MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: 9,244 shares; 2025Q2: 10,706 shares; 2025Q3: 12,126 shares; 2025Q4: 16,129 shares; 2026Q1: 17,339 shares 17,339 $166K <0.01% +1,210 Timeline EQWL 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: 1,576 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $166K <0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,879 shares; 2025Q2: 4,879 shares; 2025Q3: 4,879 shares; 2025Q4: 4,924 shares; 2026Q1: 11,141 shares 11,141 $165K <0.01% +6,217 Timeline JPUS 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: 1,249 shares; 2025Q1: 1,250 shares; 2025Q2: 1,252 shares; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares; 2026Q1: 1,257 shares 1,257 $164K <0.01% +1 Timeline LOWV 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: 2,215 shares 2,215 $164K <0.01% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,764 shares; 2026Q1: 5,846 shares 5,846 $163K <0.01% +1,082 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 107 shares; 2025Q2: 124 shares; 2025Q3: 113 shares; 2025Q4: 989 shares; 2026Q1: 270 shares 270 $163K <0.01% -719 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,807 shares; 2025Q2: 1,968 shares; 2025Q3: 2,533 shares; 2025Q4: 2,222 shares; 2026Q1: 2,503 shares 2,503 $163K <0.01% +281 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,059 shares; 2025Q1: 3,021 shares; 2025Q2: 3,006 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $163K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,775 shares; 2025Q2: 5,586 shares; 2025Q3: 6,078 shares; 2025Q4: 7,712 shares; 2026Q1: 6,535 shares 6,535 $163K <0.01% -1,177 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 35 shares; 2025Q2: 102 shares; 2025Q3: 58 shares; 2025Q4: 53 shares; 2026Q1: 705 shares 705 $162K <0.01% +652 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP 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: 202 shares; 2025Q3: 77 shares; 2025Q4: 139 shares; 2026Q1: 913 shares 913 $162K <0.01% +774 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: 4,197 shares; 2025Q2: 7,355 shares; 2025Q3: 6,853 shares; 2025Q4: 7,090 shares; 2026Q1: 7,121 shares 7,121 $162K <0.01% +31 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 8,348 shares; 2025Q2: 10,460 shares; 2025Q3: 10,178 shares; 2025Q4: 9,030 shares; 2026Q1: 10,763 shares 10,763 $162K <0.01% +1,733 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,500 shares; 2025Q4: 106,878 shares; 2026Q1: 107,578 shares 107,578 $161K <0.01% +700 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 6,344 shares; 2025Q3: 4,936 shares; 2025Q4: 5,081 shares; 2026Q1: 5,285 shares 5,285 $161K <0.01% +204 Timeline VWOB 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: 2,149 shares; 2025Q1: 2,137 shares; 2025Q2: 2,142 shares; 2025Q3: 2,090 shares; 2025Q4: 2,420 shares; 2026Q1: 2,451 shares 2,451 $161K <0.01% +31 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 11,015 shares 11,015 $161K <0.01% +8,333 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: 630 shares; 2025Q2: 680 shares; 2025Q3: 579 shares; 2025Q4: 639 shares; 2026Q1: 933 shares 933 $161K <0.01% +294 Timeline EWI 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: 3,000 shares 3,000 $160K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,979 shares; 2025Q2: 3,817 shares; 2025Q3: 5,191 shares; 2025Q4: 2,660 shares; 2026Q1: 3,973 shares 3,973 $160K <0.01% +1,313 Timeline EWC 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: 608 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,732 shares; 2025Q4: 2,742 shares; 2026Q1: 2,914 shares 2,914 $160K <0.01% +172 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 1,559 shares; 2025Q1: 1,585 shares; 2025Q2: 1,519 shares; 2025Q3: 1,515 shares; 2025Q4: 1,521 shares; 2026Q1: 1,538 shares 1,538 $159K <0.01% +17 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 368 shares; 2025Q3: 713 shares; 2025Q4: 765 shares; 2026Q1: 1,108 shares 1,108 $159K <0.01% +343 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,601 shares; 2025Q1: 3,791 shares; 2025Q2: 4,259 shares; 2025Q3: 3,890 shares; 2025Q4: 4,001 shares; 2026Q1: 6,094 shares 6,094 $159K <0.01% +2,093 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,104 shares; 2025Q1: 2,209 shares; 2025Q2: 2,270 shares; 2025Q3: 2,209 shares; 2025Q4: 2,584 shares; 2026Q1: 3,035 shares 3,035 $159K <0.01% +451 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,340 shares; 2026Q1: 1,350 shares 1,350 $158K <0.01% +10 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,100 shares; 2025Q1: 2,621 shares; 2025Q2: 1,917 shares; 2025Q3: 2,061 shares; 2025Q4: 2,256 shares; 2026Q1: 2,149 shares 2,149 $158K <0.01% -107 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,084 shares; 2025Q2: 1,156 shares; 2025Q3: 1,410 shares; 2025Q4: 1,190 shares; 2026Q1: 1,580 shares 1,580 $158K <0.01% +390 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 211 shares; 2025Q2: 215 shares; 2025Q3: 292 shares; 2025Q4: 1,141 shares; 2026Q1: 1,093 shares 1,093 $158K <0.01% -48 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares 4,990 $158K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,669 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares 1,555 $157K <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 197 shares; 2025Q3: 4,868 shares; 2025Q4: 6,912 shares; 2026Q1: 6,918 shares 6,918 $157K <0.01% +6 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 89 shares; 2025Q4: 57 shares; 2026Q1: 1,103 shares 1,103 $157K <0.01% +1,046 Timeline EWK 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: 6,450 shares 6,450 $157K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,819 shares; 2025Q1: 6,903 shares; 2025Q2: 6,991 shares; 2025Q3: 7,074 shares; 2025Q4: 10,259 shares; 2026Q1: 11,353 shares 11,353 $157K <0.01% +1,094 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,784 shares; 2025Q3: 4,736 shares; 2025Q4: 4,441 shares; 2026Q1: 4,495 shares 4,495 $156K <0.01% +54 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,742 shares; 2025Q3: 1,467 shares; 2025Q4: 1,500 shares; 2026Q1: 1,715 shares 1,715 $156K <0.01% +215 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 33 shares; 2025Q4: 107 shares; 2026Q1: 1,067 shares 1,067 $156K <0.01% +960 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 5,943 shares; 2026Q1: 6,100 shares 6,100 $156K <0.01% +157 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: 735 shares; 2025Q2: 676 shares; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares; 2026Q1: 680 shares 680 $156K <0.01% -633 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 135 shares; 2025Q3: 875 shares; 2025Q4: 542 shares; 2026Q1: 530 shares 530 $155K <0.01% -12 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,665 shares; 2025Q2: 2,485 shares; 2025Q3: 1,453 shares; 2025Q4: 1,530 shares; 2026Q1: 1,821 shares 1,821 $154K <0.01% +291 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 516 shares; 2025Q4: 562 shares; 2026Q1: 1,340 shares 1,340 $154K <0.01% +778 Timeline VOTE 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: 1,967 shares; 2025Q1: 1,972 shares; 2025Q2: 1,977 shares; 2025Q3: 1,983 shares; 2025Q4: 1,987 shares; 2026Q1: 2,017 shares 2,017 $154K <0.01% +30 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 821 shares; 2025Q2: 790 shares; 2025Q3: 867 shares; 2025Q4: 1,362 shares; 2026Q1: 1,482 shares 1,482 $154K <0.01% +120 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 224 shares; 2025Q3: 131 shares; 2025Q4: 236 shares; 2026Q1: 756 shares 756 $153K <0.01% +520 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,438 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares 6,299 $153K <0.01% 0 Timeline EZU 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: 566 shares; 2025Q1: 714 shares; 2025Q2: 833 shares; 2025Q3: 772 shares; 2025Q4: 1,395 shares; 2026Q1: 2,440 shares 2,440 $153K <0.01% +1,045 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 14,900 shares 14,900 $152K <0.01% +12,500 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,744 shares; 2025Q1: 4,849 shares; 2025Q2: 5,008 shares; 2025Q3: 4,977 shares; 2025Q4: 4,798 shares; 2026Q1: 5,540 shares 5,540 $152K <0.01% +742 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 18 shares; 2025Q2: 145 shares; 2025Q3: 249 shares; 2025Q4: 235 shares; 2026Q1: 637 shares 637 $152K <0.01% +402 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,544 shares; 2025Q1: 1,576 shares; 2025Q2: 1,604 shares; 2025Q3: 1,511 shares; 2025Q4: 1,622 shares; 2026Q1: 5,466 shares 5,466 $152K <0.01% +3,844 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,511 shares; 2024Q4: 54,691 shares; 2025Q1: 53,197 shares; 2025Q2: 8,621 shares; 2025Q3: 9,311 shares; 2025Q4: 9,482 shares; 2026Q1: 15,945 shares 15,945 $151K <0.01% +6,463 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,020 shares; 2025Q1: 3,018 shares; 2025Q2: 3,035 shares; 2025Q3: 2,980 shares; 2025Q4: 2,722 shares; 2026Q1: 3,003 shares 3,003 $151K <0.01% +281 Timeline BMVP 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: 3,027 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 3,027 shares 3,027 $151K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 113 shares; 2025Q2: 1,209 shares; 2025Q3: 1,132 shares; 2025Q4: 640 shares; 2026Q1: 786 shares 786 $151K <0.01% +146 Timeline UYG 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: 885 shares; 2025Q1: 885 shares; 2025Q2: 880 shares; 2025Q3: 1,055 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $150K <0.01% 0 Timeline FELC 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: 904 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 4,138 shares; 2026Q1: 4,138 shares 4,138 $150K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,300 shares; 2025Q1: 5,845 shares; 2025Q2: 5,866 shares; 2025Q3: 5,891 shares; 2025Q4: 5,892 shares; 2026Q1: 9,422 shares 9,422 $150K <0.01% +3,530 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,407 shares; 2025Q1: 1,405 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,326 shares; 2026Q1: 1,355 shares 1,355 $150K <0.01% +29 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 122 shares; 2025Q3: 130 shares; 2025Q4: 127 shares; 2026Q1: 233 shares 233 $149K <0.01% +106 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 310 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,100 shares; 2026Q1: 3,498 shares 3,498 $149K <0.01% +2,398 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,195 shares; 2025Q1: 4,294 shares; 2025Q2: 4,508 shares; 2025Q3: 3,714 shares; 2025Q4: 4,615 shares; 2026Q1: 6,668 shares 6,668 $148K <0.01% +2,053 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 5,022 shares; 2025Q3: 4,310 shares; 2025Q4: 4,246 shares; 2026Q1: 4,846 shares 4,846 $148K <0.01% +600 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 38 shares; 2025Q2: 199 shares; 2025Q3: 21 shares; 2025Q4: 296 shares; 2026Q1: 5,947 shares 5,947 $148K <0.01% +5,651 Timeline FMAT 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: 2,543 shares; 2025Q1: 2,550 shares; 2025Q2: 2,558 shares; 2025Q3: 2,546 shares; 2025Q4: 2,534 shares; 2026Q1: 2,547 shares 2,547 $147K <0.01% +13 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 638 shares; 2025Q2: 949 shares; 2025Q3: 3,961 shares; 2025Q4: 4,133 shares; 2026Q1: 7,988 shares 7,988 $146K <0.01% +3,855 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,116 shares; 2025Q1: 1,198 shares; 2025Q2: 1,390 shares; 2025Q3: 834 shares; 2025Q4: 1,096 shares; 2026Q1: 1,762 shares 1,762 $146K <0.01% +666 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,323 shares; 2025Q1: 5,433 shares; 2025Q2: 6,279 shares; 2025Q3: 7,220 shares; 2025Q4: 7,378 shares; 2026Q1: 7,340 shares 7,340 $146K <0.01% -38 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares 1,964 $146K <0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 120 shares; 2025Q2: 344 shares; 2025Q3: 2,451 shares; 2025Q4: 2,452 shares; 2026Q1: 2,351 shares 2,351 $145K <0.01% -101 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,344 shares; 2025Q1: 3,429 shares; 2025Q2: 3,519 shares; 2025Q3: 3,254 shares; 2025Q4: 2,096 shares; 2026Q1: 2,002 shares 2,002 $145K <0.01% -94 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 256 shares; 2025Q3: 150 shares; 2025Q4: 331 shares; 2026Q1: 2,495 shares 2,495 $144K <0.01% +2,164 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 672 shares; 2025Q1: 771 shares; 2025Q2: 1,171 shares; 2025Q3: 970 shares; 2025Q4: 927 shares; 2026Q1: 1,278 shares 1,278 $144K <0.01% +351 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,226 shares; 2025Q1: 6,855 shares; 2025Q2: 7,508 shares; 2025Q3: 7,841 shares; 2025Q4: 8,880 shares; 2026Q1: 9,583 shares 9,583 $144K <0.01% +703 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares 1,568 $143K <0.01% new Timeline SOXQ 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: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,400 shares; 2026Q1: 2,400 shares 2,400 $143K <0.01% -2,000 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,832 shares; 2025Q1: 4,393 shares; 2025Q2: 4,465 shares; 2025Q3: 4,478 shares; 2025Q4: 4,513 shares; 2026Q1: 4,540 shares 4,540 $143K <0.01% +27 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,054 shares; 2025Q1: 1,062 shares; 2025Q2: 1,071 shares; 2025Q3: 1,161 shares; 2025Q4: 1,205 shares; 2026Q1: 1,422 shares 1,422 $143K <0.01% +217 Timeline COLO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $143K <0.01% new Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 12,453 shares; 2026Q1: 12,450 shares 12,450 $142K <0.01% -3 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 7,237 shares; 2025Q1: 4,147 shares; 2025Q2: 1,730 shares; 2025Q3: 1,570 shares; 2025Q4: 1,125 shares; 2026Q1: 963 shares 963 $142K <0.01% -162 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,516 shares; 2025Q2: 1,726 shares; 2025Q3: 1,695 shares; 2025Q4: 1,549 shares; 2026Q1: 2,248 shares 2,248 $142K <0.01% +699 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,517 shares; 2025Q1: 1,533 shares; 2025Q2: 1,244 shares; 2025Q3: 1,284 shares; 2025Q4: 1,295 shares; 2026Q1: 1,393 shares 1,393 $141K <0.01% +98 Timeline CMBS 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $141K <0.01% 0 Timeline VAW 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: 307 shares; 2025Q1: 340 shares; 2025Q2: 379 shares; 2025Q3: 554 shares; 2025Q4: 465 shares; 2026Q1: 627 shares 627 $141K <0.01% +162 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,565 shares; 2025Q3: 1,533 shares; 2025Q4: 1,535 shares; 2026Q1: 1,548 shares 1,548 $141K <0.01% +13 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,452 shares; 2025Q1: 15,463 shares; 2025Q2: 15,474 shares; 2025Q3: 15,485 shares; 2025Q4: 15,497 shares; 2026Q1: 15,510 shares 15,510 $141K <0.01% +13 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,090 shares; 2026Q1: 8,035 shares 8,035 $141K <0.01% -55 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $141K <0.01% 0 KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: 2,566 shares; 2025Q2: 4,149 shares; 2025Q3: 3,840 shares; 2025Q4: 3,882 shares; 2026Q1: 5,337 shares 5,337 $141K <0.01% +1,455 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: 832 shares; 2025Q2: 853 shares; 2025Q3: 989 shares; 2025Q4: 1,518 shares; 2026Q1: 1,587 shares 1,587 $140K <0.01% +69 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares; 2025Q4: 1,612 shares; 2026Q1: 1,623 shares 1,623 $140K <0.01% +11 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 461 shares; 2025Q2: 1,064 shares; 2025Q3: 546 shares; 2025Q4: 1,764 shares; 2026Q1: 1,953 shares 1,953 $140K <0.01% +189 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 806 shares; 2026Q1: 1,719 shares 1,719 $140K <0.01% +913 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 276 shares; 2025Q3: 2,648 shares; 2025Q4: 2,738 shares; 2026Q1: 9,776 shares 9,776 $139K <0.01% +7,038 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 6,118 shares; 2026Q1: 6,777 shares 6,777 $139K <0.01% +659 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 135 shares; 2025Q4: 169 shares; 2026Q1: 1,911 shares 1,911 $139K <0.01% +1,742 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 5,045 shares; 2026Q1: 5,853 shares 5,853 $139K <0.01% +808 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 4,431 shares; 2025Q4: 2,255 shares; 2026Q1: 11,200 shares 11,200 $139K <0.01% +8,945 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 3,834 shares; 2026Q1: 3,835 shares 3,835 $139K <0.01% +1 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 106 shares; 2025Q3: 40 shares; 2025Q4: 195 shares; 2026Q1: 1,855 shares 1,855 $138K <0.01% +1,660 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,208 shares; 2025Q3: 2,081 shares; 2025Q4: 2,095 shares; 2026Q1: 2,329 shares 2,329 $138K <0.01% +234 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 300 shares; 2025Q2: 21,104 shares; 2025Q3: 4,338 shares; 2025Q4: 7,186 shares; 2026Q1: 15,300 shares 15,300 $137K <0.01% +8,114 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,131 shares; 2025Q3: 4,201 shares; 2025Q4: 4,266 shares; 2026Q1: 4,362 shares 4,362 $137K <0.01% +96 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 5,318 shares; 2025Q2: 5,438 shares; 2025Q3: 5,558 shares; 2025Q4: 5,211 shares; 2026Q1: 7,961 shares 7,961 $137K <0.01% +2,750 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 920 shares; 2025Q1: 817 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,144 shares; 2026Q1: 1,139 shares 1,139 $137K <0.01% -5 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 213 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 410 shares; 2026Q1: 724 shares 724 $137K <0.01% +314 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 627 shares; 2025Q2: 869 shares; 2025Q3: 654 shares; 2025Q4: 632 shares; 2026Q1: 938 shares 938 $136K <0.01% +306 Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 89,100 shares 89,100 $136K <0.01% +89,000 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,378 shares 10,378 $136K <0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,135 shares; 2025Q1: 9,181 shares; 2025Q2: 9,405 shares; 2025Q3: 9,331 shares; 2025Q4: 10,164 shares; 2026Q1: 19,590 shares 19,590 $136K <0.01% +9,426 Timeline SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $136K <0.01% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 4,687 shares; 2026Q1: 4,399 shares 4,399 $136K <0.01% -288 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 1,199 shares; 2026Q1: 1,210 shares 1,210 $136K <0.01% +11 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,533 shares; 2025Q1: 1,380 shares; 2025Q2: 1,009 shares; 2025Q3: 868 shares; 2025Q4: 1,036 shares; 2026Q1: 1,150 shares 1,150 $135K <0.01% +114 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,813 shares; 2026Q1: 1,813 shares 1,813 $135K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,464 shares; 2025Q1: 5,216 shares; 2025Q2: 5,486 shares; 2025Q3: 5,626 shares; 2025Q4: 11,154 shares; 2026Q1: 15,163 shares 15,163 $135K <0.01% +4,009 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,120 shares; 2025Q2: 1,204 shares; 2025Q3: 1,162 shares; 2025Q4: 1,331 shares; 2026Q1: 1,540 shares 1,540 $134K <0.01% +209 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 17,731 shares; 2025Q1: 1,543 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,590 shares 1,590 $134K <0.01% +50 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 210 shares; 2025Q3: 1,981 shares; 2025Q4: 2,346 shares; 2026Q1: 3,181 shares 3,181 $134K <0.01% +835 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 8,952 shares; 2025Q1: 8,952 shares; 2025Q2: 8,952 shares; 2025Q3: 7,577 shares; 2025Q4: 9,092 shares; 2026Q1: 9,175 shares 9,175 $133K <0.01% +83 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 2,934 shares; 2025Q2: 4,121 shares; 2025Q3: 3,309 shares; 2025Q4: 3,277 shares; 2026Q1: 3,855 shares 3,855 $133K <0.01% +578 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,500 shares; 2026Q1: 1,562 shares 1,562 $133K <0.01% +62 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 673 shares; 2025Q1: 651 shares; 2025Q2: 785 shares; 2025Q3: 880 shares; 2025Q4: 1,266 shares; 2026Q1: 2,125 shares 2,125 $133K <0.01% +859 Timeline IWC 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: 378 shares; 2025Q1: 471 shares; 2025Q2: 647 shares; 2025Q3: 681 shares; 2025Q4: 981 shares; 2026Q1: 831 shares 831 $133K <0.01% -150 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 3,989 shares; 2025Q4: 4,108 shares; 2026Q1: 15,821 shares 15,821 $133K <0.01% +11,713 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,750 shares; 2026Q1: 1,818 shares 1,818 $132K <0.01% +68 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,792 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 6,009 shares; 2025Q4: 5,325 shares; 2026Q1: 3,584 shares 3,584 $132K <0.01% -1,741 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 37 shares; 2025Q2: 82 shares; 2025Q3: 70 shares; 2025Q4: 139 shares; 2026Q1: 761 shares 761 $132K <0.01% +622 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 5,326 shares 5,326 $132K <0.01% +5,208 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 119 shares; 2025Q3: 30 shares; 2025Q4: 126 shares; 2026Q1: 443 shares 443 $132K <0.01% +317 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $131K <0.01% 0 Timeline PSCT 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: 2,871 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares 2,184 $131K <0.01% 0 Timeline GRNB 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: 4,187 shares; 2025Q1: 4,498 shares; 2025Q2: 4,619 shares; 2025Q3: 5,040 shares; 2025Q4: 5,290 shares; 2026Q1: 5,404 shares 5,404 $129K <0.01% +114 Timeline EJAN 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: 3,813 shares 3,813 $129K <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 153 shares; 2025Q2: 226 shares; 2025Q3: 183 shares; 2025Q4: 114 shares; 2026Q1: 765 shares 765 $129K <0.01% +651 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 144 shares; 2025Q2: 179 shares; 2025Q3: 160 shares; 2025Q4: 292 shares; 2026Q1: 5,969 shares 5,969 $129K <0.01% +5,677 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 4,421 shares; 2025Q1: 4,310 shares; 2025Q2: 8,889 shares; 2025Q3: 4,931 shares; 2025Q4: 5,341 shares; 2026Q1: 5,957 shares 5,957 $129K <0.01% +616 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 240 shares; 2025Q4: 224 shares; 2026Q1: 225 shares 225 $129K <0.01% +1 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,791 shares 1,791 $129K <0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC 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: 30 shares; 2025Q3: 4 shares; 2025Q4: 10 shares; 2026Q1: 163 shares 163 $128K <0.01% +153 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 86 shares; 2025Q3: 18 shares; 2025Q4: 477 shares; 2026Q1: 4,568 shares 4,568 $128K <0.01% +4,091 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares 2,369 $127K <0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 621 shares; 2025Q3: 670 shares; 2025Q4: 673 shares; 2026Q1: 1,085 shares 1,085 $127K <0.01% +412 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 150 shares; 2025Q3: 107 shares; 2025Q4: 1,422 shares; 2026Q1: 1,562 shares 1,562 $127K <0.01% +140 Timeline AVLV 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: 8,429 shares; 2025Q4: 6,695 shares; 2026Q1: 1,573 shares 1,573 $127K <0.01% -5,122 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 640 shares; 2025Q3: 625 shares; 2025Q4: 566 shares; 2026Q1: 1,093 shares 1,093 $127K <0.01% +527 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 453 shares; 2025Q2: 476 shares; 2025Q3: 469 shares; 2025Q4: 466 shares; 2026Q1: 516 shares 516 $126K <0.01% +50 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 885 shares; 2025Q2: 1,269 shares; 2025Q3: 717 shares; 2025Q4: 760 shares; 2026Q1: 2,158 shares 2,158 $126K <0.01% +1,398 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 12,511 shares; 2025Q1: 16,634 shares; 2025Q2: 16,955 shares; 2025Q3: 17,316 shares; 2025Q4: 17,516 shares; 2026Q1: 18,342 shares 18,342 $126K <0.01% +826 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,014 shares 9,014 $125K <0.01% new Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 5,803 shares; 2025Q4: 5,817 shares; 2026Q1: 5,824 shares 5,824 $125K <0.01% +7 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 317 shares; 2025Q3: 246 shares; 2025Q4: 204 shares; 2026Q1: 3,457 shares 3,457 $125K <0.01% +3,253 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 408 shares; 2025Q2: 907 shares; 2025Q3: 560 shares; 2025Q4: 1,234 shares; 2026Q1: 1,656 shares 1,656 $125K <0.01% +422 Timeline IDLV 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: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares; 2026Q1: 3,622 shares 3,622 $125K <0.01% +2,011 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 4,354 shares; 2025Q2: 4,532 shares; 2025Q3: 5,072 shares; 2025Q4: 5,276 shares; 2026Q1: 5,383 shares 5,383 $125K <0.01% +107 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,019 shares 1,019 $124K <0.01% +19 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: 2,281 shares; 2025Q2: 15,200 shares; 2025Q3: 6,445 shares; 2025Q4: 6,371 shares; 2026Q1: 10,943 shares 10,943 $123K <0.01% +4,572 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 2,767 shares 2,767 $123K <0.01% +2,625 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP 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: 335 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 3,736 shares 3,736 $123K <0.01% +3,620 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 92 shares; 2025Q2: 81 shares; 2025Q3: 56 shares; 2025Q4: 112 shares; 2026Q1: 926 shares 926 $123K <0.01% +814 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 1,625 shares; 2025Q2: 2,085 shares; 2025Q3: 1,894 shares; 2025Q4: 1,738 shares; 2026Q1: 1,884 shares 1,884 $123K <0.01% +146 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 104 shares; 2025Q3: 38 shares; 2025Q4: 1,428 shares; 2026Q1: 1,770 shares 1,770 $122K <0.01% +342 Timeline IVOV 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: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $122K <0.01% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 93 shares; 2025Q2: 403 shares; 2025Q3: 379 shares; 2025Q4: 431 shares; 2026Q1: 1,768 shares 1,768 $122K <0.01% +1,337 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,444 shares; 2025Q1: 19,444 shares; 2025Q2: 19,444 shares; 2025Q3: 19,444 shares; 2025Q4: 19,444 shares; 2026Q1: 19,444 shares 19,444 $122K <0.01% 0 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284 shares; 2025Q1: 161 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 207 shares; 2026Q1: 8,501 shares 8,501 $122K <0.01% +8,294 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $122K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 629 shares; 2025Q2: 754 shares; 2025Q3: 638 shares; 2025Q4: 802 shares; 2026Q1: 1,294 shares 1,294 $122K <0.01% +492 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,296 shares 1,296 $121K <0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: 1,468 shares; 2025Q2: 1,318 shares; 2025Q3: 1,268 shares; 2025Q4: 1,362 shares; 2026Q1: 1,168 shares 1,168 $120K <0.01% -194 Timeline PTH 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: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,454 shares 2,454 $120K <0.01% -19 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 383 shares; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 4,340 shares 4,340 $120K <0.01% +4,212 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: not reported; 2026Q1: 2,432 shares 2,432 $120K <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,408 shares; 2025Q1: 12,561 shares; 2025Q2: 12,669 shares; 2025Q3: 12,784 shares; 2025Q4: 12,859 shares; 2026Q1: 13,012 shares 13,012 $120K <0.01% +153 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 57 shares; 2025Q2: 140 shares; 2025Q3: 90 shares; 2025Q4: 91 shares; 2026Q1: 112 shares 112 $120K <0.01% +21 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 246 shares; 2025Q3: 84 shares; 2025Q4: 36 shares; 2026Q1: 1,140 shares 1,140 $119K <0.01% +1,104 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 1,685 shares 1,685 $119K <0.01% +1,616 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,277 shares 8,277 $119K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: 11,493 shares; 2026Q1: 11,493 shares 11,493 $118K <0.01% 0 Timeline IYZ 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: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares 3,003 $118K <0.01% 0 Timeline ARKW 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: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,191 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $117K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,360 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341 $117K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,440 shares; 2024Q4: 1,435 shares; 2025Q1: 10,302 shares; 2025Q2: 816 shares; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: 39,971 shares 39,971 $117K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 572 shares; 2025Q2: 938 shares; 2025Q3: 721 shares; 2025Q4: 520 shares; 2026Q1: 3,132 shares 3,132 $116K <0.01% +2,612 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 315 shares; 2025Q3: 231 shares; 2025Q4: 236 shares; 2026Q1: 3,550 shares 3,550 $116K <0.01% +3,314 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 121 shares; 2025Q2: 325 shares; 2025Q3: 117 shares; 2025Q4: 140 shares; 2026Q1: 498 shares 498 $116K <0.01% +358 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 165 shares; 2025Q2: 260 shares; 2025Q3: 208 shares; 2025Q4: 708 shares; 2026Q1: 759 shares 759 $116K <0.01% +51 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 1,865 shares; 2025Q4: 2,793 shares; 2026Q1: 2,793 shares 2,793 $116K <0.01% 0 Timeline REGL 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: 438 shares; 2025Q1: 438 shares; 2025Q2: 439 shares; 2025Q3: 1,240 shares; 2025Q4: 1,364 shares; 2026Q1: 1,333 shares 1,333 $115K <0.01% -31 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 896 shares; 2025Q3: 456 shares; 2025Q4: 1,729 shares; 2026Q1: 1,841 shares 1,841 $115K <0.01% +112 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 759 shares; 2025Q2: 794 shares; 2025Q3: 900 shares; 2025Q4: 956 shares; 2026Q1: 1,576 shares 1,576 $115K <0.01% +620 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 333 shares; 2025Q2: 361 shares; 2025Q3: 722 shares; 2025Q4: 630 shares; 2026Q1: 663 shares 663 $115K <0.01% +33 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,737 shares; 2025Q1: 4,737 shares; 2025Q2: 6,082 shares; 2025Q3: 4,737 shares; 2025Q4: 4,737 shares; 2026Q1: 4,737 shares 4,737 $115K <0.01% 0 Timeline FV 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: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $115K <0.01% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: 4,476 shares; 2025Q2: 4,516 shares; 2025Q3: 5,855 shares; 2025Q4: 5,957 shares; 2026Q1: 5,957 shares 5,957 $114K <0.01% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 2,081 shares; 2026Q1: 2,086 shares 2,086 $113K <0.01% +5 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 688 shares; 2026Q1: 690 shares 690 $113K <0.01% +2 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares; 2026Q1: 5,075 shares 5,075 $113K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 195 shares; 2025Q3: 416 shares; 2025Q4: 587 shares; 2026Q1: 616 shares 616 $113K <0.01% +29 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 7,230 shares; 2025Q2: 14,534 shares; 2025Q3: 14,534 shares; 2025Q4: 14,534 shares; 2026Q1: 14,689 shares 14,689 $113K <0.01% +155 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,418 shares; 2025Q1: 5,429 shares; 2025Q2: 5,441 shares; 2025Q3: 5,449 shares; 2025Q4: 6,949 shares; 2026Q1: 6,960 shares 6,960 $112K <0.01% +11 Timeline RXI 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: 622 shares; 2025Q1: 622 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $111K <0.01% 0 Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares 1,439 $110K <0.01% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 21 shares; 2025Q2: 436 shares; 2025Q3: 473 shares; 2025Q4: 479 shares; 2026Q1: 2,227 shares 2,227 $110K <0.01% +1,748 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,356 shares; 2025Q1: 5,700 shares; 2025Q2: 6,443 shares; 2025Q3: 6,067 shares; 2025Q4: 7,213 shares; 2026Q1: 7,796 shares 7,796 $110K <0.01% +583 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $109K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: 1,523 shares; 2025Q2: 1,633 shares; 2025Q3: 1,544 shares; 2025Q4: 1,733 shares; 2026Q1: 4,160 shares 4,160 $109K <0.01% +2,427 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741 shares; 2025Q1: 501 shares; 2025Q2: 31,684 shares; 2025Q3: 62,878 shares; 2025Q4: 736 shares; 2026Q1: 5,290 shares 5,290 $109K <0.01% +4,554 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,947 shares; 2025Q1: 2,939 shares; 2025Q2: 2,793 shares; 2025Q3: 2,630 shares; 2025Q4: 2,830 shares; 2026Q1: 2,145 shares 2,145 $109K <0.01% -685 Timeline JPIN 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: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $109K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 847 shares; 2025Q3: 759 shares; 2025Q4: 749 shares; 2026Q1: 792 shares 792 $109K <0.01% +43 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: 895 shares; 2025Q2: 940 shares; 2025Q3: 1,023 shares; 2025Q4: 1,183 shares; 2026Q1: 1,588 shares 1,588 $108K <0.01% +405 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 92 shares; 2026Q1: 91 shares 91 $108K <0.01% -1 FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,138 shares; 2025Q1: 9,978 shares; 2025Q2: 8,951 shares; 2025Q3: 7,658 shares; 2025Q4: 6,265 shares; 2026Q1: 6,090 shares 6,090 $108K <0.01% -175 Timeline BOTZ 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: 2,225 shares; 2025Q1: 2,425 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,965 shares; 2026Q1: 3,245 shares 3,245 $108K <0.01% +280 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,910 shares; 2025Q2: 1,074 shares; 2025Q3: 1,494 shares; 2025Q4: 1,484 shares; 2026Q1: 2,384 shares 2,384 $108K <0.01% +900 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 89 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 30 shares; 2026Q1: 7,170 shares 7,170 $107K <0.01% +7,140 Timeline XHB 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: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $107K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,405 shares; 2025Q1: 4,190 shares; 2025Q2: 8,983 shares; 2025Q3: 3,977 shares; 2025Q4: 3,550 shares; 2026Q1: 4,115 shares 4,115 $107K <0.01% +565 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 92 shares; 2025Q2: 118 shares; 2025Q3: 94 shares; 2025Q4: 227 shares; 2026Q1: 305 shares 305 $107K <0.01% +78 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,415 shares; 2025Q1: 14,690 shares; 2025Q2: 14,640 shares; 2025Q3: 14,645 shares; 2025Q4: 14,495 shares; 2026Q1: 14,436 shares 14,436 $107K <0.01% -59 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 5,358 shares; 2025Q2: 4,997 shares; 2025Q3: 4,693 shares; 2025Q4: 3,211 shares; 2026Q1: 3,105 shares 3,105 $107K <0.01% -106 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,263 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,235 shares 3,235 $107K <0.01% +35 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 7,378 shares 7,378 $107K <0.01% +6,839 Timeline STPZ 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: 1,956 shares; 2025Q1: 1,959 shares; 2025Q2: 1,984 shares; 2025Q3: 2,002 shares; 2025Q4: 1,963 shares; 2026Q1: 1,968 shares 1,968 $107K <0.01% +5 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 47 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 6,615 shares 6,615 $106K <0.01% +6,527 Timeline ETSY ETSY INC More: the full row for ETSY INC 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: 419 shares; 2025Q3: 1,320 shares; 2025Q4: 1,747 shares; 2026Q1: 2,127 shares 2,127 $106K <0.01% +380 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,646 shares; 2025Q1: 2,596 shares; 2025Q2: 3,293 shares; 2025Q3: 4,581 shares; 2025Q4: 4,155 shares; 2026Q1: 3,524 shares 3,524 $106K <0.01% -631 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 353 shares; 2025Q2: 368 shares; 2025Q3: 327 shares; 2025Q4: 227 shares; 2026Q1: 1,269 shares 1,269 $106K <0.01% +1,042 Timeline PSCH 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: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares 2,565 $106K <0.01% 0 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,866 shares; 2025Q1: 4,872 shares; 2025Q2: 2,568 shares; 2025Q3: 2,573 shares; 2025Q4: 2,428 shares; 2026Q1: 2,432 shares 2,432 $105K <0.01% +4 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 203 shares; 2025Q2: 831 shares; 2025Q3: 683 shares; 2025Q4: 649 shares; 2026Q1: 874 shares 874 $105K <0.01% +225 Timeline IGOV 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: 308 shares; 2025Q1: 178 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 210 shares; 2026Q1: 2,560 shares 2,560 $105K <0.01% +2,350 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 559 shares 559 $105K <0.01% +55 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 87 shares; 2025Q3: 19 shares; 2025Q4: 98 shares; 2026Q1: 144 shares 144 $105K <0.01% +46 Timeline HYDB 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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 2,193 shares; 2025Q4: 2,228 shares; 2026Q1: 2,253 shares 2,253 $105K <0.01% +25 Timeline MXI 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: 965 shares; 2025Q1: 965 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987 $105K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,917 shares; 2025Q1: 18,039 shares; 2025Q2: 18,276 shares; 2025Q3: 19,934 shares; 2025Q4: 20,091 shares; 2026Q1: 20,244 shares 20,244 $105K <0.01% +153 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,457 shares; 2025Q1: 29,157 shares; 2025Q2: 28,957 shares; 2025Q3: 4,457 shares; 2025Q4: 10,257 shares; 2026Q1: 9,257 shares 9,257 $105K <0.01% -1,000 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,612 shares 1,612 $104K <0.01% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,991 shares; 2025Q3: 3,885 shares; 2025Q4: 3,918 shares; 2026Q1: 3,927 shares 3,927 $104K <0.01% +9 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: 1,395 shares; 2025Q2: 1,379 shares; 2025Q3: 1,499 shares; 2025Q4: 1,148 shares; 2026Q1: 1,115 shares 1,115 $104K <0.01% -33 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 4,524 shares; 2026Q1: 5,570 shares 5,570 $104K <0.01% +1,046 Timeline SYFI 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: 2,870 shares; 2026Q1: 2,920 shares 2,920 $104K <0.01% +50 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,554 shares 4,554 $103K <0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,756 shares; 2025Q3: 1,533 shares; 2025Q4: 1,623 shares; 2026Q1: 4,120 shares 4,120 $103K <0.01% +2,497 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: 204 shares; 2025Q2: 74 shares; 2025Q3: 463 shares; 2025Q4: 1,229 shares; 2026Q1: 2,279 shares 2,279 $103K <0.01% +1,050 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 2,307 shares 2,307 $103K <0.01% new Timeline ROBO 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: 1,314 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,340 shares; 2026Q1: 1,490 shares 1,490 $102K <0.01% +150 Timeline IDMO 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: 1,838 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 2,728 shares; 2026Q1: 1,858 shares 1,858 $102K <0.01% -870 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 169 shares; 2025Q2: 112 shares; 2025Q3: 108 shares; 2025Q4: 465 shares; 2026Q1: 542 shares 542 $101K <0.01% +77 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 1,586 shares 1,586 $101K <0.01% -13 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 805 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $101K <0.01% 0 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 1,331 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 8,149 shares 8,149 $100K <0.01% new Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $100K <0.01% 0 Timeline TLTW 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: 4,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares 4,396 $99.4K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,537 shares; 2025Q1: 4,954 shares; 2025Q2: 4,804 shares; 2025Q3: 4,928 shares; 2025Q4: 3,933 shares; 2026Q1: 4,388 shares 4,388 $99.4K <0.01% +455 Timeline ZMAR 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: 3,600 shares 3,600 $99.3K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 3,494 shares; 2025Q2: 3,392 shares; 2025Q3: 3,357 shares; 2025Q4: 6,010 shares; 2026Q1: 3,675 shares 3,675 $99.2K <0.01% -2,335 Timeline PPH 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: 1,056 shares; 2025Q1: 999 shares; 2025Q2: 938 shares; 2025Q3: 944 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $98.8K <0.01% 0 Timeline SMIG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares; 2026Q1: 3,365 shares 3,365 $98.8K <0.01% +409 Timeline SHE 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: 551 shares; 2025Q1: 460 shares; 2025Q2: 657 shares; 2025Q3: 672 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $98.7K <0.01% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,088 shares; 2025Q2: 1,374 shares; 2025Q3: 1,088 shares; 2025Q4: 1,110 shares; 2026Q1: 7,489 shares 7,489 $98.6K <0.01% +6,379 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 386 shares 386 $98.5K <0.01% -35 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 870 shares; 2025Q2: 5,950 shares; 2025Q3: 1,031 shares; 2025Q4: 713 shares; 2026Q1: 3,799 shares 3,799 $98.4K <0.01% +3,086 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,451 shares 5,451 $98.1K <0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,637 shares; 2025Q2: 2,590 shares; 2025Q3: 2,593 shares; 2025Q4: 2,410 shares; 2026Q1: 2,412 shares 2,412 $97.9K <0.01% +2 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 118 shares; 2025Q2: 199 shares; 2025Q3: 337 shares; 2025Q4: 433 shares; 2026Q1: 1,988 shares 1,988 $97.8K <0.01% +1,555 Timeline OBTC OSPREY BITCOIN TR More: the full row for OSPREY BITCOIN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares 4,475 $97.7K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 7,567 shares; 2025Q4: 6,577 shares; 2026Q1: 9,577 shares 9,577 $97.4K <0.01% +3,000 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,937 shares; 2026Q1: 4,937 shares 4,937 $97.4K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,751 shares; 2025Q3: 2,975 shares; 2025Q4: 4,715 shares; 2026Q1: 5,012 shares 5,012 $97.3K <0.01% +297 Timeline GNMA 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: 2,178 shares; 2025Q1: 3,652 shares; 2025Q2: 2,185 shares; 2025Q3: 2,177 shares; 2025Q4: 2,183 shares; 2026Q1: 2,186 shares 2,186 $96.9K <0.01% +3 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,312 shares 6,312 $96.8K <0.01% +312 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,944 shares; 2025Q1: 6,989 shares; 2025Q2: 7,035 shares; 2025Q3: 7,080 shares; 2025Q4: 7,328 shares; 2026Q1: 7,375 shares 7,375 $96.6K <0.01% +47 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 136 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 3,529 shares 3,529 $96.6K <0.01% +3,468 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,347 shares; 2025Q1: 6,347 shares; 2025Q2: 4,842 shares; 2025Q3: 4,452 shares; 2025Q4: 4,252 shares; 2026Q1: 4,252 shares 4,252 $96.5K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,241 shares; 2025Q2: 1,277 shares; 2025Q3: 1,212 shares; 2025Q4: 1,074 shares; 2026Q1: 1,121 shares 1,121 $96.4K <0.01% +47 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,027 shares; 2025Q1: 6,663 shares; 2025Q2: 7,796 shares; 2025Q3: 6,450 shares; 2025Q4: 6,542 shares; 2026Q1: 8,767 shares 8,767 $96.4K <0.01% +2,225 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,800 shares; 2024Q4: 20,800 shares; 2025Q1: 20,800 shares; 2025Q2: 21,045 shares; 2025Q3: 20,800 shares; 2025Q4: 20,800 shares; 2026Q1: 22,150 shares 22,150 $96.1K <0.01% +1,350 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares 1,229 $96.1K <0.01% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,369 shares; 2026Q1: 4,369 shares 4,369 $95.4K <0.01% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 9,209 shares; 2026Q1: 9,230 shares 9,230 $95.3K <0.01% +21 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,961 shares; 2025Q1: 2,064 shares; 2025Q2: 3,804 shares; 2025Q3: 2,961 shares; 2025Q4: 3,359 shares; 2026Q1: 3,902 shares 3,902 $94.8K <0.01% +543 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,431 shares; 2025Q1: 1,160 shares; 2025Q2: 1,154 shares; 2025Q3: 1,147 shares; 2025Q4: 1,189 shares; 2026Q1: 2,156 shares 2,156 $94.8K <0.01% +967 Timeline VALQ 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: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $94.3K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 389 shares; 2025Q2: 524 shares; 2025Q3: 527 shares; 2025Q4: 598 shares; 2026Q1: 628 shares 628 $94.2K <0.01% +30 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,562 shares; 2025Q2: 3,574 shares; 2025Q3: 3,278 shares; 2025Q4: 3,282 shares; 2026Q1: 3,086 shares 3,086 $94K <0.01% -196 Timeline IBND 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: 4,930 shares; 2025Q1: 4,942 shares; 2025Q2: 4,743 shares; 2025Q3: 4,844 shares; 2025Q4: 4,793 shares; 2026Q1: 3,024 shares 3,024 $94K <0.01% -1,769 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,327 shares; 2026Q1: 3,338 shares 3,338 $93.9K <0.01% +11 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $93.5K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10,473 shares; 2025Q1: 11,817 shares; 2025Q2: 11,572 shares; 2025Q3: 10,757 shares; 2025Q4: 9,600 shares; 2026Q1: 11,478 shares 11,478 $93.5K <0.01% +1,878 Timeline SIZE 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: 545 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $93.3K <0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $93.3K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,906 shares; 2025Q2: 2,269 shares; 2025Q3: 2,996 shares; 2025Q4: 4,106 shares; 2026Q1: 3,510 shares 3,510 $93.1K <0.01% -596 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 1,211 shares; 2025Q2: 1,543 shares; 2025Q3: 1,261 shares; 2025Q4: 1,268 shares; 2026Q1: 1,342 shares 1,342 $93K <0.01% +74 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,823 shares; 2025Q1: 4,823 shares; 2025Q2: 4,823 shares; 2025Q3: 4,823 shares; 2025Q4: 4,723 shares; 2026Q1: 4,723 shares 4,723 $93K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,413 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,464 shares 3,464 $92.8K <0.01% +94 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 11,038 shares; 2025Q3: 11,038 shares; 2025Q4: 8,940 shares; 2026Q1: 8,940 shares 8,940 $92.8K <0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 1,766 shares; 2025Q3: 1,683 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $92.2K <0.01% 0 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $92.1K <0.01% 0 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS 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: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares 37,000 $91.8K <0.01% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 80 shares; 2025Q3: 65 shares; 2025Q4: 802 shares; 2026Q1: 989 shares 989 $91.7K <0.01% +187 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 36 shares; 2025Q2: 163 shares; 2025Q3: 3,942 shares; 2025Q4: 1,040 shares; 2026Q1: 4,898 shares 4,898 $91.4K <0.01% +3,858 Timeline YYY 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: 8,416 shares; 2025Q1: 8,878 shares; 2025Q2: 10,675 shares; 2025Q3: 10,550 shares; 2025Q4: 14,352 shares; 2026Q1: 8,268 shares 8,268 $91.2K <0.01% -6,084 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 7,415 shares; 2026Q1: 18,328 shares 18,328 $90.9K <0.01% +10,913 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $90.8K <0.01% 0 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 545 shares; 2025Q2: 500 shares; 2025Q3: 950 shares; 2025Q4: 900 shares; 2026Q1: 860 shares 860 $90.8K <0.01% -40 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 694 shares; 2025Q1: 667 shares; 2025Q2: 703 shares; 2025Q3: 384 shares; 2025Q4: 280 shares; 2026Q1: 419 shares 419 $90.5K <0.01% +139 Timeline EWA 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: 2,976 shares; 2025Q1: 2,950 shares; 2025Q2: 2,952 shares; 2025Q3: 3,302 shares; 2025Q4: 3,830 shares; 2026Q1: 3,255 shares 3,255 $90.3K <0.01% -575 Timeline MDIV 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: 7,002 shares; 2025Q1: 6,286 shares; 2025Q2: 6,094 shares; 2025Q3: 6,068 shares; 2025Q4: 5,730 shares; 2026Q1: 5,584 shares 5,584 $90.3K <0.01% -146 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 653 shares; 2025Q1: 715 shares; 2025Q2: 807 shares; 2025Q3: 606 shares; 2025Q4: 1,106 shares; 2026Q1: 1,655 shares 1,655 $90.2K <0.01% +549 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,717 shares 1,717 $90.1K <0.01% +331 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,704 shares; 2026Q1: 5,757 shares 5,757 $89.8K <0.01% +53 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 123 shares; 2025Q2: 330 shares; 2025Q3: 141 shares; 2025Q4: 175 shares; 2026Q1: 265 shares 265 $89.7K <0.01% +90 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,259 shares 3,259 $89.6K <0.01% -689 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC 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: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $89.6K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,266 shares; 2025Q2: 2,176 shares; 2025Q3: 1,364 shares; 2025Q4: 1,996 shares; 2026Q1: 2,456 shares 2,456 $89.4K <0.01% +460 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,377 shares; 2025Q3: 1,505 shares; 2025Q4: 1,669 shares; 2026Q1: 1,911 shares 1,911 $89.1K <0.01% +242 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 649 shares; 2025Q1: 6,778 shares; 2025Q2: 683 shares; 2025Q3: 644 shares; 2025Q4: 1,200 shares; 2026Q1: 1,479 shares 1,479 $89.1K <0.01% +279 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 628 shares; 2025Q2: 647 shares; 2025Q3: 633 shares; 2025Q4: 978 shares; 2026Q1: 1,465 shares 1,465 $89.1K <0.01% +487 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to 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: 2,221 shares 2,221 $89K <0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 274 shares; 2025Q2: 357 shares; 2025Q3: 222 shares; 2025Q4: 614 shares; 2026Q1: 1,174 shares 1,174 $88.8K <0.01% +560 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 208 shares; 2025Q2: 599 shares; 2025Q3: 342 shares; 2025Q4: 345 shares; 2026Q1: 593 shares 593 $88.7K <0.01% +248 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 50 shares; 2025Q2: 506 shares; 2025Q3: 504 shares; 2025Q4: 760 shares; 2026Q1: 2,794 shares 2,794 $88.7K <0.01% +2,034 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,506 shares; 2025Q3: 1,514 shares; 2025Q4: 1,592 shares; 2026Q1: 3,531 shares 3,531 $88.3K <0.01% +1,939 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,607 shares; 2025Q4: 14,908 shares; 2026Q1: 9,743 shares 9,743 $87.9K <0.01% -5,165 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 1,355 shares; 2025Q2: 1,613 shares; 2025Q3: 1,331 shares; 2025Q4: 1,477 shares; 2026Q1: 1,395 shares 1,395 $87.6K <0.01% -82 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 96 shares; 2025Q3: 80 shares; 2025Q4: 89 shares; 2026Q1: 1,896 shares 1,896 $87.4K <0.01% +1,807 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 1,437 shares; 2026Q1: 2,652 shares 2,652 $87.4K <0.01% +1,215 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 14,603 shares 14,603 $87.3K <0.01% +14,539 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,604 shares; 2025Q1: 2,624 shares; 2025Q2: 2,704 shares; 2025Q3: 2,585 shares; 2025Q4: 2,588 shares; 2026Q1: 2,611 shares 2,611 $87.2K <0.01% +23 Timeline EWG 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: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,184 shares 2,184 $86.6K <0.01% +384 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,813 shares; 2025Q1: 1,188 shares; 2025Q2: 1,260 shares; 2025Q3: 1,273 shares; 2025Q4: 1,224 shares; 2026Q1: 1,110 shares 1,110 $86.6K <0.01% -114 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,105 shares; 2025Q4: 2,595 shares; 2026Q1: 1,745 shares 1,745 $85.5K <0.01% -850 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares; 2026Q1: 2,388 shares 2,388 $85.3K <0.01% +62 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,125 shares; 2025Q1: 5,477 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares; 2026Q1: 4,977 shares 4,977 $85.2K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 200 shares; 2025Q2: 136 shares; 2025Q3: 117 shares; 2025Q4: 135 shares; 2026Q1: 421 shares 421 $85.2K <0.01% +286 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 154 shares; 2025Q2: 70 shares; 2025Q3: 40 shares; 2025Q4: 93 shares; 2026Q1: 1,549 shares 1,549 $84.9K <0.01% +1,456 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,477 shares; 2025Q1: 1,478 shares; 2025Q2: 747 shares; 2025Q3: 765 shares; 2025Q4: 965 shares; 2026Q1: 783 shares 783 $84.6K <0.01% -182 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 715 shares; 2025Q1: 712 shares; 2025Q2: 591 shares; 2025Q3: 494 shares; 2025Q4: 348 shares; 2026Q1: 292 shares 292 $84.5K <0.01% -56 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 394 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 1,392 shares 1,392 $84.4K <0.01% +1,080 Timeline EQL 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: not reported; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares 1,773 $84.3K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 418 shares; 2025Q2: 385 shares; 2025Q3: 482 shares; 2025Q4: 566 shares; 2026Q1: 656 shares 656 $84.2K <0.01% +90 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $84.1K <0.01% new Timeline FTNJ PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,617 shares; 2026Q1: 9,617 shares 9,617 $83.7K <0.01% 0 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,766 shares; 2025Q1: 2,777 shares; 2025Q2: 3,448 shares; 2025Q3: 3,730 shares; 2025Q4: 3,732 shares; 2026Q1: 3,348 shares 3,348 $83.3K <0.01% -384 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,511 shares 4,511 $82.9K <0.01% +11 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,532 shares; 2025Q1: 4,132 shares; 2025Q2: 6,142 shares; 2025Q3: 4,067 shares; 2025Q4: 4,032 shares; 2026Q1: 4,820 shares 4,820 $82.7K <0.01% +788 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,971 shares; 2025Q1: 1,477 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,209 shares 1,209 $82.4K <0.01% -374 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,439 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 2,281 shares 2,281 $82.3K <0.01% -141 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,305 shares; 2026Q1: 5,464 shares 5,464 $82.1K <0.01% +159 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,329 shares; 2025Q1: 8,528 shares; 2025Q2: 8,734 shares; 2025Q3: 8,931 shares; 2025Q4: 9,127 shares; 2026Q1: 9,327 shares 9,327 $81.9K <0.01% +200 Timeline EWW 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: 50 shares; 2025Q1: 51 shares; 2025Q2: 56 shares; 2025Q3: 306 shares; 2025Q4: 586 shares; 2026Q1: 1,087 shares 1,087 $81.8K <0.01% +501 Timeline INOV 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: 749 shares; 2026Q1: 2,356 shares 2,356 $81.7K <0.01% +1,607 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 2,563 shares; 2025Q2: 2,571 shares; 2025Q3: 2,576 shares; 2025Q4: 2,579 shares; 2026Q1: 2,580 shares 2,580 $81.7K <0.01% +1 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,121 shares; 2025Q2: 1,132 shares; 2025Q3: 1,242 shares; 2025Q4: 3,483 shares; 2026Q1: 3,157 shares 3,157 $81.7K <0.01% -326 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 946 shares; 2025Q1: 488 shares; 2025Q2: 4,276 shares; 2025Q3: 1,869 shares; 2025Q4: 1,561 shares; 2026Q1: 3,281 shares 3,281 $81.6K <0.01% +1,720 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,311 shares; 2025Q3: 2,531 shares; 2025Q4: 2,083 shares; 2026Q1: 6,124 shares 6,124 $81.5K <0.01% +4,041 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 644 shares; 2025Q3: 1,223 shares; 2025Q4: 651 shares; 2026Q1: 1,633 shares 1,633 $81K <0.01% +982 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,803 shares 4,803 $81K <0.01% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 490 shares; 2025Q3: 405 shares; 2025Q4: 530 shares; 2026Q1: 875 shares 875 $80.6K <0.01% +345 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 1,903 shares; 2025Q4: 1,603 shares; 2026Q1: 1,663 shares 1,663 $80.5K <0.01% +60 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 585 shares; 2025Q3: 517 shares; 2025Q4: 480 shares; 2026Q1: 761 shares 761 $80K <0.01% +281 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares 2,815 $80K <0.01% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $80K <0.01% new Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,352 shares; 2025Q1: 11,352 shares; 2025Q2: 11,352 shares; 2025Q3: 3,342 shares; 2025Q4: 3,342 shares; 2026Q1: 3,342 shares 3,342 $79.9K <0.01% 0 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 2,300 shares; 2025Q4: 1,900 shares; 2026Q1: 1,910 shares 1,910 $79.8K <0.01% +10 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,336 shares; 2025Q1: 11,830 shares; 2025Q2: 28,371 shares; 2025Q3: 11,580 shares; 2025Q4: 13,864 shares; 2026Q1: 15,826 shares 15,826 $79.6K <0.01% +1,962 Timeline PBD 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: 4,272 shares; 2025Q1: 4,308 shares; 2025Q2: 4,354 shares; 2025Q3: 4,388 shares; 2025Q4: 4,412 shares; 2026Q1: 4,417 shares 4,417 $79.2K <0.01% +5 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 3,280 shares; 2025Q4: 2,920 shares; 2026Q1: 12,010 shares 12,010 $78.9K <0.01% +9,090 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,680 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,682 shares; 2025Q4: 2,682 shares; 2026Q1: 3,683 shares 3,683 $78.9K <0.01% +1,001 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 29 shares; 2025Q2: 123 shares; 2025Q3: 112 shares; 2025Q4: 128 shares; 2026Q1: 1,053 shares 1,053 $78.6K <0.01% +925 Timeline QVAL 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: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $78.2K <0.01% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $78.2K <0.01% 0 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,980 shares 1,980 $78.1K <0.01% +400 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,095 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 3,945 shares 3,945 $78K <0.01% -100 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,702 shares; 2026Q1: 5,204 shares 5,204 $77.8K <0.01% -2,498 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,452 shares; 2025Q1: 3,462 shares; 2025Q2: 3,296 shares; 2025Q3: 3,300 shares; 2025Q4: 70 shares; 2026Q1: 9,660 shares 9,660 $77.7K <0.01% +9,590 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 2,067 shares; 2025Q3: 1,853 shares; 2025Q4: 1,370 shares; 2026Q1: 1,392 shares 1,392 $77.7K <0.01% +22 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 929 shares 929 $77.4K <0.01% +5 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,557 shares; 2026Q1: 6,500 shares 6,500 $77K <0.01% -57 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 92 shares; 2025Q3: 4 shares; 2025Q4: 73 shares; 2026Q1: 2,608 shares 2,608 $76.8K <0.01% +2,535 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,949 shares; 2025Q1: 2,301 shares; 2025Q2: 2,616 shares; 2025Q3: 2,296 shares; 2025Q4: 2,155 shares; 2026Q1: 2,164 shares 2,164 $76.8K <0.01% +9 Timeline CPER 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: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares 2,228 $76.7K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 468 shares; 2025Q2: 737 shares; 2025Q3: 504 shares; 2025Q4: 570 shares; 2026Q1: 809 shares 809 $76.7K <0.01% +239 Timeline GBIL 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: 5 shares; 2025Q3: 495 shares; 2025Q4: 486 shares; 2026Q1: 765 shares 765 $76.6K <0.01% +279 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $76.5K <0.01% 0 Timeline PSL 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: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $76.4K <0.01% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,130 shares; 2026Q1: 4,139 shares 4,139 $76.4K <0.01% +9 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 282 shares 282 $76.4K <0.01% +7 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,095 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,062 shares 1,062 $76.2K <0.01% +12 Timeline SUPP 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: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $76.1K <0.01% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,815 shares; 2026Q1: 3,314 shares 3,314 $76.1K <0.01% -501 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,123 shares; 2025Q1: 1,117 shares; 2025Q2: 1,159 shares; 2025Q3: 1,107 shares; 2025Q4: 1,112 shares; 2026Q1: 1,167 shares 1,167 $76K <0.01% +55 Timeline UMAR 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: 1,910 shares 1,910 $75.9K <0.01% new Timeline UFEB 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: 2,090 shares 2,090 $75.9K <0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 98 shares; 2025Q2: 183 shares; 2025Q3: 113 shares; 2025Q4: 98 shares; 2026Q1: 145 shares 145 $75.6K <0.01% +47 Timeline AOK 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: 1,806 shares; 2025Q1: 1,814 shares; 2025Q2: 1,826 shares; 2025Q3: 1,847 shares; 2025Q4: 1,873 shares; 2026Q1: 1,881 shares 1,881 $75K <0.01% +8 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,564 shares 3,564 $74.9K <0.01% +169 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,584 shares; 2025Q1: 5,580 shares; 2025Q2: 5,583 shares; 2025Q3: 5,483 shares; 2025Q4: 5,090 shares; 2026Q1: 4,982 shares 4,982 $74.9K <0.01% -108 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,179 shares; 2025Q1: 2,179 shares; 2025Q2: 2,234 shares; 2025Q3: 3,384 shares; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares 2,584 $74.8K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 877 shares; 2026Q1: 920 shares 920 $74.4K <0.01% +43 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 5,269 shares; 2025Q2: 4,671 shares; 2025Q3: 4,671 shares; 2025Q4: 4,487 shares; 2026Q1: 4,902 shares 4,902 $74.4K <0.01% +415 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,739 shares; 2025Q2: 2,116 shares; 2025Q3: 1,733 shares; 2025Q4: 1,745 shares; 2026Q1: 2,653 shares 2,653 $74.3K <0.01% +908 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,201 shares; 2025Q1: 7,201 shares; 2025Q2: 7,201 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 7,201 shares 7,201 $74.2K <0.01% 0 Timeline WTAI 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: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 2,621 shares 2,621 $74K <0.01% +1,550 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 1,508 shares; 2025Q2: 1,632 shares; 2025Q3: 1,528 shares; 2025Q4: 1,416 shares; 2026Q1: 1,418 shares 1,418 $73.9K <0.01% +2 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 5,203 shares; 2025Q4: 5,203 shares; 2026Q1: 5,372 shares 5,372 $73.9K <0.01% +169 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 4,559 shares; 2025Q4: 4,703 shares; 2026Q1: 6,111 shares 6,111 $73.9K <0.01% +1,408 Timeline PIO 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: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $73.8K <0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 81 shares; 2025Q4: 88 shares; 2026Q1: 3,055 shares 3,055 $73.7K <0.01% +2,967 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $73.6K <0.01% new Timeline EATZ ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,042 shares; 2025Q1: 3,042 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,858 shares; 2026Q1: 2,858 shares 2,858 $73.6K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,958 shares; 2025Q3: 1,500 shares; 2025Q4: 1,927 shares; 2026Q1: 1,914 shares 1,914 $73.6K <0.01% -13 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 1,104 shares; 2025Q2: 832 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,171 shares 1,171 $73.5K <0.01% +371 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,701 shares; 2025Q1: 13,901 shares; 2025Q2: 15,174 shares; 2025Q3: 13,926 shares; 2025Q4: 16,731 shares; 2026Q1: 6,828 shares 6,828 $73.3K <0.01% -9,903 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 58 shares; 2025Q2: 220 shares; 2025Q3: 5,624 shares; 2025Q4: 1,045 shares; 2026Q1: 1,235 shares 1,235 $73.2K <0.01% +190 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 63 shares; 2026Q1: 443 shares 443 $73.1K <0.01% +380 Timeline FUTY 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: 572 shares; 2025Q1: 572 shares; 2025Q2: 586 shares; 2025Q3: 572 shares; 2025Q4: 1,025 shares; 2026Q1: 1,232 shares 1,232 $72.8K <0.01% +207 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 261 shares; 2025Q1: 256 shares; 2025Q2: 271 shares; 2025Q3: 255 shares; 2025Q4: 177 shares; 2026Q1: 334 shares 334 $72.7K <0.01% +157 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 34 shares; 2025Q2: 44 shares; 2025Q3: 17 shares; 2025Q4: 51 shares; 2026Q1: 530 shares 530 $72.7K <0.01% +479 Timeline SLVR 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: not reported; 2025Q3: 720 shares; 2025Q4: 950 shares; 2026Q1: 1,225 shares 1,225 $72.5K <0.01% +275 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares 1,776 $72.5K <0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 176 shares; 2025Q2: 270 shares; 2025Q3: 237 shares; 2025Q4: 367 shares; 2026Q1: 502 shares 502 $72.2K <0.01% +135 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 4,132 shares 4,132 $72K <0.01% +1,000 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 615 shares; 2025Q4: 445 shares; 2026Q1: 2,319 shares 2,319 $71.9K <0.01% +1,874 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,374 shares; 2025Q1: 5,939 shares; 2025Q2: 5,939 shares; 2025Q3: 5,939 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares 5,939 $71.6K <0.01% 0 Timeline AVMV 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: 294 shares; 2026Q1: 964 shares 964 $71.5K <0.01% +670 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 508 shares; 2025Q2: 626 shares; 2025Q3: 529 shares; 2025Q4: 416 shares; 2026Q1: 367 shares 367 $71.4K <0.01% -49 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 216 shares; 2025Q2: 82 shares; 2025Q3: 57 shares; 2025Q4: 53 shares; 2026Q1: 737 shares 737 $71.3K <0.01% +684 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $71.1K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 506 shares; 2025Q2: 1,375 shares; 2025Q3: 647 shares; 2025Q4: 938 shares; 2026Q1: 1,357 shares 1,357 $70.9K <0.01% +419 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 55 shares; 2025Q3: 62 shares; 2025Q4: 83 shares; 2026Q1: 528 shares 528 $70.8K <0.01% +445 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 141 shares; 2025Q2: 137 shares; 2025Q3: 144 shares; 2025Q4: 668 shares; 2026Q1: 2,011 shares 2,011 $70.8K <0.01% +1,343 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 426 shares; 2025Q3: 267 shares; 2025Q4: 900 shares; 2026Q1: 940 shares 940 $70.6K <0.01% +40 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: 1,945 shares; 2025Q2: 4,778 shares; 2025Q3: 2,211 shares; 2025Q4: 1,628 shares; 2026Q1: 3,332 shares 3,332 $70.5K <0.01% +1,704 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 50 shares; 2025Q2: 155 shares; 2025Q3: 8 shares; 2025Q4: 69 shares; 2026Q1: 344 shares 344 $70.5K <0.01% +275 Timeline BATT 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: 6,745 shares; 2025Q1: 6,257 shares; 2025Q2: 4,727 shares; 2025Q3: 4,727 shares; 2025Q4: 4,727 shares; 2026Q1: 4,727 shares 4,727 $70.4K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,869 shares; 2025Q1: 2,373 shares; 2025Q2: 2,423 shares; 2025Q3: 2,305 shares; 2025Q4: 1,931 shares; 2026Q1: 2,367 shares 2,367 $70.4K <0.01% +436 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES 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: 449 shares; 2025Q3: 191 shares; 2025Q4: 366 shares; 2026Q1: 2,387 shares 2,387 $70.3K <0.01% +2,021 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 946 shares; 2025Q3: 622 shares; 2025Q4: 145 shares; 2026Q1: 11,698 shares 11,698 $70.2K <0.01% +11,553 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 374 shares; 2025Q2: 368 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $70K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 191 shares; 2025Q2: 104 shares; 2025Q3: 4 shares; 2025Q4: 543 shares; 2026Q1: 925 shares 925 $69.9K <0.01% +382 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,730 shares; 2025Q1: 1,630 shares; 2025Q2: 1,555 shares; 2025Q3: 1,552 shares; 2025Q4: 1,634 shares; 2026Q1: 1,630 shares 1,630 $69.9K <0.01% -4 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 527 shares; 2025Q3: 453 shares; 2025Q4: 98 shares; 2026Q1: 3,716 shares 3,716 $69.9K <0.01% +3,618 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,309 shares; 2025Q1: 5,085 shares; 2025Q2: 6,085 shares; 2025Q3: 4,522 shares; 2025Q4: 4,647 shares; 2026Q1: 4,077 shares 4,077 $69.6K <0.01% -570 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,682 shares; 2025Q1: 2,742 shares; 2025Q2: 2,800 shares; 2025Q3: 2,856 shares; 2025Q4: 2,912 shares; 2026Q1: 2,976 shares 2,976 $69.5K <0.01% +64 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 1,904 shares; 2026Q1: 1,854 shares 1,854 $69.5K <0.01% -50 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,674 shares; 2025Q1: 1,672 shares; 2025Q2: 1,765 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,709 shares 1,709 $69.4K <0.01% +37 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 358 shares; 2025Q2: 471 shares; 2025Q3: 851 shares; 2025Q4: 989 shares; 2026Q1: 3,428 shares 3,428 $69.3K <0.01% +2,439 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares 1,874 $68.9K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,752 shares; 2025Q1: 1,707 shares; 2025Q2: 1,593 shares; 2025Q3: 1,842 shares; 2025Q4: 1,533 shares; 2026Q1: 1,725 shares 1,725 $68.7K <0.01% +192 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,297 shares; 2025Q3: 1,189 shares; 2025Q4: 825 shares; 2026Q1: 1,376 shares 1,376 $68.7K <0.01% +551 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 678 shares; 2025Q2: 732 shares; 2025Q3: 751 shares; 2025Q4: 692 shares; 2026Q1: 1,269 shares 1,269 $68.4K <0.01% +577 Timeline EWU 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: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,500 shares 1,500 $68.3K <0.01% -22 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 3,167 shares; 2026Q1: 6,289 shares 6,289 $68.1K <0.01% +3,122 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 6 shares; 2025Q4: 67 shares; 2026Q1: 130 shares 130 $68.1K <0.01% +63 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: 426 shares; 2025Q2: 1,170 shares; 2025Q3: 531 shares; 2025Q4: 510 shares; 2026Q1: 1,146 shares 1,146 $68K <0.01% +636 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 386 shares; 2026Q1: 398 shares 398 $67.7K <0.01% +12 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,352 shares; 2025Q2: 1,325 shares; 2025Q3: 1,421 shares; 2025Q4: 1,320 shares; 2026Q1: 1,736 shares 1,736 $67.7K <0.01% +416 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares; 2026Q1: 3,025 shares 3,025 $67.6K <0.01% -498 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,676 shares; 2025Q1: 2,659 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares 3,051 $67.5K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,271 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares; 2025Q3: 5,325 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares 4,725 $67.5K <0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 895 shares; 2025Q3: 1,226 shares; 2025Q4: 1,680 shares; 2026Q1: 3,942 shares 3,942 $67.2K <0.01% +2,262 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 1,420 shares; 2025Q2: 1,443 shares; 2025Q3: 1,464 shares; 2025Q4: 1,435 shares; 2026Q1: 1,449 shares 1,449 $67.1K <0.01% +14 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 74 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 1,535 shares 1,535 $67K <0.01% +1,276 Timeline ETHO 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: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $66.8K <0.01% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 2,600 shares 2,600 $66.7K <0.01% -1,675 Timeline SPHY 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: 7,066 shares; 2025Q1: 6,894 shares; 2025Q2: 6,941 shares; 2025Q3: 4,698 shares; 2025Q4: 2,951 shares; 2026Q1: 2,844 shares 2,844 $66.3K <0.01% -107 Timeline PXE 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: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,689 shares 1,689 $66.2K <0.01% +119 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $66.1K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: 194 shares; 2025Q2: 226 shares; 2025Q3: 193 shares; 2025Q4: 355 shares; 2026Q1: 440 shares 440 $65.8K <0.01% +85 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,614 shares; 2025Q1: 4,863 shares; 2025Q2: 4,787 shares; 2025Q3: 2,894 shares; 2025Q4: 2,687 shares; 2026Q1: 2,601 shares 2,601 $65.7K <0.01% -86 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 17 shares; 2025Q2: 52 shares; 2025Q3: 24 shares; 2025Q4: 40 shares; 2026Q1: 495 shares 495 $65.6K <0.01% +455 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 16,103 shares; 2025Q1: 10,216 shares; 2025Q2: 11,868 shares; 2025Q3: 12,362 shares; 2025Q4: 5,369 shares; 2026Q1: 14,166 shares 14,166 $65.6K <0.01% +8,797 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES 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: 75 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 762 shares 762 $65.6K <0.01% +751 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,175 shares; 2025Q1: 5,815 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 4,436 shares 4,436 $65.5K <0.01% -588 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $65.4K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 331 shares; 2025Q2: 4,376 shares; 2025Q3: 620 shares; 2025Q4: 799 shares; 2026Q1: 1,674 shares 1,674 $65.4K <0.01% +875 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 367 shares; 2025Q3: 492 shares; 2025Q4: 432 shares; 2026Q1: 367 shares 367 $65.4K <0.01% -65 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,626 shares; 2025Q1: 3,046 shares; 2025Q2: 1,722 shares; 2025Q3: 1,276 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $65.2K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 3,947 shares; 2025Q2: 3,197 shares; 2025Q3: 3,763 shares; 2025Q4: 3,736 shares; 2026Q1: 4,635 shares 4,635 $65.1K <0.01% +899 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791 $65K <0.01% 0 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1,026 shares 1,026 $64.9K <0.01% +1,025 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $64.9K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 847 shares; 2025Q2: 987 shares; 2025Q3: 676 shares; 2025Q4: 682 shares; 2026Q1: 979 shares 979 $64.9K <0.01% +297 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,216 shares; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $64.6K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: 657 shares; 2025Q2: 743 shares; 2025Q3: 980 shares; 2025Q4: 740 shares; 2026Q1: 782 shares 782 $64.5K <0.01% +42 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: 759 shares; 2025Q2: 789 shares; 2025Q3: 758 shares; 2025Q4: 779 shares; 2026Q1: 777 shares 777 $64.5K <0.01% -2 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,181 shares; 2025Q1: 5,181 shares; 2025Q2: 5,181 shares; 2025Q3: 5,181 shares; 2025Q4: 5,181 shares; 2026Q1: 5,181 shares 5,181 $64.2K <0.01% 0 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 5,175 shares 5,175 $64.2K <0.01% +2,537 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 900 shares 900 $64K <0.01% -100 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 56 shares; 2025Q2: 97 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 930 shares 930 $63.6K <0.01% +13 Timeline QBUF 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: 2,176 shares 2,176 $63.6K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 2,380 shares; 2025Q3: 1,197 shares; 2025Q4: 2,240 shares; 2026Q1: 2,314 shares 2,314 $63.4K <0.01% +74 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: 171 shares; 2025Q2: 438 shares; 2025Q3: 673 shares; 2025Q4: 877 shares; 2026Q1: 1,028 shares 1,028 $63.3K <0.01% +151 Timeline