ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,451 shares; 2025Q2: 16,573 shares; 2025Q3: 17,658 shares; 2025Q4: 17,658 shares; 2026Q1: 34,358 shares 34,358 $773K <0.01% +16,700 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,807 shares; 2026Q1: 16,807 shares 16,807 $773K <0.01% 0 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,574 shares; 2025Q3: 12,715 shares; 2025Q4: 12,911 shares; 2026Q1: 13,091 shares 13,091 $768K <0.01% +180 Timeline SCHZ 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: 20,806 shares; 2024Q4: 76,346 shares; 2025Q1: 34,704 shares; 2025Q2: 33,342 shares; 2025Q3: 34,896 shares; 2025Q4: 34,724 shares; 2026Q1: 33,079 shares 33,079 $768K <0.01% -1,645 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 7,531 shares; 2025Q1: 6,078 shares; 2025Q2: 6,267 shares; 2025Q3: 8,290 shares; 2025Q4: 8,326 shares; 2026Q1: 9,059 shares 9,059 $764K <0.01% +733 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,231 shares; 2024Q4: 41,438 shares; 2025Q1: 43,606 shares; 2025Q2: 41,393 shares; 2025Q3: 41,782 shares; 2025Q4: 41,782 shares; 2026Q1: 53,382 shares 53,382 $764K <0.01% +11,600 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: 3,957 shares; 2024Q4: 5,204 shares; 2025Q1: 4,996 shares; 2025Q2: 4,884 shares; 2025Q3: 5,001 shares; 2025Q4: 5,302 shares; 2026Q1: 6,882 shares 6,882 $763K <0.01% +1,580 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,504 shares; 2025Q2: 52,822 shares; 2025Q3: 52,822 shares; 2025Q4: 52,822 shares; 2026Q1: 52,822 shares 52,822 $762K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 8,924 shares; 2025Q1: 8,260 shares; 2025Q2: 10,891 shares; 2025Q3: 9,836 shares; 2025Q4: 10,059 shares; 2026Q1: 5,788 shares 5,788 $759K <0.01% -4,271 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: 13,480 shares; 2024Q4: 13,578 shares; 2025Q1: 18,283 shares; 2025Q2: 21,391 shares; 2025Q3: 25,868 shares; 2025Q4: 26,913 shares; 2026Q1: 14,193 shares 14,193 $757K <0.01% -12,720 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,293 shares; 2024Q4: 61,676 shares; 2025Q1: 60,852 shares; 2025Q2: 69,158 shares; 2025Q3: 59,670 shares; 2025Q4: 64,821 shares; 2026Q1: 67,218 shares 67,218 $756K <0.01% +2,397 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 3,198 shares; 2025Q1: 3,202 shares; 2025Q2: 3,350 shares; 2025Q3: 3,325 shares; 2025Q4: 3,491 shares; 2026Q1: 3,746 shares 3,746 $755K <0.01% +255 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 8,374 shares; 2025Q1: 7,167 shares; 2025Q2: 4,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,178 shares 4,178 $752K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,340 shares; 2024Q4: 30,380 shares; 2025Q1: 27,150 shares; 2025Q2: 23,967 shares; 2025Q3: 23,923 shares; 2025Q4: 23,912 shares; 2026Q1: 18,640 shares 18,640 $751K <0.01% -5,272 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,694 shares; 2025Q4: 1,725 shares; 2026Q1: 1,836 shares 1,836 $748K <0.01% +111 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: 596 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 1,104 shares; 2025Q4: 1,383 shares; 2026Q1: 1,427 shares 1,427 $746K <0.01% +44 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: 1,503 shares; 2024Q4: 47,356 shares; 2025Q1: 43,678 shares; 2025Q2: 4,921 shares; 2025Q3: 5,581 shares; 2025Q4: 5,724 shares; 2026Q1: 3,223 shares 3,223 $744K <0.01% -2,501 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,311 shares; 2025Q1: 5,847 shares; 2025Q2: 5,767 shares; 2025Q3: 5,374 shares; 2025Q4: 5,459 shares; 2026Q1: 10,183 shares 10,183 $744K <0.01% +4,724 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,258 shares; 2024Q4: 23,777 shares; 2025Q1: 23,794 shares; 2025Q2: 3,683 shares; 2025Q3: 3,784 shares; 2025Q4: 3,962 shares; 2026Q1: 5,110 shares 5,110 $743K <0.01% +1,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,877 shares; 2025Q4: 8,752 shares; 2026Q1: 9,420 shares 9,420 $741K <0.01% +668 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: 3,155 shares; 2024Q4: 3,667 shares; 2025Q1: 3,633 shares; 2025Q2: 3,452 shares; 2025Q3: 3,218 shares; 2025Q4: 3,234 shares; 2026Q1: 3,786 shares 3,786 $740K <0.01% +552 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: 5,165 shares; 2024Q4: 5,065 shares; 2025Q1: 5,120 shares; 2025Q2: 5,070 shares; 2025Q3: 5,075 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares 5,229 $740K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 5,000 shares; 2025Q1: 8,982 shares; 2025Q2: 10,483 shares; 2025Q3: 11,722 shares; 2025Q4: 11,672 shares; 2026Q1: 10,364 shares 10,364 $737K <0.01% -1,308 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,815 shares; 2024Q4: 29,667 shares; 2025Q1: 28,755 shares; 2025Q2: 12,947 shares; 2025Q3: 16,691 shares; 2025Q4: 18,156 shares; 2026Q1: 17,689 shares 17,689 $737K <0.01% -467 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: not reported; 2024Q4: 642 shares; 2025Q1: 685 shares; 2025Q2: 2,500 shares; 2025Q3: 2,456 shares; 2025Q4: 2,492 shares; 2026Q1: 2,205 shares 2,205 $736K <0.01% -287 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 9,716 shares; 2025Q1: 8,635 shares; 2025Q2: 9,113 shares; 2025Q3: 10,894 shares; 2025Q4: 11,021 shares; 2026Q1: 14,468 shares 14,468 $733K <0.01% +3,447 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: 17,042 shares; 2024Q4: 17,595 shares; 2025Q1: 16,808 shares; 2025Q2: 11,601 shares; 2025Q3: 11,918 shares; 2025Q4: 12,348 shares; 2026Q1: 11,264 shares 11,264 $733K <0.01% -1,084 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 820 shares; 2025Q1: 823 shares; 2025Q2: 2,749 shares; 2025Q3: 955 shares; 2025Q4: 1,011 shares; 2026Q1: 680 shares 680 $727K <0.01% -331 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 208 shares; 2025Q2: 219 shares; 2025Q3: 455 shares; 2025Q4: 460 shares; 2026Q1: 379 shares 379 $727K <0.01% -81 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,533 shares; 2024Q4: 17,852 shares; 2025Q1: 19,322 shares; 2025Q2: 25,720 shares; 2025Q3: 35,751 shares; 2025Q4: 35,751 shares; 2026Q1: 33,197 shares 33,197 $719K <0.01% -2,554 Timeline FDN 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: 3,785 shares; 2024Q4: 2,978 shares; 2025Q1: 3,039 shares; 2025Q2: 2,978 shares; 2025Q3: 3,086 shares; 2025Q4: 3,561 shares; 2026Q1: 3,044 shares 3,044 $712K <0.01% -517 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,895 shares; 2025Q1: 2,672 shares; 2025Q2: 2,558 shares; 2025Q3: 2,903 shares; 2025Q4: 3,022 shares; 2026Q1: 5,563 shares 5,563 $711K <0.01% +2,541 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,177 shares; 2024Q4: 11,905 shares; 2025Q1: 11,964 shares; 2025Q2: 11,689 shares; 2025Q3: 11,197 shares; 2025Q4: 10,820 shares; 2026Q1: 9,651 shares 9,651 $711K <0.01% -1,169 Timeline XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934,319 shares; 2025Q1: 894,319 shares; 2025Q2: 894,319 shares; 2025Q3: 894,319 shares; 2025Q4: 894,319 shares; 2026Q1: 864,319 shares 864,319 $709K <0.01% -30,000 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,327 shares; 2025Q3: 5,438 shares; 2025Q4: 5,444 shares; 2026Q1: 5,123 shares 5,123 $709K <0.01% -321 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is 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: 66,879 shares 66,879 $707K <0.01% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 44,856 shares; 2025Q4: 44,856 shares; 2026Q1: 53,788 shares 53,788 $705K <0.01% +8,932 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,437 shares; 2025Q3: 6,416 shares; 2025Q4: 6,514 shares; 2026Q1: 7,390 shares 7,390 $701K <0.01% +876 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,166 shares; 2025Q3: 11,274 shares; 2025Q4: 11,274 shares; 2026Q1: 11,189 shares 11,189 $701K <0.01% -85 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: 160,413 shares; 2024Q4: 52,984 shares; 2025Q1: 40,198 shares; 2025Q2: 14,398 shares; 2025Q3: 13,657 shares; 2025Q4: 13,747 shares; 2026Q1: 10,735 shares 10,735 $700K <0.01% -3,012 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: 4,981 shares; 2024Q4: 7,198 shares; 2025Q1: 6,496 shares; 2025Q2: 8,039 shares; 2025Q3: 10,804 shares; 2025Q4: 12,038 shares; 2026Q1: 8,477 shares 8,477 $699K <0.01% -3,561 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,380 shares; 2025Q1: 15,200 shares; 2025Q2: 12,884 shares; 2025Q3: 17,197 shares; 2025Q4: 17,197 shares; 2026Q1: 23,233 shares 23,233 $697K <0.01% +6,036 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,817 shares; 2025Q1: 10,067 shares; 2025Q2: 10,242 shares; 2025Q3: 10,242 shares; 2025Q4: 10,262 shares; 2026Q1: 19,252 shares 19,252 $695K <0.01% +8,990 Timeline CMF 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: 6,364 shares; 2024Q4: 5,874 shares; 2025Q1: 22,206 shares; 2025Q2: 14,585 shares; 2025Q3: 15,166 shares; 2025Q4: 15,166 shares; 2026Q1: 12,224 shares 12,224 $695K <0.01% -2,942 Timeline PRFZ 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: 23,576 shares; 2024Q4: 26,078 shares; 2025Q1: 25,681 shares; 2025Q2: 25,567 shares; 2025Q3: 26,373 shares; 2025Q4: 26,372 shares; 2026Q1: 14,994 shares 14,994 $688K <0.01% -11,378 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: 35,338 shares; 2024Q4: 36,117 shares; 2025Q1: 38,957 shares; 2025Q2: 52,701 shares; 2025Q3: 47,749 shares; 2025Q4: 47,748 shares; 2026Q1: 39,970 shares 39,970 $686K <0.01% -7,778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 7,520 shares; 2025Q4: 7,663 shares; 2026Q1: 6,874 shares 6,874 $683K <0.01% -789 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 6,878 shares; 2025Q1: 6,869 shares; 2025Q2: 7,334 shares; 2025Q3: 7,803 shares; 2025Q4: 7,867 shares; 2026Q1: 10,322 shares 10,322 $682K <0.01% +2,455 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,811 shares; 2024Q4: 62,765 shares; 2025Q1: 15,269 shares; 2025Q2: 15,267 shares; 2025Q3: 17,217 shares; 2025Q4: 17,945 shares; 2026Q1: 18,183 shares 18,183 $681K <0.01% +238 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: 12,030 shares; 2024Q4: 12,036 shares; 2025Q1: 12,042 shares; 2025Q2: 12,222 shares; 2025Q3: 12,054 shares; 2025Q4: 15,441 shares; 2026Q1: 15,526 shares 15,526 $678K <0.01% +85 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 4,690 shares; 2025Q1: 6,949 shares; 2025Q2: 7,037 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares; 2026Q1: 6,132 shares 6,132 $677K <0.01% -166 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,455 shares; 2025Q1: 2,645 shares; 2025Q2: 3,001 shares; 2025Q3: 3,276 shares; 2025Q4: 3,414 shares; 2026Q1: 4,816 shares 4,816 $676K <0.01% +1,402 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 26,400 shares; 2025Q1: 26,400 shares; 2025Q2: 26,525 shares; 2025Q3: 65,395 shares; 2025Q4: 65,395 shares; 2026Q1: 73,240 shares 73,240 $675K <0.01% +7,845 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,611 shares; 2025Q2: 5,001 shares; 2025Q3: 8,480 shares; 2025Q4: 8,599 shares; 2026Q1: 12,975 shares 12,975 $674K <0.01% +4,376 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,028 shares; 2024Q4: 53,628 shares; 2025Q1: 58,427 shares; 2025Q2: 55,524 shares; 2025Q3: 51,425 shares; 2025Q4: 51,425 shares; 2026Q1: 54,238 shares 54,238 $673K <0.01% +2,813 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,053 shares; 2024Q4: 225,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,691 shares 97,691 $672K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,222 shares; 2025Q4: 16,222 shares; 2026Q1: 30,026 shares 30,026 $671K <0.01% +13,804 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 2,382 shares; 2025Q1: 2,494 shares; 2025Q2: 2,720 shares; 2025Q3: 3,054 shares; 2025Q4: 3,104 shares; 2026Q1: 3,350 shares 3,350 $670K <0.01% +246 Timeline TENJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,010 shares; 2026Q1: 27,010 shares 27,010 $669K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,383 shares; 2025Q3: 3,885 shares; 2025Q4: 3,981 shares; 2026Q1: 4,612 shares 4,612 $668K <0.01% +631 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: 164,102 shares; 2024Q4: 40,306 shares; 2025Q1: 33,268 shares; 2025Q2: 6,426 shares; 2025Q3: 6,740 shares; 2025Q4: 6,851 shares; 2026Q1: 9,805 shares 9,805 $667K <0.01% +2,954 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,008 shares; 2024Q4: 24,658 shares; 2025Q1: 24,612 shares; 2025Q2: 24,422 shares; 2025Q3: 28,505 shares; 2025Q4: 28,505 shares; 2026Q1: 26,841 shares 26,841 $665K <0.01% -1,664 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,332 shares; 2025Q4: 51,531 shares; 2026Q1: 14,082 shares 14,082 $661K <0.01% -37,449 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 9,928 shares; 2025Q1: 9,650 shares; 2025Q2: 11,593 shares; 2025Q3: 12,075 shares; 2025Q4: 12,440 shares; 2026Q1: 19,430 shares 19,430 $660K <0.01% +6,990 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,557 shares; 2025Q3: 17,647 shares; 2025Q4: 18,138 shares; 2026Q1: 19,313 shares 19,313 $659K <0.01% +1,175 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: 765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,734 shares 1,734 $659K <0.01% +369 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 46,069 shares 46,069 $657K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,858 shares; 2024Q4: 53,348 shares; 2025Q1: 48,158 shares; 2025Q2: 55,268 shares; 2025Q3: 61,257 shares; 2025Q4: 61,257 shares; 2026Q1: 60,281 shares 60,281 $656K <0.01% -976 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,429 shares; 2025Q1: 6,429 shares; 2025Q2: 10,790 shares; 2025Q3: 7,705 shares; 2025Q4: 7,739 shares; 2026Q1: 6,480 shares 6,480 $654K <0.01% -1,259 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,887 shares 15,887 $654K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 18,570 shares; 2025Q1: 19,038 shares; 2025Q2: 19,003 shares; 2025Q3: 25,521 shares; 2025Q4: 25,662 shares; 2026Q1: 33,007 shares 33,007 $652K <0.01% +7,345 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: 34,642 shares; 2024Q4: 34,387 shares; 2025Q1: 36,166 shares; 2025Q2: 30,830 shares; 2025Q3: 30,101 shares; 2025Q4: 31,885 shares; 2026Q1: 28,776 shares 28,776 $652K <0.01% -3,109 Timeline DFAT 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: 10,359 shares; 2024Q4: 10,695 shares; 2025Q1: 8,970 shares; 2025Q2: 11,637 shares; 2025Q3: 11,637 shares; 2025Q4: 11,637 shares; 2026Q1: 10,386 shares 10,386 $649K <0.01% -1,251 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,837 shares; 2024Q4: 19,837 shares; 2025Q1: 19,837 shares; 2025Q2: 19,837 shares; 2025Q3: 29,632 shares; 2025Q4: 67,894 shares; 2026Q1: 68,626 shares 68,626 $649K <0.01% +732 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 7,648 shares; 2025Q3: 8,624 shares; 2025Q4: 8,922 shares; 2026Q1: 11,904 shares 11,904 $648K <0.01% +2,982 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 758 shares; 2025Q4: 789 shares; 2026Q1: 1,311 shares 1,311 $644K <0.01% +522 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 25,428 shares; 2025Q1: 26,369 shares; 2025Q2: 26,172 shares; 2025Q3: 29,699 shares; 2025Q4: 30,037 shares; 2026Q1: 30,923 shares 30,923 $640K <0.01% +886 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,716 shares; 2025Q2: 5,241 shares; 2025Q3: 14,212 shares; 2025Q4: 15,591 shares; 2026Q1: 10,749 shares 10,749 $640K <0.01% -4,842 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,389 shares; 2025Q1: 932,386 shares; 2025Q2: 643,624 shares; 2025Q3: 23,277 shares; 2025Q4: 23,799 shares; 2026Q1: 24,373 shares 24,373 $640K <0.01% +574 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,428 shares; 2025Q1: 3,117 shares; 2025Q2: 2,960 shares; 2025Q3: 3,076 shares; 2025Q4: 3,098 shares; 2026Q1: 2,930 shares 2,930 $638K <0.01% -168 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES 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: 44,774 shares; 2025Q4: 41,030 shares; 2026Q1: 37,846 shares 37,846 $635K <0.01% -3,184 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,848 shares; 2024Q4: 56,848 shares; 2025Q1: 56,848 shares; 2025Q2: 56,848 shares; 2025Q3: 56,848 shares; 2025Q4: 56,848 shares; 2026Q1: 56,848 shares 56,848 $634K <0.01% 0 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: 3,448 shares; 2024Q4: 3,951 shares; 2025Q1: 4,437 shares; 2025Q2: 4,082 shares; 2025Q3: 4,489 shares; 2025Q4: 4,419 shares; 2026Q1: 2,816 shares 2,816 $632K <0.01% -1,603 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,588 shares 19,588 $632K <0.01% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,522 shares; 2025Q3: 9,233 shares; 2025Q4: 9,232 shares; 2026Q1: 8,350 shares 8,350 $632K <0.01% -882 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 1,351 shares; 2025Q3: 1,435 shares; 2025Q4: 1,434 shares; 2026Q1: 1,543 shares 1,543 $629K <0.01% +109 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,670 shares; 2025Q1: 11,188 shares; 2025Q2: 10,780 shares; 2025Q3: 12,235 shares; 2025Q4: 12,256 shares; 2026Q1: 9,335 shares 9,335 $628K <0.01% -2,921 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 2,993 shares; 2025Q1: 8,022 shares; 2025Q2: 8,527 shares; 2025Q3: 4,497 shares; 2025Q4: 4,517 shares; 2026Q1: 5,322 shares 5,322 $627K <0.01% +805 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,125 shares; 2025Q4: 5,929 shares; 2026Q1: 13,079 shares 13,079 $627K <0.01% +7,150 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,251 shares; 2024Q4: 50,935 shares; 2025Q1: 52,237 shares; 2025Q2: 42,234 shares; 2025Q3: 47,745 shares; 2025Q4: 51,202 shares; 2026Q1: 39,693 shares 39,693 $626K <0.01% -11,509 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: 6,419 shares; 2024Q4: 8,238 shares; 2025Q1: 7,646 shares; 2025Q2: not reported; 2025Q3: 11,203 shares; 2025Q4: 12,397 shares; 2026Q1: 16,321 shares 16,321 $624K <0.01% +3,924 Timeline NULG 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: 147,498 shares; 2024Q4: 162,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,883 shares; 2026Q1: 6,844 shares 6,844 $622K <0.01% -39 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: 18,910 shares; 2024Q4: 25,210 shares; 2025Q1: 25,210 shares; 2025Q2: 27,410 shares; 2025Q3: 27,410 shares; 2025Q4: 27,410 shares; 2026Q1: 26,329 shares 26,329 $622K <0.01% -1,081 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: 9,935 shares; 2024Q4: 11,085 shares; 2025Q1: 8,635 shares; 2025Q2: 5,219 shares; 2025Q3: 5,732 shares; 2025Q4: 5,724 shares; 2026Q1: 6,860 shares 6,860 $619K <0.01% +1,136 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,464 shares; 2025Q3: 10,905 shares; 2025Q4: 10,914 shares; 2026Q1: 9,690 shares 9,690 $610K <0.01% -1,224 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,041 shares; 2025Q1: 11,056 shares; 2025Q2: 11,074 shares; 2025Q3: 11,091 shares; 2025Q4: 11,091 shares; 2026Q1: 11,123 shares 11,123 $610K <0.01% +32 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,206 shares; 2024Q4: 19,164 shares; 2025Q1: 19,098 shares; 2025Q2: 19,141 shares; 2025Q3: 18,140 shares; 2025Q4: 18,207 shares; 2026Q1: 20,197 shares 20,197 $608K <0.01% +1,990 Timeline SPMB 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: 218,890 shares; 2025Q4: 217,744 shares; 2026Q1: 27,165 shares 27,165 $608K <0.01% -190,579 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,736 shares; 2024Q4: 34,541 shares; 2025Q1: 33,217 shares; 2025Q2: 50,432 shares; 2025Q3: 52,479 shares; 2025Q4: 52,479 shares; 2026Q1: 52,412 shares 52,412 $607K <0.01% -67 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: 76,213 shares; 2024Q4: 134,524 shares; 2025Q1: 154,388 shares; 2025Q2: 13,574 shares; 2025Q3: 12,571 shares; 2025Q4: 15,870 shares; 2026Q1: 11,954 shares 11,954 $607K <0.01% -3,916 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,169 shares; 2024Q4: 84,843 shares; 2025Q1: 128,156 shares; 2025Q2: 85,179 shares; 2025Q3: 79,413 shares; 2025Q4: 79,478 shares; 2026Q1: 78,749 shares 78,749 $607K <0.01% -729 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,910 shares; 2025Q1: 8,910 shares; 2025Q2: 7,910 shares; 2025Q3: 7,910 shares; 2025Q4: 8,711 shares; 2026Q1: 8,712 shares 8,712 $602K <0.01% +1 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,842 shares; 2025Q3: 6,000 shares; 2025Q4: 6,150 shares; 2026Q1: 7,060 shares 7,060 $601K <0.01% +910 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: 5,598 shares; 2024Q4: 5,165 shares; 2025Q1: 4,799 shares; 2025Q2: 5,277 shares; 2025Q3: 5,629 shares; 2025Q4: 5,801 shares; 2026Q1: 6,664 shares 6,664 $601K <0.01% +863 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,448 shares; 2025Q1: 8,040 shares; 2025Q2: 11,148 shares; 2025Q3: 11,749 shares; 2025Q4: 11,786 shares; 2026Q1: 10,416 shares 10,416 $600K <0.01% -1,370 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: 40,874 shares; 2024Q4: 50,891 shares; 2025Q1: 49,886 shares; 2025Q2: 64,234 shares; 2025Q3: 48,898 shares; 2025Q4: 48,899 shares; 2026Q1: 59,908 shares 59,908 $600K <0.01% +11,009 Timeline ARDT ARDENT HEALTH INC More: the full row for ARDENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,996 shares; 2025Q4: 90,996 shares; 2026Q1: 70,000 shares 70,000 $599K <0.01% -20,996 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 20,473 shares; 2025Q1: 34,949 shares; 2025Q2: 16,497 shares; 2025Q3: 94,610 shares; 2025Q4: 95,422 shares; 2026Q1: 7,863 shares 7,863 $597K <0.01% -87,559 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 24,555 shares; 2025Q1: 24,583 shares; 2025Q2: 23,883 shares; 2025Q3: 33,855 shares; 2025Q4: 33,855 shares; 2026Q1: 33,855 shares 33,855 $597K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,397 shares; 2025Q3: 22,006 shares; 2025Q4: 22,370 shares; 2026Q1: 20,273 shares 20,273 $595K <0.01% -2,097 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,805 shares; 2024Q4: 45,805 shares; 2025Q1: 45,805 shares; 2025Q2: 45,805 shares; 2025Q3: 45,805 shares; 2025Q4: 45,805 shares; 2026Q1: 45,805 shares 45,805 $593K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 7,099 shares; 2025Q1: 8,158 shares; 2025Q2: 6,414 shares; 2025Q3: 5,648 shares; 2025Q4: 6,091 shares; 2026Q1: 5,386 shares 5,386 $590K <0.01% -705 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,828 shares; 2024Q4: 15,512 shares; 2025Q1: 12,560 shares; 2025Q2: 5,972 shares; 2025Q3: 5,704 shares; 2025Q4: 5,626 shares; 2026Q1: 4,870 shares 4,870 $590K <0.01% -756 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,467 shares; 2025Q1: 3,680 shares; 2025Q2: 4,219 shares; 2025Q3: 6,047 shares; 2025Q4: 6,239 shares; 2026Q1: 7,164 shares 7,164 $589K <0.01% +925 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: 7,680 shares; 2025Q1: 7,898 shares; 2025Q2: 13,735 shares; 2025Q3: 14,276 shares; 2025Q4: 14,560 shares; 2026Q1: 17,740 shares 17,740 $589K <0.01% +3,180 Timeline RSPD 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: 12,135 shares; 2024Q4: 14,615 shares; 2025Q1: 10,871 shares; 2025Q2: 10,302 shares; 2025Q3: 10,223 shares; 2025Q4: 10,223 shares; 2026Q1: 11,007 shares 11,007 $589K <0.01% +784 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,416 shares; 2025Q4: 3,058 shares; 2026Q1: 3,551 shares 3,551 $586K <0.01% +493 Timeline NUDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,196 shares; 2026Q1: 16,207 shares 16,207 $585K <0.01% +11 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,117 shares; 2025Q3: 6,294 shares; 2025Q4: 6,456 shares; 2026Q1: 7,478 shares 7,478 $585K <0.01% +1,022 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: 2,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,369 shares; 2026Q1: 4,493 shares 4,493 $584K <0.01% +2,124 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: 14,804 shares; 2024Q4: 7,814 shares; 2025Q1: 7,207 shares; 2025Q2: 7,036 shares; 2025Q3: 7,721 shares; 2025Q4: 7,899 shares; 2026Q1: 8,922 shares 8,922 $583K <0.01% +1,023 Timeline NSP INSPERITY INC More: the full row for INSPERITY 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: 9,080 shares; 2025Q4: 14,075 shares; 2026Q1: 21,520 shares 21,520 $582K <0.01% +7,445 Timeline IBTI 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: 14,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,453 shares; 2026Q1: 26,107 shares 26,107 $582K <0.01% +5,654 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 11,140 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 19,486 shares; 2025Q4: 19,486 shares; 2026Q1: 16,470 shares 16,470 $581K <0.01% -3,016 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: 4,259 shares; 2024Q4: 4,298 shares; 2025Q1: 5,212 shares; 2025Q2: 3,984 shares; 2025Q3: 3,990 shares; 2025Q4: 4,107 shares; 2026Q1: 2,133 shares 2,133 $578K <0.01% -1,974 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 1,867 shares; 2025Q3: 1,917 shares; 2025Q4: 1,919 shares; 2026Q1: 2,833 shares 2,833 $578K <0.01% +914 Timeline RLI RLI CORP More: the full row for RLI 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: 10,429 shares; 2025Q3: 10,439 shares; 2025Q4: 10,428 shares; 2026Q1: 10,122 shares 10,122 $577K <0.01% -306 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,152 shares; 2025Q2: 21,155 shares; 2025Q3: 27,536 shares; 2025Q4: 25,929 shares; 2026Q1: 14,301 shares 14,301 $577K <0.01% -11,628 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 3,200 shares; 2025Q1: 4,623 shares; 2025Q2: 3,793 shares; 2025Q3: 3,925 shares; 2025Q4: 4,050 shares; 2026Q1: 7,149 shares 7,149 $577K <0.01% +3,099 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: 12,312 shares; 2024Q4: 20,612 shares; 2025Q1: 20,612 shares; 2025Q2: 24,312 shares; 2025Q3: 24,312 shares; 2025Q4: 24,312 shares; 2026Q1: 24,312 shares 24,312 $575K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 16,919 shares; 2025Q1: 19,667 shares; 2025Q2: 21,825 shares; 2025Q3: 22,124 shares; 2025Q4: 22,173 shares; 2026Q1: 17,340 shares 17,340 $575K <0.01% -4,833 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: 6,623 shares; 2024Q4: 7,664 shares; 2025Q1: 7,903 shares; 2025Q2: 7,042 shares; 2025Q3: 6,933 shares; 2025Q4: 7,175 shares; 2026Q1: 4,803 shares 4,803 $574K <0.01% -2,372 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: not reported; 2024Q4: 2,414 shares; 2025Q1: 2,417 shares; 2025Q2: 2,437 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,316 shares 2,316 $573K <0.01% -319 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 5,024 shares; 2025Q1: 4,887 shares; 2025Q2: 4,016 shares; 2025Q3: 4,156 shares; 2025Q4: 4,219 shares; 2026Q1: 4,411 shares 4,411 $572K <0.01% +192 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,274 shares; 2025Q3: 10,745 shares; 2025Q4: 10,743 shares; 2026Q1: 11,608 shares 11,608 $571K <0.01% +865 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: 8,417 shares; 2024Q4: 6,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,888 shares; 2025Q4: 6,989 shares; 2026Q1: 7,838 shares 7,838 $570K <0.01% +849 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 32,960 shares 32,960 $569K <0.01% +22,160 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 13,105 shares; 2025Q1: 10,802 shares; 2025Q2: 10,029 shares; 2025Q3: 10,154 shares; 2025Q4: 10,635 shares; 2026Q1: 6,517 shares 6,517 $566K <0.01% -4,118 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: 1,355 shares; 2024Q4: 1,335 shares; 2025Q1: 1,348 shares; 2025Q2: 2,388 shares; 2025Q3: 2,607 shares; 2025Q4: 2,719 shares; 2026Q1: 2,545 shares 2,545 $563K <0.01% -174 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,972 shares; 2025Q3: 11,056 shares; 2025Q4: 11,039 shares; 2026Q1: 14,058 shares 14,058 $563K <0.01% +3,019 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 256 shares; 2025Q1: 270 shares; 2025Q2: 98 shares; 2025Q3: 81 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $563K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,372 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,275 shares 2,275 $558K <0.01% +162 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,247 shares; 2025Q1: 5,269 shares; 2025Q2: 5,688 shares; 2025Q3: 5,783 shares; 2025Q4: 5,785 shares; 2026Q1: 6,081 shares 6,081 $557K <0.01% +296 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,455 shares; 2025Q1: 6,641 shares; 2025Q2: 6,821 shares; 2025Q3: 7,005 shares; 2025Q4: 7,055 shares; 2026Q1: 14,146 shares 14,146 $555K <0.01% +7,091 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: 6,406 shares; 2025Q4: 8,124 shares; 2026Q1: 5,133 shares 5,133 $554K <0.01% -2,991 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,876 shares; 2025Q3: 3,999 shares; 2025Q4: 4,001 shares; 2026Q1: 9,581 shares 9,581 $554K <0.01% +5,580 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: 18,168 shares; 2024Q4: 18,168 shares; 2025Q1: 17,422 shares; 2025Q2: 17,742 shares; 2025Q3: 18,623 shares; 2025Q4: 18,623 shares; 2026Q1: 12,394 shares 12,394 $553K <0.01% -6,229 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,287 shares; 2025Q1: 2,304 shares; 2025Q2: 4,006 shares; 2025Q3: 4,048 shares; 2025Q4: 4,165 shares; 2026Q1: 3,354 shares 3,354 $553K <0.01% -811 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,738 shares; 2024Q4: 12,471 shares; 2025Q1: 10,674 shares; 2025Q2: 8,390 shares; 2025Q3: 8,391 shares; 2025Q4: 8,391 shares; 2026Q1: 8,321 shares 8,321 $553K <0.01% -70 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,159 shares; 2025Q3: 2,201 shares; 2025Q4: 2,232 shares; 2026Q1: 2,757 shares 2,757 $550K <0.01% +525 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,463 shares; 2024Q4: 23,636 shares; 2025Q1: 21,531 shares; 2025Q2: 22,452 shares; 2025Q3: 23,904 shares; 2025Q4: 23,905 shares; 2026Q1: 32,275 shares 32,275 $548K <0.01% +8,370 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: 8,814 shares; 2024Q4: 12,808 shares; 2025Q1: 12,794 shares; 2025Q2: 10,208 shares; 2025Q3: 9,663 shares; 2025Q4: 9,715 shares; 2026Q1: 10,250 shares 10,250 $548K <0.01% +535 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 4,877 shares; 2025Q2: 5,152 shares; 2025Q3: 5,360 shares; 2025Q4: 5,509 shares; 2026Q1: 6,549 shares 6,549 $547K <0.01% +1,040 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: 12,389 shares; 2024Q4: 11,963 shares; 2025Q1: 10,252 shares; 2025Q2: 10,372 shares; 2025Q3: 4,576 shares; 2025Q4: 5,331 shares; 2026Q1: 5,349 shares 5,349 $547K <0.01% +18 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,037 shares; 2025Q1: 8,423 shares; 2025Q2: 8,529 shares; 2025Q3: 8,945 shares; 2025Q4: 10,072 shares; 2026Q1: 9,663 shares 9,663 $547K <0.01% -409 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: not reported; 2025Q2: 650 shares; 2025Q3: 625 shares; 2025Q4: 647 shares; 2026Q1: 1,002 shares 1,002 $544K <0.01% +355 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 1,754 shares; 2025Q4: 1,799 shares; 2026Q1: 2,157 shares 2,157 $541K <0.01% +358 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 6,389 shares; 2025Q1: 6,334 shares; 2025Q2: 6,164 shares; 2025Q3: 6,389 shares; 2025Q4: 6,629 shares; 2026Q1: 8,253 shares 8,253 $540K <0.01% +1,624 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 8,367 shares; 2025Q1: 7,952 shares; 2025Q2: 8,832 shares; 2025Q3: 9,424 shares; 2025Q4: 9,751 shares; 2026Q1: 11,560 shares 11,560 $540K <0.01% +1,809 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,675 shares; 2025Q1: 1,693 shares; 2025Q2: 1,714 shares; 2025Q3: 1,818 shares; 2025Q4: 1,958 shares; 2026Q1: 2,644 shares 2,644 $540K <0.01% +686 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,092 shares; 2025Q2: 28,024 shares; 2025Q3: 24,409 shares; 2025Q4: 24,409 shares; 2026Q1: 10,775 shares 10,775 $540K <0.01% -13,634 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,670 shares 2,670 $539K <0.01% new Timeline SPXL 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: 8,106 shares; 2024Q4: 8,008 shares; 2025Q1: 8,028 shares; 2025Q2: 8,369 shares; 2025Q3: 8,349 shares; 2025Q4: 8,477 shares; 2026Q1: 2,913 shares 2,913 $539K <0.01% -5,564 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,617 shares; 2024Q4: 7,659 shares; 2025Q1: 7,717 shares; 2025Q2: 6,892 shares; 2025Q3: 7,174 shares; 2025Q4: 7,367 shares; 2026Q1: 8,494 shares 8,494 $538K <0.01% +1,127 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,048 shares; 2025Q3: 6,136 shares; 2025Q4: 6,297 shares; 2026Q1: 10,008 shares 10,008 $538K <0.01% +3,711 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,007 shares; 2025Q1: 5,559 shares; 2025Q2: 5,150 shares; 2025Q3: 6,296 shares; 2025Q4: 6,344 shares; 2026Q1: 6,242 shares 6,242 $537K <0.01% -102 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,258 shares; 2025Q1: 2,489 shares; 2025Q2: 2,573 shares; 2025Q3: 2,513 shares; 2025Q4: 2,633 shares; 2026Q1: 3,129 shares 3,129 $535K <0.01% +496 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,806 shares; 2025Q3: 11,690 shares; 2025Q4: 11,941 shares; 2026Q1: 14,394 shares 14,394 $533K <0.01% +2,453 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 2,242 shares; 2025Q3: 2,306 shares; 2025Q4: 2,381 shares; 2026Q1: 3,144 shares 3,144 $533K <0.01% +763 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 906 shares; 2025Q1: 808 shares; 2025Q2: 915 shares; 2025Q3: 910 shares; 2025Q4: 1,017 shares; 2026Q1: 1,569 shares 1,569 $531K <0.01% +552 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,323 shares 14,323 $527K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,748 shares; 2025Q1: 3,713 shares; 2025Q2: 3,365 shares; 2025Q3: 6,725 shares; 2025Q4: 6,633 shares; 2026Q1: 3,441 shares 3,441 $527K <0.01% -3,192 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: 4,136 shares; 2024Q4: 4,248 shares; 2025Q1: 4,659 shares; 2025Q2: 4,519 shares; 2025Q3: 4,728 shares; 2025Q4: 4,910 shares; 2026Q1: 6,554 shares 6,554 $525K <0.01% +1,644 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,492 shares; 2024Q4: 33,040 shares; 2025Q1: 23,432 shares; 2025Q2: 20,552 shares; 2025Q3: 9,006 shares; 2025Q4: 10,252 shares; 2026Q1: 10,905 shares 10,905 $524K <0.01% +653 Timeline XCMUX MFS HIGH YIELD MUN TR More: the full row for MFS HIGH YIELD MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,367 shares; 2024Q4: 146,367 shares; 2025Q1: 146,367 shares; 2025Q2: 146,367 shares; 2025Q3: 146,367 shares; 2025Q4: 146,367 shares; 2026Q1: 146,367 shares 146,367 $524K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,148 shares; 2025Q1: 90,002 shares; 2025Q2: 90,002 shares; 2025Q3: 66,816 shares; 2025Q4: 66,816 shares; 2026Q1: 51,815 shares 51,815 $523K <0.01% -15,001 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,805 shares; 2025Q1: 9,717 shares; 2025Q2: 10,473 shares; 2025Q3: 9,519 shares; 2025Q4: 9,669 shares; 2026Q1: 9,539 shares 9,539 $522K <0.01% -130 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,895 shares; 2025Q2: 11,133 shares; 2025Q3: 19,911 shares; 2025Q4: 20,404 shares; 2026Q1: 11,669 shares 11,669 $522K <0.01% -8,735 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,662 shares; 2026Q1: 10,662 shares 10,662 $521K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,472 shares; 2025Q1: 1,448 shares; 2025Q2: 1,579 shares; 2025Q3: 2,036 shares; 2025Q4: 2,028 shares; 2026Q1: 1,519 shares 1,519 $521K <0.01% -509 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,511 shares; 2024Q4: 29,647 shares; 2025Q1: 35,846 shares; 2025Q2: 8,499 shares; 2025Q3: 12,265 shares; 2025Q4: 12,838 shares; 2026Q1: 10,328 shares 10,328 $520K <0.01% -2,510 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 14,030 shares; 2025Q1: 14,094 shares; 2025Q2: 14,149 shares; 2025Q3: 14,080 shares; 2025Q4: 14,271 shares; 2026Q1: 15,375 shares 15,375 $518K <0.01% +1,104 Timeline AIA 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: 5,596 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares; 2026Q1: 4,868 shares 4,868 $517K <0.01% -3,692 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,616 shares 3,616 $514K <0.01% new 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: 2,871 shares; 2024Q4: 3,392 shares; 2025Q1: not reported; 2025Q2: 2,421 shares; 2025Q3: 3,316 shares; 2025Q4: 3,490 shares; 2026Q1: 4,165 shares 4,165 $513K <0.01% +675 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,125 shares; 2024Q4: 8,142 shares; 2025Q1: 8,638 shares; 2025Q2: 9,130 shares; 2025Q3: 10,954 shares; 2025Q4: 11,520 shares; 2026Q1: 11,068 shares 11,068 $513K <0.01% -452 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,836 shares; 2024Q4: 18,331 shares; 2025Q1: 18,990 shares; 2025Q2: 14,877 shares; 2025Q3: 14,323 shares; 2025Q4: 14,323 shares; 2026Q1: 13,647 shares 13,647 $513K <0.01% -676 Timeline NUMV 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: 79,547 shares; 2024Q4: 33,708 shares; 2025Q1: 29,209 shares; 2025Q2: 11,762 shares; 2025Q3: 10,867 shares; 2025Q4: 11,420 shares; 2026Q1: 13,205 shares 13,205 $512K <0.01% +1,785 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares; 2025Q4: 1,962 shares; 2026Q1: 2,626 shares 2,626 $511K <0.01% +664 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: 2,073 shares; 2024Q4: 2,649 shares; 2025Q1: 1,736 shares; 2025Q2: 1,800 shares; 2025Q3: 2,221 shares; 2025Q4: 2,332 shares; 2026Q1: 2,675 shares 2,675 $508K <0.01% +343 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares 1,987 $507K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $507K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,556 shares 10,556 $506K <0.01% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,949 shares; 2025Q3: 4,200 shares; 2025Q4: 4,332 shares; 2026Q1: 5,413 shares 5,413 $506K <0.01% +1,081 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,244 shares; 2025Q2: 5,183 shares; 2025Q3: 9,393 shares; 2025Q4: 9,362 shares; 2026Q1: 4,300 shares 4,300 $506K <0.01% -5,062 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 317 shares; 2025Q1: 272 shares; 2025Q2: 322 shares; 2025Q3: 400 shares; 2025Q4: 402 shares; 2026Q1: 400 shares 400 $506K <0.01% -2 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: 1,870 shares; 2024Q4: 1,929 shares; 2025Q1: 1,950 shares; 2025Q2: 2,517 shares; 2025Q3: 2,135 shares; 2025Q4: 2,231 shares; 2026Q1: 2,565 shares 2,565 $501K <0.01% +334 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,912 shares; 2026Q1: 13,176 shares 13,176 $501K <0.01% +10,264 Timeline URA 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: 10,492 shares; 2025Q2: 7,525 shares; 2025Q3: 6,905 shares; 2025Q4: 6,905 shares; 2026Q1: 10,308 shares 10,308 $499K <0.01% +3,403 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: not reported; 2024Q4: not reported; 2025Q1: 4,487 shares; 2025Q2: 4,676 shares; 2025Q3: 8,841 shares; 2025Q4: 9,567 shares; 2026Q1: 5,287 shares 5,287 $497K <0.01% -4,280 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 10,052 shares; 2025Q2: 12,949 shares; 2025Q3: 15,810 shares; 2025Q4: 16,197 shares; 2026Q1: 15,730 shares 15,730 $497K <0.01% -467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,818 shares; 2026Q1: 9,261 shares 9,261 $496K <0.01% +5,443 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,142 shares; 2025Q4: 32,651 shares; 2026Q1: 7,257 shares 7,257 $495K <0.01% -25,394 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,884 shares; 2025Q1: 1,806 shares; 2025Q2: 1,352 shares; 2025Q3: 1,541 shares; 2025Q4: 1,563 shares; 2026Q1: 1,359 shares 1,359 $494K <0.01% -204 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: 5,668 shares; 2024Q4: 5,568 shares; 2025Q1: 4,965 shares; 2025Q2: 5,315 shares; 2025Q3: 5,613 shares; 2025Q4: 5,514 shares; 2026Q1: 4,549 shares 4,549 $494K <0.01% -965 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,657 shares; 2025Q3: 5,957 shares; 2025Q4: 6,135 shares; 2026Q1: 7,069 shares 7,069 $491K <0.01% +934 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,721 shares 3,721 $489K <0.01% new Timeline VPL 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: 3,090 shares; 2024Q4: 5,040 shares; 2025Q1: 4,918 shares; 2025Q2: 4,918 shares; 2025Q3: 4,918 shares; 2025Q4: 4,991 shares; 2026Q1: 4,988 shares 4,988 $488K <0.01% -3 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 11,397 shares; 2025Q1: 11,544 shares; 2025Q2: 11,552 shares; 2025Q3: 11,807 shares; 2025Q4: 12,142 shares; 2026Q1: 13,738 shares 13,738 $487K <0.01% +1,596 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,546 shares; 2025Q4: 93,092 shares; 2026Q1: 46,546 shares 46,546 $487K <0.01% -46,546 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: 4,912 shares; 2024Q4: 3,842 shares; 2025Q1: 3,476 shares; 2025Q2: 3,790 shares; 2025Q3: 3,544 shares; 2025Q4: 3,580 shares; 2026Q1: 5,275 shares 5,275 $487K <0.01% +1,695 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,135 shares; 2026Q1: 13,892 shares 13,892 $484K <0.01% +6,757 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 22,291 shares; 2025Q1: 21,071 shares; 2025Q2: 16,245 shares; 2025Q3: 25,808 shares; 2025Q4: 25,759 shares; 2026Q1: 18,338 shares 18,338 $483K <0.01% -7,421 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,640 shares 7,640 $483K <0.01% new Timeline DFUV 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: 8,905 shares; 2024Q4: 8,905 shares; 2025Q1: 8,905 shares; 2025Q2: 11,302 shares; 2025Q3: 12,455 shares; 2025Q4: 12,455 shares; 2026Q1: 9,955 shares 9,955 $482K <0.01% -2,500 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,214 shares 16,214 $482K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 9,408 shares; 2025Q3: 11,524 shares; 2025Q4: 11,471 shares; 2026Q1: 9,770 shares 9,770 $479K <0.01% -1,701 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,347 shares; 2025Q1: 1,140 shares; 2025Q2: 1,538 shares; 2025Q3: 2,272 shares; 2025Q4: 2,360 shares; 2026Q1: 1,631 shares 1,631 $476K <0.01% -729 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 4,844 shares; 2025Q1: 4,663 shares; 2025Q2: 3,442 shares; 2025Q3: 3,673 shares; 2025Q4: 3,748 shares; 2026Q1: 3,961 shares 3,961 $475K <0.01% +213 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 3,718 shares; 2025Q3: 4,609 shares; 2025Q4: 4,737 shares; 2026Q1: 5,416 shares 5,416 $475K <0.01% +679 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,650 shares; 2024Q4: 273,162 shares; 2025Q1: 259,593 shares; 2025Q2: not reported; 2025Q3: 25,558 shares; 2025Q4: 25,846 shares; 2026Q1: 19,009 shares 19,009 $475K <0.01% -6,837 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: 8,154 shares; 2024Q4: 8,154 shares; 2025Q1: 8,154 shares; 2025Q2: 8,154 shares; 2025Q3: 8,115 shares; 2025Q4: 8,115 shares; 2026Q1: 8,100 shares 8,100 $475K <0.01% -15 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,118 shares 7,118 $475K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,699 shares; 2025Q1: 17,340 shares; 2025Q2: 17,480 shares; 2025Q3: 19,586 shares; 2025Q4: 19,528 shares; 2026Q1: 21,136 shares 21,136 $475K <0.01% +1,608 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,223 shares; 2025Q3: 3,259 shares; 2025Q4: 3,262 shares; 2026Q1: 1,475 shares 1,475 $475K <0.01% -1,787 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,743 shares; 2025Q3: 44,990 shares; 2025Q4: 44,990 shares; 2026Q1: 45,463 shares 45,463 $474K <0.01% +473 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,271 shares 20,271 $474K <0.01% new Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,729 shares; 2025Q2: 31,729 shares; 2025Q3: 31,729 shares; 2025Q4: 31,729 shares; 2026Q1: 31,729 shares 31,729 $472K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209,010 shares; 2025Q1: 174,711 shares; 2025Q2: 20,818 shares; 2025Q3: 19,327 shares; 2025Q4: 19,424 shares; 2026Q1: 20,728 shares 20,728 $472K <0.01% +1,304 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,148 shares; 2025Q4: 6,148 shares; 2026Q1: 6,029 shares 6,029 $471K <0.01% -119 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,039 shares; 2025Q1: 1,058 shares; 2025Q2: 1,074 shares; 2025Q3: 1,168 shares; 2025Q4: 1,299 shares; 2026Q1: 1,617 shares 1,617 $471K <0.01% +318 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 33,439 shares 33,439 $469K <0.01% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,429 shares; 2025Q3: 3,520 shares; 2025Q4: 3,618 shares; 2026Q1: 4,266 shares 4,266 $467K <0.01% +648 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: 2,816 shares; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 4,336 shares; 2025Q4: 4,662 shares; 2026Q1: 5,294 shares 5,294 $464K <0.01% +632 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: 17,747 shares; 2024Q4: 14,702 shares; 2025Q1: 11,529 shares; 2025Q2: not reported; 2025Q3: 13,565 shares; 2025Q4: 15,870 shares; 2026Q1: 14,043 shares 14,043 $463K <0.01% -1,827 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,247 shares; 2024Q4: 20,247 shares; 2025Q1: 20,199 shares; 2025Q2: 20,594 shares; 2025Q3: 20,680 shares; 2025Q4: 20,680 shares; 2026Q1: 16,661 shares 16,661 $462K <0.01% -4,019 Timeline XJR 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: 16,987 shares; 2025Q2: 10,284 shares; 2025Q3: 9,291 shares; 2025Q4: 9,629 shares; 2026Q1: 10,582 shares 10,582 $461K <0.01% +953 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,637 shares; 2024Q4: 48,672 shares; 2025Q1: 50,510 shares; 2025Q2: 46,422 shares; 2025Q3: 44,102 shares; 2025Q4: 44,102 shares; 2026Q1: 29,138 shares 29,138 $457K <0.01% -14,964 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,274 shares; 2025Q4: 10,340 shares; 2026Q1: 46,470 shares 46,470 $454K <0.01% +36,130 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 60,770 shares; 2025Q1: 63,155 shares; 2025Q2: 8,525 shares; 2025Q3: 9,526 shares; 2025Q4: 9,684 shares; 2026Q1: 4,432 shares 4,432 $454K <0.01% -5,252 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,206 shares 4,206 $453K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 4,285 shares; 2026Q1: 6,397 shares 6,397 $451K <0.01% +2,112 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,164 shares; 2025Q4: 9,676 shares; 2026Q1: 8,958 shares 8,958 $451K <0.01% -718 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: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 5,178 shares; 2025Q3: 6,912 shares; 2025Q4: 7,062 shares; 2026Q1: 7,079 shares 7,079 $451K <0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: 8,374 shares; 2025Q2: 7,941 shares; 2025Q3: 8,040 shares; 2025Q4: 11,662 shares; 2026Q1: 12,813 shares 12,813 $447K <0.01% +1,151 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,358 shares; 2024Q4: 18,743 shares; 2025Q1: 13,782 shares; 2025Q2: 13,181 shares; 2025Q3: 24,019 shares; 2025Q4: 24,020 shares; 2026Q1: 18,383 shares 18,383 $447K <0.01% -5,637 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,682 shares; 2025Q4: 2,772 shares; 2026Q1: 5,766 shares 5,766 $447K <0.01% +2,994 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,278 shares; 2024Q4: 21,278 shares; 2025Q1: 21,278 shares; 2025Q2: 21,278 shares; 2025Q3: 21,278 shares; 2025Q4: 21,278 shares; 2026Q1: 21,278 shares 21,278 $447K <0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,636 shares 5,636 $445K <0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,120 shares 10,120 $445K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,817 shares; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 1,127 shares 1,127 $445K <0.01% +369 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: 3,980 shares; 2024Q4: 3,714 shares; 2025Q1: 3,827 shares; 2025Q2: 4,074 shares; 2025Q3: 4,292 shares; 2025Q4: 4,310 shares; 2026Q1: 4,289 shares 4,289 $444K <0.01% -21 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,650 shares; 2025Q2: 15,650 shares; 2025Q3: 15,650 shares; 2025Q4: 16,388 shares; 2026Q1: 16,388 shares 16,388 $444K <0.01% 0 Timeline QTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,663 shares; 2026Q1: 9,783 shares 9,783 $444K <0.01% -45,880 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 7,222 shares; 2026Q1: 9,461 shares 9,461 $442K <0.01% +2,239 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: 20,930 shares; 2024Q4: 29,338 shares; 2025Q1: 25,141 shares; 2025Q2: 22,331 shares; 2025Q3: 47,586 shares; 2025Q4: 38,274 shares; 2026Q1: 25,851 shares 25,851 $441K <0.01% -12,423 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,016 shares; 2024Q4: 140,016 shares; 2025Q1: 383,082 shares; 2025Q2: 383,082 shares; 2025Q3: 383,082 shares; 2025Q4: 383,082 shares; 2026Q1: 383,082 shares 383,082 $441K <0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,810 shares; 2026Q1: 22,292 shares 22,292 $440K <0.01% +2,482 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,040 shares; 2025Q3: 2,774 shares; 2025Q4: 5,409 shares; 2026Q1: 8,857 shares 8,857 $439K <0.01% +3,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,989 shares; 2026Q1: 3,695 shares 3,695 $439K <0.01% -294 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,744 shares; 2024Q4: 68,744 shares; 2025Q1: 68,744 shares; 2025Q2: 68,744 shares; 2025Q3: 68,716 shares; 2025Q4: 68,716 shares; 2026Q1: 68,744 shares 68,744 $438K <0.01% +28 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 8,741 shares; 2025Q3: 9,247 shares; 2025Q4: 9,615 shares; 2026Q1: 12,117 shares 12,117 $438K <0.01% +2,502 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 2,838 shares; 2026Q1: 2,548 shares 2,548 $437K <0.01% -290 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,161 shares; 2024Q4: 56,161 shares; 2025Q1: 56,161 shares; 2025Q2: 56,161 shares; 2025Q3: 65,316 shares; 2025Q4: 65,316 shares; 2026Q1: 66,780 shares 66,780 $436K <0.01% +1,464 Timeline RSPS 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: 13,242 shares; 2024Q4: 16,103 shares; 2025Q1: 14,607 shares; 2025Q2: 14,747 shares; 2025Q3: 13,695 shares; 2025Q4: 13,695 shares; 2026Q1: 14,778 shares 14,778 $436K <0.01% +1,083 Timeline RSPU 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: 5,668 shares; 2024Q4: 6,536 shares; 2025Q1: 5,458 shares; 2025Q2: 5,135 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares; 2026Q1: 5,374 shares 5,374 $436K <0.01% +278 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 17,612 shares; 2025Q1: 15,426 shares; 2025Q2: 9,890 shares; 2025Q3: 9,124 shares; 2025Q4: 10,402 shares; 2026Q1: 9,287 shares 9,287 $436K <0.01% -1,115 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,394 shares; 2026Q1: 16,394 shares 16,394 $436K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $435K <0.01% new Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,265 shares 9,265 $435K <0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,638 shares; 2024Q4: 75,235 shares; 2025Q1: 66,325 shares; 2025Q2: 55,447 shares; 2025Q3: 55,490 shares; 2025Q4: 53,353 shares; 2026Q1: 52,801 shares 52,801 $435K <0.01% -552 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,458 shares; 2024Q4: 9,278 shares; 2025Q1: 9,128 shares; 2025Q2: 7,002 shares; 2025Q3: 5,536 shares; 2025Q4: 6,232 shares; 2026Q1: 8,753 shares 8,753 $432K <0.01% +2,521 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: 2,580 shares; 2024Q4: 2,576 shares; 2025Q1: 2,586 shares; 2025Q2: 2,576 shares; 2025Q3: 2,734 shares; 2025Q4: 2,766 shares; 2026Q1: 2,213 shares 2,213 $432K <0.01% -553 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 3,616 shares; 2025Q1: 3,909 shares; 2025Q2: 7,975 shares; 2025Q3: 7,748 shares; 2025Q4: 7,702 shares; 2026Q1: 1,068 shares 1,068 $432K <0.01% -6,634 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,556 shares; 2025Q4: 2,633 shares; 2026Q1: 3,438 shares 3,438 $430K <0.01% +805 Timeline SPTL 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: 11,476 shares; 2024Q4: 18,762 shares; 2025Q1: 18,982 shares; 2025Q2: 17,449 shares; 2025Q3: 96,686 shares; 2025Q4: 97,483 shares; 2026Q1: 16,320 shares 16,320 $429K <0.01% -81,163 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $427K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,863 shares; 2024Q4: 29,907 shares; 2025Q1: 17,125 shares; 2025Q2: 16,871 shares; 2025Q3: 15,939 shares; 2025Q4: 19,095 shares; 2026Q1: 18,628 shares 18,628 $427K <0.01% -467 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,590 shares; 2025Q4: 4,769 shares; 2026Q1: 5,854 shares 5,854 $426K <0.01% +1,085 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 11,416 shares; 2025Q1: not reported; 2025Q2: 52,234 shares; 2025Q3: 85,266 shares; 2025Q4: 79,087 shares; 2026Q1: 37,512 shares 37,512 $425K <0.01% -41,575 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: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 4,167 shares; 2025Q3: 6,525 shares; 2025Q4: 6,628 shares; 2026Q1: 2,149 shares 2,149 $424K <0.01% -4,479 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: not reported; 2024Q4: 27,487 shares; 2025Q1: 26,593 shares; 2025Q2: 26,548 shares; 2025Q3: 27,714 shares; 2025Q4: 27,714 shares; 2026Q1: 22,886 shares 22,886 $424K <0.01% -4,828 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,683 shares 3,683 $423K <0.01% new Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,509 shares; 2025Q4: 23,509 shares; 2026Q1: 23,380 shares 23,380 $420K <0.01% -129 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,451 shares 6,451 $420K <0.01% new Timeline KOMP 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: 38,025 shares; 2025Q4: 38,025 shares; 2026Q1: 7,177 shares 7,177 $420K <0.01% -30,848 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,349 shares; 2025Q3: 3,888 shares; 2025Q4: 4,205 shares; 2026Q1: 4,444 shares 4,444 $417K <0.01% +239 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,493 shares; 2024Q4: 86,057 shares; 2025Q1: 84,999 shares; 2025Q2: 83,570 shares; 2025Q3: 83,570 shares; 2025Q4: 83,570 shares; 2026Q1: 83,570 shares 83,570 $417K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,141 shares; 2026Q1: 14,668 shares 14,668 $416K <0.01% +527 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 7,876 shares; 2025Q1: 6,571 shares; 2025Q2: 7,183 shares; 2025Q3: 7,330 shares; 2025Q4: 7,615 shares; 2026Q1: 5,112 shares 5,112 $416K <0.01% -2,503 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,469 shares; 2025Q2: 4,901 shares; 2025Q3: 7,644 shares; 2025Q4: 7,813 shares; 2026Q1: 4,158 shares 4,158 $416K <0.01% -3,655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,548 shares; 2026Q1: 8,823 shares 8,823 $415K <0.01% +275 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,850 shares; 2026Q1: 2,788 shares 2,788 $411K <0.01% -2,062 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,952 shares; 2025Q3: 8,858 shares; 2025Q4: 8,969 shares; 2026Q1: 7,423 shares 7,423 $411K <0.01% -1,546 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 17,307 shares; 2025Q1: 22,913 shares; 2025Q2: 23,250 shares; 2025Q3: 25,465 shares; 2025Q4: 18,143 shares; 2026Q1: 12,377 shares 12,377 $411K <0.01% -5,766 Timeline EEMV 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: 3,685 shares; 2024Q4: 4,225 shares; 2025Q1: 6,349 shares; 2025Q2: 6,349 shares; 2025Q3: 6,349 shares; 2025Q4: 6,349 shares; 2026Q1: 6,334 shares 6,334 $410K <0.01% -15 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,987 shares; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 3,116 shares 3,116 $409K <0.01% +1,050 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,793 shares; 2025Q1: 7,970 shares; 2025Q2: 7,350 shares; 2025Q3: 8,134 shares; 2025Q4: 8,215 shares; 2026Q1: 10,200 shares 10,200 $407K <0.01% +1,985 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON 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: not reported; 2025Q3: 5,505 shares; 2025Q4: 5,829 shares; 2026Q1: 7,907 shares 7,907 $406K <0.01% +2,078 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 6,621 shares; 2026Q1: 11,013 shares 11,013 $406K <0.01% +4,392 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,486 shares 11,486 $403K <0.01% new Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582,538 shares; 2025Q1: 586,348 shares; 2025Q2: 370,367 shares; 2025Q3: 312,075 shares; 2025Q4: 312,075 shares; 2026Q1: 37,538 shares 37,538 $401K <0.01% -274,537 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 10,955 shares; 2025Q1: 10,417 shares; 2025Q2: 9,020 shares; 2025Q3: 9,441 shares; 2025Q4: 9,616 shares; 2026Q1: 9,784 shares 9,784 $401K <0.01% +168 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,903 shares; 2024Q4: 25,899 shares; 2025Q1: 21,397 shares; 2025Q2: 21,260 shares; 2025Q3: 20,412 shares; 2025Q4: 20,412 shares; 2026Q1: 20,445 shares 20,445 $401K <0.01% +33 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: 7,795 shares; 2024Q4: 6,111 shares; 2025Q1: 5,173 shares; 2025Q2: 6,912 shares; 2025Q3: 8,513 shares; 2025Q4: 10,135 shares; 2026Q1: 12,230 shares 12,230 $400K <0.01% +2,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares; 2026Q1: 3,025 shares 3,025 $399K <0.01% +1,189 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,118 shares 6,118 $397K <0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,066 shares; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,518 shares; 2025Q4: 3,611 shares; 2026Q1: 4,259 shares 4,259 $396K <0.01% +648 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: 8,047 shares; 2025Q4: 8,048 shares; 2026Q1: 8,061 shares 8,061 $396K <0.01% +13 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 13,312 shares; 2025Q3: 13,548 shares; 2025Q4: 14,069 shares; 2026Q1: 17,511 shares 17,511 $396K <0.01% +3,442 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,999 shares; 2025Q3: 11,310 shares; 2025Q4: 11,310 shares; 2026Q1: 8,581 shares 8,581 $395K <0.01% -2,729 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 13,949 shares; 2025Q1: 13,386 shares; 2025Q2: 13,354 shares; 2025Q3: 13,567 shares; 2025Q4: 13,567 shares; 2026Q1: 15,226 shares 15,226 $394K <0.01% +1,659 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,447 shares; 2024Q4: 9,447 shares; 2025Q1: 7,989 shares; 2025Q2: 8,005 shares; 2025Q3: 8,005 shares; 2025Q4: 8,005 shares; 2026Q1: 8,310 shares 8,310 $394K <0.01% +305 Timeline UDN 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: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares; 2026Q1: 21,818 shares 21,818 $393K <0.01% +11,161 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 9,184 shares; 2025Q4: 9,184 shares; 2026Q1: 9,184 shares 9,184 $392K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 717 shares; 2026Q1: 1,180 shares 1,180 $390K <0.01% +463 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 170 shares; 2025Q1: 192 shares; 2025Q2: 185 shares; 2025Q3: 169 shares; 2025Q4: 184 shares; 2026Q1: 206 shares 206 $390K <0.01% +22 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: 9,186 shares; 2024Q4: not reported; 2025Q1: 9,715 shares; 2025Q2: 10,643 shares; 2025Q3: 11,451 shares; 2025Q4: 11,452 shares; 2026Q1: 14,461 shares 14,461 $389K <0.01% +3,009 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: 46,570 shares; 2024Q4: 24,940 shares; 2025Q1: 23,348 shares; 2025Q2: 27,944 shares; 2025Q3: 17,771 shares; 2025Q4: 18,673 shares; 2026Q1: 25,774 shares 25,774 $388K <0.01% +7,101 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,499 shares; 2025Q4: 10,530 shares; 2026Q1: 17,755 shares 17,755 $387K <0.01% +7,225 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,892 shares; 2025Q4: 5,892 shares; 2026Q1: 5,937 shares 5,937 $387K <0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,131 shares; 2025Q4: 2,093 shares; 2026Q1: 1,551 shares 1,551 $386K <0.01% -542 Timeline EPP 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: 25,837 shares; 2024Q4: 25,190 shares; 2025Q1: 8,232 shares; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 7,332 shares; 2026Q1: 7,241 shares 7,241 $385K <0.01% -91 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,916 shares; 2025Q3: 8,522 shares; 2025Q4: 8,536 shares; 2026Q1: 9,903 shares 9,903 $384K <0.01% +1,367 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,300 shares; 2026Q1: 33,300 shares 33,300 $384K <0.01% 0 Timeline WCMI 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: 22,864 shares; 2026Q1: 22,864 shares 22,864 $383K <0.01% 0 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,582 shares; 2026Q1: 11,582 shares 11,582 $381K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 12,168 shares; 2025Q1: 12,389 shares; 2025Q2: 10,408 shares; 2025Q3: 8,410 shares; 2025Q4: 8,418 shares; 2026Q1: 5,219 shares 5,219 $380K <0.01% -3,199 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,043 shares; 2025Q2: 8,823 shares; 2025Q3: 8,501 shares; 2025Q4: 8,585 shares; 2026Q1: 9,727 shares 9,727 $380K <0.01% +1,142 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 13,017 shares; 2025Q1: 20,003 shares; 2025Q2: 15,145 shares; 2025Q3: 29,542 shares; 2025Q4: 33,667 shares; 2026Q1: 13,747 shares 13,747 $380K <0.01% -19,920 Timeline RSPR 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: 10,778 shares; 2024Q4: 10,982 shares; 2025Q1: 12,039 shares; 2025Q2: 10,979 shares; 2025Q3: 10,824 shares; 2025Q4: 10,824 shares; 2026Q1: 11,412 shares 11,412 $379K <0.01% +588 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,019 shares; 2024Q4: 23,551 shares; 2025Q1: 25,320 shares; 2025Q2: 24,577 shares; 2025Q3: 32,492 shares; 2025Q4: 32,970 shares; 2026Q1: 27,922 shares 27,922 $377K <0.01% -5,048 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 631 shares; 2025Q1: 636 shares; 2025Q2: 593 shares; 2025Q3: 750 shares; 2025Q4: 798 shares; 2026Q1: 1,153 shares 1,153 $377K <0.01% +355 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,234 shares 2,234 $377K <0.01% new Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 15,058 shares; 2025Q1: 14,626 shares; 2025Q2: 10,735 shares; 2025Q3: 10,980 shares; 2025Q4: 11,283 shares; 2026Q1: 12,897 shares 12,897 $376K <0.01% +1,614 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,373 shares; 2025Q4: 2,479 shares; 2026Q1: 2,910 shares 2,910 $376K <0.01% +431 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 807 shares; 2025Q1: 759 shares; 2025Q2: 862 shares; 2025Q3: 904 shares; 2025Q4: 935 shares; 2026Q1: 1,132 shares 1,132 $374K <0.01% +197 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,563 shares 2,563 $374K <0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,675 shares; 2025Q3: 29,421 shares; 2025Q4: 30,626 shares; 2026Q1: 30,952 shares 30,952 $373K <0.01% +326 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: not reported; 2025Q3: not reported; 2025Q4: 2,567 shares; 2026Q1: 7,570 shares 7,570 $371K <0.01% +5,003 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,187 shares; 2025Q4: 8,480 shares; 2026Q1: 7,339 shares 7,339 $369K <0.01% -1,141 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: 39,663 shares; 2024Q4: 11,250 shares; 2025Q1: 9,590 shares; 2025Q2: 2,762 shares; 2025Q3: 2,203 shares; 2025Q4: 2,258 shares; 2026Q1: 1,375 shares 1,375 $367K <0.01% -883 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: not reported; 2026Q1: 29,267 shares 29,267 $366K <0.01% new Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 6,801 shares; 2025Q3: 7,690 shares; 2025Q4: 7,941 shares; 2026Q1: 9,099 shares 9,099 $365K <0.01% +1,158 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,268 shares; 2025Q3: 9,896 shares; 2025Q4: 10,504 shares; 2026Q1: 15,690 shares 15,690 $365K <0.01% +5,186 Timeline FXI 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: 8,516 shares; 2025Q2: 13,055 shares; 2025Q3: 26,017 shares; 2025Q4: 24,776 shares; 2026Q1: 10,136 shares 10,136 $364K <0.01% -14,640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: not reported; 2025Q4: 2,218 shares; 2026Q1: 4,007 shares 4,007 $363K <0.01% +1,789 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 3,813 shares; 2025Q1: 7,014 shares; 2025Q2: not reported; 2025Q3: 4,031 shares; 2025Q4: 4,031 shares; 2026Q1: 3,830 shares 3,830 $363K <0.01% -201 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: 2,390 shares; 2024Q4: 2,502 shares; 2025Q1: 2,580 shares; 2025Q2: 2,282 shares; 2025Q3: 2,495 shares; 2025Q4: 2,522 shares; 2026Q1: 2,196 shares 2,196 $362K <0.01% -326 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS 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: 5,215 shares; 2025Q3: 5,513 shares; 2025Q4: 5,779 shares; 2026Q1: 9,483 shares 9,483 $361K <0.01% +3,704 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 2,718 shares; 2025Q1: 2,804 shares; 2025Q2: 2,362 shares; 2025Q3: 2,424 shares; 2025Q4: 2,470 shares; 2026Q1: 2,349 shares 2,349 $361K <0.01% -121 Timeline SPWO SP FUNDS TRUST More: the full row for SP 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: 11,495 shares; 2025Q4: 11,495 shares; 2026Q1: 12,762 shares 12,762 $360K <0.01% +1,267 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 1,121 shares; 2026Q1: 1,203 shares 1,203 $359K <0.01% +82 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,895 shares; 2025Q4: 4,971 shares; 2026Q1: 4,971 shares 4,971 $356K <0.01% 0 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,385 shares; 2025Q3: 275,385 shares; 2025Q4: 275,385 shares; 2026Q1: 275,385 shares 275,385 $355K <0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,084 shares 7,084 $355K <0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,357 shares; 2025Q1: 3,337 shares; 2025Q2: 3,422 shares; 2025Q3: 2,852 shares; 2025Q4: 2,875 shares; 2026Q1: 3,592 shares 3,592 $355K <0.01% +717 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $354K <0.01% new Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,161 shares 9,161 $353K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,687 shares; 2025Q2: 8,124 shares; 2025Q3: 6,301 shares; 2025Q4: 6,763 shares; 2026Q1: 7,214 shares 7,214 $352K <0.01% +451 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: not reported; 2025Q3: 5,080 shares; 2025Q4: 5,913 shares; 2026Q1: 6,018 shares 6,018 $352K <0.01% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares 3,191 $350K <0.01% new Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,383 shares; 2025Q3: 8,746 shares; 2025Q4: 9,159 shares; 2026Q1: 12,398 shares 12,398 $350K <0.01% +3,239 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: 14,304 shares; 2026Q1: 17,606 shares 17,606 $350K <0.01% +3,302 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,681 shares; 2024Q4: 118,240 shares; 2025Q1: 11,278 shares; 2025Q2: 10,225 shares; 2025Q3: 9,368 shares; 2025Q4: 9,714 shares; 2026Q1: 11,398 shares 11,398 $350K <0.01% +1,684 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: 36,050 shares; 2024Q4: 24,900 shares; 2025Q1: 29,677 shares; 2025Q2: 23,699 shares; 2025Q3: 33,412 shares; 2025Q4: 35,890 shares; 2026Q1: 15,474 shares 15,474 $348K <0.01% -20,416 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,770 shares; 2024Q4: 23,908 shares; 2025Q1: 23,908 shares; 2025Q2: 23,908 shares; 2025Q3: 31,473 shares; 2025Q4: 31,473 shares; 2026Q1: 31,473 shares 31,473 $347K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 3,011 shares; 2025Q1: 2,607 shares; 2025Q2: 2,598 shares; 2025Q3: 2,325 shares; 2025Q4: 2,351 shares; 2026Q1: 2,710 shares 2,710 $346K <0.01% +359 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,657 shares; 2025Q3: 6,863 shares; 2025Q4: 7,005 shares; 2026Q1: 5,361 shares 5,361 $346K <0.01% -1,644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,801 shares; 2025Q4: 10,801 shares; 2026Q1: 2,946 shares 2,946 $345K <0.01% -7,855 Timeline CWB 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: 11,113 shares; 2024Q4: 3,517 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares; 2026Q1: 3,768 shares 3,768 $345K <0.01% -15 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,932 shares; 2025Q1: 7,957 shares; 2025Q2: 8,025 shares; 2025Q3: 14,885 shares; 2025Q4: 15,578 shares; 2026Q1: 7,826 shares 7,826 $343K <0.01% -7,752 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 2,675 shares; 2025Q1: 2,445 shares; 2025Q2: 3,155 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,315 shares 3,315 $343K <0.01% +243 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 2,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,920 shares 2,920 $342K <0.01% new Timeline RSPM 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: 8,645 shares; 2024Q4: 10,500 shares; 2025Q1: 9,090 shares; 2025Q2: 8,128 shares; 2025Q3: 8,075 shares; 2025Q4: 8,448 shares; 2026Q1: 8,816 shares 8,816 $341K <0.01% +368 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 10,955 shares; 2025Q1: 14,473 shares; 2025Q2: 11,803 shares; 2025Q3: 10,515 shares; 2025Q4: 10,605 shares; 2026Q1: 12,765 shares 12,765 $340K <0.01% +2,160 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: not reported; 2024Q4: 4,078 shares; 2025Q1: 4,192 shares; 2025Q2: 4,355 shares; 2025Q3: 4,225 shares; 2025Q4: 4,255 shares; 2026Q1: 4,104 shares 4,104 $340K <0.01% -151 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 15,720 shares; 2025Q1: not reported; 2025Q2: 12,167 shares; 2025Q3: 13,237 shares; 2025Q4: 11,259 shares; 2026Q1: 9,835 shares 9,835 $340K <0.01% -1,424 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,102 shares 7,102 $340K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,191 shares; 2025Q1: 1,052 shares; 2025Q2: 1,129 shares; 2025Q3: 852 shares; 2025Q4: 804 shares; 2026Q1: 926 shares 926 $337K <0.01% +122 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares; 2026Q1: 2,895 shares 2,895 $336K <0.01% +9 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,428 shares 11,428 $336K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,776 shares; 2024Q4: 35,746 shares; 2025Q1: 35,043 shares; 2025Q2: 36,780 shares; 2025Q3: 57,847 shares; 2025Q4: 64,017 shares; 2026Q1: 66,573 shares 66,573 $335K <0.01% +2,556 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 7,652 shares; 2026Q1: 3,571 shares 3,571 $334K <0.01% -4,081 Timeline BNDW 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: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,252 shares; 2025Q2: 5,252 shares; 2025Q3: 5,252 shares; 2025Q4: 5,252 shares; 2026Q1: 4,881 shares 4,881 $334K <0.01% -371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 1,770 shares; 2026Q1: 1,634 shares 1,634 $332K <0.01% -136 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 17,893 shares; 2025Q1: 17,663 shares; 2025Q2: 17,268 shares; 2025Q3: 17,596 shares; 2025Q4: 18,038 shares; 2026Q1: 21,983 shares 21,983 $332K <0.01% +3,945 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: 5,313 shares; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: 9,202 shares; 2025Q3: 7,066 shares; 2025Q4: 7,082 shares; 2026Q1: 7,085 shares 7,085 $329K <0.01% +3 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,624 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,688 shares; 2026Q1: 21,826 shares 21,826 $328K <0.01% -5,862 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: 10,591 shares; 2024Q4: 8,349 shares; 2025Q1: 8,264 shares; 2025Q2: 9,599 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,330 shares 9,330 $328K <0.01% new Timeline RSPG 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: 3,041 shares; 2024Q4: 3,579 shares; 2025Q1: 3,065 shares; 2025Q2: 2,876 shares; 2025Q3: 2,853 shares; 2025Q4: 2,853 shares; 2026Q1: 2,992 shares 2,992 $328K <0.01% +139 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,277 shares; 2025Q3: 9,341 shares; 2025Q4: 9,341 shares; 2026Q1: 7,056 shares 7,056 $325K <0.01% -2,285 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares; 2026Q1: 1,643 shares 1,643 $325K <0.01% +1 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,985 shares; 2025Q4: 3,290 shares; 2026Q1: 2,402 shares 2,402 $325K <0.01% -888 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 2,891 shares; 2025Q1: 2,888 shares; 2025Q2: 2,949 shares; 2025Q3: 2,984 shares; 2025Q4: 3,056 shares; 2026Q1: 1,994 shares 1,994 $324K <0.01% -1,062 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,553 shares; 2026Q1: 1,980 shares 1,980 $324K <0.01% +427 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,187 shares; 2025Q3: 8,989 shares; 2025Q4: 9,418 shares; 2026Q1: 12,211 shares 12,211 $324K <0.01% +2,793 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,139 shares; 2025Q4: 30,060 shares; 2026Q1: 22,402 shares 22,402 $323K <0.01% -7,658 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,719 shares 5,719 $323K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,092 shares 20,092 $323K <0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 6,986 shares; 2025Q4: 6,986 shares; 2026Q1: 6,518 shares 6,518 $322K <0.01% -468 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 13,924 shares; 2025Q1: 13,924 shares; 2025Q2: 13,924 shares; 2025Q3: 13,925 shares; 2025Q4: 13,925 shares; 2026Q1: 13,079 shares 13,079 $321K <0.01% -846 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,850 shares 1,850 $321K <0.01% +712 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares; 2026Q1: 6,729 shares 6,729 $321K <0.01% -3,456 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,637 shares 4,637 $321K <0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $320K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 7,621 shares; 2025Q2: 7,044 shares; 2025Q3: 6,682 shares; 2025Q4: 6,754 shares; 2026Q1: 4,286 shares 4,286 $319K <0.01% -2,468 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,862 shares; 2025Q4: 14,545 shares; 2026Q1: 24,892 shares 24,892 $318K <0.01% +10,347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,594 shares; 2026Q1: 1,924 shares 1,924 $318K <0.01% +330 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: not reported; 2025Q1: 3,688 shares; 2025Q2: 3,684 shares; 2025Q3: 1,610 shares; 2025Q4: 1,617 shares; 2026Q1: 1,155 shares 1,155 $317K <0.01% -462 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,656 shares 7,656 $316K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 5,607 shares; 2025Q3: 4,855 shares; 2025Q4: 5,237 shares; 2026Q1: 3,668 shares 3,668 $316K <0.01% -1,569 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,945 shares 5,945 $316K <0.01% new Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,833 shares; 2025Q1: 6,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,628 shares 11,628 $314K <0.01% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,828 shares 4,828 $314K <0.01% +578 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,667 shares; 2025Q1: 17,567 shares; 2025Q2: 17,567 shares; 2025Q3: 12,667 shares; 2025Q4: 12,667 shares; 2026Q1: 12,667 shares 12,667 $314K <0.01% 0 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,300 shares 7,300 $312K <0.01% new Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,570 shares 10,570 $311K <0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,732 shares; 2025Q4: 3,039 shares; 2026Q1: 2,431 shares 2,431 $310K <0.01% -608 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,992 shares; 2025Q2: 4,380 shares; 2025Q3: 8,005 shares; 2025Q4: 7,610 shares; 2026Q1: 3,118 shares 3,118 $310K <0.01% -4,492 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,170 shares; 2025Q4: 2,247 shares; 2026Q1: 2,686 shares 2,686 $310K <0.01% +439 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 12,312 shares; 2025Q4: 11,698 shares; 2026Q1: 14,094 shares 14,094 $308K <0.01% +2,396 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: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 3,133 shares; 2025Q3: 5,992 shares; 2025Q4: 5,730 shares; 2026Q1: 2,993 shares 2,993 $307K <0.01% -2,737 Timeline NULV 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: 275,677 shares; 2024Q4: 316,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,911 shares; 2026Q1: 6,751 shares 6,751 $307K <0.01% -160 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,013 shares 4,013 $306K <0.01% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,753 shares; 2024Q4: 23,753 shares; 2025Q1: 23,753 shares; 2025Q2: 23,753 shares; 2025Q3: 23,753 shares; 2025Q4: 23,753 shares; 2026Q1: 23,753 shares 23,753 $305K <0.01% 0 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 6,345 shares; 2025Q1: 6,015 shares; 2025Q2: 4,336 shares; 2025Q3: 4,490 shares; 2025Q4: 4,645 shares; 2026Q1: 5,771 shares 5,771 $305K <0.01% +1,126 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,886 shares 4,886 $305K <0.01% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,886 shares 10,886 $304K <0.01% new Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,740 shares; 2024Q4: 46,740 shares; 2025Q1: 46,740 shares; 2025Q2: 47,241 shares; 2025Q3: 46,724 shares; 2025Q4: 46,724 shares; 2026Q1: 44,740 shares 44,740 $304K <0.01% -1,984 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: 11,241 shares; 2025Q4: 11,241 shares; 2026Q1: 16,154 shares 16,154 $303K <0.01% +4,913 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,453 shares; 2025Q1: 8,532 shares; 2025Q2: 8,532 shares; 2025Q3: 5,328 shares; 2025Q4: 5,339 shares; 2026Q1: 5,904 shares 5,904 $302K <0.01% +565 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,545 shares; 2025Q3: 14,518 shares; 2025Q4: 14,920 shares; 2026Q1: 18,523 shares 18,523 $302K <0.01% +3,603 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 4,977 shares; 2025Q1: 8,229 shares; 2025Q2: 6,678 shares; 2025Q3: 6,351 shares; 2025Q4: 6,372 shares; 2026Q1: 6,090 shares 6,090 $301K <0.01% -282 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 6,344 shares 6,344 $301K <0.01% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $301K <0.01% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,617 shares; 2025Q1: 3,687 shares; 2025Q2: 3,912 shares; 2025Q3: 3,696 shares; 2025Q4: 3,836 shares; 2026Q1: 4,360 shares 4,360 $301K <0.01% +524 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 6,742 shares 6,742 $300K <0.01% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,911 shares; 2025Q2: 3,052 shares; 2025Q3: 3,008 shares; 2025Q4: 2,942 shares; 2026Q1: 2,849 shares 2,849 $298K <0.01% -93 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 4,626 shares; 2025Q4: 4,857 shares; 2026Q1: 6,325 shares 6,325 $298K <0.01% +1,468 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 4,145 shares 4,145 $297K <0.01% -840 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,103 shares 3,103 $297K <0.01% new Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,201 shares; 2025Q4: 60,201 shares; 2026Q1: 60,257 shares 60,257 $295K <0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,081 shares; 2025Q4: 8,274 shares; 2026Q1: 6,833 shares 6,833 $295K <0.01% -1,441 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,835 shares; 2026Q1: 12,657 shares 12,657 $295K <0.01% +1,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,861 shares 3,861 $295K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares 1,541 $294K <0.01% new Timeline FLOT 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: 6,907 shares; 2024Q4: not reported; 2025Q1: 15,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,767 shares 5,767 $294K <0.01% new Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 25,371 shares; 2025Q1: 25,471 shares; 2025Q2: 25,471 shares; 2025Q3: 25,170 shares; 2025Q4: 25,170 shares; 2026Q1: 25,180 shares 25,180 $294K <0.01% +10 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,849 shares; 2025Q2: 11,784 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,116 shares 7,116 $294K <0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684 $293K <0.01% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,367 shares; 2025Q1: 2,301 shares; 2025Q2: 2,333 shares; 2025Q3: 2,356 shares; 2025Q4: 2,413 shares; 2026Q1: 2,802 shares 2,802 $292K <0.01% +389 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,371 shares; 2025Q3: 2,518 shares; 2025Q4: 2,672 shares; 2026Q1: 3,255 shares 3,255 $292K <0.01% +583 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: not reported; 2024Q4: not reported; 2025Q1: 4,686 shares; 2025Q2: 4,676 shares; 2025Q3: 8,857 shares; 2025Q4: 8,278 shares; 2026Q1: 3,542 shares 3,542 $292K <0.01% -4,736 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,864 shares; 2024Q4: 324,020 shares; 2025Q1: 323,986 shares; 2025Q2: 351,497 shares; 2025Q3: 28,024 shares; 2025Q4: 28,703 shares; 2026Q1: 34,197 shares 34,197 $291K <0.01% +5,494 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,375 shares; 2025Q1: 4,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,272 shares; 2026Q1: 6,528 shares 6,528 $290K <0.01% +1,256 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 835 shares 835 $288K <0.01% -15 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,240 shares 6,240 $288K <0.01% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,897 shares; 2025Q1: 2,839 shares; 2025Q2: 3,488 shares; 2025Q3: 3,586 shares; 2025Q4: 3,778 shares; 2026Q1: 4,853 shares 4,853 $288K <0.01% +1,075 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,242 shares; 2025Q1: 1,243 shares; 2025Q2: 1,245 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,251 shares 1,251 $287K <0.01% -45 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,928 shares; 2025Q2: 5,194 shares; 2025Q3: 4,716 shares; 2025Q4: 5,338 shares; 2026Q1: 5,321 shares 5,321 $287K <0.01% -17 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,954 shares; 2025Q1: 2,641 shares; 2025Q2: 2,785 shares; 2025Q3: 2,602 shares; 2025Q4: 2,780 shares; 2026Q1: 2,904 shares 2,904 $286K <0.01% +124 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 6,850 shares 6,850 $286K <0.01% +1,000 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,732 shares; 2024Q4: 20,732 shares; 2025Q1: 20,732 shares; 2025Q2: 20,732 shares; 2025Q3: 20,732 shares; 2025Q4: 20,732 shares; 2026Q1: 20,732 shares 20,732 $286K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,897 shares 2,897 $285K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,742 shares 11,742 $285K <0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,325 shares 4,325 $285K <0.01% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 8,360 shares; 2025Q1: 8,152 shares; 2025Q2: 8,960 shares; 2025Q3: 9,090 shares; 2025Q4: 9,460 shares; 2026Q1: 11,963 shares 11,963 $283K <0.01% +2,503 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 12,521 shares; 2025Q1: 12,521 shares; 2025Q2: 12,637 shares; 2025Q3: 12,579 shares; 2025Q4: 145,356 shares; 2026Q1: 13,145 shares 13,145 $282K <0.01% -132,211 Timeline FIIG 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: 13,350 shares; 2026Q1: 13,506 shares 13,506 $280K <0.01% +156 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,138 shares 12,138 $280K <0.01% new Timeline COM 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: 35,435 shares; 2025Q1: 29,908 shares; 2025Q2: 20,365 shares; 2025Q3: 14,236 shares; 2025Q4: 14,236 shares; 2026Q1: 8,310 shares 8,310 $279K <0.01% -5,926 Timeline IXJ 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: 4,000 shares; 2024Q4: 4,004 shares; 2025Q1: 2,699 shares; 2025Q2: 2,616 shares; 2025Q3: 2,885 shares; 2025Q4: 2,895 shares; 2026Q1: 2,974 shares 2,974 $278K <0.01% +79 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB 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: 17,491 shares; 2026Q1: 17,491 shares 17,491 $278K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,598 shares 4,598 $277K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS 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: 2,490 shares; 2025Q4: 2,497 shares; 2026Q1: 2,594 shares 2,594 $277K <0.01% +97 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,457 shares; 2026Q1: 1,350 shares 1,350 $276K <0.01% -107 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 15,054 shares; 2025Q1: 15,054 shares; 2025Q2: 15,054 shares; 2025Q3: 15,109 shares; 2025Q4: 15,109 shares; 2026Q1: 15,054 shares 15,054 $276K <0.01% -55 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,617 shares 20,617 $274K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 3,903 shares; 2025Q1: 2,527 shares; 2025Q2: 2,626 shares; 2025Q3: 2,690 shares; 2025Q4: 2,689 shares; 2026Q1: 1,995 shares 1,995 $274K <0.01% -694 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,932 shares; 2025Q3: 14,808 shares; 2025Q4: 14,792 shares; 2026Q1: 12,352 shares 12,352 $273K <0.01% -2,440 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,732 shares 6,732 $273K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 3,033 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares 2,884 $273K <0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is 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: 99,139 shares 99,139 $272K <0.01% new Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $271K <0.01% new Timeline FSMD 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: not reported; 2026Q1: 6,050 shares 6,050 $271K <0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares 1,350 $270K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,340 shares 7,340 $270K <0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,512 shares; 2025Q4: 5,740 shares; 2026Q1: 6,310 shares 6,310 $269K <0.01% +570 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: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares 3,492 $269K <0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,775 shares; 2025Q3: 15,150 shares; 2025Q4: 15,499 shares; 2026Q1: 20,847 shares 20,847 $269K <0.01% +5,348 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,718 shares; 2025Q4: 5,522 shares; 2026Q1: 5,385 shares 5,385 $268K <0.01% -137 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,574 shares; 2025Q3: 6,312 shares; 2025Q4: 6,397 shares; 2026Q1: 4,566 shares 4,566 $267K <0.01% -1,831 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,216 shares; 2025Q2: 3,216 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,216 shares 3,216 $266K <0.01% -120 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $266K <0.01% new Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares; 2026Q1: 4,265 shares 4,265 $266K <0.01% +1 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: 4,207 shares; 2024Q4: 4,054 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,487 shares 4,487 $265K <0.01% new Timeline DFAX 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: 8,401 shares; 2025Q3: 8,012 shares; 2025Q4: 8,012 shares; 2026Q1: 7,811 shares 7,811 $265K <0.01% -201 Timeline IYC 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: 2,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,541 shares; 2026Q1: 2,733 shares 2,733 $265K <0.01% +192 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,856 shares; 2025Q1: 3,922 shares; 2025Q2: 3,928 shares; 2025Q3: 3,452 shares; 2025Q4: 3,460 shares; 2026Q1: 3,206 shares 3,206 $265K <0.01% -254 Timeline