 35,247 shares; 2025Q2: 35,447 shares; 2025Q3: 36,112 shares; 2025Q4: 37,707 shares; 2026Q1: 40,072 shares 40,072 $436K 0.03% +2,365 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,704 shares; 2024Q4: 15 shares; 2025Q1: 11,885 shares; 2025Q2: 10,781 shares; 2025Q3: 10,495 shares; 2025Q4: 7,501 shares; 2026Q1: 7,310 shares 7,310 $434K 0.03% -191 Timeline RBGLY RECKITT BENCKISER-SPON ADR More: the full row for RECKITT BENCKISER-SPON ADR Quarterly shares; oldest to newest; scale is 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: 32,293 shares 32,293 $433K 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,937 shares; 2024Q4: 23 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 8,107 shares; 2026Q1: 8,813 shares 8,813 $431K 0.03% +706 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3 shares; 2025Q1: 5,490 shares; 2025Q2: 6,741 shares; 2025Q3: 6,596 shares; 2025Q4: 6,625 shares; 2026Q1: 5,889 shares 5,889 $428K 0.03% -736 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3 shares; 2025Q1: 3,526 shares; 2025Q2: 3,524 shares; 2025Q3: 3,098 shares; 2025Q4: 3,070 shares; 2026Q1: 2,609 shares 2,609 $427K 0.03% -461 Timeline CFRUY CIE FINANCIERE RICH-UNSP ADR More: the full row for CIE FINANCIERE RICH-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,572 shares; 2025Q3: 24,724 shares; 2025Q4: 24,716 shares; 2026Q1: 24,716 shares 24,716 $426K 0.03% 0 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 630 shares; 2026Q1: 2,145 shares 2,145 $425K 0.03% +1,515 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 1 shares; 2025Q1: 3,527 shares; 2025Q2: 2,606 shares; 2025Q3: 2,853 shares; 2025Q4: 2,708 shares; 2026Q1: 2,483 shares 2,483 $423K 0.03% -225 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 14 shares; 2025Q1: 15,027 shares; 2025Q2: 14,976 shares; 2025Q3: 14,892 shares; 2025Q4: 14,713 shares; 2026Q1: 14,672 shares 14,672 $423K 0.03% -41 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: 17,142 shares; 2024Q4: 17 shares; 2025Q1: 16,686 shares; 2025Q2: 18,488 shares; 2025Q3: 13,629 shares; 2025Q4: 13,210 shares; 2026Q1: 10,748 shares 10,748 $420K 0.03% -2,462 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6 shares; 2025Q1: 6,817 shares; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 6,331 shares; 2026Q1: 6,249 shares 6,249 $420K 0.03% -82 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4 shares; 2025Q1: 4,297 shares; 2025Q2: 4,280 shares; 2025Q3: 5,124 shares; 2025Q4: 5,140 shares; 2026Q1: 5,127 shares 5,127 $419K 0.03% -13 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: not reported; 2025Q1: 1,007 shares; 2025Q2: 1,041 shares; 2025Q3: 982 shares; 2025Q4: 1,124 shares; 2026Q1: 955 shares 955 $417K 0.03% -169 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 2,934 shares; 2026Q1: 3,775 shares 3,775 $416K 0.03% +841 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1 shares; 2025Q1: 1,368 shares; 2025Q2: 1,610 shares; 2025Q3: 1,476 shares; 2025Q4: 1,478 shares; 2026Q1: 1,797 shares 1,797 $414K 0.03% +319 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: 5,468 shares; 2026Q1: 5,435 shares 5,435 $414K 0.03% -33 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,138 shares 12,138 $411K 0.03% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,451 shares; 2024Q4: 17 shares; 2025Q1: 19,974 shares; 2025Q2: 24,418 shares; 2025Q3: 23,118 shares; 2025Q4: 22,805 shares; 2026Q1: 21,763 shares 21,763 $409K 0.03% -1,042 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 6,594 shares; 2025Q2: 3,142 shares; 2025Q3: 2,837 shares; 2025Q4: 4,232 shares; 2026Q1: 9,902 shares 9,902 $406K 0.03% +5,670 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 5 shares; 2025Q1: 5,959 shares; 2025Q2: 5,959 shares; 2025Q3: 5,513 shares; 2025Q4: 5,852 shares; 2026Q1: 5,836 shares 5,836 $405K 0.03% -16 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 13,161 shares; 2025Q4: 12,620 shares; 2026Q1: 11,865 shares 11,865 $405K 0.03% -755 Timeline JUNM 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: 17,276 shares; 2024Q4: 17 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares; 2025Q3: 11,806 shares; 2025Q4: 11,806 shares; 2026Q1: 11,806 shares 11,806 $405K 0.03% 0 Timeline GSEP 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: 10,607 shares; 2025Q4: 10,607 shares; 2026Q1: 10,607 shares 10,607 $404K 0.03% 0 Timeline FSTA 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: 8,292 shares; 2024Q4: 8 shares; 2025Q1: 8,071 shares; 2025Q2: 7,606 shares; 2025Q3: 7,599 shares; 2025Q4: 7,604 shares; 2026Q1: 7,698 shares 7,698 $403K 0.03% +94 Timeline PALC 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: 7,775 shares; 2025Q4: 7,775 shares; 2026Q1: 7,775 shares 7,775 $403K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 3 shares; 2025Q1: 3,501 shares; 2025Q2: 3,410 shares; 2025Q3: 3,164 shares; 2025Q4: 3,049 shares; 2026Q1: 2,975 shares 2,975 $403K 0.03% -74 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 2 shares; 2025Q1: 2,470 shares; 2025Q2: 1,599 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,606 shares 1,606 $403K 0.03% +8 Timeline QYLD 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: 33,471 shares; 2024Q4: 34 shares; 2025Q1: 31,840 shares; 2025Q2: 29,631 shares; 2025Q3: 23,195 shares; 2025Q4: 22,032 shares; 2026Q1: 23,472 shares 23,472 $403K 0.03% +1,440 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1 shares; 2025Q1: 1,644 shares; 2025Q2: 2,260 shares; 2025Q3: 2,250 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares 2,224 $402K 0.03% 0 Timeline SDXAY SODEXO AMERICAN DEPOSITARY SHS More: the full row for SODEXO AMERICAN DEPOSITARY 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: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 39,458 shares 39,458 $401K 0.03% +38,013 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5 shares; 2025Q1: 5,693 shares; 2025Q2: 5,725 shares; 2025Q3: 4,895 shares; 2025Q4: 4,355 shares; 2026Q1: 4,270 shares 4,270 $398K 0.03% -85 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3 shares; 2025Q1: 4,204 shares; 2025Q2: 4,187 shares; 2025Q3: 4,162 shares; 2025Q4: 4,109 shares; 2026Q1: 4,098 shares 4,098 $396K 0.03% -11 Timeline KUBTY KUBOTA CORPORATION (ONE ADS RE More: the full row for KUBOTA CORPORATION (ONE ADS RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,285 shares; 2025Q3: 7,267 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares 5,129 $396K 0.03% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 6 shares; 2025Q1: 7,242 shares; 2025Q2: 7,242 shares; 2025Q3: 7,169 shares; 2025Q4: 7,114 shares; 2026Q1: 9,193 shares 9,193 $396K 0.03% +2,079 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,431 shares; 2024Q4: 22 shares; 2025Q1: 16,298 shares; 2025Q2: 15,192 shares; 2025Q3: 12,932 shares; 2025Q4: 10,465 shares; 2026Q1: 9,860 shares 9,860 $396K 0.03% -605 Timeline KCDMY KIMBERLY-CLARK DE MEXICO S A B More: the full row for KIMBERLY-CLARK DE MEXICO S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,210 shares; 2025Q3: 34,186 shares; 2025Q4: 34,186 shares; 2026Q1: 33,626 shares 33,626 $396K 0.03% -560 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 15 shares; 2025Q1: 12,749 shares; 2025Q2: 11,293 shares; 2025Q3: 10,631 shares; 2025Q4: 9,409 shares; 2026Q1: 7,412 shares 7,412 $395K 0.03% -1,997 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,281 shares; 2024Q4: 31 shares; 2025Q1: 29,520 shares; 2025Q2: 29,520 shares; 2025Q3: 29,520 shares; 2025Q4: 28,820 shares; 2026Q1: 28,820 shares 28,820 $394K 0.03% 0 Timeline IMTM 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: 427 shares; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 8,198 shares 8,198 $394K 0.03% +7,771 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,170 shares; 2024Q4: 48 shares; 2025Q1: 49,215 shares; 2025Q2: 50,256 shares; 2025Q3: 49,940 shares; 2025Q4: 4,847 shares; 2026Q1: 4,848 shares 4,848 $393K 0.03% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4 shares; 2025Q1: 4,219 shares; 2025Q2: 5,181 shares; 2025Q3: 4,716 shares; 2025Q4: 4,945 shares; 2026Q1: 4,938 shares 4,938 $392K 0.03% -7 Timeline FHLC 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: 14,505 shares; 2024Q4: 9 shares; 2025Q1: 7,881 shares; 2025Q2: 6,431 shares; 2025Q3: 5,808 shares; 2025Q4: 5,761 shares; 2026Q1: 5,562 shares 5,562 $391K 0.03% -199 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11 shares; 2025Q1: 10,708 shares; 2025Q2: 10,385 shares; 2025Q3: 10,403 shares; 2025Q4: 3,876 shares; 2026Q1: 3,866 shares 3,866 $389K 0.03% -10 Timeline BRDCY BRIDGESTONE CORP. LTD ADR More: the full row for BRIDGESTONE CORP. LTD ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,959 shares; 2025Q3: 18,901 shares; 2025Q4: 18,901 shares; 2026Q1: 37,802 shares 37,802 $388K 0.03% +18,901 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10 shares; 2025Q1: 10,116 shares; 2025Q2: 9,945 shares; 2025Q3: 9,870 shares; 2025Q4: 8,680 shares; 2026Q1: 8,604 shares 8,604 $388K 0.03% -76 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 7 shares; 2025Q1: 8,290 shares; 2025Q2: 6,836 shares; 2025Q3: 6,081 shares; 2025Q4: 5,526 shares; 2026Q1: 5,465 shares 5,465 $386K 0.03% -61 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 13 shares; 2025Q1: 50,912 shares; 2025Q2: 50,620 shares; 2025Q3: 49,489 shares; 2025Q4: 46,780 shares; 2026Q1: 6,062 shares 6,062 $386K 0.03% -40,718 Timeline IVW 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: 1,573 shares; 2024Q4: 2 shares; 2025Q1: 2,174 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares; 2026Q1: 3,403 shares 3,403 $385K 0.03% 0 Timeline DNOV 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: 7,812 shares; 2024Q4: 13 shares; 2025Q1: 12,024 shares; 2025Q2: 11,979 shares; 2025Q3: 10,332 shares; 2025Q4: 9,143 shares; 2026Q1: 7,993 shares 7,993 $383K 0.03% -1,150 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,382 shares; 2024Q4: 22 shares; 2025Q1: 21,022 shares; 2025Q2: 16,158 shares; 2025Q3: 24,122 shares; 2025Q4: 27,947 shares; 2026Q1: 31,046 shares 31,046 $383K 0.03% +3,099 Timeline IVE 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: 2,148 shares; 2024Q4: 2 shares; 2025Q1: 2,089 shares; 2025Q2: 2,096 shares; 2025Q3: 1,846 shares; 2025Q4: 1,870 shares; 2026Q1: 1,810 shares 1,810 $382K 0.03% -60 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 11 shares; 2025Q1: 12,468 shares; 2025Q2: 12,485 shares; 2025Q3: 12,560 shares; 2025Q4: 12,349 shares; 2026Q1: 10,293 shares 10,293 $382K 0.03% -2,056 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 9,564 shares 9,564 $380K 0.03% new Timeline SMCAY SMC CORP JAPAN AMERICAN DEPOSI More: the full row for SMC CORP JAPAN AMERICAN DEPOSI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,934 shares; 2025Q4: 24,934 shares; 2026Q1: 20,123 shares 20,123 $379K 0.03% -4,811 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2 shares; 2025Q1: 2,512 shares; 2025Q2: 1,517 shares; 2025Q3: 1,407 shares; 2025Q4: 1,389 shares; 2026Q1: 1,388 shares 1,388 $378K 0.03% -1 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 9 shares; 2025Q1: 10,148 shares; 2025Q2: 9,861 shares; 2025Q3: 8,226 shares; 2025Q4: 5,302 shares; 2026Q1: 5,301 shares 5,301 $378K 0.03% -1 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4 shares; 2025Q1: 4,136 shares; 2025Q2: 4,136 shares; 2025Q3: 4,411 shares; 2025Q4: 4,711 shares; 2026Q1: 5,021 shares 5,021 $378K 0.03% +310 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 3 shares; 2025Q1: 3,768 shares; 2025Q2: 4,040 shares; 2025Q3: 4,062 shares; 2025Q4: 5,628 shares; 2026Q1: 7,624 shares 7,624 $377K 0.03% +1,996 Timeline FGD 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: 13,435 shares; 2024Q4: 13 shares; 2025Q1: 13,482 shares; 2025Q2: 13,350 shares; 2025Q3: 11,403 shares; 2025Q4: 9,741 shares; 2026Q1: 11,704 shares 11,704 $374K 0.03% +1,963 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 2,573 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,357 shares 1,357 $373K 0.03% -614 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,455 shares; 2026Q1: 6,541 shares 6,541 $373K 0.03% +86 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 1,724 shares; 2025Q3: 1,601 shares; 2025Q4: 1,391 shares; 2026Q1: 1,161 shares 1,161 $372K 0.03% -230 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 22 shares; 2025Q1: 24,291 shares; 2025Q2: 24,233 shares; 2025Q3: 24,054 shares; 2025Q4: 24,408 shares; 2026Q1: 19,747 shares 19,747 $372K 0.03% -4,661 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3 shares; 2025Q1: 3,911 shares; 2025Q2: 5,536 shares; 2025Q3: 5,573 shares; 2025Q4: 6,456 shares; 2026Q1: 7,299 shares 7,299 $371K 0.03% +843 Timeline IVOO 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: 1,622 shares; 2024Q4: 1 shares; 2025Q1: 1,630 shares; 2025Q2: 3,233 shares; 2025Q3: 3,236 shares; 2025Q4: 3,238 shares; 2026Q1: 3,241 shares 3,241 $371K 0.03% +3 Timeline ISNPY INTESA SANPAOLO-SPON ADR More: the full row for INTESA SANPAOLO-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,142 shares; 2025Q3: 12,131 shares; 2025Q4: 5,360 shares; 2026Q1: 10,339 shares 10,339 $369K 0.03% +4,979 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 200 shares; 2025Q3: 182 shares; 2025Q4: 127 shares; 2026Q1: 885 shares 885 $369K 0.03% +758 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 15 shares; 2025Q1: 62,811 shares; 2025Q2: 71,759 shares; 2025Q3: 79,518 shares; 2025Q4: 85,090 shares; 2026Q1: 19,401 shares 19,401 $369K 0.03% -65,689 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1 shares; 2025Q1: 1,402 shares; 2025Q2: 20,869 shares; 2025Q3: 3,967 shares; 2025Q4: 3,192 shares; 2026Q1: 3,962 shares 3,962 $366K 0.03% +770 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: 590 shares; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 455 shares; 2025Q3: 409 shares; 2025Q4: 384 shares; 2026Q1: 334 shares 334 $364K 0.03% -50 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 51 shares; 2025Q1: 57,448 shares; 2025Q2: 57,258 shares; 2025Q3: 57,034 shares; 2025Q4: 62,945 shares; 2026Q1: 45,305 shares 45,305 $363K 0.03% -17,640 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: not reported; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 951 shares; 2025Q4: 947 shares; 2026Q1: 955 shares 955 $361K 0.03% +8 Timeline ITOT 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: 2,457 shares; 2024Q4: 2 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares; 2025Q4: 2,328 shares; 2026Q1: 2,529 shares 2,529 $360K 0.03% +201 Timeline DSFIY DSM-FIRMENICH AG-SP ADR More: the full row for DSM-FIRMENICH AG-SP ADR Quarterly shares; oldest to newest; scale is 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: 49,635 shares 49,635 $357K 0.03% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 22 shares; 2025Q1: 21,845 shares; 2025Q2: 23,530 shares; 2025Q3: 25,556 shares; 2025Q4: 27,741 shares; 2026Q1: 29,651 shares 29,651 $357K 0.03% +1,910 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6 shares; 2025Q1: 5,863 shares; 2025Q2: 5,290 shares; 2025Q3: 4,160 shares; 2025Q4: 3,672 shares; 2026Q1: 3,270 shares 3,270 $357K 0.03% -402 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2 shares; 2025Q1: 2,357 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,440 shares; 2026Q1: 3,326 shares 3,326 $354K 0.03% +886 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 2,344 shares; 2025Q2: 2,386 shares; 2025Q3: 2,398 shares; 2025Q4: 2,408 shares; 2026Q1: 2,423 shares 2,423 $354K 0.03% +15 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,776 shares; 2025Q3: 8,716 shares; 2025Q4: 7,816 shares; 2026Q1: 7,713 shares 7,713 $353K 0.03% -103 Timeline BKLN 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: 9,693 shares; 2024Q4: 10 shares; 2025Q1: 9,991 shares; 2025Q2: 10,614 shares; 2025Q3: 10,847 shares; 2025Q4: 16,416 shares; 2026Q1: 17,261 shares 17,261 $352K 0.03% +845 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,087 shares 4,087 $352K 0.03% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 15 shares; 2025Q1: 17,106 shares; 2025Q2: 17,026 shares; 2025Q3: 12,096 shares; 2025Q4: 11,083 shares; 2026Q1: 11,075 shares 11,075 $352K 0.03% -8 Timeline FEX 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: 2,886 shares; 2024Q4: 2 shares; 2025Q1: 2,876 shares; 2025Q2: 2,969 shares; 2025Q3: 2,974 shares; 2025Q4: 2,841 shares; 2026Q1: 2,883 shares 2,883 $352K 0.03% +42 Timeline AOR 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: 761 shares; 2025Q3: 1,917 shares; 2025Q4: 4,548 shares; 2026Q1: 5,446 shares 5,446 $350K 0.03% +898 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5 shares; 2025Q1: 5,674 shares; 2025Q2: 5,199 shares; 2025Q3: 4,749 shares; 2025Q4: 3,684 shares; 2026Q1: 3,624 shares 3,624 $350K 0.03% -60 Timeline XBI 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: 5,252 shares; 2024Q4: 4 shares; 2025Q1: 4,727 shares; 2025Q2: 4,968 shares; 2025Q3: 4,669 shares; 2025Q4: 2,786 shares; 2026Q1: 2,736 shares 2,736 $350K 0.03% -50 Timeline KGFHY KINGFISHER PLC-SPONS ADR More: the full row for KINGFISHER PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,949 shares; 2025Q3: 48,863 shares; 2025Q4: 48,863 shares; 2026Q1: 46,493 shares 46,493 $348K 0.03% -2,370 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1 shares; 2025Q1: 1,069 shares; 2025Q2: 1,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,300 shares; 2026Q1: 2,237 shares 2,237 $348K 0.03% -63 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: 3,943 shares; 2025Q4: 4,259 shares; 2026Q1: 6,953 shares 6,953 $348K 0.03% +2,694 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,090 shares; 2024Q4: 16 shares; 2025Q1: 17,146 shares; 2025Q2: 17,146 shares; 2025Q3: 17,146 shares; 2025Q4: 16,812 shares; 2026Q1: 16,768 shares 16,768 $347K 0.03% -44 Timeline FDVV 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: 7,728 shares; 2024Q4: 7 shares; 2025Q1: 4,662 shares; 2025Q2: 6,625 shares; 2025Q3: 6,535 shares; 2025Q4: 6,385 shares; 2026Q1: 6,283 shares 6,283 $347K 0.03% -102 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,054 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $346K 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 16 shares; 2025Q1: 23,633 shares; 2025Q2: 22,147 shares; 2025Q3: 3,442 shares; 2025Q4: 5,101 shares; 2026Q1: 4,591 shares 4,591 $346K 0.03% -510 Timeline IFRA 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: 7,041 shares; 2024Q4: 6 shares; 2025Q1: 6,284 shares; 2025Q2: 6,290 shares; 2025Q3: 5,976 shares; 2025Q4: 5,968 shares; 2026Q1: 6,034 shares 6,034 $345K 0.03% +66 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,139 shares; 2024Q4: 26 shares; 2025Q1: 41,918 shares; 2025Q2: 42,455 shares; 2025Q3: 28,399 shares; 2025Q4: 21,756 shares; 2026Q1: 21,606 shares 21,606 $344K 0.03% -150 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 12 shares; 2025Q1: 13,127 shares; 2025Q2: 3,887 shares; 2025Q3: 3,738 shares; 2025Q4: 4,712 shares; 2026Q1: 5,170 shares 5,170 $344K 0.03% +458 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 3 shares; 2025Q1: 3,247 shares; 2025Q2: 3,805 shares; 2025Q3: 3,204 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $337K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 91 shares; 2025Q3: 500 shares; 2025Q4: 457 shares; 2026Q1: 436 shares 436 $337K 0.03% -21 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1 shares; 2025Q1: 1,048 shares; 2025Q2: 1,194 shares; 2025Q3: 3,341 shares; 2025Q4: 2,941 shares; 2026Q1: 4,368 shares 4,368 $336K 0.03% +1,427 Timeline IEFA 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: 1,606 shares; 2024Q4: 1 shares; 2025Q1: 2,822 shares; 2025Q2: 3,634 shares; 2025Q3: 3,417 shares; 2025Q4: 4,044 shares; 2026Q1: 3,699 shares 3,699 $335K 0.03% -345 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $333K 0.02% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,853 shares; 2025Q3: 5,867 shares; 2025Q4: 5,879 shares; 2026Q1: 5,905 shares 5,905 $331K 0.02% +26 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 2,862 shares; 2025Q3: 10,488 shares; 2025Q4: 19,662 shares; 2026Q1: 20,092 shares 20,092 $330K 0.02% +430 Timeline FOCT 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: 8,612 shares; 2024Q4: 10 shares; 2025Q1: 9,897 shares; 2025Q2: 9,450 shares; 2025Q3: 8,802 shares; 2025Q4: 8,853 shares; 2026Q1: 6,921 shares 6,921 $330K 0.02% -1,932 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,878 shares 2,878 $330K 0.02% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 8 shares; 2025Q1: 8,712 shares; 2025Q2: 8,612 shares; 2025Q3: 7,897 shares; 2025Q4: 9,660 shares; 2026Q1: 11,982 shares 11,982 $329K 0.02% +2,322 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2 shares; 2025Q1: 2,144 shares; 2025Q2: 2,106 shares; 2025Q3: 2,102 shares; 2025Q4: 2,069 shares; 2026Q1: 1,153 shares 1,153 $327K 0.02% -916 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7 shares; 2025Q1: 7,469 shares; 2025Q2: 4,708 shares; 2025Q3: 3,079 shares; 2025Q4: 2,968 shares; 2026Q1: 3,390 shares 3,390 $327K 0.02% +422 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2 shares; 2025Q1: 2,479 shares; 2025Q2: 2,593 shares; 2025Q3: 2,331 shares; 2025Q4: 2,072 shares; 2026Q1: 3,140 shares 3,140 $325K 0.02% +1,068 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: 8,183 shares; 2024Q4: 17 shares; 2025Q1: 20,123 shares; 2025Q2: 22,523 shares; 2025Q3: 21,643 shares; 2025Q4: 21,643 shares; 2026Q1: 29,438 shares 29,438 $324K 0.02% +7,795 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: 10,563 shares; 2024Q4: 10 shares; 2025Q1: 11,217 shares; 2025Q2: 12,064 shares; 2025Q3: 12,036 shares; 2025Q4: 11,443 shares; 2026Q1: 11,843 shares 11,843 $324K 0.02% +400 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares; 2025Q4: 9,906 shares; 2026Q1: 8,406 shares 8,406 $323K 0.02% -1,500 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5 shares; 2025Q1: 5,613 shares; 2025Q2: 4,680 shares; 2025Q3: 3,829 shares; 2025Q4: 3,862 shares; 2026Q1: 3,782 shares 3,782 $322K 0.02% -80 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3 shares; 2025Q1: 4,021 shares; 2025Q2: 4,009 shares; 2025Q3: 3,990 shares; 2025Q4: 3,950 shares; 2026Q1: 3,951 shares 3,951 $321K 0.02% +1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22,037 shares; 2025Q2: 19,387 shares; 2025Q3: 19,237 shares; 2025Q4: 18,937 shares; 2026Q1: 18,737 shares 18,737 $320K 0.02% -200 Timeline FPAFY FIRST PACIFIC LTD SPONS ADR More: the full row for FIRST PACIFIC LTD SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,178 shares; 2025Q3: 90,788 shares; 2025Q4: 94,488 shares; 2026Q1: 90,590 shares 90,590 $317K 0.02% -3,898 Timeline IUSB 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: 4,202 shares; 2024Q4: 8 shares; 2025Q1: 8,560 shares; 2025Q2: 8,218 shares; 2025Q3: 6,691 shares; 2025Q4: 6,767 shares; 2026Q1: 6,835 shares 6,835 $316K 0.02% +68 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,086 shares; 2024Q4: 68 shares; 2025Q1: 34,237 shares; 2025Q2: 34,509 shares; 2025Q3: 32,270 shares; 2025Q4: 31,572 shares; 2026Q1: 36,583 shares 36,583 $315K 0.02% +5,011 Timeline FJUL 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: 14,086 shares; 2024Q4: 6 shares; 2025Q1: 5,543 shares; 2025Q2: 5,543 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares 5,756 $315K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12 shares; 2025Q1: 17,383 shares; 2025Q2: 8,196 shares; 2025Q3: 6,857 shares; 2025Q4: 5,548 shares; 2026Q1: 6,676 shares 6,676 $314K 0.02% +1,128 Timeline ISCV 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: 4,747 shares; 2024Q4: 4 shares; 2025Q1: 4,725 shares; 2025Q2: 4,735 shares; 2025Q3: 4,672 shares; 2025Q4: 4,537 shares; 2026Q1: 4,501 shares 4,501 $313K 0.02% -36 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,072 shares; 2024Q4: 11 shares; 2025Q1: 10,924 shares; 2025Q2: 8,441 shares; 2025Q3: 9,257 shares; 2025Q4: 8,656 shares; 2026Q1: 6,914 shares 6,914 $313K 0.02% -1,742 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,993 shares; 2024Q4: 10 shares; 2025Q1: 10,221 shares; 2025Q2: 9,065 shares; 2025Q3: 4,663 shares; 2025Q4: 4,974 shares; 2026Q1: 5,153 shares 5,153 $313K 0.02% +179 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4 shares; 2025Q1: 4,622 shares; 2025Q2: 4,570 shares; 2025Q3: 4,357 shares; 2025Q4: 4,997 shares; 2026Q1: 4,994 shares 4,994 $312K 0.02% -3 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: 9,357 shares; 2024Q4: 5 shares; 2025Q1: 5,445 shares; 2025Q2: 6,044 shares; 2025Q3: 6,056 shares; 2025Q4: 6,026 shares; 2026Q1: 6,731 shares 6,731 $311K 0.02% +705 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: 4,191 shares; 2025Q4: 4,212 shares; 2026Q1: 4,140 shares 4,140 $310K 0.02% -72 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 1,929 shares; 2025Q3: 3,454 shares; 2025Q4: 3,339 shares; 2026Q1: 3,358 shares 3,358 $310K 0.02% +19 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: 980 shares; 2024Q4: 1 shares; 2025Q1: 1,768 shares; 2025Q2: 2,460 shares; 2025Q3: 2,190 shares; 2025Q4: 2,242 shares; 2026Q1: 3,423 shares 3,423 $310K 0.02% +1,181 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 499 shares; 2025Q3: 2,095 shares; 2025Q4: 2,054 shares; 2026Q1: 2,599 shares 2,599 $308K 0.02% +545 Timeline SPHD 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: 9,420 shares; 2024Q4: 8 shares; 2025Q1: 6,735 shares; 2025Q2: 5,797 shares; 2025Q3: 5,823 shares; 2025Q4: 5,934 shares; 2026Q1: 6,202 shares 6,202 $308K 0.02% +268 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5 shares; 2025Q1: 5,619 shares; 2025Q2: 7,482 shares; 2025Q3: 8,309 shares; 2025Q4: 6,865 shares; 2026Q1: 7,331 shares 7,331 $307K 0.02% +466 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,971 shares; 2025Q3: 7,895 shares; 2025Q4: 7,069 shares; 2026Q1: 6,258 shares 6,258 $306K 0.02% -811 Timeline EBKDY ERSTE GROUP BANK AG-SPON ADR More: the full row for ERSTE GROUP BANK AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,767 shares; 2025Q3: 7,349 shares; 2025Q4: 7,349 shares; 2026Q1: 5,716 shares 5,716 $305K 0.02% -1,633 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: 333 shares; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 2,610 shares; 2025Q3: 2,670 shares; 2025Q4: 2,435 shares; 2026Q1: 1,793 shares 1,793 $303K 0.02% -642 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4 shares; 2025Q1: 4,395 shares; 2025Q2: 5,283 shares; 2025Q3: 5,283 shares; 2025Q4: 5,283 shares; 2026Q1: 4,388 shares 4,388 $300K 0.02% -895 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4 shares; 2025Q1: 4,464 shares; 2025Q2: 2,685 shares; 2025Q3: 2,655 shares; 2025Q4: 2,279 shares; 2026Q1: 2,683 shares 2,683 $298K 0.02% +404 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 485 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 7,164 shares 7,164 $298K 0.02% +2,225 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS 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: 8,438 shares; 2025Q4: 15,570 shares; 2026Q1: 17,635 shares 17,635 $297K 0.02% +2,065 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1 shares; 2025Q1: 1,140 shares; 2025Q2: 1,143 shares; 2025Q3: 1,127 shares; 2025Q4: 754 shares; 2026Q1: 552 shares 552 $297K 0.02% -202 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 855 shares; 2025Q3: 868 shares; 2025Q4: 825 shares; 2026Q1: 822 shares 822 $295K 0.02% -3 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,279 shares; 2024Q4: 69 shares; 2025Q1: 75,183 shares; 2025Q2: 75,191 shares; 2025Q3: 74,887 shares; 2025Q4: 74,887 shares; 2026Q1: 74,887 shares 74,887 $295K 0.02% 0 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: 624 shares; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 5,952 shares 5,952 $294K 0.02% +5,328 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: not reported; 2025Q1: 14,335 shares; 2025Q2: 13,335 shares; 2025Q3: 13,411 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $294K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2 shares; 2025Q1: 2,781 shares; 2025Q2: 2,697 shares; 2025Q3: 2,354 shares; 2025Q4: 2,318 shares; 2026Q1: 2,587 shares 2,587 $293K 0.02% +269 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,151 shares; 2024Q4: 43 shares; 2025Q1: 52,175 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares; 2025Q4: 11,236 shares; 2026Q1: 11,211 shares 11,211 $293K 0.02% -25 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 2,486 shares; 2026Q1: 2,478 shares 2,478 $293K 0.02% -8 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 7 shares; 2025Q1: 7,768 shares; 2025Q2: 7,768 shares; 2025Q3: 7,768 shares; 2025Q4: 7,768 shares; 2026Q1: 7,768 shares 7,768 $291K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15 shares; 2025Q1: 10,164 shares; 2025Q2: 9,515 shares; 2025Q3: 5,232 shares; 2025Q4: 4,747 shares; 2026Q1: 5,036 shares 5,036 $290K 0.02% +289 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 5,701 shares; 2025Q3: 5,996 shares; 2025Q4: 4,961 shares; 2026Q1: 4,507 shares 4,507 $289K 0.02% -454 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 1 shares; 2025Q1: 2,350 shares; 2025Q2: 1,746 shares; 2025Q3: 1,742 shares; 2025Q4: 1,724 shares; 2026Q1: 1,533 shares 1,533 $286K 0.02% -191 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2 shares; 2025Q1: 2,908 shares; 2025Q2: 3,461 shares; 2025Q3: 3,408 shares; 2025Q4: 3,371 shares; 2026Q1: 2,868 shares 2,868 $285K 0.02% -503 Timeline PKW 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: 2,171 shares; 2024Q4: 2 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $285K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,392 shares; 2026Q1: 2,469 shares 2,469 $285K 0.02% +77 Timeline GSIE 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: 6,939 shares; 2024Q4: 6 shares; 2025Q1: 6,230 shares; 2025Q2: 7,316 shares; 2025Q3: 7,314 shares; 2025Q4: 6,424 shares; 2026Q1: 6,598 shares 6,598 $285K 0.02% +174 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1 shares; 2025Q1: 1,751 shares; 2025Q2: 2,014 shares; 2025Q3: 2,047 shares; 2025Q4: 1,953 shares; 2026Q1: 1,981 shares 1,981 $284K 0.02% +28 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,026 shares; 2025Q3: 9,315 shares; 2025Q4: 11,123 shares; 2026Q1: 11,212 shares 11,212 $284K 0.02% +89 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 7,974 shares; 2025Q3: 6,806 shares; 2025Q4: 5,568 shares; 2026Q1: 4,020 shares 4,020 $283K 0.02% -1,548 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3 shares; 2025Q1: 2,999 shares; 2025Q2: 1,117 shares; 2025Q3: 1,048 shares; 2025Q4: 985 shares; 2026Q1: 971 shares 971 $283K 0.02% -14 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,383 shares; 2025Q3: 2,401 shares; 2025Q4: 2,133 shares; 2026Q1: 1,665 shares 1,665 $283K 0.02% -468 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 4 shares; 2025Q1: 4,496 shares; 2025Q2: 4,825 shares; 2025Q3: 4,817 shares; 2025Q4: 4,796 shares; 2026Q1: 4,881 shares 4,881 $279K 0.02% +85 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,119 shares; 2025Q4: 3,078 shares; 2026Q1: 2,646 shares 2,646 $278K 0.02% -432 Timeline CRHKY CHINA RESOURCES BEER HOLDINGS More: the full row for CHINA RESOURCES BEER HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,772 shares; 2025Q3: 67,920 shares; 2025Q4: 67,947 shares; 2026Q1: 42,478 shares 42,478 $278K 0.02% -25,469 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 15 shares; 2025Q1: 17,680 shares; 2025Q2: 18,570 shares; 2025Q3: 3,317 shares; 2025Q4: 3,071 shares; 2026Q1: 3,433 shares 3,433 $277K 0.02% +362 Timeline DJUL 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: 9,475 shares; 2024Q4: 5 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 6,104 shares; 2025Q4: 6,104 shares; 2026Q1: 5,905 shares 5,905 $276K 0.02% -199 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 3,873 shares; 2025Q4: 2,387 shares; 2026Q1: 4,203 shares 4,203 $275K 0.02% +1,816 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 714 shares; 2025Q3: 3,131 shares; 2025Q4: 3,714 shares; 2026Q1: 3,883 shares 3,883 $275K 0.02% +169 Timeline IJJ 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: 1,681 shares; 2024Q4: 1 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,881 shares; 2025Q4: 2,000 shares; 2026Q1: 2,075 shares 2,075 $275K 0.02% +75 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 25 shares; 2025Q1: 9,591 shares; 2025Q2: 9,747 shares; 2025Q3: 8,619 shares; 2025Q4: 10,453 shares; 2026Q1: 10,620 shares 10,620 $275K 0.02% +167 Timeline SNOV 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: 500 shares; 2024Q4: 11 shares; 2025Q1: 11,056 shares; 2025Q2: 11,056 shares; 2025Q3: 11,056 shares; 2025Q4: 11,056 shares; 2026Q1: 11,056 shares 11,056 $274K 0.02% 0 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: 12,642 shares; 2024Q4: 12 shares; 2025Q1: 10,717 shares; 2025Q2: 10,448 shares; 2025Q3: 9,504 shares; 2025Q4: 15,746 shares; 2026Q1: 15,912 shares 15,912 $274K 0.02% +166 Timeline CSHI 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: 5,754 shares; 2025Q2: 5,260 shares; 2025Q3: 5,271 shares; 2025Q4: 5,140 shares; 2026Q1: 5,509 shares 5,509 $274K 0.02% +369 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,336 shares; 2025Q4: 5,255 shares; 2026Q1: 5,489 shares 5,489 $273K 0.02% +234 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3 shares; 2025Q1: 3,369 shares; 2025Q2: 4,208 shares; 2025Q3: 2,832 shares; 2025Q4: 5,307 shares; 2026Q1: 5,969 shares 5,969 $273K 0.02% +662 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 9 shares; 2025Q1: 11,680 shares; 2025Q2: 13,205 shares; 2025Q3: 13,205 shares; 2025Q4: 12,705 shares; 2026Q1: 8,405 shares 8,405 $273K 0.02% -4,300 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758 $272K 0.02% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 1 shares; 2025Q1: 1,334 shares; 2025Q2: 1,470 shares; 2025Q3: 1,352 shares; 2025Q4: 1,311 shares; 2026Q1: 1,391 shares 1,391 $272K 0.02% +80 Timeline JQUA 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: 5,192 shares; 2024Q4: 4 shares; 2025Q1: 4,958 shares; 2025Q2: 4,769 shares; 2025Q3: 4,768 shares; 2025Q4: 4,766 shares; 2026Q1: 4,410 shares 4,410 $270K 0.02% -356 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,400 shares 4,400 $270K 0.02% -290 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2 shares; 2025Q1: 2,276 shares; 2025Q2: 2,246 shares; 2025Q3: 2,170 shares; 2025Q4: 2,123 shares; 2026Q1: 2,358 shares 2,358 $269K 0.02% +235 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST 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: 2,565 shares; 2025Q3: 2,958 shares; 2025Q4: 2,977 shares; 2026Q1: 2,547 shares 2,547 $268K 0.02% -430 Timeline DXJ 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: 5,857 shares; 2024Q4: 6 shares; 2025Q1: 8,512 shares; 2025Q2: 8,546 shares; 2025Q3: 8,991 shares; 2025Q4: 2,621 shares; 2026Q1: 1,677 shares 1,677 $266K 0.02% -944 Timeline QDEC 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: 6,469 shares; 2024Q4: 6 shares; 2025Q1: 6,469 shares; 2025Q2: 6,469 shares; 2025Q3: 6,469 shares; 2025Q4: 8,409 shares; 2026Q1: 8,409 shares 8,409 $265K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6 shares; 2025Q1: 6,865 shares; 2025Q2: 6,140 shares; 2025Q3: 5,915 shares; 2025Q4: 5,785 shares; 2026Q1: 5,535 shares 5,535 $264K 0.02% -250 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,322 shares; 2024Q4: 15 shares; 2025Q1: 15,003 shares; 2025Q2: 15,093 shares; 2025Q3: 15,140 shares; 2025Q4: 15,445 shares; 2026Q1: 15,396 shares 15,396 $264K 0.02% -49 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 684 shares; 2026Q1: 3,284 shares 3,284 $263K 0.02% +2,600 Timeline FDTX 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: 7,217 shares; 2025Q4: 6,802 shares; 2026Q1: 7,117 shares 7,117 $263K 0.02% +315 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 659 shares; 2025Q3: 666 shares; 2025Q4: 1,003 shares; 2026Q1: 1,318 shares 1,318 $261K 0.02% +315 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6 shares; 2025Q1: 6,258 shares; 2025Q2: 6,249 shares; 2025Q3: 5,903 shares; 2025Q4: 5,785 shares; 2026Q1: 5,860 shares 5,860 $260K 0.02% +75 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 148 shares; 2025Q4: 155 shares; 2026Q1: 153 shares 153 $260K 0.02% -2 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: 10,843 shares; 2025Q4: 10,270 shares; 2026Q1: 10,270 shares 10,270 $260K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1 shares; 2025Q1: 1,724 shares; 2025Q2: 2,093 shares; 2025Q3: 1,848 shares; 2025Q4: 1,811 shares; 2026Q1: 1,841 shares 1,841 $260K 0.02% +30 Timeline FSEP 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: 2,959 shares; 2024Q4: 8 shares; 2025Q1: 6,098 shares; 2025Q2: 5,317 shares; 2025Q3: 5,613 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares 5,150 $259K 0.02% 0 Timeline ESGV 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: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 2,306 shares 2,306 $259K 0.02% +1,919 Timeline BICEY BIC SA Unsponsored ADR (France More: the full row for BIC SA Unsponsored ADR (France Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,310 shares; 2025Q3: 10,909 shares; 2025Q4: 10,909 shares; 2026Q1: 8,359 shares 8,359 $259K 0.02% -2,550 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: 35,466 shares; 2024Q4: 39 shares; 2025Q1: 39,076 shares; 2025Q2: 37,447 shares; 2025Q3: 37,447 shares; 2025Q4: 37,447 shares; 2026Q1: 46,172 shares 46,172 $259K 0.02% +8,725 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 1,032 shares; 2025Q3: 998 shares; 2025Q4: 1,500 shares; 2026Q1: 1,486 shares 1,486 $258K 0.02% -14 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 4 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 5,415 shares 5,415 $257K 0.02% +750 Timeline GSSC 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: 4,606 shares; 2024Q4: 4 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,472 shares; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares 3,452 $257K 0.02% 0 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,800 shares 3,800 $255K 0.02% +800 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 7,511 shares 7,511 $255K 0.02% +5,248 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4 shares; 2025Q1: 5,050 shares; 2025Q2: 5,031 shares; 2025Q3: 6,027 shares; 2025Q4: 6,005 shares; 2026Q1: 4,912 shares 4,912 $254K 0.02% -1,093 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2 shares; 2025Q1: 2,429 shares; 2025Q2: 3,350 shares; 2025Q3: 3,336 shares; 2025Q4: 3,295 shares; 2026Q1: 2,865 shares 2,865 $253K 0.02% -430 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 1,822 shares 1,822 $253K 0.02% +1,635 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 5 shares; 2025Q1: 6,007 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 6,650 shares; 2026Q1: 6,654 shares 6,654 $252K 0.02% +4 Timeline QMAR 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: 7,277 shares; 2024Q4: 7 shares; 2025Q1: 7,277 shares; 2025Q2: 7,277 shares; 2025Q3: 7,277 shares; 2025Q4: 7,277 shares; 2026Q1: 7,471 shares 7,471 $251K 0.02% +194 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1 shares; 2025Q1: 1,197 shares; 2025Q2: 1,182 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 873 shares 873 $250K 0.02% -299 Timeline ITA 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: 910 shares; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 893 shares; 2025Q3: 933 shares; 2025Q4: 970 shares; 2026Q1: 1,144 shares 1,144 $250K 0.02% +174 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 6,856 shares 6,856 $248K 0.02% new 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: 1,406 shares; 2024Q4: 1 shares; 2025Q1: 1,691 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $247K 0.02% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3 shares; 2025Q1: 7,412 shares; 2025Q2: 6,797 shares; 2025Q3: 6,745 shares; 2025Q4: 5,905 shares; 2026Q1: 3,615 shares 3,615 $246K 0.02% -2,290 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,743 shares; 2025Q3: 9,963 shares; 2025Q4: 7,928 shares; 2026Q1: 6,023 shares 6,023 $246K 0.02% -1,905 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 807 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 360 shares 360 $245K 0.02% -237 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $244K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 2 shares; 2025Q1: 11,252 shares; 2025Q2: 11,672 shares; 2025Q3: 11,230 shares; 2025Q4: 9,756 shares; 2026Q1: 8,342 shares 8,342 $243K 0.02% -1,414 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 8 shares; 2025Q1: 11,507 shares; 2025Q2: 11,529 shares; 2025Q3: 11,507 shares; 2025Q4: 11,507 shares; 2026Q1: 10,924 shares 10,924 $243K 0.02% -583 Timeline FRHLF FREEHOLD ROYALTY LTD ORDINARY More: the full row for FREEHOLD ROYALTY LTD ORDINARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares; 2026Q1: 19,475 shares 19,475 $243K 0.02% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4 shares; 2025Q1: 4,483 shares; 2025Q2: 4,722 shares; 2025Q3: 9,075 shares; 2025Q4: 9,075 shares; 2026Q1: 9,183 shares 9,183 $243K 0.02% +108 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 52,955 shares; 2026Q1: 54,058 shares 54,058 $242K 0.02% +1,103 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 11 shares; 2025Q1: 11,231 shares; 2025Q2: 11,231 shares; 2025Q3: 11,231 shares; 2025Q4: 11,246 shares; 2026Q1: 11,246 shares 11,246 $241K 0.02% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 440 shares; 2025Q3: 88 shares; 2025Q4: not reported; 2026Q1: 683 shares 683 $236K 0.02% new Timeline QQQH 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: 5,171 shares; 2025Q2: 5,157 shares; 2025Q3: 4,794 shares; 2025Q4: 4,803 shares; 2026Q1: 4,562 shares 4,562 $234K 0.02% -241 Timeline DFEB 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: 3,675 shares; 2024Q4: 3 shares; 2025Q1: 4,327 shares; 2025Q2: 5,733 shares; 2025Q3: 5,695 shares; 2025Q4: 5,490 shares; 2026Q1: 4,915 shares 4,915 $233K 0.02% -575 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1 shares; 2025Q1: 872 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $232K 0.02% 0 Timeline IGV 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: 1,750 shares; 2024Q4: 1 shares; 2025Q1: 1,750 shares; 2025Q2: 4,093 shares; 2025Q3: 3,582 shares; 2025Q4: 1,750 shares; 2026Q1: 2,900 shares 2,900 $232K 0.02% +1,150 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4 shares; 2025Q1: 3,642 shares; 2025Q2: 3,971 shares; 2025Q3: 3,984 shares; 2025Q4: 4,029 shares; 2026Q1: 3,134 shares 3,134 $232K 0.02% -895 Timeline FXN 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: 26,652 shares; 2024Q4: 21 shares; 2025Q1: 18,575 shares; 2025Q2: 26,620 shares; 2025Q3: 10,654 shares; 2025Q4: 10,276 shares; 2026Q1: 10,246 shares 10,246 $230K 0.02% -30 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 3,761 shares; 2025Q4: 3,518 shares; 2026Q1: 3,092 shares 3,092 $230K 0.02% -426 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 15 shares; 2025Q1: 15,965 shares; 2025Q2: 16,099 shares; 2025Q3: 16,231 shares; 2025Q4: 19,770 shares; 2026Q1: 16,657 shares 16,657 $229K 0.02% -3,113 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,663 shares; 2026Q1: 4,580 shares 4,580 $229K 0.02% -83 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares; 2026Q1: 4,006 shares 4,006 $228K 0.02% +3,100 Timeline VDC 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: 145 shares; 2024Q4: 1 shares; 2025Q1: 1,386 shares; 2025Q2: 2,007 shares; 2025Q3: 2,110 shares; 2025Q4: 1,294 shares; 2026Q1: 1,017 shares 1,017 $228K 0.02% -277 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5 shares; 2025Q1: 5,799 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares; 2025Q4: 5,723 shares; 2026Q1: 6,260 shares 6,260 $228K 0.02% +537 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 182 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $228K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 7 shares; 2025Q1: 7,779 shares; 2025Q2: 8,409 shares; 2025Q3: 6,470 shares; 2025Q4: 6,045 shares; 2026Q1: 5,801 shares 5,801 $226K 0.02% -244 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $226K 0.02% 0 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 10 shares; 2025Q1: 12,544 shares; 2025Q2: 13,103 shares; 2025Q3: 18,630 shares; 2025Q4: 16,349 shares; 2026Q1: 15,554 shares 15,554 $226K 0.02% -795 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,202 shares; 2024Q4: 58 shares; 2025Q1: 64,849 shares; 2025Q2: 66,710 shares; 2025Q3: 66,296 shares; 2025Q4: 35,123 shares; 2026Q1: 19,672 shares 19,672 $225K 0.02% -15,451 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 3,017 shares; 2025Q4: 3,115 shares; 2026Q1: 2,420 shares 2,420 $224K 0.02% -695 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1 shares; 2025Q1: 1,434 shares; 2025Q2: 1,249 shares; 2025Q3: 1,784 shares; 2025Q4: 1,626 shares; 2026Q1: 1,487 shares 1,487 $223K 0.02% -139 Timeline AIR AAR CORP More: the full row for AAR 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: 342 shares; 2026Q1: 2,038 shares 2,038 $223K 0.02% +1,696 Timeline SPTM 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: 1,355 shares; 2024Q4: 1 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,820 shares 2,820 $223K 0.02% +300 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2 shares; 2025Q1: 2,328 shares; 2025Q2: 2,349 shares; 2025Q3: 2,253 shares; 2025Q4: 2,258 shares; 2026Q1: 2,265 shares 2,265 $221K 0.02% +7 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2 shares; 2025Q1: 3,180 shares; 2025Q2: 3,363 shares; 2025Q3: 2,803 shares; 2025Q4: 2,785 shares; 2026Q1: 1,084 shares 1,084 $221K 0.02% -1,701 Timeline DGRO 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: 2,080 shares; 2024Q4: 2 shares; 2025Q1: 2,080 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,427 shares; 2026Q1: 3,147 shares 3,147 $221K 0.02% +720 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG 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: 3,891 shares; 2025Q4: 3,499 shares; 2026Q1: 4,492 shares 4,492 $221K 0.02% +993 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2 shares; 2025Q1: 3,025 shares; 2025Q2: 2,835 shares; 2025Q3: 1,535 shares; 2025Q4: 1,517 shares; 2026Q1: 1,520 shares 1,520 $221K 0.02% +3 Timeline IFNNY INFINEON TECHNOLOGIES-ADR More: the full row for INFINEON TECHNOLOGIES-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 5,041 shares; 2025Q4: 5,041 shares; 2026Q1: 5,041 shares 5,041 $221K 0.02% 0 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 4,699 shares; 2026Q1: 8,883 shares 8,883 $218K 0.02% +4,184 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,286 shares; 2025Q3: 22,508 shares; 2025Q4: 27,144 shares; 2026Q1: 20,883 shares 20,883 $218K 0.02% -6,261 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 251 shares; 2026Q1: 916 shares 916 $218K 0.02% +665 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,329 shares; 2026Q1: 2,163 shares 2,163 $218K 0.02% -1,166 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 7 shares; 2025Q1: 7,681 shares; 2025Q2: 3,923 shares; 2025Q3: 3,465 shares; 2025Q4: 4,071 shares; 2026Q1: 4,101 shares 4,101 $217K 0.02% +30 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,055 shares; 2024Q4: 35 shares; 2025Q1: 36,537 shares; 2025Q2: 37,352 shares; 2025Q3: 38,371 shares; 2025Q4: 36,799 shares; 2026Q1: 38,831 shares 38,831 $216K 0.02% +2,032 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 668 shares 668 $215K 0.02% +538 Timeline VICR VICOR CORP More: the full row for VICOR 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: 333 shares; 2026Q1: 1,329 shares 1,329 $214K 0.02% +996 Timeline RWR 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: 238 shares; 2024Q4: 2 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares 2,108 $213K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9 shares; 2025Q1: 8,361 shares; 2025Q2: 7,776 shares; 2025Q3: 7,329 shares; 2025Q4: 6,886 shares; 2026Q1: 6,036 shares 6,036 $212K 0.02% -850 Timeline GOCT 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: 5 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares; 2026Q1: 5,489 shares 5,489 $212K 0.02% 0 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: 3,361 shares; 2024Q4: 2 shares; 2025Q1: 2,961 shares; 2025Q2: 3,464 shares; 2025Q3: 4,254 shares; 2025Q4: 2,629 shares; 2026Q1: 2,098 shares 2,098 $211K 0.02% -531 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1 shares; 2025Q1: 1,016 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 983 shares 983 $211K 0.02% -1 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,378 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $210K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3 shares; 2025Q1: 3,629 shares; 2025Q2: 3,745 shares; 2025Q3: 3,620 shares; 2025Q4: 3,123 shares; 2026Q1: 3,215 shares 3,215 $209K 0.02% +92 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: 1,516 shares; 2025Q4: 3,627 shares; 2026Q1: 3,653 shares 3,653 $208K 0.02% +26 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: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,084 shares; 2026Q1: 3,249 shares 3,249 $208K 0.02% -835 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: 3,650 shares; 2024Q4: 3 shares; 2025Q1: 4,967 shares; 2025Q2: 5,143 shares; 2025Q3: 5,401 shares; 2025Q4: 5,192 shares; 2026Q1: 4,639 shares 4,639 $208K 0.02% -553 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 6,494 shares; 2025Q3: 88,428 shares; 2025Q4: 90,682 shares; 2026Q1: 46,832 shares 46,832 $207K 0.02% -43,850 Timeline BUG 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: 3 shares; 2025Q1: 3,043 shares; 2025Q2: 3,824 shares; 2025Q3: 8,035 shares; 2025Q4: 8,501 shares; 2026Q1: 8,100 shares 8,100 $203K 0.02% -401 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: 2,000 shares; 2024Q4: 2 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $203K 0.02% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 11 shares; 2025Q1: 11,209 shares; 2025Q2: 11,358 shares; 2025Q3: 11,510 shares; 2025Q4: 10,172 shares; 2026Q1: 11,799 shares 11,799 $202K 0.02% +1,627 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,227 shares; 2024Q4: 22 shares; 2025Q1: 12,493 shares; 2025Q2: 10,944 shares; 2025Q3: 8,624 shares; 2025Q4: 12,322 shares; 2026Q1: 10,933 shares 10,933 $201K 0.02% -1,389 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3 shares; 2025Q1: 3,664 shares; 2025Q2: 3,655 shares; 2025Q3: 3,437 shares; 2025Q4: 3,572 shares; 2026Q1: 2,881 shares 2,881 $201K 0.02% -691 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: 1,860 shares; 2024Q4: 1 shares; 2025Q1: 2,968 shares; 2025Q2: 3,855 shares; 2025Q3: 3,946 shares; 2025Q4: 3,939 shares; 2026Q1: 3,946 shares 3,946 $200K 0.02% +7 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1 shares; 2025Q1: 1,805 shares; 2025Q2: 9,446 shares; 2025Q3: 9,684 shares; 2025Q4: 1,757 shares; 2026Q1: 1,752 shares 1,752 $197K 0.01% -5 Timeline AOA 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: 331 shares; 2025Q2: 612 shares; 2025Q3: 1,335 shares; 2025Q4: 1,331 shares; 2026Q1: 2,209 shares 2,209 $196K 0.01% +878 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4 shares; 2025Q1: 4,706 shares; 2025Q2: 4,589 shares; 2025Q3: 4,374 shares; 2025Q4: 4,276 shares; 2026Q1: 4,181 shares 4,181 $195K 0.01% -95 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: 7 shares; 2025Q1: 7,763 shares; 2025Q2: 7,608 shares; 2025Q3: 6,973 shares; 2025Q4: 6,658 shares; 2026Q1: 6,498 shares 6,498 $195K 0.01% -160 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: 5,924 shares; 2024Q4: 5 shares; 2025Q1: 5,713 shares; 2025Q2: 5,455 shares; 2025Q3: 2,981 shares; 2025Q4: 2,995 shares; 2026Q1: 3,006 shares 3,006 $194K 0.01% +11 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5 shares; 2025Q1: 5,273 shares; 2025Q2: 5,273 shares; 2025Q3: 5,273 shares; 2025Q4: 3,335 shares; 2026Q1: 7,735 shares 7,735 $194K 0.01% +4,400 Timeline REET 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: 210 shares; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 3,530 shares; 2025Q3: 6,557 shares; 2025Q4: 7,311 shares; 2026Q1: 7,694 shares 7,694 $194K 0.01% +383 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 9,758 shares; 2026Q1: 7,249 shares 7,249 $193K 0.01% -2,509 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,812 shares; 2024Q4: 20 shares; 2025Q1: 23,814 shares; 2025Q2: 34,098 shares; 2025Q3: 23,792 shares; 2025Q4: 18,494 shares; 2026Q1: 23,656 shares 23,656 $193K 0.01% +5,162 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 4,278 shares; 2025Q3: 6,500 shares; 2025Q4: 7,521 shares; 2026Q1: 7,955 shares 7,955 $193K 0.01% +434 Timeline VLU 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: 588 shares; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 1,229 shares; 2025Q3: 1,543 shares; 2025Q4: 1,255 shares; 2026Q1: 898 shares 898 $193K 0.01% -357 Timeline QTEC 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: 719 shares; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $192K 0.01% 0 Timeline GOVT 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: 10,187 shares; 2024Q4: 5 shares; 2025Q1: 5,860 shares; 2025Q2: 8,071 shares; 2025Q3: 7,550 shares; 2025Q4: 6,818 shares; 2026Q1: 8,382 shares 8,382 $192K 0.01% +1,564 Timeline AZZ AZZ INC More: the full row for AZZ 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: 1,533 shares 1,533 $192K 0.01% new Timeline FPX 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: 1,198 shares; 2024Q4: 1 shares; 2025Q1: 1,199 shares; 2025Q2: 3,265 shares; 2025Q3: 1,203 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $191K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: not reported; 2025Q1: 3,249 shares; 2025Q2: 4,851 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares; 2026Q1: 2,531 shares 2,531 $191K 0.01% -2,238 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: 3,371 shares; 2024Q4: 3 shares; 2025Q1: 3,552 shares; 2025Q2: 3,763 shares; 2025Q3: 3,674 shares; 2025Q4: 3,980 shares; 2026Q1: 3,442 shares 3,442 $191K 0.01% -538 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 11 shares; 2025Q1: 10,347 shares; 2025Q2: 5,991 shares; 2025Q3: 3,309 shares; 2025Q4: 2,183 shares; 2026Q1: 2,191 shares 2,191 $191K 0.01% +8 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4 shares; 2025Q1: 5,209 shares; 2025Q2: 5,253 shares; 2025Q3: 5,072 shares; 2025Q4: 5,387 shares; 2026Q1: 4,500 shares 4,500 $190K 0.01% -887 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1 shares; 2025Q1: 1,763 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 2,690 shares; 2026Q1: 3,785 shares 3,785 $189K 0.01% +1,095 Timeline FIGS FIGS INC More: the full row for FIGS 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: 10,462 shares; 2026Q1: 12,792 shares 12,792 $189K 0.01% +2,330 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: 12,791 shares; 2024Q4: 12 shares; 2025Q1: 12,232 shares; 2025Q2: 15,807 shares; 2025Q3: 1,468 shares; 2025Q4: 1,470 shares; 2026Q1: 1,472 shares 1,472 $189K 0.01% +2 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9 shares; 2025Q1: 7,492 shares; 2025Q2: 6,883 shares; 2025Q3: 5,396 shares; 2025Q4: 4,851 shares; 2026Q1: 4,321 shares 4,321 $189K 0.01% -530 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2 shares; 2025Q1: 2,151 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $188K 0.01% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2 shares; 2025Q1: 2,925 shares; 2025Q2: 7,126 shares; 2025Q3: 7,268 shares; 2025Q4: 7,600 shares; 2026Q1: 5,928 shares 5,928 $188K 0.01% -1,672 Timeline FAPR 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: 3,393 shares; 2024Q4: 3 shares; 2025Q1: 3,246 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares 4,155 $187K 0.01% 0 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2 shares; 2025Q1: 2,403 shares; 2025Q2: 4,853 shares; 2025Q3: 4,966 shares; 2025Q4: 9,796 shares; 2026Q1: 9,903 shares 9,903 $186K 0.01% +107 Timeline FXU 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: 7,619 shares; 2024Q4: 7 shares; 2025Q1: 3,599 shares; 2025Q2: 3,539 shares; 2025Q3: 3,546 shares; 2025Q4: 3,751 shares; 2026Q1: 3,754 shares 3,754 $186K 0.01% +3 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 539 shares; 2025Q3: 817 shares; 2025Q4: 1,313 shares; 2026Q1: 1,395 shares 1,395 $186K 0.01% +82 Timeline EIPI 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: 8,404 shares; 2024Q4: 8 shares; 2025Q1: 46,397 shares; 2025Q2: 52,637 shares; 2025Q3: 58,846 shares; 2025Q4: 62,831 shares; 2026Q1: 8,238 shares 8,238 $185K 0.01% -54,593 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4 shares; 2025Q1: 4,682 shares; 2025Q2: 4,682 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares; 2026Q1: 4,682 shares 4,682 $185K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 725 shares; 2025Q3: 1,880 shares; 2025Q4: 4,016 shares; 2026Q1: 932 shares 932 $184K 0.01% -3,084 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3 shares; 2025Q1: 3,153 shares; 2025Q2: 3,172 shares; 2025Q3: 2,949 shares; 2025Q4: 2,817 shares; 2026Q1: 2,216 shares 2,216 $184K 0.01% -601 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: 14,850 shares; 2024Q4: 14 shares; 2025Q1: 18,455 shares; 2025Q2: 18,455 shares; 2025Q3: 18,455 shares; 2025Q4: 18,455 shares; 2026Q1: 25,205 shares 25,205 $183K 0.01% +6,750 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3 shares; 2025Q1: 5,286 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares; 2026Q1: 5,469 shares 5,469 $183K 0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares 2,034 $180K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1 shares; 2025Q1: 1,674 shares; 2025Q2: 1,544 shares; 2025Q3: 1,516 shares; 2025Q4: 1,640 shares; 2026Q1: 1,679 shares 1,679 $179K 0.01% +39 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9 shares; 2025Q1: 10,794 shares; 2025Q2: 10,874 shares; 2025Q3: 10,905 shares; 2025Q4: 8,937 shares; 2026Q1: 7,020 shares 7,020 $179K 0.01% -1,917 Timeline ITB 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: 1,809 shares; 2024Q4: 1 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,967 shares; 2026Q1: 1,979 shares 1,979 $179K 0.01% +12 Timeline QQQI 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: 1,882 shares; 2025Q4: 2,524 shares; 2026Q1: 3,576 shares 3,576 $178K 0.01% +1,052 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 7 shares; 2025Q1: 7,491 shares; 2025Q2: 8,284 shares; 2025Q3: 9,207 shares; 2025Q4: 9,231 shares; 2026Q1: 10,251 shares 10,251 $177K 0.01% +1,020 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1 shares; 2025Q1: 1,896 shares; 2025Q2: 1,707 shares; 2025Q3: 1,718 shares; 2025Q4: 1,077 shares; 2026Q1: 770 shares 770 $177K 0.01% -307 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4 shares; 2025Q1: 5,107 shares; 2025Q2: 3,107 shares; 2025Q3: 6,729 shares; 2025Q4: 6,729 shares; 2026Q1: 6,835 shares 6,835 $177K 0.01% +106 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2 shares; 2025Q1: 1,366 shares; 2025Q2: 1,130 shares; 2025Q3: 913 shares; 2025Q4: 930 shares; 2026Q1: 878 shares 878 $176K 0.01% -52 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: 3,562 shares; 2024Q4: 3 shares; 2025Q1: 3,562 shares; 2025Q2: 2,937 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,813 shares 2,813 $176K 0.01% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 493 shares; 2025Q3: 776 shares; 2025Q4: 1,509 shares; 2026Q1: 1,605 shares 1,605 $175K 0.01% +96 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2 shares; 2025Q1: 2,940 shares; 2025Q2: 2,928 shares; 2025Q3: 2,911 shares; 2025Q4: 2,871 shares; 2026Q1: 2,320 shares 2,320 $175K 0.01% -551 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 1 shares; 2025Q1: 1,558 shares; 2025Q2: 998 shares; 2025Q3: 949 shares; 2025Q4: 958 shares; 2026Q1: 956 shares 956 $174K 0.01% -2 Timeline IYF 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: 1,475 shares; 2024Q4: 1 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,416 shares; 2025Q4: 1,483 shares; 2026Q1: 1,479 shares 1,479 $174K 0.01% -4 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 18,300 shares 18,300 $173K 0.01% +1,000 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3 shares; 2025Q1: 3,884 shares; 2025Q2: 3,869 shares; 2025Q3: 5,132 shares; 2025Q4: 5,174 shares; 2026Q1: 4,432 shares 4,432 $173K 0.01% -742 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: 2,083 shares; 2024Q4: 2 shares; 2025Q1: 1,933 shares; 2025Q2: 1,819 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,850 shares 1,850 $173K 0.01% -50 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 7 shares; 2025Q1: 7,978 shares; 2025Q2: 7,998 shares; 2025Q3: 11,947 shares; 2025Q4: 11,966 shares; 2026Q1: 19,771 shares 19,771 $171K 0.01% +7,805 Timeline EMXC 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: 9,057 shares; 2024Q4: 8 shares; 2025Q1: 6,505 shares; 2025Q2: 1,367 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 2,174 shares 2,174 $171K 0.01% +810 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 5,103 shares 5,103 $170K 0.01% 0 Timeline QUAL 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: 2,752 shares; 2024Q4: 2 shares; 2025Q1: 2,611 shares; 2025Q2: 1,030 shares; 2025Q3: 790 shares; 2025Q4: 579 shares; 2026Q1: 885 shares 885 $170K 0.01% +306 Timeline FFEB 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: 3,793 shares; 2024Q4: 3 shares; 2025Q1: 3,331 shares; 2025Q2: 3,626 shares; 2025Q3: 3,327 shares; 2025Q4: 3,327 shares; 2026Q1: 3,017 shares 3,017 $168K 0.01% -310 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 14,095 shares; 2025Q4: 18,795 shares; 2026Q1: 36,623 shares 36,623 $168K 0.01% +17,828 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 7,991 shares; 2025Q3: 8,004 shares; 2025Q4: 8,020 shares; 2026Q1: 9,769 shares 9,769 $168K 0.01% +1,749 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: 1,349 shares; 2024Q4: 6 shares; 2025Q1: 6,426 shares; 2025Q2: 7,253 shares; 2025Q3: 8,068 shares; 2025Q4: 8,525 shares; 2026Q1: 10,013 shares 10,013 $168K 0.01% +1,488 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1 shares; 2025Q1: 1,250 shares; 2025Q2: 1,306 shares; 2025Q3: 1,331 shares; 2025Q4: 1,348 shares; 2026Q1: 2,038 shares 2,038 $168K 0.01% +690 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5 shares; 2025Q1: 5,224 shares; 2025Q2: 5,665 shares; 2025Q3: 5,172 shares; 2025Q4: 3,808 shares; 2026Q1: 4,022 shares 4,022 $168K 0.01% +214 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,481 shares 11,481 $167K 0.01% new Timeline FDEC 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: 3,488 shares; 2024Q4: 3 shares; 2025Q1: 4,339 shares; 2025Q2: 4,723 shares; 2025Q3: 4,195 shares; 2025Q4: 3,913 shares; 2026Q1: 3,354 shares 3,354 $167K 0.01% -559 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 8 shares; 2025Q1: 1,930 shares; 2025Q2: 1,968 shares; 2025Q3: 4,945 shares; 2025Q4: 4,888 shares; 2026Q1: 6,232 shares 6,232 $166K 0.01% +1,344 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY 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: 4,832 shares; 2025Q3: 4,832 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares 4,880 $166K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2 shares; 2025Q1: 2,297 shares; 2025Q2: 2,117 shares; 2025Q3: 1,947 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares 1,762 $166K 0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,648 shares; 2025Q3: 7,635 shares; 2025Q4: 6,406 shares; 2026Q1: 6,313 shares 6,313 $165K 0.01% -93 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 7 shares; 2025Q1: 4,732 shares; 2025Q2: 4,418 shares; 2025Q3: 4,180 shares; 2025Q4: 4,565 shares; 2026Q1: 4,047 shares 4,047 $165K 0.01% -518 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 994 shares; 2026Q1: 1,447 shares 1,447 $165K 0.01% +453 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: 2,563 shares; 2024Q4: 2 shares; 2025Q1: 2,400 shares; 2025Q2: 2,447 shares; 2025Q3: 2,362 shares; 2025Q4: 2,360 shares; 2026Q1: 2,375 shares 2,375 $165K 0.01% +15 Timeline ITDD 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: 4,184 shares; 2025Q2: 4,184 shares; 2025Q3: 4,183 shares; 2025Q4: 4,189 shares; 2026Q1: 4,679 shares 4,679 $163K 0.01% +490 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: 1,294 shares; 2025Q3: 2,144 shares; 2025Q4: 2,158 shares; 2026Q1: 2,172 shares 2,172 $163K 0.01% +14 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11 shares; 2025Q1: 16,928 shares; 2025Q2: 13,321 shares; 2025Q3: 13,386 shares; 2025Q4: 12,000 shares; 2026Q1: 11,549 shares 11,549 $163K 0.01% -451 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 149 shares; 2025Q3: 122 shares; 2025Q4: 116 shares; 2026Q1: 122 shares 122 $161K 0.01% +6 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4 shares; 2025Q1: 4,049 shares; 2025Q2: 4,584 shares; 2025Q3: 5,619 shares; 2025Q4: 6,440 shares; 2026Q1: 7,137 shares 7,137 $161K 0.01% +697 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2 shares; 2025Q1: 2,712 shares; 2025Q2: 2,758 shares; 2025Q3: 2,776 shares; 2025Q4: 2,814 shares; 2026Q1: 2,011 shares 2,011 $161K 0.01% -803 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8 shares; 2025Q1: 8,263 shares; 2025Q2: 8,263 shares; 2025Q3: 8,263 shares; 2025Q4: 8,263 shares; 2026Q1: 6,077 shares 6,077 $160K 0.01% -2,186 Timeline USMF 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: 25,797 shares; 2024Q4: 27 shares; 2025Q1: 4,763 shares; 2025Q2: 4,813 shares; 2025Q3: 4,793 shares; 2025Q4: 4,346 shares; 2026Q1: 3,237 shares 3,237 $160K 0.01% -1,109 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 1,083 shares; 2025Q3: 1,108 shares; 2025Q4: 1,085 shares; 2026Q1: 842 shares 842 $160K 0.01% -243 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $159K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 20 shares; 2025Q1: 8,788 shares; 2025Q2: 16,263 shares; 2025Q3: 17,059 shares; 2025Q4: 14,766 shares; 2026Q1: 15,808 shares 15,808 $159K 0.01% +1,042 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 358 shares; 2025Q4: 715 shares; 2026Q1: 620 shares 620 $158K 0.01% -95 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares; 2026Q1: 2,165 shares 2,165 $158K 0.01% 0 Timeline PJAN 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: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 3,421 shares 3,421 $158K 0.01% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 5,047 shares; 2026Q1: 5,200 shares 5,200 $157K 0.01% +153 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8 shares; 2025Q1: 8,064 shares; 2025Q2: 6,845 shares; 2025Q3: 6,860 shares; 2025Q4: 6,885 shares; 2026Q1: 7,456 shares 7,456 $157K 0.01% +571 Timeline KJAN 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: 382 shares; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,745 shares 3,745 $156K 0.01% +235 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 655 shares; 2025Q3: 580 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $156K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2 shares; 2025Q1: 2,546 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,322 shares 2,322 $155K 0.01% -48 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: 3,147 shares; 2024Q4: 4 shares; 2025Q1: 230 shares; 2025Q2: 73 shares; 2025Q3: 1,279 shares; 2025Q4: 1,395 shares; 2026Q1: 5,374 shares 5,374 $155K 0.01% +3,979 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 1 shares; 2025Q1: 1,725 shares; 2025Q2: 1,524 shares; 2025Q3: 1,394 shares; 2025Q4: 1,309 shares; 2026Q1: 1,462 shares 1,462 $155K 0.01% +153 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 1,165 shares; 2025Q3: 1,443 shares; 2025Q4: 1,295 shares; 2026Q1: 1,396 shares 1,396 $154K 0.01% +101 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3 shares; 2025Q1: 3,643 shares; 2025Q2: 3,296 shares; 2025Q3: 2,254 shares; 2025Q4: 4,115 shares; 2026Q1: 3,076 shares 3,076 $154K 0.01% -1,039 Timeline IXUS 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: 355 shares; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 2,090 shares; 2025Q3: 2,004 shares; 2025Q4: 1,941 shares; 2026Q1: 1,773 shares 1,773 $154K 0.01% -168 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,938 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares 3,789 $154K 0.01% 0 Timeline YDEC 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: 1,511 shares; 2024Q4: 3 shares; 2025Q1: 5,834 shares; 2025Q2: 5,834 shares; 2025Q3: 5,834 shares; 2025Q4: 5,834 shares; 2026Q1: 5,834 shares 5,834 $153K 0.01% 0 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: 1,471 shares; 2024Q4: 1 shares; 2025Q1: 1,346 shares; 2025Q2: 1,342 shares; 2025Q3: 1,467 shares; 2025Q4: 1,836 shares; 2026Q1: 1,805 shares 1,805 $153K 0.01% -31 Timeline DDEC 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: 2,864 shares; 2024Q4: 3 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,328 shares; 2026Q1: 3,450 shares 3,450 $153K 0.01% -878 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 340 shares; 2025Q3: 1,504 shares; 2025Q4: 3,414 shares; 2026Q1: 5,628 shares 5,628 $152K 0.01% +2,214 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3 shares; 2025Q1: 2,834 shares; 2025Q2: 2,698 shares; 2025Q3: 2,431 shares; 2025Q4: 2,421 shares; 2026Q1: 2,426 shares 2,426 $152K 0.01% +5 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3 shares; 2025Q1: 2,849 shares; 2025Q2: 2,840 shares; 2025Q3: 3,109 shares; 2025Q4: 3,951 shares; 2026Q1: 3,887 shares 3,887 $151K 0.01% -64 Timeline IYG 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: 876 shares; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 1,372 shares; 2025Q3: 1,365 shares; 2025Q4: 1,990 shares; 2026Q1: 1,828 shares 1,828 $151K 0.01% -162 Timeline MSML 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: 2,169 shares; 2024Q4: 2 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares 2,325 $151K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 1 shares; 2025Q1: 1,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,564 shares; 2025Q4: 2,543 shares; 2026Q1: 2,585 shares 2,585 $151K 0.01% +42 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,314 shares 2,314 $151K 0.01% -10 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3 shares; 2025Q1: 3,207 shares; 2025Q2: 3,174 shares; 2025Q3: 3,152 shares; 2025Q4: 3,108 shares; 2026Q1: 2,512 shares 2,512 $151K 0.01% -596 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 2,349 shares; 2026Q1: 1,773 shares 1,773 $151K 0.01% -576 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,306 shares 1,306 $150K 0.01% +50 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 2,808 shares 2,808 $150K 0.01% +2,743 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3 shares; 2025Q1: 3,756 shares; 2025Q2: 3,792 shares; 2025Q3: 3,827 shares; 2025Q4: 3,540 shares; 2026Q1: 3,297 shares 3,297 $148K 0.01% -243 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: not reported; 2025Q1: 2,101 shares; 2025Q2: 1,255 shares; 2025Q3: 1,224 shares; 2025Q4: 1,312 shares; 2026Q1: 1,331 shares 1,331 $148K 0.01% +19 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,464 shares; 2026Q1: 2,769 shares 2,769 $147K 0.01% -695 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: 748 shares; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $147K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 10 shares; 2025Q1: 9,718 shares; 2025Q2: 9,245 shares; 2025Q3: 6,891 shares; 2025Q4: 5,833 shares; 2026Q1: 5,343 shares 5,343 $147K 0.01% -490 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,088 shares; 2024Q4: 20 shares; 2025Q1: 20,811 shares; 2025Q2: 21,023 shares; 2025Q3: 4,125 shares; 2025Q4: 3,109 shares; 2026Q1: 3,931 shares 3,931 $146K 0.01% +822 Timeline IGRO 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: 653 shares; 2025Q2: 676 shares; 2025Q3: 845 shares; 2025Q4: 1,541 shares; 2026Q1: 1,746 shares 1,746 $146K 0.01% +205 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 431 shares 431 $146K 0.01% new Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 6,536 shares; 2026Q1: 7,617 shares 7,617 $146K 0.01% +1,081 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1 shares; 2025Q1: 1,622 shares; 2025Q2: 1,969 shares; 2025Q3: 1,542 shares; 2025Q4: 1,546 shares; 2026Q1: 1,527 shares 1,527 $146K 0.01% -19 Timeline BUFQ 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: 3 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,841 shares; 2026Q1: 4,116 shares 4,116 $145K 0.01% +275 Timeline MLPA 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: 640 shares; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,683 shares; 2026Q1: 2,694 shares 2,694 $145K 0.01% +11 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: 3,732 shares; 2026Q1: 2,553 shares 2,553 $145K 0.01% -1,179 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,484 shares 12,484 $145K 0.01% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6 shares; 2025Q1: 6,685 shares; 2025Q2: 9,346 shares; 2025Q3: 9,346 shares; 2025Q4: 9,278 shares; 2026Q1: 7,740 shares 7,740 $145K 0.01% -1,538 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,579 shares; 2025Q4: 5,579 shares; 2026Q1: 5,579 shares 5,579 $144K 0.01% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 29 shares; 2026Q1: 5,441 shares 5,441 $144K 0.01% +5,412 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1 shares; 2025Q1: 1,745 shares; 2025Q2: 3,482 shares; 2025Q3: 3,279 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares 3,098 $144K 0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 9 shares; 2025Q1: 9,531 shares; 2025Q2: 9,570 shares; 2025Q3: 9,608 shares; 2025Q4: 8,346 shares; 2026Q1: 8,393 shares 8,393 $144K 0.01% +47 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: not reported; 2025Q1: 312 shares; 2025Q2: 3,123 shares; 2025Q3: 3,349 shares; 2025Q4: not reported; 2026Q1: 2,608 shares 2,608 $143K 0.01% new 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: 667 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 719 shares; 2025Q3: 737 shares; 2025Q4: 729 shares; 2026Q1: 657 shares 657 $142K 0.01% -72 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,967 shares; 2024Q4: 5 shares; 2025Q1: 5,887 shares; 2025Q2: 1,488 shares; 2025Q3: 1,217 shares; 2025Q4: 1,040 shares; 2026Q1: 1,014 shares 1,014 $141K 0.01% -26 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: 10,979 shares; 2024Q4: 7 shares; 2025Q1: 7,580 shares; 2025Q2: 6,307 shares; 2025Q3: 5,907 shares; 2025Q4: 5,907 shares; 2026Q1: 4,721 shares 4,721 $140K 0.01% -1,186 Timeline BUFZ 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: 6,423 shares; 2024Q4: 7 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 5,336 shares 5,336 $140K 0.01% -2,145 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 922 shares; 2025Q3: 1,137 shares; 2025Q4: 1,079 shares; 2026Q1: 1,312 shares 1,312 $140K 0.01% +233 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: 793 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 3,166 shares; 2025Q3: 1,243 shares; 2025Q4: 1,236 shares; 2026Q1: 1,103 shares 1,103 $140K 0.01% -133 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1 shares; 2025Q1: 1,324 shares; 2025Q2: 1,270 shares; 2025Q3: 802 shares; 2025Q4: 827 shares; 2026Q1: 827 shares 827 $140K 0.01% 0 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP 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: 4,865 shares; 2025Q3: 3,288 shares; 2025Q4: 1,403 shares; 2026Q1: 5,188 shares 5,188 $140K 0.01% +3,785 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9 shares; 2025Q1: 9,794 shares; 2025Q2: 11,173 shares; 2025Q3: 13,972 shares; 2025Q4: 13,972 shares; 2026Q1: 8,982 shares 8,982 $140K 0.01% -4,990 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 805 shares; 2025Q3: 1,080 shares; 2025Q4: 1,044 shares; 2026Q1: 1,017 shares 1,017 $140K 0.01% -27 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 134 shares; 2025Q3: 168 shares; 2025Q4: 154 shares; 2026Q1: 120 shares 120 $139K 0.01% -34 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3 shares; 2025Q1: 3,422 shares; 2025Q2: 3,410 shares; 2025Q3: 3,106 shares; 2025Q4: 3,234 shares; 2026Q1: 2,597 shares 2,597 $139K 0.01% -637 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,859 shares; 2024Q4: 10 shares; 2025Q1: 11,134 shares; 2025Q2: 15,945 shares; 2025Q3: 15,292 shares; 2025Q4: 15,265 shares; 2026Q1: 12,923 shares 12,923 $139K 0.01% -2,342 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,998 shares; 2026Q1: 5,885 shares 5,885 $139K 0.01% +3,887 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: 608 shares; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 531 shares; 2025Q3: 529 shares; 2025Q4: 537 shares; 2026Q1: 515 shares 515 $137K 0.01% -22 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8 shares; 2025Q1: 8,965 shares; 2025Q2: 9,774 shares; 2025Q3: 6,592 shares; 2025Q4: 7,153 shares; 2026Q1: 6,394 shares 6,394 $137K 0.01% -759 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 5 shares; 2025Q1: 5,407 shares; 2025Q2: 5,755 shares; 2025Q3: 6,070 shares; 2025Q4: 4,821 shares; 2026Q1: 5,398 shares 5,398 $136K 0.01% +577 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 406 shares; 2025Q3: 425 shares; 2025Q4: 439 shares; 2026Q1: 446 shares 446 $136K 0.01% +7 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER 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: 1,740 shares; 2025Q3: 1,897 shares; 2025Q4: 2,330 shares; 2026Q1: 2,296 shares 2,296 $136K 0.01% -34 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 10 shares; 2025Q1: 10,008 shares; 2025Q2: 9,847 shares; 2025Q3: 9,539 shares; 2025Q4: 8,539 shares; 2026Q1: 8,639 shares 8,639 $135K 0.01% +100 Timeline DOCT 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: 3,577 shares; 2024Q4: 5 shares; 2025Q1: 4,737 shares; 2025Q2: 4,000 shares; 2025Q3: 3,211 shares; 2025Q4: 3,274 shares; 2026Q1: 3,108 shares 3,108 $135K 0.01% -166 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2 shares; 2025Q1: 2,133 shares; 2025Q2: 2,136 shares; 2025Q3: 2,163 shares; 2025Q4: 2,173 shares; 2026Q1: 2,170 shares 2,170 $134K 0.01% -3 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2 shares; 2025Q1: 1,869 shares; 2025Q2: 1,622 shares; 2025Q3: 1,554 shares; 2025Q4: 1,766 shares; 2026Q1: 1,601 shares 1,601 $134K 0.01% -165 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 1,579 shares 1,579 $134K 0.01% new 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: 162 shares; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 137 shares; 2025Q3: 127 shares; 2025Q4: 126 shares; 2026Q1: 224 shares 224 $132K 0.01% +98 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $132K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 830 shares; 2025Q4: 493 shares; 2026Q1: 322 shares 322 $131K 0.01% -171 Timeline HEFA 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: 1,713 shares; 2024Q4: 1 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares; 2026Q1: 3,078 shares 3,078 $131K 0.01% +1,365 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: 2,010 shares; 2024Q4: 2 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares 2,010 $131K 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: 12,127 shares; 2024Q4: 11 shares; 2025Q1: 11,096 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,828 shares; 2026Q1: 10,828 shares 10,828 $131K 0.01% 0 Timeline NUVL NUVALENT INC More: the full row for NUVALENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,261 shares 1,261 $129K 0.01% +14 Timeline ALIMENTATION COUCHE-TA FCLA… ALIMENTATION COUCHE-TA FCLASS A More: the full row for ALIMENTATION COUCHE-TA FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares 2,265 $128K 0.01% 0 FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 2,719 shares 2,719 $128K 0.01% +156 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 480 shares; 2025Q3: 486 shares; 2025Q4: 468 shares; 2026Q1: 469 shares 469 $127K 0.01% +1 Timeline RTH 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: 705 shares; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $127K 0.01% 0 Timeline SPYI 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: 850 shares; 2025Q4: 1,941 shares; 2026Q1: 2,566 shares 2,566 $127K 0.01% +625 Timeline SCZ 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: 1,734 shares; 2024Q4: 1 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $127K 0.01% 0 Timeline