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: 5,192 shares; 2024Q4: 9,015 shares; 2025Q1: 9,037 shares; 2025Q2: 8,872 shares; 2025Q3: 8,902 shares; 2025Q4: 8,936 shares; 2026Q1: 10,011 shares 10,011 $456K 0.01% +1,075 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: 18,798 shares; 2024Q4: 32,447 shares; 2025Q1: 34,896 shares; 2025Q2: 14,927 shares; 2025Q3: 10,703 shares; 2025Q4: 9,618 shares; 2026Q1: 9,071 shares 9,071 $454K 0.01% -547 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 7,679 shares; 2025Q1: 7,735 shares; 2025Q2: 7,866 shares; 2025Q3: 7,994 shares; 2025Q4: 6,261 shares; 2026Q1: 20,911 shares 20,911 $453K 0.01% +14,650 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: 672 shares; 2024Q4: 725 shares; 2025Q1: 938 shares; 2025Q2: 961 shares; 2025Q3: 709 shares; 2025Q4: 805 shares; 2026Q1: 956 shares 956 $452K 0.01% +151 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,949 shares; 2025Q1: 4,094 shares; 2025Q2: 3,991 shares; 2025Q3: 4,271 shares; 2025Q4: 3,816 shares; 2026Q1: 4,103 shares 4,103 $451K 0.01% +287 Timeline MTUM 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: 1,428 shares; 2024Q4: 1,442 shares; 2025Q1: 1,503 shares; 2025Q2: 1,591 shares; 2025Q3: 1,803 shares; 2025Q4: 1,728 shares; 2026Q1: 1,872 shares 1,872 $449K 0.01% +144 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,738 shares; 2024Q4: 16,275 shares; 2025Q1: 14,736 shares; 2025Q2: 14,363 shares; 2025Q3: 13,033 shares; 2025Q4: 10,452 shares; 2026Q1: 9,725 shares 9,725 $442K 0.01% -727 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 10,641 shares; 2025Q1: 5,456 shares; 2025Q2: 7,386 shares; 2025Q3: 8,117 shares; 2025Q4: 7,146 shares; 2026Q1: 7,222 shares 7,222 $442K 0.01% +76 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,493 shares; 2025Q1: 5,331 shares; 2025Q2: 5,721 shares; 2025Q3: 4,163 shares; 2025Q4: 3,668 shares; 2026Q1: 4,127 shares 4,127 $441K 0.01% +459 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 6,917 shares; 2025Q1: 6,896 shares; 2025Q2: 6,676 shares; 2025Q3: 6,415 shares; 2025Q4: 6,539 shares; 2026Q1: 6,509 shares 6,509 $440K 0.01% -30 Timeline GDX 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: 1,509 shares; 2024Q4: 1,721 shares; 2025Q1: 1,521 shares; 2025Q2: 3,224 shares; 2025Q3: 4,700 shares; 2025Q4: 4,791 shares; 2026Q1: 4,787 shares 4,787 $439K 0.01% -4 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 217 shares; 2025Q1: 911 shares; 2025Q2: 830 shares; 2025Q3: 781 shares; 2025Q4: 1,104 shares; 2026Q1: 1,026 shares 1,026 $436K 0.01% -78 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 81 shares; 2025Q1: 53 shares; 2025Q2: 177 shares; 2025Q3: 448 shares; 2025Q4: 488 shares; 2026Q1: 561 shares 561 $434K 0.01% +73 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: 1,279 shares; 2024Q4: 490 shares; 2025Q1: 1,472 shares; 2025Q2: 1,875 shares; 2025Q3: 3,809 shares; 2025Q4: 2,578 shares; 2026Q1: 2,753 shares 2,753 $433K 0.01% +175 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,644 shares; 2025Q1: 1,919 shares; 2025Q2: 2,165 shares; 2025Q3: 2,481 shares; 2025Q4: 2,629 shares; 2026Q1: 2,217 shares 2,217 $433K 0.01% -412 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,876 shares; 2025Q1: 18,789 shares; 2025Q2: 18,240 shares; 2025Q3: 18,614 shares; 2025Q4: 16,428 shares; 2026Q1: 14,334 shares 14,334 $430K 0.01% -2,094 Timeline AGGY 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: 10,780 shares; 2024Q4: 10,247 shares; 2025Q1: 10,179 shares; 2025Q2: 10,190 shares; 2025Q3: 10,046 shares; 2025Q4: 9,989 shares; 2026Q1: 9,869 shares 9,869 $429K 0.01% -120 Timeline FTCS 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: 5,025 shares; 2024Q4: 5,080 shares; 2025Q1: 5,115 shares; 2025Q2: 5,051 shares; 2025Q3: 4,090 shares; 2025Q4: 4,019 shares; 2026Q1: 4,611 shares 4,611 $428K 0.01% +592 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,327 shares; 2025Q1: 2,116 shares; 2025Q2: 2,104 shares; 2025Q3: 2,871 shares; 2025Q4: 1,978 shares; 2026Q1: 2,016 shares 2,016 $426K 0.01% +38 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 48 shares; 2025Q1: 183 shares; 2025Q2: 421 shares; 2025Q3: 533 shares; 2025Q4: 648 shares; 2026Q1: 1,852 shares 1,852 $426K 0.01% +1,204 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,895 shares; 2025Q2: 3,079 shares; 2025Q3: 3,388 shares; 2025Q4: 3,406 shares; 2026Q1: 3,598 shares 3,598 $423K 0.01% +192 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,290 shares; 2025Q1: 6,104 shares; 2025Q2: 3,360 shares; 2025Q3: 4,255 shares; 2025Q4: 11,838 shares; 2026Q1: 15,383 shares 15,383 $422K 0.01% +3,545 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 459 shares; 2025Q1: 633 shares; 2025Q2: 895 shares; 2025Q3: 671 shares; 2025Q4: 532 shares; 2026Q1: 580 shares 580 $422K 0.01% +48 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 37 shares; 2025Q1: 353 shares; 2025Q2: 243 shares; 2025Q3: 1,796 shares; 2025Q4: 1,314 shares; 2026Q1: 601 shares 601 $422K 0.01% -713 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: 1,192 shares; 2024Q4: 1,544 shares; 2025Q1: 23,677 shares; 2025Q2: 26,764 shares; 2025Q3: 28,174 shares; 2025Q4: 30,701 shares; 2026Q1: 29,350 shares 29,350 $422K 0.01% -1,351 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 78 shares; 2025Q3: 183 shares; 2025Q4: 220 shares; 2026Q1: 663 shares 663 $421K 0.01% +443 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: 1,259 shares; 2024Q4: 1,458 shares; 2025Q1: 2,391 shares; 2025Q2: 2,935 shares; 2025Q3: 3,177 shares; 2025Q4: 3,230 shares; 2026Q1: 2,672 shares 2,672 $420K 0.01% -558 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: 5,688 shares; 2024Q4: 5,657 shares; 2025Q1: 5,882 shares; 2025Q2: 6,382 shares; 2025Q3: 7,103 shares; 2025Q4: 7,435 shares; 2026Q1: 7,799 shares 7,799 $420K 0.01% +364 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 507 shares; 2025Q1: 16 shares; 2025Q2: 1,226 shares; 2025Q3: 1,261 shares; 2025Q4: 1,847 shares; 2026Q1: 9,308 shares 9,308 $419K 0.01% +7,461 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 11,345 shares; 2025Q1: 3,272 shares; 2025Q2: 3,811 shares; 2025Q3: 3,978 shares; 2025Q4: 4,185 shares; 2026Q1: 4,257 shares 4,257 $415K 0.01% +72 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,343 shares; 2025Q1: 1,636 shares; 2025Q2: 1,874 shares; 2025Q3: 1,644 shares; 2025Q4: 1,902 shares; 2026Q1: 1,661 shares 1,661 $414K 0.01% -241 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,039 shares; 2024Q4: 16,148 shares; 2025Q1: 17,954 shares; 2025Q2: 17,488 shares; 2025Q3: 32,984 shares; 2025Q4: 20,954 shares; 2026Q1: 21,127 shares 21,127 $413K 0.01% +173 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 3,329 shares; 2025Q1: 4,597 shares; 2025Q2: 4,873 shares; 2025Q3: 36,860 shares; 2025Q4: 37,717 shares; 2026Q1: 7,003 shares 7,003 $412K 0.01% -30,714 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,431 shares; 2025Q1: 3,572 shares; 2025Q2: 3,790 shares; 2025Q3: 4,080 shares; 2025Q4: 4,563 shares; 2026Q1: 5,140 shares 5,140 $411K 0.01% +577 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 1,327 shares; 2025Q1: 1,440 shares; 2025Q2: 1,448 shares; 2025Q3: 1,508 shares; 2025Q4: 1,744 shares; 2026Q1: 1,633 shares 1,633 $409K 0.01% -111 Timeline AIQ 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: 970 shares; 2024Q4: 970 shares; 2025Q1: 1,266 shares; 2025Q2: 1,466 shares; 2025Q3: 2,681 shares; 2025Q4: 5,673 shares; 2026Q1: 8,716 shares 8,716 $407K 0.01% +3,043 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 274 shares; 2025Q1: 1,675 shares; 2025Q2: 2,829 shares; 2025Q3: 3,388 shares; 2025Q4: 4,593 shares; 2026Q1: 5,552 shares 5,552 $402K 0.01% +959 Timeline MNSO MINISO GROUP HLDG LTD More: the full row for MINISO GROUP HLDG 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: 70 shares; 2025Q3: 24,400 shares; 2025Q4: 24,420 shares; 2026Q1: 24,818 shares 24,818 $402K 0.01% +398 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,439 shares; 2025Q1: 3,210 shares; 2025Q2: 4,160 shares; 2025Q3: 4,069 shares; 2025Q4: 4,406 shares; 2026Q1: 3,878 shares 3,878 $402K 0.01% -528 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: 2,376 shares; 2024Q4: 2,423 shares; 2025Q1: 676 shares; 2025Q2: 639 shares; 2025Q3: 657 shares; 2025Q4: 1,471 shares; 2026Q1: 650 shares 650 $401K 0.01% -821 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: 3,688 shares; 2024Q4: 3,725 shares; 2025Q1: 2,965 shares; 2025Q2: 3,047 shares; 2025Q3: 3,364 shares; 2025Q4: 3,361 shares; 2026Q1: 3,596 shares 3,596 $401K 0.01% +235 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: 2,578 shares; 2024Q4: 1,855 shares; 2025Q1: 3,202 shares; 2025Q2: 4,854 shares; 2025Q3: 3,354 shares; 2025Q4: 6,048 shares; 2026Q1: 12,487 shares 12,487 $400K 0.01% +6,439 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 369 shares; 2025Q1: 376 shares; 2025Q2: 575 shares; 2025Q3: 801 shares; 2025Q4: 1,065 shares; 2026Q1: 1,218 shares 1,218 $398K 0.01% +153 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 4,416 shares; 2026Q1: 20,116 shares 20,116 $398K 0.01% +15,700 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: 139 shares; 2025Q4: 584 shares; 2026Q1: 10,714 shares 10,714 $397K 0.01% +10,130 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 4,413 shares; 2025Q1: 4,429 shares; 2025Q2: 4,476 shares; 2025Q3: 4,489 shares; 2025Q4: 3,557 shares; 2026Q1: 5,356 shares 5,356 $396K 0.01% +1,799 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 5,255 shares; 2025Q1: 5,273 shares; 2025Q2: 7,368 shares; 2025Q3: 7,711 shares; 2025Q4: 7,737 shares; 2026Q1: 5,587 shares 5,587 $391K 0.01% -2,150 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: 5,138 shares; 2024Q4: 5,534 shares; 2025Q1: 11,735 shares; 2025Q2: 4,419 shares; 2025Q3: 4,783 shares; 2025Q4: 4,104 shares; 2026Q1: 5,208 shares 5,208 $388K 0.01% +1,104 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 13,281 shares; 2025Q1: 16,482 shares; 2025Q2: 16,104 shares; 2025Q3: 16,266 shares; 2025Q4: 19,574 shares; 2026Q1: 19,737 shares 19,737 $387K 0.01% +163 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,680 shares 18,680 $381K 0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 3,882 shares; 2025Q1: 3,916 shares; 2025Q2: 3,950 shares; 2025Q3: 4,468 shares; 2025Q4: 3,096 shares; 2026Q1: 3,352 shares 3,352 $379K 0.01% +256 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,689 shares; 2024Q4: 36,072 shares; 2025Q1: 34,132 shares; 2025Q2: 3,902 shares; 2025Q3: 4,033 shares; 2025Q4: 3,971 shares; 2026Q1: 3,923 shares 3,923 $376K 0.01% -48 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares 3,874 $375K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 6,058 shares; 2025Q1: 6,933 shares; 2025Q2: 7,833 shares; 2025Q3: 5,748 shares; 2025Q4: 5,197 shares; 2026Q1: 5,835 shares 5,835 $375K 0.01% +638 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,444 shares; 2025Q1: 2,437 shares; 2025Q2: 2,757 shares; 2025Q3: 2,509 shares; 2025Q4: 2,494 shares; 2026Q1: 2,406 shares 2,406 $374K 0.01% -88 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 643 shares; 2025Q1: 986 shares; 2025Q2: 1,038 shares; 2025Q3: 1,040 shares; 2025Q4: 1,259 shares; 2026Q1: 1,117 shares 1,117 $373K 0.01% -142 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,401 shares 13,401 $372K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 166 shares; 2025Q1: 149 shares; 2025Q2: 583 shares; 2025Q3: 2,004 shares; 2025Q4: 1,916 shares; 2026Q1: 1,333 shares 1,333 $370K 0.01% -583 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: 793 shares; 2024Q4: 918 shares; 2025Q1: 1,524 shares; 2025Q2: 1,860 shares; 2025Q3: 4,558 shares; 2025Q4: 4,920 shares; 2026Q1: 5,341 shares 5,341 $370K 0.01% +421 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,051 shares; 2025Q1: 4,064 shares; 2025Q2: 4,076 shares; 2025Q3: 4,104 shares; 2025Q4: 4,101 shares; 2026Q1: 4,110 shares 4,110 $369K 0.01% +9 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: 1,041 shares; 2024Q4: 1,213 shares; 2025Q1: 70 shares; 2025Q2: 15 shares; 2025Q3: 775 shares; 2025Q4: 2,246 shares; 2026Q1: 2,438 shares 2,438 $369K 0.01% +192 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 434 shares; 2025Q1: 717 shares; 2025Q2: 1,563 shares; 2025Q3: 1,576 shares; 2025Q4: 3,088 shares; 2026Q1: 4,080 shares 4,080 $368K 0.01% +992 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 17,614 shares 17,614 $366K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 1,639 shares; 2025Q1: 2,264 shares; 2025Q2: 4,289 shares; 2025Q3: 5,186 shares; 2025Q4: 5,891 shares; 2026Q1: 7,450 shares 7,450 $365K 0.01% +1,559 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,016 shares; 2024Q4: 13,318 shares; 2025Q1: 13,324 shares; 2025Q2: 13,135 shares; 2025Q3: 13,037 shares; 2025Q4: 12,496 shares; 2026Q1: 12,503 shares 12,503 $365K 0.01% +7 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 52 shares; 2025Q1: 125 shares; 2025Q2: 112 shares; 2025Q3: 154 shares; 2025Q4: 211 shares; 2026Q1: 1,367 shares 1,367 $365K 0.01% +1,156 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,520 shares; 2025Q1: 6,909 shares; 2025Q2: 6,751 shares; 2025Q3: 8,335 shares; 2025Q4: 4,772 shares; 2026Q1: 6,066 shares 6,066 $364K 0.01% +1,294 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 9,039 shares; 2025Q1: 6,317 shares; 2025Q2: 16,999 shares; 2025Q3: 14,455 shares; 2025Q4: 14,495 shares; 2026Q1: 10,951 shares 10,951 $361K 0.01% -3,544 Timeline FIDU 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: 4,085 shares; 2024Q4: 4,107 shares; 2025Q1: 4,119 shares; 2025Q2: 4,131 shares; 2025Q3: 4,467 shares; 2025Q4: 4,152 shares; 2026Q1: 4,165 shares 4,165 $360K 0.01% +13 Timeline DLN 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: 3,923 shares; 2024Q4: 3,940 shares; 2025Q1: 3,954 shares; 2025Q2: 3,972 shares; 2025Q3: 3,988 shares; 2025Q4: 4,006 shares; 2026Q1: 4,020 shares 4,020 $359K 0.01% +14 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 609 shares; 2025Q1: 670 shares; 2025Q2: 851 shares; 2025Q3: 349 shares; 2025Q4: 730 shares; 2026Q1: 636 shares 636 $357K 0.01% -94 Timeline UPRO 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: 4,804 shares; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,717 shares; 2025Q3: 3,719 shares; 2025Q4: 3,633 shares; 2026Q1: 3,641 shares 3,641 $353K 0.01% +8 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 5,227 shares; 2025Q1: 1,584 shares; 2025Q2: 3,125 shares; 2025Q3: 2,984 shares; 2025Q4: 2,693 shares; 2026Q1: 4,947 shares 4,947 $353K 0.01% +2,254 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 56 shares; 2025Q1: 5,209 shares; 2025Q2: 6,012 shares; 2025Q3: 5,064 shares; 2025Q4: 4,538 shares; 2026Q1: 4,661 shares 4,661 $353K 0.01% +123 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,236 shares; 2025Q1: 1,630 shares; 2025Q2: 1,880 shares; 2025Q3: 2,227 shares; 2025Q4: 2,604 shares; 2026Q1: 2,118 shares 2,118 $350K 0.01% -486 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,484 shares; 2024Q4: 9,966 shares; 2025Q1: 9,673 shares; 2025Q2: 8,718 shares; 2025Q3: 8,223 shares; 2025Q4: 7,823 shares; 2026Q1: 7,823 shares 7,823 $349K 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 1,343 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,594 shares; 2026Q1: 5,614 shares 5,614 $346K 0.01% +4,020 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 12,912 shares; 2025Q1: 17,048 shares; 2025Q2: 15,471 shares; 2025Q3: 15,635 shares; 2025Q4: 18,242 shares; 2026Q1: 18,413 shares 18,413 $344K 0.01% +171 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,425 shares; 2025Q1: 2,989 shares; 2025Q2: 2,153 shares; 2025Q3: 2,430 shares; 2025Q4: 2,009 shares; 2026Q1: 2,010 shares 2,010 $340K 0.01% +1 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 24,624 shares; 2025Q1: 15,113 shares; 2025Q2: 15,280 shares; 2025Q3: 15,682 shares; 2025Q4: 14,969 shares; 2026Q1: 14,695 shares 14,695 $340K 0.01% -274 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 85 shares; 2025Q1: 409 shares; 2025Q2: 619 shares; 2025Q3: 739 shares; 2025Q4: 898 shares; 2026Q1: 1,579 shares 1,579 $339K 0.01% +681 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: 2,070 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 5,727 shares; 2025Q3: 9,521 shares; 2025Q4: 8,707 shares; 2026Q1: 12,307 shares 12,307 $335K 0.01% +3,600 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,660 shares; 2025Q1: 6,557 shares; 2025Q2: 6,564 shares; 2025Q3: 6,570 shares; 2025Q4: 6,579 shares; 2026Q1: 6,583 shares 6,583 $335K 0.01% +4 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,621 shares; 2025Q1: 3,616 shares; 2025Q2: 3,763 shares; 2025Q3: 3,765 shares; 2025Q4: 4,640 shares; 2026Q1: 3,629 shares 3,629 $333K 0.01% -1,011 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,458 shares; 2025Q1: 8,788 shares; 2025Q2: 14,441 shares; 2025Q3: 10,063 shares; 2025Q4: 7,211 shares; 2026Q1: 7,343 shares 7,343 $332K 0.01% +132 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 371 shares; 2025Q1: 379 shares; 2025Q2: 373 shares; 2025Q3: 457 shares; 2025Q4: 574 shares; 2026Q1: 672 shares 672 $332K 0.01% +98 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: 3,088 shares; 2024Q4: 3,246 shares; 2025Q1: 3,086 shares; 2025Q2: 2,273 shares; 2025Q3: 2,488 shares; 2025Q4: 2,453 shares; 2026Q1: 2,419 shares 2,419 $332K 0.01% -34 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: 624 shares; 2024Q4: 433 shares; 2025Q1: 584 shares; 2025Q2: 717 shares; 2025Q3: 784 shares; 2025Q4: 1,414 shares; 2026Q1: 1,118 shares 1,118 $327K 0.01% -296 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 4,350 shares; 2025Q1: 4,417 shares; 2025Q2: 4,776 shares; 2025Q3: 5,470 shares; 2025Q4: 5,549 shares; 2026Q1: 6,132 shares 6,132 $327K 0.01% +583 Timeline FELV 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: 27,762 shares; 2024Q4: 19,683 shares; 2025Q1: 18,606 shares; 2025Q2: 18,190 shares; 2025Q3: 16,216 shares; 2025Q4: 9,347 shares; 2026Q1: 9,371 shares 9,371 $327K 0.01% +24 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 166 shares; 2025Q1: 870 shares; 2025Q2: 348 shares; 2025Q3: 2,926 shares; 2025Q4: 3,793 shares; 2026Q1: 1,985 shares 1,985 $326K 0.01% -1,808 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 182 shares; 2025Q1: 707 shares; 2025Q2: 350 shares; 2025Q3: 418 shares; 2025Q4: 492 shares; 2026Q1: 1,459 shares 1,459 $324K 0.01% +967 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 6,969 shares; 2025Q1: 8,169 shares; 2025Q2: 16,651 shares; 2025Q3: 19,023 shares; 2025Q4: 20,434 shares; 2026Q1: 18,881 shares 18,881 $322K 0.01% -1,553 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,864 shares; 2025Q1: 19,621 shares; 2025Q2: 18,707 shares; 2025Q3: 19,508 shares; 2025Q4: 19,054 shares; 2026Q1: 19,187 shares 19,187 $321K 0.01% +133 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 640 shares; 2025Q1: 776 shares; 2025Q2: 1,408 shares; 2025Q3: 1,704 shares; 2025Q4: 4,300 shares; 2026Q1: 4,601 shares 4,601 $319K 0.01% +301 Timeline BIZD 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: 15,744 shares; 2024Q4: 16,216 shares; 2025Q1: 17,073 shares; 2025Q2: 19,466 shares; 2025Q3: 21,655 shares; 2025Q4: 21,341 shares; 2026Q1: 24,880 shares 24,880 $318K 0.01% +3,539 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 142 shares; 2025Q1: 427 shares; 2025Q2: 658 shares; 2025Q3: 2,511 shares; 2025Q4: 2,561 shares; 2026Q1: 1,530 shares 1,530 $318K 0.01% -1,031 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,521 shares; 2025Q1: 1,044 shares; 2025Q2: 947 shares; 2025Q3: 2,212 shares; 2025Q4: 2,360 shares; 2026Q1: 1,319 shares 1,319 $316K 0.01% -1,041 Timeline LQD 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: 2,465 shares; 2024Q4: 2,590 shares; 2025Q1: 2,622 shares; 2025Q2: 2,635 shares; 2025Q3: 2,578 shares; 2025Q4: 2,866 shares; 2026Q1: 2,875 shares 2,875 $313K 0.01% +9 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 188 shares; 2025Q1: 252 shares; 2025Q2: 226 shares; 2025Q3: 1,985 shares; 2025Q4: 2,014 shares; 2026Q1: 2,150 shares 2,150 $308K 0.01% +136 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: 1,766 shares; 2024Q4: 1,786 shares; 2025Q1: 1,847 shares; 2025Q2: 1,976 shares; 2025Q3: 2,228 shares; 2025Q4: 2,243 shares; 2026Q1: 2,383 shares 2,383 $306K 0.01% +140 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,300 shares; 2025Q1: 8,038 shares; 2025Q2: 8,242 shares; 2025Q3: 8,646 shares; 2025Q4: 5,417 shares; 2026Q1: 4,057 shares 4,057 $305K 0.01% -1,360 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 151 shares; 2025Q1: 522 shares; 2025Q2: 877 shares; 2025Q3: 984 shares; 2025Q4: 748 shares; 2026Q1: 1,382 shares 1,382 $303K 0.01% +634 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: 2,879 shares; 2024Q4: 1,994 shares; 2025Q1: 3,657 shares; 2025Q2: 3,903 shares; 2025Q3: 3,392 shares; 2025Q4: 5,635 shares; 2026Q1: 5,943 shares 5,943 $300K 0.01% +308 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: 1,666 shares; 2024Q4: 2,016 shares; 2025Q1: 2,754 shares; 2025Q2: 2,307 shares; 2025Q3: 1,676 shares; 2025Q4: 1,778 shares; 2026Q1: 2,851 shares 2,851 $300K 0.01% +1,073 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,361 shares; 2025Q1: 1,427 shares; 2025Q2: 1,470 shares; 2025Q3: 1,515 shares; 2025Q4: 17,376 shares; 2026Q1: 17,424 shares 17,424 $299K 0.01% +48 Timeline ACWX 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: 172 shares; 2025Q3: 4,269 shares; 2025Q4: 4,343 shares; 2026Q1: 4,363 shares 4,363 $299K 0.01% +20 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 7,115 shares; 2025Q2: 7,283 shares; 2025Q3: 6,852 shares; 2025Q4: 7,002 shares; 2026Q1: 7,275 shares 7,275 $297K 0.01% +273 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: 910 shares; 2024Q4: 251 shares; 2025Q1: 3,542 shares; 2025Q2: 3,532 shares; 2025Q3: 2,859 shares; 2025Q4: 2,390 shares; 2026Q1: 2,259 shares 2,259 $296K 0.01% -131 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 4,589 shares; 2025Q4: 2,185 shares; 2026Q1: 4,595 shares 4,595 $295K 0.01% +2,410 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 134 shares; 2025Q1: 272 shares; 2025Q2: 569 shares; 2025Q3: 2,347 shares; 2025Q4: 1,848 shares; 2026Q1: 752 shares 752 $292K 0.01% -1,096 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,531 shares; 2025Q1: 7,913 shares; 2025Q2: 7,369 shares; 2025Q3: 7,355 shares; 2025Q4: 7,923 shares; 2026Q1: 7,096 shares 7,096 $291K 0.01% -827 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: 1,816 shares; 2024Q4: 1,797 shares; 2025Q1: 2,337 shares; 2025Q2: 2,475 shares; 2025Q3: 3,951 shares; 2025Q4: 3,253 shares; 2026Q1: 2,887 shares 2,887 $289K 0.01% -366 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,536 shares; 2025Q1: 1,832 shares; 2025Q2: 1,981 shares; 2025Q3: 1,657 shares; 2025Q4: 3,805 shares; 2026Q1: 3,781 shares 3,781 $289K 0.01% -24 Timeline IYW 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: 984 shares; 2024Q4: 988 shares; 2025Q1: 1,298 shares; 2025Q2: 1,397 shares; 2025Q3: 1,421 shares; 2025Q4: 1,502 shares; 2026Q1: 1,588 shares 1,588 $288K 0.01% +86 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,843 shares; 2025Q1: 3,705 shares; 2025Q2: 3,498 shares; 2025Q3: 3,115 shares; 2025Q4: 3,112 shares; 2026Q1: 4,647 shares 4,647 $288K 0.01% +1,535 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: 617 shares; 2024Q4: 616 shares; 2025Q1: 783 shares; 2025Q2: 866 shares; 2025Q3: 839 shares; 2025Q4: 1,149 shares; 2026Q1: 1,315 shares 1,315 $285K 0.01% +166 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,251 shares; 2025Q1: 1,444 shares; 2025Q2: 1,650 shares; 2025Q3: 1,576 shares; 2025Q4: 1,846 shares; 2026Q1: 1,503 shares 1,503 $285K 0.01% -343 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 5,033 shares; 2025Q1: 5,761 shares; 2025Q2: 6,792 shares; 2025Q3: 4,646 shares; 2025Q4: 4,155 shares; 2026Q1: 3,986 shares 3,986 $283K 0.01% -169 Timeline PSP 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: 3,270 shares; 2024Q4: 3,329 shares; 2025Q1: 3,506 shares; 2025Q2: 3,803 shares; 2025Q3: 4,297 shares; 2025Q4: 4,356 shares; 2026Q1: 4,925 shares 4,925 $278K 0.01% +569 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 19,461 shares; 2025Q1: 19,461 shares; 2025Q2: 19,461 shares; 2025Q3: 19,461 shares; 2025Q4: 17,511 shares; 2026Q1: 17,511 shares 17,511 $278K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 292 shares; 2025Q1: 424 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares; 2025Q4: 931 shares; 2026Q1: 1,540 shares 1,540 $277K 0.01% +609 Timeline SUSB 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: 22,202 shares; 2024Q4: 23,500 shares; 2025Q1: 19,011 shares; 2025Q2: 19,321 shares; 2025Q3: 19,875 shares; 2025Q4: 12,745 shares; 2026Q1: 10,976 shares 10,976 $275K 0.01% -1,769 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 121 shares; 2025Q1: 223 shares; 2025Q2: 395 shares; 2025Q3: 555 shares; 2025Q4: 539 shares; 2026Q1: 628 shares 628 $274K 0.01% +89 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,059 shares; 2025Q1: 1,132 shares; 2025Q2: 415 shares; 2025Q3: 482 shares; 2025Q4: 429 shares; 2026Q1: 627 shares 627 $272K 0.01% +198 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: 3,125 shares; 2024Q4: 2,995 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 3,914 shares; 2025Q4: 4,225 shares; 2026Q1: 4,138 shares 4,138 $270K 0.01% -87 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: 1,030 shares; 2024Q4: 686 shares; 2025Q1: 681 shares; 2025Q2: 1,315 shares; 2025Q3: 824 shares; 2025Q4: 1,037 shares; 2026Q1: 1,049 shares 1,049 $270K 0.01% +12 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 26,684 shares; 2025Q1: 16,616 shares; 2025Q2: 23,424 shares; 2025Q3: 18,064 shares; 2025Q4: 17,234 shares; 2026Q1: 10,809 shares 10,809 $269K 0.01% -6,425 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 3,225 shares; 2025Q4: 3 shares; 2026Q1: 2,576 shares 2,576 $267K 0.01% +2,573 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: 7,424 shares; 2024Q4: 6,545 shares; 2025Q1: 5,628 shares; 2025Q2: 2,921 shares; 2025Q3: 2,795 shares; 2025Q4: 2,798 shares; 2026Q1: 2,818 shares 2,818 $265K 0.01% +20 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 26,608 shares; 2025Q1: 28,194 shares; 2025Q2: 27,773 shares; 2025Q3: 15,774 shares; 2025Q4: 8,179 shares; 2026Q1: 4,801 shares 4,801 $264K 0.01% -3,378 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 832 shares; 2025Q2: 859 shares; 2025Q3: 862 shares; 2025Q4: 1,136 shares; 2026Q1: 1,068 shares 1,068 $264K 0.01% -68 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,334 shares 1,334 $263K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 11,936 shares; 2025Q1: 5,938 shares; 2025Q2: 5,648 shares; 2025Q3: 5,799 shares; 2025Q4: 5,965 shares; 2026Q1: 5,744 shares 5,744 $263K 0.01% -221 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 9,271 shares; 2025Q1: 3,317 shares; 2025Q2: 2,614 shares; 2025Q3: 2,894 shares; 2025Q4: 3,104 shares; 2026Q1: 3,211 shares 3,211 $263K 0.01% +107 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 3,043 shares; 2025Q1: 2,228 shares; 2025Q2: 2,270 shares; 2025Q3: 2,385 shares; 2025Q4: 1,952 shares; 2026Q1: 3,599 shares 3,599 $262K 0.01% +1,647 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 3 shares; 2025Q1: 406 shares; 2025Q2: 504 shares; 2025Q3: 600 shares; 2025Q4: 711 shares; 2026Q1: 564 shares 564 $262K 0.01% -147 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $260K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 7,763 shares; 2025Q1: 6,347 shares; 2025Q2: 6,369 shares; 2025Q3: 6,031 shares; 2025Q4: 5,491 shares; 2026Q1: 5,494 shares 5,494 $258K 0.01% +3 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 94 shares; 2025Q1: 495 shares; 2025Q2: 813 shares; 2025Q3: 643 shares; 2025Q4: 780 shares; 2026Q1: 1,264 shares 1,264 $258K 0.01% +484 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 717 shares; 2025Q1: 1,500 shares; 2025Q2: 2,543 shares; 2025Q3: 2,087 shares; 2025Q4: 2,253 shares; 2026Q1: 2,784 shares 2,784 $256K 0.01% +531 Timeline IWN 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: 1,851 shares; 2024Q4: 1,562 shares; 2025Q1: 1,570 shares; 2025Q2: 1,494 shares; 2025Q3: 1,433 shares; 2025Q4: 1,448 shares; 2026Q1: 1,349 shares 1,349 $256K 0.01% -99 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,415 shares; 2025Q1: 5,033 shares; 2025Q2: 2,721 shares; 2025Q3: 2,948 shares; 2025Q4: 2,497 shares; 2026Q1: 3,194 shares 3,194 $256K 0.01% +697 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: 10 shares; 2024Q4: 26 shares; 2025Q1: 373 shares; 2025Q2: 414 shares; 2025Q3: 1,739 shares; 2025Q4: 2,534 shares; 2026Q1: 3,095 shares 3,095 $253K 0.01% +561 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 2 shares; 2025Q1: 22 shares; 2025Q2: 74 shares; 2025Q3: 6 shares; 2025Q4: 561 shares; 2026Q1: 5,658 shares 5,658 $252K 0.01% +5,097 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 1,189 shares; 2025Q1: 2,362 shares; 2025Q2: 2,118 shares; 2025Q3: 1,971 shares; 2025Q4: 2,064 shares; 2026Q1: 2,572 shares 2,572 $251K 0.01% +508 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 43 shares; 2025Q2: 133 shares; 2025Q3: 142 shares; 2025Q4: 201 shares; 2026Q1: 911 shares 911 $250K 0.01% +710 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 571 shares; 2025Q2: 6,811 shares; 2025Q3: 7,042 shares; 2025Q4: 7,164 shares; 2026Q1: 7,490 shares 7,490 $249K 0.01% +326 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 678 shares; 2025Q3: 1,517 shares; 2025Q4: 1,214 shares; 2026Q1: 754 shares 754 $248K 0.01% -460 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 4,548 shares; 2025Q1: 2,053 shares; 2025Q2: 2,596 shares; 2025Q3: 3,827 shares; 2025Q4: 3,908 shares; 2026Q1: 3,908 shares 3,908 $247K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 18 shares; 2025Q1: 707 shares; 2025Q2: 570 shares; 2025Q3: 1,159 shares; 2025Q4: 566 shares; 2026Q1: 3,131 shares 3,131 $246K 0.01% +2,565 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,194 shares; 2025Q1: 1,312 shares; 2025Q2: 1,057 shares; 2025Q3: 1,420 shares; 2025Q4: 1,440 shares; 2026Q1: 1,613 shares 1,613 $246K 0.01% +173 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 5,150 shares; 2025Q3: 3,704 shares; 2025Q4: 3,302 shares; 2026Q1: 3,309 shares 3,309 $246K 0.01% +7 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,922 shares; 2025Q1: 2,499 shares; 2025Q2: 2,780 shares; 2025Q3: 1,903 shares; 2025Q4: 1,555 shares; 2026Q1: 1,505 shares 1,505 $246K 0.01% -50 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,068 shares; 2025Q1: 10,070 shares; 2025Q2: 7,568 shares; 2025Q3: 6,101 shares; 2025Q4: 5,588 shares; 2026Q1: 4,930 shares 4,930 $245K 0.01% -658 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: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,605 shares; 2025Q2: 2,348 shares; 2025Q3: 6,989 shares; 2025Q4: 7,208 shares; 2026Q1: 7,097 shares 7,097 $244K 0.01% -111 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 84 shares; 2025Q1: 189 shares; 2025Q2: 436 shares; 2025Q3: 503 shares; 2025Q4: 522 shares; 2026Q1: 414 shares 414 $244K 0.01% -108 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,691 shares; 2025Q1: 2,922 shares; 2025Q2: 7,101 shares; 2025Q3: 4,629 shares; 2025Q4: 2,844 shares; 2026Q1: 3,740 shares 3,740 $243K 0.01% +896 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 343 shares; 2025Q1: 377 shares; 2025Q2: 109 shares; 2025Q3: 140 shares; 2025Q4: 254 shares; 2026Q1: 6,144 shares 6,144 $242K 0.01% +5,890 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: 3,589 shares; 2024Q4: 3,470 shares; 2025Q1: 3,239 shares; 2025Q2: 3,276 shares; 2025Q3: 2,899 shares; 2025Q4: 2,796 shares; 2026Q1: 2,663 shares 2,663 $242K 0.01% -133 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares; 2026Q1: 7,233 shares 7,233 $241K 0.01% +858 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 8,003 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares 8,490 $241K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 1,060 shares; 2025Q4: 200 shares; 2026Q1: 4,142 shares 4,142 $240K 0.01% +3,942 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 67 shares; 2026Q1: 8,138 shares 8,138 $238K 0.01% +8,071 Timeline QCOC 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: 11,589 shares; 2025Q1: 11,589 shares; 2025Q2: 11,589 shares; 2025Q3: 10,789 shares; 2025Q4: 10,789 shares; 2026Q1: 10,789 shares 10,789 $237K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 745 shares; 2025Q3: 750 shares; 2025Q4: 758 shares; 2026Q1: 26,370 shares 26,370 $237K 0.01% +25,612 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 3,366 shares; 2025Q1: 13,176 shares; 2025Q2: 13,417 shares; 2025Q3: 7,860 shares; 2025Q4: 8,531 shares; 2026Q1: 3,608 shares 3,608 $233K 0.01% -4,923 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 13 shares; 2025Q2: 751 shares; 2025Q3: 851 shares; 2025Q4: 277 shares; 2026Q1: 18,086 shares 18,086 $233K 0.01% +17,809 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: 531 shares; 2024Q4: 760 shares; 2025Q1: 1,113 shares; 2025Q2: 1,209 shares; 2025Q3: 1,448 shares; 2025Q4: 1,467 shares; 2026Q1: 1,329 shares 1,329 $232K 0.01% -138 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares; 2025Q4: 3,292 shares; 2026Q1: 2,942 shares 2,942 $232K 0.01% -350 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,075 shares; 2025Q2: 2,066 shares; 2025Q3: 2,097 shares; 2025Q4: 2,289 shares; 2026Q1: 2,522 shares 2,522 $230K 0.01% +233 Timeline HYXF 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: 12,850 shares; 2024Q4: 13,085 shares; 2025Q1: 8,346 shares; 2025Q2: 6,191 shares; 2025Q3: 5,344 shares; 2025Q4: 5,352 shares; 2026Q1: 4,960 shares 4,960 $230K 0.01% -392 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,306 shares; 2025Q1: 3,199 shares; 2025Q2: 8,658 shares; 2025Q3: 8,564 shares; 2025Q4: 8,648 shares; 2026Q1: 6,060 shares 6,060 $228K 0.01% -2,588 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 343 shares; 2025Q2: 1,027 shares; 2025Q3: 1,110 shares; 2025Q4: 2,340 shares; 2026Q1: 3,031 shares 3,031 $228K 0.01% +691 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,513 shares; 2025Q1: 5,006 shares; 2025Q2: 5,541 shares; 2025Q3: 5,630 shares; 2025Q4: 7,204 shares; 2026Q1: 6,228 shares 6,228 $227K 0.01% -976 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 22,726 shares; 2026Q1: 18,057 shares 18,057 $226K 0.01% -4,669 Timeline SPIP 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: 21,138 shares; 2024Q4: 20,837 shares; 2025Q1: 23,334 shares; 2025Q2: 22,195 shares; 2025Q3: 14,679 shares; 2025Q4: 10,949 shares; 2026Q1: 8,636 shares 8,636 $225K 0.01% -2,313 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,758 shares; 2025Q1: 2,255 shares; 2025Q2: 2,608 shares; 2025Q3: 2,442 shares; 2025Q4: 2,734 shares; 2026Q1: 2,549 shares 2,549 $224K 0.01% -185 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 358 shares; 2025Q1: 603 shares; 2025Q2: 1,047 shares; 2025Q3: 1,628 shares; 2025Q4: 1,304 shares; 2026Q1: 1,490 shares 1,490 $224K 0.01% +186 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: 1,447 shares; 2024Q4: 1,455 shares; 2025Q1: 1,494 shares; 2025Q2: 1,467 shares; 2025Q3: 1,489 shares; 2025Q4: 2,182 shares; 2026Q1: 2,187 shares 2,187 $224K 0.01% +5 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,095 shares; 2026Q1: 2,936 shares 2,936 $224K 0.01% +1,841 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 4,428 shares; 2025Q1: 2,939 shares; 2025Q2: 3,539 shares; 2025Q3: 5,659 shares; 2025Q4: 3,731 shares; 2026Q1: 4,343 shares 4,343 $223K 0.01% +612 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,294 shares 8,294 $223K 0.01% new Timeline XMMO 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: 464 shares; 2024Q4: 465 shares; 2025Q1: 531 shares; 2025Q2: 2,028 shares; 2025Q3: 2,032 shares; 2025Q4: 1,512 shares; 2026Q1: 1,534 shares 1,534 $223K 0.01% +22 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,959 shares; 2025Q1: 2,313 shares; 2025Q2: 2,729 shares; 2025Q3: 3,205 shares; 2025Q4: 3,147 shares; 2026Q1: 2,696 shares 2,696 $222K 0.01% -451 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 275 shares; 2025Q1: 882 shares; 2025Q2: 1,154 shares; 2025Q3: 1,834 shares; 2025Q4: 1,694 shares; 2026Q1: 1,898 shares 1,898 $220K 0.01% +204 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,415 shares; 2025Q1: 2,160 shares; 2025Q2: 585 shares; 2025Q3: 2,345 shares; 2025Q4: 2,223 shares; 2026Q1: 2,355 shares 2,355 $220K 0.01% +132 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,047 shares; 2025Q1: 2,171 shares; 2025Q2: 2,488 shares; 2025Q3: 2,497 shares; 2025Q4: 2,530 shares; 2026Q1: 2,001 shares 2,001 $218K 0.01% -529 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: 4 shares; 2024Q4: 8 shares; 2025Q1: 159 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 204 shares; 2026Q1: 126 shares 126 $218K 0.01% -78 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 391 shares; 2025Q1: 748 shares; 2025Q2: 1,085 shares; 2025Q3: 1,265 shares; 2025Q4: 3,427 shares; 2026Q1: 4,634 shares 4,634 $215K 0.01% +1,207 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 378 shares; 2025Q1: 436 shares; 2025Q2: 785 shares; 2025Q3: 547 shares; 2025Q4: 1,954 shares; 2026Q1: 2,675 shares 2,675 $215K 0.01% +721 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 209 shares; 2025Q1: 669 shares; 2025Q2: 1,048 shares; 2025Q3: 892 shares; 2025Q4: 595 shares; 2026Q1: 1,077 shares 1,077 $214K 0.01% +482 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 45 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 1,042 shares; 2026Q1: 1,044 shares 1,044 $213K 0.01% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 722 shares; 2025Q1: 931 shares; 2025Q2: 1,537 shares; 2025Q3: 3,088 shares; 2025Q4: 3,020 shares; 2026Q1: 2,962 shares 2,962 $213K 0.01% -58 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: 3,899 shares; 2024Q4: 8,982 shares; 2025Q1: 9,154 shares; 2025Q2: 11,340 shares; 2025Q3: 9,299 shares; 2025Q4: 8,755 shares; 2026Q1: 7,932 shares 7,932 $211K 0.01% -823 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,477 shares; 2025Q1: 12,619 shares; 2025Q2: 10,383 shares; 2025Q3: 6,422 shares; 2025Q4: 5,896 shares; 2026Q1: 4,468 shares 4,468 $211K 0.01% -1,428 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,066 shares; 2025Q1: 3,013 shares; 2025Q2: 2,788 shares; 2025Q3: 2,091 shares; 2025Q4: 1,928 shares; 2026Q1: 1,985 shares 1,985 $210K 0.01% +57 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 548 shares; 2025Q1: 954 shares; 2025Q2: 950 shares; 2025Q3: 1,445 shares; 2025Q4: 1,498 shares; 2026Q1: 1,812 shares 1,812 $209K 0.01% +314 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 728 shares; 2025Q1: 8,899 shares; 2025Q2: 6,617 shares; 2025Q3: 6,621 shares; 2025Q4: 8,420 shares; 2026Q1: 12,709 shares 12,709 $209K 0.01% +4,289 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,107 shares; 2025Q2: 2,397 shares; 2025Q3: 3,488 shares; 2025Q4: 2,911 shares; 2026Q1: 3,643 shares 3,643 $208K 0.01% +732 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 830 shares; 2025Q1: 855 shares; 2025Q2: 2,855 shares; 2025Q3: 870 shares; 2025Q4: 1,886 shares; 2026Q1: 1,912 shares 1,912 $208K 0.01% +26 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 437 shares; 2025Q1: 2,575 shares; 2025Q2: 2,577 shares; 2025Q3: 2,837 shares; 2025Q4: 2,831 shares; 2026Q1: 2,832 shares 2,832 $207K 0.01% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 824 shares; 2025Q1: 327 shares; 2025Q2: 408 shares; 2025Q3: 493 shares; 2025Q4: 586 shares; 2026Q1: 577 shares 577 $207K 0.01% -9 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,296 shares; 2025Q1: 1,402 shares; 2025Q2: 1,704 shares; 2025Q3: 2,212 shares; 2025Q4: 1,841 shares; 2026Q1: 2,494 shares 2,494 $206K 0.01% +653 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,274 shares; 2025Q1: 2,396 shares; 2025Q2: 3,287 shares; 2025Q3: 3,483 shares; 2025Q4: 3,625 shares; 2026Q1: 4,240 shares 4,240 $205K 0.01% +615 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: 4,554 shares; 2024Q4: 4,601 shares; 2025Q1: 5,370 shares; 2025Q2: 7,127 shares; 2025Q3: 7,567 shares; 2025Q4: 8,149 shares; 2026Q1: 8,597 shares 8,597 $205K 0.01% +448 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 4,323 shares; 2025Q1: 5,280 shares; 2025Q2: 6,119 shares; 2025Q3: 7,145 shares; 2025Q4: 8,828 shares; 2026Q1: 7,875 shares 7,875 $204K 0.01% -953 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: 8,658 shares; 2024Q4: 13,689 shares; 2025Q1: 9,028 shares; 2025Q2: 11,006 shares; 2025Q3: 10,172 shares; 2025Q4: 8,782 shares; 2026Q1: 5,323 shares 5,323 $204K 0.01% -3,459 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 9,036 shares; 2025Q1: 7,227 shares; 2025Q2: 4,040 shares; 2025Q3: 3,932 shares; 2025Q4: 3,962 shares; 2026Q1: 3,579 shares 3,579 $203K 0.01% -383 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,413 shares; 2025Q1: 400 shares; 2025Q2: 710 shares; 2025Q3: 757 shares; 2025Q4: 1,005 shares; 2026Q1: 1,542 shares 1,542 $203K 0.01% +537 Timeline SOXL 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: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 3,695 shares; 2025Q4: 7,061 shares; 2026Q1: 4,219 shares 4,219 $202K 0.01% -2,842 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 425 shares; 2025Q1: 441 shares; 2025Q2: 349 shares; 2025Q3: 270 shares; 2025Q4: 806 shares; 2026Q1: 2,473 shares 2,473 $202K 0.01% +1,667 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 578 shares; 2025Q1: 8,194 shares; 2025Q2: 7,413 shares; 2025Q3: 7,418 shares; 2025Q4: 6,988 shares; 2026Q1: 9,805 shares 9,805 $202K 0.01% +2,817 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,360 shares; 2025Q1: 1,974 shares; 2025Q2: 5,279 shares; 2025Q3: 5,928 shares; 2025Q4: 6,616 shares; 2026Q1: 4,108 shares 4,108 $200K 0.01% -2,508 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,075 shares; 2026Q1: 3,088 shares 3,088 $199K 0.01% +13 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 9,782 shares; 2025Q1: 10,504 shares; 2025Q2: 13,436 shares; 2025Q3: 13,444 shares; 2025Q4: 13,399 shares; 2026Q1: 13,249 shares 13,249 $199K 0.01% -150 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 8,167 shares; 2025Q3: 9,255 shares; 2025Q4: 9,255 shares; 2026Q1: 7,390 shares 7,390 $199K 0.01% -1,865 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: 2,259 shares; 2024Q4: 2,408 shares; 2025Q1: 3,071 shares; 2025Q2: 4,057 shares; 2025Q3: 3,990 shares; 2025Q4: 3,148 shares; 2026Q1: 3,517 shares 3,517 $198K 0.01% +369 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,476 shares; 2025Q1: 2,954 shares; 2025Q2: 3,438 shares; 2025Q3: 4,321 shares; 2025Q4: 4,264 shares; 2026Q1: 4,586 shares 4,586 $198K 0.01% +322 Timeline GDXJ 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: 839 shares; 2024Q4: 848 shares; 2025Q1: 1,685 shares; 2025Q2: 1,643 shares; 2025Q3: 1,633 shares; 2025Q4: 1,663 shares; 2026Q1: 1,639 shares 1,639 $197K 0.01% -24 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 885 shares; 2025Q1: 238 shares; 2025Q2: 616 shares; 2025Q3: 1,701 shares; 2025Q4: 1,668 shares; 2026Q1: 1,511 shares 1,511 $196K 0.01% -157 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 378 shares; 2025Q1: 1,168 shares; 2025Q2: 829 shares; 2025Q3: 820 shares; 2025Q4: 2,963 shares; 2026Q1: 2,679 shares 2,679 $196K 0.01% -284 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 57 shares; 2025Q1: 72 shares; 2025Q2: 78 shares; 2025Q3: 112 shares; 2025Q4: 56 shares; 2026Q1: 58 shares 58 $196K 0.01% +2 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 125 shares; 2025Q2: 117 shares; 2025Q3: 101 shares; 2025Q4: 166 shares; 2026Q1: 169 shares 169 $196K 0.01% +3 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 7,390 shares; 2025Q1: 6,922 shares; 2025Q2: 7,411 shares; 2025Q3: 5,771 shares; 2025Q4: 7,840 shares; 2026Q1: 8,628 shares 8,628 $195K 0.01% +788 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: 608 shares; 2024Q4: 656 shares; 2025Q1: 1,585 shares; 2025Q2: 4,746 shares; 2025Q3: 2,758 shares; 2025Q4: 3,316 shares; 2026Q1: 3,157 shares 3,157 $195K 0.01% -159 Timeline AMLP 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: 5,637 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 12,602 shares; 2025Q4: 3,973 shares; 2026Q1: 3,700 shares 3,700 $195K 0.01% -273 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,943 shares; 2025Q1: 1,013 shares; 2025Q2: 808 shares; 2025Q3: 661 shares; 2025Q4: 597 shares; 2026Q1: 715 shares 715 $194K 0.01% +118 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: 4,502 shares; 2024Q4: 5,474 shares; 2025Q1: 1,250 shares; 2025Q2: 1,284 shares; 2025Q3: 1,347 shares; 2025Q4: 1,685 shares; 2026Q1: 1,914 shares 1,914 $193K 0.01% +229 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,386 shares; 2025Q1: 1,582 shares; 2025Q2: 2,374 shares; 2025Q3: 3,094 shares; 2025Q4: 3,413 shares; 2026Q1: 3,030 shares 3,030 $193K 0.01% -383 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 327 shares; 2025Q1: 216 shares; 2025Q2: 942 shares; 2025Q3: 2,230 shares; 2025Q4: 2,420 shares; 2026Q1: 3,251 shares 3,251 $192K 0.01% +831 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 88 shares; 2025Q2: 175 shares; 2025Q3: 775 shares; 2025Q4: 677 shares; 2026Q1: 2,047 shares 2,047 $191K 0.01% +1,370 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: 1,283 shares; 2024Q4: 1,550 shares; 2025Q1: 2,907 shares; 2025Q2: 3,280 shares; 2025Q3: 3,120 shares; 2025Q4: 2,788 shares; 2026Q1: 501 shares 501 $190K 0.01% -2,287 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,367 shares; 2025Q2: 4,097 shares; 2025Q3: 4,214 shares; 2025Q4: 4,218 shares; 2026Q1: 4,433 shares 4,433 $190K 0.01% +215 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 9,789 shares; 2025Q1: 9,881 shares; 2025Q2: 9,979 shares; 2025Q3: 10,059 shares; 2025Q4: 10,156 shares; 2026Q1: 10,255 shares 10,255 $189K 0.01% +99 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 197 shares; 2025Q1: 1,052 shares; 2025Q2: 1,333 shares; 2025Q3: 873 shares; 2025Q4: 1,043 shares; 2026Q1: 1,081 shares 1,081 $187K 0.01% +38 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 8,689 shares; 2025Q1: 2,495 shares; 2025Q2: 1,684 shares; 2025Q3: 1,928 shares; 2025Q4: 1,882 shares; 2026Q1: 2,890 shares 2,890 $185K 0.01% +1,008 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 46 shares; 2025Q1: 154 shares; 2025Q2: 195 shares; 2025Q3: 49 shares; 2025Q4: 443 shares; 2026Q1: 946 shares 946 $185K 0.01% +503 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7,091 shares; 2025Q4: 1,521 shares; 2026Q1: 3,709 shares 3,709 $184K 0.01% +2,188 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 273 shares; 2025Q2: 254 shares; 2025Q3: 326 shares; 2025Q4: 477 shares; 2026Q1: 797 shares 797 $184K 0.01% +320 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 103 shares; 2025Q1: 544 shares; 2025Q2: 775 shares; 2025Q3: 2,457 shares; 2025Q4: 2,007 shares; 2026Q1: 1,633 shares 1,633 $183K 0.01% -374 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: 3,751 shares; 2026Q1: 3,457 shares 3,457 $183K 0.01% -294 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 164 shares; 2025Q1: 315 shares; 2025Q2: 574 shares; 2025Q3: 1,409 shares; 2025Q4: 1,755 shares; 2026Q1: 924 shares 924 $182K 0.01% -831 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,112 shares; 2025Q1: 1,370 shares; 2025Q2: 1,396 shares; 2025Q3: 1,581 shares; 2025Q4: 1,741 shares; 2026Q1: 1,982 shares 1,982 $182K 0.01% +241 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 184 shares; 2025Q1: 187 shares; 2025Q2: 212 shares; 2025Q3: 337 shares; 2025Q4: 336 shares; 2026Q1: 1,552 shares 1,552 $182K 0.01% +1,216 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 683 shares; 2025Q1: 782 shares; 2025Q2: 826 shares; 2025Q3: 997 shares; 2025Q4: 1,108 shares; 2026Q1: 1,346 shares 1,346 $181K 0.01% +238 Timeline SPMO 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: 1,471 shares; 2025Q3: 1,424 shares; 2025Q4: 1,434 shares; 2026Q1: 1,608 shares 1,608 $180K 0.01% +174 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,027 shares; 2025Q2: 1,005 shares; 2025Q3: 1,022 shares; 2025Q4: 1,040 shares; 2026Q1: 876 shares 876 $180K 0.01% -164 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 521 shares; 2025Q1: 309 shares; 2025Q2: 897 shares; 2025Q3: 974 shares; 2025Q4: 1,001 shares; 2026Q1: 1,044 shares 1,044 $180K 0.01% +43 Timeline WDIV 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: 2,305 shares; 2024Q4: 2,322 shares; 2025Q1: 2,147 shares; 2025Q2: 2,176 shares; 2025Q3: 2,301 shares; 2025Q4: 2,317 shares; 2026Q1: 2,326 shares 2,326 $179K 0.01% +9 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,518 shares; 2025Q1: 1,505 shares; 2025Q2: 1,540 shares; 2025Q3: 2,014 shares; 2025Q4: 1,940 shares; 2026Q1: 2,212 shares 2,212 $179K 0.01% +272 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,895 shares; 2025Q1: 1,877 shares; 2025Q2: 1,123 shares; 2025Q3: 2,280 shares; 2025Q4: 2,036 shares; 2026Q1: 2,963 shares 2,963 $178K 0.01% +927 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 5,832 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares; 2025Q4: 7,097 shares; 2026Q1: 10,373 shares 10,373 $177K 0.01% +3,276 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 632 shares; 2025Q1: 1,238 shares; 2025Q2: 737 shares; 2025Q3: 904 shares; 2025Q4: 1,026 shares; 2026Q1: 2,607 shares 2,607 $177K 0.01% +1,581 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,155 shares; 2025Q1: 4,153 shares; 2025Q2: 2,473 shares; 2025Q3: 2,420 shares; 2025Q4: 2,439 shares; 2026Q1: 2,609 shares 2,609 $177K 0.01% +170 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,339 shares; 2026Q1: 2,339 shares 2,339 $177K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 248 shares; 2025Q1: 439 shares; 2025Q2: 509 shares; 2025Q3: 651 shares; 2025Q4: 679 shares; 2026Q1: 694 shares 694 $177K 0.01% +15 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 6,033 shares; 2025Q1: 6,027 shares; 2025Q2: 6,050 shares; 2025Q3: 6,303 shares; 2025Q4: 6,300 shares; 2026Q1: 6,376 shares 6,376 $175K 0.01% +76 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: 310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 3,561 shares; 2025Q4: 3,200 shares; 2026Q1: 3,205 shares 3,205 $175K 0.01% +5 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 1,619 shares; 2025Q1: 1,620 shares; 2025Q2: 1,139 shares; 2025Q3: 1,253 shares; 2025Q4: 1,221 shares; 2026Q1: 1,204 shares 1,204 $174K 0.01% -17 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: 190 shares; 2024Q4: 241 shares; 2025Q1: 287 shares; 2025Q2: 1,036 shares; 2025Q3: 452 shares; 2025Q4: 406 shares; 2026Q1: 749 shares 749 $174K 0.01% +343 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 10,720 shares; 2025Q1: 10,202 shares; 2025Q2: 8,777 shares; 2025Q3: 7,918 shares; 2025Q4: 5,058 shares; 2026Q1: 2,711 shares 2,711 $173K 0.01% -2,347 Timeline XJH 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: 2,199 shares; 2024Q4: 2,270 shares; 2025Q1: 2,515 shares; 2025Q2: 2,540 shares; 2025Q3: 2,542 shares; 2025Q4: 3,806 shares; 2026Q1: 3,818 shares 3,818 $173K 0.01% +12 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 136 shares; 2025Q2: 521 shares; 2025Q3: 341 shares; 2025Q4: 523 shares; 2026Q1: 921 shares 921 $172K 0.01% +398 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY 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: 762 shares; 2025Q3: 1,385 shares; 2025Q4: 1,176 shares; 2026Q1: 2,938 shares 2,938 $172K 0.01% +1,762 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 593 shares; 2025Q1: 852 shares; 2025Q2: 546 shares; 2025Q3: 732 shares; 2025Q4: 1,000 shares; 2026Q1: 1,012 shares 1,012 $171K 0.01% +12 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,082 shares; 2025Q4: 10,215 shares; 2026Q1: 10,730 shares 10,730 $171K 0.01% +515 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,250 shares; 2025Q1: 7,754 shares; 2025Q2: 5,163 shares; 2025Q3: 5,237 shares; 2025Q4: 4,455 shares; 2026Q1: 3,775 shares 3,775 $170K 0.01% -680 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 1,831 shares; 2025Q4: 2,211 shares; 2026Q1: 11,247 shares 11,247 $168K 0.01% +9,036 Timeline SPUU 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: 991 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 995 shares; 2025Q3: 999 shares; 2025Q4: 1,010 shares; 2026Q1: 1,012 shares 1,012 $167K 0.01% +2 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 289 shares; 2025Q1: 407 shares; 2025Q2: 822 shares; 2025Q3: 993 shares; 2025Q4: 965 shares; 2026Q1: 1,311 shares 1,311 $166K 0.01% +346 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,151 shares; 2025Q1: 910 shares; 2025Q2: 960 shares; 2025Q3: 1,199 shares; 2025Q4: 1,287 shares; 2026Q1: 1,772 shares 1,772 $166K 0.01% +485 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 11 shares; 2025Q3: 73 shares; 2025Q4: 13,839 shares; 2026Q1: 13,992 shares 13,992 $166K 0.01% +153 Timeline FDRR 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,530 shares; 2025Q4: 2,766 shares; 2026Q1: 2,814 shares 2,814 $165K 0.01% +48 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: 1,198 shares; 2024Q4: 1,195 shares; 2025Q1: 2,714 shares; 2025Q2: 2,022 shares; 2025Q3: 11,195 shares; 2025Q4: 10,182 shares; 2026Q1: 10,393 shares 10,393 $165K 0.01% +211 Timeline ESML 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: 2,514 shares; 2024Q4: 2,823 shares; 2025Q1: 2,825 shares; 2025Q2: 3,055 shares; 2025Q3: 2,724 shares; 2025Q4: 4,675 shares; 2026Q1: 3,495 shares 3,495 $164K 0.01% -1,180 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: 2,518 shares; 2024Q4: 2,716 shares; 2025Q1: 3,920 shares; 2025Q2: 3,815 shares; 2025Q3: 1,443 shares; 2025Q4: 1,305 shares; 2026Q1: 2,087 shares 2,087 $164K 0.01% +782 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,864 shares; 2024Q4: 10,214 shares; 2025Q1: 9,235 shares; 2025Q2: 8,033 shares; 2025Q3: 5,993 shares; 2025Q4: 4,715 shares; 2026Q1: 1,472 shares 1,472 $164K 0.01% -3,243 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 5,064 shares; 2025Q1: 4,318 shares; 2025Q2: 25,222 shares; 2025Q3: 5,323 shares; 2025Q4: 2,831 shares; 2026Q1: 3,852 shares 3,852 $163K 0.01% +1,021 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,063 shares; 2025Q1: 1,314 shares; 2025Q2: 1,765 shares; 2025Q3: 2,854 shares; 2025Q4: 2,919 shares; 2026Q1: 2,926 shares 2,926 $163K 0.01% +7 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 537 shares; 2025Q1: 139 shares; 2025Q2: 111 shares; 2025Q3: 81 shares; 2025Q4: 100 shares; 2026Q1: 545 shares 545 $162K 0.01% +445 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,774 shares; 2025Q3: 5,089 shares; 2025Q4: 5,063 shares; 2026Q1: 6,565 shares 6,565 $162K 0.01% +1,502 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 163 shares; 2025Q1: 81 shares; 2025Q2: 517 shares; 2025Q3: 638 shares; 2025Q4: 675 shares; 2026Q1: 881 shares 881 $162K 0.01% +206 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 10,025 shares; 2025Q1: 4,358 shares; 2025Q2: 5,326 shares; 2025Q3: 5,096 shares; 2025Q4: 4,861 shares; 2026Q1: 3,479 shares 3,479 $161K 0.01% -1,382 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: 802 shares; 2024Q4: 904 shares; 2025Q1: 797 shares; 2025Q2: 583 shares; 2025Q3: 616 shares; 2025Q4: 215 shares; 2026Q1: 455 shares 455 $161K 0.01% +240 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,970 shares; 2025Q1: 3,798 shares; 2025Q2: 3,809 shares; 2025Q3: 3,669 shares; 2025Q4: 3,678 shares; 2026Q1: 3,687 shares 3,687 $161K 0.01% +9 Timeline DDLS 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $161K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 701 shares; 2025Q2: 3,502 shares; 2025Q3: 3,907 shares; 2025Q4: 4,732 shares; 2026Q1: 1,773 shares 1,773 $161K 0.01% -2,959 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 475 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 677 shares; 2025Q4: 679 shares; 2026Q1: 680 shares 680 $161K 0.01% +1 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 116 shares; 2025Q1: 128 shares; 2025Q2: 124 shares; 2025Q3: 101 shares; 2025Q4: 108 shares; 2026Q1: 147 shares 147 $160K 0.01% +39 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 2,263 shares 2,263 $160K 0.01% +278 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: 831 shares; 2024Q4: 980 shares; 2025Q1: 1,699 shares; 2025Q2: 1,988 shares; 2025Q3: 2,040 shares; 2025Q4: 1,156 shares; 2026Q1: 1,141 shares 1,141 $160K 0.01% -15 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 22 shares; 2025Q1: 163 shares; 2025Q2: 135 shares; 2025Q3: 149 shares; 2025Q4: 754 shares; 2026Q1: 1,429 shares 1,429 $159K 0.01% +675 Timeline TDIV 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: 4,570 shares; 2024Q4: 2,845 shares; 2025Q1: 1,250 shares; 2025Q2: 1,253 shares; 2025Q3: 1,063 shares; 2025Q4: 1,142 shares; 2026Q1: 1,697 shares 1,697 $159K 0.01% +555 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 5,078 shares; 2026Q1: 5,087 shares 5,087 $158K 0.01% +9 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: 24 shares; 2024Q4: 720 shares; 2025Q1: 794 shares; 2025Q2: 1,701 shares; 2025Q3: 2,246 shares; 2025Q4: 1,906 shares; 2026Q1: 2,029 shares 2,029 $157K 0.01% +123 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: 123 shares; 2024Q4: 224 shares; 2025Q1: 276 shares; 2025Q2: 320 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 577 shares 577 $157K 0.01% +99 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 6,216 shares; 2025Q3: 14,389 shares; 2025Q4: 14,030 shares; 2026Q1: 16,294 shares 16,294 $156K 0.01% +2,264 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 615 shares 615 $156K 0.01% +25 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 521 shares; 2025Q3: 1,276 shares; 2025Q4: 1,313 shares; 2026Q1: 1,690 shares 1,690 $156K <0.01% +377 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,133 shares; 2025Q3: 2,950 shares; 2025Q4: 2,384 shares; 2026Q1: 1,166 shares 1,166 $155K <0.01% -1,218 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 1,206 shares; 2025Q1: 40 shares; 2025Q2: 484 shares; 2025Q3: 738 shares; 2025Q4: 942 shares; 2026Q1: 955 shares 955 $154K <0.01% +13 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 252 shares; 2025Q1: 736 shares; 2025Q2: 791 shares; 2025Q3: 901 shares; 2025Q4: 862 shares; 2026Q1: 1,023 shares 1,023 $154K <0.01% +161 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 1,630 shares; 2025Q3: 1,147 shares; 2025Q4: 1,282 shares; 2026Q1: 1,400 shares 1,400 $154K <0.01% +118 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,453 shares 5,453 $153K <0.01% new Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 4,183 shares; 2025Q4: 4,195 shares; 2026Q1: 4,195 shares 4,195 $153K <0.01% 0 Timeline VTWO 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: 1,913 shares; 2024Q4: 1,574 shares; 2025Q1: 1,697 shares; 2025Q2: 1,715 shares; 2025Q3: 1,891 shares; 2025Q4: 1,913 shares; 2026Q1: 1,519 shares 1,519 $152K <0.01% -394 Timeline OEF 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 233 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 467 shares; 2026Q1: 476 shares 476 $151K <0.01% +9 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 133 shares; 2025Q1: 429 shares; 2025Q2: 837 shares; 2025Q3: 1,294 shares; 2025Q4: 1,483 shares; 2026Q1: 1,955 shares 1,955 $151K <0.01% +472 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 237 shares; 2025Q4: 899 shares; 2026Q1: 1,554 shares 1,554 $151K <0.01% +655 Timeline IEF 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: 1,636 shares; 2024Q4: 3,298 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,906 shares; 2025Q4: 1,852 shares; 2026Q1: 1,581 shares 1,581 $151K <0.01% -271 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 7,690 shares; 2025Q1: 8,514 shares; 2025Q2: 8,667 shares; 2025Q3: 8,817 shares; 2025Q4: 7,058 shares; 2026Q1: 7,172 shares 7,172 $151K <0.01% +114 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 237 shares; 2025Q1: 366 shares; 2025Q2: 1,443 shares; 2025Q3: 1,489 shares; 2025Q4: 1,530 shares; 2026Q1: 1,602 shares 1,602 $151K <0.01% +72 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $150K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 3,345 shares; 2025Q1: 3,442 shares; 2025Q2: 4,564 shares; 2025Q3: 3,361 shares; 2025Q4: 3,300 shares; 2026Q1: 4,275 shares 4,275 $150K <0.01% +975 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 384 shares; 2025Q1: 749 shares; 2025Q2: 560 shares; 2025Q3: 554 shares; 2025Q4: 679 shares; 2026Q1: 719 shares 719 $150K <0.01% +40 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 4,425 shares 4,425 $150K <0.01% +1,350 Timeline LMBS 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: 5,341 shares; 2024Q4: 5,199 shares; 2025Q1: 4,935 shares; 2025Q2: 4,007 shares; 2025Q3: 3,434 shares; 2025Q4: 2,843 shares; 2026Q1: 3,000 shares 3,000 $149K <0.01% +157 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,554 shares; 2025Q1: 5,227 shares; 2025Q2: 4,698 shares; 2025Q3: 4,701 shares; 2025Q4: 3,240 shares; 2026Q1: 2,220 shares 2,220 $148K <0.01% -1,020 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 6,742 shares; 2025Q1: 7,214 shares; 2025Q2: 6,644 shares; 2025Q3: 7,771 shares; 2025Q4: 7,273 shares; 2026Q1: 7,670 shares 7,670 $147K <0.01% +397 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,196 shares; 2025Q1: 1,211 shares; 2025Q2: 1,214 shares; 2025Q3: 1,405 shares; 2025Q4: 1,472 shares; 2026Q1: 1,479 shares 1,479 $147K <0.01% +7 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 78 shares; 2025Q1: 90 shares; 2025Q2: 646 shares; 2025Q3: 274 shares; 2025Q4: 565 shares; 2026Q1: 1,012 shares 1,012 $146K <0.01% +447 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 804 shares; 2025Q1: 2,485 shares; 2025Q2: 3,276 shares; 2025Q3: 590 shares; 2025Q4: 303 shares; 2026Q1: 812 shares 812 $146K <0.01% +509 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 116 shares; 2025Q1: 293 shares; 2025Q2: 303 shares; 2025Q3: 778 shares; 2025Q4: 833 shares; 2026Q1: 1,065 shares 1,065 $145K <0.01% +232 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,531 shares; 2025Q1: 4,213 shares; 2025Q2: 4,969 shares; 2025Q3: 3,011 shares; 2025Q4: 3,260 shares; 2026Q1: 3,262 shares 3,262 $145K <0.01% +2 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 33 shares; 2025Q3: 82 shares; 2025Q4: 119 shares; 2026Q1: 266 shares 266 $144K <0.01% +147 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 425 shares; 2025Q3: 555 shares; 2025Q4: 882 shares; 2026Q1: 689 shares 689 $144K <0.01% -193 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 5,468 shares; 2025Q2: 5,444 shares; 2025Q3: 7,823 shares; 2025Q4: 7,000 shares; 2026Q1: 7,759 shares 7,759 $144K <0.01% +759 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: 1,147 shares; 2024Q4: 1,161 shares; 2025Q1: 1,584 shares; 2025Q2: 1,109 shares; 2025Q3: 1,160 shares; 2025Q4: 1,123 shares; 2026Q1: 1,146 shares 1,146 $143K <0.01% +23 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 183 shares; 2025Q3: 57 shares; 2025Q4: 1,158 shares; 2026Q1: 1,852 shares 1,852 $143K <0.01% +694 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 964 shares; 2025Q2: 1,146 shares; 2025Q3: 1,553 shares; 2025Q4: 2,566 shares; 2026Q1: 2,059 shares 2,059 $143K <0.01% -507 Timeline FIW 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: 1,187 shares; 2024Q4: 1,246 shares; 2025Q1: 1,359 shares; 2025Q2: 1,361 shares; 2025Q3: 1,363 shares; 2025Q4: 1,367 shares; 2026Q1: 1,377 shares 1,377 $142K <0.01% +10 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 176 shares; 2025Q4: 633 shares; 2026Q1: 1,409 shares 1,409 $142K <0.01% +776 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: 370 shares; 2024Q4: 612 shares; 2025Q1: 989 shares; 2025Q2: 1,535 shares; 2025Q3: 1,631 shares; 2025Q4: 1,489 shares; 2026Q1: 1,664 shares 1,664 $141K <0.01% +175 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: 2,035 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,615 shares; 2025Q4: 2,465 shares; 2026Q1: 3,665 shares 3,665 $141K <0.01% +1,200 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 3,777 shares; 2025Q1: 2,401 shares; 2025Q2: 4,737 shares; 2025Q3: 11,632 shares; 2025Q4: 5,074 shares; 2026Q1: 8,934 shares 8,934 $140K <0.01% +3,860 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,926 shares; 2025Q1: 2,943 shares; 2025Q2: 2,989 shares; 2025Q3: 3,018 shares; 2025Q4: 3,064 shares; 2026Q1: 3,078 shares 3,078 $140K <0.01% +14 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: 969 shares; 2024Q4: 1,021 shares; 2025Q1: 1,558 shares; 2025Q2: 2,004 shares; 2025Q3: 5,412 shares; 2025Q4: 3,388 shares; 2026Q1: 6,234 shares 6,234 $140K <0.01% +2,846 Timeline VEU 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: 1,709 shares; 2024Q4: 2,536 shares; 2025Q1: 3,757 shares; 2025Q2: 3,671 shares; 2025Q3: 2,072 shares; 2025Q4: 2,106 shares; 2026Q1: 1,862 shares 1,862 $140K <0.01% -244 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 380 shares; 2025Q1: 497 shares; 2025Q2: 644 shares; 2025Q3: 593 shares; 2025Q4: 270 shares; 2026Q1: 483 shares 483 $140K <0.01% +213 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,863 shares; 2025Q1: 6,641 shares; 2025Q2: 10,122 shares; 2025Q3: 11,578 shares; 2025Q4: 12,077 shares; 2026Q1: 19,171 shares 19,171 $140K <0.01% +7,094 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,351 shares; 2025Q1: 2,369 shares; 2025Q2: 1,805 shares; 2025Q3: 1,769 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares 1,774 $140K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 679 shares; 2025Q1: 2,375 shares; 2025Q2: 1,376 shares; 2025Q3: 1,365 shares; 2025Q4: 1,417 shares; 2026Q1: 3,857 shares 3,857 $139K <0.01% +2,440 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 961 shares; 2025Q1: 1,419 shares; 2025Q2: 3,670 shares; 2025Q3: 2,465 shares; 2025Q4: 1,828 shares; 2026Q1: 6,697 shares 6,697 $139K <0.01% +4,869 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 49 shares; 2025Q4: 44 shares; 2026Q1: 341 shares 341 $139K <0.01% +297 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 1,006 shares; 2025Q1: 1,008 shares; 2025Q2: 3,809 shares; 2025Q3: 994 shares; 2025Q4: 5,235 shares; 2026Q1: 5,450 shares 5,450 $139K <0.01% +215 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 1,310 shares; 2025Q2: 1,305 shares; 2025Q3: 1,334 shares; 2025Q4: 1,448 shares; 2026Q1: 1,126 shares 1,126 $139K <0.01% -322 Timeline AIVI 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: 2,948 shares; 2024Q4: 2,777 shares; 2025Q1: 2,773 shares; 2025Q2: 2,747 shares; 2025Q3: 2,676 shares; 2025Q4: 2,627 shares; 2026Q1: 2,555 shares 2,555 $138K <0.01% -72 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,329 shares; 2025Q4: 3,329 shares; 2026Q1: 2,886 shares 2,886 $138K <0.01% -443 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: 51 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 26 shares; 2025Q3: 142 shares; 2025Q4: 44 shares; 2026Q1: 100 shares 100 $138K <0.01% +56 Timeline VOE 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: 1,195 shares; 2024Q4: 1,007 shares; 2025Q1: 1,012 shares; 2025Q2: 953 shares; 2025Q3: 912 shares; 2025Q4: 908 shares; 2026Q1: 740 shares 740 $136K <0.01% -168 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 173 shares; 2025Q1: 639 shares; 2025Q2: 2,019 shares; 2025Q3: 2,052 shares; 2025Q4: 2,026 shares; 2026Q1: 1,968 shares 1,968 $136K <0.01% -58 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 327 shares; 2025Q1: 396 shares; 2025Q2: 701 shares; 2025Q3: 778 shares; 2025Q4: 927 shares; 2026Q1: 1,004 shares 1,004 $136K <0.01% +77 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 30 shares; 2025Q1: 308 shares; 2025Q2: 253 shares; 2025Q3: 268 shares; 2025Q4: 450 shares; 2026Q1: 605 shares 605 $136K <0.01% +155 Timeline BOND 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: 1,794 shares; 2024Q4: 1,592 shares; 2025Q1: 1,598 shares; 2025Q2: 1,605 shares; 2025Q3: 1,612 shares; 2025Q4: 1,501 shares; 2026Q1: 1,471 shares 1,471 $136K <0.01% -30 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 91 shares; 2025Q1: 337 shares; 2025Q2: 513 shares; 2025Q3: 83 shares; 2025Q4: 224 shares; 2026Q1: 715 shares 715 $136K <0.01% +491 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 184 shares; 2025Q1: 415 shares; 2025Q2: 965 shares; 2025Q3: 964 shares; 2025Q4: 3,039 shares; 2026Q1: 2,540 shares 2,540 $136K <0.01% -499 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 211 shares; 2025Q1: 260 shares; 2025Q2: 230 shares; 2025Q3: 1,663 shares; 2025Q4: 1,545 shares; 2026Q1: 945 shares 945 $135K <0.01% -600 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,420 shares; 2025Q2: 2,447 shares; 2025Q3: 61 shares; 2025Q4: 49 shares; 2026Q1: 691 shares 691 $135K <0.01% +642 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 5,127 shares; 2025Q3: 2,607 shares; 2025Q4: 2,539 shares; 2026Q1: 2,011 shares 2,011 $135K <0.01% -528 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 899 shares; 2025Q2: 495 shares; 2025Q3: 4,863 shares; 2025Q4: 4,617 shares; 2026Q1: 5,175 shares 5,175 $135K <0.01% +558 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 914 shares; 2025Q3: 2,480 shares; 2025Q4: 1,970 shares; 2026Q1: 1,907 shares 1,907 $134K <0.01% -63 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: 3,042 shares; 2024Q4: 3,389 shares; 2025Q1: 3,992 shares; 2025Q2: 4,579 shares; 2025Q3: 3,392 shares; 2025Q4: 1,618 shares; 2026Q1: 3,646 shares 3,646 $134K <0.01% +2,028 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 192 shares; 2025Q1: 428 shares; 2025Q2: 713 shares; 2025Q3: 1,050 shares; 2025Q4: 1,309 shares; 2026Q1: 1,436 shares 1,436 $134K <0.01% +127 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 997 shares 997 $134K <0.01% +5 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 51 shares; 2025Q2: 53 shares; 2025Q3: 87 shares; 2025Q4: 188 shares; 2026Q1: 1,024 shares 1,024 $133K <0.01% +836 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 1,459 shares 1,459 $133K <0.01% +276 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 100 shares; 2025Q4: 480 shares; 2026Q1: 7,060 shares 7,060 $133K <0.01% +6,580 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: 256 shares; 2024Q4: 678 shares; 2025Q1: 1,281 shares; 2025Q2: 1,392 shares; 2025Q3: 1,547 shares; 2025Q4: 1,815 shares; 2026Q1: 2,030 shares 2,030 $132K <0.01% +215 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 127 shares; 2025Q1: 184 shares; 2025Q2: 262 shares; 2025Q3: 189 shares; 2025Q4: 3,226 shares; 2026Q1: 3,628 shares 3,628 $132K <0.01% +402 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,036 shares 3,036 $132K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 321 shares; 2025Q1: 694 shares; 2025Q2: 217 shares; 2025Q3: 5,273 shares; 2025Q4: 6,078 shares; 2026Q1: 4,568 shares 4,568 $132K <0.01% -1,510 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: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $131K <0.01% 0 Timeline LDSF 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: 18,620 shares; 2024Q4: 14,192 shares; 2025Q1: 13,907 shares; 2025Q2: 11,440 shares; 2025Q3: 8,985 shares; 2025Q4: 8,755 shares; 2026Q1: 6,838 shares 6,838 $129K <0.01% -1,917 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,200 shares; 2025Q1: 1,207 shares; 2025Q2: 1,200 shares; 2025Q3: 1,215 shares; 2025Q4: 1,236 shares; 2026Q1: 1,439 shares 1,439 $129K <0.01% +203 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 21 shares; 2025Q1: 43 shares; 2025Q2: 49 shares; 2025Q3: 44 shares; 2025Q4: 61 shares; 2026Q1: 67 shares 67 $128K <0.01% +6 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 330 shares; 2025Q2: 593 shares; 2025Q3: 784 shares; 2025Q4: 2,378 shares; 2026Q1: 3,150 shares 3,150 $127K <0.01% +772 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 4,398 shares; 2025Q1: 4,402 shares; 2025Q2: 5,221 shares; 2025Q3: 5,153 shares; 2025Q4: 5,109 shares; 2026Q1: 5,234 shares 5,234 $127K <0.01% +125 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 475 shares; 2025Q1: 2,327 shares; 2025Q2: 1,884 shares; 2025Q3: 1,576 shares; 2025Q4: 1,494 shares; 2026Q1: 2,022 shares 2,022 $127K <0.01% +528 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 32 shares; 2025Q2: 222 shares; 2025Q3: 69 shares; 2025Q4: 30 shares; 2026Q1: 1,075 shares 1,075 $127K <0.01% +1,045 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares; 2025Q4: 5,514 shares; 2026Q1: 5,514 shares 5,514 $127K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 5,419 shares; 2026Q1: 5,419 shares 5,419 $127K <0.01% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 5,812 shares; 2025Q3: 5,812 shares; 2025Q4: 5,812 shares; 2026Q1: 5,812 shares 5,812 $127K <0.01% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares 5,349 $127K <0.01% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 6,055 shares; 2026Q1: 6,055 shares 6,055 $126K <0.01% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,086 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares 5,086 $126K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 246 shares; 2025Q1: 304 shares; 2025Q2: 482 shares; 2025Q3: 570 shares; 2025Q4: 577 shares; 2026Q1: 885 shares 885 $126K <0.01% +308 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,800 shares; 2026Q1: 7,080 shares 7,080 $126K <0.01% +280 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares 5,337 $126K <0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 2,741 shares; 2025Q4: 7,345 shares; 2026Q1: 8,479 shares 8,479 $126K <0.01% +1,134 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares; 2026Q1: 4,922 shares 4,922 $125K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 714 shares; 2025Q3: 298 shares; 2025Q4: 3,166 shares; 2026Q1: 3,141 shares 3,141 $125K <0.01% -25 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,179 shares; 2025Q1: 3,182 shares; 2025Q2: 3,187 shares; 2025Q3: 3,191 shares; 2025Q4: 4,016 shares; 2026Q1: 2,691 shares 2,691 $125K <0.01% -1,325 Timeline SCIO 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: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 6,050 shares 6,050 $125K <0.01% +2,400 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,303 shares; 2025Q2: 2,493 shares; 2025Q3: 2,297 shares; 2025Q4: 1,632 shares; 2026Q1: 1,178 shares 1,178 $125K <0.01% -454 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 6 shares; 2026Q1: 3,939 shares 3,939 $124K <0.01% +3,933 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,291 shares; 2025Q1: 1,091 shares; 2025Q2: 1,271 shares; 2025Q3: 3,810 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $123K <0.01% 0 Timeline FBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 2,810 shares; 2026Q1: 5,353 shares 5,353 $123K <0.01% +2,543 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 114 shares; 2025Q3: 894 shares; 2025Q4: 2,364 shares; 2026Q1: 5,786 shares 5,786 $123K <0.01% +3,422 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,775 shares; 2025Q3: 10,725 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares 10,575 $123K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,116 shares; 2025Q1: 933 shares; 2025Q2: 4,015 shares; 2025Q3: 1,759 shares; 2025Q4: 11,297 shares; 2026Q1: 12,224 shares 12,224 $122K <0.01% +927 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: 2,028 shares; 2024Q4: 8,317 shares; 2025Q1: 7,742 shares; 2025Q2: 10,355 shares; 2025Q3: 9,150 shares; 2025Q4: 8,794 shares; 2026Q1: 5,694 shares 5,694 $122K <0.01% -3,100 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 99 shares; 2025Q2: 719 shares; 2025Q3: 214 shares; 2025Q4: 317 shares; 2026Q1: 965 shares 965 $122K <0.01% +648 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 1,264 shares; 2025Q1: 1,663 shares; 2025Q2: 1,930 shares; 2025Q3: 2,415 shares; 2025Q4: 2,923 shares; 2026Q1: 3,193 shares 3,193 $122K <0.01% +270 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 569 shares; 2025Q1: 677 shares; 2025Q2: 636 shares; 2025Q3: 631 shares; 2025Q4: 633 shares; 2026Q1: 704 shares 704 $122K <0.01% +71 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares 4,570 $121K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 855 shares; 2025Q1: 640 shares; 2025Q2: 1,593 shares; 2025Q3: 2,057 shares; 2025Q4: 2,580 shares; 2026Q1: 2,191 shares 2,191 $121K <0.01% -389 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 225 shares; 2025Q1: 332 shares; 2025Q2: 338 shares; 2025Q3: 382 shares; 2025Q4: 695 shares; 2026Q1: 1,205 shares 1,205 $121K <0.01% +510 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,414 shares; 2025Q1: 3,490 shares; 2025Q2: 3,605 shares; 2025Q3: 3,463 shares; 2025Q4: 3,248 shares; 2026Q1: 3,226 shares 3,226 $121K <0.01% -22 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,215 shares; 2025Q2: 5,915 shares; 2025Q3: 5,225 shares; 2025Q4: 5,250 shares; 2026Q1: 4,410 shares 4,410 $120K <0.01% -840 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL 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: 4,080 shares; 2026Q1: 4,080 shares 4,080 $120K <0.01% 0 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: 675 shares; 2024Q4: 578 shares; 2025Q1: 682 shares; 2025Q2: 1,514 shares; 2025Q3: 969 shares; 2025Q4: 1,101 shares; 2026Q1: 1,330 shares 1,330 $120K <0.01% +229 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,040 shares; 2025Q1: 1,042 shares; 2025Q2: 1,044 shares; 2025Q3: 1,016 shares; 2025Q4: 928 shares; 2026Q1: 930 shares 930 $119K <0.01% +2 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 67 shares; 2025Q2: 364 shares; 2025Q3: 1,852 shares; 2025Q4: 1,833 shares; 2026Q1: 1,806 shares 1,806 $119K <0.01% -27 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 236 shares; 2025Q1: 389 shares; 2025Q2: 570 shares; 2025Q3: 517 shares; 2025Q4: 605 shares; 2026Q1: 538 shares 538 $119K <0.01% -67 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,892 shares; 2025Q1: 4,682 shares; 2025Q2: 6,570 shares; 2025Q3: 6,830 shares; 2025Q4: 3,935 shares; 2026Q1: 2,537 shares 2,537 $119K <0.01% -1,398 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 2,553 shares; 2025Q4: 3,842 shares; 2026Q1: 3,884 shares 3,884 $119K <0.01% +42 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: 106 shares; 2024Q4: 49 shares; 2025Q1: 135 shares; 2025Q2: 976 shares; 2025Q3: 380 shares; 2025Q4: 440 shares; 2026Q1: 940 shares 940 $118K <0.01% +500 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 3,681 shares; 2026Q1: 4,402 shares 4,402 $118K <0.01% +721 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 992 shares; 2025Q3: 369 shares; 2025Q4: not reported; 2026Q1: 4,901 shares 4,901 $118K <0.01% new Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 436 shares; 2025Q3: 26 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $118K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 196 shares; 2025Q3: 322 shares; 2025Q4: 688 shares; 2026Q1: 1,103 shares 1,103 $117K <0.01% +415 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: 1,575 shares; 2024Q4: 2,144 shares; 2025Q1: 1,533 shares; 2025Q2: 1,642 shares; 2025Q3: 1,869 shares; 2025Q4: 1,895 shares; 2026Q1: 1,817 shares 1,817 $116K <0.01% -78 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: 4,296 shares; 2024Q4: 4,291 shares; 2025Q1: 764 shares; 2025Q2: 822 shares; 2025Q3: 735 shares; 2025Q4: 772 shares; 2026Q1: 1,329 shares 1,329 $116K <0.01% +557 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 132 shares; 2025Q1: 304 shares; 2025Q2: 572 shares; 2025Q3: 562 shares; 2025Q4: 391 shares; 2026Q1: 468 shares 468 $116K <0.01% +77 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 300 shares; 2025Q1: 100 shares; 2025Q2: 245 shares; 2025Q3: 600 shares; 2025Q4: 200 shares; 2026Q1: 2,127 shares 2,127 $116K <0.01% +1,927 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 373 shares; 2025Q1: 314 shares; 2025Q2: 364 shares; 2025Q3: 438 shares; 2025Q4: 475 shares; 2026Q1: 594 shares 594 $116K <0.01% +119 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 37 shares; 2025Q2: 70 shares; 2025Q3: 65 shares; 2025Q4: 85 shares; 2026Q1: 3,081 shares 3,081 $115K <0.01% +2,996 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 810 shares; 2025Q1: 4,430 shares; 2025Q2: 3,139 shares; 2025Q3: 2,856 shares; 2025Q4: 2,699 shares; 2026Q1: 2,718 shares 2,718 $115K <0.01% +19 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 910 shares; 2025Q1: 754 shares; 2025Q2: 1,014 shares; 2025Q3: 860 shares; 2025Q4: 1,025 shares; 2026Q1: 1,193 shares 1,193 $115K <0.01% +168 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 286 shares; 2025Q3: 973 shares; 2025Q4: 1,274 shares; 2026Q1: 1,750 shares 1,750 $114K <0.01% +476 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares 4,662 $113K <0.01% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: 946 shares 946 $113K <0.01% new Timeline FLQL 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: 1,659 shares; 2026Q1: 1,659 shares 1,659 $112K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 165 shares; 2025Q1: 115 shares; 2025Q2: 387 shares; 2025Q3: 728 shares; 2025Q4: 826 shares; 2026Q1: 5,103 shares 5,103 $112K <0.01% +4,277 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 127 shares; 2025Q1: 615 shares; 2025Q2: 889 shares; 2025Q3: 615 shares; 2025Q4: 823 shares; 2026Q1: 939 shares 939 $112K <0.01% +116 Timeline PDN 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: 686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares; 2026Q1: 2,570 shares 2,570 $111K <0.01% +2 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: 245 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 83 shares; 2025Q3: 237 shares; 2025Q4: 198 shares; 2026Q1: 608 shares 608 $111K <0.01% +410 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,803 shares; 2025Q1: 1,823 shares; 2025Q2: 1,843 shares; 2025Q3: 3,493 shares; 2025Q4: 5,058 shares; 2026Q1: 4,339 shares 4,339 $111K <0.01% -719 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 1,695 shares; 2025Q1: 2,271 shares; 2025Q2: 2,293 shares; 2025Q3: 6,315 shares; 2025Q4: 6,779 shares; 2026Q1: 10,056 shares 10,056 $111K <0.01% +3,277 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 694 shares; 2025Q2: 1,030 shares; 2025Q3: 726 shares; 2025Q4: 764 shares; 2026Q1: 543 shares 543 $110K <0.01% -221 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 80 shares; 2025Q3: 155 shares; 2025Q4: 658 shares; 2026Q1: 1,453 shares 1,453 $110K <0.01% +795 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,266 shares; 2025Q1: 2,584 shares; 2025Q2: 2,478 shares; 2025Q3: 2,135 shares; 2025Q4: 1,830 shares; 2026Q1: 2,166 shares 2,166 $110K <0.01% +336 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 300 shares; 2026Q1: 4,905 shares 4,905 $110K <0.01% +4,605 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 362 shares; 2025Q1: 2,272 shares; 2025Q2: 1,886 shares; 2025Q3: 2,229 shares; 2025Q4: 1,727 shares; 2026Q1: 2,048 shares 2,048 $110K <0.01% +321 Timeline FNDB 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: 1,900 shares; 2025Q2: 2,500 shares; 2025Q3: 3,088 shares; 2025Q4: 3,659 shares; 2026Q1: 4,030 shares 4,030 $110K <0.01% +371 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 1,809 shares; 2025Q1: 2,016 shares; 2025Q2: 1,127 shares; 2025Q3: 1,067 shares; 2025Q4: 1,092 shares; 2026Q1: 1,255 shares 1,255 $109K <0.01% +163 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: not reported; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 2,709 shares 2,709 $109K <0.01% +1,558 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 360 shares; 2026Q1: 1,056 shares 1,056 $108K <0.01% +696 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 574 shares; 2025Q1: 605 shares; 2025Q2: 633 shares; 2025Q3: 1,024 shares; 2025Q4: 1,087 shares; 2026Q1: 3,039 shares 3,039 $108K <0.01% +1,952 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP 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: 29 shares; 2025Q3: 82 shares; 2025Q4: 1,108 shares; 2026Q1: 2,419 shares 2,419 $108K <0.01% +1,311 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares 2,542 $108K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 112 shares; 2025Q1: 199 shares; 2025Q2: 222 shares; 2025Q3: 300 shares; 2025Q4: 241 shares; 2026Q1: 325 shares 325 $108K <0.01% +84 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 42 shares; 2025Q2: 54 shares; 2025Q3: 171 shares; 2025Q4: 185 shares; 2026Q1: 181 shares 181 $107K <0.01% -4 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 504 shares; 2025Q1: 559 shares; 2025Q2: 616 shares; 2025Q3: 653 shares; 2025Q4: 694 shares; 2026Q1: 734 shares 734 $107K <0.01% +40 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 920 shares; 2025Q1: 1,990 shares; 2025Q2: 1,800 shares; 2025Q3: 1,738 shares; 2025Q4: 1,588 shares; 2026Q1: 1,812 shares 1,812 $107K <0.01% +224 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 80 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 444 shares; 2025Q4: 2,142 shares; 2026Q1: 3,016 shares 3,016 $107K <0.01% +874 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 808 shares; 2025Q3: 909 shares; 2025Q4: 1,021 shares; 2026Q1: 1,545 shares 1,545 $107K <0.01% +524 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 28 shares; 2025Q1: 345 shares; 2025Q2: 712 shares; 2025Q3: 419 shares; 2025Q4: 384 shares; 2026Q1: 713 shares 713 $107K <0.01% +329 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 87 shares; 2025Q1: 1,120 shares; 2025Q2: 1,230 shares; 2025Q3: 1,300 shares; 2025Q4: 2,125 shares; 2026Q1: 1,287 shares 1,287 $107K <0.01% -838 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 45 shares; 2025Q1: 212 shares; 2025Q2: 178 shares; 2025Q3: 230 shares; 2025Q4: 220 shares; 2026Q1: 198 shares 198 $106K <0.01% -22 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: 268 shares; 2024Q4: 26 shares; 2025Q1: 32 shares; 2025Q2: 109 shares; 2025Q3: 221 shares; 2025Q4: 984 shares; 2026Q1: 2,427 shares 2,427 $106K <0.01% +1,443 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 545 shares; 2025Q1: 811 shares; 2025Q2: 1,254 shares; 2025Q3: 1,518 shares; 2025Q4: 2,062 shares; 2026Q1: 2,277 shares 2,277 $106K <0.01% +215 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 896 shares; 2025Q1: 163 shares; 2025Q2: 80 shares; 2025Q3: 3,250 shares; 2025Q4: 3,056 shares; 2026Q1: 558 shares 558 $106K <0.01% -2,498 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 136 shares; 2025Q1: 63 shares; 2025Q2: 142 shares; 2025Q3: 183 shares; 2025Q4: 269 shares; 2026Q1: 499 shares 499 $106K <0.01% +230 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: 30 shares; 2024Q4: 37 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 606 shares; 2025Q4: 193 shares; 2026Q1: 201 shares 201 $105K <0.01% +8 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares; 2026Q1: 2,576 shares 2,576 $105K <0.01% +48 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,011 shares 18,011 $105K <0.01% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 118 shares; 2025Q4: 17 shares; 2026Q1: 2,133 shares 2,133 $104K <0.01% +2,116 Timeline FNGG 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: 666 shares; 2024Q4: 664 shares; 2025Q1: 304 shares; 2025Q2: 198 shares; 2025Q3: 640 shares; 2025Q4: 694 shares; 2026Q1: 681 shares 681 $104K <0.01% -13 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 313 shares; 2025Q2: 421 shares; 2025Q3: 556 shares; 2025Q4: 651 shares; 2026Q1: 1,097 shares 1,097 $104K <0.01% +446 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,569 shares; 2025Q1: 1,678 shares; 2025Q2: 2,169 shares; 2025Q3: 1,703 shares; 2025Q4: 1,869 shares; 2026Q1: 1,466 shares 1,466 $104K <0.01% -403 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 811 shares; 2025Q1: 2,300 shares; 2025Q2: 2,417 shares; 2025Q3: 1,705 shares; 2025Q4: 4,158 shares; 2026Q1: 3,916 shares 3,916 $103K <0.01% -242 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 321 shares; 2025Q1: 1,415 shares; 2025Q2: 1,353 shares; 2025Q3: 827 shares; 2025Q4: 725 shares; 2026Q1: 1,581 shares 1,581 $103K <0.01% +856 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 453 shares; 2025Q3: 816 shares; 2025Q4: 587 shares; 2026Q1: 547 shares 547 $103K <0.01% -40 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 448 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 375 shares; 2025Q4: 376 shares; 2026Q1: 457 shares 457 $103K <0.01% +81 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 20 shares; 2025Q1: 98 shares; 2025Q2: 125 shares; 2025Q3: 388 shares; 2025Q4: 384 shares; 2026Q1: 726 shares 726 $102K <0.01% +342 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 9 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 141 shares; 2026Q1: 1,333 shares 1,333 $102K <0.01% +1,192 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 521 shares; 2025Q1: 557 shares; 2025Q2: 678 shares; 2025Q3: 704 shares; 2025Q4: 730 shares; 2026Q1: 854 shares 854 $102K <0.01% +124 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: 120 shares; 2024Q4: 200 shares; 2025Q1: 559 shares; 2025Q2: 604 shares; 2025Q3: 5,526 shares; 2025Q4: 8,448 shares; 2026Q1: 6,448 shares 6,448 $102K <0.01% -2,000 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 226 shares; 2025Q1: 238 shares; 2025Q2: 303 shares; 2025Q3: 328 shares; 2025Q4: 438 shares; 2026Q1: 861 shares 861 $102K <0.01% +423 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,386 shares; 2025Q1: 1,001 shares; 2025Q2: 1,266 shares; 2025Q3: 1,281 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $102K <0.01% 0 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $102K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 209 shares; 2025Q1: 494 shares; 2025Q2: 1,051 shares; 2025Q3: 1,152 shares; 2025Q4: 1,178 shares; 2026Q1: 1,268 shares 1,268 $102K <0.01% +90 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 22 shares; 2025Q2: 39 shares; 2025Q3: 60 shares; 2025Q4: 110 shares; 2026Q1: 149 shares 149 $101K <0.01% +39 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 2,040 shares; 2025Q3: 1,586 shares; 2025Q4: 1,540 shares; 2026Q1: 2,397 shares 2,397 $101K <0.01% +857 Timeline USPX 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: 1,780 shares; 2026Q1: 1,780 shares 1,780 $101K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 612 shares; 2025Q1: 613 shares; 2025Q2: 1,017 shares; 2025Q3: 934 shares; 2025Q4: 938 shares; 2026Q1: 941 shares 941 $101K <0.01% +3 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: 968 shares; 2024Q4: 969 shares; 2025Q1: 612 shares; 2025Q2: 603 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 911 shares 911 $101K <0.01% -4 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 160 shares; 2025Q1: 323 shares; 2025Q2: 473 shares; 2025Q3: 338 shares; 2025Q4: 455 shares; 2026Q1: 513 shares 513 $101K <0.01% +58 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 70 shares; 2025Q1: 325 shares; 2025Q2: 698 shares; 2025Q3: 737 shares; 2025Q4: 712 shares; 2026Q1: 693 shares 693 $100K <0.01% -19 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 156 shares; 2025Q1: 327 shares; 2025Q2: 305 shares; 2025Q3: 377 shares; 2025Q4: 368 shares; 2026Q1: 400 shares 400 $99.9K <0.01% +32 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 11 shares; 2025Q1: 159 shares; 2025Q2: 824 shares; 2025Q3: 769 shares; 2025Q4: 462 shares; 2026Q1: 3,247 shares 3,247 $99.7K <0.01% +2,785 Timeline DFCA 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $99.7K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,226 shares; 2025Q1: 3,771 shares; 2025Q2: 1,689 shares; 2025Q3: 2,796 shares; 2025Q4: 2,899 shares; 2026Q1: 3,038 shares 3,038 $99.5K <0.01% +139 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 106 shares; 2025Q1: 546 shares; 2025Q2: 1,690 shares; 2025Q3: 1,715 shares; 2025Q4: 1,804 shares; 2026Q1: 1,318 shares 1,318 $99.4K <0.01% -486 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $99.1K <0.01% 0 Timeline EVUS 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: 814 shares; 2024Q4: 1,370 shares; 2025Q1: 1,372 shares; 2025Q2: 1,409 shares; 2025Q3: 978 shares; 2025Q4: 3,066 shares; 2026Q1: 3,102 shares 3,102 $98.7K <0.01% +36 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: 2,547 shares; 2025Q3: 1,859 shares; 2025Q4: 1,970 shares; 2026Q1: 6,697 shares 6,697 $98.7K <0.01% +4,727 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 195 shares; 2025Q4: 261 shares; 2026Q1: 1,033 shares 1,033 $98.6K <0.01% +772 Timeline