VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,205 shares; 2025Q2: 80 shares; 2025Q3: 3,878 shares; 2025Q4: 10,185 shares; 2026Q1: 11,036 shares 11,036 $491K <0.01% +851 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,244 shares; 2025Q2: 2,831 shares; 2025Q3: 3,417 shares; 2025Q4: 3,704 shares; 2026Q1: 4,343 shares 4,343 $488K <0.01% +639 Timeline PAMT PAMT CORP More: the full row for PAMT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,470 shares; 2025Q1: 57,470 shares; 2025Q2: 57,470 shares; 2025Q3: 57,470 shares; 2025Q4: 57,470 shares; 2026Q1: 57,476 shares 57,476 $486K <0.01% +6 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 4,937 shares; 2025Q1: 4,960 shares; 2025Q2: 4,729 shares; 2025Q3: 4,765 shares; 2025Q4: 8,823 shares; 2026Q1: 6,772 shares 6,772 $482K <0.01% -2,051 Timeline IOCT 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: 2,336 shares; 2025Q1: 14,754 shares; 2025Q2: 14,754 shares; 2025Q3: 13,748 shares; 2025Q4: 13,748 shares; 2026Q1: 13,748 shares 13,748 $482K <0.01% 0 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: 6,023 shares; 2024Q4: 5,958 shares; 2025Q1: 5,956 shares; 2025Q2: 6,712 shares; 2025Q3: 7,240 shares; 2025Q4: 7,062 shares; 2026Q1: 7,274 shares 7,274 $481K <0.01% +212 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,896 shares; 2024Q4: 22,442 shares; 2025Q1: 23,597 shares; 2025Q2: 25,733 shares; 2025Q3: 23,486 shares; 2025Q4: 24,698 shares; 2026Q1: 30,213 shares 30,213 $481K <0.01% +5,515 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 1,419 shares; 2025Q2: 1,429 shares; 2025Q3: 1,452 shares; 2025Q4: 1,476 shares; 2026Q1: 4,791 shares 4,791 $478K <0.01% +3,315 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: 2,455 shares; 2025Q2: 2,432 shares; 2025Q3: 2,963 shares; 2025Q4: 3,092 shares; 2026Q1: 6,166 shares 6,166 $478K <0.01% +3,074 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: 123 shares; 2025Q1: 119 shares; 2025Q2: 398 shares; 2025Q3: 710 shares; 2025Q4: 976 shares; 2026Q1: 8,839 shares 8,839 $476K <0.01% +7,863 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: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,089 shares; 2025Q2: 1,171 shares; 2025Q3: 1,116 shares; 2025Q4: 1,120 shares; 2026Q1: 1,633 shares 1,633 $475K <0.01% +513 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: 7,812 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,816 shares; 2025Q3: 8,978 shares; 2025Q4: 9,185 shares; 2026Q1: 9,622 shares 9,622 $471K <0.01% +437 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 31 shares; 2025Q4: 96 shares; 2026Q1: 11,038 shares 11,038 $468K <0.01% +10,942 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 3,327 shares; 2025Q2: 3,753 shares; 2025Q3: 3,360 shares; 2025Q4: 3,362 shares; 2026Q1: 10,211 shares 10,211 $468K <0.01% +6,849 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 67,510 shares; 2025Q2: 61,112 shares; 2025Q3: 12,932 shares; 2025Q4: 10,769 shares; 2026Q1: 11,154 shares 11,154 $467K <0.01% +385 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,012 shares; 2025Q2: 1,141 shares; 2025Q3: 989 shares; 2025Q4: 1,009 shares; 2026Q1: 14,209 shares 14,209 $467K <0.01% +13,200 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,562 shares; 2024Q4: 17,126 shares; 2025Q1: 16,784 shares; 2025Q2: 19,322 shares; 2025Q3: 15,496 shares; 2025Q4: 15,300 shares; 2026Q1: 11,124 shares 11,124 $466K <0.01% -4,176 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 18,421 shares; 2026Q1: 16,848 shares 16,848 $464K <0.01% -1,573 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: 3,183 shares; 2024Q4: 2,770 shares; 2025Q1: 2,714 shares; 2025Q2: 2,772 shares; 2025Q3: 2,669 shares; 2025Q4: 2,741 shares; 2026Q1: 4,236 shares 4,236 $464K <0.01% +1,495 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 24,201 shares; 2025Q1: 10,889 shares; 2025Q2: 15,178 shares; 2025Q3: 15,178 shares; 2025Q4: 11,845 shares; 2026Q1: 11,714 shares 11,714 $462K <0.01% -131 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 158 shares; 2025Q2: 196 shares; 2025Q3: 339 shares; 2025Q4: 371 shares; 2026Q1: 422 shares 422 $461K <0.01% +51 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 23,355 shares; 2025Q1: 22,424 shares; 2025Q2: 22,921 shares; 2025Q3: 23,475 shares; 2025Q4: 24,771 shares; 2026Q1: 24,482 shares 24,482 $461K <0.01% -289 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP 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: 17,687 shares; 2026Q1: 17,689 shares 17,689 $460K <0.01% +2 Timeline EMXF 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: 7,101 shares; 2025Q1: 7,635 shares; 2025Q2: 7,416 shares; 2025Q3: 7,864 shares; 2025Q4: 8,340 shares; 2026Q1: 9,600 shares 9,600 $459K <0.01% +1,260 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 153 shares; 2025Q2: 174 shares; 2025Q3: 263 shares; 2025Q4: 265 shares; 2026Q1: 1,879 shares 1,879 $459K <0.01% +1,614 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: 12,365 shares; 2024Q4: 12,488 shares; 2025Q1: 13,229 shares; 2025Q2: 12,619 shares; 2025Q3: 12,391 shares; 2025Q4: 12,240 shares; 2026Q1: 12,250 shares 12,250 $459K <0.01% +10 Timeline BBHY 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: 12,522 shares; 2025Q1: 11,522 shares; 2025Q2: 10,422 shares; 2025Q3: 10,322 shares; 2025Q4: 10,222 shares; 2026Q1: 10,002 shares 10,002 $458K <0.01% -220 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 297 shares; 2025Q1: 294 shares; 2025Q2: 651 shares; 2025Q3: 5,978 shares; 2025Q4: 5,963 shares; 2026Q1: 6,063 shares 6,063 $458K <0.01% +100 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,237 shares; 2025Q1: 1,119 shares; 2025Q2: 1,244 shares; 2025Q3: 1,166 shares; 2025Q4: 1,146 shares; 2026Q1: 3,431 shares 3,431 $457K <0.01% +2,285 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 850 shares; 2025Q2: 956 shares; 2025Q3: 1,057 shares; 2025Q4: 1,103 shares; 2026Q1: 1,987 shares 1,987 $457K <0.01% +884 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: 9,017 shares; 2024Q4: 8,697 shares; 2025Q1: 8,592 shares; 2025Q2: 8,099 shares; 2025Q3: 7,817 shares; 2025Q4: 9,633 shares; 2026Q1: 8,527 shares 8,527 $455K <0.01% -1,106 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: 5,270 shares; 2024Q4: 4,626 shares; 2025Q1: 4,506 shares; 2025Q2: 4,850 shares; 2025Q3: 5,751 shares; 2025Q4: 5,574 shares; 2026Q1: 6,962 shares 6,962 $455K <0.01% +1,388 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,135 shares; 2025Q1: 3,219 shares; 2025Q2: 3,408 shares; 2025Q3: 2,780 shares; 2025Q4: 2,845 shares; 2026Q1: 3,846 shares 3,846 $454K <0.01% +1,001 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 38,900 shares 38,900 $453K <0.01% +30,000 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 17,645 shares 17,645 $450K <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: not reported; 2024Q4: 803 shares; 2025Q1: 4,202 shares; 2025Q2: 4,182 shares; 2025Q3: 4,574 shares; 2025Q4: 4,805 shares; 2026Q1: 4,574 shares 4,574 $447K <0.01% -231 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,394 shares; 2025Q1: 1,373 shares; 2025Q2: 1,403 shares; 2025Q3: 1,375 shares; 2025Q4: 1,639 shares; 2026Q1: 4,196 shares 4,196 $446K <0.01% +2,557 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 2,456 shares; 2025Q1: 2,451 shares; 2025Q2: 2,428 shares; 2025Q3: 3,363 shares; 2025Q4: 3,527 shares; 2026Q1: 3,415 shares 3,415 $444K <0.01% -112 Timeline JCPB 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: 5,500 shares; 2025Q4: 8,650 shares; 2026Q1: 9,402 shares 9,402 $443K <0.01% +752 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,615 shares; 2025Q1: 5,699 shares; 2025Q2: 5,624 shares; 2025Q3: 5,614 shares; 2025Q4: 5,697 shares; 2026Q1: 19,430 shares 19,430 $442K <0.01% +13,733 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 906 shares; 2025Q3: 860 shares; 2025Q4: 1,194 shares; 2026Q1: 4,142 shares 4,142 $442K <0.01% +2,948 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: not reported; 2024Q4: 18,242 shares; 2025Q1: 18,360 shares; 2025Q2: 18,544 shares; 2025Q3: 18,728 shares; 2025Q4: 23,182 shares; 2026Q1: 19,831 shares 19,831 $442K <0.01% -3,351 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,343 shares; 2026Q1: 8,349 shares 8,349 $441K <0.01% -1,994 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,083 shares; 2025Q1: 4,083 shares; 2025Q2: 4,068 shares; 2025Q3: 4,103 shares; 2025Q4: 4,110 shares; 2026Q1: 4,031 shares 4,031 $441K <0.01% -79 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: 1,758 shares; 2025Q2: 1,842 shares; 2025Q3: 1,972 shares; 2025Q4: 2,021 shares; 2026Q1: 4,780 shares 4,780 $440K <0.01% +2,759 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,059 shares; 2025Q1: 1,061 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,060 shares; 2026Q1: 1,099 shares 1,099 $439K <0.01% +39 Timeline SHM 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: 71,767 shares; 2025Q1: 73,451 shares; 2025Q2: 10,646 shares; 2025Q3: 10,424 shares; 2025Q4: 10,966 shares; 2026Q1: 9,141 shares 9,141 $437K <0.01% -1,825 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,915 shares; 2025Q3: 2,900 shares; 2025Q4: 2,903 shares; 2026Q1: 2,900 shares 2,900 $431K <0.01% -3 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 8,223 shares; 2025Q1: 8,011 shares; 2025Q2: 9,943 shares; 2025Q3: 7,833 shares; 2025Q4: 8,889 shares; 2026Q1: 12,510 shares 12,510 $431K <0.01% +3,621 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: not reported; 2024Q4: 13,415 shares; 2025Q1: 12,300 shares; 2025Q2: 11,151 shares; 2025Q3: 12,022 shares; 2025Q4: 11,888 shares; 2026Q1: 11,688 shares 11,688 $431K <0.01% -200 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 2,925 shares; 2025Q1: 2,426 shares; 2025Q2: 2,660 shares; 2025Q3: 2,330 shares; 2025Q4: 2,360 shares; 2026Q1: 3,860 shares 3,860 $430K <0.01% +1,500 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: 3,846 shares; 2025Q1: 5,205 shares; 2025Q2: 6,485 shares; 2025Q3: 6,434 shares; 2025Q4: 10,224 shares; 2026Q1: 9,870 shares 9,870 $430K <0.01% -354 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: not reported; 2024Q4: 1,754 shares; 2025Q1: 1,700 shares; 2025Q2: 2,500 shares; 2025Q3: 2,598 shares; 2025Q4: 9,033 shares; 2026Q1: 10,736 shares 10,736 $428K <0.01% +1,703 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 29 shares; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 716 shares; 2025Q4: 608 shares; 2026Q1: 786 shares 786 $427K <0.01% +178 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: 26,559 shares; 2024Q4: 27,717 shares; 2025Q1: 27,820 shares; 2025Q2: 28,507 shares; 2025Q3: 32,590 shares; 2025Q4: 30,331 shares; 2026Q1: 31,574 shares 31,574 $427K <0.01% +1,243 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 3,241 shares; 2025Q2: 3,336 shares; 2025Q3: 4,430 shares; 2025Q4: 4,398 shares; 2026Q1: 5,651 shares 5,651 $426K <0.01% +1,253 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: 3,859 shares; 2025Q4: 3,832 shares; 2026Q1: 3,832 shares 3,832 $426K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 2,959 shares; 2025Q1: 2,923 shares; 2025Q2: 2,796 shares; 2025Q3: 2,579 shares; 2025Q4: 2,711 shares; 2026Q1: 6,623 shares 6,623 $425K <0.01% +3,912 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76 shares; 2025Q1: 93 shares; 2025Q2: 206 shares; 2025Q3: 223 shares; 2025Q4: 825 shares; 2026Q1: 5,747 shares 5,747 $425K <0.01% +4,922 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,906 shares; 2025Q1: 5,781 shares; 2025Q2: 5,753 shares; 2025Q3: 5,766 shares; 2025Q4: 6,077 shares; 2026Q1: 6,498 shares 6,498 $423K <0.01% +421 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 599 shares; 2025Q3: 551 shares; 2025Q4: 3,485 shares; 2026Q1: 4,736 shares 4,736 $419K <0.01% +1,251 Timeline CWI 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: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 11,426 shares; 2026Q1: 11,426 shares 11,426 $418K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 7,065 shares; 2025Q4: 7,736 shares; 2026Q1: 10,211 shares 10,211 $417K <0.01% +2,475 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: 5,023 shares; 2024Q4: 6,580 shares; 2025Q1: 6,645 shares; 2025Q2: 23,821 shares; 2025Q3: 23,632 shares; 2025Q4: 7,034 shares; 2026Q1: 8,827 shares 8,827 $414K <0.01% +1,793 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,023 shares; 2025Q1: 5,010 shares; 2025Q2: 5,365 shares; 2025Q3: 5,356 shares; 2025Q4: 5,682 shares; 2026Q1: 7,974 shares 7,974 $414K <0.01% +2,292 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: 2,802 shares; 2025Q2: 2,118 shares; 2025Q3: 1,802 shares; 2025Q4: 1,193 shares; 2026Q1: 13,452 shares 13,452 $413K <0.01% +12,259 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,405 shares; 2025Q1: 8,508 shares; 2025Q2: 8,514 shares; 2025Q3: 8,350 shares; 2025Q4: 9,163 shares; 2026Q1: 9,825 shares 9,825 $413K <0.01% +662 Timeline TPZ 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: 21,870 shares; 2025Q1: 22,077 shares; 2025Q2: 22,410 shares; 2025Q3: 22,496 shares; 2025Q4: 18,677 shares; 2026Q1: 18,811 shares 18,811 $412K <0.01% +134 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: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 2,775 shares; 2025Q3: 11,939 shares; 2025Q4: 11,898 shares; 2026Q1: 11,196 shares 11,196 $410K <0.01% -702 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 202 shares; 2025Q2: 394 shares; 2025Q3: 441 shares; 2025Q4: 1,099 shares; 2026Q1: 8,477 shares 8,477 $407K <0.01% +7,378 Timeline ABM ABM INDS INC More: the full row for ABM 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: 38 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,545 shares 10,545 $406K <0.01% +545 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,923 shares; 2025Q4: 14,923 shares; 2026Q1: 14,923 shares 14,923 $405K <0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 8,856 shares; 2026Q1: 9,987 shares 9,987 $405K <0.01% +1,131 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 281 shares; 2025Q2: 474 shares; 2025Q3: 444 shares; 2025Q4: 424 shares; 2026Q1: 1,329 shares 1,329 $404K <0.01% +905 Timeline LRGF 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: 4,594 shares; 2024Q4: 4,639 shares; 2025Q1: 4,568 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares; 2026Q1: 6,108 shares 6,108 $403K <0.01% +1,625 Timeline 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: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: 4,702 shares; 2025Q2: 15,418 shares; 2025Q3: 15,576 shares; 2025Q4: 17,419 shares; 2026Q1: 17,908 shares 17,908 $403K <0.01% +489 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,582 shares; 2025Q3: 11,617 shares; 2025Q4: 15,508 shares; 2026Q1: 24,327 shares 24,327 $402K <0.01% +8,819 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,078 shares; 2025Q1: 1,020 shares; 2025Q2: 1,024 shares; 2025Q3: 676 shares; 2025Q4: 483 shares; 2026Q1: 9,661 shares 9,661 $402K <0.01% +9,178 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 4,828 shares; 2025Q2: 5,412 shares; 2025Q3: 5,409 shares; 2025Q4: 5,798 shares; 2026Q1: 6,087 shares 6,087 $401K <0.01% +289 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: 444 shares; 2025Q1: 447 shares; 2025Q2: 488 shares; 2025Q3: 449 shares; 2025Q4: 447 shares; 2026Q1: 1,209 shares 1,209 $400K <0.01% +762 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 3,688 shares; 2025Q1: 3,696 shares; 2025Q2: 4,250 shares; 2025Q3: 4,803 shares; 2025Q4: 4,818 shares; 2026Q1: 4,724 shares 4,724 $400K <0.01% -94 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 5,338 shares 5,338 $399K <0.01% +5,250 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 17,097 shares; 2025Q1: 17,096 shares; 2025Q2: 19,063 shares; 2025Q3: 24,190 shares; 2025Q4: 23,258 shares; 2026Q1: 22,122 shares 22,122 $399K <0.01% -1,136 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: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,596 shares; 2025Q2: 1,934 shares; 2025Q3: 1,542 shares; 2025Q4: 1,647 shares; 2026Q1: 7,037 shares 7,037 $398K <0.01% +5,390 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 360 shares; 2025Q2: 516 shares; 2025Q3: 431 shares; 2025Q4: 469 shares; 2026Q1: 3,140 shares 3,140 $398K <0.01% +2,671 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 1,074 shares; 2025Q2: 2,164 shares; 2025Q3: 6,495 shares; 2025Q4: 5,558 shares; 2026Q1: 5,729 shares 5,729 $397K <0.01% +171 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,209 shares; 2025Q2: 2,134 shares; 2025Q3: 1,840 shares; 2025Q4: 1,774 shares; 2026Q1: 9,326 shares 9,326 $396K <0.01% +7,552 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,187 shares; 2025Q1: 12,192 shares; 2025Q2: 12,287 shares; 2025Q3: 12,252 shares; 2025Q4: 8,357 shares; 2026Q1: 16,286 shares 16,286 $394K <0.01% +7,929 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: 4,385 shares; 2024Q4: 4,096 shares; 2025Q1: 2,614 shares; 2025Q2: 2,073 shares; 2025Q3: 1,962 shares; 2025Q4: 1,672 shares; 2026Q1: 1,681 shares 1,681 $393K <0.01% +9 Timeline XSW 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,673 shares; 2025Q4: 4,248 shares; 2026Q1: 2,750 shares 2,750 $391K <0.01% -1,498 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,313 shares; 2025Q1: 10,516 shares; 2025Q2: 10,517 shares; 2025Q3: 9,963 shares; 2025Q4: 9,860 shares; 2026Q1: 11,572 shares 11,572 $390K <0.01% +1,712 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,222 shares; 2025Q2: 2,475 shares; 2025Q3: 1,658 shares; 2025Q4: 1,753 shares; 2026Q1: 10,432 shares 10,432 $389K <0.01% +8,679 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,660 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 7,410 shares; 2025Q4: 8,663 shares; 2026Q1: 13,050 shares 13,050 $388K <0.01% +4,387 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,332 shares; 2025Q1: 5,332 shares; 2025Q2: 7,982 shares; 2025Q3: 10,432 shares; 2025Q4: 95,676 shares; 2026Q1: 15,872 shares 15,872 $387K <0.01% -79,804 Timeline ENFR 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: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 11,550 shares; 2025Q3: 11,587 shares; 2025Q4: 10,979 shares; 2026Q1: 10,102 shares 10,102 $386K <0.01% -877 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: not reported; 2024Q4: 3,953 shares; 2025Q1: 4,146 shares; 2025Q2: 4,261 shares; 2025Q3: 7,593 shares; 2025Q4: 8,276 shares; 2026Q1: 8,282 shares 8,282 $384K <0.01% +6 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,493 shares; 2025Q1: 3,494 shares; 2025Q2: 5,144 shares; 2025Q3: 3,383 shares; 2025Q4: 4,723 shares; 2026Q1: 5,087 shares 5,087 $383K <0.01% +364 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,412 shares; 2025Q1: 19,322 shares; 2025Q2: 19,322 shares; 2025Q3: 9,888 shares; 2025Q4: 9,838 shares; 2026Q1: 9,838 shares 9,838 $383K <0.01% 0 Timeline IEUR 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: 318 shares; 2025Q1: 4,178 shares; 2025Q2: 4,151 shares; 2025Q3: 4,151 shares; 2025Q4: 5,358 shares; 2026Q1: 5,450 shares 5,450 $383K <0.01% +92 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,720 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,980 shares; 2026Q1: 12,980 shares 12,980 $383K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 58,452 shares; 2025Q1: 54,518 shares; 2025Q2: 53,268 shares; 2025Q3: 19,398 shares; 2025Q4: 16,627 shares; 2026Q1: 17,018 shares 17,018 $383K <0.01% +391 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: 7,293 shares; 2024Q4: 8,725 shares; 2025Q1: 8,505 shares; 2025Q2: 8,868 shares; 2025Q3: 12,860 shares; 2025Q4: 12,320 shares; 2026Q1: 14,452 shares 14,452 $382K <0.01% +2,132 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,645 shares; 2025Q3: 11,625 shares; 2025Q4: 11,625 shares; 2026Q1: 11,817 shares 11,817 $380K <0.01% +192 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 36 shares; 2025Q2: 158 shares; 2025Q3: 142 shares; 2025Q4: 188 shares; 2026Q1: 2,850 shares 2,850 $379K <0.01% +2,662 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 8,762 shares; 2025Q1: 8,255 shares; 2025Q2: 8,380 shares; 2025Q3: 5,293 shares; 2025Q4: 5,429 shares; 2026Q1: 6,392 shares 6,392 $379K <0.01% +963 Timeline IWX 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: 5,040 shares; 2024Q4: 5,115 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 4,066 shares 4,066 $377K <0.01% +197 Timeline FXR 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: 15,162 shares; 2024Q4: 11,499 shares; 2025Q1: 9,780 shares; 2025Q2: 6,935 shares; 2025Q3: 6,795 shares; 2025Q4: 5,120 shares; 2026Q1: 4,600 shares 4,600 $376K <0.01% -520 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 5,552 shares; 2025Q2: 4,798 shares; 2025Q3: 4,914 shares; 2025Q4: 4,976 shares; 2026Q1: 4,835 shares 4,835 $376K <0.01% -141 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,187 shares; 2025Q1: 4,309 shares; 2025Q2: 3,677 shares; 2025Q3: 4,316 shares; 2025Q4: 3,813 shares; 2026Q1: 4,073 shares 4,073 $375K <0.01% +260 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 28,739 shares; 2025Q1: 28,666 shares; 2025Q2: 36,549 shares; 2025Q3: 27,454 shares; 2025Q4: 27,454 shares; 2026Q1: 27,681 shares 27,681 $374K <0.01% +227 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,240 shares; 2025Q1: 6,940 shares; 2025Q2: 7,546 shares; 2025Q3: 6,733 shares; 2025Q4: 6,234 shares; 2026Q1: 14,419 shares 14,419 $373K <0.01% +8,185 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 157 shares; 2025Q2: 1,759 shares; 2025Q3: 764 shares; 2025Q4: 5,725 shares; 2026Q1: 5,554 shares 5,554 $372K <0.01% -171 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,035 shares; 2025Q3: 8,222 shares; 2025Q4: 7,923 shares; 2026Q1: 8,256 shares 8,256 $372K <0.01% +333 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,626 shares; 2025Q3: 5,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,821 shares 3,821 $372K <0.01% +195 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,693 shares; 2025Q1: 5,678 shares; 2025Q2: 2,547 shares; 2025Q3: 2,466 shares; 2025Q4: 2,744 shares; 2026Q1: 6,448 shares 6,448 $371K <0.01% +3,704 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 2,536 shares; 2025Q2: 2,872 shares; 2025Q3: 2,766 shares; 2025Q4: 4,102 shares; 2026Q1: 4,667 shares 4,667 $371K <0.01% +565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,797 shares; 2025Q3: 20,797 shares; 2025Q4: 20,797 shares; 2026Q1: 33,774 shares 33,774 $369K <0.01% +12,977 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,046 shares; 2024Q4: 7,043 shares; 2025Q1: 5,686 shares; 2025Q2: 3,648 shares; 2025Q3: 496 shares; 2025Q4: 609 shares; 2026Q1: 3,944 shares 3,944 $369K <0.01% +3,335 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: 4,335 shares; 2025Q1: 4,038 shares; 2025Q2: 4,135 shares; 2025Q3: 8,017 shares; 2025Q4: 7,821 shares; 2026Q1: 7,801 shares 7,801 $367K <0.01% -20 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: 564 shares; 2025Q1: 563 shares; 2025Q2: 254 shares; 2025Q3: 228 shares; 2025Q4: 288 shares; 2026Q1: 3,113 shares 3,113 $366K <0.01% +2,825 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,721 shares; 2025Q1: 2,718 shares; 2025Q2: 3,088 shares; 2025Q3: 2,794 shares; 2025Q4: 2,637 shares; 2026Q1: 2,720 shares 2,720 $366K <0.01% +83 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,209 shares 9,209 $366K <0.01% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,236 shares; 2025Q1: 18,081 shares; 2025Q2: 14,092 shares; 2025Q3: 13,355 shares; 2025Q4: 12,726 shares; 2026Q1: 10,069 shares 10,069 $366K <0.01% -2,657 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: not reported; 2024Q4: 3,916 shares; 2025Q1: 3,084 shares; 2025Q2: 9,623 shares; 2025Q3: 4,490 shares; 2025Q4: 4,021 shares; 2026Q1: 10,391 shares 10,391 $365K <0.01% +6,370 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 92 shares; 2025Q3: 150 shares; 2025Q4: 199 shares; 2026Q1: 5,433 shares 5,433 $365K <0.01% +5,234 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 446 shares; 2025Q3: 305 shares; 2025Q4: 419 shares; 2026Q1: 4,275 shares 4,275 $363K <0.01% +3,856 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,072 shares 100,072 $361K <0.01% +72 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 9,727 shares 9,727 $360K <0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 21,235 shares; 2025Q1: 2,507 shares; 2025Q2: 2,727 shares; 2025Q3: 2,620 shares; 2025Q4: 2,771 shares; 2026Q1: 2,829 shares 2,829 $360K <0.01% +58 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 7,702 shares; 2025Q1: 1,435 shares; 2025Q2: 990 shares; 2025Q3: 903 shares; 2025Q4: 2,076 shares; 2026Q1: 4,250 shares 4,250 $359K <0.01% +2,174 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,595 shares; 2025Q3: 4,430 shares; 2025Q4: 4,466 shares; 2026Q1: 4,855 shares 4,855 $359K <0.01% +389 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: 2,647 shares; 2024Q4: 2,527 shares; 2025Q1: 2,465 shares; 2025Q2: 2,579 shares; 2025Q3: 2,518 shares; 2025Q4: 2,437 shares; 2026Q1: 2,761 shares 2,761 $359K <0.01% +324 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: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,175 shares; 2025Q2: 2,092 shares; 2025Q3: 2,334 shares; 2025Q4: 2,517 shares; 2026Q1: 5,323 shares 5,323 $358K <0.01% +2,806 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 209 shares; 2025Q3: 1,085 shares; 2025Q4: 4,921 shares; 2026Q1: 4,991 shares 4,991 $358K <0.01% +70 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: 5,375 shares; 2024Q4: 5,427 shares; 2025Q1: 5,584 shares; 2025Q2: 5,587 shares; 2025Q3: 5,717 shares; 2025Q4: 5,645 shares; 2026Q1: 5,495 shares 5,495 $357K <0.01% -150 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $357K <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,343 shares; 2024Q4: 23,428 shares; 2025Q1: 23,395 shares; 2025Q2: 23,361 shares; 2025Q3: 23,339 shares; 2025Q4: 23,948 shares; 2026Q1: 35,865 shares 35,865 $356K <0.01% +11,917 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 873 shares; 2025Q3: 3,111 shares; 2025Q4: 1,433 shares; 2026Q1: 1,637 shares 1,637 $355K <0.01% +204 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: 10,961 shares; 2024Q4: 11,109 shares; 2025Q1: 11,112 shares; 2025Q2: 11,277 shares; 2025Q3: 10,996 shares; 2025Q4: 11,061 shares; 2026Q1: 7,490 shares 7,490 $355K <0.01% -3,571 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,341 shares; 2025Q1: 4,939 shares; 2025Q2: 5,024 shares; 2025Q3: 6,743 shares; 2025Q4: 6,493 shares; 2026Q1: 6,560 shares 6,560 $355K <0.01% +67 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: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,836 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,843 shares 3,843 $355K <0.01% +43 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 16,480 shares 16,480 $354K <0.01% +6,480 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 3,839 shares; 2025Q1: 3,151 shares; 2025Q2: 4,472 shares; 2025Q3: 3,569 shares; 2025Q4: 4,821 shares; 2026Q1: 4,878 shares 4,878 $353K <0.01% +57 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 11,307 shares; 2025Q1: 11,408 shares; 2025Q2: 11,587 shares; 2025Q3: 18,056 shares; 2025Q4: 20,997 shares; 2026Q1: 21,020 shares 21,020 $353K <0.01% +23 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: 7,030 shares; 2025Q1: 6,884 shares; 2025Q2: 39,310 shares; 2025Q3: 8,197 shares; 2025Q4: 8,267 shares; 2026Q1: 6,372 shares 6,372 $353K <0.01% -1,895 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,162 shares; 2025Q1: 1,968 shares; 2025Q2: 1,826 shares; 2025Q3: 1,973 shares; 2025Q4: 2,001 shares; 2026Q1: 2,002 shares 2,002 $352K <0.01% +1 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares 3,697 $351K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,248 shares; 2025Q1: 11,008 shares; 2025Q2: 11,045 shares; 2025Q3: 7,807 shares; 2025Q4: 6,958 shares; 2026Q1: 6,991 shares 6,991 $351K <0.01% +33 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: 101 shares; 2025Q1: 101 shares; 2025Q2: 221 shares; 2025Q3: 142 shares; 2025Q4: 123 shares; 2026Q1: 886 shares 886 $349K <0.01% +763 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: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,177 shares; 2025Q3: 4,094 shares; 2025Q4: 4,123 shares; 2026Q1: 4,178 shares 4,178 $349K <0.01% +55 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,427 shares; 2025Q1: 2,792 shares; 2025Q2: 5,370 shares; 2025Q3: 3,695 shares; 2025Q4: 3,738 shares; 2026Q1: 5,941 shares 5,941 $347K <0.01% +2,203 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,632 shares; 2025Q1: 1,811 shares; 2025Q2: 1,748 shares; 2025Q3: 1,592 shares; 2025Q4: 1,596 shares; 2026Q1: 3,183 shares 3,183 $347K <0.01% +1,587 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 3,297 shares; 2025Q1: 3,292 shares; 2025Q2: 3,422 shares; 2025Q3: 4,148 shares; 2025Q4: 3,790 shares; 2026Q1: 4,550 shares 4,550 $347K <0.01% +760 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,502 shares; 2024Q4: 18,599 shares; 2025Q1: 18,425 shares; 2025Q2: 20,196 shares; 2025Q3: 19,817 shares; 2025Q4: 20,696 shares; 2026Q1: 36,795 shares 36,795 $347K <0.01% +16,099 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 249 shares; 2025Q2: 589 shares; 2025Q3: 251 shares; 2025Q4: 309 shares; 2026Q1: 16,238 shares 16,238 $346K <0.01% +15,929 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,822 shares; 2025Q1: 5,912 shares; 2025Q2: 4,907 shares; 2025Q3: 4,015 shares; 2025Q4: 3,975 shares; 2026Q1: 3,738 shares 3,738 $345K <0.01% -237 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: 206 shares; 2025Q1: 225 shares; 2025Q2: 428 shares; 2025Q3: 392 shares; 2025Q4: 403 shares; 2026Q1: 2,043 shares 2,043 $345K <0.01% +1,640 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 35 shares; 2025Q4: 103 shares; 2026Q1: 4,196 shares 4,196 $345K <0.01% +4,093 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 4,548 shares; 2026Q1: 4,498 shares 4,498 $344K <0.01% -50 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 10,576 shares; 2025Q1: 7,177 shares; 2025Q2: 8,496 shares; 2025Q3: 4,775 shares; 2025Q4: 4,376 shares; 2026Q1: 5,603 shares 5,603 $344K <0.01% +1,227 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 244 shares; 2025Q2: 305 shares; 2025Q3: 254 shares; 2025Q4: 312 shares; 2026Q1: 12,988 shares 12,988 $343K <0.01% +12,676 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,076 shares; 2025Q1: 1,868 shares; 2025Q2: 4,947 shares; 2025Q3: 4,684 shares; 2025Q4: 3,945 shares; 2026Q1: 16,510 shares 16,510 $343K <0.01% +12,565 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,827 shares; 2025Q1: 3,797 shares; 2025Q2: 3,926 shares; 2025Q3: 4,626 shares; 2025Q4: 4,289 shares; 2026Q1: 4,654 shares 4,654 $342K <0.01% +365 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,042 shares; 2025Q1: 3,030 shares; 2025Q2: 3,399 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares; 2026Q1: 3,050 shares 3,050 $341K <0.01% -29 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,534 shares; 2025Q1: 11,556 shares; 2025Q2: 11,583 shares; 2025Q3: 11,597 shares; 2025Q4: 11,627 shares; 2026Q1: 11,663 shares 11,663 $340K <0.01% +36 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 974 shares; 2025Q1: 1,022 shares; 2025Q2: 2,012 shares; 2025Q3: 1,872 shares; 2025Q4: 2,065 shares; 2026Q1: 3,594 shares 3,594 $340K <0.01% +1,529 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: 4,689 shares; 2025Q1: 4,714 shares; 2025Q2: 7,786 shares; 2025Q3: 7,604 shares; 2025Q4: 7,469 shares; 2026Q1: 7,750 shares 7,750 $340K <0.01% +281 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: 10,450 shares; 2024Q4: 9,916 shares; 2025Q1: 9,983 shares; 2025Q2: 9,408 shares; 2025Q3: 8,833 shares; 2025Q4: 9,585 shares; 2026Q1: 9,435 shares 9,435 $339K <0.01% -150 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,394 shares; 2025Q1: 4,386 shares; 2025Q2: 4,321 shares; 2025Q3: 4,055 shares; 2025Q4: 5,063 shares; 2026Q1: 9,274 shares 9,274 $338K <0.01% +4,211 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $337K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 8,573 shares; 2025Q2: 7,209 shares; 2025Q3: 3,339 shares; 2025Q4: 5,386 shares; 2026Q1: 11,726 shares 11,726 $337K <0.01% +6,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 4,161 shares; 2026Q1: 7,300 shares 7,300 $336K <0.01% +3,139 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,315 shares; 2025Q1: 7,315 shares; 2025Q2: 6,831 shares; 2025Q3: 6,748 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750 $336K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,193 shares; 2025Q2: 1,952 shares; 2025Q3: 1,723 shares; 2025Q4: 4,535 shares; 2026Q1: 4,259 shares 4,259 $335K <0.01% -276 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 135 shares; 2025Q2: 242 shares; 2025Q3: 164 shares; 2025Q4: 197 shares; 2026Q1: 2,085 shares 2,085 $334K <0.01% +1,888 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: 4,781 shares; 2024Q4: 4,628 shares; 2025Q1: 4,613 shares; 2025Q2: 4,552 shares; 2025Q3: 4,453 shares; 2025Q4: 4,053 shares; 2026Q1: 4,038 shares 4,038 $332K <0.01% -15 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: 924 shares; 2024Q4: 946 shares; 2025Q1: 793 shares; 2025Q2: 1,084 shares; 2025Q3: 933 shares; 2025Q4: 850 shares; 2026Q1: 2,743 shares 2,743 $332K <0.01% +1,893 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS 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: 18 shares; 2025Q3: 18 shares; 2025Q4: 24 shares; 2026Q1: 12,237 shares 12,237 $332K <0.01% +12,213 Timeline FBK FB FINL CORP More: the full row for FB 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: 208 shares; 2025Q3: 6,712 shares; 2025Q4: 6,349 shares; 2026Q1: 6,376 shares 6,376 $331K <0.01% +27 Timeline VIOG 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: 3,326 shares; 2024Q4: 3,344 shares; 2025Q1: 3,229 shares; 2025Q2: 2,547 shares; 2025Q3: 2,636 shares; 2025Q4: 2,651 shares; 2026Q1: 2,656 shares 2,656 $331K <0.01% +5 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,482 shares; 2025Q1: 1,461 shares; 2025Q2: 1,550 shares; 2025Q3: 1,386 shares; 2025Q4: 1,215 shares; 2026Q1: 1,174 shares 1,174 $330K <0.01% -41 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: 3,063 shares; 2024Q4: 3,021 shares; 2025Q1: 2,697 shares; 2025Q2: 2,706 shares; 2025Q3: 2,794 shares; 2025Q4: 2,840 shares; 2026Q1: 3,625 shares 3,625 $330K <0.01% +785 Timeline BGRN 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: 6,880 shares; 2025Q1: 6,889 shares; 2025Q2: 6,902 shares; 2025Q3: 6,915 shares; 2025Q4: 6,933 shares; 2026Q1: 6,942 shares 6,942 $330K <0.01% +9 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: not reported; 2024Q4: 460 shares; 2025Q1: 627 shares; 2025Q2: 1,133 shares; 2025Q3: 765 shares; 2025Q4: 1,579 shares; 2026Q1: 4,834 shares 4,834 $329K <0.01% +3,255 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048 shares; 2025Q1: 1,846 shares; 2025Q2: 1,986 shares; 2025Q3: 2,949 shares; 2025Q4: 2,703 shares; 2026Q1: 2,963 shares 2,963 $327K <0.01% +260 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,846 shares; 2025Q1: 2,845 shares; 2025Q2: 2,825 shares; 2025Q3: 2,830 shares; 2025Q4: 1,380 shares; 2026Q1: 1,381 shares 1,381 $326K <0.01% +1 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 16 shares; 2025Q4: 193 shares; 2026Q1: 912 shares 912 $326K <0.01% +719 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 2,254 shares; 2026Q1: 5,668 shares 5,668 $326K <0.01% +3,414 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 5,924 shares; 2025Q1: 6,993 shares; 2025Q2: 7,243 shares; 2025Q3: 7,445 shares; 2025Q4: 7,449 shares; 2026Q1: 7,179 shares 7,179 $326K <0.01% -270 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: 6,870 shares; 2025Q1: 6,536 shares; 2025Q2: 6,444 shares; 2025Q3: 6,721 shares; 2025Q4: 6,799 shares; 2026Q1: 14,091 shares 14,091 $325K <0.01% +7,292 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,757 shares; 2024Q4: 10,911 shares; 2025Q1: 9,137 shares; 2025Q2: 9,098 shares; 2025Q3: 1,070 shares; 2025Q4: 1,490 shares; 2026Q1: 4,037 shares 4,037 $325K <0.01% +2,547 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: not reported; 2024Q4: 622 shares; 2025Q1: 595 shares; 2025Q2: 1,084 shares; 2025Q3: 568 shares; 2025Q4: 782 shares; 2026Q1: 1,408 shares 1,408 $325K <0.01% +626 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,583 shares; 2025Q1: 3,065 shares; 2025Q2: 3,209 shares; 2025Q3: 4,459 shares; 2025Q4: 4,459 shares; 2026Q1: 6,819 shares 6,819 $324K <0.01% +2,360 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 13 shares; 2025Q4: 141 shares; 2026Q1: 6,461 shares 6,461 $323K <0.01% +6,320 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 19,512 shares; 2025Q1: 15,811 shares; 2025Q2: 17,867 shares; 2025Q3: 18,045 shares; 2025Q4: 15,724 shares; 2026Q1: 19,608 shares 19,608 $322K <0.01% +3,884 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 320 shares; 2025Q3: 284 shares; 2025Q4: 806 shares; 2026Q1: 8,472 shares 8,472 $322K <0.01% +7,666 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 616 shares; 2025Q4: 672 shares; 2026Q1: 6,020 shares 6,020 $322K <0.01% +5,348 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,202 shares; 2025Q3: 3,200 shares; 2025Q4: 3,215 shares; 2026Q1: 3,230 shares 3,230 $322K <0.01% +15 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: 94 shares; 2025Q1: 92 shares; 2025Q2: 112 shares; 2025Q3: 95 shares; 2025Q4: 152 shares; 2026Q1: 3,265 shares 3,265 $321K <0.01% +3,113 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 338 shares; 2025Q3: 415 shares; 2025Q4: 419 shares; 2026Q1: 662 shares 662 $321K <0.01% +243 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: 1,246 shares; 2025Q2: 1,339 shares; 2025Q3: 1,239 shares; 2025Q4: 1,702 shares; 2026Q1: 1,752 shares 1,752 $319K <0.01% +50 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,329 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,410 shares; 2025Q4: 3,418 shares; 2026Q1: 3,518 shares 3,518 $317K <0.01% +100 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 115 shares; 2025Q2: 186 shares; 2025Q3: 127 shares; 2025Q4: 213 shares; 2026Q1: 1,294 shares 1,294 $317K <0.01% +1,081 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,556 shares; 2025Q1: 1,438 shares; 2025Q2: 1,463 shares; 2025Q3: 1,297 shares; 2025Q4: 1,324 shares; 2026Q1: 1,604 shares 1,604 $316K <0.01% +280 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 18,056 shares; 2025Q3: 2,604 shares; 2025Q4: 6,624 shares; 2026Q1: 18,602 shares 18,602 $316K <0.01% +11,978 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: 2,381 shares; 2024Q4: 2,385 shares; 2025Q1: 2,132 shares; 2025Q2: 2,144 shares; 2025Q3: 2,146 shares; 2025Q4: 2,137 shares; 2026Q1: 2,138 shares 2,138 $315K <0.01% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 5,950 shares; 2025Q1: 5,942 shares; 2025Q2: 6,105 shares; 2025Q3: 4,172 shares; 2025Q4: 4,744 shares; 2026Q1: 5,179 shares 5,179 $312K <0.01% +435 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: not reported; 2024Q4: 8,830 shares; 2025Q1: 8,347 shares; 2025Q2: 9,676 shares; 2025Q3: 11,293 shares; 2025Q4: 12,361 shares; 2026Q1: 14,699 shares 14,699 $311K <0.01% +2,338 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 344 shares; 2025Q2: 353 shares; 2025Q3: 363 shares; 2025Q4: 384 shares; 2026Q1: 24,199 shares 24,199 $310K <0.01% +23,815 Timeline HEI-A 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: 948 shares; 2025Q1: 1,255 shares; 2025Q2: 1,364 shares; 2025Q3: 1,299 shares; 2025Q4: 1,297 shares; 2026Q1: 1,467 shares 1,467 $310K <0.01% +170 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,586 shares; 2025Q1: 2,589 shares; 2025Q2: 3,470 shares; 2025Q3: 3,709 shares; 2025Q4: 4,351 shares; 2026Q1: 4,935 shares 4,935 $309K <0.01% +584 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 5,111 shares; 2025Q2: 6,643 shares; 2025Q3: 14,902 shares; 2025Q4: 19,417 shares; 2026Q1: 19,537 shares 19,537 $309K <0.01% +120 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 10,970 shares; 2025Q1: 10,155 shares; 2025Q2: 10,064 shares; 2025Q3: 8,972 shares; 2025Q4: 8,914 shares; 2026Q1: 9,178 shares 9,178 $309K <0.01% +264 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 1,726 shares; 2025Q2: 1,757 shares; 2025Q3: 1,364 shares; 2025Q4: 987 shares; 2026Q1: 983 shares 983 $309K <0.01% -4 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,529 shares; 2025Q1: 3,014 shares; 2025Q2: 3,670 shares; 2025Q3: 2,928 shares; 2025Q4: 3,017 shares; 2026Q1: 3,309 shares 3,309 $309K <0.01% +292 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: 353 shares; 2025Q1: 192 shares; 2025Q2: 337 shares; 2025Q3: 210 shares; 2025Q4: 365 shares; 2026Q1: 1,160 shares 1,160 $309K <0.01% +795 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,003 shares; 2025Q1: 6,466 shares; 2025Q2: 6,099 shares; 2025Q3: 6,198 shares; 2025Q4: 6,200 shares; 2026Q1: 6,202 shares 6,202 $308K <0.01% +2 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: 1,923 shares; 2025Q2: 2,396 shares; 2025Q3: 1,791 shares; 2025Q4: 1,848 shares; 2026Q1: 16,077 shares 16,077 $308K <0.01% +14,229 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,115 shares; 2025Q1: 1,157 shares; 2025Q2: 1,113 shares; 2025Q3: 1,108 shares; 2025Q4: 1,087 shares; 2026Q1: 1,111 shares 1,111 $307K <0.01% +24 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: 663 shares; 2025Q2: 1,171 shares; 2025Q3: 861 shares; 2025Q4: 2,038 shares; 2026Q1: 2,014 shares 2,014 $307K <0.01% -24 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,662 shares; 2025Q1: 6,254 shares; 2025Q2: 5,936 shares; 2025Q3: 21,846 shares; 2025Q4: 22,977 shares; 2026Q1: 11,504 shares 11,504 $306K <0.01% -11,473 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 8,905 shares; 2025Q1: 10,466 shares; 2025Q2: 10,140 shares; 2025Q3: 8,495 shares; 2025Q4: 8,488 shares; 2026Q1: 8,488 shares 8,488 $305K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,035 shares; 2025Q3: 1,016 shares; 2025Q4: 1,000 shares; 2026Q1: 1,049 shares 1,049 $305K <0.01% +49 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 38 shares; 2025Q2: 53 shares; 2025Q3: 19 shares; 2025Q4: 179 shares; 2026Q1: 9,993 shares 9,993 $304K <0.01% +9,814 Timeline GCOW 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: 6,422 shares; 2024Q4: 6,674 shares; 2025Q1: 6,749 shares; 2025Q2: 6,549 shares; 2025Q3: 6,549 shares; 2025Q4: 6,549 shares; 2026Q1: 6,549 shares 6,549 $303K <0.01% 0 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 12,875 shares; 2025Q1: 12,875 shares; 2025Q2: 12,875 shares; 2025Q3: 12,875 shares; 2025Q4: 12,800 shares; 2026Q1: 43,839 shares 43,839 $302K <0.01% +31,039 Timeline TPYP 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: 6,943 shares; 2025Q3: 7,008 shares; 2025Q4: 7,008 shares; 2026Q1: 7,130 shares 7,130 $302K <0.01% +122 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: 31 shares; 2025Q1: 231 shares; 2025Q2: 516 shares; 2025Q3: 225 shares; 2025Q4: 245 shares; 2026Q1: 7,291 shares 7,291 $301K <0.01% +7,046 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 5,609 shares; 2026Q1: 6,249 shares 6,249 $301K <0.01% +640 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: 941 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,009 shares; 2025Q3: 979 shares; 2025Q4: 1,028 shares; 2026Q1: 1,034 shares 1,034 $301K <0.01% +6 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares; 2026Q1: 5,945 shares 5,945 $301K <0.01% +2,168 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,320 shares; 2025Q1: 5,200 shares; 2025Q2: 6,393 shares; 2025Q3: 6,318 shares; 2025Q4: 6,493 shares; 2026Q1: 7,466 shares 7,466 $301K <0.01% +973 Timeline INDA 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: 900 shares; 2025Q1: 49,439 shares; 2025Q2: 1,552 shares; 2025Q3: 1,119 shares; 2025Q4: 49,093 shares; 2026Q1: 6,370 shares 6,370 $298K <0.01% -42,723 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,140 shares; 2025Q2: 7,643 shares; 2025Q3: 9,133 shares; 2025Q4: 12,321 shares; 2026Q1: 11,879 shares 11,879 $298K <0.01% -442 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,192 shares; 2026Q1: 3,201 shares 3,201 $296K <0.01% +9 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,635 shares; 2025Q1: 3,557 shares; 2025Q2: 4,357 shares; 2025Q3: 4,343 shares; 2025Q4: 4,578 shares; 2026Q1: 4,587 shares 4,587 $295K <0.01% +9 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: not reported; 2024Q4: 536 shares; 2025Q1: 651 shares; 2025Q2: 732 shares; 2025Q3: 702 shares; 2025Q4: 623 shares; 2026Q1: 3,101 shares 3,101 $294K <0.01% +2,478 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 31,014 shares; 2025Q1: 31,077 shares; 2025Q2: 31,121 shares; 2025Q3: 33,871 shares; 2025Q4: 35,654 shares; 2026Q1: 35,609 shares 35,609 $294K <0.01% -45 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: 1,516 shares; 2025Q1: 1,116 shares; 2025Q2: 691 shares; 2025Q3: 650 shares; 2025Q4: 809 shares; 2026Q1: 5,189 shares 5,189 $293K <0.01% +4,380 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI 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: 64,933 shares; 2025Q3: 76,861 shares; 2025Q4: 89,723 shares; 2026Q1: 91,280 shares 91,280 $293K <0.01% +1,557 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 490 shares; 2025Q3: 764 shares; 2025Q4: 372 shares; 2026Q1: 4,276 shares 4,276 $292K <0.01% +3,904 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 4,044 shares; 2025Q2: 3,948 shares; 2025Q3: 5,554 shares; 2025Q4: 4,620 shares; 2026Q1: 6,904 shares 6,904 $292K <0.01% +2,284 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,659 shares; 2025Q1: 32,674 shares; 2025Q2: 34,026 shares; 2025Q3: 32,704 shares; 2025Q4: 32,453 shares; 2026Q1: 32,453 shares 32,453 $292K <0.01% 0 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 32,340 shares; 2025Q1: 21,560 shares; 2025Q2: 21,560 shares; 2025Q3: 21,560 shares; 2025Q4: 21,560 shares; 2026Q1: 21,560 shares 21,560 $291K <0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,331 shares; 2026Q1: 1,405 shares 1,405 $291K <0.01% +74 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 3,247 shares; 2025Q2: 3,458 shares; 2025Q3: 3,269 shares; 2025Q4: 3,416 shares; 2026Q1: 4,182 shares 4,182 $290K <0.01% +766 Timeline IVOG 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: 1,902 shares; 2025Q1: 1,267 shares; 2025Q2: 1,209 shares; 2025Q3: 2,451 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $290K <0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 435 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $289K <0.01% 0 Timeline DSI 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: 1,710 shares; 2025Q1: 1,901 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 3,035 shares; 2026Q1: 2,377 shares 2,377 $288K <0.01% -658 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,136 shares; 2025Q1: 7,136 shares; 2025Q2: 6,213 shares; 2025Q3: 6,242 shares; 2025Q4: 6,242 shares; 2026Q1: 6,213 shares 6,213 $287K <0.01% -29 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,747 shares; 2025Q1: 7,256 shares; 2025Q2: 8,030 shares; 2025Q3: 6,893 shares; 2025Q4: 6,920 shares; 2026Q1: 7,740 shares 7,740 $286K <0.01% +820 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,008 shares; 2025Q1: 4,514 shares; 2025Q2: 4,760 shares; 2025Q3: 4,800 shares; 2025Q4: 1,674 shares; 2026Q1: 16,845 shares 16,845 $286K <0.01% +15,171 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: 42 shares; 2025Q3: 439 shares; 2025Q4: 4,356 shares; 2026Q1: 6,392 shares 6,392 $286K <0.01% +2,036 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: 24,183 shares; 2024Q4: 29,549 shares; 2025Q1: 29,494 shares; 2025Q2: 29,558 shares; 2025Q3: 29,967 shares; 2025Q4: 29,374 shares; 2026Q1: 37,043 shares 37,043 $286K <0.01% +7,669 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 262 shares; 2025Q1: 65 shares; 2025Q2: 135 shares; 2025Q3: 157 shares; 2025Q4: 218 shares; 2026Q1: 1,507 shares 1,507 $285K <0.01% +1,289 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,444 shares; 2025Q1: 10,380 shares; 2025Q2: 10,246 shares; 2025Q3: 10,246 shares; 2025Q4: 10,059 shares; 2026Q1: 9,949 shares 9,949 $284K <0.01% -110 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,418 shares; 2025Q1: 2,172 shares; 2025Q2: 2,047 shares; 2025Q3: 1,620 shares; 2025Q4: 1,269 shares; 2026Q1: 2,834 shares 2,834 $284K <0.01% +1,565 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,752 shares; 2024Q4: 25,007 shares; 2025Q1: 8,300 shares; 2025Q2: 9,149 shares; 2025Q3: 7,081 shares; 2025Q4: 6,914 shares; 2026Q1: 6,906 shares 6,906 $284K <0.01% -8 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 110 shares; 2025Q2: 1,480 shares; 2025Q3: 1,606 shares; 2025Q4: 1,536 shares; 2026Q1: 2,631 shares 2,631 $282K <0.01% +1,095 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 274 shares; 2025Q2: 455 shares; 2025Q3: 290 shares; 2025Q4: 8,290 shares; 2026Q1: 8,531 shares 8,531 $282K <0.01% +241 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 881 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 2,613 shares; 2026Q1: 3,015 shares 3,015 $281K <0.01% +402 Timeline ISEP 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: 10,396 shares; 2025Q1: 10,193 shares; 2025Q2: 9,355 shares; 2025Q3: 9,355 shares; 2025Q4: 9,323 shares; 2026Q1: 8,572 shares 8,572 $281K <0.01% -751 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,095 shares; 2025Q2: 3,783 shares; 2025Q3: 3,550 shares; 2025Q4: 3,592 shares; 2026Q1: 6,546 shares 6,546 $281K <0.01% +2,954 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 350 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 5,139 shares 5,139 $281K <0.01% +2,708 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,401 shares; 2025Q3: 5,689 shares; 2025Q4: 5,864 shares; 2026Q1: 5,902 shares 5,902 $281K <0.01% +38 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: 5,847 shares; 2024Q4: 6,128 shares; 2025Q1: 5,580 shares; 2025Q2: 5,698 shares; 2025Q3: 6,701 shares; 2025Q4: 6,149 shares; 2026Q1: 6,149 shares 6,149 $280K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,521 shares; 2025Q1: 1,572 shares; 2025Q2: 1,546 shares; 2025Q3: 1,513 shares; 2025Q4: 1,716 shares; 2026Q1: 1,911 shares 1,911 $279K <0.01% +195 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,714 shares; 2025Q3: 3,714 shares; 2025Q4: 3,660 shares; 2026Q1: 3,700 shares 3,700 $278K <0.01% +40 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: 3,558 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 2,961 shares; 2025Q3: 2,955 shares; 2025Q4: 2,992 shares; 2026Q1: 2,851 shares 2,851 $276K <0.01% -141 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,640 shares; 2025Q1: 22,645 shares; 2025Q2: 22,654 shares; 2025Q3: 22,663 shares; 2025Q4: 22,674 shares; 2026Q1: 22,679 shares 22,679 $276K <0.01% +5 Timeline JMEE 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: 772 shares; 2025Q1: 772 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,092 shares 4,092 $273K <0.01% +51 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: 50 shares; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 212 shares; 2025Q4: 693 shares; 2026Q1: 670 shares 670 $273K <0.01% -23 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 6,408 shares 6,408 $273K <0.01% +4,308 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 4,320 shares; 2025Q4: 1,443 shares; 2026Q1: 6,217 shares 6,217 $273K <0.01% +4,774 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,780 shares; 2025Q1: 3,668 shares; 2025Q2: 3,731 shares; 2025Q3: 3,933 shares; 2025Q4: 4,060 shares; 2026Q1: 4,601 shares 4,601 $272K <0.01% +541 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,792 shares; 2025Q1: 1,733 shares; 2025Q2: 1,893 shares; 2025Q3: 1,540 shares; 2025Q4: 1,303 shares; 2026Q1: 4,151 shares 4,151 $272K <0.01% +2,848 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: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 4,708 shares; 2026Q1: 4,947 shares 4,947 $271K <0.01% +239 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 698 shares; 2025Q1: 623 shares; 2025Q2: 649 shares; 2025Q3: 710 shares; 2025Q4: 842 shares; 2026Q1: 2,670 shares 2,670 $271K <0.01% +1,828 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 150 shares; 2025Q2: 222 shares; 2025Q3: 121 shares; 2025Q4: 493 shares; 2026Q1: 9,765 shares 9,765 $270K <0.01% +9,272 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $269K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,426 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares 2,095 $269K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,722 shares; 2025Q1: 6,523 shares; 2025Q2: 8,772 shares; 2025Q3: 6,150 shares; 2025Q4: 6,810 shares; 2026Q1: 8,929 shares 8,929 $268K <0.01% +2,119 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,974 shares; 2025Q1: 25,354 shares; 2025Q2: 25,726 shares; 2025Q3: 25,323 shares; 2025Q4: 25,725 shares; 2026Q1: 25,390 shares 25,390 $268K <0.01% -335 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: 9,261 shares; 2024Q4: 9,375 shares; 2025Q1: 9,358 shares; 2025Q2: 10,982 shares; 2025Q3: 10,745 shares; 2025Q4: 10,395 shares; 2026Q1: 12,127 shares 12,127 $265K <0.01% +1,732 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,873 shares; 2025Q1: 4,165 shares; 2025Q2: 4,204 shares; 2025Q3: 5,043 shares; 2025Q4: 2,269 shares; 2026Q1: 701 shares 701 $265K <0.01% -1,568 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,716 shares; 2025Q1: 2,611 shares; 2025Q2: 2,576 shares; 2025Q3: 2,545 shares; 2025Q4: 3,342 shares; 2026Q1: 7,426 shares 7,426 $263K <0.01% +4,084 Timeline XMLV 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: 4,620 shares; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,056 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares 4,176 $263K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 548 shares; 2025Q2: 529 shares; 2025Q3: 525 shares; 2025Q4: 551 shares; 2026Q1: 1,716 shares 1,716 $263K <0.01% +1,165 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 246 shares; 2025Q2: 547 shares; 2025Q3: 2,255 shares; 2025Q4: 2,273 shares; 2026Q1: 7,086 shares 7,086 $262K <0.01% +4,813 Timeline TBIL 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: 750 shares; 2025Q2: 1,560 shares; 2025Q3: 5,247 shares; 2025Q4: 5,249 shares; 2026Q1: 5,251 shares 5,251 $262K <0.01% +2 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 8,762 shares; 2025Q1: 8,591 shares; 2025Q2: 9,575 shares; 2025Q3: 8,146 shares; 2025Q4: 6,991 shares; 2026Q1: 16,608 shares 16,608 $261K <0.01% +9,617 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 4,889 shares; 2026Q1: 4,889 shares 4,889 $261K <0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 158 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 1,010 shares 1,010 $261K <0.01% +726 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 233 shares; 2025Q2: 287 shares; 2025Q3: 272 shares; 2025Q4: 217 shares; 2026Q1: 2,398 shares 2,398 $259K <0.01% +2,181 Timeline RWO 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: 4,394 shares; 2025Q1: 4,864 shares; 2025Q2: 3,968 shares; 2025Q3: 4,373 shares; 2025Q4: 4,568 shares; 2026Q1: 5,644 shares 5,644 $258K <0.01% +1,076 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: 655 shares; 2025Q2: 676 shares; 2025Q3: 1,300 shares; 2025Q4: 1,367 shares; 2026Q1: 1,423 shares 1,423 $257K <0.01% +56 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,229 shares; 2025Q2: 1,728 shares; 2025Q3: 1,239 shares; 2025Q4: 1,243 shares; 2026Q1: 1,429 shares 1,429 $257K <0.01% +186 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: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,995 shares; 2025Q2: 3,755 shares; 2025Q3: 4,094 shares; 2025Q4: 3,682 shares; 2026Q1: 5,536 shares 5,536 $257K <0.01% +1,854 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,126 shares; 2024Q4: 39,332 shares; 2025Q1: 2,887 shares; 2025Q2: 4,594 shares; 2025Q3: 4,442 shares; 2025Q4: 2,397 shares; 2026Q1: 1,893 shares 1,893 $256K <0.01% -504 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: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 3,143 shares; 2025Q3: 2,858 shares; 2025Q4: 2,689 shares; 2026Q1: 5,317 shares 5,317 $255K <0.01% +2,628 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: 587 shares; 2025Q1: 587 shares; 2025Q2: 664 shares; 2025Q3: 603 shares; 2025Q4: 982 shares; 2026Q1: 1,990 shares 1,990 $254K <0.01% +1,008 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: 1,447 shares; 2025Q2: 1,198 shares; 2025Q3: 3,663 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $253K <0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 54 shares; 2025Q2: 77 shares; 2025Q3: 2,036 shares; 2025Q4: 2,040 shares; 2026Q1: 2,109 shares 2,109 $252K <0.01% +69 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 14,006 shares 14,006 $252K <0.01% +14,004 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,673 shares; 2025Q1: 5,741 shares; 2025Q2: 5,835 shares; 2025Q3: 5,720 shares; 2025Q4: 6,730 shares; 2026Q1: 5,423 shares 5,423 $251K <0.01% -1,307 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,632 shares; 2024Q4: 19,491 shares; 2025Q1: 17,206 shares; 2025Q2: 16,871 shares; 2025Q3: 15,971 shares; 2025Q4: 14,132 shares; 2026Q1: 13,689 shares 13,689 $250K <0.01% -443 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: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 187 shares; 2025Q4: 247 shares; 2026Q1: 1,519 shares 1,519 $250K <0.01% +1,272 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 4,414 shares; 2025Q1: 2,872 shares; 2025Q2: 2,343 shares; 2025Q3: 2,107 shares; 2025Q4: 2,025 shares; 2026Q1: 1,159 shares 1,159 $250K <0.01% -866 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 355 shares; 2025Q2: 438 shares; 2025Q3: 416 shares; 2025Q4: 441 shares; 2026Q1: 1,625 shares 1,625 $250K <0.01% +1,184 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3,554 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $249K <0.01% 0 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: not reported; 2024Q4: 2,670 shares; 2025Q1: 2,723 shares; 2025Q2: 4,170 shares; 2025Q3: 4,022 shares; 2025Q4: 4,040 shares; 2026Q1: 4,653 shares 4,653 $249K <0.01% +613 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 593 shares; 2025Q2: 1,345 shares; 2025Q3: 963 shares; 2025Q4: 845 shares; 2026Q1: 1,758 shares 1,758 $248K <0.01% +913 Timeline PBW 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: 6,691 shares; 2025Q1: 6,570 shares; 2025Q2: 5,296 shares; 2025Q3: 7,856 shares; 2025Q4: 7,862 shares; 2026Q1: 7,856 shares 7,856 $248K <0.01% -6 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares 2,531 $247K <0.01% 0 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: not reported; 2024Q4: 935 shares; 2025Q1: 946 shares; 2025Q2: 1,399 shares; 2025Q3: 922 shares; 2025Q4: 929 shares; 2026Q1: 1,264 shares 1,264 $247K <0.01% +335 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 31 shares; 2025Q3: 108 shares; 2025Q4: 12 shares; 2026Q1: 718 shares 718 $247K <0.01% +706 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 3,014 shares; 2025Q4: 3,180 shares; 2026Q1: 3,811 shares 3,811 $245K <0.01% +631 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 39 shares; 2025Q2: 89 shares; 2025Q3: 2,132 shares; 2025Q4: 2,163 shares; 2026Q1: 2,226 shares 2,226 $244K <0.01% +63 Timeline PWB 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: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares 1,929 $243K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,624 shares; 2025Q1: 4,624 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,858 shares; 2026Q1: 4,624 shares 4,624 $242K <0.01% -234 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 3,871 shares; 2025Q1: 3,854 shares; 2025Q2: 4,059 shares; 2025Q3: 3,948 shares; 2025Q4: 4,037 shares; 2026Q1: 4,373 shares 4,373 $242K <0.01% +336 Timeline BATRA 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: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,109 shares; 2026Q1: 5,122 shares 5,122 $242K <0.01% +13 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,946 shares; 2025Q4: 2,903 shares; 2026Q1: 4,748 shares 4,748 $241K <0.01% +1,845 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: not reported; 2024Q4: 151 shares; 2025Q1: 252 shares; 2025Q2: 785 shares; 2025Q3: 545 shares; 2025Q4: 748 shares; 2026Q1: 1,957 shares 1,957 $241K <0.01% +1,209 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 6,573 shares; 2025Q4: 5,723 shares; 2026Q1: 6,382 shares 6,382 $241K <0.01% +659 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,671 shares; 2025Q1: 9,707 shares; 2025Q2: 9,319 shares; 2025Q3: 9,500 shares; 2025Q4: 9,702 shares; 2026Q1: 9,637 shares 9,637 $241K <0.01% -65 Timeline BLV 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: 2,491 shares; 2025Q1: 2,984 shares; 2025Q2: 3,039 shares; 2025Q3: 3,318 shares; 2025Q4: 3,466 shares; 2026Q1: 3,492 shares 3,492 $240K <0.01% +26 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,276 shares; 2025Q1: 550 shares; 2025Q2: 1,497 shares; 2025Q3: 1,500 shares; 2025Q4: 153 shares; 2026Q1: 1,715 shares 1,715 $240K <0.01% +1,562 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,033 shares; 2025Q3: 1,036 shares; 2025Q4: 1,219 shares; 2026Q1: 1,400 shares 1,400 $239K <0.01% +181 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,525 shares; 2025Q1: 2,520 shares; 2025Q2: 2,735 shares; 2025Q3: 2,491 shares; 2025Q4: 2,955 shares; 2026Q1: 3,918 shares 3,918 $237K <0.01% +963 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM 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: 1,857 shares; 2025Q4: 2 shares; 2026Q1: 2,710 shares 2,710 $236K <0.01% +2,708 Timeline USRT 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: 15,501 shares; 2024Q4: 15,565 shares; 2025Q1: 14,226 shares; 2025Q2: 14,289 shares; 2025Q3: 1,896 shares; 2025Q4: 2,565 shares; 2026Q1: 3,980 shares 3,980 $236K <0.01% +1,415 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,967 shares; 2025Q4: 1,733 shares; 2026Q1: 1,587 shares 1,587 $235K <0.01% -146 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: not reported; 2024Q4: 895 shares; 2025Q1: 672 shares; 2025Q2: 975 shares; 2025Q3: 681 shares; 2025Q4: 955 shares; 2026Q1: 5,988 shares 5,988 $235K <0.01% +5,033 Timeline KXI 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: 3,178 shares; 2024Q4: 3,841 shares; 2025Q1: 3,810 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares; 2025Q4: 3,716 shares; 2026Q1: 3,493 shares 3,493 $234K <0.01% -223 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,622 shares; 2025Q1: 6,622 shares; 2025Q2: 5,485 shares; 2025Q3: 4,764 shares; 2025Q4: 4,844 shares; 2026Q1: 4,844 shares 4,844 $233K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 1,040 shares; 2025Q2: 1,308 shares; 2025Q3: 1,294 shares; 2025Q4: 1,303 shares; 2026Q1: 1,350 shares 1,350 $233K <0.01% +47 Timeline NYF 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: 3,459 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares 4,385 $233K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: 1,584 shares; 2025Q2: 1,606 shares; 2025Q3: 1,597 shares; 2025Q4: 1,148 shares; 2026Q1: 2,300 shares 2,300 $232K <0.01% +1,152 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: not reported; 2024Q4: 44 shares; 2025Q1: 29 shares; 2025Q2: 106 shares; 2025Q3: 138 shares; 2025Q4: 140 shares; 2026Q1: 183 shares 183 $231K <0.01% +43 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 9,664 shares; 2025Q3: 9,664 shares; 2025Q4: 9,664 shares; 2026Q1: 7,840 shares 7,840 $231K <0.01% -1,824 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,574 shares; 2025Q1: 2,558 shares; 2025Q2: 3,056 shares; 2025Q3: 3,813 shares; 2025Q4: 2,650 shares; 2026Q1: 2,550 shares 2,550 $231K <0.01% -100 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: 810 shares; 2025Q1: 810 shares; 2025Q2: 825 shares; 2025Q3: 1,825 shares; 2025Q4: 962 shares; 2026Q1: 17,878 shares 17,878 $230K <0.01% +16,916 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,812 shares; 2025Q3: 2,972 shares; 2025Q4: 2,866 shares; 2026Q1: 3,092 shares 3,092 $230K <0.01% +226 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 412 shares; 2025Q2: 1,027 shares; 2025Q3: 691 shares; 2025Q4: 1,024 shares; 2026Q1: 13,297 shares 13,297 $229K <0.01% +12,273 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 5,663 shares; 2025Q4: 3,825 shares; 2026Q1: 4,157 shares 4,157 $228K <0.01% +332 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,018 shares; 2026Q1: 6,090 shares 6,090 $228K <0.01% +3,072 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,580 shares; 2025Q1: 1,584 shares; 2025Q2: 1,592 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 2,023 shares 2,023 $228K <0.01% +74 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 326 shares; 2025Q1: 279 shares; 2025Q2: 275 shares; 2025Q3: 204 shares; 2025Q4: 355 shares; 2026Q1: 6,206 shares 6,206 $227K <0.01% +5,851 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 18 shares; 2025Q3: 28 shares; 2025Q4: 43 shares; 2026Q1: 2,138 shares 2,138 $226K <0.01% +2,095 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 2,573 shares; 2025Q3: 1,977 shares; 2025Q4: 1,923 shares; 2026Q1: 7,955 shares 7,955 $226K <0.01% +6,032 Timeline PGF 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: 23,048 shares; 2025Q1: 23,048 shares; 2025Q2: 21,962 shares; 2025Q3: 18,085 shares; 2025Q4: 16,435 shares; 2026Q1: 16,435 shares 16,435 $226K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 24,425 shares; 2025Q1: 23,204 shares; 2025Q2: 27,651 shares; 2025Q3: 23,033 shares; 2025Q4: 27,117 shares; 2026Q1: 28,081 shares 28,081 $226K <0.01% +964 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,940 shares; 2025Q1: 8,936 shares; 2025Q2: 8,870 shares; 2025Q3: 8,956 shares; 2025Q4: 8,926 shares; 2026Q1: 8,984 shares 8,984 $225K <0.01% +58 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,753 shares; 2025Q1: 4,794 shares; 2025Q2: 4,870 shares; 2025Q3: 4,889 shares; 2025Q4: 4,859 shares; 2026Q1: 4,844 shares 4,844 $225K <0.01% -15 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,579 shares; 2025Q1: 2,555 shares; 2025Q2: 2,612 shares; 2025Q3: 2,553 shares; 2025Q4: 2,328 shares; 2026Q1: 2,478 shares 2,478 $224K <0.01% +150 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: 3,983 shares; 2025Q1: 4,365 shares; 2025Q2: 6,047 shares; 2025Q3: 3,857 shares; 2025Q4: 4,556 shares; 2026Q1: 4,598 shares 4,598 $224K <0.01% +42 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: 500 shares; 2025Q1: 865 shares; 2025Q2: 802 shares; 2025Q3: 3,295 shares; 2025Q4: 2,905 shares; 2026Q1: 4,505 shares 4,505 $223K <0.01% +1,600 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: 1,699 shares; 2025Q2: 1,544 shares; 2025Q3: 1,511 shares; 2025Q4: 1,425 shares; 2026Q1: 1,571 shares 1,571 $223K <0.01% +146 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: 5,123 shares; 2025Q1: 5,115 shares; 2025Q2: 5,723 shares; 2025Q3: 5,196 shares; 2025Q4: 4,625 shares; 2026Q1: 5,390 shares 5,390 $222K <0.01% +765 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 298 shares; 2025Q4: 392 shares; 2026Q1: 449 shares 449 $222K <0.01% +57 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,104 shares; 2025Q1: 2,641 shares; 2025Q2: 2,556 shares; 2025Q3: 2,600 shares; 2025Q4: 3,451 shares; 2026Q1: 3,282 shares 3,282 $222K <0.01% -169 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $221K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,347 shares; 2025Q1: 3,372 shares; 2025Q2: 2,473 shares; 2025Q3: 2,142 shares; 2025Q4: 2,372 shares; 2026Q1: 12,909 shares 12,909 $219K <0.01% +10,537 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: 5,189 shares; 2024Q4: 4,179 shares; 2025Q1: 2,145 shares; 2025Q2: 2,227 shares; 2025Q3: 5,996 shares; 2025Q4: 9,513 shares; 2026Q1: 9,401 shares 9,401 $219K <0.01% -112 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 2,716 shares; 2025Q1: 2,771 shares; 2025Q2: 2,569 shares; 2025Q3: 2,486 shares; 2025Q4: 2,334 shares; 2026Q1: 3,072 shares 3,072 $218K <0.01% +738 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,019 shares; 2025Q1: 9,966 shares; 2025Q2: 9,591 shares; 2025Q3: 11,205 shares; 2025Q4: 10,852 shares; 2026Q1: 10,436 shares 10,436 $218K <0.01% -416 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 583 shares; 2025Q3: 683 shares; 2025Q4: 1,082 shares; 2026Q1: 7,659 shares 7,659 $218K <0.01% +6,577 Timeline KOCT 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: 5,785 shares; 2026Q1: 6,415 shares 6,415 $218K <0.01% +630 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 17,217 shares; 2025Q1: 16,956 shares; 2025Q2: 50,618 shares; 2025Q3: 35,618 shares; 2025Q4: 36,454 shares; 2026Q1: 37,426 shares 37,426 $217K <0.01% +972 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,254 shares; 2025Q1: 1,401 shares; 2025Q2: 1,514 shares; 2025Q3: 2,686 shares; 2025Q4: 2,566 shares; 2026Q1: 3,205 shares 3,205 $217K <0.01% +639 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,723 shares; 2025Q1: 1,632 shares; 2025Q2: 1,573 shares; 2025Q3: 1,541 shares; 2025Q4: 1,633 shares; 2026Q1: 1,487 shares 1,487 $216K <0.01% -146 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 458 shares; 2025Q3: 103 shares; 2025Q4: 546 shares; 2026Q1: 4,762 shares 4,762 $216K <0.01% +4,216 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: not reported; 2024Q4: 262 shares; 2025Q1: 255 shares; 2025Q2: 214 shares; 2025Q3: 777 shares; 2025Q4: 467 shares; 2026Q1: 1,055 shares 1,055 $215K <0.01% +588 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 18,470 shares; 2025Q1: 57,515 shares; 2025Q2: 56,750 shares; 2025Q3: 61,116 shares; 2025Q4: 62,716 shares; 2026Q1: 63,066 shares 63,066 $215K <0.01% +350 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 790 shares; 2025Q3: 741 shares; 2025Q4: 917 shares; 2026Q1: 967 shares 967 $215K <0.01% +50 Timeline EEMA 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: 3,360 shares; 2024Q4: 2,378 shares; 2025Q1: 2,348 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,457 shares; 2026Q1: 2,235 shares 2,235 $214K <0.01% -222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,004 shares 5,004 $213K <0.01% new Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 2,780 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $213K <0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,626 shares; 2025Q1: 3,525 shares; 2025Q2: 4,371 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares; 2026Q1: 6,678 shares 6,678 $212K <0.01% +3,150 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,874 shares; 2025Q1: 5,874 shares; 2025Q2: 5,874 shares; 2025Q3: 5,874 shares; 2025Q4: 5,874 shares; 2026Q1: 5,874 shares 5,874 $212K <0.01% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,986 shares; 2025Q1: 6,686 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares 6,381 $211K <0.01% 0 Timeline REZ 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: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 2,535 shares 2,535 $211K <0.01% +2,000 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 16,037 shares; 2025Q3: 16,037 shares; 2025Q4: 16,037 shares; 2026Q1: 17,060 shares 17,060 $211K <0.01% +1,023 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 145 shares; 2025Q2: 393 shares; 2025Q3: 240 shares; 2025Q4: 615 shares; 2026Q1: 1,527 shares 1,527 $209K <0.01% +912 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 4,944 shares; 2025Q3: 4,944 shares; 2025Q4: 4,950 shares; 2026Q1: 4,956 shares 4,956 $209K <0.01% +6 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 767 shares; 2025Q1: 731 shares; 2025Q2: 1,188 shares; 2025Q3: 1,027 shares; 2025Q4: 847 shares; 2026Q1: 17,013 shares 17,013 $209K <0.01% +16,166 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: 2,000 shares; 2025Q1: 7,243 shares; 2025Q2: 5,468 shares; 2025Q3: 5,416 shares; 2025Q4: 5,339 shares; 2026Q1: 6,287 shares 6,287 $209K <0.01% +948 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 853 shares; 2025Q2: 964 shares; 2025Q3: 932 shares; 2025Q4: 908 shares; 2026Q1: 2,421 shares 2,421 $209K <0.01% +1,513 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,673 shares; 2025Q1: 1,841 shares; 2025Q2: 1,867 shares; 2025Q3: 2,152 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares 2,152 $208K <0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 2,694 shares; 2026Q1: 4,093 shares 4,093 $208K <0.01% +1,399 Timeline IQLT 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: 1,454 shares; 2025Q1: 1,135 shares; 2025Q2: 1,295 shares; 2025Q3: 4,070 shares; 2025Q4: 4,592 shares; 2026Q1: 4,493 shares 4,493 $208K <0.01% -99 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 330 shares; 2025Q2: 451 shares; 2025Q3: 1,006 shares; 2025Q4: 1,018 shares; 2026Q1: 1,160 shares 1,160 $208K <0.01% +142 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 1,335 shares; 2025Q2: 1,843 shares; 2025Q3: 2,147 shares; 2025Q4: 2,070 shares; 2026Q1: 3,670 shares 3,670 $207K <0.01% +1,600 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 72 shares; 2025Q2: 293 shares; 2025Q3: 59 shares; 2025Q4: 132 shares; 2026Q1: 2,291 shares 2,291 $206K <0.01% +2,159 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,297 shares; 2025Q3: 2,925 shares; 2025Q4: 2,949 shares; 2026Q1: 2,965 shares 2,965 $204K <0.01% +16 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: 1,030 shares; 2025Q1: 1,196 shares; 2025Q2: 1,954 shares; 2025Q3: 1,434 shares; 2025Q4: 1,390 shares; 2026Q1: 3,268 shares 3,268 $204K <0.01% +1,878 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: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 5,704 shares; 2025Q4: 7,195 shares; 2026Q1: 10,818 shares 10,818 $203K <0.01% +3,623 Timeline FMDE 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: 2,784 shares; 2025Q1: 2,794 shares; 2025Q2: 2,803 shares; 2025Q3: 3,570 shares; 2025Q4: 4,568 shares; 2026Q1: 5,633 shares 5,633 $203K <0.01% +1,065 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,420 shares; 2025Q1: 3,409 shares; 2025Q2: 3,423 shares; 2025Q3: 3,348 shares; 2025Q4: 3,266 shares; 2026Q1: 3,633 shares 3,633 $202K <0.01% +367 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 864 shares; 2025Q2: 725 shares; 2025Q3: 682 shares; 2025Q4: 1,291 shares; 2026Q1: 1,719 shares 1,719 $202K <0.01% +428 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,101 shares 5,101 $201K <0.01% new Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 24,300 shares; 2025Q2: 24,300 shares; 2025Q3: 24,300 shares; 2025Q4: 24,300 shares; 2026Q1: 21,463 shares 21,463 $201K <0.01% -2,837 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,835 shares; 2025Q4: 7,974 shares; 2026Q1: 7,350 shares 7,350 $201K <0.01% -624 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 7,104 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares; 2026Q1: 6,390 shares 6,390 $201K <0.01% +15 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: 24 shares; 2025Q3: 120 shares; 2025Q4: 555 shares; 2026Q1: 1,227 shares 1,227 $201K <0.01% +672 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,569 shares; 2025Q1: 1,572 shares; 2025Q2: 1,776 shares; 2025Q3: 1,642 shares; 2025Q4: 1,513 shares; 2026Q1: 2,570 shares 2,570 $199K <0.01% +1,057 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,268 shares; 2025Q1: 15,370 shares; 2025Q2: 15,475 shares; 2025Q3: 15,582 shares; 2025Q4: 15,693 shares; 2026Q1: 15,813 shares 15,813 $199K <0.01% +120 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: 657 shares; 2025Q1: 157 shares; 2025Q2: 521 shares; 2025Q3: 2,088 shares; 2025Q4: 2,169 shares; 2026Q1: 2,817 shares 2,817 $199K <0.01% +648 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares 2,904 $198K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 206 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 364 shares; 2026Q1: 366 shares 366 $198K <0.01% +2 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 20 shares; 2025Q3: 7 shares; 2025Q4: 1,046 shares; 2026Q1: 1,277 shares 1,277 $198K <0.01% +231 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 791 shares; 2025Q2: 839 shares; 2025Q3: 310 shares; 2025Q4: 286 shares; 2026Q1: 690 shares 690 $198K <0.01% +404 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,116 shares; 2025Q1: 10,696 shares; 2025Q2: 8,983 shares; 2025Q3: 9,023 shares; 2025Q4: 9,023 shares; 2026Q1: 10,252 shares 10,252 $197K <0.01% +1,229 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: 32,509 shares; 2024Q4: 21,722 shares; 2025Q1: 14,943 shares; 2025Q2: 20,956 shares; 2025Q3: 18,151 shares; 2025Q4: 18,318 shares; 2026Q1: 19,682 shares 19,682 $197K <0.01% +1,364 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: 2,232 shares; 2025Q1: 2,191 shares; 2025Q2: 2,243 shares; 2025Q3: 6,961 shares; 2025Q4: 7,020 shares; 2026Q1: 8,746 shares 8,746 $197K <0.01% +1,726 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $196K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 1,027 shares; 2025Q2: 1,127 shares; 2025Q3: 2,140 shares; 2025Q4: 2,347 shares; 2026Q1: 2,370 shares 2,370 $196K <0.01% +23 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,330 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,176 shares; 2026Q1: 2,120 shares 2,120 $196K <0.01% -56 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,077 shares; 2025Q1: 5,079 shares; 2025Q2: 5,213 shares; 2025Q3: 5,084 shares; 2025Q4: 5,124 shares; 2026Q1: 5,266 shares 5,266 $196K <0.01% +142 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO 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: 914 shares; 2025Q3: 4,079 shares; 2025Q4: 4,086 shares; 2026Q1: 4,080 shares 4,080 $195K <0.01% -6 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,522 shares; 2026Q1: 2,532 shares 2,532 $195K <0.01% +10 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 3,831 shares 3,831 $194K <0.01% +2,997 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: 2,310 shares; 2025Q1: 1,900 shares; 2025Q2: 1,903 shares; 2025Q3: 1,907 shares; 2025Q4: 2,330 shares; 2026Q1: 2,335 shares 2,335 $193K <0.01% +5 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 728 shares; 2025Q2: 828 shares; 2025Q3: 791 shares; 2025Q4: 1,099 shares; 2026Q1: 1,387 shares 1,387 $193K <0.01% +288 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 3,814 shares; 2026Q1: 3,814 shares 3,814 $192K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 198 shares; 2025Q2: 4,969 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 8,850 shares 8,850 $192K <0.01% +7,949 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 2,632 shares 2,632 $191K <0.01% +1,098 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,519 shares; 2025Q1: 2,684 shares; 2025Q2: 2,810 shares; 2025Q3: 2,688 shares; 2025Q4: 2,631 shares; 2026Q1: 2,932 shares 2,932 $191K <0.01% +301 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: not reported; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 379 shares; 2025Q3: 361 shares; 2025Q4: 332 shares; 2026Q1: 977 shares 977 $191K <0.01% +645 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: 569 shares; 2025Q2: 800 shares; 2025Q3: 927 shares; 2025Q4: 1,644 shares; 2026Q1: 2,328 shares 2,328 $191K <0.01% +684 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 181 shares; 2025Q2: 538 shares; 2025Q3: 286 shares; 2025Q4: 391 shares; 2026Q1: 1,329 shares 1,329 $191K <0.01% +938 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,348 shares; 2025Q3: 1,310 shares; 2025Q4: 1,316 shares; 2026Q1: 1,631 shares 1,631 $191K <0.01% +315 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 245 shares; 2025Q2: 250 shares; 2025Q3: 240 shares; 2025Q4: 225 shares; 2026Q1: 694 shares 694 $190K <0.01% +469 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,408 shares; 2025Q2: 1,686 shares; 2025Q3: 1,647 shares; 2025Q4: 1,621 shares; 2026Q1: 2,181 shares 2,181 $190K <0.01% +560 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,094 shares; 2024Q4: 24,378 shares; 2025Q1: 26,480 shares; 2025Q2: 24,871 shares; 2025Q3: 23,454 shares; 2025Q4: 23,869 shares; 2026Q1: 22,432 shares 22,432 $190K <0.01% -1,437 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 271 shares; 2025Q3: 268 shares; 2025Q4: 750 shares; 2026Q1: 752 shares 752 $189K <0.01% +2 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 653 shares; 2025Q3: 1,166 shares; 2025Q4: 1,297 shares; 2026Q1: 4,649 shares 4,649 $188K <0.01% +3,352 Timeline CHYM CHIME FINL INC More: the full row for CHIME 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: 29 shares; 2026Q1: 10,056 shares 10,056 $188K <0.01% +10,027 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,781 shares; 2024Q4: 9,113 shares; 2025Q1: 6,915 shares; 2025Q2: 5,857 shares; 2025Q3: 5,473 shares; 2025Q4: 3,715 shares; 2026Q1: 2,936 shares 2,936 $188K <0.01% -779 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares; 2026Q1: 2,975 shares 2,975 $188K <0.01% +285 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: 2,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,660 shares; 2025Q3: 1,734 shares; 2025Q4: 1,622 shares; 2026Q1: 1,760 shares 1,760 $188K <0.01% +138 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 7,200 shares; 2026Q1: 5,575 shares 5,575 $188K <0.01% -1,625 Timeline EWZ 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 4,866 shares 4,866 $187K <0.01% +4,766 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 1,550 shares; 2025Q4: 3,900 shares; 2026Q1: 4,036 shares 4,036 $186K <0.01% +136 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,178 shares; 2025Q1: 49,306 shares; 2025Q2: 55,720 shares; 2025Q3: 56,107 shares; 2025Q4: 23,824 shares; 2026Q1: 3,727 shares 3,727 $186K <0.01% -20,097 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 200 shares; 2025Q3: 47 shares; 2025Q4: not reported; 2026Q1: 8,884 shares 8,884 $186K <0.01% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 12 shares; 2025Q3: 55 shares; 2025Q4: 101 shares; 2026Q1: 664 shares 664 $186K <0.01% +563 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: 13,038 shares; 2025Q1: 13,038 shares; 2025Q2: 13,154 shares; 2025Q3: 13,284 shares; 2025Q4: 74 shares; 2026Q1: 2,864 shares 2,864 $186K <0.01% +2,790 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,953 shares; 2025Q1: 8,242 shares; 2025Q2: 6,893 shares; 2025Q3: 5,927 shares; 2025Q4: 3,909 shares; 2026Q1: 3,667 shares 3,667 $186K <0.01% -242 Timeline ONEY 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: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 1,544 shares 1,544 $185K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,340 shares 2,340 $185K <0.01% +32 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,280 shares; 2025Q1: 5,537 shares; 2025Q2: 5,190 shares; 2025Q3: 5,145 shares; 2025Q4: 4,855 shares; 2026Q1: 5,123 shares 5,123 $185K <0.01% +268 Timeline ILF 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: 5,045 shares; 2026Q1: 5,183 shares 5,183 $184K <0.01% +138 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 190 shares; 2025Q2: 157 shares; 2025Q3: 131 shares; 2025Q4: 239 shares; 2026Q1: 1,516 shares 1,516 $184K <0.01% +1,277 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 4,492 shares; 2025Q1: 2,613 shares; 2025Q2: 2,630 shares; 2025Q3: 1,707 shares; 2025Q4: 1,966 shares; 2026Q1: 3,413 shares 3,413 $183K <0.01% +1,447 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $182K <0.01% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 6,005 shares; 2025Q3: 7,440 shares; 2025Q4: 7,452 shares; 2026Q1: 7,106 shares 7,106 $182K <0.01% -346 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 487 shares; 2025Q3: 373 shares; 2025Q4: 360 shares; 2026Q1: 564 shares 564 $182K <0.01% +204 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 292 shares; 2025Q1: 309 shares; 2025Q2: 397 shares; 2025Q3: 304 shares; 2025Q4: 290 shares; 2026Q1: 1,970 shares 1,970 $181K <0.01% +1,680 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: 249 shares; 2025Q1: 511 shares; 2025Q2: 469 shares; 2025Q3: 374 shares; 2025Q4: 423 shares; 2026Q1: 4,469 shares 4,469 $181K <0.01% +4,046 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: not reported; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 11,313 shares; 2025Q3: 1,943 shares; 2025Q4: 2,223 shares; 2026Q1: 9,171 shares 9,171 $181K <0.01% +6,948 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 981 shares 981 $181K <0.01% -10 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,538 shares; 2026Q1: 17,660 shares 17,660 $181K <0.01% +122 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,326 shares; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,400 shares; 2026Q1: 3,970 shares 3,970 $179K <0.01% +570 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,397 shares; 2025Q2: 1,073 shares; 2025Q3: 1,287 shares; 2025Q4: 1,312 shares; 2026Q1: 1,342 shares 1,342 $179K <0.01% +30 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 63 shares; 2025Q3: 62 shares; 2025Q4: 59 shares; 2026Q1: 81 shares 81 $178K <0.01% +22 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: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,825 shares; 2025Q3: 1,784 shares; 2025Q4: 1,602 shares; 2026Q1: 1,621 shares 1,621 $177K <0.01% +19 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: 3,327 shares; 2025Q1: 3,327 shares; 2025Q2: 3,327 shares; 2025Q3: 5,377 shares; 2025Q4: 7,577 shares; 2026Q1: 7,927 shares 7,927 $177K <0.01% +350 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,833 shares; 2025Q1: 10,833 shares; 2025Q2: 11,848 shares; 2025Q3: 10,833 shares; 2025Q4: 33,144 shares; 2026Q1: 48,265 shares 48,265 $177K <0.01% +15,121 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 519 shares 519 $176K <0.01% +511 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,344 shares; 2025Q1: 2,641 shares; 2025Q2: 2,607 shares; 2025Q3: 2,237 shares; 2025Q4: 3,004 shares; 2026Q1: 13,401 shares 13,401 $176K <0.01% +10,397 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 755 shares; 2025Q1: 720 shares; 2025Q2: 823 shares; 2025Q3: 1,030 shares; 2025Q4: 961 shares; 2026Q1: 835 shares 835 $175K <0.01% -126 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,727 shares; 2025Q1: 2,641 shares; 2025Q2: 2,593 shares; 2025Q3: 2,559 shares; 2025Q4: 2,269 shares; 2026Q1: 2,425 shares 2,425 $174K <0.01% +156 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,029 shares; 2025Q1: 14,985 shares; 2025Q2: 11,509 shares; 2025Q3: 11,800 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $174K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 666 shares; 2025Q2: 715 shares; 2025Q3: 632 shares; 2025Q4: 954 shares; 2026Q1: 5,111 shares 5,111 $174K <0.01% +4,157 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 718 shares; 2025Q2: 942 shares; 2025Q3: 939 shares; 2025Q4: 892 shares; 2026Q1: 1,149 shares 1,149 $174K <0.01% +257 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,232 shares; 2025Q2: 1,215 shares; 2025Q3: 1,287 shares; 2025Q4: 1,707 shares; 2026Q1: 2,146 shares 2,146 $174K <0.01% +439 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 299 shares; 2025Q2: 401 shares; 2025Q3: 299 shares; 2025Q4: 363 shares; 2026Q1: 6,807 shares 6,807 $173K <0.01% +6,444 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,693 shares; 2026Q1: 2,700 shares 2,700 $173K <0.01% +7 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 1,824 shares; 2025Q3: 4,349 shares; 2025Q4: 4,525 shares; 2026Q1: 5,792 shares 5,792 $172K <0.01% +1,267 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 12,100 shares; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares 20,100 $172K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,611 shares; 2025Q1: 1,615 shares; 2025Q2: 1,619 shares; 2025Q3: 6,483 shares; 2025Q4: 3,851 shares; 2026Q1: 4,354 shares 4,354 $172K <0.01% +503 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 117 shares; 2025Q2: 580 shares; 2025Q3: 328 shares; 2025Q4: 269 shares; 2026Q1: 1,734 shares 1,734 $171K <0.01% +1,465 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,181 shares; 2025Q1: 4,192 shares; 2025Q2: 4,235 shares; 2025Q3: 4,005 shares; 2025Q4: 4,006 shares; 2026Q1: 3,869 shares 3,869 $171K <0.01% -137 Timeline FAN 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: 5,361 shares; 2025Q1: 5,351 shares; 2025Q2: 5,361 shares; 2025Q3: 6,878 shares; 2025Q4: 6,888 shares; 2026Q1: 6,888 shares 6,888 $170K <0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 2,151 shares; 2025Q3: 1,000 shares; 2025Q4: 1,240 shares; 2026Q1: 3,761 shares 3,761 $170K <0.01% +2,521 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 3,929 shares 3,929 $169K <0.01% +1,729 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares 2,692 $169K <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: 5,676 shares; 2024Q4: 4,183 shares; 2025Q1: 3,304 shares; 2025Q2: 4,829 shares; 2025Q3: 3,533 shares; 2025Q4: 3,468 shares; 2026Q1: 5,099 shares 5,099 $169K <0.01% +1,631 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 8,475 shares; 2025Q2: 9,594 shares; 2025Q3: 9,188 shares; 2025Q4: 4,501 shares; 2026Q1: 6,491 shares 6,491 $169K <0.01% +1,990 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 12,233 shares; 2025Q1: 14,841 shares; 2025Q2: 14,855 shares; 2025Q3: 14,855 shares; 2025Q4: 13,054 shares; 2026Q1: 18,161 shares 18,161 $169K <0.01% +5,107 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 3,151 shares; 2025Q2: 6,051 shares; 2025Q3: 4,345 shares; 2025Q4: 5,234 shares; 2026Q1: 5,842 shares 5,842 $168K <0.01% +608 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 352 shares; 2025Q2: 434 shares; 2025Q3: 258 shares; 2025Q4: 323 shares; 2026Q1: 1,989 shares 1,989 $168K <0.01% +1,666 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 11,531 shares; 2025Q3: 15,152 shares; 2025Q4: 14,550 shares; 2026Q1: 14,660 shares 14,660 $168K <0.01% +110 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 430 shares; 2025Q3: 579 shares; 2025Q4: 685 shares; 2026Q1: 2,081 shares 2,081 $167K <0.01% +1,396 Timeline EWP 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: 3,069 shares 3,069 $167K <0.01% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 511 shares; 2025Q2: 522 shares; 2025Q3: 482 shares; 2025Q4: 480 shares; 2026Q1: 518 shares 518 $166K <0.01% +38 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,365 shares; 2025Q4: 22,365 shares; 2026Q1: 21,990 shares 21,990 $166K <0.01% -375 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares 2,875 $166K <0.01% 0 Timeline