VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 2,473 shares; 2025Q2: 2,536 shares; 2025Q3: 2,801 shares; 2025Q4: 2,451 shares; 2026Q1: 2,396 shares 2,396 $441K 0.01% -55 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,079 shares; 2026Q1: 2,129 shares 2,129 $440K 0.01% +50 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,177 shares; 2025Q1: 1,071 shares; 2025Q2: 981 shares; 2025Q3: 979 shares; 2025Q4: 982 shares; 2026Q1: 1,007 shares 1,007 $439K 0.01% +25 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: restricted; 2024Q4: not reported; 2025Q1: 20,070 shares; 2025Q2: 20,094 shares; 2025Q3: 17,794 shares; 2025Q4: 13,647 shares; 2026Q1: 9,713 shares 9,713 $437K 0.01% -3,934 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,805 shares; 2025Q1: 5,864 shares; 2025Q2: 5,927 shares; 2025Q3: 5,988 shares; 2025Q4: 6,216 shares; 2026Q1: 6,297 shares 6,297 $437K 0.01% +81 Timeline IUSG 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: restricted; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: 3,599 shares; 2025Q3: 3,499 shares; 2025Q4: 3,107 shares; 2026Q1: 2,807 shares 2,807 $435K 0.01% -300 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: restricted; 2024Q4: 12,873 shares; 2025Q1: 12,583 shares; 2025Q2: 11,874 shares; 2025Q3: 11,854 shares; 2025Q4: 11,419 shares; 2026Q1: 11,143 shares 11,143 $435K 0.01% -276 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,120 shares 30,120 $435K 0.01% new Timeline EQAL 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: restricted; 2024Q4: 7,940 shares; 2025Q1: 9,580 shares; 2025Q2: 9,580 shares; 2025Q3: 9,580 shares; 2025Q4: 9,580 shares; 2026Q1: 7,852 shares 7,852 $433K 0.01% -1,728 Timeline DFSB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,048 shares; 2026Q1: 8,316 shares 8,316 $430K 0.01% +268 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,993 shares; 2025Q1: 5,971 shares; 2025Q2: 12,114 shares; 2025Q3: 12,167 shares; 2025Q4: 9,159 shares; 2026Q1: 9,124 shares 9,124 $423K 0.01% -35 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532 shares; 2025Q1: 786 shares; 2025Q2: 751 shares; 2025Q3: 670 shares; 2025Q4: 589 shares; 2026Q1: 547 shares 547 $423K 0.01% -42 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,320 shares; 2026Q1: 1,650 shares 1,650 $419K 0.01% +330 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: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,088 shares; 2025Q2: 2,005 shares; 2025Q3: 1,839 shares; 2025Q4: 1,732 shares; 2026Q1: 2,053 shares 2,053 $415K 0.01% +321 Timeline HEFA 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: restricted; 2024Q4: 9,787 shares; 2025Q1: 9,787 shares; 2025Q2: 9,787 shares; 2025Q3: 9,691 shares; 2025Q4: 9,691 shares; 2026Q1: 9,691 shares 9,691 $412K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 3,872 shares; 2025Q2: 3,820 shares; 2025Q3: 3,762 shares; 2025Q4: 3,145 shares; 2026Q1: 3,140 shares 3,140 $411K 0.01% -5 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: 44,500 shares; 2025Q3: 44,500 shares; 2025Q4: 40,787 shares; 2026Q1: 40,787 shares 40,787 $411K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,595 shares; 2025Q1: 11,552 shares; 2025Q2: 11,129 shares; 2025Q3: 2,549 shares; 2025Q4: 2,611 shares; 2026Q1: 2,605 shares 2,605 $410K 0.01% -6 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,716 shares; 2025Q4: 3,476 shares; 2026Q1: 3,445 shares 3,445 $403K 0.01% -31 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,632 shares; 2026Q1: 7,632 shares 7,632 $403K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,818 shares 6,818 $403K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,069 shares; 2025Q1: 2,101 shares; 2025Q2: 2,124 shares; 2025Q3: 2,121 shares; 2025Q4: 1,604 shares; 2026Q1: 1,510 shares 1,510 $403K 0.01% -94 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: restricted; 2024Q4: 35,786 shares; 2025Q1: 36,842 shares; 2025Q2: 38,442 shares; 2025Q3: 38,186 shares; 2025Q4: 37,680 shares; 2026Q1: 36,541 shares 36,541 $402K 0.01% -1,139 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,116 shares; 2025Q1: 4,568 shares; 2025Q2: 4,570 shares; 2025Q3: 4,577 shares; 2025Q4: 4,560 shares; 2026Q1: 4,558 shares 4,558 $399K 0.01% -2 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,189 shares; 2025Q1: 4,235 shares; 2025Q2: 4,186 shares; 2025Q3: 1,663 shares; 2025Q4: 1,865 shares; 2026Q1: 1,914 shares 1,914 $398K 0.01% +49 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98 shares; 2025Q1: 110 shares; 2025Q2: 121 shares; 2025Q3: 120 shares; 2025Q4: 115 shares; 2026Q1: 117 shares 117 $395K 0.01% +2 Timeline VOX 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: restricted; 2024Q4: 1,827 shares; 2025Q1: 1,831 shares; 2025Q2: 2,503 shares; 2025Q3: 2,129 shares; 2025Q4: 2,104 shares; 2026Q1: 2,191 shares 2,191 $394K 0.01% +87 Timeline VYMI 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: restricted; 2024Q4: 4,558 shares; 2025Q1: 4,470 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares 4,153 $391K 0.01% 0 Timeline DTD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,527 shares 4,527 $391K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 3,965 shares; 2025Q3: 3,959 shares; 2025Q4: 5,443 shares; 2026Q1: 5,408 shares 5,408 $388K 0.01% -35 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,090 shares; 2025Q1: 6,240 shares; 2025Q2: 6,262 shares; 2025Q3: 6,098 shares; 2025Q4: 5,443 shares; 2026Q1: 5,201 shares 5,201 $388K 0.01% -242 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,585 shares; 2025Q1: 4,325 shares; 2025Q2: 4,330 shares; 2025Q3: 4,111 shares; 2025Q4: 5,788 shares; 2026Q1: 3,404 shares 3,404 $385K 0.01% -2,384 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,500 shares; 2025Q3: 7,938 shares; 2025Q4: 7,924 shares; 2026Q1: 7,688 shares 7,688 $381K 0.01% -236 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,805 shares; 2025Q1: 1,807 shares; 2025Q2: 1,808 shares; 2025Q3: 1,814 shares; 2025Q4: 1,841 shares; 2026Q1: 1,840 shares 1,840 $380K 0.01% -1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 6,451 shares 6,451 $379K 0.01% -103 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,669 shares 22,669 $379K 0.01% new Timeline IBB 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: restricted; 2024Q4: 3,046 shares; 2025Q1: 2,292 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,242 shares 2,242 $378K 0.01% +8 Timeline FNDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,449 shares; 2025Q4: 14,537 shares; 2026Q1: 13,534 shares 13,534 $377K 0.01% -1,003 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,131 shares; 2025Q1: 9,035 shares; 2025Q2: 9,067 shares; 2025Q3: 7,750 shares; 2025Q4: 5,508 shares; 2026Q1: 4,544 shares 4,544 $373K 0.01% -964 Timeline DGRW 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: restricted; 2024Q4: 8,741 shares; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 4,219 shares; 2025Q4: 23,167 shares; 2026Q1: 4,236 shares 4,236 $372K 0.01% -18,931 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,408 shares; 2025Q1: 2,220 shares; 2025Q2: 2,222 shares; 2025Q3: 2,107 shares; 2025Q4: 2,101 shares; 2026Q1: 1,768 shares 1,768 $371K 0.01% -333 Timeline FDVV 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: restricted; 2024Q4: 6,499 shares; 2025Q1: 6,538 shares; 2025Q2: 7,580 shares; 2025Q3: 6,613 shares; 2025Q4: 6,647 shares; 2026Q1: 6,685 shares 6,685 $369K 0.01% +38 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,325 shares; 2025Q1: 20,108 shares; 2025Q2: 18,618 shares; 2025Q3: 18,386 shares; 2025Q4: 17,083 shares; 2026Q1: 13,870 shares 13,870 $369K 0.01% -3,213 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,451 shares; 2025Q1: 4,958 shares; 2025Q2: 4,360 shares; 2025Q3: 4,444 shares; 2025Q4: 4,518 shares; 2026Q1: 4,243 shares 4,243 $368K 0.01% -275 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,498 shares; 2025Q4: 19,069 shares; 2026Q1: 18,499 shares 18,499 $366K 0.01% -570 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,583 shares; 2025Q4: 9,583 shares; 2026Q1: 7,583 shares 7,583 $366K 0.01% -2,000 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 3,048 shares; 2025Q2: 3,239 shares; 2025Q3: 2,256 shares; 2025Q4: 2,432 shares; 2026Q1: 2,104 shares 2,104 $363K 0.01% -328 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,974 shares 1,974 $360K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 3,134 shares; 2026Q1: 2,964 shares 2,964 $359K 0.01% -170 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,242 shares; 2025Q1: 3,843 shares; 2025Q2: 3,841 shares; 2025Q3: 3,579 shares; 2025Q4: 4,417 shares; 2026Q1: 4,376 shares 4,376 $358K 0.01% -41 Timeline IWS 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: restricted; 2024Q4: 2,091 shares; 2025Q1: 2,326 shares; 2025Q2: 2,307 shares; 2025Q3: 2,412 shares; 2025Q4: 3,458 shares; 2026Q1: 2,453 shares 2,453 $357K 0.01% -1,005 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,091 shares; 2025Q1: 7,091 shares; 2025Q2: not reported; 2025Q3: 8,016 shares; 2025Q4: 8,016 shares; 2026Q1: 7,801 shares 7,801 $356K 0.01% -215 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,121 shares; 2025Q1: 3,431 shares; 2025Q2: 3,219 shares; 2025Q3: 3,237 shares; 2025Q4: 3,178 shares; 2026Q1: 3,167 shares 3,167 $353K 0.01% -11 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,610 shares; 2026Q1: 13,924 shares 13,924 $353K 0.01% +1,314 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 7,141 shares 7,141 $350K 0.01% -33 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,008 shares 2,008 $349K 0.01% +7 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,003 shares; 2025Q1: 4,166 shares; 2025Q2: 4,244 shares; 2025Q3: 3,877 shares; 2025Q4: 3,386 shares; 2026Q1: 3,755 shares 3,755 $346K 0.01% +369 Timeline FNCL 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: restricted; 2024Q4: 5,465 shares; 2025Q1: 5,481 shares; 2025Q2: 5,496 shares; 2025Q3: 5,510 shares; 2025Q4: 5,523 shares; 2026Q1: 4,922 shares 4,922 $346K 0.01% -601 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: restricted; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,816 shares; 2026Q1: 1,815 shares 1,815 $341K 0.01% -1 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,257 shares; 2025Q1: 7,082 shares; 2025Q2: 4,744 shares; 2025Q3: 4,718 shares; 2025Q4: 3,873 shares; 2026Q1: 3,764 shares 3,764 $339K 0.01% -109 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: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,605 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,885 shares; 2026Q1: 1,905 shares 1,905 $339K 0.01% +20 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,585 shares; 2025Q2: 1,573 shares; 2025Q3: 1,582 shares; 2025Q4: 2,003 shares; 2026Q1: 2,176 shares 2,176 $338K 0.01% +173 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,936 shares; 2025Q2: 3,001 shares; 2025Q3: 2,944 shares; 2025Q4: 3,133 shares; 2026Q1: 3,103 shares 3,103 $338K 0.01% -30 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,394 shares; 2025Q1: 1,140 shares; 2025Q2: 1,311 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,217 shares 1,217 $335K 0.01% +51 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,748 shares; 2025Q1: 7,567 shares; 2025Q2: 7,828 shares; 2025Q3: 7,714 shares; 2025Q4: 7,263 shares; 2026Q1: 6,909 shares 6,909 $333K 0.01% -354 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,289 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 2,067 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $333K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 576 shares; 2025Q4: 375 shares; 2026Q1: 370 shares 370 $332K 0.01% -5 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,055 shares; 2025Q3: 4,110 shares; 2025Q4: 3,553 shares; 2026Q1: 3,576 shares 3,576 $328K 0.01% +23 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: 1,609 shares; 2025Q2: 1,621 shares; 2025Q3: 1,593 shares; 2025Q4: 1,852 shares; 2026Q1: 1,486 shares 1,486 $325K 0.01% -366 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,379 shares; 2025Q1: 3,393 shares; 2025Q2: 3,395 shares; 2025Q3: 3,316 shares; 2025Q4: 3,896 shares; 2026Q1: 3,675 shares 3,675 $325K 0.01% -221 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,745 shares; 2025Q2: 7,745 shares; 2025Q3: 6,642 shares; 2025Q4: 5,833 shares; 2026Q1: 6,323 shares 6,323 $324K 0.01% +490 Timeline MDYV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares 3,766 $321K 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 2,521 shares; 2025Q4: 2,510 shares; 2026Q1: 2,511 shares 2,511 $319K 0.01% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: not reported; 2025Q4: 2,662 shares; 2026Q1: 2,661 shares 2,661 $316K 0.01% -1 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,563 shares; 2025Q1: 30,408 shares; 2025Q2: 28,213 shares; 2025Q3: 10,467 shares; 2025Q4: 9,403 shares; 2026Q1: 8,278 shares 8,278 $315K 0.01% -1,125 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,789 shares; 2026Q1: 2,719 shares 2,719 $314K 0.01% -70 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,788 shares; 2025Q1: 8,788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,988 shares; 2026Q1: 18,988 shares 18,988 $314K 0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,027 shares 14,027 $313K 0.01% new Timeline FNDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,353 shares; 2025Q3: 7,237 shares; 2025Q4: 7,206 shares; 2026Q1: 9,574 shares 9,574 $310K 0.01% +2,368 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,803 shares 7,803 $310K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 5,375 shares; 2025Q2: 12,412 shares; 2025Q3: 4,733 shares; 2025Q4: 4,651 shares; 2026Q1: 4,641 shares 4,641 $308K 0.01% -10 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,720 shares 9,720 $307K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 2,200 shares; 2025Q2: 2,199 shares; 2025Q3: 2,249 shares; 2025Q4: 2,250 shares; 2026Q1: 2,244 shares 2,244 $304K 0.01% -6 Timeline MOAT 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: restricted; 2024Q4: 10,563 shares; 2025Q1: 9,550 shares; 2025Q2: 5,869 shares; 2025Q3: not reported; 2025Q4: 3,119 shares; 2026Q1: 3,119 shares 3,119 $302K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,445 shares; 2025Q1: 3,441 shares; 2025Q2: 3,240 shares; 2025Q3: 3,255 shares; 2025Q4: 2,786 shares; 2026Q1: 2,948 shares 2,948 $301K 0.01% +162 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,321 shares; 2025Q1: 1,850 shares; 2025Q2: 1,856 shares; 2025Q3: 1,730 shares; 2025Q4: 1,822 shares; 2026Q1: 1,621 shares 1,621 $297K 0.01% -201 Timeline CZA 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: restricted; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,177 shares; 2026Q1: 2,695 shares 2,695 $297K 0.01% -482 Timeline JPST 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: restricted; 2024Q4: 25,854 shares; 2025Q1: 19,274 shares; 2025Q2: 27,493 shares; 2025Q3: 11,575 shares; 2025Q4: 5,478 shares; 2026Q1: 5,840 shares 5,840 $296K 0.01% +362 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,820 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,330 shares; 2025Q4: 2,853 shares; 2026Q1: 2,406 shares 2,406 $293K 0.01% -447 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,155 shares; 2025Q1: 4,081 shares; 2025Q2: 3,891 shares; 2025Q3: 3,618 shares; 2025Q4: 1,879 shares; 2026Q1: 1,865 shares 1,865 $293K 0.01% -14 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares; 2026Q1: 771 shares 771 $293K 0.01% +37 Timeline GLL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,950 shares; 2026Q1: 14,500 shares 14,500 $293K 0.01% -450 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,041 shares; 2025Q4: 5,026 shares; 2026Q1: 4,439 shares 4,439 $292K 0.01% -587 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 2,210 shares; 2025Q2: 1,915 shares; 2025Q3: 1,984 shares; 2025Q4: 2,176 shares; 2026Q1: 2,205 shares 2,205 $290K 0.01% +29 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 1,056 shares; 2025Q3: 934 shares; 2025Q4: 689 shares; 2026Q1: 492 shares 492 $290K 0.01% -197 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,378 shares; 2025Q2: 2,689 shares; 2025Q3: 2,653 shares; 2025Q4: 1,308 shares; 2026Q1: 1,376 shares 1,376 $288K 0.01% +68 Timeline FREL 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: restricted; 2024Q4: 15,806 shares; 2025Q1: 15,147 shares; 2025Q2: 14,664 shares; 2025Q3: 13,294 shares; 2025Q4: 12,591 shares; 2026Q1: 10,670 shares 10,670 $287K 0.01% -1,921 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 6,062 shares; 2025Q3: 12,562 shares; 2025Q4: 1,019 shares; 2026Q1: 1,018 shares 1,018 $287K 0.01% -1 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $285K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,731 shares; 2025Q4: 7,731 shares; 2026Q1: 7,731 shares 7,731 $284K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 2,101 shares; 2025Q2: 2,277 shares; 2025Q3: 2,224 shares; 2025Q4: 2,210 shares; 2026Q1: 2,162 shares 2,162 $283K 0.01% -48 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $283K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,272 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 2,621 shares; 2026Q1: 2,591 shares 2,591 $282K 0.01% -30 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,510 shares; 2025Q3: 2,514 shares; 2025Q4: 2,514 shares; 2026Q1: 2,521 shares 2,521 $282K 0.01% +7 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,045 shares; 2025Q1: 2,051 shares; 2025Q2: 2,203 shares; 2025Q3: 2,207 shares; 2025Q4: 2,101 shares; 2026Q1: 1,726 shares 1,726 $279K 0.01% -375 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares 1,209 $279K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $278K 0.01% 0 Timeline TQQQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,668 shares 6,668 $278K 0.01% new Timeline PFF 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: restricted; 2024Q4: 15,172 shares; 2025Q1: 25,509 shares; 2025Q2: 18,697 shares; 2025Q3: 15,116 shares; 2025Q4: 10,643 shares; 2026Q1: 9,148 shares 9,148 $277K 0.01% -1,495 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 458 shares 458 $277K 0.01% +5 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares 3,617 $277K 0.01% 0 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: restricted; 2024Q4: 10,100 shares; 2025Q1: 10,110 shares; 2025Q2: 10,620 shares; 2025Q3: 10,818 shares; 2025Q4: 11,118 shares; 2026Q1: 11,121 shares 11,121 $275K 0.01% +3 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: restricted; 2024Q4: 7,194 shares; 2025Q1: 7,747 shares; 2025Q2: 7,431 shares; 2025Q3: 7,426 shares; 2025Q4: 7,533 shares; 2026Q1: 6,690 shares 6,690 $273K 0.01% -843 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,785 shares; 2025Q1: 9,635 shares; 2025Q2: 9,703 shares; 2025Q3: 9,764 shares; 2025Q4: 9,821 shares; 2026Q1: 7,900 shares 7,900 $269K 0.01% -1,921 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,287 shares; 2025Q2: 1,239 shares; 2025Q3: 1,199 shares; 2025Q4: 1,235 shares; 2026Q1: 1,248 shares 1,248 $268K 0.01% +13 Timeline QQQM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 1,119 shares 1,119 $266K 0.01% +7 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,649 shares; 2025Q1: 6,230 shares; 2025Q2: 5,434 shares; 2025Q3: 5,634 shares; 2025Q4: 5,647 shares; 2026Q1: 5,753 shares 5,753 $263K 0.01% +106 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $262K 0.01% 0 Timeline DFSE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares; 2026Q1: 6,147 shares 6,147 $260K 0.01% +1,050 Timeline SHV 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: restricted; 2024Q4: 3,767 shares; 2025Q1: 4,010 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,191 shares; 2026Q1: 2,359 shares 2,359 $260K 0.01% +168 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,273 shares; 2026Q1: 6,038 shares 6,038 $259K 0.01% -235 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,601 shares; 2025Q1: 9,286 shares; 2025Q2: 7,493 shares; 2025Q3: 7,305 shares; 2025Q4: 8,368 shares; 2026Q1: 8,081 shares 8,081 $259K 0.01% -287 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,804 shares; 2025Q1: not reported; 2025Q2: 3,957 shares; 2025Q3: 3,959 shares; 2025Q4: 3,971 shares; 2026Q1: 3,981 shares 3,981 $257K 0.01% +10 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $257K 0.01% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,958 shares; 2026Q1: 6,008 shares 6,008 $255K 0.01% +1,050 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,409 shares; 2026Q1: 1,505 shares 1,505 $255K 0.01% +96 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,500 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,497 shares 1,497 $254K 0.01% -1 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,190 shares; 2025Q1: 4,193 shares; 2025Q2: 4,201 shares; 2025Q3: 3,969 shares; 2025Q4: 3,973 shares; 2026Q1: 3,446 shares 3,446 $252K 0.01% -527 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 5,233 shares 5,233 $251K 0.01% -120 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 475 shares; 2025Q4: 459 shares; 2026Q1: 481 shares 481 $251K 0.01% +22 Timeline SUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346 $250K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,376 shares; 2025Q2: 8,434 shares; 2025Q3: 8,304 shares; 2025Q4: not reported; 2026Q1: 7,406 shares 7,406 $248K 0.01% new Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,033 shares; 2025Q3: 7,968 shares; 2025Q4: 7,764 shares; 2026Q1: 5,703 shares 5,703 $248K 0.01% -2,061 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 5,123 shares; 2025Q2: 5,136 shares; 2025Q3: 5,145 shares; 2025Q4: 5,139 shares; 2026Q1: 5,129 shares 5,129 $248K 0.01% -10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,614 shares; 2026Q1: 6,614 shares 6,614 $248K 0.01% 0 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,002 shares 1,002 $247K 0.01% +1 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,843 shares 3,843 $246K 0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares 4,197 $245K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 2,755 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: 2,682 shares 2,682 $245K 0.01% -47 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452 $241K 0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,754 shares; 2025Q4: 11,634 shares; 2026Q1: 11,320 shares 11,320 $239K 0.01% -314 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $238K <0.01% new Timeline GVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $237K <0.01% new Timeline XEXGX 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: restricted; 2024Q4: 27,214 shares; 2025Q1: 27,214 shares; 2025Q2: 27,214 shares; 2025Q3: 27,214 shares; 2025Q4: 27,214 shares; 2026Q1: 27,214 shares 27,214 $236K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,689 shares; 2025Q1: 7,336 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,656 shares 5,656 $236K <0.01% new Timeline SDG 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: restricted; 2024Q4: 107,849 shares; 2025Q1: 13,945 shares; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 2,455 shares; 2026Q1: 2,800 shares 2,800 $235K <0.01% +345 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 2,364 shares; 2026Q1: 2,380 shares 2,380 $231K <0.01% +16 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $230K <0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,830 shares 9,830 $230K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592 shares 592 $230K <0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,171 shares; 2025Q4: 6,084 shares; 2026Q1: 4,785 shares 4,785 $227K <0.01% -1,299 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,851 shares; 2025Q2: 3,693 shares; 2025Q3: 3,931 shares; 2025Q4: 3,931 shares; 2026Q1: 3,868 shares 3,868 $226K <0.01% -63 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,532 shares 32,532 $226K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: 664 shares; 2025Q4: 665 shares; 2026Q1: 676 shares 676 $226K <0.01% +11 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 829 shares; 2025Q2: 831 shares; 2025Q3: 830 shares; 2025Q4: 661 shares; 2026Q1: 628 shares 628 $225K <0.01% -33 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: 2,018 shares; 2026Q1: 2,100 shares 2,100 $224K <0.01% +82 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares; 2026Q1: 4,319 shares 4,319 $224K <0.01% -3 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,744 shares 8,744 $223K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 3,345 shares 3,345 $222K <0.01% +152 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,116 shares; 2025Q1: 68,266 shares; 2025Q2: 65,951 shares; 2025Q3: 63,059 shares; 2025Q4: 61,546 shares; 2026Q1: 4,851 shares 4,851 $221K <0.01% -56,695 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,823 shares; 2026Q1: 1,823 shares 1,823 $219K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 2,838 shares; 2025Q4: 2,782 shares; 2026Q1: 2,779 shares 2,779 $219K <0.01% -3 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,465 shares; 2025Q3: 4,397 shares; 2025Q4: 3,701 shares; 2026Q1: 3,689 shares 3,689 $218K <0.01% -12 Timeline BBJP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $217K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,098 shares; 2025Q1: 4,164 shares; 2025Q2: 3,343 shares; 2025Q3: 2,878 shares; 2025Q4: 2,992 shares; 2026Q1: 2,904 shares 2,904 $216K <0.01% -88 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,301 shares 4,301 $216K <0.01% new Timeline QQQE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $214K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $212K <0.01% new Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,795 shares 2,795 $212K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,721 shares; 2025Q3: 11,738 shares; 2025Q4: 15,854 shares; 2026Q1: 14,030 shares 14,030 $211K <0.01% -1,824 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,574 shares; 2025Q1: 37,574 shares; 2025Q2: 37,574 shares; 2025Q3: 37,574 shares; 2025Q4: 37,574 shares; 2026Q1: 37,574 shares 37,574 $210K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,278 shares 2,278 $210K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,870 shares; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: not reported; 2026Q1: 4,551 shares 4,551 $209K <0.01% new 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: restricted; 2024Q4: 35,776 shares; 2025Q1: 41,991 shares; 2025Q2: not reported; 2025Q3: 36,620 shares; 2025Q4: 34,802 shares; 2026Q1: 34,891 shares 34,891 $209K <0.01% +89 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,596 shares; 2026Q1: 1,646 shares 1,646 $208K <0.01% +50 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $207K <0.01% new Timeline DFAW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $205K <0.01% new Timeline FCOM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares 3,013 $205K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,880 shares 4,880 $205K <0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,515 shares; 2025Q1: 1,831 shares; 2025Q2: 1,843 shares; 2025Q3: 1,833 shares; 2025Q4: 1,820 shares; 2026Q1: 963 shares 963 $204K <0.01% -857 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,015 shares; 2025Q1: 13,141 shares; 2025Q2: 12,103 shares; 2025Q3: 12,103 shares; 2025Q4: 11,085 shares; 2026Q1: 11,407 shares 11,407 $204K <0.01% +322 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,049 shares; 2025Q2: 11,209 shares; 2025Q3: 11,209 shares; 2025Q4: 11,239 shares; 2026Q1: 11,239 shares 11,239 $203K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares 2,293 $202K <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: restricted; 2024Q4: 16,499 shares; 2025Q1: 16,499 shares; 2025Q2: 14,499 shares; 2025Q3: 14,499 shares; 2025Q4: 14,499 shares; 2026Q1: 14,499 shares 14,499 $200K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,897 shares; 2025Q1: 20,218 shares; 2025Q2: 20,342 shares; 2025Q3: 18,243 shares; 2025Q4: 16,306 shares; 2026Q1: 16,744 shares 16,744 $193K <0.01% +438 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,499 shares 11,499 $189K <0.01% new Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,983 shares; 2026Q1: 13,983 shares 13,983 $183K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,112 shares; 2025Q2: 16,146 shares; 2025Q3: 16,146 shares; 2025Q4: 16,146 shares; 2026Q1: 16,173 shares 16,173 $162K <0.01% +27 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: restricted; 2024Q4: 18,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,673 shares; 2026Q1: 11,708 shares 11,708 $156K <0.01% +35 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,329 shares; 2025Q3: 11,332 shares; 2025Q4: 11,329 shares; 2026Q1: 11,324 shares 11,324 $122K <0.01% -5 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: restricted; 2024Q4: 10,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,263 shares; 2025Q4: 10,492 shares; 2026Q1: 10,411 shares 10,411 $117K <0.01% -81 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,400 shares; 2025Q4: 18,191 shares; 2026Q1: 18,238 shares 18,238 $110K <0.01% +47 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: restricted; 2024Q4: 10,922 shares; 2025Q1: 11,097 shares; 2025Q2: 11,097 shares; 2025Q3: 11,789 shares; 2025Q4: 13,204 shares; 2026Q1: 13,206 shares 13,206 $90.7K <0.01% +2 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,229 shares; 2025Q1: 15,629 shares; 2025Q2: 15,631 shares; 2025Q3: 15,731 shares; 2025Q4: 15,879 shares; 2026Q1: 15,979 shares 15,979 $87.1K <0.01% +100 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,622 shares; 2025Q3: 20,622 shares; 2025Q4: 20,728 shares; 2026Q1: 20,741 shares 20,741 $83.4K <0.01% +13 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,650 shares; 2025Q1: 25,650 shares; 2025Q2: 25,650 shares; 2025Q3: 25,650 shares; 2025Q4: 36,392 shares; 2026Q1: 36,392 shares 36,392 $64K <0.01% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $52.4K <0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,859 shares; 2025Q3: 14,459 shares; 2025Q4: 14,400 shares; 2026Q1: 13,000 shares 13,000 $46.9K <0.01% -1,400 Timeline LIQT LIQTECH INTL INC More: the full row for LIQTECH INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,750 shares; 2025Q1: 18,750 shares; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares; 2025Q4: 18,750 shares; 2026Q1: 18,750 shares 18,750 $35.8K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,570 shares; 2025Q1: 42,527 shares; 2025Q2: 42,542 shares; 2025Q3: 42,530 shares; 2025Q4: 42,527 shares; 2026Q1: 21,707 shares 21,707 $35.2K <0.01% -20,820 Timeline BTCS BTCS INC More: the full row for BTCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,339 shares; 2025Q1: 10,339 shares; 2025Q2: 10,339 shares; 2025Q3: 10,339 shares; 2025Q4: 10,339 shares; 2026Q1: 10,339 shares 10,339 $14.4K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,663 shares 21,663 $13.4K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,580 shares 37,580 $264 <0.01% new