WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 3,809 shares; 2025Q1: not reported; 2025Q2: 3,603 shares; 2025Q3: 2,040 shares; 2025Q4: 2,113 shares; 2026Q1: 2,145 shares 2,145 $580K 0.02% +32 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,581 shares; 2025Q1: 2,399 shares; 2025Q2: 2,045 shares; 2025Q3: 2,765 shares; 2025Q4: 2,863 shares; 2026Q1: 3,051 shares 3,051 $579K 0.02% +188 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,495 shares; 2026Q1: 3,156 shares 3,156 $578K 0.02% +661 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: 14,990 shares; 2024Q4: 18,156 shares; 2025Q1: 18,531 shares; 2025Q2: 12,618 shares; 2025Q3: 12,832 shares; 2025Q4: 12,851 shares; 2026Q1: 13,211 shares 13,211 $577K 0.02% +360 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10,349 shares; 2025Q1: 10,553 shares; 2025Q2: 10,580 shares; 2025Q3: 9,625 shares; 2025Q4: 8,848 shares; 2026Q1: 9,306 shares 9,306 $574K 0.02% +458 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 5,710 shares; 2025Q1: 5,855 shares; 2025Q2: 5,495 shares; 2025Q3: 5,170 shares; 2025Q4: 4,870 shares; 2026Q1: 4,650 shares 4,650 $573K 0.02% -220 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,441 shares; 2025Q1: 5,951 shares; 2025Q2: 6,729 shares; 2025Q3: 7,162 shares; 2025Q4: 8,010 shares; 2026Q1: 8,546 shares 8,546 $573K 0.02% +536 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 13,011 shares; 2025Q1: 10,103 shares; 2025Q2: 10,066 shares; 2025Q3: 9,677 shares; 2025Q4: 14,517 shares; 2026Q1: 14,120 shares 14,120 $571K 0.02% -397 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,299 shares; 2025Q1: 7,392 shares; 2025Q2: 9,487 shares; 2025Q3: 14,901 shares; 2025Q4: 14,901 shares; 2026Q1: 14,200 shares 14,200 $570K 0.02% -701 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,746 shares; 2025Q2: 2,747 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares; 2026Q1: 2,685 shares 2,685 $570K 0.02% -29 Timeline DXJ 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: 9,932 shares; 2024Q4: 9,839 shares; 2025Q1: 9,291 shares; 2025Q2: 4,589 shares; 2025Q3: 4,189 shares; 2025Q4: 3,689 shares; 2026Q1: 3,589 shares 3,589 $569K 0.02% -100 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,415 shares; 2025Q1: 4,437 shares; 2025Q2: 4,523 shares; 2025Q3: 4,199 shares; 2025Q4: 4,297 shares; 2026Q1: 4,254 shares 4,254 $568K 0.02% -43 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 7,533 shares; 2025Q1: 8,196 shares; 2025Q2: 8,010 shares; 2025Q3: 8,006 shares; 2025Q4: 10,603 shares; 2026Q1: 7,489 shares 7,489 $564K 0.02% -3,114 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: 10,328 shares; 2024Q4: 12,678 shares; 2025Q1: 14,753 shares; 2025Q2: 14,853 shares; 2025Q3: 14,403 shares; 2025Q4: 15,378 shares; 2026Q1: 13,877 shares 13,877 $563K 0.02% -1,501 Timeline FTSL 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: 18,771 shares; 2024Q4: 19,588 shares; 2025Q1: 20,990 shares; 2025Q2: 22,400 shares; 2025Q3: 20,253 shares; 2025Q4: 13,045 shares; 2026Q1: 12,560 shares 12,560 $563K 0.02% -485 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,936 shares; 2024Q4: 68,136 shares; 2025Q1: 68,536 shares; 2025Q2: 68,436 shares; 2025Q3: 67,036 shares; 2025Q4: 67,531 shares; 2026Q1: 69,916 shares 69,916 $562K 0.02% +2,385 Timeline NXTG 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: 6,242 shares; 2024Q4: 6,243 shares; 2025Q1: 6,082 shares; 2025Q2: 5,983 shares; 2025Q3: 5,784 shares; 2025Q4: 5,537 shares; 2026Q1: 5,018 shares 5,018 $562K 0.02% -519 Timeline FTEC 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: 2,924 shares; 2024Q4: 4,109 shares; 2025Q1: 3,671 shares; 2025Q2: 3,717 shares; 2025Q3: 2,760 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $561K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,137 shares; 2025Q3: 5,737 shares; 2025Q4: 5,687 shares; 2026Q1: 5,437 shares 5,437 $559K 0.02% -250 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,744 shares; 2025Q3: 7,279 shares; 2025Q4: 7,388 shares; 2026Q1: 6,775 shares 6,775 $558K 0.02% -613 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,300 shares; 2024Q4: 45,800 shares; 2025Q1: 45,800 shares; 2025Q2: 45,300 shares; 2025Q3: 45,300 shares; 2025Q4: 40,012 shares; 2026Q1: 37,212 shares 37,212 $554K 0.02% -2,800 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,857 shares; 2025Q1: 1,756 shares; 2025Q2: 2,878 shares; 2025Q3: 1,465 shares; 2025Q4: 1,661 shares; 2026Q1: 1,552 shares 1,552 $553K 0.02% -109 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: 30,192 shares; 2024Q4: 30,471 shares; 2025Q1: 31,126 shares; 2025Q2: 29,725 shares; 2025Q3: 30,018 shares; 2025Q4: 30,656 shares; 2026Q1: 32,126 shares 32,126 $551K 0.02% +1,470 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 2,157 shares; 2026Q1: 2,199 shares 2,199 $550K 0.02% +42 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,919 shares; 2025Q1: 13,923 shares; 2025Q2: 15,232 shares; 2025Q3: 15,538 shares; 2025Q4: 13,668 shares; 2026Q1: 16,682 shares 16,682 $548K 0.02% +3,014 Timeline VB 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: 6,477 shares; 2024Q4: 7,379 shares; 2025Q1: 1,326 shares; 2025Q2: 1,251 shares; 2025Q3: 1,153 shares; 2025Q4: 2,272 shares; 2026Q1: 2,087 shares 2,087 $547K 0.02% -185 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 17,100 shares; 2025Q1: 29,445 shares; 2025Q2: 34,350 shares; 2025Q3: 35,295 shares; 2025Q4: 35,680 shares; 2026Q1: 25,420 shares 25,420 $546K 0.02% -10,260 Timeline TRFK 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: 8,658 shares; 2026Q1: 8,767 shares 8,767 $546K 0.02% +109 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 17,234 shares; 2025Q1: 17,328 shares; 2025Q2: 17,355 shares; 2025Q3: 17,234 shares; 2025Q4: 17,334 shares; 2026Q1: 20,985 shares 20,985 $543K 0.02% +3,651 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: 2,104 shares; 2024Q4: 2,215 shares; 2025Q1: 2,357 shares; 2025Q2: 2,284 shares; 2025Q3: 2,934 shares; 2025Q4: 5,836 shares; 2026Q1: 4,952 shares 4,952 $540K 0.02% -884 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,949 shares; 2024Q4: 50,709 shares; 2025Q1: 51,102 shares; 2025Q2: 51,102 shares; 2025Q3: 52,252 shares; 2025Q4: 52,762 shares; 2026Q1: 11,611 shares 11,611 $539K 0.02% -41,151 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 20,717 shares; 2025Q1: 19,530 shares; 2025Q2: 20,865 shares; 2025Q3: 19,313 shares; 2025Q4: 17,360 shares; 2026Q1: 11,626 shares 11,626 $538K 0.02% -5,734 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 8,794 shares; 2025Q1: 7,950 shares; 2025Q2: 8,672 shares; 2025Q3: 8,614 shares; 2025Q4: 10,886 shares; 2026Q1: 15,736 shares 15,736 $537K 0.02% +4,850 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: 91,497 shares; 2024Q4: 44,841 shares; 2025Q1: 46,537 shares; 2025Q2: 46,002 shares; 2025Q3: 46,197 shares; 2025Q4: 47,770 shares; 2026Q1: 46,503 shares 46,503 $537K 0.02% -1,267 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 15,813 shares; 2025Q1: 16,308 shares; 2025Q2: 16,858 shares; 2025Q3: 16,008 shares; 2025Q4: 15,320 shares; 2026Q1: 15,650 shares 15,650 $535K 0.02% +330 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,009 shares; 2025Q4: 6,776 shares; 2026Q1: 7,705 shares 7,705 $534K 0.02% +929 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS 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: 15,500 shares; 2026Q1: 66,825 shares 66,825 $531K 0.02% +51,325 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,730 shares; 2025Q1: 1,706 shares; 2025Q2: 2,227 shares; 2025Q3: 2,353 shares; 2025Q4: 2,377 shares; 2026Q1: 2,473 shares 2,473 $528K 0.02% +96 Timeline RWJ 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: 16,950 shares; 2024Q4: 17,154 shares; 2025Q1: 17,319 shares; 2025Q2: 15,561 shares; 2025Q3: 15,090 shares; 2025Q4: 10,742 shares; 2026Q1: 10,453 shares 10,453 $528K 0.02% -289 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,769 shares 1,769 $527K 0.02% new 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: 8,553 shares; 2024Q4: 8,153 shares; 2025Q1: 10,804 shares; 2025Q2: 11,029 shares; 2025Q3: 10,029 shares; 2025Q4: 9,454 shares; 2026Q1: 10,879 shares 10,879 $526K 0.02% +1,425 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,610 shares; 2025Q1: 10,204 shares; 2025Q2: 11,170 shares; 2025Q3: 18,696 shares; 2025Q4: 18,696 shares; 2026Q1: 18,696 shares 18,696 $520K 0.02% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,113 shares; 2025Q4: 5,935 shares; 2026Q1: 5,935 shares 5,935 $520K 0.02% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 14,380 shares; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares; 2025Q4: 14,030 shares; 2026Q1: 11,280 shares 11,280 $518K 0.02% -2,750 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: 5,600 shares; 2024Q4: 5,913 shares; 2025Q1: 5,561 shares; 2025Q2: 6,128 shares; 2025Q3: 6,141 shares; 2025Q4: 6,211 shares; 2026Q1: 6,100 shares 6,100 $516K 0.02% -111 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: 2,924 shares; 2024Q4: 2,761 shares; 2025Q1: 8,036 shares; 2025Q2: 5,106 shares; 2025Q3: 4,637 shares; 2025Q4: 4,569 shares; 2026Q1: 4,326 shares 4,326 $514K 0.02% -243 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,709 shares; 2025Q1: 956 shares; 2025Q2: 800 shares; 2025Q3: 875 shares; 2025Q4: 907 shares; 2026Q1: 942 shares 942 $512K 0.02% +35 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,560 shares; 2025Q1: 3,556 shares; 2025Q2: 3,586 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,648 shares 3,648 $509K 0.02% +92 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,718 shares; 2024Q4: 15,277 shares; 2025Q1: 14,867 shares; 2025Q2: 14,899 shares; 2025Q3: 24,878 shares; 2025Q4: 19,571 shares; 2026Q1: 21,487 shares 21,487 $509K 0.02% +1,916 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: 54,469 shares; 2024Q4: 56,423 shares; 2025Q1: 20,287 shares; 2025Q2: 21,087 shares; 2025Q3: 19,637 shares; 2025Q4: 16,472 shares; 2026Q1: 9,916 shares 9,916 $504K 0.02% -6,556 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 9,340 shares; 2026Q1: 11,840 shares 11,840 $504K 0.02% +2,500 Timeline FENI 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: 7,334 shares; 2025Q4: 8,884 shares; 2026Q1: 13,501 shares 13,501 $502K 0.02% +4,617 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: 7,835 shares; 2024Q4: 7,480 shares; 2025Q1: 7,994 shares; 2025Q2: 8,307 shares; 2025Q3: 8,121 shares; 2025Q4: 8,167 shares; 2026Q1: 10,313 shares 10,313 $497K 0.02% +2,146 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 4,993 shares; 2025Q1: 4,699 shares; 2025Q2: 4,537 shares; 2025Q3: 4,540 shares; 2025Q4: 4,632 shares; 2026Q1: 4,513 shares 4,513 $496K 0.02% -119 Timeline IBDU 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: 10,589 shares; 2025Q2: 11,922 shares; 2025Q3: 14,912 shares; 2025Q4: 18,910 shares; 2026Q1: 21,238 shares 21,238 $494K 0.02% +2,328 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 458 shares; 2025Q2: 450 shares; 2025Q3: 464 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $491K 0.02% 0 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: 16,045 shares; 2024Q4: 15,945 shares; 2025Q1: 15,650 shares; 2025Q2: 16,595 shares; 2025Q3: 15,095 shares; 2025Q4: 15,430 shares; 2026Q1: 14,755 shares 14,755 $490K 0.02% -675 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 15,337 shares; 2025Q1: 13,814 shares; 2025Q2: 13,934 shares; 2025Q3: 17,256 shares; 2025Q4: 17,636 shares; 2026Q1: 18,226 shares 18,226 $486K 0.02% +590 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,408 shares; 2025Q3: 6,480 shares; 2025Q4: 5,858 shares; 2026Q1: 4,995 shares 4,995 $484K 0.02% -863 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,016 shares; 2025Q1: 5,044 shares; 2025Q2: 5,418 shares; 2025Q3: 5,488 shares; 2025Q4: 5,912 shares; 2026Q1: 5,558 shares 5,558 $482K 0.02% -354 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,273 shares 3,273 $473K 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,474 shares; 2025Q1: 5,503 shares; 2025Q2: 6,135 shares; 2025Q3: 5,981 shares; 2025Q4: 4,336 shares; 2026Q1: 4,796 shares 4,796 $472K 0.02% +460 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,281 shares; 2024Q4: 10,198 shares; 2025Q1: 3,559 shares; 2025Q2: 4,194 shares; 2025Q3: 5,397 shares; 2025Q4: 5,427 shares; 2026Q1: 6,014 shares 6,014 $472K 0.02% +587 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 10,530 shares; 2025Q1: 15,636 shares; 2025Q2: 20,646 shares; 2025Q3: 21,457 shares; 2025Q4: 27,367 shares; 2026Q1: 41,005 shares 41,005 $472K 0.02% +13,638 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 18,495 shares; 2025Q1: 17,840 shares; 2025Q2: 15,445 shares; 2025Q3: 13,360 shares; 2025Q4: 13,670 shares; 2026Q1: 18,235 shares 18,235 $465K 0.02% +4,565 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 33,581 shares; 2025Q1: 27,916 shares; 2025Q2: 25,026 shares; 2025Q3: 24,263 shares; 2025Q4: 24,673 shares; 2026Q1: 20,358 shares 20,358 $464K 0.02% -4,315 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: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,531 shares; 2025Q4: 2,581 shares; 2026Q1: 2,602 shares 2,602 $464K 0.02% +21 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,320 shares; 2025Q4: 16,936 shares; 2026Q1: 15,419 shares 15,419 $463K 0.02% -1,517 Timeline KTCC KEY TRONIC CORP More: the full row for KEY TRONIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,300 shares; 2024Q4: 104,300 shares; 2025Q1: 100,550 shares; 2025Q2: 127,550 shares; 2025Q3: 162,950 shares; 2025Q4: 164,700 shares; 2026Q1: 169,200 shares 169,200 $462K 0.02% +4,500 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,628 shares; 2025Q1: 3,630 shares; 2025Q2: 3,553 shares; 2025Q3: 3,625 shares; 2025Q4: 3,628 shares; 2026Q1: 3,581 shares 3,581 $459K 0.02% -47 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,894 shares; 2025Q1: 1,906 shares; 2025Q2: 2,060 shares; 2025Q3: 2,237 shares; 2025Q4: 2,203 shares; 2026Q1: 2,212 shares 2,212 $455K 0.02% +9 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,366 shares; 2025Q1: 2,650 shares; 2025Q2: 2,565 shares; 2025Q3: 2,375 shares; 2025Q4: 2,141 shares; 2026Q1: 1,618 shares 1,618 $455K 0.02% -523 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,907 shares; 2025Q1: 6,963 shares; 2025Q2: 7,152 shares; 2025Q3: 6,814 shares; 2025Q4: 6,278 shares; 2026Q1: 5,509 shares 5,509 $454K 0.02% -769 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: not reported; 2024Q4: 7,022 shares; 2025Q1: 8,197 shares; 2025Q2: 8,097 shares; 2025Q3: 8,097 shares; 2025Q4: 8,422 shares; 2026Q1: 8,222 shares 8,222 $454K 0.02% -200 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: 14,518 shares; 2024Q4: 14,519 shares; 2025Q1: 14,020 shares; 2025Q2: 14,025 shares; 2025Q3: 12,225 shares; 2025Q4: 11,725 shares; 2026Q1: 10,414 shares 10,414 $452K 0.02% -1,311 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: 6,820 shares; 2024Q4: 6,804 shares; 2025Q1: 6,676 shares; 2025Q2: 6,663 shares; 2025Q3: 6,805 shares; 2025Q4: 6,854 shares; 2026Q1: 6,934 shares 6,934 $452K 0.02% +80 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,430 shares; 2024Q4: 102,425 shares; 2025Q1: 107,650 shares; 2025Q2: 107,325 shares; 2025Q3: 117,475 shares; 2025Q4: 98,000 shares; 2026Q1: 94,576 shares 94,576 $452K 0.02% -3,424 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: 35,979 shares; 2024Q4: 34,479 shares; 2025Q1: 31,729 shares; 2025Q2: 31,729 shares; 2025Q3: 30,979 shares; 2025Q4: 32,412 shares; 2026Q1: 30,912 shares 30,912 $441K 0.02% -1,500 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,143 shares; 2024Q4: 37,225 shares; 2025Q1: 36,603 shares; 2025Q2: 37,008 shares; 2025Q3: 37,130 shares; 2025Q4: 36,258 shares; 2026Q1: 34,829 shares 34,829 $441K 0.02% -1,429 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,396 shares; 2024Q4: 45,646 shares; 2025Q1: 51,275 shares; 2025Q2: 37,250 shares; 2025Q3: 26,250 shares; 2025Q4: 21,500 shares; 2026Q1: 19,000 shares 19,000 $436K 0.02% -2,500 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 21,752 shares; 2025Q1: 21,155 shares; 2025Q2: 20,892 shares; 2025Q3: 20,613 shares; 2025Q4: 9,979 shares; 2026Q1: 7,753 shares 7,753 $433K 0.02% -2,226 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,777 shares; 2025Q1: 3,941 shares; 2025Q2: 3,499 shares; 2025Q3: 3,484 shares; 2025Q4: 3,467 shares; 2026Q1: 3,414 shares 3,414 $431K 0.02% -53 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: 7,079 shares; 2024Q4: 6,779 shares; 2025Q1: 6,479 shares; 2025Q2: 6,479 shares; 2025Q3: 6,479 shares; 2025Q4: 6,479 shares; 2026Q1: 6,209 shares 6,209 $431K 0.02% -270 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 93 shares; 2025Q1: 83 shares; 2025Q2: 75 shares; 2025Q3: 60 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $428K 0.02% 0 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: 10,460 shares; 2024Q4: 11,460 shares; 2025Q1: 10,960 shares; 2025Q2: 11,053 shares; 2025Q3: 11,186 shares; 2025Q4: 10,938 shares; 2026Q1: 19,217 shares 19,217 $428K 0.02% +8,279 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,460 shares; 2024Q4: 19,661 shares; 2025Q1: 17,243 shares; 2025Q2: 10,196 shares; 2025Q3: 9,560 shares; 2025Q4: 9,185 shares; 2026Q1: 9,135 shares 9,135 $426K 0.02% -50 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: 5,975 shares; 2024Q4: 5,978 shares; 2025Q1: 5,734 shares; 2025Q2: 4,585 shares; 2025Q3: 4,175 shares; 2025Q4: 5,940 shares; 2026Q1: 5,930 shares 5,930 $426K 0.02% -10 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,706 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,030 shares; 2025Q4: 8,041 shares; 2026Q1: 8,247 shares 8,247 $422K 0.02% +206 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,274 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,484 shares; 2026Q1: 1,685 shares 1,685 $422K 0.02% +201 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: 33,464 shares; 2024Q4: 31,667 shares; 2025Q1: 31,559 shares; 2025Q2: 31,257 shares; 2025Q3: 31,431 shares; 2025Q4: 27,427 shares; 2026Q1: 23,242 shares 23,242 $419K 0.02% -4,185 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $418K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,743 shares; 2025Q3: 1,968 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares 2,040 $417K 0.02% 0 Timeline ELD 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: 7,229 shares; 2025Q3: 7,683 shares; 2025Q4: 8,220 shares; 2026Q1: 14,949 shares 14,949 $416K 0.02% +6,729 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,690 shares; 2025Q1: 1,738 shares; 2025Q2: 2,915 shares; 2025Q3: 2,893 shares; 2025Q4: 2,879 shares; 2026Q1: 2,391 shares 2,391 $415K 0.02% -488 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,664 shares; 2026Q1: 2,116 shares 2,116 $415K 0.02% -548 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,271 shares; 2025Q1: 8,018 shares; 2025Q2: 7,566 shares; 2025Q3: 8,065 shares; 2025Q4: 8,587 shares; 2026Q1: 8,809 shares 8,809 $413K 0.02% +222 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 17,459 shares; 2025Q1: 17,388 shares; 2025Q2: 17,782 shares; 2025Q3: 17,302 shares; 2025Q4: 16,576 shares; 2026Q1: 16,151 shares 16,151 $413K 0.02% -425 Timeline GARP 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: 6,442 shares 6,442 $412K 0.02% new Timeline RCG RENN FD INC More: the full row for RENN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,960 shares; 2024Q4: 243,960 shares; 2025Q1: 142,560 shares; 2025Q2: 140,560 shares; 2025Q3: 128,455 shares; 2025Q4: 128,455 shares; 2026Q1: 125,455 shares 125,455 $411K 0.02% -3,000 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,622 shares; 2024Q4: 15,489 shares; 2025Q1: 14,383 shares; 2025Q2: 14,283 shares; 2025Q3: 14,683 shares; 2025Q4: 17,232 shares; 2026Q1: 15,682 shares 15,682 $410K 0.02% -1,550 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 858 shares; 2025Q2: 896 shares; 2025Q3: 908 shares; 2025Q4: 931 shares; 2026Q1: 865 shares 865 $410K 0.02% -66 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 23,774 shares; 2025Q1: 23,807 shares; 2025Q2: 23,841 shares; 2025Q3: 24,501 shares; 2025Q4: 24,580 shares; 2026Q1: 24,626 shares 24,626 $409K 0.02% +46 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,137 shares; 2025Q1: 4,397 shares; 2025Q2: 4,357 shares; 2025Q3: 4,330 shares; 2025Q4: 4,729 shares; 2026Q1: 4,707 shares 4,707 $409K 0.02% -22 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 9,818 shares; 2025Q1: 10,131 shares; 2025Q2: 10,031 shares; 2025Q3: 9,931 shares; 2025Q4: 10,182 shares; 2026Q1: 10,142 shares 10,142 $407K 0.02% -40 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: 19,479 shares; 2024Q4: 13,718 shares; 2025Q1: 13,718 shares; 2025Q2: 13,753 shares; 2025Q3: 13,253 shares; 2025Q4: 12,753 shares; 2026Q1: 11,503 shares 11,503 $405K 0.02% -1,250 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,135 shares; 2025Q1: 5,535 shares; 2025Q2: 5,310 shares; 2025Q3: 5,335 shares; 2025Q4: 5,435 shares; 2026Q1: 5,985 shares 5,985 $400K 0.02% +550 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 4,871 shares; 2025Q1: 4,923 shares; 2025Q2: 4,936 shares; 2025Q3: 4,538 shares; 2025Q4: 5,309 shares; 2026Q1: 5,362 shares 5,362 $399K 0.02% +53 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,060 shares; 2025Q1: 23,677 shares; 2025Q2: 22,980 shares; 2025Q3: not reported; 2025Q4: 15,882 shares; 2026Q1: 25,296 shares 25,296 $398K 0.02% +9,414 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 8,768 shares; 2025Q1: 8,541 shares; 2025Q2: 8,870 shares; 2025Q3: 8,211 shares; 2025Q4: 7,316 shares; 2026Q1: 6,926 shares 6,926 $396K 0.02% -390 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,642 shares 1,642 $394K 0.02% new Timeline NUKZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,990 shares; 2026Q1: 5,990 shares 5,990 $394K 0.02% +2,000 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 2,330 shares; 2025Q3: 2,380 shares; 2025Q4: 2,430 shares; 2026Q1: 2,330 shares 2,330 $394K 0.02% -100 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,720 shares; 2025Q1: 4,890 shares; 2025Q2: 4,411 shares; 2025Q3: 4,837 shares; 2025Q4: 4,510 shares; 2026Q1: 4,222 shares 4,222 $392K 0.02% -288 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 7,017 shares; 2025Q4: 7,117 shares; 2026Q1: 7,846 shares 7,846 $391K 0.02% +729 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: not reported; 2025Q4: not reported; 2026Q1: 12,545 shares 12,545 $391K 0.02% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 17,769 shares; 2025Q1: 47,540 shares; 2025Q2: 47,361 shares; 2025Q3: 47,386 shares; 2025Q4: 49,409 shares; 2026Q1: 47,409 shares 47,409 $391K 0.02% -2,000 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 7,010 shares; 2025Q1: 7,830 shares; 2025Q2: 7,630 shares; 2025Q3: 8,430 shares; 2025Q4: 7,430 shares; 2026Q1: 4,200 shares 4,200 $391K 0.02% -3,230 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,963 shares; 2025Q1: 1,351 shares; 2025Q2: 1,330 shares; 2025Q3: 1,363 shares; 2025Q4: 1,374 shares; 2026Q1: 1,469 shares 1,469 $391K 0.02% +95 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 15,298 shares; 2025Q1: 13,701 shares; 2025Q2: 14,044 shares; 2025Q3: 13,971 shares; 2025Q4: 14,286 shares; 2026Q1: 14,055 shares 14,055 $391K 0.02% -231 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,993 shares; 2026Q1: 2,820 shares 2,820 $390K 0.02% -173 Timeline IBDT 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: 8,902 shares; 2025Q3: 10,190 shares; 2025Q4: 13,075 shares; 2026Q1: 15,373 shares 15,373 $389K 0.02% +2,298 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,563 shares; 2025Q1: 3,723 shares; 2025Q2: 5,202 shares; 2025Q3: 5,495 shares; 2025Q4: not reported; 2026Q1: 4,787 shares 4,787 $386K 0.02% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,906 shares; 2025Q1: 2,674 shares; 2025Q2: 2,686 shares; 2025Q3: 2,647 shares; 2025Q4: 2,430 shares; 2026Q1: 3,747 shares 3,747 $384K 0.02% +1,317 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,092 shares; 2025Q1: 3,853 shares; 2025Q2: 3,721 shares; 2025Q3: 3,700 shares; 2025Q4: 5,410 shares; 2026Q1: 3,469 shares 3,469 $383K 0.02% -1,941 Timeline CULP CULP INC More: the full row for CULP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,289 shares; 2024Q4: 207,571 shares; 2025Q1: 193,021 shares; 2025Q2: 193,571 shares; 2025Q3: 201,191 shares; 2025Q4: 152,517 shares; 2026Q1: 139,167 shares 139,167 $381K 0.02% -13,350 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: 2,725 shares; 2024Q4: 2,615 shares; 2025Q1: 2,301 shares; 2025Q2: 2,449 shares; 2025Q3: 2,396 shares; 2025Q4: 2,228 shares; 2026Q1: 2,207 shares 2,207 $381K 0.02% -21 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 2,144 shares; 2026Q1: 3,355 shares 3,355 $379K 0.02% +1,211 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,750 shares; 2024Q4: 25,750 shares; 2025Q1: 25,750 shares; 2025Q2: 25,750 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $375K 0.02% 0 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY 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: 12,525 shares; 2026Q1: 11,650 shares 11,650 $374K 0.02% -875 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,155 shares; 2025Q1: 3,370 shares; 2025Q2: 3,383 shares; 2025Q3: 4,026 shares; 2025Q4: 8,757 shares; 2026Q1: 3,824 shares 3,824 $374K 0.02% -4,933 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,389 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,124 shares; 2025Q4: 2,204 shares; 2026Q1: 3,404 shares 3,404 $374K 0.02% +1,200 Timeline IBDS 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: 15,382 shares 15,382 $373K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 813 shares; 2025Q4: 1,178 shares; 2026Q1: 1,186 shares 1,186 $373K 0.02% +8 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,338 shares; 2025Q1: 8,575 shares; 2025Q2: 8,425 shares; 2025Q3: 8,440 shares; 2025Q4: 8,655 shares; 2026Q1: 8,783 shares 8,783 $373K 0.02% +128 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,161 shares; 2024Q4: 48,271 shares; 2025Q1: 65,084 shares; 2025Q2: 63,329 shares; 2025Q3: 46,991 shares; 2025Q4: 24,228 shares; 2026Q1: 13,536 shares 13,536 $372K 0.02% -10,692 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,183 shares; 2026Q1: 1,249 shares 1,249 $370K 0.02% +66 Timeline USAI 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: 5,574 shares; 2025Q4: 6,375 shares; 2026Q1: 7,822 shares 7,822 $368K 0.02% +1,447 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,143 shares; 2025Q1: 6,599 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,218 shares 6,218 $367K 0.02% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,555 shares; 2025Q4: 31,170 shares; 2026Q1: 41,850 shares 41,850 $365K 0.02% +10,680 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: 6,092 shares; 2024Q4: 6,224 shares; 2025Q1: 6,415 shares; 2025Q2: 6,766 shares; 2025Q3: 6,770 shares; 2025Q4: 6,125 shares; 2026Q1: 6,003 shares 6,003 $365K 0.02% -122 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,141 shares 5,141 $364K 0.02% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,236 shares 19,236 $361K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,115 shares; 2025Q1: 952 shares; 2025Q2: 893 shares; 2025Q3: 425 shares; 2025Q4: 320 shares; 2026Q1: 330 shares 330 $361K 0.02% +10 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 6,979 shares; 2025Q4: 4,017 shares; 2026Q1: 4,641 shares 4,641 $360K 0.02% +624 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,503 shares; 2025Q3: 19,453 shares; 2025Q4: 19,203 shares; 2026Q1: 16,703 shares 16,703 $358K 0.02% -2,500 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: 5,816 shares; 2024Q4: 5,815 shares; 2025Q1: 5,515 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares 3,037 $357K 0.02% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,713 shares; 2024Q4: 48,355 shares; 2025Q1: 49,479 shares; 2025Q2: 49,991 shares; 2025Q3: 47,434 shares; 2025Q4: 47,943 shares; 2026Q1: 47,069 shares 47,069 $355K 0.02% -874 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,091 shares; 2025Q1: 5,300 shares; 2025Q2: 6,705 shares; 2025Q3: 6,211 shares; 2025Q4: 6,317 shares; 2026Q1: 5,920 shares 5,920 $355K 0.02% -397 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,050 shares; 2025Q4: 2,067 shares; 2026Q1: 2,342 shares 2,342 $354K 0.02% +275 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 5,945 shares; 2025Q1: 4,590 shares; 2025Q2: 4,571 shares; 2025Q3: 4,529 shares; 2025Q4: 3,166 shares; 2026Q1: 2,962 shares 2,962 $351K 0.02% -204 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 27,093 shares; 2025Q1: 28,270 shares; 2025Q2: 25,478 shares; 2025Q3: 25,568 shares; 2025Q4: 21,563 shares; 2026Q1: 21,359 shares 21,359 $351K 0.02% -204 Timeline REET 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: 10,249 shares; 2026Q1: 13,913 shares 13,913 $350K 0.01% +3,664 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,650 shares; 2025Q3: 12,250 shares; 2025Q4: 10,750 shares; 2026Q1: 10,350 shares 10,350 $350K 0.01% -400 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,991 shares; 2025Q1: 1,986 shares; 2025Q2: 1,780 shares; 2025Q3: 1,590 shares; 2025Q4: 1,487 shares; 2026Q1: 1,113 shares 1,113 $350K 0.01% -374 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,417 shares; 2025Q4: 9,417 shares; 2026Q1: 9,632 shares 9,632 $349K 0.01% +215 Timeline HYGW 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: 11,754 shares; 2026Q1: 11,754 shares 11,754 $347K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 4,924 shares; 2025Q1: 4,999 shares; 2025Q2: 5,316 shares; 2025Q3: 4,615 shares; 2025Q4: 4,741 shares; 2026Q1: 4,441 shares 4,441 $342K 0.01% -300 Timeline IBDV 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: 9,651 shares; 2025Q4: 11,797 shares; 2026Q1: 15,574 shares 15,574 $341K 0.01% +3,777 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,322 shares; 2025Q1: 3,982 shares; 2025Q2: 2,617 shares; 2025Q3: 2,717 shares; 2025Q4: 2,747 shares; 2026Q1: 2,669 shares 2,669 $341K 0.01% -78 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: 8,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,618 shares 41,618 $339K 0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,130 shares 3,130 $338K 0.01% new 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: 10,518 shares; 2024Q4: 10,385 shares; 2025Q1: 9,914 shares; 2025Q2: 9,944 shares; 2025Q3: 9,722 shares; 2025Q4: 8,470 shares; 2026Q1: 8,466 shares 8,466 $337K 0.01% -4 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,880 shares; 2025Q1: 2,643 shares; 2025Q2: 2,686 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares; 2026Q1: 2,898 shares 2,898 $337K 0.01% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,295 shares; 2025Q4: 1,329 shares; 2026Q1: 1,455 shares 1,455 $335K 0.01% +126 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares 1,136 $335K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 4,981 shares; 2025Q1: not reported; 2025Q2: 4,726 shares; 2025Q3: 4,703 shares; 2025Q4: 4,516 shares; 2026Q1: 4,574 shares 4,574 $335K 0.01% +58 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 6,600 shares; 2025Q1: 8,400 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 9,150 shares 9,150 $334K 0.01% +1,250 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares; 2026Q1: 5,067 shares 5,067 $333K 0.01% +686 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: 12,581 shares; 2024Q4: 10,905 shares; 2025Q1: 6,432 shares; 2025Q2: 5,516 shares; 2025Q3: 5,238 shares; 2025Q4: 5,109 shares; 2026Q1: 5,123 shares 5,123 $331K 0.01% +14 Timeline TEXX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,700 shares 11,700 $330K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,639 shares; 2024Q4: 72,173 shares; 2025Q1: 71,342 shares; 2025Q2: 73,113 shares; 2025Q3: 74,846 shares; 2025Q4: 76,928 shares; 2026Q1: 75,034 shares 75,034 $329K 0.01% -1,894 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,215 shares; 2025Q1: 7,215 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 6,215 shares; 2026Q1: 6,215 shares 6,215 $329K 0.01% 0 Timeline EPI 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: 13,343 shares; 2024Q4: 13,019 shares; 2025Q1: 12,394 shares; 2025Q2: 12,419 shares; 2025Q3: 9,558 shares; 2025Q4: 8,808 shares; 2026Q1: 8,058 shares 8,058 $329K 0.01% -750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,782 shares 11,782 $328K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 2,805 shares; 2025Q4: 2,794 shares; 2026Q1: 3,573 shares 3,573 $327K 0.01% +779 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,602 shares 6,602 $327K 0.01% new 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: 16,115 shares; 2024Q4: 17,945 shares; 2025Q1: 13,731 shares; 2025Q2: 12,275 shares; 2025Q3: 14,721 shares; 2025Q4: 14,552 shares; 2026Q1: 10,202 shares 10,202 $327K 0.01% -4,350 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,700 shares; 2026Q1: 5,200 shares 5,200 $324K 0.01% -500 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,527 shares; 2025Q1: 7,495 shares; 2025Q2: 6,479 shares; 2025Q3: 6,479 shares; 2025Q4: 6,479 shares; 2026Q1: 6,479 shares 6,479 $323K 0.01% 0 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: 24,195 shares; 2024Q4: 24,510 shares; 2025Q1: 24,365 shares; 2025Q2: 23,940 shares; 2025Q3: 22,025 shares; 2025Q4: 21,820 shares; 2026Q1: 21,370 shares 21,370 $322K 0.01% -450 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 23,000 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 28,750 shares 28,750 $321K 0.01% -750 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: not reported; 2024Q4: 7,419 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $320K 0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,050 shares 2,050 $318K 0.01% +850 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,153 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,641 shares; 2026Q1: 14,152 shares 14,152 $316K 0.01% +1,511 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 6,392 shares 6,392 $316K 0.01% +1,450 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,818 shares; 2024Q4: 28,878 shares; 2025Q1: 28,843 shares; 2025Q2: 32,158 shares; 2025Q3: 33,118 shares; 2025Q4: 30,813 shares; 2026Q1: 37,363 shares 37,363 $316K 0.01% +6,550 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,320 shares; 2024Q4: 32,470 shares; 2025Q1: 31,970 shares; 2025Q2: 31,870 shares; 2025Q3: 31,870 shares; 2025Q4: 32,170 shares; 2026Q1: 32,070 shares 32,070 $315K 0.01% -100 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,782 shares; 2026Q1: 4,762 shares 4,762 $315K 0.01% -20 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 6,201 shares; 2025Q4: 8,285 shares; 2026Q1: 8,871 shares 8,871 $315K 0.01% +586 Timeline CVEO CIVEO CORP CDA More: the full row for CIVEO CORP CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,722 shares; 2024Q4: 24,890 shares; 2025Q1: 16,757 shares; 2025Q2: 16,432 shares; 2025Q3: 14,341 shares; 2025Q4: 13,991 shares; 2026Q1: 11,808 shares 11,808 $312K 0.01% -2,183 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,096 shares; 2025Q1: 3,286 shares; 2025Q2: 3,676 shares; 2025Q3: 4,157 shares; 2025Q4: 3,841 shares; 2026Q1: 4,013 shares 4,013 $310K 0.01% +172 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,718 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $309K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,583 shares 12,583 $306K 0.01% new 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: 2,856 shares; 2024Q4: 2,473 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,821 shares; 2026Q1: 1,804 shares 1,804 $305K 0.01% -17 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,163 shares; 2025Q1: 3,030 shares; 2025Q2: 2,893 shares; 2025Q3: 2,877 shares; 2025Q4: 2,878 shares; 2026Q1: 2,880 shares 2,880 $305K 0.01% +2 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 14,475 shares; 2025Q1: 19,175 shares; 2025Q2: 21,125 shares; 2025Q3: 23,050 shares; 2025Q4: 23,350 shares; 2026Q1: 27,225 shares 27,225 $304K 0.01% +3,875 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,524 shares; 2024Q4: 82,691 shares; 2025Q1: 79,911 shares; 2025Q2: 80,136 shares; 2025Q3: 77,792 shares; 2025Q4: 77,947 shares; 2026Q1: 59,807 shares 59,807 $303K 0.01% -18,140 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: 1,120 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares; 2026Q1: 1,653 shares 1,653 $303K 0.01% +154 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: 84,285 shares; 2024Q4: 103,285 shares; 2025Q1: 104,285 shares; 2025Q2: 18,770 shares; 2025Q3: 21,020 shares; 2025Q4: 20,270 shares; 2026Q1: 7,635 shares 7,635 $301K 0.01% -12,635 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,143 shares; 2025Q3: 6,947 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares 6,855 $300K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 1,819 shares; 2025Q4: 2,262 shares; 2026Q1: 2,202 shares 2,202 $299K 0.01% -60 Timeline FRMI FERMI INC More: the full row for FERMI 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: 51,000 shares 51,000 $298K 0.01% new 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: 111,400 shares; 2024Q4: 108,400 shares; 2025Q1: 109,900 shares; 2025Q2: 106,900 shares; 2025Q3: 102,900 shares; 2025Q4: 105,400 shares; 2026Q1: 102,000 shares 102,000 $298K 0.01% -3,400 Timeline FVD 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: 9,147 shares; 2024Q4: 8,730 shares; 2025Q1: 8,539 shares; 2025Q2: 9,108 shares; 2025Q3: 6,666 shares; 2025Q4: 6,311 shares; 2026Q1: 6,319 shares 6,319 $297K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,500 shares 20,500 $296K 0.01% new Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,460 shares; 2025Q3: 14,460 shares; 2025Q4: 21,960 shares; 2026Q1: 23,960 shares 23,960 $295K 0.01% +2,000 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,329 shares; 2025Q1: 4,630 shares; 2025Q2: 4,768 shares; 2025Q3: 4,653 shares; 2025Q4: 4,523 shares; 2026Q1: 4,249 shares 4,249 $295K 0.01% -274 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,263 shares 4,263 $295K 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: not reported; 2025Q4: 1,549 shares; 2026Q1: 1,508 shares 1,508 $295K 0.01% -41 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,007 shares; 2025Q1: 2,665 shares; 2025Q2: 2,616 shares; 2025Q3: 2,578 shares; 2025Q4: 2,607 shares; 2026Q1: 2,482 shares 2,482 $294K 0.01% -125 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,814 shares; 2025Q1: 1,811 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,697 shares 1,697 $293K 0.01% +12 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,878 shares; 2025Q1: 4,842 shares; 2025Q2: 4,787 shares; 2025Q3: 6,159 shares; 2025Q4: 4,842 shares; 2026Q1: 3,966 shares 3,966 $292K 0.01% -876 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,072 shares; 2025Q4: 5,454 shares; 2026Q1: 5,458 shares 5,458 $292K 0.01% +4 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: 3,372 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares; 2026Q1: 3,372 shares 3,372 $291K 0.01% 0 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: not reported; 2026Q1: 15,570 shares 15,570 $291K 0.01% new 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: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,900 shares 2,900 $291K 0.01% +200 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 13,848 shares; 2026Q1: 19,146 shares 19,146 $290K 0.01% +5,298 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 4,923 shares; 2025Q1: 4,829 shares; 2025Q2: 4,030 shares; 2025Q3: 3,995 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares 3,830 $289K 0.01% 0 Timeline IWP 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: 1,727 shares; 2026Q1: 2,250 shares 2,250 $288K 0.01% +523 Timeline FCG 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: 10,885 shares; 2024Q4: 12,635 shares; 2025Q1: 13,085 shares; 2025Q2: 11,435 shares; 2025Q3: 12,710 shares; 2025Q4: 13,060 shares; 2026Q1: 9,060 shares 9,060 $287K 0.01% -4,000 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,827 shares; 2025Q1: 8,386 shares; 2025Q2: 5,885 shares; 2025Q3: 5,521 shares; 2025Q4: 5,216 shares; 2026Q1: 4,980 shares 4,980 $287K 0.01% -236 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: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,192 shares; 2025Q3: 2,643 shares; 2025Q4: 2,943 shares; 2026Q1: 2,543 shares 2,543 $287K 0.01% -400 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,298 shares; 2026Q1: 4,053 shares 4,053 $286K 0.01% -245 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,069 shares; 2024Q4: 21,069 shares; 2025Q1: 15,669 shares; 2025Q2: 15,669 shares; 2025Q3: 15,169 shares; 2025Q4: 14,419 shares; 2026Q1: 12,669 shares 12,669 $286K 0.01% -1,750 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,762 shares; 2025Q3: 35,853 shares; 2025Q4: 66,994 shares; 2026Q1: 29,779 shares 29,779 $286K 0.01% -37,215 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,561 shares 3,561 $285K 0.01% +310 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 3,400 shares 3,400 $285K 0.01% -750 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,250 shares; 2025Q1: 6,950 shares; 2025Q2: 5,250 shares; 2025Q3: 4,600 shares; 2025Q4: 4,400 shares; 2026Q1: 3,900 shares 3,900 $284K 0.01% -500 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 18,338 shares; 2025Q1: 18,450 shares; 2025Q2: 6,514 shares; 2025Q3: 6,454 shares; 2025Q4: 6,209 shares; 2026Q1: 3,895 shares 3,895 $284K 0.01% -2,314 Timeline AVDE 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: not reported; 2026Q1: 3,344 shares 3,344 $284K 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,666 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137 $283K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares; 2026Q1: 4,401 shares 4,401 $283K 0.01% +611 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,346 shares 10,346 $282K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,078 shares; 2024Q4: 16,729 shares; 2025Q1: 18,229 shares; 2025Q2: 18,229 shares; 2025Q3: 20,229 shares; 2025Q4: 19,229 shares; 2026Q1: 25,042 shares 25,042 $281K 0.01% +5,813 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 16,450 shares; 2025Q1: 16,150 shares; 2025Q2: 16,150 shares; 2025Q3: 14,650 shares; 2025Q4: 11,900 shares; 2026Q1: 11,700 shares 11,700 $281K 0.01% -200 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares 162 $280K 0.01% new Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 8,760 shares; 2025Q1: 9,060 shares; 2025Q2: 8,560 shares; 2025Q3: 8,810 shares; 2025Q4: 9,010 shares; 2026Q1: 6,785 shares 6,785 $280K 0.01% -2,225 Timeline XLB 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: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,341 shares; 2025Q3: 2,299 shares; 2025Q4: not reported; 2026Q1: 5,570 shares 5,570 $278K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: 3,791 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares 3,791 $277K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,141 shares; 2025Q1: 2,304 shares; 2025Q2: 2,043 shares; 2025Q3: 2,177 shares; 2025Q4: 2,113 shares; 2026Q1: 2,091 shares 2,091 $276K 0.01% -22 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,540 shares; 2025Q1: 6,154 shares; 2025Q2: 6,180 shares; 2025Q3: 5,667 shares; 2025Q4: 5,651 shares; 2026Q1: 6,191 shares 6,191 $275K 0.01% +540 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 4,449 shares; 2025Q1: 3,973 shares; 2025Q2: 3,177 shares; 2025Q3: 3,003 shares; 2025Q4: 2,444 shares; 2026Q1: 2,445 shares 2,445 $275K 0.01% +1 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 4,550 shares; 2026Q1: 4,740 shares 4,740 $275K 0.01% +190 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: 20,225 shares; 2024Q4: 9,975 shares; 2025Q1: 9,975 shares; 2025Q2: 9,975 shares; 2025Q3: 9,975 shares; 2025Q4: 8,975 shares; 2026Q1: 9,975 shares 9,975 $274K 0.01% +1,000 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,237 shares; 2024Q4: 20,775 shares; 2025Q1: 21,566 shares; 2025Q2: 20,786 shares; 2025Q3: 19,636 shares; 2025Q4: 17,070 shares; 2026Q1: 16,273 shares 16,273 $273K 0.01% -797 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: not reported; 2025Q1: 8,600 shares; 2025Q2: 6,900 shares; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 8,150 shares 8,150 $273K 0.01% +2,250 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,500 shares 6,500 $273K 0.01% -400 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,100 shares; 2025Q4: 5,200 shares; 2026Q1: 5,125 shares 5,125 $273K 0.01% -75 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST 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: 4,547 shares; 2026Q1: 4,397 shares 4,397 $272K 0.01% -150 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: 10,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,179 shares; 2025Q4: 29,826 shares; 2026Q1: 29,372 shares 29,372 $271K 0.01% -454 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: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,234 shares; 2026Q1: 3,069 shares 3,069 $270K 0.01% -165 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 1,039 shares; 2025Q4: 1,389 shares; 2026Q1: 1,535 shares 1,535 $268K 0.01% +146 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 3,678 shares; 2025Q3: 3,378 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares 2,928 $268K 0.01% 0 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: 26,759 shares; 2024Q4: 26,808 shares; 2025Q1: 23,228 shares; 2025Q2: 23,283 shares; 2025Q3: 24,079 shares; 2025Q4: 23,400 shares; 2026Q1: 22,166 shares 22,166 $267K 0.01% -1,234 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: not reported; 2025Q1: 746 shares; 2025Q2: 719 shares; 2025Q3: 667 shares; 2025Q4: 643 shares; 2026Q1: 439 shares 439 $266K 0.01% -204 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,359 shares; 2025Q1: 1,252 shares; 2025Q2: 1,237 shares; 2025Q3: 1,258 shares; 2025Q4: 1,341 shares; 2026Q1: 1,348 shares 1,348 $265K 0.01% +7 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,934 shares; 2025Q1: 4,688 shares; 2025Q2: 4,692 shares; 2025Q3: 4,696 shares; 2025Q4: 5,201 shares; 2026Q1: 5,035 shares 5,035 $265K 0.01% -166 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,843 shares; 2025Q1: 2,100 shares; 2025Q2: 2,388 shares; 2025Q3: 2,107 shares; 2025Q4: 1,991 shares; 2026Q1: 1,757 shares 1,757 $265K 0.01% -234 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 6,145 shares; 2026Q1: 4,753 shares 4,753 $265K 0.01% -1,392 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 792 shares; 2025Q3: 564 shares; 2025Q4: 553 shares; 2026Q1: 478 shares 478 $262K 0.01% -75 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,742 shares 5,742 $262K 0.01% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 12,540 shares; 2025Q1: 12,351 shares; 2025Q2: 12,361 shares; 2025Q3: 11,869 shares; 2025Q4: 11,881 shares; 2026Q1: 11,587 shares 11,587 $260K 0.01% -294 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 11,607 shares; 2025Q1: 11,307 shares; 2025Q2: 8,526 shares; 2025Q3: 8,526 shares; 2025Q4: 8,526 shares; 2026Q1: 8,500 shares 8,500 $260K 0.01% -26 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 6,617 shares; 2026Q1: 6,617 shares 6,617 $260K 0.01% 0 Timeline DYNF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares 4,442 $258K 0.01% new Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,824 shares; 2024Q4: 21,163 shares; 2025Q1: 26,163 shares; 2025Q2: 14,464 shares; 2025Q3: not reported; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $257K 0.01% 0 Timeline PAVE 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: 5,354 shares; 2025Q1: 5,338 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares 5,052 $257K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: not reported; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,569 shares 3,569 $256K 0.01% -58 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 704 shares; 2025Q1: 679 shares; 2025Q2: 678 shares; 2025Q3: 699 shares; 2025Q4: 725 shares; 2026Q1: 781 shares 781 $255K 0.01% +56 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,640 shares 9,640 $255K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,022 shares; 2025Q1: 776 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 1,485 shares 1,485 $254K 0.01% +605 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 7,598 shares; 2025Q1: not reported; 2025Q2: 3,191 shares; 2025Q3: 3,516 shares; 2025Q4: 3,428 shares; 2026Q1: 3,228 shares 3,228 $254K 0.01% -200 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: 6,979 shares; 2024Q4: 6,979 shares; 2025Q1: 6,279 shares; 2025Q2: 5,879 shares; 2025Q3: 6,809 shares; 2025Q4: 4,914 shares; 2026Q1: 4,679 shares 4,679 $252K 0.01% -235 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,598 shares; 2025Q2: 8,948 shares; 2025Q3: 8,798 shares; 2025Q4: not reported; 2026Q1: 10,913 shares 10,913 $252K 0.01% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 8,997 shares; 2025Q1: 8,604 shares; 2025Q2: not reported; 2025Q3: 6,777 shares; 2025Q4: not reported; 2026Q1: 7,117 shares 7,117 $252K 0.01% new 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: 6,977 shares; 2024Q4: 8,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,645 shares; 2026Q1: 6,953 shares 6,953 $251K 0.01% +308 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,810 shares; 2024Q4: 22,749 shares; 2025Q1: 22,749 shares; 2025Q2: not reported; 2025Q3: 22,749 shares; 2025Q4: 13,185 shares; 2026Q1: 6,065 shares 6,065 $251K 0.01% -7,120 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: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 9,811 shares; 2025Q4: 10,305 shares; 2026Q1: 9,625 shares 9,625 $251K 0.01% -680 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,125 shares; 2024Q4: 39,850 shares; 2025Q1: 38,925 shares; 2025Q2: 36,550 shares; 2025Q3: 39,275 shares; 2025Q4: 49,110 shares; 2026Q1: 43,975 shares 43,975 $251K 0.01% -5,135 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: 4,945 shares; 2025Q4: 6,382 shares; 2026Q1: 6,682 shares 6,682 $251K 0.01% +300 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,223 shares; 2025Q1: 1,235 shares; 2025Q2: 1,350 shares; 2025Q3: 1,354 shares; 2025Q4: 1,348 shares; 2026Q1: 1,339 shares 1,339 $250K 0.01% -9 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 8,750 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 3,875 shares 3,875 $250K 0.01% -750 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: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 3,893 shares; 2025Q2: 4,035 shares; 2025Q3: 3,983 shares; 2025Q4: 3,984 shares; 2026Q1: 4,132 shares 4,132 $250K 0.01% +148 Timeline EUSA 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: 2,366 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,449 shares 2,449 $249K 0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $248K 0.01% 0 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: 2,613 shares; 2024Q4: 2,719 shares; 2025Q1: 2,444 shares; 2025Q2: 2,230 shares; 2025Q3: 1,983 shares; 2025Q4: 1,869 shares; 2026Q1: 1,699 shares 1,699 $248K 0.01% -170 Timeline SH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $247K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,833 shares; 2024Q4: 27,333 shares; 2025Q1: 27,333 shares; 2025Q2: 28,333 shares; 2025Q3: 27,333 shares; 2025Q4: 30,833 shares; 2026Q1: 32,546 shares 32,546 $246K 0.01% +1,713 Timeline DON 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: 5,080 shares; 2024Q4: 5,081 shares; 2025Q1: 5,147 shares; 2025Q2: 4,832 shares; 2025Q3: 4,783 shares; 2025Q4: 4,783 shares; 2026Q1: 4,688 shares 4,688 $246K 0.01% -95 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 2,556 shares; 2025Q4: 1,503 shares; 2026Q1: 1,192 shares 1,192 $246K 0.01% -311 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: 10,984 shares; 2024Q4: 12,659 shares; 2025Q1: 12,865 shares; 2025Q2: 12,978 shares; 2025Q3: 12,376 shares; 2025Q4: 12,956 shares; 2026Q1: 11,599 shares 11,599 $245K 0.01% -1,357 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,476 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,572 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $245K 0.01% 0 Timeline IXP 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: 1,869 shares; 2025Q3: 1,861 shares; 2025Q4: 1,891 shares; 2026Q1: 2,132 shares 2,132 $245K 0.01% +241 Timeline JIVE 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: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 2,841 shares; 2026Q1: 2,846 shares 2,846 $244K 0.01% +5 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 9,000 shares; 2026Q1: 9,670 shares 9,670 $243K 0.01% +670 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,004 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,789 shares; 2025Q4: 1,982 shares; 2026Q1: 2,009 shares 2,009 $243K 0.01% +27 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 5,097 shares; 2025Q1: 4,600 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 3,663 shares; 2026Q1: 4,263 shares 4,263 $242K 0.01% +600 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 16,954 shares; 2025Q1: 20,036 shares; 2025Q2: 18,148 shares; 2025Q3: 16,247 shares; 2025Q4: 16,383 shares; 2026Q1: 19,771 shares 19,771 $241K 0.01% +3,388 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,485 shares 5,485 $240K 0.01% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,125 shares 13,125 $240K 0.01% new Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,363 shares 5,363 $240K 0.01% new Timeline IBDR 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: 9,891 shares 9,891 $240K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,392 shares 2,392 $239K 0.01% -53 Timeline SCHM 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: not reported; 2025Q4: 7,620 shares; 2026Q1: 7,621 shares 7,621 $236K 0.01% +1 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,455 shares; 2025Q3: 5,155 shares; 2025Q4: 5,047 shares; 2026Q1: 4,957 shares 4,957 $236K 0.01% -90 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,442 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares 3,977 $235K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares; 2026Q1: 9,823 shares 9,823 $234K 0.01% -417 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 2,450 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972 $234K 0.01% 0 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: 5,731 shares; 2024Q4: 5,731 shares; 2025Q1: 5,338 shares; 2025Q2: 5,138 shares; 2025Q3: 4,758 shares; 2025Q4: 4,863 shares; 2026Q1: 4,765 shares 4,765 $234K 0.01% -98 Timeline USD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 4,847 shares; 2026Q1: 4,854 shares 4,854 $233K 0.01% +7 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,182 shares; 2025Q1: 1,241 shares; 2025Q2: 1,418 shares; 2025Q3: 1,668 shares; 2025Q4: not reported; 2026Q1: 1,782 shares 1,782 $232K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 5,067 shares; 2025Q1: 5,667 shares; 2025Q2: 4,119 shares; 2025Q3: 4,120 shares; 2025Q4: 3,846 shares; 2026Q1: 3,247 shares 3,247 $231K 0.01% -599 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 943 shares; 2025Q1: 978 shares; 2025Q2: 979 shares; 2025Q3: 974 shares; 2025Q4: 991 shares; 2026Q1: 846 shares 846 $230K 0.01% -145 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,113 shares; 2024Q4: 24,137 shares; 2025Q1: 24,149 shares; 2025Q2: 24,543 shares; 2025Q3: 24,168 shares; 2025Q4: 26,068 shares; 2026Q1: 25,568 shares 25,568 $230K 0.01% -500 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: 8,113 shares; 2024Q4: 8,114 shares; 2025Q1: 7,614 shares; 2025Q2: 2,765 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,140 shares 2,140 $228K 0.01% -150 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,463 shares 4,463 $228K 0.01% new Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 6,700 shares; 2025Q3: 6,950 shares; 2025Q4: 7,150 shares; 2026Q1: 7,150 shares 7,150 $228K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,857 shares; 2025Q1: 3,390 shares; 2025Q2: 3,324 shares; 2025Q3: 2,263 shares; 2025Q4: 1,863 shares; 2026Q1: 1,145 shares 1,145 $227K 0.01% -718 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 10,255 shares; 2025Q1: 6,404 shares; 2025Q2: 5,580 shares; 2025Q3: 2,821 shares; 2025Q4: 1,430 shares; 2026Q1: 1,338 shares 1,338 $226K 0.01% -92 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: 26,688 shares; 2024Q4: 26,688 shares; 2025Q1: 25,188 shares; 2025Q2: 25,188 shares; 2025Q3: 24,188 shares; 2025Q4: 22,688 shares; 2026Q1: 15,380 shares 15,380 $223K 0.01% -7,308 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,201 shares; 2024Q4: 184,528 shares; 2025Q1: 183,887 shares; 2025Q2: 187,605 shares; 2025Q3: 313,122 shares; 2025Q4: 21,312 shares; 2026Q1: 12,950 shares 12,950 $223K 0.01% -8,362 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: not reported; 2025Q1: not reported; 2025Q2: 20,899 shares; 2025Q3: 20,899 shares; 2025Q4: 20,899 shares; 2026Q1: 18,831 shares 18,831 $223K 0.01% -2,068 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,526 shares; 2025Q1: 2,428 shares; 2025Q2: 2,528 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $223K 0.01% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,386 shares; 2025Q1: 11,386 shares; 2025Q2: 11,096 shares; 2025Q3: 10,846 shares; 2025Q4: 10,846 shares; 2026Q1: 10,846 shares 10,846 $221K 0.01% 0 Timeline TLH 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: 2,183 shares 2,183 $220K 0.01% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,380 shares 4,380 $220K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 4,689 shares; 2025Q1: 4,830 shares; 2025Q2: 4,788 shares; 2025Q3: not reported; 2025Q4: 4,546 shares; 2026Q1: 4,503 shares 4,503 $220K 0.01% -43 Timeline ICVT 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: 2,158 shares 2,158 $220K 0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 39,673 shares; 2025Q1: 39,907 shares; 2025Q2: 42,974 shares; 2025Q3: 42,974 shares; 2025Q4: 38,436 shares; 2026Q1: 37,248 shares 37,248 $218K 0.01% -1,188 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 9,250 shares 9,250 $218K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: not reported; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares 2,324 $217K 0.01% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,303 shares 7,303 $217K 0.01% new Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 7,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,710 shares 6,710 $216K 0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 5,051 shares; 2025Q1: 4,847 shares; 2025Q2: 4,850 shares; 2025Q3: 4,464 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $215K 0.01% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,130 shares; 2026Q1: 5,580 shares 5,580 $215K 0.01% -550 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: 5,876 shares; 2024Q4: 6,994 shares; 2025Q1: 3,878 shares; 2025Q2: 3,372 shares; 2025Q3: 3,200 shares; 2025Q4: 3,272 shares; 2026Q1: 2,447 shares 2,447 $214K 0.01% -825 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares 2,254 $213K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,266 shares; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares; 2026Q1: 1,287 shares 1,287 $213K 0.01% +6 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,453 shares; 2026Q1: 1,458 shares 1,458 $212K 0.01% +5 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,851 shares; 2025Q1: 2,946 shares; 2025Q2: 2,311 shares; 2025Q3: 1,939 shares; 2025Q4: 1,959 shares; 2026Q1: 1,916 shares 1,916 $211K 0.01% -43 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 3,077 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,404 shares; 2026Q1: 2,543 shares 2,543 $211K 0.01% +139 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,043 shares; 2025Q2: 10,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,821 shares 8,821 $211K 0.01% new Timeline FXU 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: 8,033 shares; 2024Q4: 8,798 shares; 2025Q1: 8,238 shares; 2025Q2: 8,188 shares; 2025Q3: 8,338 shares; 2025Q4: 7,805 shares; 2026Q1: 4,240 shares 4,240 $210K 0.01% -3,565 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 4,581 shares; 2025Q3: 3,735 shares; 2025Q4: 2,058 shares; 2026Q1: 1,554 shares 1,554 $209K 0.01% -504 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: 7,850 shares; 2024Q4: 8,018 shares; 2025Q1: not reported; 2025Q2: 7,218 shares; 2025Q3: 5,268 shares; 2025Q4: not reported; 2026Q1: 4,318 shares 4,318 $209K 0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $209K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,752 shares; 2025Q1: 5,513 shares; 2025Q2: 4,698 shares; 2025Q3: 4,148 shares; 2025Q4: 3,473 shares; 2026Q1: 3,473 shares 3,473 $209K 0.01% 0 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: 22,412 shares; 2024Q4: 23,187 shares; 2025Q1: 27,317 shares; 2025Q2: 21,162 shares; 2025Q3: 22,240 shares; 2025Q4: 32,741 shares; 2026Q1: 23,929 shares 23,929 $207K 0.01% -8,812 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,200 shares; 2025Q4: 10,500 shares; 2026Q1: 8,700 shares 8,700 $207K 0.01% -1,800 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 2,077 shares 2,077 $206K 0.01% +211 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,055 shares; 2025Q2: 12,055 shares; 2025Q3: 13,055 shares; 2025Q4: 18,705 shares; 2026Q1: 18,705 shares 18,705 $206K 0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,693 shares 2,693 $206K 0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 10,250 shares; 2025Q4: not reported; 2026Q1: 8,590 shares 8,590 $206K 0.01% new Timeline AGG 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: 2,600 shares; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $205K 0.01% new 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: 5,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,885 shares 6,885 $205K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,233 shares; 2025Q1: 1,203 shares; 2025Q2: 1,011 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares 621 $204K 0.01% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: not reported; 2026Q1: 3,072 shares 3,072 $204K 0.01% new Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,223 shares; 2025Q1: 955 shares; 2025Q2: 956 shares; 2025Q3: not reported; 2025Q4: 707 shares; 2026Q1: 709 shares 709 $203K 0.01% +2 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,914 shares; 2025Q3: 4,541 shares; 2025Q4: 4,108 shares; 2026Q1: 2,947 shares 2,947 $203K 0.01% -1,161 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,261 shares 4,261 $203K 0.01% new Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 12,989 shares; 2025Q1: 12,890 shares; 2025Q2: 15,306 shares; 2025Q3: 15,306 shares; 2025Q4: 17,015 shares; 2026Q1: 14,000 shares 14,000 $202K 0.01% -3,015 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,116 shares 4,116 $202K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 4,085 shares; 2025Q4: not reported; 2026Q1: 4,165 shares 4,165 $201K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,180 shares; 2024Q4: 22,830 shares; 2025Q1: 16,620 shares; 2025Q2: 14,006 shares; 2025Q3: 18,956 shares; 2025Q4: 21,431 shares; 2026Q1: 9,281 shares 9,281 $201K 0.01% -12,150 Timeline IWB 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: 653 shares; 2025Q2: 663 shares; 2025Q3: 627 shares; 2025Q4: 687 shares; 2026Q1: 562 shares 562 $200K 0.01% -125 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,880 shares; 2025Q2: 2,556 shares; 2025Q3: 2,516 shares; 2025Q4: 2,387 shares; 2026Q1: 1,987 shares 1,987 $200K 0.01% -400 Timeline NIKL 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: not reported; 2025Q4: 10,650 shares; 2026Q1: 12,250 shares 12,250 $196K 0.01% +1,600 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,750 shares; 2024Q4: 56,600 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 13,850 shares; 2025Q4: 13,850 shares; 2026Q1: 11,350 shares 11,350 $193K 0.01% -2,500 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,330 shares 24,330 $186K 0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly 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: 10,469 shares 10,469 $186K 0.01% new 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: 17,397 shares; 2024Q4: 17,154 shares; 2025Q1: 23,660 shares; 2025Q2: 19,583 shares; 2025Q3: 16,244 shares; 2025Q4: 15,801 shares; 2026Q1: 15,850 shares 15,850 $179K 0.01% +49 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 10,913 shares; 2025Q1: 13,563 shares; 2025Q2: 14,263 shares; 2025Q3: 20,463 shares; 2025Q4: 24,798 shares; 2026Q1: 21,163 shares 21,163 $178K 0.01% -3,635 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: 20,600 shares; 2024Q4: 13,300 shares; 2025Q1: 14,600 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 14,250 shares; 2026Q1: 14,100 shares 14,100 $174K 0.01% -150 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 39,000 shares; 2025Q1: 35,500 shares; 2025Q2: 49,750 shares; 2025Q3: 49,750 shares; 2025Q4: 43,250 shares; 2026Q1: 37,250 shares 37,250 $165K 0.01% -6,000 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly 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: 11,732 shares; 2025Q4: 12,410 shares; 2026Q1: 14,869 shares 14,869 $163K 0.01% +2,459 Timeline KVHI KVH INDS INC More: the full row for KVH INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 38,368 shares; 2025Q1: 37,368 shares; 2025Q2: 37,368 shares; 2025Q3: 37,018 shares; 2025Q4: 31,268 shares; 2026Q1: 17,518 shares 17,518 $157K 0.01% -13,750 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,619 shares; 2024Q4: 34,417 shares; 2025Q1: 33,593 shares; 2025Q2: 38,849 shares; 2025Q3: 40,569 shares; 2025Q4: 34,179 shares; 2026Q1: 30,711 shares 30,711 $157K 0.01% -3,468 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,625 shares; 2024Q4: 33,175 shares; 2025Q1: 33,425 shares; 2025Q2: 32,125 shares; 2025Q3: 26,050 shares; 2025Q4: 24,900 shares; 2026Q1: 23,325 shares 23,325 $155K 0.01% -1,575 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,357 shares; 2024Q4: 14,478 shares; 2025Q1: 13,978 shares; 2025Q2: 18,553 shares; 2025Q3: 15,545 shares; 2025Q4: 14,945 shares; 2026Q1: 11,596 shares 11,596 $153K 0.01% -3,349 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: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,800 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares 14,900 $152K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,165 shares; 2025Q1: 17,165 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares 17,600 $152K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 13,710 shares 13,710 $149K 0.01% new 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: 22,806 shares; 2024Q4: 22,795 shares; 2025Q1: 22,313 shares; 2025Q2: not reported; 2025Q3: 19,400 shares; 2025Q4: 18,319 shares; 2026Q1: 15,340 shares 15,340 $145K 0.01% -2,979 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: 16,853 shares; 2024Q4: 16,954 shares; 2025Q1: 17,095 shares; 2025Q2: 11,449 shares; 2025Q3: 12,218 shares; 2025Q4: 13,838 shares; 2026Q1: 13,980 shares 13,980 $144K 0.01% +142 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,311 shares; 2026Q1: 10,611 shares 10,611 $143K 0.01% +300 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 10,642 shares; 2025Q1: 14,841 shares; 2025Q2: 10,642 shares; 2025Q3: 10,642 shares; 2025Q4: 10,393 shares; 2026Q1: 12,377 shares 12,377 $136K 0.01% +1,984 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: 12,359 shares; 2024Q4: 12,375 shares; 2025Q1: 12,388 shares; 2025Q2: 12,402 shares; 2025Q3: 12,417 shares; 2025Q4: 11,932 shares; 2026Q1: 11,932 shares 11,932 $135K 0.01% 0 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,305 shares; 2026Q1: 10,305 shares 10,305 $134K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 19,915 shares; 2025Q1: 18,036 shares; 2025Q2: 18,036 shares; 2025Q3: 16,334 shares; 2025Q4: 16,334 shares; 2026Q1: 12,759 shares 12,759 $128K 0.01% -3,575 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,914 shares 12,914 $124K 0.01% new Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,756 shares; 2024Q4: 19,756 shares; 2025Q1: 19,256 shares; 2025Q2: 10,395 shares; 2025Q3: 11,400 shares; 2025Q4: 10,205 shares; 2026Q1: 10,205 shares 10,205 $123K 0.01% 0 Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR 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: 16,601 shares; 2025Q4: 16,601 shares; 2026Q1: 16,601 shares 16,601 $121K 0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 13,727 shares; 2025Q1: 13,778 shares; 2025Q2: 10,358 shares; 2025Q3: 10,441 shares; 2025Q4: 10,549 shares; 2026Q1: 11,772 shares 11,772 $121K 0.01% +1,223 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,950 shares; 2024Q4: 13,950 shares; 2025Q1: 13,750 shares; 2025Q2: 19,450 shares; 2025Q3: 19,950 shares; 2025Q4: 19,950 shares; 2026Q1: 18,950 shares 18,950 $121K 0.01% -1,000 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,322 shares; 2026Q1: 14,625 shares 14,625 $121K 0.01% -8,697 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,634 shares; 2024Q4: 11,090 shares; 2025Q1: 11,064 shares; 2025Q2: 10,585 shares; 2025Q3: not reported; 2025Q4: 10,496 shares; 2026Q1: 10,565 shares 10,565 $115K <0.01% +69 Timeline FTMU 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: 14,672 shares; 2026Q1: 14,672 shares 14,672 $114K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 35,500 shares; 2025Q1: 35,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares 24,500 $113K <0.01% 0 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: 109,346 shares; 2025Q4: 21,400 shares; 2026Q1: 12,052 shares 12,052 $109K <0.01% -9,348 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,200 shares; 2025Q3: 17,064 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200 $106K <0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 13,726 shares; 2025Q3: 14,251 shares; 2025Q4: 15,309 shares; 2026Q1: 13,913 shares 13,913 $96.7K <0.01% -1,396 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: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,000 shares; 2025Q3: 13,750 shares; 2025Q4: 15,500 shares; 2026Q1: 13,000 shares 13,000 $96.5K <0.01% -2,500 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 19,000 shares; 2025Q3: 21,500 shares; 2025Q4: 18,000 shares; 2026Q1: 15,500 shares 15,500 $90.4K <0.01% -2,500 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $79.2K <0.01% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 11,450 shares 11,450 $75.9K <0.01% +750 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: 12,781 shares; 2024Q4: 14,572 shares; 2025Q1: 13,147 shares; 2025Q2: 12,447 shares; 2025Q3: 11,805 shares; 2025Q4: 10,445 shares; 2026Q1: 10,545 shares 10,545 $72.4K <0.01% +100 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 16,069 shares; 2025Q1: 11,062 shares; 2025Q2: 10,797 shares; 2025Q3: 10,158 shares; 2025Q4: 10,161 shares; 2026Q1: 10,595 shares 10,595 $72.4K <0.01% +434 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $65.7K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 10,236 shares 10,236 $60.8K <0.01% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $60.5K <0.01% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 11,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $52.7K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,968 shares; 2026Q1: 13,003 shares 13,003 $51.4K <0.01% -1,965 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $49.9K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 39,870 shares; 2025Q1: 50,965 shares; 2025Q2: 30,140 shares; 2025Q3: 17,335 shares; 2025Q4: 13,930 shares; 2026Q1: 11,330 shares 11,330 $48.6K <0.01% -2,600 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,370 shares; 2024Q4: 41,634 shares; 2025Q1: 35,999 shares; 2025Q2: 36,017 shares; 2025Q3: 34,434 shares; 2025Q4: 21,060 shares; 2026Q1: 13,585 shares 13,585 $46.6K <0.01% -7,475 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 14,755 shares; 2026Q1: 14,755 shares 14,755 $44.3K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,870 shares; 2025Q2: 44,550 shares; 2025Q3: 28,646 shares; 2025Q4: 27,750 shares; 2026Q1: 12,600 shares 12,600 $38.7K <0.01% -15,150 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,629 shares; 2025Q2: 50,397 shares; 2025Q3: 40,397 shares; 2025Q4: 27,897 shares; 2026Q1: 15,000 shares 15,000 $37.6K <0.01% -12,897 Timeline BILL HOLDINGS INC BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares 39,000 $37.5K <0.01% new PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,820 shares; 2025Q2: 12,820 shares; 2025Q3: 12,820 shares; 2025Q4: 12,820 shares; 2026Q1: 11,960 shares 11,960 $27K <0.01% -860 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $19K <0.01% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,007 shares 32,007 $17K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $14K <0.01% 0 Timeline