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: 877,080 shares; 2024Q4: 1,072,407 shares; 2025Q1: 1,116,240 shares; 2025Q2: 1,311,189 shares; 2025Q3: 1,397,127 shares; 2025Q4: 1,198,323 shares; 2026Q1: 1,345,764 shares 1,345,764 $70.8M 8.85% +147,441 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,979 shares; 2024Q4: 360,326 shares; 2025Q1: 452,457 shares; 2025Q2: 958,195 shares; 2025Q3: 820,700 shares; 2025Q4: 578,520 shares; 2026Q1: 773,899 shares 773,899 $39.2M 4.89% +195,379 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,165 shares; 2024Q4: 96,388 shares; 2025Q1: 98,095 shares; 2025Q2: 93,767 shares; 2025Q3: 98,410 shares; 2025Q4: 85,287 shares; 2026Q1: 91,070 shares 91,070 $30.9M 3.85% +5,783 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,254 shares; 2024Q4: 169,004 shares; 2025Q1: 166,655 shares; 2025Q2: 155,848 shares; 2025Q3: 163,029 shares; 2025Q4: 149,010 shares; 2026Q1: 153,991 shares 153,991 $26.9M 3.35% +4,981 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,859 shares; 2024Q4: 121,788 shares; 2025Q1: 119,082 shares; 2025Q2: 104,702 shares; 2025Q3: 110,352 shares; 2025Q4: 99,535 shares; 2026Q1: 102,986 shares 102,986 $26.1M 3.26% +3,451 Timeline ACWI 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: 54,602 shares; 2024Q4: 158,564 shares; 2025Q1: 154,541 shares; 2025Q2: 276,103 shares; 2025Q3: 311,799 shares; 2025Q4: 190,719 shares; 2026Q1: 179,309 shares 179,309 $24.8M 3.1% -11,410 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,065 shares; 2024Q4: 153,513 shares; 2025Q1: 153,577 shares; 2025Q2: 149,104 shares; 2025Q3: 148,988 shares; 2025Q4: 142,098 shares; 2026Q1: 141,820 shares 141,820 $24.1M 3.01% -278 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,965 shares; 2024Q4: 92,836 shares; 2025Q1: 91,922 shares; 2025Q2: 86,247 shares; 2025Q3: 87,686 shares; 2025Q4: 76,545 shares; 2026Q1: 76,600 shares 76,600 $22M 2.75% +55 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,336 shares; 2024Q4: 57,290 shares; 2025Q1: 55,210 shares; 2025Q2: 48,179 shares; 2025Q3: 51,055 shares; 2025Q4: 45,742 shares; 2026Q1: 46,867 shares 46,867 $17.3M 2.17% +1,125 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,149 shares; 2024Q4: 74,719 shares; 2025Q1: 74,201 shares; 2025Q2: 72,820 shares; 2025Q3: 75,785 shares; 2025Q4: 64,488 shares; 2026Q1: 66,626 shares 66,626 $13.9M 1.73% +2,138 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: 801,547 shares; 2024Q4: 674,715 shares; 2025Q1: 683,301 shares; 2025Q2: 662,019 shares; 2025Q3: 647,864 shares; 2025Q4: 628,224 shares; 2026Q1: 708,827 shares 708,827 $12.8M 1.6% +80,603 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 40,971 shares; 2025Q1: 39,612 shares; 2025Q2: 35,078 shares; 2025Q3: 36,904 shares; 2025Q4: 32,754 shares; 2026Q1: 35,334 shares 35,334 $10.9M 1.37% +2,580 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 8,495 shares; 2025Q1: 8,329 shares; 2025Q2: 8,139 shares; 2025Q3: 8,174 shares; 2025Q4: 7,644 shares; 2026Q1: 7,852 shares 7,852 $10.4M 1.3% +208 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,013 shares; 2024Q4: 26,175 shares; 2025Q1: 29,609 shares; 2025Q2: 29,663 shares; 2025Q3: 30,677 shares; 2025Q4: 28,989 shares; 2026Q1: 27,176 shares 27,176 $10.1M 1.26% -1,813 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,558 shares; 2024Q4: 73,513 shares; 2025Q1: 92,073 shares; 2025Q2: 83,279 shares; 2025Q3: 85,710 shares; 2025Q4: 82,781 shares; 2026Q1: 78,416 shares 78,416 $9.77M 1.22% -4,365 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,062 shares; 2024Q4: 36,788 shares; 2025Q1: 38,099 shares; 2025Q2: 43,021 shares; 2025Q3: 46,825 shares; 2025Q4: 42,929 shares; 2026Q1: 49,313 shares 49,313 $9.75M 1.22% +6,384 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 17,041 shares; 2025Q1: 16,877 shares; 2025Q2: 15,940 shares; 2025Q3: 16,716 shares; 2025Q4: 17,277 shares; 2026Q1: 16,875 shares 16,875 $9.65M 1.21% -402 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: 71,527 shares; 2024Q4: 57,535 shares; 2025Q1: 58,624 shares; 2025Q2: 63,949 shares; 2025Q3: 62,757 shares; 2025Q4: 60,346 shares; 2026Q1: 67,475 shares 67,475 $8.92M 1.11% +7,129 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 10,019 shares; 2025Q1: 10,801 shares; 2025Q2: 10,702 shares; 2025Q3: 10,311 shares; 2025Q4: 9,291 shares; 2026Q1: 9,534 shares 9,534 $8.77M 1.1% +243 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 28,723 shares; 2025Q1: 29,260 shares; 2025Q2: 29,960 shares; 2025Q3: 31,489 shares; 2025Q4: 26,513 shares; 2026Q1: 26,775 shares 26,775 $7.88M 0.98% +262 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,769 shares; 2024Q4: 15,873 shares; 2025Q1: 16,570 shares; 2025Q2: 16,662 shares; 2025Q3: 17,014 shares; 2025Q4: 14,394 shares; 2026Q1: 15,022 shares 15,022 $7.2M 0.9% +628 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 30,144 shares; 2025Q1: 30,144 shares; 2025Q2: 22,549 shares; 2025Q3: 27,458 shares; 2025Q4: 134,287 shares; 2026Q1: 132,300 shares 132,300 $7.13M 0.89% -1,987 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 5,329 shares; 2025Q1: 5,604 shares; 2025Q2: 6,906 shares; 2025Q3: 7,203 shares; 2025Q4: 6,172 shares; 2026Q1: 6,884 shares 6,884 $6.75M 0.84% +712 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: 93,333 shares; 2024Q4: 81,078 shares; 2025Q1: 81,514 shares; 2025Q2: 84,074 shares; 2025Q3: 86,705 shares; 2025Q4: 72,202 shares; 2026Q1: 75,156 shares 75,156 $6.37M 0.8% +2,954 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 31,249 shares 31,249 $6.16M 0.77% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,362 shares; 2024Q4: 40,525 shares; 2025Q1: 39,993 shares; 2025Q2: 42,083 shares; 2025Q3: 43,531 shares; 2025Q4: 37,658 shares; 2026Q1: 38,815 shares 38,815 $5.93M 0.74% +1,157 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,503 shares; 2024Q4: 61,755 shares; 2025Q1: 62,121 shares; 2025Q2: 63,559 shares; 2025Q3: 65,905 shares; 2025Q4: 57,837 shares; 2026Q1: 60,592 shares 60,592 $5.64M 0.7% +2,755 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,050 shares; 2024Q4: 167,665 shares; 2025Q1: 106,946 shares; 2025Q2: 182,226 shares; 2025Q3: 119,153 shares; 2025Q4: 119,153 shares; 2026Q1: 66,497 shares 66,497 $5.56M 0.69% -52,656 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 8,537 shares; 2025Q1: 8,577 shares; 2025Q2: 8,370 shares; 2025Q3: 8,451 shares; 2025Q4: 7,679 shares; 2026Q1: 7,708 shares 7,708 $5.46M 0.68% +29 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: 21,854 shares; 2024Q4: 23,140 shares; 2025Q1: 24,037 shares; 2025Q2: 25,081 shares; 2025Q3: 26,388 shares; 2025Q4: 24,378 shares; 2026Q1: 27,211 shares 27,211 $5.08M 0.63% +2,833 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 24,412 shares; 2025Q1: 24,114 shares; 2025Q2: 21,466 shares; 2025Q3: 22,794 shares; 2025Q4: 20,030 shares; 2026Q1: 20,734 shares 20,734 $5.07M 0.63% +704 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 6,306 shares; 2025Q1: 6,426 shares; 2025Q2: 6,327 shares; 2025Q3: 6,425 shares; 2025Q4: 5,923 shares; 2026Q1: 5,829 shares 5,829 $4.93M 0.62% -94 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 22,119 shares; 2025Q1: 24,266 shares; 2025Q2: 23,882 shares; 2025Q3: 24,451 shares; 2025Q4: 22,883 shares; 2026Q1: 23,893 shares 23,893 $4.92M 0.62% +1,010 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: 33,102 shares; 2024Q4: 31,519 shares; 2025Q1: 30,159 shares; 2025Q2: 33,192 shares; 2025Q3: 32,987 shares; 2025Q4: 24,946 shares; 2026Q1: 28,443 shares 28,443 $4.91M 0.61% +3,497 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: 61,403 shares; 2024Q4: 66,168 shares; 2025Q1: 69,958 shares; 2025Q2: 76,678 shares; 2025Q3: 81,730 shares; 2025Q4: 73,968 shares; 2026Q1: 84,990 shares 84,990 $4.5M 0.56% +11,022 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,960 shares; 2024Q4: 21,514 shares; 2025Q1: 22,110 shares; 2025Q2: 23,676 shares; 2025Q3: 25,060 shares; 2025Q4: 21,702 shares; 2026Q1: 24,315 shares 24,315 $4.38M 0.55% +2,613 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 15,251 shares; 2025Q1: 15,285 shares; 2025Q2: 15,766 shares; 2025Q3: 16,666 shares; 2025Q4: 13,643 shares; 2026Q1: 14,387 shares 14,387 $4.35M 0.54% +744 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: 278,721 shares; 2024Q4: 249,806 shares; 2025Q1: 252,396 shares; 2025Q2: 262,612 shares; 2025Q3: 271,596 shares; 2025Q4: 227,118 shares; 2026Q1: 235,830 shares 235,830 $4M 0.5% +8,712 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,164 shares; 2024Q4: 53,242 shares; 2025Q1: 54,365 shares; 2025Q2: 56,338 shares; 2025Q3: 61,434 shares; 2025Q4: 56,896 shares; 2026Q1: 63,583 shares 63,583 $3.91M 0.49% +6,687 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: 343,591 shares; 2024Q4: 342,892 shares; 2025Q1: 330,593 shares; 2025Q2: 345,069 shares; 2025Q3: 355,996 shares; 2025Q4: 332,041 shares; 2026Q1: 343,675 shares 343,675 $3.88M 0.48% +11,634 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 4,279 shares; 2025Q1: 4,299 shares; 2025Q2: 4,330 shares; 2025Q3: 4,408 shares; 2025Q4: 3,734 shares; 2026Q1: 3,780 shares 3,780 $3.77M 0.47% +46 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,183 shares; 2024Q4: 36,093 shares; 2025Q1: 36,663 shares; 2025Q2: 37,348 shares; 2025Q3: 37,563 shares; 2025Q4: 33,383 shares; 2026Q1: 33,073 shares 33,073 $3.75M 0.47% -310 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 19,056 shares; 2025Q1: 18,799 shares; 2025Q2: 18,850 shares; 2025Q3: 19,735 shares; 2025Q4: 16,413 shares; 2026Q1: 16,738 shares 16,738 $3.64M 0.45% +325 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,847 shares; 2024Q4: 8,194 shares; 2025Q1: 8,316 shares; 2025Q2: 7,841 shares; 2025Q3: 8,261 shares; 2025Q4: 6,859 shares; 2026Q1: 7,236 shares 7,236 $3.62M 0.45% +377 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,748 shares; 2024Q4: 77,874 shares; 2025Q1: 79,528 shares; 2025Q2: 80,957 shares; 2025Q3: 83,905 shares; 2025Q4: 74,727 shares; 2026Q1: 74,163 shares 74,163 $3.62M 0.45% -564 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 17,921 shares; 2025Q1: 17,522 shares; 2025Q2: 17,885 shares; 2025Q3: 17,517 shares; 2025Q4: 16,875 shares; 2026Q1: 17,567 shares 17,567 $3.57M 0.45% +692 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,078 shares; 2024Q4: 51,026 shares; 2025Q1: 51,523 shares; 2025Q2: 50,524 shares; 2025Q3: 50,715 shares; 2025Q4: 47,151 shares; 2026Q1: 48,872 shares 48,872 $3.55M 0.44% +1,721 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,729 shares; 2024Q4: 315,552 shares; 2025Q1: 348,356 shares; 2025Q2: 408,041 shares; 2025Q3: 341,501 shares; 2025Q4: 234,605 shares; 2026Q1: 305,714 shares 305,714 $3.49M 0.44% +71,109 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,193 shares; 2024Q4: 19,746 shares; 2025Q1: 19,821 shares; 2025Q2: 20,168 shares; 2025Q3: 21,505 shares; 2025Q4: 18,443 shares; 2026Q1: 17,866 shares 17,866 $3.45M 0.43% -577 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 19,683 shares; 2025Q1: 19,467 shares; 2025Q2: 18,644 shares; 2025Q3: 18,958 shares; 2025Q4: 16,070 shares; 2026Q1: 16,635 shares 16,635 $3.44M 0.43% +565 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,584 shares; 2025Q1: 59,738 shares; 2025Q2: 337,401 shares; 2025Q3: 336,900 shares; 2025Q4: 549,513 shares; 2026Q1: 267,260 shares 267,260 $3.42M 0.43% -282,253 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 31,896 shares; 2025Q1: 40,346 shares; 2025Q2: 30,446 shares; 2025Q3: 40,373 shares; 2025Q4: 62,871 shares; 2026Q1: 56,594 shares 56,594 $3.35M 0.42% -6,277 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: 137,719 shares; 2024Q4: 139,852 shares; 2025Q1: 147,525 shares; 2025Q2: 157,347 shares; 2025Q3: 143,905 shares; 2025Q4: 112,178 shares; 2026Q1: 136,408 shares 136,408 $3.34M 0.42% +24,230 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,004 shares; 2024Q4: 11,150 shares; 2025Q1: 11,251 shares; 2025Q2: 11,161 shares; 2025Q3: 11,665 shares; 2025Q4: 9,727 shares; 2026Q1: 10,023 shares 10,023 $3.3M 0.41% +296 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: 21,334 shares; 2024Q4: 21,370 shares; 2025Q1: 21,769 shares; 2025Q2: 22,946 shares; 2025Q3: 23,312 shares; 2025Q4: 18,975 shares; 2026Q1: 19,113 shares 19,113 $3.27M 0.41% +138 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,003 shares; 2025Q1: 9,649 shares; 2025Q2: 9,486 shares; 2025Q3: 11,432 shares; 2025Q4: 9,324 shares; 2026Q1: 9,650 shares 9,650 $3.26M 0.41% +326 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: 220,359 shares; 2024Q4: 209,726 shares; 2025Q1: 237,138 shares; 2025Q2: 279,449 shares; 2025Q3: 278,281 shares; 2025Q4: 218,463 shares; 2026Q1: 255,997 shares 255,997 $3.24M 0.4% +37,534 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,997 shares; 2024Q4: 44,220 shares; 2025Q1: 44,503 shares; 2025Q2: 43,621 shares; 2025Q3: 44,595 shares; 2025Q4: 39,398 shares; 2026Q1: 40,906 shares 40,906 $3.17M 0.4% +1,508 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,016 shares; 2024Q4: 48,405 shares; 2025Q1: 47,854 shares; 2025Q2: 47,718 shares; 2025Q3: 49,985 shares; 2025Q4: 39,616 shares; 2026Q1: 40,764 shares 40,764 $3.12M 0.39% +1,148 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 158,087 shares; 2025Q1: 184,454 shares; 2025Q2: 203,691 shares; 2025Q3: 209,005 shares; 2025Q4: 193,963 shares; 2026Q1: 210,445 shares 210,445 $3.11M 0.39% +16,482 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 11,275 shares; 2025Q1: 11,612 shares; 2025Q2: 11,156 shares; 2025Q3: 11,629 shares; 2025Q4: 10,653 shares; 2026Q1: 10,883 shares 10,883 $3.09M 0.39% +230 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 11,267 shares; 2025Q1: 11,424 shares; 2025Q2: 12,326 shares; 2025Q3: 12,747 shares; 2025Q4: 9,850 shares; 2026Q1: 11,147 shares 11,147 $3.02M 0.38% +1,297 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 7,013 shares; 2025Q1: 6,967 shares; 2025Q2: 7,176 shares; 2025Q3: 7,606 shares; 2025Q4: 5,764 shares; 2026Q1: 6,061 shares 6,061 $3M 0.38% +297 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,467 shares; 2024Q4: 105,983 shares; 2025Q1: 115,707 shares; 2025Q2: 137,708 shares; 2025Q3: 149,764 shares; 2025Q4: 141,461 shares; 2026Q1: 160,106 shares 160,106 $2.94M 0.37% +18,645 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,177 shares; 2024Q4: 29,969 shares; 2025Q1: 30,169 shares; 2025Q2: 33,238 shares; 2025Q3: 35,304 shares; 2025Q4: 31,853 shares; 2026Q1: 35,594 shares 35,594 $2.93M 0.37% +3,741 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 3,347 shares; 2025Q1: 3,447 shares; 2025Q2: 3,243 shares; 2025Q3: 3,410 shares; 2025Q4: 29,616 shares; 2026Q1: 30,436 shares 30,436 $2.93M 0.37% +820 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,424 shares; 2024Q4: 135,835 shares; 2025Q1: 133,829 shares; 2025Q2: 139,672 shares; 2025Q3: 143,664 shares; 2025Q4: 127,708 shares; 2026Q1: 132,426 shares 132,426 $2.87M 0.36% +4,718 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,531 shares; 2025Q1: 81,753 shares; 2025Q2: 100,105 shares; 2025Q3: 102,757 shares; 2025Q4: 99,245 shares; 2026Q1: 124,570 shares 124,570 $2.76M 0.34% +25,325 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,130 shares; 2024Q4: 138,310 shares; 2025Q1: 138,840 shares; 2025Q2: 144,160 shares; 2025Q3: 149,004 shares; 2025Q4: 123,909 shares; 2026Q1: 131,968 shares 131,968 $2.73M 0.34% +8,059 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,145 shares; 2024Q4: 142,816 shares; 2025Q1: 145,120 shares; 2025Q2: 151,031 shares; 2025Q3: 156,556 shares; 2025Q4: 131,837 shares; 2026Q1: 135,945 shares 135,945 $2.68M 0.34% +4,108 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,483 shares; 2024Q4: 29,820 shares; 2025Q1: 29,992 shares; 2025Q2: 30,817 shares; 2025Q3: 31,670 shares; 2025Q4: 26,569 shares; 2026Q1: 27,509 shares 27,509 $2.66M 0.33% +940 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 43,703 shares; 2026Q1: 45,908 shares 45,908 $2.64M 0.33% +2,205 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,572 shares; 2024Q4: 24,581 shares; 2025Q1: 24,773 shares; 2025Q2: 23,797 shares; 2025Q3: 21,245 shares; 2025Q4: 20,347 shares; 2026Q1: 21,629 shares 21,629 $2.62M 0.33% +1,282 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 9,410 shares; 2025Q1: 9,426 shares; 2025Q2: 9,500 shares; 2025Q3: 9,550 shares; 2025Q4: 7,829 shares; 2026Q1: 8,184 shares 8,184 $2.54M 0.32% +355 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,731 shares; 2024Q4: 42,506 shares; 2025Q1: 35,596 shares; 2025Q2: 35,903 shares; 2025Q3: 37,750 shares; 2025Q4: 31,545 shares; 2026Q1: 31,914 shares 31,914 $2.54M 0.32% +369 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,823 shares; 2024Q4: 53,563 shares; 2025Q1: 55,738 shares; 2025Q2: 53,960 shares; 2025Q3: 55,399 shares; 2025Q4: 50,040 shares; 2026Q1: 52,707 shares 52,707 $2.48M 0.31% +2,667 Timeline IYR 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: 6,452 shares; 2024Q4: 20,335 shares; 2025Q1: 20,335 shares; 2025Q2: 37,035 shares; 2025Q3: 37,041 shares; 2025Q4: 26,164 shares; 2026Q1: 26,194 shares 26,194 $2.48M 0.31% +30 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,457 shares; 2024Q4: 41,457 shares; 2025Q1: 31,457 shares; 2025Q2: 31,457 shares; 2025Q3: 41,319 shares; 2025Q4: 41,319 shares; 2026Q1: 53,704 shares 53,704 $2.46M 0.31% +12,385 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,539 shares; 2024Q4: 47,153 shares; 2025Q1: 47,492 shares; 2025Q2: 48,756 shares; 2025Q3: 46,533 shares; 2025Q4: 39,662 shares; 2026Q1: 41,330 shares 41,330 $2.45M 0.31% +1,668 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,940 shares; 2024Q4: 14,423 shares; 2025Q1: 14,272 shares; 2025Q2: 13,800 shares; 2025Q3: 14,028 shares; 2025Q4: 12,267 shares; 2026Q1: 10,814 shares 10,814 $2.44M 0.31% -1,453 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,420 shares; 2024Q4: 47,664 shares; 2025Q1: 46,674 shares; 2025Q2: 48,852 shares; 2025Q3: 50,325 shares; 2025Q4: 42,072 shares; 2026Q1: 43,754 shares 43,754 $2.44M 0.3% +1,682 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,579 shares; 2024Q4: 30,679 shares; 2025Q1: 30,820 shares; 2025Q2: 31,180 shares; 2025Q3: 31,210 shares; 2025Q4: 28,394 shares; 2026Q1: 27,491 shares 27,491 $2.42M 0.3% -903 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: 18,819 shares; 2025Q1: 18,819 shares; 2025Q2: 18,819 shares; 2025Q3: 18,819 shares; 2025Q4: 18,819 shares; 2026Q1: 18,819 shares 18,819 $2.41M 0.3% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,786 shares; 2024Q4: 24,876 shares; 2025Q1: 24,974 shares; 2025Q2: 25,436 shares; 2025Q3: 26,699 shares; 2025Q4: 22,382 shares; 2026Q1: 23,296 shares 23,296 $2.39M 0.3% +914 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 20,016 shares; 2025Q1: 20,769 shares; 2025Q2: 22,341 shares; 2025Q3: 23,005 shares; 2025Q4: 19,794 shares; 2026Q1: 21,964 shares 21,964 $2.26M 0.28% +2,170 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 7,104 shares; 2025Q1: 7,028 shares; 2025Q2: 7,258 shares; 2025Q3: 7,173 shares; 2025Q4: 5,991 shares; 2026Q1: 6,370 shares 6,370 $2.24M 0.28% +379 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,505 shares; 2025Q1: 197,494 shares; 2025Q2: 203,259 shares; 2025Q3: 204,109 shares; 2025Q4: 167,014 shares; 2026Q1: 197,475 shares 197,475 $2.22M 0.28% +30,461 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 8,067 shares; 2025Q1: 8,037 shares; 2025Q2: 7,766 shares; 2025Q3: 7,118 shares; 2025Q4: 6,372 shares; 2026Q1: 6,395 shares 6,395 $2.19M 0.27% +23 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,235 shares; 2024Q4: 19,628 shares; 2025Q1: 19,535 shares; 2025Q2: 19,477 shares; 2025Q3: 19,232 shares; 2025Q4: 13,994 shares; 2026Q1: 14,858 shares 14,858 $2.15M 0.27% +864 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 10,349 shares; 2025Q1: 10,433 shares; 2025Q2: 9,681 shares; 2025Q3: 9,804 shares; 2025Q4: 8,401 shares; 2026Q1: 8,836 shares 8,836 $2.14M 0.27% +435 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,612 shares; 2024Q4: 285,691 shares; 2025Q1: 287,646 shares; 2025Q2: 300,138 shares; 2025Q3: 309,510 shares; 2025Q4: 261,471 shares; 2026Q1: 269,268 shares 269,268 $2.14M 0.27% +7,797 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 23,330 shares; 2025Q1: 22,890 shares; 2025Q2: 25,801 shares; 2025Q3: 27,161 shares; 2025Q4: 22,083 shares; 2026Q1: 26,252 shares 26,252 $2.13M 0.27% +4,169 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 10,529 shares; 2025Q1: 10,598 shares; 2025Q2: 9,739 shares; 2025Q3: 9,884 shares; 2025Q4: 8,199 shares; 2026Q1: 8,445 shares 8,445 $2.05M 0.26% +246 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 21,913 shares; 2025Q1: 21,600 shares; 2025Q2: 21,845 shares; 2025Q3: 22,573 shares; 2025Q4: 20,513 shares; 2026Q1: 21,358 shares 21,358 $2.05M 0.26% +845 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,561 shares; 2025Q1: 174,314 shares; 2025Q2: 180,325 shares; 2025Q3: 161,329 shares; 2025Q4: 122,478 shares; 2026Q1: 140,627 shares 140,627 $2.03M 0.25% +18,149 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,974 shares; 2024Q4: 61,249 shares; 2025Q1: 63,019 shares; 2025Q2: 71,100 shares; 2025Q3: 74,558 shares; 2025Q4: 60,846 shares; 2026Q1: 71,174 shares 71,174 $1.98M 0.25% +10,328 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 12,039 shares; 2025Q1: 11,977 shares; 2025Q2: 12,036 shares; 2025Q3: 12,171 shares; 2025Q4: 9,875 shares; 2026Q1: 10,166 shares 10,166 $1.97M 0.25% +291 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,098 shares; 2025Q1: 8,200 shares; 2025Q2: 8,190 shares; 2025Q3: 8,236 shares; 2025Q4: 8,144 shares; 2026Q1: 9,073 shares 9,073 $1.94M 0.24% +929 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,798 shares; 2024Q4: 22,376 shares; 2025Q1: 22,389 shares; 2025Q2: 20,835 shares; 2025Q3: 21,215 shares; 2025Q4: 19,113 shares; 2026Q1: 19,841 shares 19,841 $1.91M 0.24% +728 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 10,763 shares; 2025Q1: 11,086 shares; 2025Q2: 10,705 shares; 2025Q3: 11,774 shares; 2025Q4: 9,538 shares; 2026Q1: 12,831 shares 12,831 $1.89M 0.24% +3,293 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,731 shares; 2025Q1: 156,047 shares; 2025Q2: 175,837 shares; 2025Q3: 160,862 shares; 2025Q4: 124,473 shares; 2026Q1: 166,080 shares 166,080 $1.88M 0.23% +41,607 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,598 shares; 2024Q4: 46,447 shares; 2025Q1: 46,536 shares; 2025Q2: 42,852 shares; 2025Q3: 43,325 shares; 2025Q4: 36,170 shares; 2026Q1: 37,302 shares 37,302 $1.87M 0.23% +1,132 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,851 shares; 2024Q4: 369,006 shares; 2025Q1: 360,018 shares; 2025Q2: 379,011 shares; 2025Q3: 390,555 shares; 2025Q4: 356,222 shares; 2026Q1: 367,861 shares 367,861 $1.85M 0.23% +11,639 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,781 shares; 2024Q4: 13,563 shares; 2025Q1: 13,645 shares; 2025Q2: 15,070 shares; 2025Q3: 15,107 shares; 2025Q4: 12,343 shares; 2026Q1: 14,065 shares 14,065 $1.84M 0.23% +1,722 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: 77,308 shares; 2024Q4: 76,591 shares; 2025Q1: 75,537 shares; 2025Q2: 77,880 shares; 2025Q3: 80,080 shares; 2025Q4: 67,792 shares; 2026Q1: 70,322 shares 70,322 $1.83M 0.23% +2,530 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 9,972 shares; 2025Q1: 10,241 shares; 2025Q2: 11,094 shares; 2025Q3: 11,304 shares; 2025Q4: 9,803 shares; 2026Q1: 11,037 shares 11,037 $1.82M 0.23% +1,234 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 108,233 shares; 2026Q1: 109,569 shares 109,569 $1.82M 0.23% +1,336 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,147 shares; 2024Q4: 25,202 shares; 2025Q1: 20,280 shares; 2025Q2: 18,388 shares; 2025Q3: 17,054 shares; 2025Q4: 16,144 shares; 2026Q1: 13,754 shares 13,754 $1.82M 0.23% -2,390 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: 16,906 shares; 2024Q4: 17,035 shares; 2025Q1: 17,035 shares; 2025Q2: 16,769 shares; 2025Q3: 16,815 shares; 2025Q4: 16,815 shares; 2026Q1: 14,242 shares 14,242 $1.8M 0.23% -2,573 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,782 shares; 2024Q4: 38,879 shares; 2025Q1: 38,410 shares; 2025Q2: 40,339 shares; 2025Q3: 84,267 shares; 2025Q4: 69,184 shares; 2026Q1: 70,968 shares 70,968 $1.77M 0.22% +1,784 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,353 shares; 2024Q4: 16,635 shares; 2025Q1: 15,255 shares; 2025Q2: 14,010 shares; 2025Q3: 12,611 shares; 2025Q4: 10,514 shares; 2026Q1: 11,315 shares 11,315 $1.76M 0.22% +801 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: 20,733 shares; 2024Q4: 20,448 shares; 2025Q1: 21,087 shares; 2025Q2: 22,373 shares; 2025Q3: 23,114 shares; 2025Q4: 19,294 shares; 2026Q1: 20,177 shares 20,177 $1.71M 0.21% +883 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,063 shares; 2024Q4: 135,528 shares; 2025Q1: 147,450 shares; 2025Q2: 185,208 shares; 2025Q3: 171,250 shares; 2025Q4: 129,693 shares; 2026Q1: 183,435 shares 183,435 $1.69M 0.21% +53,742 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,211 shares; 2024Q4: 24,416 shares; 2025Q1: 24,964 shares; 2025Q2: 27,372 shares; 2025Q3: 28,676 shares; 2025Q4: 24,322 shares; 2026Q1: 27,453 shares 27,453 $1.64M 0.21% +3,131 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 4,402 shares; 2025Q1: 4,275 shares; 2025Q2: 3,854 shares; 2025Q3: 3,538 shares; 2025Q4: 3,135 shares; 2026Q1: 3,328 shares 3,328 $1.64M 0.2% +193 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: not reported; 2024Q4: 11,407 shares; 2025Q1: 11,407 shares; 2025Q2: 11,211 shares; 2025Q3: 11,211 shares; 2025Q4: 11,211 shares; 2026Q1: 11,211 shares 11,211 $1.63M 0.2% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,504 shares; 2024Q4: 222,149 shares; 2025Q1: 232,348 shares; 2025Q2: 245,587 shares; 2025Q3: 169,000 shares; 2025Q4: 102,031 shares; 2026Q1: 148,842 shares 148,842 $1.59M 0.2% +46,811 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508,914 shares; 2025Q1: 452,540 shares; 2025Q2: 680,135 shares; 2025Q3: 496,290 shares; 2025Q4: 384,219 shares; 2026Q1: 570,785 shares 570,785 $1.52M 0.19% +186,566 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,598 shares; 2024Q4: 38,314 shares; 2025Q1: 32,516 shares; 2025Q2: 36,197 shares; 2025Q3: 35,411 shares; 2025Q4: 34,171 shares; 2026Q1: 34,062 shares 34,062 $1.5M 0.19% -109 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 3,595 shares; 2025Q1: 3,638 shares; 2025Q2: 3,373 shares; 2025Q3: 3,377 shares; 2025Q4: 3,041 shares; 2026Q1: 3,241 shares 3,241 $1.49M 0.19% +200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 9,253 shares; 2025Q1: 9,157 shares; 2025Q2: 8,255 shares; 2025Q3: 8,270 shares; 2025Q4: 7,916 shares; 2026Q1: 8,199 shares 8,199 $1.49M 0.19% +283 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 4,065 shares; 2025Q1: 4,077 shares; 2025Q2: 4,027 shares; 2025Q3: 4,265 shares; 2025Q4: 4,311 shares; 2026Q1: 4,174 shares 4,174 $1.49M 0.19% -137 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,536 shares; 2025Q1: 73,002 shares; 2025Q2: 78,290 shares; 2025Q3: 81,506 shares; 2025Q4: 67,335 shares; 2026Q1: 69,881 shares 69,881 $1.48M 0.18% +2,546 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 13,019 shares; 2025Q1: 13,051 shares; 2025Q2: 12,857 shares; 2025Q3: 12,629 shares; 2025Q4: 10,958 shares; 2026Q1: 11,421 shares 11,421 $1.47M 0.18% +463 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,528 shares; 2024Q4: 9,189 shares; 2025Q1: 9,231 shares; 2025Q2: 9,359 shares; 2025Q3: 9,130 shares; 2025Q4: 7,527 shares; 2026Q1: 7,795 shares 7,795 $1.46M 0.18% +268 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: 8,535 shares; 2024Q4: 9,633 shares; 2025Q1: 9,163 shares; 2025Q2: 8,682 shares; 2025Q3: 7,834 shares; 2025Q4: 7,549 shares; 2026Q1: 7,643 shares 7,643 $1.45M 0.18% +94 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares 4,560 $1.43M 0.18% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,816 shares; 2024Q4: 56,994 shares; 2025Q1: 57,834 shares; 2025Q2: 60,225 shares; 2025Q3: 62,648 shares; 2025Q4: 51,599 shares; 2026Q1: 55,081 shares 55,081 $1.43M 0.18% +3,482 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 20,056 shares; 2025Q1: 20,548 shares; 2025Q2: 19,908 shares; 2025Q3: 20,768 shares; 2025Q4: 20,074 shares; 2026Q1: 19,760 shares 19,760 $1.42M 0.18% -314 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,245 shares; 2025Q1: 3,359 shares; 2025Q2: 3,361 shares; 2025Q3: 4,375 shares; 2025Q4: 3,161 shares; 2026Q1: 2,174 shares 2,174 $1.42M 0.18% -987 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: 47,073 shares; 2025Q1: 23,956 shares; 2025Q2: 31,902 shares; 2025Q3: 8,231 shares; 2025Q4: 17,436 shares; 2026Q1: 14,981 shares 14,981 $1.37M 0.17% -2,455 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,625 shares; 2024Q4: 60,033 shares; 2025Q1: 53,273 shares; 2025Q2: 53,958 shares; 2025Q3: 52,384 shares; 2025Q4: 44,646 shares; 2026Q1: 48,172 shares 48,172 $1.35M 0.17% +3,526 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR 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: 8,189 shares; 2025Q3: 8,789 shares; 2025Q4: 7,370 shares; 2026Q1: 9,078 shares 9,078 $1.33M 0.17% +1,708 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,814 shares; 2025Q1: 12,814 shares; 2025Q2: 12,814 shares; 2025Q3: 12,814 shares; 2025Q4: 12,814 shares; 2026Q1: 12,814 shares 12,814 $1.3M 0.16% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,589 shares; 2024Q4: 61,658 shares; 2025Q1: 54,373 shares; 2025Q2: 59,734 shares; 2025Q3: 44,550 shares; 2025Q4: 32,131 shares; 2026Q1: 34,012 shares 34,012 $1.29M 0.16% +1,881 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,600 shares; 2025Q2: 21,970 shares; 2025Q3: 11,780 shares; 2025Q4: 45,433 shares; 2026Q1: 86,490 shares 86,490 $1.27M 0.16% +41,057 Timeline XLK 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: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,614 shares; 2025Q3: 4,872 shares; 2025Q4: 9,476 shares; 2026Q1: 9,476 shares 9,476 $1.26M 0.16% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 3,414 shares; 2025Q1: 3,402 shares; 2025Q2: 3,392 shares; 2025Q3: 3,532 shares; 2025Q4: 3,001 shares; 2026Q1: 2,890 shares 2,890 $1.25M 0.16% -111 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,321 shares; 2024Q4: 15,834 shares; 2025Q1: 15,993 shares; 2025Q2: 17,536 shares; 2025Q3: 17,663 shares; 2025Q4: 16,215 shares; 2026Q1: 17,965 shares 17,965 $1.24M 0.15% +1,750 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,353 shares; 2024Q4: 19,473 shares; 2025Q1: 19,535 shares; 2025Q2: 19,853 shares; 2025Q3: 19,775 shares; 2025Q4: 16,285 shares; 2026Q1: 14,148 shares 14,148 $1.24M 0.15% -2,137 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,382 shares; 2025Q1: 4,489 shares; 2025Q2: 4,888 shares; 2025Q3: 5,022 shares; 2025Q4: 4,457 shares; 2026Q1: 5,012 shares 5,012 $1.23M 0.15% +555 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,530 shares; 2024Q4: 40,993 shares; 2025Q1: 41,550 shares; 2025Q2: 43,523 shares; 2025Q3: 45,235 shares; 2025Q4: 33,373 shares; 2026Q1: 36,916 shares 36,916 $1.22M 0.15% +3,543 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: 22,301 shares; 2024Q4: 19,861 shares; 2025Q1: 18,407 shares; 2025Q2: 19,941 shares; 2025Q3: 18,795 shares; 2025Q4: 16,451 shares; 2026Q1: 17,638 shares 17,638 $1.22M 0.15% +1,187 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 5,921 shares; 2025Q1: 5,961 shares; 2025Q2: 6,866 shares; 2025Q3: 7,361 shares; 2025Q4: 5,852 shares; 2026Q1: 7,047 shares 7,047 $1.21M 0.15% +1,195 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 45,515 shares; 2025Q1: 46,155 shares; 2025Q2: 49,690 shares; 2025Q3: 52,912 shares; 2025Q4: 47,924 shares; 2026Q1: 53,799 shares 53,799 $1.21M 0.15% +5,875 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 8,474 shares; 2025Q1: 8,567 shares; 2025Q2: 9,321 shares; 2025Q3: 9,789 shares; 2025Q4: 8,572 shares; 2026Q1: 9,638 shares 9,638 $1.18M 0.15% +1,066 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 8,073 shares; 2025Q1: 8,404 shares; 2025Q2: 8,206 shares; 2025Q3: 5,406 shares; 2025Q4: 4,064 shares; 2026Q1: 4,305 shares 4,305 $1.16M 0.15% +241 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 379 shares; 2025Q1: 377 shares; 2025Q2: 375 shares; 2025Q3: 380 shares; 2025Q4: 318 shares; 2026Q1: 267 shares 267 $1.12M 0.14% -51 Timeline IWF 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: 1,309 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: not reported; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares 2,618 $1.12M 0.14% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 6,961 shares; 2025Q1: 7,262 shares; 2025Q2: 8,132 shares; 2025Q3: 8,558 shares; 2025Q4: 7,767 shares; 2026Q1: 8,635 shares 8,635 $1.1M 0.14% +868 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,049 shares; 2024Q4: 41,220 shares; 2025Q1: 42,415 shares; 2025Q2: 45,887 shares; 2025Q3: 45,795 shares; 2025Q4: 37,459 shares; 2026Q1: 44,362 shares 44,362 $1.08M 0.14% +6,903 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 6,097 shares; 2025Q1: 5,862 shares; 2025Q2: 5,827 shares; 2025Q3: 5,318 shares; 2025Q4: 4,189 shares; 2026Q1: 4,395 shares 4,395 $1.07M 0.13% +206 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 7,400 shares; 2025Q1: 7,426 shares; 2025Q2: 7,050 shares; 2025Q3: 6,488 shares; 2025Q4: 5,558 shares; 2026Q1: 5,261 shares 5,261 $1.04M 0.13% -297 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189,129 shares; 2025Q1: 197,677 shares; 2025Q2: 205,757 shares; 2025Q3: 203,085 shares; 2025Q4: 157,881 shares; 2026Q1: 131,722 shares 131,722 $1.02M 0.13% -26,159 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,646 shares; 2024Q4: 89,947 shares; 2025Q1: 91,056 shares; 2025Q2: 90,811 shares; 2025Q3: 84,488 shares; 2025Q4: 73,080 shares; 2026Q1: 72,410 shares 72,410 $978K 0.12% -670 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 33,815 shares; 2025Q1: 34,050 shares; 2025Q2: 38,858 shares; 2025Q3: 40,095 shares; 2025Q4: 33,544 shares; 2026Q1: 38,850 shares 38,850 $977K 0.12% +5,306 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 703 shares; 2025Q4: 702 shares; 2026Q1: 706 shares 706 $974K 0.12% +4 Timeline VOO 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: 4,383 shares; 2024Q4: 4,376 shares; 2025Q1: 4,550 shares; 2025Q2: 5,010 shares; 2025Q3: 5,337 shares; 2025Q4: 1,364 shares; 2026Q1: 1,624 shares 1,624 $970K 0.12% +260 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,114 shares; 2025Q1: 2,146 shares; 2025Q2: 2,234 shares; 2025Q3: 2,288 shares; 2025Q4: 9,789 shares; 2026Q1: 9,030 shares 9,030 $944K 0.12% -759 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 6,412 shares; 2025Q3: 5,713 shares; 2025Q4: 4,655 shares; 2026Q1: 5,587 shares 5,587 $932K 0.12% +932 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 54,894 shares; 2025Q3: 72,821 shares; 2025Q4: 12,682 shares; 2026Q1: 12,602 shares 12,602 $932K 0.12% -80 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,623 shares; 2025Q1: 6,724 shares; 2025Q2: 5,948 shares; 2025Q3: 6,577 shares; 2025Q4: 6,605 shares; 2026Q1: 5,805 shares 5,805 $931K 0.12% -800 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 7,205 shares; 2025Q1: 5,686 shares; 2025Q2: 4,290 shares; 2025Q3: 4,252 shares; 2025Q4: 4,388 shares; 2026Q1: 4,535 shares 4,535 $903K 0.11% +147 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 34,653 shares; 2025Q1: 39,109 shares; 2025Q2: 38,422 shares; 2025Q3: 39,589 shares; 2025Q4: 34,523 shares; 2026Q1: 35,769 shares 35,769 $870K 0.11% +1,246 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares 4,439 $842K 0.11% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,503 shares; 2025Q3: 54,325 shares; 2025Q4: 47,020 shares; 2026Q1: 54,129 shares 54,129 $840K 0.1% +7,109 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,475 shares; 2024Q4: 17,227 shares; 2025Q1: 10,887 shares; 2025Q2: 46,560 shares; 2025Q3: 48,116 shares; 2025Q4: 40,408 shares; 2026Q1: 44,701 shares 44,701 $828K 0.1% +4,293 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,727 shares; 2024Q4: 16,164 shares; 2025Q1: 16,366 shares; 2025Q2: 18,129 shares; 2025Q3: 19,015 shares; 2025Q4: 16,303 shares; 2026Q1: 18,658 shares 18,658 $828K 0.1% +2,355 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,416 shares; 2024Q4: 11,030 shares; 2025Q1: not reported; 2025Q2: 47,154 shares; 2025Q3: 51,549 shares; 2025Q4: 47,670 shares; 2026Q1: 51,597 shares 51,597 $821K 0.1% +3,927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,312 shares 9,312 $807K 0.1% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,991 shares; 2025Q3: 90,430 shares; 2025Q4: 76,464 shares; 2026Q1: 69,490 shares 69,490 $788K 0.1% -6,974 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,487 shares; 2024Q4: 8,158 shares; 2025Q1: 6,907 shares; 2025Q2: 11,733 shares; 2025Q3: 11,696 shares; 2025Q4: 8,760 shares; 2026Q1: 8,708 shares 8,708 $780K 0.1% -52 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 16,658 shares; 2025Q1: 16,658 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares; 2025Q4: 39,461 shares; 2026Q1: 39,461 shares 39,461 $776K 0.1% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 5,868 shares; 2025Q1: 6,133 shares; 2025Q2: 7,125 shares; 2025Q3: 7,375 shares; 2025Q4: 6,081 shares; 2026Q1: 7,529 shares 7,529 $743K 0.09% +1,448 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 1,920 shares; 2025Q2: 1,834 shares; 2025Q3: 1,726 shares; 2025Q4: 1,741 shares; 2026Q1: 1,822 shares 1,822 $742K 0.09% +81 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,650 shares; 2025Q2: 2,200 shares; 2025Q3: 2,749 shares; 2025Q4: 2,449 shares; 2026Q1: 2,539 shares 2,539 $728K 0.09% +90 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,778 shares 5,778 $719K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 6,530 shares; 2025Q1: 7,528 shares; 2025Q2: 7,309 shares; 2025Q3: 7,215 shares; 2025Q4: 7,068 shares; 2026Q1: 6,223 shares 6,223 $716K 0.09% -845 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 2,707 shares; 2025Q1: 1,974 shares; 2025Q2: 2,267 shares; 2025Q3: 2,233 shares; 2025Q4: 2,011 shares; 2026Q1: 1,828 shares 1,828 $714K 0.09% -183 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,320 shares; 2025Q1: 1,410 shares; 2025Q2: 1,874 shares; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,233 shares 1,233 $711K 0.09% -11 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 6,851 shares; 2025Q3: 6,851 shares; 2025Q4: 6,851 shares; 2026Q1: 6,851 shares 6,851 $698K 0.09% 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: not reported; 2024Q4: 5,239 shares; 2025Q1: 5,388 shares; 2025Q2: 5,810 shares; 2025Q3: 6,166 shares; 2025Q4: 4,110 shares; 2026Q1: 3,479 shares 3,479 $690K 0.09% -631 Timeline PBDC 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: 19,466 shares; 2026Q1: 24,687 shares 24,687 $681K 0.09% +5,221 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 11,102 shares; 2025Q1: 11,198 shares; 2025Q2: 10,589 shares; 2025Q3: 9,876 shares; 2025Q4: 8,413 shares; 2026Q1: 10,735 shares 10,735 $676K 0.08% +2,322 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,947 shares; 2025Q1: 7,043 shares; 2025Q2: 6,947 shares; 2025Q3: 7,011 shares; 2025Q4: 7,011 shares; 2026Q1: 7,032 shares 7,032 $661K 0.08% +21 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,899 shares; 2025Q3: 75,207 shares; 2025Q4: 71,716 shares; 2026Q1: 78,193 shares 78,193 $661K 0.08% +6,477 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,612 shares; 2025Q3: 9,587 shares; 2025Q4: 8,764 shares; 2026Q1: 8,513 shares 8,513 $651K 0.08% -251 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: 44,704 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,706 shares; 2025Q3: 26,301 shares; 2025Q4: 24,559 shares; 2026Q1: 26,692 shares 26,692 $637K 0.08% +2,133 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,650 shares; 2025Q4: 20,766 shares; 2026Q1: 78,217 shares 78,217 $636K 0.08% +57,451 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,630 shares; 2026Q1: 6,830 shares 6,830 $632K 0.08% +200 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 866 shares; 2025Q4: 694 shares; 2026Q1: 800 shares 800 $584K 0.07% +106 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 2,620 shares; 2025Q2: 2,445 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,475 shares 2,475 $569K 0.07% +16 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 12,384 shares; 2025Q3: 12,808 shares; 2025Q4: 11,696 shares; 2026Q1: 12,514 shares 12,514 $568K 0.07% +818 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: not reported; 2024Q4: 38,061 shares; 2025Q1: 39,601 shares; 2025Q2: 44,727 shares; 2025Q3: 42,560 shares; 2025Q4: 35,479 shares; 2026Q1: 34,262 shares 34,262 $563K 0.07% -1,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,104 shares; 2025Q3: 70,168 shares; 2025Q4: 62,789 shares; 2026Q1: 68,925 shares 68,925 $554K 0.07% +6,136 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 9,174 shares; 2025Q1: 9,221 shares; 2025Q2: 9,174 shares; 2025Q3: 9,263 shares; 2025Q4: 9,232 shares; 2026Q1: 9,420 shares 9,420 $554K 0.07% +188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,014 shares; 2025Q3: 49,663 shares; 2025Q4: 47,461 shares; 2026Q1: 54,856 shares 54,856 $549K 0.07% +7,395 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,057 shares; 2025Q4: 4,118 shares; 2026Q1: 4,018 shares 4,018 $546K 0.07% -100 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 12,742 shares; 2025Q1: 12,310 shares; 2025Q2: 11,658 shares; 2025Q3: 9,396 shares; 2025Q4: 6,248 shares; 2026Q1: 7,230 shares 7,230 $538K 0.07% +982 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $535K 0.07% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,858 shares; 2025Q3: 17,911 shares; 2025Q4: 16,419 shares; 2026Q1: 18,389 shares 18,389 $530K 0.07% +1,970 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: not reported; 2024Q4: 4,430 shares; 2025Q1: 4,440 shares; 2025Q2: 4,430 shares; 2025Q3: 4,439 shares; 2025Q4: 4,439 shares; 2026Q1: 4,439 shares 4,439 $523K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 388 shares; 2026Q1: 588 shares 588 $514K 0.06% +200 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,437 shares; 2025Q1: 17,251 shares; 2025Q2: 19,102 shares; 2025Q3: 19,257 shares; 2025Q4: 16,240 shares; 2026Q1: 15,176 shares 15,176 $513K 0.06% -1,064 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 4,507 shares; 2025Q3: 5,047 shares; 2025Q4: 4,623 shares; 2026Q1: 5,018 shares 5,018 $500K 0.06% +395 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: not reported; 2024Q4: 3,346 shares; 2025Q1: 3,346 shares; 2025Q2: 3,506 shares; 2025Q3: 3,526 shares; 2025Q4: 3,366 shares; 2026Q1: 3,404 shares 3,404 $492K 0.06% +38 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,807 shares; 2025Q3: 31,785 shares; 2025Q4: 28,207 shares; 2026Q1: 26,232 shares 26,232 $492K 0.06% -1,975 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,699 shares; 2025Q3: 16,258 shares; 2025Q4: 14,877 shares; 2026Q1: 16,248 shares 16,248 $487K 0.06% +1,371 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,231 shares; 2025Q3: 25,697 shares; 2025Q4: 24,224 shares; 2026Q1: 22,726 shares 22,726 $472K 0.06% -1,498 Timeline SCHB 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: 7,232 shares; 2024Q4: 21,696 shares; 2025Q1: 21,696 shares; 2025Q2: 21,696 shares; 2025Q3: 21,696 shares; 2025Q4: 21,696 shares; 2026Q1: 18,090 shares 18,090 $454K 0.06% -3,606 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,678 shares; 2025Q2: 2,824 shares; 2025Q3: 3,378 shares; 2025Q4: 2,674 shares; 2026Q1: 2,725 shares 2,725 $448K 0.06% +51 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 30,109 shares; 2025Q4: 26,636 shares; 2026Q1: 28,964 shares 28,964 $435K 0.05% +2,328 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,374 shares 7,374 $418K 0.05% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,274 shares; 2025Q2: 2,069 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 1,637 shares 1,637 $407K 0.05% -436 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,877 shares; 2024Q4: 6,147 shares; 2025Q1: 4,676 shares; 2025Q2: 4,774 shares; 2025Q3: 6,436 shares; 2025Q4: 4,263 shares; 2026Q1: 4,334 shares 4,334 $403K 0.05% +71 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 4,162 shares 4,162 $399K 0.05% +2 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 610 shares; 2025Q4: 522 shares; 2026Q1: 523 shares 523 $386K 0.05% +1 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 11,861 shares; 2025Q4: 9,501 shares; 2026Q1: 9,109 shares 9,109 $384K 0.05% -392 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 1,095 shares; 2025Q4: 853 shares; 2026Q1: 943 shares 943 $384K 0.05% +90 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,445 shares; 2026Q1: 7,664 shares 7,664 $363K 0.05% +1,219 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: 10,739 shares; 2025Q3: 10,739 shares; 2025Q4: 13,239 shares; 2026Q1: 9,366 shares 9,366 $354K 0.04% -3,873 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 1,110 shares; 2025Q3: 1,345 shares; 2025Q4: 962 shares; 2026Q1: 1,081 shares 1,081 $353K 0.04% +119 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to 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: 7,128 shares; 2026Q1: 7,208 shares 7,208 $349K 0.04% +80 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,420 shares; 2025Q3: 18,004 shares; 2025Q4: 12,835 shares; 2026Q1: 12,216 shares 12,216 $341K 0.04% -619 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares 7,769 $340K 0.04% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,569 shares 17,569 $340K 0.04% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,459 shares; 2025Q3: 37,892 shares; 2025Q4: 32,527 shares; 2026Q1: 30,162 shares 30,162 $340K 0.04% -2,365 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $335K 0.04% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,700 shares; 2025Q2: 21,500 shares; 2025Q3: not reported; 2025Q4: 10,396 shares; 2026Q1: 17,146 shares 17,146 $331K 0.04% +6,750 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,545 shares; 2025Q1: 13,829 shares; 2025Q2: 12,180 shares; 2025Q3: 12,513 shares; 2025Q4: 12,117 shares; 2026Q1: 11,240 shares 11,240 $326K 0.04% -877 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 325 shares; 2025Q2: 348 shares; 2025Q3: 462 shares; 2025Q4: 291 shares; 2026Q1: 331 shares 331 $318K 0.04% +40 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 3,481 shares 3,481 $317K 0.04% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 977 shares; 2025Q2: 971 shares; 2025Q3: 979 shares; 2025Q4: 964 shares; 2026Q1: 965 shares 965 $309K 0.04% +1 Timeline IEMG 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: 5,568 shares; 2024Q4: 9,564 shares; 2025Q1: 9,703 shares; 2025Q2: 8,103 shares; 2025Q3: 4,303 shares; 2025Q4: 4,303 shares; 2026Q1: 4,382 shares 4,382 $306K 0.04% +79 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares 2,437 $299K 0.04% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares 2,380 $293K 0.04% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,468 shares 1,468 $290K 0.04% +11 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 259 shares 259 $284K 0.04% +5 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $282K 0.04% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,548 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares 2,548 $277K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,524 shares; 2025Q1: 2,331 shares; 2025Q2: 1,971 shares; 2025Q3: 1,535 shares; 2025Q4: 1,295 shares; 2026Q1: 945 shares 945 $277K 0.03% -350 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 631 shares; 2025Q1: 651 shares; 2025Q2: 704 shares; 2025Q3: 720 shares; 2025Q4: 591 shares; 2026Q1: 641 shares 641 $273K 0.03% +50 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $270K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,356 shares; 2025Q2: 8,524 shares; 2025Q3: 7,665 shares; 2025Q4: 7,495 shares; 2026Q1: 6,985 shares 6,985 $268K 0.03% -510 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 6,400 shares 6,400 $263K 0.03% +175 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,543 shares; 2025Q1: 2,808 shares; 2025Q2: 2,797 shares; 2025Q3: 2,827 shares; 2025Q4: 2,833 shares; 2026Q1: 2,839 shares 2,839 $263K 0.03% +6 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 884 shares; 2025Q2: 882 shares; 2025Q3: 962 shares; 2025Q4: 876 shares; 2026Q1: 895 shares 895 $261K 0.03% +19 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,946 shares; 2025Q4: 2,510 shares; 2026Q1: 2,319 shares 2,319 $258K 0.03% -191 Timeline GEM 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: 5,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,813 shares; 2025Q3: not reported; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares 5,813 $251K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227 $249K 0.03% 0 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,251 shares; 2026Q1: 12,591 shares 12,591 $245K 0.03% +340 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $242K 0.03% 0 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,950 shares 4,950 $241K 0.03% new Timeline IWV 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $241K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,099 shares; 2026Q1: 2,206 shares 2,206 $239K 0.03% +107 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,533 shares; 2024Q4: 9,806 shares; 2025Q1: 6,315 shares; 2025Q2: 6,014 shares; 2025Q3: 6,094 shares; 2025Q4: 4,555 shares; 2026Q1: 3,933 shares 3,933 $239K 0.03% -622 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 2,888 shares 2,888 $226K 0.03% +8 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,509 shares; 2026Q1: 2,299 shares 2,299 $224K 0.03% -210 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 938 shares 938 $223K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 280 shares; 2025Q4: 415 shares; 2026Q1: 555 shares 555 $221K 0.03% +140 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,251 shares; 2025Q2: 3,619 shares; 2025Q3: 3,163 shares; 2025Q4: not reported; 2026Q1: 3,199 shares 3,199 $215K 0.03% new Timeline SCHG 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: 7,286 shares; 2026Q1: 7,286 shares 7,286 $212K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 432 shares; 2025Q4: 432 shares; 2026Q1: 433 shares 433 $208K 0.03% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,860 shares; 2026Q1: 2,866 shares 2,866 $208K 0.03% +6 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,150 shares 5,150 $203K 0.03% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 12,714 shares; 2026Q1: 12,714 shares 12,714 $184K 0.02% 0 Timeline BDRY AMPLIFY COMMODITY TRUST More: the full row for AMPLIFY COMMODITY 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: 14,895 shares 14,895 $149K 0.02% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 10,570 shares 10,570 $137K 0.02% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 29,471 shares; 2025Q3: 29,471 shares; 2025Q4: 29,471 shares; 2026Q1: 29,471 shares 29,471 $115K 0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT 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: 11,000 shares; 2026Q1: 11,000 shares 11,000 $28.6K <0.01% 0 Timeline CXAI CXAPP INC More: the full row for CXAPP 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: 10,000 shares 10,000 $1.8K <0.01% new Timeline