ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1 shares; 2025Q1: 1,146 shares; 2025Q2: 1,178 shares; 2025Q3: 1,142 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares 1,159 $126K 0.01% +1 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 1,752 shares 1,752 $125K 0.01% +1,077 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 343 shares; 2026Q1: 1,784 shares 1,784 $125K 0.01% +1,441 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 14,269 shares; 2025Q4: 14,269 shares; 2026Q1: 14,269 shares 14,269 $125K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: 632 shares; 2025Q3: 739 shares; 2025Q4: 747 shares; 2026Q1: 795 shares 795 $125K 0.01% +48 Timeline BALT 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: 7,459 shares; 2025Q2: 7,459 shares; 2025Q3: 7,459 shares; 2025Q4: 7,459 shares; 2026Q1: 3,729 shares 3,729 $125K 0.01% -3,730 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares 1,330 $125K 0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 66 shares; 2025Q3: 2,104 shares; 2025Q4: 2,024 shares; 2026Q1: 2,917 shares 2,917 $124K 0.01% +893 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4 shares; 2025Q1: 4,226 shares; 2025Q2: 789 shares; 2025Q3: 2,413 shares; 2025Q4: 2,226 shares; 2026Q1: 2,691 shares 2,691 $124K 0.01% +465 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: 2,439 shares; 2025Q3: 2,684 shares; 2025Q4: 3,249 shares; 2026Q1: 2,529 shares 2,529 $124K 0.01% -720 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 628 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 2,714 shares 2,714 $124K 0.01% +1,503 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: not reported; 2025Q1: 711 shares; 2025Q2: 810 shares; 2025Q3: 1,181 shares; 2025Q4: 1,158 shares; 2026Q1: 1,157 shares 1,157 $123K 0.01% -1 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 823 shares; 2025Q3: 1,717 shares; 2025Q4: 1,385 shares; 2026Q1: 1,480 shares 1,480 $123K 0.01% +95 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares; 2026Q1: 22,253 shares 22,253 $123K 0.01% -7,847 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2 shares; 2025Q1: 1,851 shares; 2025Q2: 2,151 shares; 2025Q3: 2,259 shares; 2025Q4: 2,761 shares; 2026Q1: 3,194 shares 3,194 $123K 0.01% +433 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 1,534 shares; 2025Q3: 1,313 shares; 2025Q4: 1,470 shares; 2026Q1: 1,415 shares 1,415 $123K 0.01% -55 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 86 shares; 2026Q1: 83 shares 83 $122K 0.01% -3 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 8,771 shares 8,771 $122K 0.01% +7,674 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 950 shares; 2025Q3: 926 shares; 2025Q4: 910 shares; 2026Q1: 880 shares 880 $121K 0.01% -30 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5 shares; 2025Q1: 4,315 shares; 2025Q2: 4,716 shares; 2025Q3: 592 shares; 2025Q4: 571 shares; 2026Q1: 584 shares 584 $121K 0.01% +13 Timeline DJUN 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: 1,296 shares; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 2,195 shares; 2025Q3: 3,200 shares; 2025Q4: 3,160 shares; 2026Q1: 2,560 shares 2,560 $120K 0.01% -600 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 7 shares; 2025Q1: 7,677 shares; 2025Q2: 7,677 shares; 2025Q3: 7,427 shares; 2025Q4: 7,527 shares; 2026Q1: 7,527 shares 7,527 $120K 0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares 4,850 $119K 0.01% 0 Timeline FRI 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: 4,121 shares; 2024Q4: 4 shares; 2025Q1: 4,121 shares; 2025Q2: 3,884 shares; 2025Q3: 4,166 shares; 2025Q4: 4,166 shares; 2026Q1: 4,166 shares 4,166 $119K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 1 shares; 2025Q1: 1,949 shares; 2025Q2: 1,777 shares; 2025Q3: 2,055 shares; 2025Q4: 2,051 shares; 2026Q1: 2,035 shares 2,035 $118K 0.01% -16 Timeline HEQT 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: 39,997 shares; 2025Q4: 6,027 shares; 2026Q1: 3,734 shares 3,734 $118K 0.01% -2,293 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 1,497 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 930 shares 930 $117K 0.01% +99 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 5 shares; 2025Q1: 5,674 shares; 2025Q2: 5,718 shares; 2025Q3: 5,763 shares; 2025Q4: 5,808 shares; 2026Q1: 5,854 shares 5,854 $117K 0.01% +46 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 309 shares; 2025Q3: 349 shares; 2025Q4: 340 shares; 2026Q1: 355 shares 355 $117K 0.01% +15 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 253 shares; 2025Q3: 254 shares; 2025Q4: 272 shares; 2026Q1: 296 shares 296 $116K 0.01% +24 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,588 shares; 2025Q4: 1,902 shares; 2026Q1: 2,481 shares 2,481 $116K 0.01% +579 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6 shares; 2025Q1: 6,772 shares; 2025Q2: 6,772 shares; 2025Q3: 6,772 shares; 2025Q4: 6,772 shares; 2026Q1: 10,037 shares 10,037 $115K 0.01% +3,265 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares 3,779 $115K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 491 shares; 2025Q3: 454 shares; 2025Q4: 460 shares; 2026Q1: 1,765 shares 1,765 $115K 0.01% +1,305 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 194 shares; 2025Q3: 196 shares; 2025Q4: 198 shares; 2026Q1: 1,189 shares 1,189 $115K 0.01% +991 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 1,199 shares 1,199 $115K 0.01% +962 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 466 shares; 2025Q4: 1,075 shares; 2026Q1: 1,130 shares 1,130 $114K 0.01% +55 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 3,497 shares; 2025Q3: 3,140 shares; 2025Q4: 3,146 shares; 2026Q1: 2,850 shares 2,850 $114K 0.01% -296 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 170 shares; 2026Q1: 185 shares 185 $114K 0.01% +15 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 566 shares; 2025Q2: 2,368 shares; 2025Q3: 3,507 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares 3,166 $114K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10 shares; 2025Q1: 10,130 shares; 2025Q2: 1,439 shares; 2025Q3: 1,418 shares; 2025Q4: 1,529 shares; 2026Q1: 1,338 shares 1,338 $114K 0.01% -191 Timeline BAB 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: 25,695 shares; 2024Q4: 25 shares; 2025Q1: 14,559 shares; 2025Q2: 13,907 shares; 2025Q3: 8,370 shares; 2025Q4: 8,176 shares; 2026Q1: 4,201 shares 4,201 $113K 0.01% -3,975 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS 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: 785 shares; 2025Q3: 1,130 shares; 2025Q4: 1,528 shares; 2026Q1: 1,833 shares 1,833 $113K 0.01% +305 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 200 shares; 2025Q3: 1,510 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares 2,380 $113K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 152 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 283 shares 283 $113K 0.01% +133 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 1 shares; 2025Q1: 1,409 shares; 2025Q2: 372 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,010 shares 1,010 $113K 0.01% -2 Timeline KBE 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: 1,252 shares; 2024Q4: 1 shares; 2025Q1: 1,254 shares; 2025Q2: 1,617 shares; 2025Q3: 1,234 shares; 2025Q4: 1,626 shares; 2026Q1: 1,889 shares 1,889 $112K 0.01% +263 Timeline SHAG 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: 9,171 shares; 2024Q4: 9 shares; 2025Q1: 3,748 shares; 2025Q2: 2,820 shares; 2025Q3: 2,210 shares; 2025Q4: 2,689 shares; 2026Q1: 2,348 shares 2,348 $112K 0.01% -341 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 1 shares; 2025Q1: 1,633 shares; 2025Q2: 314 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 214 shares 214 $112K 0.01% +189 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1 shares; 2025Q1: 1,017 shares; 2025Q2: 1,316 shares; 2025Q3: 1,291 shares; 2025Q4: 1,116 shares; 2026Q1: 1,186 shares 1,186 $111K 0.01% +70 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 4 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares 4,130 $111K 0.01% 0 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,861 shares; 2025Q4: 11,679 shares; 2026Q1: 11,954 shares 11,954 $111K 0.01% +275 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares 2,334 $111K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 12 shares; 2025Q1: 12,070 shares; 2025Q2: 1,688 shares; 2025Q3: 1,565 shares; 2025Q4: 1,517 shares; 2026Q1: 1,483 shares 1,483 $111K 0.01% -34 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares 1,142 $110K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 360 shares; 2025Q3: 188 shares; 2025Q4: 246 shares; 2026Q1: 247 shares 247 $110K 0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2 shares; 2025Q1: 2,595 shares; 2025Q2: 386 shares; 2025Q3: 411 shares; 2025Q4: 403 shares; 2026Q1: 259 shares 259 $110K 0.01% -144 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 25 shares; 2025Q1: 35,650 shares; 2025Q2: 35,650 shares; 2025Q3: 42,330 shares; 2025Q4: 42,330 shares; 2026Q1: 21,345 shares 21,345 $109K 0.01% -20,985 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 11 shares; 2025Q1: 12,529 shares; 2025Q2: 12,529 shares; 2025Q3: 12,529 shares; 2025Q4: 11,629 shares; 2026Q1: 11,629 shares 11,629 $109K 0.01% 0 Timeline DJAN 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: 1,062 shares; 2024Q4: 1 shares; 2025Q1: 3,195 shares; 2025Q2: 2,235 shares; 2025Q3: 1,921 shares; 2025Q4: 1,811 shares; 2026Q1: 2,546 shares 2,546 $108K 0.01% +735 Timeline XSD 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: 323 shares; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 335 shares; 2025Q3: 336 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $107K 0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 1,795 shares; 2025Q3: 2,388 shares; 2025Q4: not reported; 2026Q1: 1,215 shares 1,215 $107K 0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 9,000 shares 9,000 $107K 0.01% +1,900 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 913 shares; 2025Q3: 929 shares; 2025Q4: 962 shares; 2026Q1: 968 shares 968 $107K 0.01% +6 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 492 shares 492 $107K 0.01% +484 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $107K 0.01% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 9,522 shares; 2025Q3: 10,548 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $106K 0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 3,248 shares 3,248 $106K 0.01% +1,274 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 1,265 shares 1,265 $106K 0.01% +1,077 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,864 shares; 2026Q1: 2,000 shares 2,000 $106K 0.01% +136 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: 509 shares; 2025Q3: 385 shares; 2025Q4: 358 shares; 2026Q1: 347 shares 347 $106K 0.01% -11 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 1,352 shares; 2025Q3: 1,776 shares; 2025Q4: 4,825 shares; 2026Q1: 2,583 shares 2,583 $105K 0.01% -2,242 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1 shares; 2025Q1: 1,727 shares; 2025Q2: 1,708 shares; 2025Q3: 1,697 shares; 2025Q4: 2,543 shares; 2026Q1: 2,544 shares 2,544 $105K 0.01% +1 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares; 2026Q1: 4,099 shares 4,099 $105K 0.01% +1,666 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,174 shares; 2024Q4: 34 shares; 2025Q1: 40,993 shares; 2025Q2: 2,867 shares; 2025Q3: 2,808 shares; 2025Q4: 2,893 shares; 2026Q1: 2,906 shares 2,906 $105K 0.01% +13 Timeline FMAR 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: 4,386 shares; 2024Q4: 2 shares; 2025Q1: 2,737 shares; 2025Q2: 2,274 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,165 shares 2,165 $105K 0.01% -100 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: 952 shares; 2025Q2: 978 shares; 2025Q3: 991 shares; 2025Q4: 1,086 shares; 2026Q1: 1,282 shares 1,282 $105K 0.01% +196 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 2,268 shares; 2025Q3: 1,483 shares; 2025Q4: 2,507 shares; 2026Q1: 1,050 shares 1,050 $104K 0.01% -1,457 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 370 shares; 2025Q3: 385 shares; 2025Q4: 404 shares; 2026Q1: 390 shares 390 $104K 0.01% -14 Timeline IAGG 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: 500 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 576 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 2,075 shares 2,075 $104K 0.01% +822 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 16,762 shares; 2025Q4: 24,672 shares; 2026Q1: 7,480 shares 7,480 $104K 0.01% -17,192 Timeline CKHUY CK HUTCHISON HOLDIN-UNSP ADR More: the full row for CK HUTCHISON HOLDIN-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: 15,602 shares; 2025Q3: 15,602 shares; 2025Q4: 13,647 shares; 2026Q1: 13,647 shares 13,647 $104K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: 452 shares; 2025Q3: 679 shares; 2025Q4: 740 shares; 2026Q1: 566 shares 566 $104K 0.01% -174 Timeline EXOR N V SHS EXOR N V SHS More: the full row for EXOR N V 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: 225 shares; 2025Q3: 225 shares; 2025Q4: 283 shares; 2026Q1: 1,345 shares 1,345 $104K 0.01% +1,062 MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 827 shares; 2025Q4: 820 shares; 2026Q1: 825 shares 825 $103K 0.01% +5 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,852 shares; 2025Q3: 10,204 shares; 2025Q4: 9,924 shares; 2026Q1: 3,532 shares 3,532 $103K 0.01% -6,392 Timeline VOOV 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: 224 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $102K 0.01% 0 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 2,118 shares; 2025Q3: 2,977 shares; 2025Q4: 2,986 shares; 2026Q1: 661 shares 661 $102K 0.01% -2,325 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1 shares; 2025Q1: 1,202 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $101K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10 shares; 2025Q1: 7,954 shares; 2025Q2: 7,477 shares; 2025Q3: 3,230 shares; 2025Q4: 2,835 shares; 2026Q1: 2,752 shares 2,752 $101K 0.01% -83 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 1,565 shares; 2025Q3: 1,708 shares; 2025Q4: 1,711 shares; 2026Q1: 1,561 shares 1,561 $101K 0.01% -150 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4 shares; 2025Q1: 4,639 shares; 2025Q2: 4,755 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 213 shares 213 $101K 0.01% -5 Timeline IAK 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: 965 shares; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $101K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 610 shares; 2025Q3: 938 shares; 2025Q4: 823 shares; 2026Q1: 764 shares 764 $100K 0.01% -59 Timeline IHDG 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: 22,490 shares; 2024Q4: 24 shares; 2025Q1: 33,500 shares; 2025Q2: 34,416 shares; 2025Q3: 35,469 shares; 2025Q4: 1,971 shares; 2026Q1: 2,077 shares 2,077 $100K 0.01% +106 Timeline SMAY 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: 3,798 shares; 2024Q4: 3 shares; 2025Q1: 3,798 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 3,798 shares 3,798 $99.9K 0.01% 0 Timeline HYD 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: 447 shares; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 1,705 shares; 2025Q3: 1,710 shares; 2025Q4: 1,906 shares; 2026Q1: 1,992 shares 1,992 $99.9K 0.01% +86 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 1,174 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $99.7K 0.01% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $99.7K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 39 shares; 2025Q1: 335 shares; 2025Q2: 381 shares; 2025Q3: 874 shares; 2025Q4: 1,183 shares; 2026Q1: 1,258 shares 1,258 $99K 0.01% +75 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 4 shares; 2025Q1: 3,894 shares; 2025Q2: 3,740 shares; 2025Q3: 3,481 shares; 2025Q4: 3,684 shares; 2026Q1: 4,767 shares 4,767 $98.7K 0.01% +1,083 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 300 shares; 2025Q3: 3,350 shares; 2025Q4: 3,595 shares; 2026Q1: 3,595 shares 3,595 $97.9K 0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: not reported; 2025Q1: 589 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $97.4K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4 shares; 2025Q1: 4,325 shares; 2025Q2: 1,537 shares; 2025Q3: 1,489 shares; 2025Q4: 1,210 shares; 2026Q1: 890 shares 890 $96.4K 0.01% -320 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 8 shares; 2025Q1: 8,690 shares; 2025Q2: 8,690 shares; 2025Q3: 8,690 shares; 2025Q4: 8,690 shares; 2026Q1: 8,690 shares 8,690 $95.8K 0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 91 shares; 2025Q3: 91 shares; 2025Q4: 850 shares; 2026Q1: 753 shares 753 $94.9K 0.01% -97 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 253 shares; 2025Q3: 700 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $94.8K 0.01% 0 Timeline VOT 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: 82 shares; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 266 shares; 2026Q1: 366 shares 366 $94.2K 0.01% +100 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,275 shares; 2025Q3: 4,160 shares; 2025Q4: 4,154 shares; 2026Q1: 4,148 shares 4,148 $94.1K 0.01% -6 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $93.6K 0.01% 0 Timeline PSI 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: 1,017 shares; 2024Q4: 1 shares; 2025Q1: 1,017 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 991 shares 991 $93.5K 0.01% +34 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 223 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $93.1K 0.01% 0 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 3,324 shares; 2025Q4: 2,557 shares; 2026Q1: 5,533 shares 5,533 $93K 0.01% +2,976 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares 2,498 $92.6K 0.01% new Timeline VHT 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: 230 shares; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 289 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $92.6K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 4,941 shares; 2025Q3: 5,275 shares; 2025Q4: 4,007 shares; 2026Q1: 3,484 shares 3,484 $92.1K 0.01% -523 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 43 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 53 shares 53 $91.6K 0.01% +6 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $91.6K 0.01% 0 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 25 shares; 2025Q4: 1,456 shares; 2026Q1: 1,418 shares 1,418 $91.4K 0.01% -38 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 3 shares; 2025Q1: 3,173 shares; 2025Q2: 3,173 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,723 shares 1,723 $91K 0.01% +72 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD 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: 30,147 shares; 2025Q3: 31,060 shares; 2025Q4: 3,428 shares; 2026Q1: 3,282 shares 3,282 $90.9K 0.01% -146 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 3,821 shares; 2025Q3: 3,851 shares; 2025Q4: 4,696 shares; 2026Q1: 4,696 shares 4,696 $90.8K 0.01% 0 Timeline IEO 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: 607 shares; 2024Q4: not reported; 2025Q1: 628 shares; 2025Q2: 783 shares; 2025Q3: 728 shares; 2025Q4: 731 shares; 2026Q1: 725 shares 725 $90.6K 0.01% -6 Timeline FJUN 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: 5,765 shares; 2024Q4: 5 shares; 2025Q1: 4,906 shares; 2025Q2: 4,966 shares; 2025Q3: 4,145 shares; 2025Q4: 4,068 shares; 2026Q1: 1,602 shares 1,602 $90.5K 0.01% -2,466 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 286 shares; 2025Q3: 396 shares; 2025Q4: 802 shares; 2026Q1: 784 shares 784 $89.4K 0.01% -18 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 3 shares; 2025Q1: 3,682 shares; 2025Q2: 2,274 shares; 2025Q3: 2,251 shares; 2025Q4: 2,046 shares; 2026Q1: 1,768 shares 1,768 $89K 0.01% -278 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 956 shares; 2025Q3: 957 shares; 2025Q4: 958 shares; 2026Q1: 959 shares 959 $87.8K 0.01% +1 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 2,209 shares 2,209 $87.4K 0.01% +1,809 Timeline XRT 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: 1,080 shares; 2024Q4: 1 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,245 shares; 2026Q1: 1,080 shares 1,080 $86.9K 0.01% -165 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares 2,376 $86.5K 0.01% 0 Timeline VLUE 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: 869 shares; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 488 shares; 2025Q3: 489 shares; 2025Q4: 488 shares; 2026Q1: 607 shares 607 $86.5K 0.01% +119 Timeline DTEC 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: 1,395 shares; 2024Q4: 1 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $86.3K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2 shares; 2025Q1: 1,897 shares; 2025Q2: 2,821 shares; 2025Q3: 2,955 shares; 2025Q4: 894 shares; 2026Q1: 870 shares 870 $86.2K 0.01% -24 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: 592 shares 592 $86K 0.01% -4 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2 shares; 2025Q1: 2,100 shares; 2025Q2: 1,325 shares; 2025Q3: 1,323 shares; 2025Q4: 1,321 shares; 2026Q1: 1,326 shares 1,326 $85.7K 0.01% +5 Timeline DSEP 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: 534 shares; 2024Q4: 3 shares; 2025Q1: 3,254 shares; 2025Q2: 2,743 shares; 2025Q3: 2,525 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares 1,949 $85.7K 0.01% 0 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1 shares; 2025Q1: 1,233 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares 1,229 $85.2K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,557 shares; 2024Q4: 149 shares; 2025Q1: 162,761 shares; 2025Q2: 175,829 shares; 2025Q3: 2,292 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares 2,207 $84.8K 0.01% 0 Timeline PFM 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: 1,650 shares; 2024Q4: 1 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $84.3K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2 shares; 2025Q1: 981 shares; 2025Q2: 720 shares; 2025Q3: 730 shares; 2025Q4: 867 shares; 2026Q1: 767 shares 767 $84.3K 0.01% -100 Timeline XPH 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: 2,341 shares; 2024Q4: 2 shares; 2025Q1: 2,143 shares; 2025Q2: 2,171 shares; 2025Q3: 1,772 shares; 2025Q4: 1,556 shares; 2026Q1: 1,557 shares 1,557 $84.2K 0.01% +1 Timeline SPYD 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: 731 shares; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 580 shares; 2025Q3: 586 shares; 2025Q4: 593 shares; 2026Q1: 1,849 shares 1,849 $84.2K 0.01% +1,256 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6 shares; 2025Q1: 1,801 shares; 2025Q2: 1,848 shares; 2025Q3: 1,853 shares; 2025Q4: 2,229 shares; 2026Q1: 2,179 shares 2,179 $84.1K 0.01% -50 Timeline XTN 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: 908 shares; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares 897 $83.4K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 506 shares; 2025Q2: 263 shares; 2025Q3: 266 shares; 2025Q4: 242 shares; 2026Q1: 320 shares 320 $83.3K 0.01% +78 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1 shares; 2025Q1: 1,521 shares; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,483 shares 1,483 $82K 0.01% +25 Timeline FENY 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: 6,665 shares; 2024Q4: 5 shares; 2025Q1: 5,193 shares; 2025Q2: 2,972 shares; 2025Q3: 2,236 shares; 2025Q4: 2,240 shares; 2026Q1: 2,403 shares 2,403 $81.8K 0.01% +163 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: 7,237 shares 7,237 $81.3K 0.01% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 7 shares; 2025Q1: 6,996 shares; 2025Q2: 4,759 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,710 shares 3,710 $81K 0.01% 0 Timeline XHS 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: 1,186 shares; 2024Q4: 1 shares; 2025Q1: 1,186 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $81K 0.01% 0 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,785 shares; 2026Q1: 8,877 shares 8,877 $80.6K 0.01% -2,908 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1 shares; 2025Q1: 1,750 shares; 2025Q2: 1,488 shares; 2025Q3: 1,489 shares; 2025Q4: 1,491 shares; 2026Q1: 1,492 shares 1,492 $80.4K 0.01% +1 Timeline IJAN 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: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,210 shares 2,210 $80.2K 0.01% +410 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 1,565 shares 1,565 $80.2K 0.01% +786 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1 shares; 2025Q1: 1,287 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares 1,289 $80K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $80K 0.01% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares 1,635 $79.9K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: not reported; 2025Q1: 883 shares; 2025Q2: 1,121 shares; 2025Q3: 739 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $79.4K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 283 shares; 2025Q4: 501 shares; 2026Q1: 574 shares 574 $79.4K 0.01% +73 Timeline FTGS 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: 2,454 shares; 2024Q4: 2 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares; 2026Q1: 2,322 shares 2,322 $79.1K 0.01% -735 Timeline PHYS 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: 2,475 shares; 2024Q4: 2 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225 $78.9K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $78.6K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 38 shares; 2025Q1: 38,828 shares; 2025Q2: 39,825 shares; 2025Q3: 39,708 shares; 2025Q4: 807 shares; 2026Q1: 780 shares 780 $78.6K 0.01% -27 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4 shares; 2025Q1: 5,755 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 5,367 shares; 2026Q1: 5,217 shares 5,217 $78.4K 0.01% -150 Timeline FMAY 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: 3,164 shares; 2024Q4: 2 shares; 2025Q1: 2,367 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares 1,484 $78.4K 0.01% 0 Timeline PWCDF POWER CORP OF CANADA More: the full row for POWER CORP OF CANADA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $78.1K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2 shares; 2025Q1: 2,710 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $78K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 6 shares; 2025Q1: 6,791 shares; 2025Q2: 7,356 shares; 2025Q3: 4,899 shares; 2025Q4: 3,606 shares; 2026Q1: 3,455 shares 3,455 $77.7K 0.01% -151 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1 shares; 2025Q1: 1,665 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,409 shares; 2026Q1: 1,374 shares 1,374 $77.4K 0.01% -35 Timeline CDX 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: 1,881 shares; 2026Q1: 3,610 shares 3,610 $77K 0.01% +1,729 Timeline CGSM 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: 1 shares; 2025Q1: 1,313 shares; 2025Q2: 2,204 shares; 2025Q3: 2,730 shares; 2025Q4: 2,913 shares; 2026Q1: 2,913 shares 2,913 $76.6K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 6,475 shares; 2026Q1: 8,369 shares 8,369 $76.4K 0.01% +1,894 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 967 shares; 2025Q4: 3,597 shares; 2026Q1: 6,883 shares 6,883 $75.9K 0.01% +3,286 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 410 shares; 2025Q3: 392 shares; 2025Q4: 299 shares; 2026Q1: 358 shares 358 $75.6K 0.01% +59 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 1,577 shares 1,577 $75K 0.01% +1,330 Timeline BUCK 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: 1,782 shares; 2026Q1: 3,177 shares 3,177 $74.7K 0.01% +1,395 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 4,250 shares; 2025Q3: 3,245 shares; 2025Q4: 3,152 shares; 2026Q1: 3,340 shares 3,340 $74.6K 0.01% +188 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,547 shares 2,547 $74.5K 0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $73.7K 0.01% 0 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-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: 1,229 shares; 2025Q3: 1,127 shares; 2025Q4: 1,116 shares; 2026Q1: 1,702 shares 1,702 $73.7K 0.01% +586 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1 shares; 2025Q1: 2,222 shares; 2025Q2: 2,573 shares; 2025Q3: 2,427 shares; 2025Q4: 2,262 shares; 2026Q1: 2,262 shares 2,262 $73.6K 0.01% 0 Timeline USHY 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: 253 shares; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 1,037 shares; 2025Q3: 1,030 shares; 2025Q4: 1,975 shares; 2026Q1: 1,991 shares 1,991 $73.3K 0.01% +16 Timeline LGLV 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: 408 shares; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $72.7K 0.01% 0 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 1,450 shares 1,450 $72.3K 0.01% +1,150 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 9,804 shares; 2025Q3: 16,209 shares; 2025Q4: 16,314 shares; 2026Q1: 3,891 shares 3,891 $72.3K 0.01% -12,423 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-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: 735 shares; 2025Q3: 756 shares; 2025Q4: 755 shares; 2026Q1: 610 shares 610 $72.3K 0.01% -145 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 277 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 287 shares 287 $71.7K 0.01% -2 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,054 shares; 2024Q4: 53 shares; 2025Q1: 56,207 shares; 2025Q2: 57,645 shares; 2025Q3: 2,372 shares; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares 1,772 $71.2K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 1 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $70.9K 0.01% 0 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares 1,931 $70.6K 0.01% 0 Timeline IJUN 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: 2,398 shares; 2024Q4: 2 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398 $70.6K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1 shares; 2025Q1: 1,709 shares; 2025Q2: 1,673 shares; 2025Q3: 1,626 shares; 2025Q4: 1,577 shares; 2026Q1: 400 shares 400 $70.3K 0.01% -1,177 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1 shares; 2025Q1: 1,032 shares; 2025Q2: 1,306 shares; 2025Q3: 977 shares; 2025Q4: 878 shares; 2026Q1: 753 shares 753 $70.2K 0.01% -125 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2 shares; 2025Q1: 2,160 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172 $70K 0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES 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: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $70K 0.01% 0 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,426 shares; 2026Q1: 2,426 shares 2,426 $69.5K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2 shares; 2025Q1: 2,082 shares; 2025Q2: 2,077 shares; 2025Q3: 2,063 shares; 2025Q4: 1,917 shares; 2026Q1: 1,645 shares 1,645 $69.1K 0.01% -272 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares; 2026Q1: 2,387 shares 2,387 $69.1K 0.01% 0 Timeline GAUG 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: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,782 shares 1,782 $69K 0.01% 0 Timeline INVESTOR AB INVESTOR AB More: the full row for INVESTOR AB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $68.9K 0.01% 0 KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 797 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 705 shares 705 $68.8K 0.01% -18 Timeline ILCG 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: 550 shares; 2025Q2: 550 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $68.7K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 444 shares; 2025Q3: 38 shares; 2025Q4: 1,038 shares; 2026Q1: 1,299 shares 1,299 $68.5K 0.01% +261 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 863 shares; 2025Q3: 3,613 shares; 2025Q4: 1,546 shares; 2026Q1: 1,375 shares 1,375 $68.5K 0.01% -171 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $68K 0.01% 0 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: not reported; 2025Q1: 941 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $68K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 136 shares; 2025Q3: 2,216 shares; 2025Q4: 2,300 shares; 2026Q1: 157 shares 157 $67.9K 0.01% -2,143 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 2,945 shares 2,945 $67.7K 0.01% +1,940 Timeline CALF 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: 2,258 shares; 2024Q4: 2 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,503 shares 1,503 $67.5K 0.01% -373 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares 636 $67.1K 0.01% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 3,931 shares; 2025Q3: 3,955 shares; 2025Q4: 3,364 shares; 2026Q1: 2,914 shares 2,914 $67K 0.01% -450 Timeline ALIZY ALLIANZ SE - UNSP ADR More: the full row for ALLIANZ SE - 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: 420 shares; 2025Q3: 1,193 shares; 2025Q4: 1,278 shares; 2026Q1: 1,614 shares 1,614 $66.8K 0.01% +336 Timeline ZURVY ZURICH INSURANCE GROUP-ADR More: the full row for ZURICH INSURANCE GROUP-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: 2,291 shares; 2025Q3: 1,985 shares; 2025Q4: 1,971 shares; 2026Q1: 1,911 shares 1,911 $66.8K 0.01% -60 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $66.6K <0.01% new Timeline VPU 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: 264 shares; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 317 shares; 2025Q4: 334 shares; 2026Q1: 335 shares 335 $66.4K <0.01% +1 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM 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: 994 shares; 2025Q3: 1,117 shares; 2025Q4: 1,833 shares; 2026Q1: 1,786 shares 1,786 $65.7K <0.01% -47 Timeline SEPW 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: 2,081 shares; 2024Q4: 2 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares 2,081 $65.7K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1 shares; 2025Q1: 2,289 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 821 shares; 2026Q1: 945 shares 945 $65.6K <0.01% +124 Timeline FXG 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: 3,493 shares; 2024Q4: 3 shares; 2025Q1: 1,246 shares; 2025Q2: 1,255 shares; 2025Q3: 1,008 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $65.4K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 40 shares; 2026Q1: 1,420 shares 1,420 $65.1K <0.01% +1,380 Timeline DFAS 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: 913 shares; 2024Q4: not reported; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $64.9K <0.01% 0 Timeline VBK 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: 144 shares; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 179 shares; 2026Q1: 214 shares 214 $64.7K <0.01% +35 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $64.6K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 12 shares; 2025Q3: 490 shares; 2025Q4: 561 shares; 2026Q1: 368 shares 368 $64.3K <0.01% -193 Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON 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: 3,989 shares; 2025Q3: 4,645 shares; 2025Q4: 4,640 shares; 2026Q1: 5,155 shares 5,155 $64.1K <0.01% +515 Timeline FICS 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: 31,644 shares; 2024Q4: 23 shares; 2025Q1: 15,518 shares; 2025Q2: 1,745 shares; 2025Q3: 1,160 shares; 2025Q4: 1,643 shares; 2026Q1: 1,640 shares 1,640 $64K <0.01% -3 Timeline QCLN 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: 3,012 shares; 2024Q4: 2 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,068 shares; 2025Q4: 2,124 shares; 2026Q1: 1,374 shares 1,374 $63.9K <0.01% -750 Timeline FXZ 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: 7,358 shares; 2024Q4: 6 shares; 2025Q1: 3,565 shares; 2025Q2: 900 shares; 2025Q3: 666 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $63.8K <0.01% 0 Timeline PFXF 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: 2,935 shares; 2024Q4: 2 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 3,597 shares 3,597 $63.1K <0.01% +662 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 351 shares; 2025Q3: 352 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $63.1K <0.01% 0 Timeline IDRV 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: 2,177 shares; 2024Q4: 1 shares; 2025Q1: 1,730 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,771 shares; 2026Q1: 1,634 shares 1,634 $63K <0.01% -137 Timeline FRANKLINBSPCAPITALCORPORATI… FRANKLINBSPCAPITALCORPORATION More: the full row for FRANKLINBSPCAPITALCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,623 shares; 2025Q4: 4,623 shares; 2026Q1: 4,623 shares 4,623 $62.8K <0.01% 0 IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares; 2026Q1: 1,926 shares 1,926 $62.7K <0.01% -104 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1 shares; 2025Q1: 6,124 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 6,124 shares; 2026Q1: 6,050 shares 6,050 $62.3K <0.01% -74 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5 shares; 2025Q1: 12,066 shares; 2025Q2: 12,066 shares; 2025Q3: 12,066 shares; 2025Q4: 12,066 shares; 2026Q1: 11,498 shares 11,498 $62.2K <0.01% -568 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 1 shares; 2025Q1: 1,874 shares; 2025Q2: 1,914 shares; 2025Q3: 1,874 shares; 2025Q4: 1,731 shares; 2026Q1: 1,731 shares 1,731 $61.8K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1 shares; 2025Q1: 1,310 shares; 2025Q2: 1,209 shares; 2025Q3: 670 shares; 2025Q4: 692 shares; 2026Q1: 456 shares 456 $61.7K <0.01% -236 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,395 shares; 2026Q1: 7,917 shares 7,917 $61.7K <0.01% +522 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4 shares; 2025Q1: 4,541 shares; 2025Q2: 6,227 shares; 2025Q3: 6,227 shares; 2025Q4: 6,227 shares; 2026Q1: 6,227 shares 6,227 $61.5K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 8 shares; 2025Q1: 8,240 shares; 2025Q2: 8,135 shares; 2025Q3: 8,135 shares; 2025Q4: 8,135 shares; 2026Q1: 8,135 shares 8,135 $61.3K <0.01% 0 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 523 shares 523 $61.2K <0.01% +4 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $61.2K <0.01% 0 Timeline TRILINC GLOBAL IMPACT FD LLC TRILINC GLOBAL IMPACT FD LLC More: the full row for TRILINC GLOBAL IMPACT FD LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,659 shares; 2025Q4: 10,659 shares; 2026Q1: 10,659 shares 10,659 $61.1K <0.01% 0 NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $61K <0.01% 0 Timeline EFAA 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: 750 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $60.7K <0.01% 0 Timeline HYS 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: 649 shares; 2024Q4: not reported; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $60.5K <0.01% 0 Timeline IMBBY IMPERIAL BRANDS PLC-SPON ADR More: the full row for IMPERIAL BRANDS PLC-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: 1,307 shares; 2025Q3: 1,204 shares; 2025Q4: 1,190 shares; 2026Q1: 1,497 shares 1,497 $60.3K <0.01% +307 Timeline IDOG 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: 1,611 shares; 2024Q4: 1 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,474 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $60.3K <0.01% 0 Timeline GJAN 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: 1,435 shares; 2024Q4: 1 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares 1,435 $60.1K <0.01% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,972 shares; 2024Q4: 29 shares; 2025Q1: 25,816 shares; 2025Q2: 4,882 shares; 2025Q3: 1,965 shares; 2025Q4: 1,740 shares; 2026Q1: 1,967 shares 1,967 $59.9K <0.01% +227 Timeline FMB 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: 1,598 shares; 2024Q4: 2 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares 1,176 $59.6K <0.01% 0 Timeline IHE 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: 449 shares; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 630 shares; 2026Q1: 685 shares 685 $59.4K <0.01% +55 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-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: 1,552 shares; 2025Q3: 771 shares; 2025Q4: 655 shares; 2026Q1: 608 shares 608 $59.3K <0.01% -47 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $59.2K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 242 shares 242 $59.2K <0.01% +32 Timeline FTXO 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: 6,887 shares; 2024Q4: 6 shares; 2025Q1: 1,398 shares; 2025Q2: 1,334 shares; 2025Q3: 1,335 shares; 2025Q4: 1,636 shares; 2026Q1: 1,634 shares 1,634 $59.1K <0.01% -2 Timeline RNEM 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: 3,649 shares; 2024Q4: 3 shares; 2025Q1: 836 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089 $59K <0.01% 0 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $58.9K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1 shares; 2025Q1: 1,586 shares; 2025Q2: 1,469 shares; 2025Q3: 1,092 shares; 2025Q4: 1,082 shares; 2026Q1: 1,048 shares 1,048 $58.5K <0.01% -34 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1 shares; 2025Q1: 1,515 shares; 2025Q2: 1,251 shares; 2025Q3: 688 shares; 2025Q4: 474 shares; 2026Q1: 394 shares 394 $58.4K <0.01% -80 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4 shares; 2025Q1: 4,207 shares; 2025Q2: 4,288 shares; 2025Q3: 4,365 shares; 2025Q4: 4,432 shares; 2026Q1: 4,515 shares 4,515 $58.4K <0.01% +83 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 452 shares; 2025Q3: 380 shares; 2025Q4: 206 shares; 2026Q1: 207 shares 207 $58.3K <0.01% +1 Timeline FTXL 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: 2,013 shares; 2024Q4: 1 shares; 2025Q1: 339 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $58.1K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 188 shares; 2025Q3: 234 shares; 2025Q4: 258 shares; 2026Q1: 195 shares 195 $57.8K <0.01% -63 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 908 shares; 2025Q4: 996 shares; 2026Q1: 1,211 shares 1,211 $57.6K <0.01% +215 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5 shares; 2025Q1: 5,280 shares; 2025Q2: 5,280 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 6,280 shares 6,280 $57.5K <0.01% +1,000 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $57.5K <0.01% 0 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares 1,211 $57.4K <0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1 shares; 2025Q1: 1,102 shares; 2025Q2: 1,109 shares; 2025Q3: 1,115 shares; 2025Q4: 2,935 shares; 2026Q1: 2,663 shares 2,663 $57.2K <0.01% -272 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315 $57K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 246 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 516 shares 516 $57K <0.01% +352 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 927 shares; 2025Q3: 1,187 shares; 2025Q4: 1,211 shares; 2026Q1: 1,146 shares 1,146 $56.9K <0.01% -65 Timeline QMNV 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: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares 2,489 $56.7K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248 shares; 2025Q2: 265 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 274 shares 274 $56.5K <0.01% +14 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 6 shares; 2025Q1: 7,680 shares; 2025Q2: 7,988 shares; 2025Q3: 7,988 shares; 2025Q4: 8,193 shares; 2026Q1: 8,193 shares 8,193 $56.3K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 90 shares; 2025Q3: 107 shares; 2025Q4: 1,111 shares; 2026Q1: 1,006 shares 1,006 $56K <0.01% -105 Timeline ENLAY ENEL SPA - UNSPON ADR More: the full row for ENEL SPA - UNSPON 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: 5,386 shares; 2025Q3: 4,639 shares; 2025Q4: 4,586 shares; 2026Q1: 5,177 shares 5,177 $55.9K <0.01% +591 Timeline WHGLY WH GROUP LTD - SPON ADR More: the full row for WH GROUP LTD - 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: 2,690 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,130 shares 2,130 $55.7K <0.01% -85 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1 shares; 2025Q1: 1,219 shares; 2025Q2: 1,126 shares; 2025Q3: 711 shares; 2025Q4: 613 shares; 2026Q1: 588 shares 588 $55.7K <0.01% -25 Timeline DGRS 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: 169 shares; 2024Q4: not reported; 2025Q1: 1,511 shares; 2025Q2: 1,544 shares; 2025Q3: 1,537 shares; 2025Q4: 1,403 shares; 2026Q1: 1,048 shares 1,048 $55.5K <0.01% -355 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494 $55.3K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 1 shares; 2025Q1: 1,963 shares; 2025Q2: 824 shares; 2025Q3: 993 shares; 2025Q4: 1,013 shares; 2026Q1: 891 shares 891 $55.1K <0.01% -122 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 31 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 841 shares 841 $54.9K <0.01% +820 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,006 shares; 2024Q4: 24 shares; 2025Q1: 25,044 shares; 2025Q2: 20,546 shares; 2025Q3: 20,442 shares; 2025Q4: 345 shares; 2026Q1: 296 shares 296 $54.7K <0.01% -49 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 271 shares; 2026Q1: 264 shares 264 $54.6K <0.01% -7 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $54.5K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 416 shares; 2025Q3: 397 shares; 2025Q4: 379 shares; 2026Q1: 261 shares 261 $54.3K <0.01% -118 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1 shares; 2025Q1: 1,302 shares; 2025Q2: 1,951 shares; 2025Q3: 2,774 shares; 2025Q4: 3,597 shares; 2026Q1: 2,737 shares 2,737 $54.1K <0.01% -860 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,627 shares; 2026Q1: 2,438 shares 2,438 $53.4K <0.01% -189 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,928 shares; 2025Q4: 6,928 shares; 2026Q1: 7,035 shares 7,035 $53.3K <0.01% +107 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 970 shares; 2025Q3: 980 shares; 2025Q4: 992 shares; 2026Q1: 1,005 shares 1,005 $53.3K <0.01% +13 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 188 shares 188 $52.8K <0.01% -71 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2,784 shares; 2025Q2: 2,909 shares; 2025Q3: 2,957 shares; 2025Q4: 2,452 shares; 2026Q1: 2,642 shares 2,642 $52.5K <0.01% +190 Timeline PTLC 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $52.5K <0.01% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $52.2K <0.01% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares 830 $52K <0.01% new Timeline GNOV 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: 4 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $52K <0.01% 0 Timeline FTHI 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: 225 shares; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,669 shares; 2026Q1: 2,260 shares 2,260 $51.9K <0.01% +591 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 15 shares; 2025Q1: 32,879 shares; 2025Q2: 56,080 shares; 2025Q3: 55,484 shares; 2025Q4: 50,563 shares; 2026Q1: 2,177 shares 2,177 $51.8K <0.01% -48,386 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1 shares; 2025Q1: 2,145 shares; 2025Q2: 3,019 shares; 2025Q3: 1,666 shares; 2025Q4: 1,730 shares; 2026Q1: 1,678 shares 1,678 $51.7K <0.01% -52 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares 672 $51.7K <0.01% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 1,187 shares 1,187 $51.5K <0.01% +602 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 399 shares; 2026Q1: 421 shares 421 $51.4K <0.01% +22 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-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: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 973 shares 973 $51.4K <0.01% +130 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares 675 $51.3K <0.01% new Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $51.3K <0.01% 0 Timeline AFDM 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: 5,459 shares; 2024Q4: 5 shares; 2025Q1: 5,459 shares; 2025Q2: 3,759 shares; 2025Q3: 2,324 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $51.3K <0.01% 0 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $51.1K <0.01% new Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 976 shares; 2025Q2: 982 shares; 2025Q3: 1,091 shares; 2025Q4: 1,096 shares; 2026Q1: 1,100 shares 1,100 $51K <0.01% +4 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1 shares; 2025Q1: 1,371 shares; 2025Q2: 1,433 shares; 2025Q3: 1,591 shares; 2025Q4: 1,249 shares; 2026Q1: 1,593 shares 1,593 $51K <0.01% +344 Timeline EOI 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: 2,576 shares; 2024Q4: 2 shares; 2025Q1: 2,619 shares; 2025Q2: 2,642 shares; 2025Q3: 2,664 shares; 2025Q4: 2,687 shares; 2026Q1: 2,711 shares 2,711 $50.9K <0.01% +24 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5 shares; 2025Q1: 5,271 shares; 2025Q2: 1,162 shares; 2025Q3: 664 shares; 2025Q4: 666 shares; 2026Q1: 1,008 shares 1,008 $50.9K <0.01% +342 Timeline FSIG 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: 3,730 shares; 2024Q4: 3 shares; 2025Q1: 3,730 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares 2,687 $50.9K <0.01% 0 Timeline GTOP 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: 1,398 shares; 2026Q1: 1,398 shares 1,398 $50.6K <0.01% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9 shares; 2025Q1: 9,368 shares; 2025Q2: 9,458 shares; 2025Q3: 9,545 shares; 2025Q4: 8,775 shares; 2026Q1: 8,868 shares 8,868 $50.5K <0.01% +93 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: not reported; 2025Q1: 544 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 666 shares; 2026Q1: 708 shares 708 $50.4K <0.01% +42 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares 4,524 $50.4K <0.01% 0 Timeline VOOG 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: 140 shares; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 122 shares; 2026Q1: 123 shares 123 $50.1K <0.01% +1 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 2,577 shares; 2025Q4: not reported; 2026Q1: 3,517 shares 3,517 $50K <0.01% new Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,928 shares; 2025Q4: 4,246 shares; 2026Q1: 2,663 shares 2,663 $50K <0.01% -1,583 Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON 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: 372 shares; 2025Q3: 370 shares; 2025Q4: 452 shares; 2026Q1: 791 shares 791 $49.7K <0.01% +339 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6 shares; 2025Q1: 6,147 shares; 2025Q2: 6,370 shares; 2025Q3: 4,740 shares; 2025Q4: 2,249 shares; 2026Q1: 2,029 shares 2,029 $49.6K <0.01% -220 Timeline VTC 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: 474 shares; 2024Q4: not reported; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $49.4K <0.01% 0 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,614 shares 1,614 $49.2K <0.01% +581 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $49.1K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 1,120 shares; 2025Q3: 776 shares; 2025Q4: 773 shares; 2026Q1: 741 shares 741 $49.1K <0.01% -32 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $49K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: 319 shares; 2025Q3: 264 shares; 2025Q4: 629 shares; 2026Q1: 646 shares 646 $48.7K <0.01% +17 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 1,219 shares; 2026Q1: 2,386 shares 2,386 $48.6K <0.01% +1,167 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 320 shares 320 $48.4K <0.01% +120 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $48.4K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $48.3K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 2,926 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares 3,046 $48.2K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2 shares; 2025Q1: 1,902 shares; 2025Q2: 967 shares; 2025Q3: 283 shares; 2025Q4: 277 shares; 2026Q1: 278 shares 278 $48K <0.01% +1 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 3 shares; 2025Q1: 4,111 shares; 2025Q2: 4,244 shares; 2025Q3: 4,384 shares; 2025Q4: 4,989 shares; 2026Q1: 5,199 shares 5,199 $47.9K <0.01% +210 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 4 shares; 2025Q1: 4,189 shares; 2025Q2: 3,424 shares; 2025Q3: 3,438 shares; 2025Q4: 3,597 shares; 2026Q1: 2,233 shares 2,233 $47.8K <0.01% -1,364 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1,277 shares; 2025Q2: 1,241 shares; 2025Q3: 1,131 shares; 2025Q4: 1,196 shares; 2026Q1: 1,199 shares 1,199 $47.8K <0.01% +3 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4 shares; 2025Q1: 4,413 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares 4,413 $47.4K <0.01% 0 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $47.4K <0.01% 0 Timeline TAN 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: 1,161 shares; 2024Q4: 1 shares; 2025Q1: 1,161 shares; 2025Q2: 1,151 shares; 2025Q3: 1,051 shares; 2025Q4: 851 shares; 2026Q1: 849 shares 849 $47.3K <0.01% -2 Timeline SHYD 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: 2,070 shares; 2024Q4: 2 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $46.9K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 1 shares; 2025Q1: 1,557 shares; 2025Q2: 989 shares; 2025Q3: 706 shares; 2025Q4: 542 shares; 2026Q1: 676 shares 676 $46.8K <0.01% +134 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1 shares; 2025Q1: 1,788 shares; 2025Q2: 1,790 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,353 shares 1,353 $46.6K <0.01% -200 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: not reported; 2025Q1: 524 shares; 2025Q2: 525 shares; 2025Q3: 756 shares; 2025Q4: 816 shares; 2026Q1: 669 shares 669 $46.4K <0.01% -147 Timeline AXR AMREP CORP More: the full row for AMREP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $46.4K <0.01% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,261 shares; 2025Q4: not reported; 2026Q1: 1,369 shares 1,369 $46.4K <0.01% new Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,721 shares; 2026Q1: 3,082 shares 3,082 $46.3K <0.01% -639 Timeline NJAN 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: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 867 shares 867 $46.3K <0.01% +270 Timeline HYLS 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: 1,507 shares; 2024Q4: 1 shares; 2025Q1: 1,428 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138 $46.2K <0.01% 0 Timeline BUFF 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: 934 shares; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $46.1K <0.01% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 900 shares 900 $46.1K <0.01% +325 Timeline EIDO 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: 6,122 shares; 2025Q3: 4,722 shares; 2025Q4: 2,500 shares; 2026Q1: 2,900 shares 2,900 $45.8K <0.01% +400 Timeline USXF 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: 825 shares; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $45.5K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 1,190 shares 1,190 $45.5K <0.01% +307 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 1,104 shares; 2026Q1: 1,370 shares 1,370 $45.4K <0.01% +266 Timeline FTXH 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: 5,536 shares; 2024Q4: 5 shares; 2025Q1: 1,075 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 1,325 shares; 2026Q1: 1,322 shares 1,322 $45.4K <0.01% -3 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,300 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,733 shares 3,733 $45.4K <0.01% +133 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 1,115 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $45.3K <0.01% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $45.2K <0.01% 0 Timeline JMHLY JARDINE MATHESON HLDGS LTD ADR More: the full row for JARDINE MATHESON HLDGS 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: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $45.2K <0.01% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,310 shares; 2025Q4: 3,320 shares; 2026Q1: 3,331 shares 3,331 $45.1K <0.01% +11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 340 shares; 2026Q1: 286 shares 286 $45K <0.01% -54 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 495 shares 495 $44.9K <0.01% -100 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 619 shares; 2025Q3: 613 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $44.7K <0.01% 0 Timeline LSEGY LONDON STOCK EX GRP ADR SPON More: the full row for LONDON STOCK EX GRP ADR SPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares; 2026Q1: 1,513 shares 1,513 $44.2K <0.01% +496 Timeline IPAC 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: 330 shares; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 432 shares; 2026Q1: 575 shares 575 $44K <0.01% +143 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $43.9K <0.01% 0 Timeline CYDY CYTODYN, INC. More: the full row for CYTODYN, 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: 160,000 shares; 2025Q4: 160,000 shares; 2026Q1: 160,000 shares 160,000 $43.8K <0.01% 0 Timeline DOGG 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: 3,230 shares; 2024Q4: 3 shares; 2025Q1: 3,101 shares; 2025Q2: 2,723 shares; 2025Q3: 2,189 shares; 2025Q4: 2,201 shares; 2026Q1: 2,013 shares 2,013 $43.7K <0.01% -188 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 77 shares; 2025Q3: 61 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $43.7K <0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4 shares; 2025Q1: 4,501 shares; 2025Q2: 4,144 shares; 2025Q3: 3,546 shares; 2025Q4: 3,512 shares; 2026Q1: 3,402 shares 3,402 $43.6K <0.01% -110 Timeline National Healthcare Propert… National Healthcare Properties Inc More: the full row for National Healthcare Properties Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $43.6K <0.01% 0 QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 632 shares; 2025Q4: 1,392 shares; 2026Q1: 406 shares 406 $43.6K <0.01% -986 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2 shares; 2025Q1: 2,914 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,919 shares; 2026Q1: 3,315 shares 3,315 $43.4K <0.01% +396 Timeline FFXDF FAIRFAX INDIA HO-SUB VTG SHS More: the full row for FAIRFAX INDIA HO-SUB VTG 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: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $43.4K <0.01% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $43.2K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,603 shares; 2024Q4: 45 shares; 2025Q1: 33,276 shares; 2025Q2: 27,150 shares; 2025Q3: 1,990 shares; 2025Q4: 2,150 shares; 2026Q1: 2,310 shares 2,310 $43.2K <0.01% +160 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 12 shares; 2025Q1: 12,109 shares; 2025Q2: 12,109 shares; 2025Q3: 10,309 shares; 2025Q4: 10,309 shares; 2026Q1: 10,309 shares 10,309 $43.2K <0.01% 0 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2 shares; 2025Q1: 2,870 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,870 shares; 2026Q1: 2,870 shares 2,870 $43.1K <0.01% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 816 shares 816 $43K <0.01% -331 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 22 shares; 2025Q1: 25,597 shares; 2025Q2: 995 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 470 shares 470 $42.9K <0.01% -310 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $42.7K <0.01% 0 Timeline IFSPF INTERFOR CORP COM SHS (CDA) More: the full row for INTERFOR CORP COM SHS (CDA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,750 shares; 2025Q4: 5,675 shares; 2026Q1: 5,775 shares 5,775 $42.6K <0.01% +100 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $42.6K <0.01% 0 Timeline LVHD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $42.6K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,861 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,301 shares; 2026Q1: 2,960 shares 2,960 $42.5K <0.01% +659 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 400 shares 400 $42.3K <0.01% -50 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7 shares; 2025Q1: 7,978 shares; 2025Q2: 462 shares; 2025Q3: 410 shares; 2025Q4: 324 shares; 2026Q1: 478 shares 478 $41.9K <0.01% +154 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $41.7K <0.01% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 1 shares; 2025Q1: 1,050 shares; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 885 shares; 2026Q1: 990 shares 990 $41.5K <0.01% +105 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $41.1K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 920 shares; 2025Q4: 933 shares; 2026Q1: 938 shares 938 $41.1K <0.01% +5 Timeline FANUY FANUC CORP-UNSP ADR More: the full row for FANUC CORP-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: 275 shares; 2025Q3: 275 shares; 2025Q4: 2,464 shares; 2026Q1: 2,464 shares 2,464 $41.1K <0.01% 0 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2 shares; 2025Q1: 2,293 shares; 2025Q2: 3,265 shares; 2025Q3: 2,659 shares; 2025Q4: 2,082 shares; 2026Q1: 2,617 shares 2,617 $41K <0.01% +535 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $40.9K <0.01% 0 Timeline IUSV 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: 602 shares; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $40.9K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 130 shares; 2026Q1: 395 shares 395 $40.9K <0.01% +265 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 1,814 shares 1,814 $40.8K <0.01% +1,622 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,240 shares; 2026Q1: 2,265 shares 2,265 $40.7K <0.01% +25 Timeline BBUC BROOKFIELD BUSINESS CORP More: the full row for BROOKFIELD BUSINESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,284 shares 1,284 $40.6K <0.01% new Timeline GAPR 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: 1,000 shares; 2024Q4: 1 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $40.5K <0.01% 0 Timeline XYLG 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: 1,480 shares; 2024Q4: 1 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,248 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539 $40.4K <0.01% 0 Timeline SHRY 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: 928 shares; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $40.4K <0.01% 0 Timeline ADYEY ADYEN NV-UNSPON ADR More: the full row for ADYEN NV-UNSPON 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: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 3,839 shares; 2026Q1: 4,114 shares 4,114 $40.3K <0.01% +275 Timeline KJUN 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: 1,400 shares; 2024Q4: 1 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $39.6K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1 shares; 2025Q1: 1,853 shares; 2025Q2: 2,036 shares; 2025Q3: 2,121 shares; 2025Q4: 2,075 shares; 2026Q1: 2,063 shares 2,063 $39.5K <0.01% -12 Timeline IMTB 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: 900 shares; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $39.4K <0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 122 shares 122 $39.4K <0.01% +13 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 408 shares; 2025Q3: 280 shares; 2025Q4: 283 shares; 2026Q1: 288 shares 288 $39.2K <0.01% +5 Timeline GMAR 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: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $39.2K <0.01% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708 shares 708 $39.2K <0.01% new Timeline KBS Real Estate Investment … KBS Real Estate Investment Trust … More: the full row for KBS Real Estate Investment Trust III 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: 14,502 shares; 2025Q3: 14,502 shares; 2025Q4: 14,502 shares; 2026Q1: 14,502 shares 14,502 $39.2K <0.01% 0 PSLV 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: 1,600 shares; 2024Q4: 1 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 3,150 shares; 2025Q4: 2,400 shares; 2026Q1: 1,600 shares 1,600 $39K <0.01% -800 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6 shares; 2025Q1: 6,285 shares; 2025Q2: 6,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares 5,085 $39K <0.01% 0 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares 831 $39K <0.01% new Timeline GSLC 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: 1,067 shares; 2024Q4: 1 shares; 2025Q1: 180 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 234 shares; 2026Q1: 310 shares 310 $38.8K <0.01% +76 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,362 shares 1,362 $38.8K <0.01% -343 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,557 shares; 2026Q1: 1,602 shares 1,602 $38.8K <0.01% +45 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2 shares; 2025Q1: 1,996 shares; 2025Q2: 1,991 shares; 2025Q3: 1,835 shares; 2025Q4: 1,774 shares; 2026Q1: 1,560 shares 1,560 $38.8K <0.01% -214 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1 shares; 2025Q1: 1,676 shares; 2025Q2: 4,074 shares; 2025Q3: 3,856 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares 4,931 $38.8K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 474 shares; 2025Q3: 1,996 shares; 2025Q4: 385 shares; 2026Q1: 368 shares 368 $38.7K <0.01% -17 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 4,005 shares 4,005 $38.6K <0.01% +1,195 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935 $38.5K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 267 shares; 2025Q3: 167 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $38.5K <0.01% 0 Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $38.3K <0.01% new Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 4,000 shares 4,000 $38.1K <0.01% -2,000 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3 shares; 2025Q1: 3,200 shares; 2025Q2: 2,893 shares; 2025Q3: 698 shares; 2025Q4: 349 shares; 2026Q1: 380 shares 380 $38K <0.01% +31 Timeline RSPT 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: 840 shares; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 989 shares; 2025Q3: 1,015 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $38K <0.01% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares; 2026Q1: 733 shares 733 $38K <0.01% -998 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $37.8K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,535 shares; 2025Q3: 2,288 shares; 2025Q4: 2,519 shares; 2026Q1: 2,619 shares 2,619 $37.8K <0.01% +100 Timeline EIFZF EXCHANGE INCOME CORP More: the full row for EXCHANGE INCOME 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares 500 $37.6K <0.01% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $37.5K <0.01% 0 Timeline SOXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares 591 $37.4K <0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4 shares; 2025Q1: 4,652 shares; 2025Q2: 4,682 shares; 2025Q3: 4,711 shares; 2025Q4: 4,739 shares; 2026Q1: 3,098 shares 3,098 $37.3K <0.01% -1,641 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: not reported; 2025Q1: 248 shares; 2025Q2: 198 shares; 2025Q3: 497 shares; 2025Q4: 345 shares; 2026Q1: 484 shares 484 $37.3K <0.01% +139 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 1,347 shares; 2026Q1: 1,194 shares 1,194 $37.2K <0.01% -153 Timeline OUSA 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: 910 shares; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: 919 shares; 2025Q3: 663 shares; 2025Q4: 665 shares; 2026Q1: 667 shares 667 $37.1K <0.01% +2 Timeline IWV 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: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $37.1K <0.01% 0 Timeline DAUG 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: 1,935 shares; 2024Q4: 1 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 1,097 shares; 2025Q4: 1,055 shares; 2026Q1: 849 shares 849 $37K <0.01% -206 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5 shares; 2025Q1: 48,011 shares; 2025Q2: 56,562 shares; 2025Q3: 64,474 shares; 2025Q4: 69,482 shares; 2026Q1: 4,953 shares 4,953 $36.9K <0.01% -64,529 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 384 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 565 shares 565 $36.9K <0.01% +138 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $36.8K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $36.8K <0.01% 0 Timeline ASMIY ASM INTERNATIONAL-NY REG SHS More: the full row for ASM INTERNATIONAL-NY REG 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: 4 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 50 shares 50 $36.7K <0.01% +6 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 16 shares; 2025Q1: 16,025 shares; 2025Q2: 14,650 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 360 shares 360 $36.6K <0.01% +160 Timeline GEM 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: 455 shares; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 846 shares 846 $36.5K <0.01% +391 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 405 shares 405 $36.5K <0.01% +215 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 1,111 shares; 2025Q3: 1,115 shares; 2025Q4: 1,127 shares; 2026Q1: 1,438 shares 1,438 $36.4K <0.01% +311 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 100 shares 100 $36.3K <0.01% +5 Timeline KSEP 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: 5 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares 1,277 $36K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 801 shares; 2025Q4: 776 shares; 2026Q1: 873 shares 873 $36K <0.01% +97 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: 1,334 shares 1,334 $35.9K <0.01% -120 Timeline JUNT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $35.9K <0.01% 0 Timeline XLG 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: 42,160 shares; 2024Q4: 42 shares; 2025Q1: 39,310 shares; 2025Q2: 34,135 shares; 2025Q3: 34,325 shares; 2025Q4: 34,700 shares; 2026Q1: 657 shares 657 $35.8K <0.01% -34,043 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,344 shares; 2025Q4: 435 shares; 2026Q1: 429 shares 429 $35.4K <0.01% -6 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,947 shares; 2024Q4: not reported; 2025Q1: 999 shares; 2025Q2: 1,037 shares; 2025Q3: 976 shares; 2025Q4: 964 shares; 2026Q1: 454 shares 454 $35.2K <0.01% -510 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8 shares; 2025Q1: 8,589 shares; 2025Q2: 8,619 shares; 2025Q3: 8,419 shares; 2025Q4: 8,230 shares; 2026Q1: 7,839 shares 7,839 $35.2K <0.01% -391 Timeline ACWV 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: 294 shares; 2024Q4: not reported; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $35.1K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares; 2026Q1: 3,194 shares 3,194 $35.1K <0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 608 shares 608 $35K <0.01% new Timeline KNGZ 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: 11,768 shares; 2024Q4: 16 shares; 2025Q1: 19,403 shares; 2025Q2: 21,938 shares; 2025Q3: 963 shares; 2025Q4: 967 shares; 2026Q1: 969 shares 969 $34.9K <0.01% +2 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1 shares; 2025Q1: 1,143 shares; 2025Q2: 1,172 shares; 2025Q3: 1,201 shares; 2025Q4: 1,228 shares; 2026Q1: 1,251 shares 1,251 $34.8K <0.01% +23 Timeline UBTECH ROBOTICS CORP LTD UBTECH ROBOTICS CORP LTD More: the full row for UBTECH ROBOTICS CORP 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: 3,025 shares; 2026Q1: 3,025 shares 3,025 $34.8K <0.01% 0 UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 509 shares; 2026Q1: 510 shares 510 $34.8K <0.01% +1 Timeline SMERY SIEMENS ENERGY AG SPON ADR More: the full row for SIEMENS ENERGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $34.7K <0.01% new Timeline VTWG 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: 292 shares; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $34.7K <0.01% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $34.7K <0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $34.7K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 1 shares; 2025Q1: 1,332 shares; 2025Q2: 1,723 shares; 2025Q3: 483 shares; 2025Q4: 484 shares; 2026Q1: 374 shares 374 $34.6K <0.01% -110 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 9 shares; 2025Q1: 8,336 shares; 2025Q2: 8,360 shares; 2025Q3: 4,764 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares 4,764 $34.6K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3 shares; 2025Q1: 3,508 shares; 2025Q2: 3,416 shares; 2025Q3: 3,378 shares; 2025Q4: 3,325 shares; 2026Q1: 2,298 shares 2,298 $34.5K <0.01% -1,027 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $34.5K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 143 shares; 2025Q3: 151 shares; 2025Q4: 153 shares; 2026Q1: 147 shares 147 $34.3K <0.01% -6 Timeline DWM 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: 3,252 shares; 2024Q4: 3 shares; 2025Q1: 3,208 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,975 shares; 2026Q1: 490 shares 490 $34.2K <0.01% -2,485 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 472 shares; 2025Q3: 645 shares; 2025Q4: 478 shares; 2026Q1: 397 shares 397 $34.2K <0.01% -81 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: 697 shares; 2026Q1: 663 shares 663 $34.2K <0.01% -34 Timeline XMAR 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: 840 shares; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $34K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,967 shares; 2024Q4: 12 shares; 2025Q1: 201 shares; 2025Q2: 14,028 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $33.9K <0.01% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 120 shares 120 $33.9K <0.01% -28 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 188 shares 188 $33.8K <0.01% -17 Timeline KPLUY K PLUS S AG SPON ADR (GERMANY More: the full row for K PLUS S AG SPON ADR (GERMANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $33.8K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: not reported; 2025Q1: 207 shares; 2025Q2: 150 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 115 shares 115 $33.7K <0.01% -21 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $33.7K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3 shares; 2025Q1: 2,178 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,328 shares; 2026Q1: 2,352 shares 2,352 $33.6K <0.01% +24 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 239 shares 239 $33.5K <0.01% -34 Timeline CGMS 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: 1,230 shares; 2024Q4: 1 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $33.5K <0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 916 shares; 2025Q3: 970 shares; 2025Q4: 1,855 shares; 2026Q1: 1,963 shares 1,963 $33.5K <0.01% +108 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1 shares; 2025Q1: 1,155 shares; 2025Q2: 1,258 shares; 2025Q3: 1,084 shares; 2025Q4: 913 shares; 2026Q1: 116 shares 116 $33.5K <0.01% -797 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-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: 99 shares; 2025Q3: 799 shares; 2025Q4: 692 shares; 2026Q1: 313 shares 313 $33.4K <0.01% -379 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2 shares; 2025Q1: 2,684 shares; 2025Q2: 2,698 shares; 2025Q3: 2,712 shares; 2025Q4: 2,730 shares; 2026Q1: 2,739 shares 2,739 $33.4K <0.01% +9 Timeline IYK 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: 196 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 475 shares 475 $33.3K <0.01% +255 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 77 shares; 2025Q4: 114 shares; 2026Q1: 297 shares 297 $33.2K <0.01% +183 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 7,500 shares 7,500 $33.1K <0.01% +3,000 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $33.1K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 88 shares; 2026Q1: 87 shares 87 $33.1K <0.01% -1 Timeline SGPYY SAGE GROUP PLC-UNSPON ADR More: the full row for SAGE GROUP PLC-UNSPON 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: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,356 shares; 2026Q1: 747 shares 747 $33K <0.01% -609 Timeline ICSH 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: 550 shares; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 597 shares; 2026Q1: 647 shares 647 $32.8K <0.01% +50 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $32.7K <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1 shares; 2025Q1: 2,304 shares; 2025Q2: 1,836 shares; 2025Q3: 1,873 shares; 2025Q4: 1,896 shares; 2026Q1: 1,943 shares 1,943 $32.6K <0.01% +47 Timeline