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: 271,642 shares; 2024Q4: 268,859 shares; 2025Q1: 265,743 shares; 2025Q2: 265,745 shares; 2025Q3: 265,683 shares; 2025Q4: 264,865 shares; 2026Q1: 264,089 shares 264,089 $77.7M 4.71% -776 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: 258,856 shares; 2024Q4: 252,989 shares; 2025Q1: 249,009 shares; 2025Q2: 240,401 shares; 2025Q3: 241,125 shares; 2025Q4: 237,669 shares; 2026Q1: 234,757 shares 234,757 $59.6M 3.61% -2,912 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,577 shares; 2024Q4: 536,436 shares; 2025Q1: 549,858 shares; 2025Q2: 561,002 shares; 2025Q3: 608,786 shares; 2025Q4: 663,614 shares; 2026Q1: 739,077 shares 739,077 $58.6M 3.55% +75,463 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,128 shares; 2024Q4: 522,269 shares; 2025Q1: 522,677 shares; 2025Q2: 517,275 shares; 2025Q3: 518,899 shares; 2025Q4: 518,496 shares; 2026Q1: 501,583 shares 501,583 $56.7M 3.44% -16,913 Timeline VTI 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: 143,894 shares; 2024Q4: 147,212 shares; 2025Q1: 146,801 shares; 2025Q2: 142,721 shares; 2025Q3: 142,189 shares; 2025Q4: 143,019 shares; 2026Q1: 144,082 shares 144,082 $46.2M 2.8% +1,063 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: 64,473 shares; 2024Q4: 67,114 shares; 2025Q1: 65,348 shares; 2025Q2: 65,616 shares; 2025Q3: 65,540 shares; 2025Q4: 64,644 shares; 2026Q1: 64,665 shares 64,665 $42.1M 2.55% +21 Timeline IVE 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: 181,229 shares; 2024Q4: 178,004 shares; 2025Q1: 181,562 shares; 2025Q2: 181,803 shares; 2025Q3: 183,681 shares; 2025Q4: 186,754 shares; 2026Q1: 193,952 shares 193,952 $41M 2.48% +7,198 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: 98,505 shares; 2024Q4: 98,415 shares; 2025Q1: 97,241 shares; 2025Q2: 96,617 shares; 2025Q3: 93,835 shares; 2025Q4: 95,719 shares; 2026Q1: 96,546 shares 96,546 $35.7M 2.17% +827 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,708 shares; 2024Q4: 774,886 shares; 2025Q1: 775,480 shares; 2025Q2: 777,630 shares; 2025Q3: 779,405 shares; 2025Q4: 781,008 shares; 2026Q1: 799,237 shares 799,237 $31.9M 1.93% +18,229 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: 39,111 shares; 2024Q4: 39,730 shares; 2025Q1: 41,137 shares; 2025Q2: 42,178 shares; 2025Q3: 44,112 shares; 2025Q4: 44,712 shares; 2026Q1: 44,431 shares 44,431 $26.5M 1.61% -281 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: 176,163 shares; 2024Q4: 164,836 shares; 2025Q1: 160,760 shares; 2025Q2: 161,126 shares; 2025Q3: 159,977 shares; 2025Q4: 160,039 shares; 2026Q1: 170,012 shares 170,012 $19.5M 1.18% +9,973 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: 73,343 shares; 2024Q4: 73,741 shares; 2025Q1: 73,159 shares; 2025Q2: 73,745 shares; 2025Q3: 73,656 shares; 2025Q4: 67,748 shares; 2026Q1: 65,994 shares 65,994 $19M 1.15% -1,754 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,418 shares; 2024Q4: 173,166 shares; 2025Q1: 170,461 shares; 2025Q2: 174,589 shares; 2025Q3: 266,002 shares; 2025Q4: 328,718 shares; 2026Q1: 330,205 shares 330,205 $16.5M 1% +1,487 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: 85,431 shares; 2024Q4: 85,305 shares; 2025Q1: 77,383 shares; 2025Q2: 76,910 shares; 2025Q3: 76,928 shares; 2025Q4: 76,452 shares; 2026Q1: 75,363 shares 75,363 $16.4M 0.99% -1,089 Timeline MUB 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: 94,551 shares; 2024Q4: 131,460 shares; 2025Q1: 126,473 shares; 2025Q2: 147,350 shares; 2025Q3: 147,808 shares; 2025Q4: 147,833 shares; 2026Q1: 151,355 shares 151,355 $16.1M 0.97% +3,522 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,909 shares; 2024Q4: 197,283 shares; 2025Q1: 199,475 shares; 2025Q2: 201,008 shares; 2025Q3: 201,183 shares; 2025Q4: 222,961 shares; 2026Q1: 286,205 shares 286,205 $15.1M 0.91% +63,244 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: 62,956 shares; 2024Q4: 57,538 shares; 2025Q1: 57,092 shares; 2025Q2: 56,526 shares; 2025Q3: 56,602 shares; 2025Q4: 56,948 shares; 2026Q1: 57,095 shares 57,095 $14M 0.85% +147 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: 93,215 shares; 2024Q4: 93,749 shares; 2025Q1: 93,750 shares; 2025Q2: 93,452 shares; 2025Q3: 93,775 shares; 2025Q4: 92,991 shares; 2026Q1: 93,252 shares 93,252 $13.7M 0.83% +261 Timeline IVV 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: 22,561 shares; 2024Q4: 22,879 shares; 2025Q1: 22,927 shares; 2025Q2: 22,623 shares; 2025Q3: 22,045 shares; 2025Q4: 21,534 shares; 2026Q1: 20,824 shares 20,824 $13.6M 0.82% -710 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: 57,092 shares; 2024Q4: 56,643 shares; 2025Q1: 55,720 shares; 2025Q2: 55,823 shares; 2025Q3: 55,943 shares; 2025Q4: 56,014 shares; 2026Q1: 56,029 shares 56,029 $13.6M 0.82% +15 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: 65,869 shares; 2024Q4: 65,943 shares; 2025Q1: 64,141 shares; 2025Q2: 65,197 shares; 2025Q3: 65,425 shares; 2025Q4: 66,152 shares; 2026Q1: 63,694 shares 63,694 $13.3M 0.8% -2,458 Timeline DVY 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: 77,837 shares; 2024Q4: 79,634 shares; 2025Q1: 79,854 shares; 2025Q2: 78,272 shares; 2025Q3: 78,249 shares; 2025Q4: 82,520 shares; 2026Q1: 82,521 shares 82,521 $12.5M 0.76% +1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,312 shares; 2024Q4: 28,056 shares; 2025Q1: 28,002 shares; 2025Q2: 28,380 shares; 2025Q3: 28,254 shares; 2025Q4: 27,307 shares; 2026Q1: 27,114 shares 27,114 $11.7M 0.71% -193 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,734 shares; 2024Q4: 299,403 shares; 2025Q1: 282,323 shares; 2025Q2: 259,592 shares; 2025Q3: 256,511 shares; 2025Q4: 252,624 shares; 2026Q1: 252,639 shares 252,639 $11.3M 0.69% +15 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: 20,069 shares; 2024Q4: 20,305 shares; 2025Q1: 19,833 shares; 2025Q2: 19,050 shares; 2025Q3: 18,812 shares; 2025Q4: 18,810 shares; 2026Q1: 19,330 shares 19,330 $11.2M 0.68% +520 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: 11,374 shares; 2024Q4: 11,515 shares; 2025Q1: 11,522 shares; 2025Q2: 10,919 shares; 2025Q3: 10,902 shares; 2025Q4: 10,694 shares; 2026Q1: 10,725 shares 10,725 $10.7M 0.65% +31 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,220 shares; 2024Q4: 28,220 shares; 2025Q1: 28,945 shares; 2025Q2: 28,310 shares; 2025Q3: 28,310 shares; 2025Q4: 28,310 shares; 2026Q1: 28,310 shares 28,310 $10.1M 0.61% 0 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: 30,762 shares; 2024Q4: 31,862 shares; 2025Q1: 30,003 shares; 2025Q2: 31,067 shares; 2025Q3: 31,164 shares; 2025Q4: 36,385 shares; 2026Q1: 35,112 shares 35,112 $10.1M 0.61% -1,273 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,745 shares; 2024Q4: 45,237 shares; 2025Q1: 45,782 shares; 2025Q2: 45,386 shares; 2025Q3: 45,811 shares; 2025Q4: 46,775 shares; 2026Q1: 48,028 shares 48,028 $9.88M 0.6% +1,253 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: 66,477 shares; 2024Q4: 66,917 shares; 2025Q1: 63,482 shares; 2025Q2: 63,517 shares; 2025Q3: 63,774 shares; 2025Q4: 58,050 shares; 2026Q1: 57,732 shares 57,732 $9.79M 0.59% -318 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: 206,607 shares; 2024Q4: 203,344 shares; 2025Q1: 203,264 shares; 2025Q2: 205,382 shares; 2025Q3: 206,240 shares; 2025Q4: 198,855 shares; 2026Q1: 198,607 shares 198,607 $9.68M 0.59% -248 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,290 shares; 2024Q4: 491,390 shares; 2025Q1: 494,165 shares; 2025Q2: 494,165 shares; 2025Q3: 496,165 shares; 2025Q4: 513,363 shares; 2026Q1: 513,342 shares 513,342 $9.53M 0.58% -21 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,113 shares; 2024Q4: 45,084 shares; 2025Q1: 44,186 shares; 2025Q2: 43,736 shares; 2025Q3: 43,544 shares; 2025Q4: 43,707 shares; 2026Q1: 43,734 shares 43,734 $9.41M 0.57% +27 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 15,897 shares; 2025Q1: 65,822 shares; 2025Q2: 74,626 shares; 2025Q3: 121,711 shares; 2025Q4: 130,143 shares; 2026Q1: 145,515 shares 145,515 $9.32M 0.56% +15,372 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: 143,576 shares; 2024Q4: 129,540 shares; 2025Q1: 111,399 shares; 2025Q2: 112,178 shares; 2025Q3: 110,078 shares; 2025Q4: 108,963 shares; 2026Q1: 99,561 shares 99,561 $9.21M 0.56% -9,402 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,534 shares; 2024Q4: 143,833 shares; 2025Q1: 123,162 shares; 2025Q2: 101,832 shares; 2025Q3: 94,701 shares; 2025Q4: 70,246 shares; 2026Q1: 64,258 shares 64,258 $9.18M 0.56% -5,988 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,480 shares; 2024Q4: 134,005 shares; 2025Q1: 134,305 shares; 2025Q2: 140,615 shares; 2025Q3: 139,590 shares; 2025Q4: 106,090 shares; 2026Q1: 77,780 shares 77,780 $9.13M 0.55% -28,310 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: 14,548 shares; 2024Q4: 14,553 shares; 2025Q1: 15,355 shares; 2025Q2: 16,259 shares; 2025Q3: 16,463 shares; 2025Q4: 18,019 shares; 2026Q1: 18,552 shares 18,552 $8.89M 0.54% +533 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,524 shares; 2024Q4: 117,440 shares; 2025Q1: 114,018 shares; 2025Q2: 112,851 shares; 2025Q3: 114,792 shares; 2025Q4: 114,792 shares; 2026Q1: 189,895 shares 189,895 $8.82M 0.53% +75,103 Timeline SCHD 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: 17,327 shares; 2024Q4: 60,381 shares; 2025Q1: 76,430 shares; 2025Q2: 71,370 shares; 2025Q3: 76,618 shares; 2025Q4: 110,746 shares; 2026Q1: 281,978 shares 281,978 $8.65M 0.52% +171,232 Timeline EFV 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: 108,540 shares; 2024Q4: 106,145 shares; 2025Q1: 108,034 shares; 2025Q2: 109,639 shares; 2025Q3: 111,714 shares; 2025Q4: 113,454 shares; 2026Q1: 115,719 shares 115,719 $8.6M 0.52% +2,265 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: 12,306 shares; 2024Q4: 12,313 shares; 2025Q1: 11,766 shares; 2025Q2: 11,373 shares; 2025Q3: 11,382 shares; 2025Q4: 11,755 shares; 2026Q1: 11,792 shares 11,792 $8.35M 0.51% +37 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: 25,185 shares; 2024Q4: 24,423 shares; 2025Q1: 23,153 shares; 2025Q2: 23,240 shares; 2025Q3: 23,010 shares; 2025Q4: 22,739 shares; 2026Q1: 22,372 shares 22,372 $7.87M 0.48% -367 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: 8,857 shares; 2024Q4: 8,483 shares; 2025Q1: 8,188 shares; 2025Q2: 8,161 shares; 2025Q3: 8,183 shares; 2025Q4: 8,546 shares; 2026Q1: 8,365 shares 8,365 $7.69M 0.47% -181 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: 74,018 shares; 2024Q4: 74,383 shares; 2025Q1: 61,398 shares; 2025Q2: 48,764 shares; 2025Q3: 47,712 shares; 2025Q4: 47,701 shares; 2026Q1: 47,599 shares 47,599 $7.39M 0.45% -102 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: 106,917 shares; 2024Q4: 101,200 shares; 2025Q1: 97,292 shares; 2025Q2: 96,555 shares; 2025Q3: 96,615 shares; 2025Q4: 97,308 shares; 2026Q1: 95,043 shares 95,043 $7.37M 0.45% -2,265 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,204 shares; 2024Q4: 497,713 shares; 2025Q1: 497,785 shares; 2025Q2: 449,354 shares; 2025Q3: 428,753 shares; 2025Q4: 428,112 shares; 2026Q1: 422,345 shares 422,345 $7.25M 0.44% -5,767 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: 59,018 shares; 2024Q4: 58,640 shares; 2025Q1: 57,576 shares; 2025Q2: 57,448 shares; 2025Q3: 57,175 shares; 2025Q4: 57,594 shares; 2026Q1: 57,457 shares 57,457 $6.91M 0.42% -137 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,700 shares; 2025Q1: 106,275 shares; 2025Q2: 121,275 shares; 2025Q3: 143,275 shares; 2025Q4: 143,275 shares; 2026Q1: 168,275 shares 168,275 $6.85M 0.41% +25,000 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,705 shares; 2024Q4: 75,655 shares; 2025Q1: 74,507 shares; 2025Q2: 74,080 shares; 2025Q3: 72,958 shares; 2025Q4: 72,852 shares; 2026Q1: 72,817 shares 72,817 $6.71M 0.41% -35 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,479 shares; 2024Q4: 32,479 shares; 2025Q1: 32,379 shares; 2025Q2: 31,209 shares; 2025Q3: 30,361 shares; 2025Q4: 30,384 shares; 2026Q1: 30,382 shares 30,382 $6.58M 0.4% -2 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: 51,755 shares; 2024Q4: 52,164 shares; 2025Q1: 51,392 shares; 2025Q2: 51,299 shares; 2025Q3: 51,320 shares; 2025Q4: 51,728 shares; 2026Q1: 51,784 shares 51,784 $6.44M 0.39% +56 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: 66,275 shares; 2024Q4: 65,383 shares; 2025Q1: 64,660 shares; 2025Q2: 63,924 shares; 2025Q3: 63,883 shares; 2025Q4: 64,010 shares; 2026Q1: 62,632 shares 62,632 $6.43M 0.39% -1,378 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 339 shares; 2025Q1: 341 shares; 2025Q2: 9,342 shares; 2025Q3: 31,531 shares; 2025Q4: 62,056 shares; 2026Q1: 82,363 shares 82,363 $6.39M 0.39% +20,307 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,176 shares; 2024Q4: 166,176 shares; 2025Q1: 112,776 shares; 2025Q2: 112,776 shares; 2025Q3: 112,776 shares; 2025Q4: 112,776 shares; 2026Q1: 110,610 shares 110,610 $6.28M 0.38% -2,166 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,978 shares; 2024Q4: 361,996 shares; 2025Q1: 362,014 shares; 2025Q2: 367,460 shares; 2025Q3: 367,477 shares; 2025Q4: 371,993 shares; 2026Q1: 380,809 shares 380,809 $6.27M 0.38% +8,816 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,775 shares; 2024Q4: 214,625 shares; 2025Q1: 218,625 shares; 2025Q2: 211,125 shares; 2025Q3: 190,125 shares; 2025Q4: 190,125 shares; 2026Q1: 154,175 shares 154,175 $5.97M 0.36% -35,950 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,119 shares; 2024Q4: 43,188 shares; 2025Q1: 45,815 shares; 2025Q2: 51,286 shares; 2025Q3: 59,667 shares; 2025Q4: 66,465 shares; 2026Q1: 76,624 shares 76,624 $5.91M 0.36% +10,159 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: 20,226 shares; 2024Q4: 18,560 shares; 2025Q1: 18,260 shares; 2025Q2: 18,371 shares; 2025Q3: 18,331 shares; 2025Q4: 18,649 shares; 2026Q1: 18,758 shares 18,758 $5.83M 0.35% +109 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,900 shares; 2024Q4: 52,900 shares; 2025Q1: 49,900 shares; 2025Q2: 45,900 shares; 2025Q3: 45,900 shares; 2025Q4: 39,400 shares; 2026Q1: 39,403 shares 39,403 $5.77M 0.35% +3 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: 41,105 shares; 2024Q4: 41,175 shares; 2025Q1: 41,377 shares; 2025Q2: 39,563 shares; 2025Q3: 39,885 shares; 2025Q4: 40,203 shares; 2026Q1: 39,844 shares 39,844 $5.76M 0.35% -359 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,775 shares; 2024Q4: 389,775 shares; 2025Q1: 390,775 shares; 2025Q2: 390,775 shares; 2025Q3: 420,975 shares; 2025Q4: 494,975 shares; 2026Q1: 537,475 shares 537,475 $5.46M 0.33% +42,500 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: 7,396 shares; 2024Q4: 7,376 shares; 2025Q1: 7,695 shares; 2025Q2: 8,061 shares; 2025Q3: 8,175 shares; 2025Q4: 8,296 shares; 2026Q1: 8,729 shares 8,729 $5.38M 0.33% +433 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: 10,475 shares; 2024Q4: 10,454 shares; 2025Q1: 10,454 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,722 shares; 2026Q1: 10,703 shares 10,703 $5.26M 0.32% -19 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: 30,745 shares; 2024Q4: 32,237 shares; 2025Q1: 32,266 shares; 2025Q2: 32,859 shares; 2025Q3: 32,053 shares; 2025Q4: 29,908 shares; 2026Q1: 30,007 shares 30,007 $5.23M 0.32% +99 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,980 shares; 2025Q1: 7,679 shares; 2025Q2: 7,526 shares; 2025Q3: 8,919 shares; 2025Q4: 15,048 shares; 2026Q1: 47,389 shares 47,389 $5.23M 0.32% +32,341 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,291 shares; 2024Q4: 48,291 shares; 2025Q1: 48,291 shares; 2025Q2: 48,291 shares; 2025Q3: 48,291 shares; 2025Q4: 48,291 shares; 2026Q1: 39,291 shares 39,291 $5.22M 0.32% -9,000 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: 37,212 shares; 2024Q4: 37,912 shares; 2025Q1: 37,980 shares; 2025Q2: 38,270 shares; 2025Q3: 38,776 shares; 2025Q4: 32,086 shares; 2026Q1: 25,573 shares 25,573 $5.2M 0.32% -6,513 Timeline IBIE 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: 37,375 shares; 2025Q4: 126,050 shares; 2026Q1: 196,038 shares 196,038 $5.14M 0.31% +69,988 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,281 shares; 2024Q4: 239,284 shares; 2025Q1: 237,687 shares; 2025Q2: 211,691 shares; 2025Q3: 211,694 shares; 2025Q4: 196,463 shares; 2026Q1: 276,463 shares 276,463 $5.14M 0.31% +80,000 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: 289,007 shares; 2024Q4: 180,126 shares; 2025Q1: 176,834 shares; 2025Q2: 171,715 shares; 2025Q3: 172,849 shares; 2025Q4: 161,410 shares; 2026Q1: 181,035 shares 181,035 $5.08M 0.31% +19,625 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: 41,828 shares; 2024Q4: 41,801 shares; 2025Q1: 39,233 shares; 2025Q2: 38,887 shares; 2025Q3: 38,839 shares; 2025Q4: 38,956 shares; 2026Q1: 39,136 shares 39,136 $5.04M 0.31% +180 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 3,605 shares; 2025Q1: 3,622 shares; 2025Q2: 3,641 shares; 2025Q3: 3,661 shares; 2025Q4: 10,423 shares; 2026Q1: 49,933 shares 49,933 $4.96M 0.3% +39,510 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: 22,541 shares; 2024Q4: 22,584 shares; 2025Q1: 22,926 shares; 2025Q2: 23,000 shares; 2025Q3: 22,550 shares; 2025Q4: 22,691 shares; 2026Q1: 23,549 shares 23,549 $4.87M 0.3% +858 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 25,518 shares; 2025Q4: 71,764 shares; 2026Q1: 169,686 shares 169,686 $4.85M 0.29% +97,922 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,348 shares; 2024Q4: 60,356 shares; 2025Q1: 60,190 shares; 2025Q2: 57,240 shares; 2025Q3: 57,240 shares; 2025Q4: 56,332 shares; 2026Q1: 56,332 shares 56,332 $4.78M 0.29% 0 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: 61,771 shares; 2024Q4: 60,795 shares; 2025Q1: 60,795 shares; 2025Q2: 61,067 shares; 2025Q3: 61,095 shares; 2025Q4: 61,216 shares; 2026Q1: 62,421 shares 62,421 $4.75M 0.29% +1,205 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,580 shares; 2024Q4: 145,580 shares; 2025Q1: 145,580 shares; 2025Q2: 145,580 shares; 2025Q3: 145,580 shares; 2025Q4: 145,580 shares; 2026Q1: 145,580 shares 145,580 $4.72M 0.29% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,459 shares; 2024Q4: 78,263 shares; 2025Q1: 71,814 shares; 2025Q2: 69,174 shares; 2025Q3: 67,358 shares; 2025Q4: 66,888 shares; 2026Q1: 63,501 shares 63,501 $4.68M 0.28% -3,387 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,870 shares; 2024Q4: 36,482 shares; 2025Q1: 35,600 shares; 2025Q2: 35,206 shares; 2025Q3: 34,979 shares; 2025Q4: 35,062 shares; 2026Q1: 35,160 shares 35,160 $4.61M 0.28% +98 Timeline OESX ORION ENERGY SYS INC More: the full row for ORION ENERGY 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: 383,454 shares; 2025Q4: 407,452 shares; 2026Q1: 525,552 shares 525,552 $4.59M 0.28% +118,100 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,421 shares; 2024Q4: 106,196 shares; 2025Q1: 97,196 shares; 2025Q2: 90,796 shares; 2025Q3: 89,636 shares; 2025Q4: 77,736 shares; 2026Q1: 77,736 shares 77,736 $4.58M 0.28% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,866 shares; 2024Q4: 132,166 shares; 2025Q1: 132,166 shares; 2025Q2: 132,186 shares; 2025Q3: 132,186 shares; 2025Q4: 132,408 shares; 2026Q1: 136,421 shares 136,421 $4.57M 0.28% +4,013 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,050 shares; 2024Q4: 179,050 shares; 2025Q1: 179,050 shares; 2025Q2: 181,050 shares; 2025Q3: 181,050 shares; 2025Q4: 200,250 shares; 2026Q1: 201,250 shares 201,250 $4.48M 0.27% +1,000 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,675 shares; 2024Q4: 78,675 shares; 2025Q1: 73,275 shares; 2025Q2: 73,275 shares; 2025Q3: 73,275 shares; 2025Q4: 68,275 shares; 2026Q1: 68,275 shares 68,275 $4.4M 0.27% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,423 shares; 2024Q4: 298,002 shares; 2025Q1: 290,051 shares; 2025Q2: 286,523 shares; 2025Q3: 276,462 shares; 2025Q4: 267,442 shares; 2026Q1: 318,191 shares 318,191 $4.38M 0.27% +50,749 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: 38,136 shares; 2024Q4: 42,247 shares; 2025Q1: 47,892 shares; 2025Q2: 78,059 shares; 2025Q3: 80,737 shares; 2025Q4: 161,523 shares; 2026Q1: 224,439 shares 224,439 $4.33M 0.26% +62,916 Timeline BRK-A 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.26% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,229 shares; 2024Q4: 56,565 shares; 2025Q1: 44,588 shares; 2025Q2: 36,845 shares; 2025Q3: 35,661 shares; 2025Q4: 35,555 shares; 2026Q1: 35,202 shares 35,202 $4.27M 0.26% -353 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,850 shares; 2024Q4: 47,850 shares; 2025Q1: 47,400 shares; 2025Q2: 47,050 shares; 2025Q3: 47,050 shares; 2025Q4: 38,550 shares; 2026Q1: 32,550 shares 32,550 $4.25M 0.26% -6,000 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: 9,089 shares; 2024Q4: 9,089 shares; 2025Q1: 8,435 shares; 2025Q2: 8,456 shares; 2025Q3: 8,460 shares; 2025Q4: 8,519 shares; 2026Q1: 8,447 shares 8,447 $4.22M 0.26% -72 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,175 shares; 2024Q4: 173,175 shares; 2025Q1: 138,975 shares; 2025Q2: 138,975 shares; 2025Q3: 138,975 shares; 2025Q4: 138,975 shares; 2026Q1: 137,975 shares 137,975 $4.22M 0.26% -1,000 Timeline IEFA 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: 29,833 shares; 2024Q4: 30,039 shares; 2025Q1: 34,114 shares; 2025Q2: 35,472 shares; 2025Q3: 38,019 shares; 2025Q4: 43,145 shares; 2026Q1: 45,693 shares 45,693 $4.14M 0.25% +2,548 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,261 shares; 2025Q3: 7,262 shares; 2025Q4: 7,263 shares; 2026Q1: 7,281 shares 7,281 $4.1M 0.25% +18 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,706 shares; 2026Q1: 3,711 shares 3,711 $4.05M 0.25% +5 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 34,149 shares; 2025Q1: 34,971 shares; 2025Q2: 36,706 shares; 2025Q3: 37,171 shares; 2025Q4: 38,425 shares; 2026Q1: 40,482 shares 40,482 $4M 0.24% +2,057 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: 44,438 shares; 2024Q4: 44,614 shares; 2025Q1: 44,119 shares; 2025Q2: 43,912 shares; 2025Q3: 44,447 shares; 2025Q4: 44,594 shares; 2026Q1: 44,345 shares 44,345 $3.97M 0.24% -249 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,993 shares; 2024Q4: 3,107 shares; 2025Q1: 3,113 shares; 2025Q2: 3,120 shares; 2025Q3: 3,126 shares; 2025Q4: 2,100 shares; 2026Q1: 59,508 shares 59,508 $3.88M 0.23% +57,408 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: 4,567 shares; 2024Q4: 4,567 shares; 2025Q1: 4,561 shares; 2025Q2: 4,504 shares; 2025Q3: 4,506 shares; 2025Q4: 4,552 shares; 2026Q1: 4,565 shares 4,565 $3.86M 0.23% +13 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,745 shares; 2024Q4: 26,986 shares; 2025Q1: 27,205 shares; 2025Q2: 27,205 shares; 2025Q3: 27,205 shares; 2025Q4: 27,209 shares; 2026Q1: 27,209 shares 27,209 $3.78M 0.23% 0 Timeline XLF 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: 175,075 shares; 2024Q4: 172,456 shares; 2025Q1: 174,204 shares; 2025Q2: 174,299 shares; 2025Q3: 174,219 shares; 2025Q4: 175,721 shares; 2026Q1: 76,482 shares 76,482 $3.78M 0.23% -99,239 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,467 shares; 2024Q4: 82,468 shares; 2025Q1: 82,468 shares; 2025Q2: 63,969 shares; 2025Q3: 63,970 shares; 2025Q4: 63,970 shares; 2026Q1: 62,170 shares 62,170 $3.67M 0.22% -1,800 Timeline VOOV 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: 19,911 shares; 2024Q4: 19,307 shares; 2025Q1: 19,311 shares; 2025Q2: 20,103 shares; 2025Q3: 20,052 shares; 2025Q4: 19,480 shares; 2026Q1: 17,941 shares 17,941 $3.66M 0.22% -1,539 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,180 shares; 2024Q4: 169,842 shares; 2025Q1: 178,828 shares; 2025Q2: 176,814 shares; 2025Q3: 180,173 shares; 2025Q4: 184,543 shares; 2026Q1: 178,517 shares 178,517 $3.64M 0.22% -6,026 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,451 shares; 2024Q4: 214,200 shares; 2025Q1: 252,600 shares; 2025Q2: 253,600 shares; 2025Q3: 165,651 shares; 2025Q4: 163,651 shares; 2026Q1: 190,600 shares 190,600 $3.61M 0.22% +26,949 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: 11,423 shares; 2024Q4: 11,321 shares; 2025Q1: 10,599 shares; 2025Q2: 10,692 shares; 2025Q3: 10,926 shares; 2025Q4: 10,925 shares; 2026Q1: 10,953 shares 10,953 $3.6M 0.22% +28 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,000 shares; 2024Q4: 116,000 shares; 2025Q1: 115,350 shares; 2025Q2: 115,350 shares; 2025Q3: 115,350 shares; 2025Q4: 99,431 shares; 2026Q1: 123,350 shares 123,350 $3.6M 0.22% +23,919 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: 15,445 shares; 2024Q4: 15,449 shares; 2025Q1: 14,757 shares; 2025Q2: 14,256 shares; 2025Q3: 14,308 shares; 2025Q4: 14,691 shares; 2026Q1: 14,760 shares 14,760 $3.58M 0.22% +69 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,900 shares; 2025Q2: 204,800 shares; 2025Q3: 204,800 shares; 2025Q4: 204,800 shares; 2026Q1: 204,800 shares 204,800 $3.54M 0.21% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 146,653 shares; 2025Q2: 197,217 shares; 2025Q3: 196,887 shares; 2025Q4: 135,228 shares; 2026Q1: 100,247 shares 100,247 $3.49M 0.21% -34,981 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: 15,228 shares; 2024Q4: 15,228 shares; 2025Q1: 14,896 shares; 2025Q2: 14,899 shares; 2025Q3: 14,923 shares; 2025Q4: 14,912 shares; 2026Q1: 14,916 shares 14,916 $3.43M 0.21% +4 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 24,630 shares; 2026Q1: 32,088 shares 32,088 $3.42M 0.21% +7,458 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: 6,012 shares; 2024Q4: 6,012 shares; 2025Q1: 5,981 shares; 2025Q2: 5,909 shares; 2025Q3: 5,917 shares; 2025Q4: 6,200 shares; 2026Q1: 5,915 shares 5,915 $3.38M 0.21% -285 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,836 shares; 2024Q4: 48,773 shares; 2025Q1: 48,779 shares; 2025Q2: 49,615 shares; 2025Q3: 50,431 shares; 2025Q4: 50,998 shares; 2026Q1: 50,999 shares 50,999 $3.36M 0.2% +1 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: 17,034 shares; 2024Q4: 17,071 shares; 2025Q1: 17,071 shares; 2025Q2: 17,071 shares; 2025Q3: 17,147 shares; 2025Q4: 17,172 shares; 2026Q1: 17,182 shares 17,182 $3.34M 0.2% +10 Timeline FLTR 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: 82,660 shares; 2024Q4: 65,611 shares; 2025Q1: 64,621 shares; 2025Q2: 63,061 shares; 2025Q3: 65,687 shares; 2025Q4: 76,716 shares; 2026Q1: 129,365 shares 129,365 $3.3M 0.2% +52,649 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: 58,379 shares; 2024Q4: 57,030 shares; 2025Q1: 52,774 shares; 2025Q2: 52,403 shares; 2025Q3: 51,853 shares; 2025Q4: 50,475 shares; 2026Q1: 53,016 shares 53,016 $3.24M 0.2% +2,541 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,275 shares; 2024Q4: 92,725 shares; 2025Q1: 107,025 shares; 2025Q2: 134,025 shares; 2025Q3: 94,025 shares; 2025Q4: 94,025 shares; 2026Q1: 131,025 shares 131,025 $3.2M 0.19% +37,000 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 101,100 shares; 2025Q1: 102,950 shares; 2025Q2: 140,950 shares; 2025Q3: 170,950 shares; 2025Q4: 170,950 shares; 2026Q1: 170,950 shares 170,950 $3.17M 0.19% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,893 shares; 2024Q4: 234,093 shares; 2025Q1: 342,593 shares; 2025Q2: 351,448 shares; 2025Q3: 289,448 shares; 2025Q4: 304,448 shares; 2026Q1: 415,448 shares 415,448 $3.15M 0.19% +111,000 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 58,708 shares; 2026Q1: 67,358 shares 67,358 $3.12M 0.19% +8,650 Timeline VTV 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: 12,169 shares; 2024Q4: 12,297 shares; 2025Q1: 14,371 shares; 2025Q2: 14,642 shares; 2025Q3: 15,028 shares; 2025Q4: 14,826 shares; 2026Q1: 15,751 shares 15,751 $3.09M 0.19% +925 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,200 shares; 2024Q4: 49,200 shares; 2025Q1: 73,900 shares; 2025Q2: 72,400 shares; 2025Q3: 65,400 shares; 2025Q4: 46,400 shares; 2026Q1: 46,400 shares 46,400 $3.02M 0.18% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 8,987 shares; 2025Q1: 8,917 shares; 2025Q2: 8,917 shares; 2025Q3: 8,917 shares; 2025Q4: 8,922 shares; 2026Q1: 8,960 shares 8,960 $2.94M 0.18% +38 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR 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: 94,400 shares; 2025Q4: 210,518 shares; 2026Q1: 297,518 shares 297,518 $2.92M 0.18% +87,000 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: 7,978 shares; 2024Q4: 7,989 shares; 2025Q1: 11,789 shares; 2025Q2: 7,989 shares; 2025Q3: 7,989 shares; 2025Q4: 8,073 shares; 2026Q1: 8,101 shares 8,101 $2.9M 0.18% +28 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,000 shares; 2025Q2: 45,150 shares; 2025Q3: 45,150 shares; 2025Q4: 45,150 shares; 2026Q1: 48,150 shares 48,150 $2.87M 0.17% +3,000 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,000 shares; 2024Q4: 121,000 shares; 2025Q1: 166,000 shares; 2025Q2: 187,000 shares; 2025Q3: 187,000 shares; 2025Q4: 187,000 shares; 2026Q1: 187,000 shares 187,000 $2.86M 0.17% 0 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: 10,835 shares; 2024Q4: 11,190 shares; 2025Q1: 11,164 shares; 2025Q2: 11,001 shares; 2025Q3: 10,687 shares; 2025Q4: 21,295 shares; 2026Q1: 21,350 shares 21,350 $2.84M 0.17% +55 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,000 shares; 2025Q4: 10,011 shares; 2026Q1: 10,011 shares 10,011 $2.81M 0.17% 0 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,275 shares; 2024Q4: 51,275 shares; 2025Q1: 51,275 shares; 2025Q2: 51,275 shares; 2025Q3: 35,506 shares; 2025Q4: 35,506 shares; 2026Q1: 61,506 shares 61,506 $2.8M 0.17% +26,000 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,025 shares; 2024Q4: 175,025 shares; 2025Q1: 127,325 shares; 2025Q2: 82,325 shares; 2025Q3: 81,325 shares; 2025Q4: 69,325 shares; 2026Q1: 74,325 shares 74,325 $2.78M 0.17% +5,000 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,051 shares; 2025Q1: 16,022 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 16,022 shares; 2026Q1: 16,022 shares 16,022 $2.74M 0.17% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,613 shares; 2024Q4: 22,150 shares; 2025Q1: 21,550 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares; 2026Q1: 16,550 shares 16,550 $2.73M 0.17% -5,000 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING 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: 61,000 shares; 2026Q1: 97,000 shares 97,000 $2.71M 0.16% +36,000 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,484 shares; 2024Q4: 79,409 shares; 2025Q1: 79,409 shares; 2025Q2: 80,409 shares; 2025Q3: 76,409 shares; 2025Q4: 76,409 shares; 2026Q1: 76,409 shares 76,409 $2.71M 0.16% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,449 shares; 2025Q3: 5,676 shares; 2025Q4: 5,770 shares; 2026Q1: 29,673 shares 29,673 $2.68M 0.16% +23,903 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,150 shares; 2024Q4: 48,650 shares; 2025Q1: 50,650 shares; 2025Q2: 50,650 shares; 2025Q3: 50,650 shares; 2025Q4: 52,650 shares; 2026Q1: 53,500 shares 53,500 $2.67M 0.16% +850 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: 81,607 shares; 2024Q4: 80,250 shares; 2025Q1: 81,939 shares; 2025Q2: 77,864 shares; 2025Q3: 67,810 shares; 2025Q4: 60,331 shares; 2026Q1: 60,245 shares 60,245 $2.66M 0.16% -86 Timeline EML EASTERN CO More: the full row for EASTERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,921 shares; 2024Q4: 137,921 shares; 2025Q1: 137,921 shares; 2025Q2: 137,921 shares; 2025Q3: 137,921 shares; 2025Q4: 130,921 shares; 2026Q1: 130,521 shares 130,521 $2.64M 0.16% -400 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,231 shares; 2025Q1: 1,899 shares; 2025Q2: 28,485 shares; 2025Q3: 28,491 shares; 2025Q4: 28,496 shares; 2026Q1: 28,485 shares 28,485 $2.63M 0.16% -11 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 35,000 shares; 2025Q1: 44,800 shares; 2025Q2: 44,800 shares; 2025Q3: 44,800 shares; 2025Q4: 44,800 shares; 2026Q1: 44,800 shares 44,800 $2.63M 0.16% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 3,470 shares; 2025Q1: 8,225 shares; 2025Q2: 8,245 shares; 2025Q3: 8,271 shares; 2025Q4: 8,441 shares; 2026Q1: 8,851 shares 8,851 $2.61M 0.16% +410 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 23,434 shares; 2025Q1: 21,965 shares; 2025Q2: 21,950 shares; 2025Q3: 21,954 shares; 2025Q4: 21,982 shares; 2026Q1: 21,985 shares 21,985 $2.6M 0.16% +3 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,003 shares; 2024Q4: 18,004 shares; 2025Q1: 18,004 shares; 2025Q2: 18,005 shares; 2025Q3: 18,006 shares; 2025Q4: 18,510 shares; 2026Q1: 18,461 shares 18,461 $2.58M 0.16% -49 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: 25,500 shares; 2024Q4: 25,462 shares; 2025Q1: 25,683 shares; 2025Q2: 25,558 shares; 2025Q3: 27,461 shares; 2025Q4: 27,552 shares; 2026Q1: 27,672 shares 27,672 $2.57M 0.16% +120 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,075 shares; 2024Q4: 151,075 shares; 2025Q1: 166,075 shares; 2025Q2: 166,075 shares; 2025Q3: 166,075 shares; 2025Q4: 141,275 shares; 2026Q1: 103,075 shares 103,075 $2.57M 0.16% -38,200 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $2.55M 0.15% 0 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,775 shares; 2025Q1: 20,775 shares; 2025Q2: 20,775 shares; 2025Q3: 20,775 shares; 2025Q4: 20,775 shares; 2026Q1: 20,775 shares 20,775 $2.53M 0.15% 0 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 12,550 shares 12,550 $2.48M 0.15% +12,000 Timeline VBR 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: 13,623 shares; 2024Q4: 13,982 shares; 2025Q1: 12,386 shares; 2025Q2: 12,386 shares; 2025Q3: 11,950 shares; 2025Q4: 11,543 shares; 2026Q1: 11,436 shares 11,436 $2.48M 0.15% -107 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,662 shares; 2025Q1: 4,597 shares; 2025Q2: 4,591 shares; 2025Q3: 4,593 shares; 2025Q4: 4,603 shares; 2026Q1: 4,606 shares 4,606 $2.48M 0.15% +3 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,000 shares; 2025Q1: 94,000 shares; 2025Q2: 94,000 shares; 2025Q3: 99,000 shares; 2025Q4: 193,500 shares; 2026Q1: 248,000 shares 248,000 $2.47M 0.15% +54,500 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 37,620 shares; 2025Q2: 37,620 shares; 2025Q3: 37,810 shares; 2025Q4: 40,810 shares; 2026Q1: 135,054 shares 135,054 $2.45M 0.15% +94,244 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,601 shares; 2024Q4: 46,001 shares; 2025Q1: 45,801 shares; 2025Q2: 45,801 shares; 2025Q3: 34,801 shares; 2025Q4: 34,801 shares; 2026Q1: 52,700 shares 52,700 $2.45M 0.15% +17,899 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,400 shares; 2024Q4: 64,400 shares; 2025Q1: 64,400 shares; 2025Q2: 64,400 shares; 2025Q3: 64,400 shares; 2025Q4: 64,400 shares; 2026Q1: 54,400 shares 54,400 $2.44M 0.15% -10,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,745 shares; 2024Q4: 14,022 shares; 2025Q1: 14,683 shares; 2025Q2: 15,145 shares; 2025Q3: 15,971 shares; 2025Q4: 15,749 shares; 2026Q1: 16,494 shares 16,494 $2.44M 0.15% +745 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,186 shares; 2024Q4: 174,981 shares; 2025Q1: 174,981 shares; 2025Q2: 174,981 shares; 2025Q3: 175,081 shares; 2025Q4: 176,615 shares; 2026Q1: 168,020 shares 168,020 $2.42M 0.15% -8,595 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: 33,096 shares; 2024Q4: 28,622 shares; 2025Q1: 31,574 shares; 2025Q2: 31,598 shares; 2025Q3: 31,420 shares; 2025Q4: 30,876 shares; 2026Q1: 22,293 shares 22,293 $2.41M 0.15% -8,583 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: 10,945 shares; 2024Q4: 10,895 shares; 2025Q1: 9,703 shares; 2025Q2: 9,844 shares; 2025Q3: 10,086 shares; 2025Q4: 10,726 shares; 2026Q1: 10,663 shares 10,663 $2.41M 0.15% -63 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,550 shares; 2024Q4: 74,550 shares; 2025Q1: 74,550 shares; 2025Q2: 74,550 shares; 2025Q3: 74,550 shares; 2025Q4: 74,550 shares; 2026Q1: 99,550 shares 99,550 $2.39M 0.14% +25,000 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,000 shares; 2025Q2: 56,875 shares; 2025Q3: 168,130 shares; 2025Q4: 168,130 shares; 2026Q1: 197,330 shares 197,330 $2.33M 0.14% +29,200 Timeline ILCG 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: 28,017 shares; 2024Q4: 27,525 shares; 2025Q1: 25,325 shares; 2025Q2: 25,144 shares; 2025Q3: 24,694 shares; 2025Q4: 24,064 shares; 2026Q1: 24,064 shares 24,064 $2.3M 0.14% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,580 shares; 2024Q4: 8,693 shares; 2025Q1: 8,698 shares; 2025Q2: 8,648 shares; 2025Q3: 8,399 shares; 2025Q4: 8,294 shares; 2026Q1: 8,119 shares 8,119 $2.21M 0.13% -175 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,789 shares; 2024Q4: 25,757 shares; 2025Q1: 25,965 shares; 2025Q2: 26,110 shares; 2025Q3: 26,245 shares; 2025Q4: 26,508 shares; 2026Q1: 29,613 shares 29,613 $2.16M 0.13% +3,105 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,116 shares; 2025Q2: 8,109 shares; 2025Q3: 8,147 shares; 2025Q4: 8,147 shares; 2026Q1: 8,191 shares 8,191 $2.13M 0.13% +44 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $2.11M 0.13% 0 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 72,000 shares; 2025Q1: 197,500 shares; 2025Q2: 228,000 shares; 2025Q3: 172,000 shares; 2025Q4: 172,000 shares; 2026Q1: 207,144 shares 207,144 $2.1M 0.13% +35,144 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,600 shares; 2024Q4: 81,600 shares; 2025Q1: 90,600 shares; 2025Q2: 116,600 shares; 2025Q3: 117,100 shares; 2025Q4: 107,300 shares; 2026Q1: 127,550 shares 127,550 $2.09M 0.13% +20,250 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,932 shares; 2025Q1: 11,932 shares; 2025Q2: 11,432 shares; 2025Q3: 11,432 shares; 2025Q4: 11,446 shares; 2026Q1: 11,456 shares 11,456 $2.09M 0.13% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 30,849 shares; 2025Q1: 31,774 shares; 2025Q2: 35,781 shares; 2025Q3: 37,442 shares; 2025Q4: 38,025 shares; 2026Q1: 37,998 shares 37,998 $2.05M 0.12% -27 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares; 2025Q1: 92,000 shares; 2025Q2: 92,000 shares; 2025Q3: 92,000 shares; 2025Q4: 92,000 shares; 2026Q1: 92,000 shares 92,000 $2.03M 0.12% 0 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823,135 shares; 2024Q4: 833,264 shares; 2025Q1: 828,396 shares; 2025Q2: 828,541 shares; 2025Q3: 680,987 shares; 2025Q4: 556,190 shares; 2026Q1: 431,178 shares 431,178 $1.97M 0.12% -125,012 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,592 shares; 2025Q1: 2,511 shares; 2025Q2: 2,512 shares; 2025Q3: 2,545 shares; 2025Q4: 2,530 shares; 2026Q1: 2,803 shares 2,803 $1.96M 0.12% +273 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING 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: 28,000 shares; 2026Q1: 95,000 shares 95,000 $1.94M 0.12% +67,000 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 22,928 shares; 2025Q1: 22,542 shares; 2025Q2: 20,396 shares; 2025Q3: 20,020 shares; 2025Q4: 18,316 shares; 2026Q1: 20,041 shares 20,041 $1.93M 0.12% +1,725 Timeline IWM 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: 31,786 shares; 2024Q4: 31,562 shares; 2025Q1: 8,572 shares; 2025Q2: 7,731 shares; 2025Q3: 7,548 shares; 2025Q4: 7,596 shares; 2026Q1: 7,785 shares 7,785 $1.93M 0.12% +189 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,325 shares; 2024Q4: 59,325 shares; 2025Q1: 59,325 shares; 2025Q2: 59,325 shares; 2025Q3: 59,325 shares; 2025Q4: 59,325 shares; 2026Q1: 59,325 shares 59,325 $1.9M 0.12% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,000 shares 300,000 $1.9M 0.11% new Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER 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: 173,800 shares; 2025Q3: 173,800 shares; 2025Q4: 173,800 shares; 2026Q1: 237,800 shares 237,800 $1.9M 0.11% +64,000 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 57,000 shares; 2025Q1: 59,000 shares; 2025Q2: 59,000 shares; 2025Q3: 59,000 shares; 2025Q4: 59,000 shares; 2026Q1: 59,000 shares 59,000 $1.88M 0.11% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares; 2026Q1: 46,000 shares 46,000 $1.85M 0.11% 0 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 40,000 shares 40,000 $1.83M 0.11% +27,000 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,010 shares; 2024Q4: 81,510 shares; 2025Q1: 81,510 shares; 2025Q2: 81,510 shares; 2025Q3: 77,510 shares; 2025Q4: 77,510 shares; 2026Q1: 73,910 shares 73,910 $1.8M 0.11% -3,600 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 70,000 shares 70,000 $1.78M 0.11% new Timeline GENC GENCOR INDS INC More: the full row for GENCOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 117,000 shares 117,000 $1.75M 0.11% +101,000 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 33,500 shares 33,500 $1.75M 0.11% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY 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: 106,000 shares; 2026Q1: 275,000 shares 275,000 $1.74M 0.11% +169,000 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: 14,950 shares; 2024Q4: 14,549 shares; 2025Q1: 14,214 shares; 2025Q2: 12,608 shares; 2025Q3: 12,646 shares; 2025Q4: 12,949 shares; 2026Q1: 13,198 shares 13,198 $1.74M 0.11% +249 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 120,000 shares 120,000 $1.74M 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,688 shares; 2025Q4: 5,616 shares; 2026Q1: 5,602 shares 5,602 $1.69M 0.1% -14 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,776 shares; 2024Q4: 10,431 shares; 2025Q1: 10,186 shares; 2025Q2: 2,401 shares; 2025Q3: 2,331 shares; 2025Q4: 2,722 shares; 2026Q1: 13,187 shares 13,187 $1.69M 0.1% +10,465 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 61,020 shares; 2025Q4: 159,485 shares; 2026Q1: 190,091 shares 190,091 $1.68M 0.1% +30,606 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM 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: 29,000 shares; 2026Q1: 182,000 shares 182,000 $1.68M 0.1% +153,000 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,080 shares; 2024Q4: 15,295 shares; 2025Q1: 11,695 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 4,095 shares; 2026Q1: 124,095 shares 124,095 $1.68M 0.1% +120,000 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS 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: 235,000 shares 235,000 $1.66M 0.1% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,816 shares; 2025Q1: 5,820 shares; 2025Q2: 5,812 shares; 2025Q3: 5,816 shares; 2025Q4: 5,847 shares; 2026Q1: 5,856 shares 5,856 $1.64M 0.1% +9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,892 shares; 2024Q4: 35,411 shares; 2025Q1: 31,372 shares; 2025Q2: 29,596 shares; 2025Q3: 16,897 shares; 2025Q4: 17,049 shares; 2026Q1: 16,551 shares 16,551 $1.63M 0.1% -498 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 11,867 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 11,875 shares; 2025Q4: 12,017 shares; 2026Q1: 11,903 shares 11,903 $1.62M 0.1% -114 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,331 shares; 2024Q4: 31,105 shares; 2025Q1: 31,922 shares; 2025Q2: 30,806 shares; 2025Q3: 33,011 shares; 2025Q4: 33,237 shares; 2026Q1: 33,657 shares 33,657 $1.62M 0.1% +420 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 21,000 shares; 2025Q4: 28,405 shares; 2026Q1: 35,000 shares 35,000 $1.61M 0.1% +6,595 EFA 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: 17,959 shares; 2024Q4: 16,657 shares; 2025Q1: 16,654 shares; 2025Q2: 16,667 shares; 2025Q3: 16,292 shares; 2025Q4: 16,022 shares; 2026Q1: 16,412 shares 16,412 $1.59M 0.1% +390 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: 13,063 shares; 2024Q4: 13,031 shares; 2025Q1: 12,732 shares; 2025Q2: 9,332 shares; 2025Q3: 9,335 shares; 2025Q4: 9,571 shares; 2026Q1: 9,571 shares 9,571 $1.58M 0.1% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 10,793 shares; 2025Q1: 10,794 shares; 2025Q2: 10,096 shares; 2025Q3: 10,097 shares; 2025Q4: 10,127 shares; 2026Q1: 10,130 shares 10,130 $1.57M 0.1% +3 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $1.56M 0.09% new 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: 26,362 shares; 2024Q4: 26,853 shares; 2025Q1: 26,076 shares; 2025Q2: 25,414 shares; 2025Q3: 25,414 shares; 2025Q4: 25,564 shares; 2026Q1: 25,588 shares 25,588 $1.55M 0.09% +24 Timeline VNQ 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: 7,843 shares; 2024Q4: 10,597 shares; 2025Q1: 11,560 shares; 2025Q2: 12,613 shares; 2025Q3: 13,860 shares; 2025Q4: 15,276 shares; 2026Q1: 17,459 shares 17,459 $1.55M 0.09% +2,183 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,029 shares; 2025Q1: 6,084 shares; 2025Q2: 6,050 shares; 2025Q3: 6,154 shares; 2025Q4: 8,063 shares; 2026Q1: 8,064 shares 8,064 $1.55M 0.09% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,789 shares; 2024Q4: 15,503 shares; 2025Q1: 14,289 shares; 2025Q2: 14,814 shares; 2025Q3: 15,325 shares; 2025Q4: 15,538 shares; 2026Q1: 18,588 shares 18,588 $1.54M 0.09% +3,050 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE 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: 178,244 shares 178,244 $1.53M 0.09% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,925 shares; 2024Q4: 21,032 shares; 2025Q1: 21,144 shares; 2025Q2: 21,144 shares; 2025Q3: 21,144 shares; 2025Q4: 21,167 shares; 2026Q1: 21,167 shares 21,167 $1.52M 0.09% 0 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 55,142 shares; 2025Q1: 55,892 shares; 2025Q2: 63,892 shares; 2025Q3: 96,892 shares; 2025Q4: 96,892 shares; 2026Q1: 96,892 shares 96,892 $1.51M 0.09% 0 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,477 shares; 2025Q2: 1,472 shares; 2025Q3: 1,473 shares; 2025Q4: 15,125 shares; 2026Q1: 15,488 shares 15,488 $1.49M 0.09% +363 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly 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: 110,000 shares 110,000 $1.48M 0.09% new Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 61,965 shares; 2026Q1: 65,000 shares 65,000 $1.47M 0.09% +3,035 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: 6,941 shares; 2024Q4: 6,942 shares; 2025Q1: 6,942 shares; 2025Q2: 6,942 shares; 2025Q3: 6,517 shares; 2025Q4: 6,671 shares; 2026Q1: 7,581 shares 7,581 $1.46M 0.09% +910 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,387 shares; 2024Q4: 19,387 shares; 2025Q1: 19,387 shares; 2025Q2: 19,387 shares; 2025Q3: 19,387 shares; 2025Q4: 19,395 shares; 2026Q1: 19,395 shares 19,395 $1.44M 0.09% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,080 shares; 2024Q4: 52,312 shares; 2025Q1: 50,522 shares; 2025Q2: 50,563 shares; 2025Q3: 49,587 shares; 2025Q4: 49,468 shares; 2026Q1: 49,362 shares 49,362 $1.42M 0.09% -106 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,250 shares 151,250 $1.41M 0.09% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,751 shares; 2025Q1: 5,752 shares; 2025Q2: 5,714 shares; 2025Q3: 5,715 shares; 2025Q4: 5,716 shares; 2026Q1: 5,726 shares 5,726 $1.4M 0.08% +10 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 68,000 shares 68,000 $1.39M 0.08% +66,900 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: 55,008 shares; 2024Q4: 54,893 shares; 2025Q1: 54,896 shares; 2025Q2: 54,920 shares; 2025Q3: 55,097 shares; 2025Q4: 47,628 shares; 2026Q1: 47,881 shares 47,881 $1.39M 0.08% +253 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,715 shares; 2025Q2: 6,415 shares; 2025Q3: 6,415 shares; 2025Q4: 6,424 shares; 2026Q1: 6,425 shares 6,425 $1.33M 0.08% +1 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,000 shares; 2024Q4: 122,000 shares; 2025Q1: 122,000 shares; 2025Q2: 122,000 shares; 2025Q3: 122,000 shares; 2025Q4: 122,000 shares; 2026Q1: 122,000 shares 122,000 $1.33M 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,419 shares; 2025Q1: 3,633 shares; 2025Q2: 3,883 shares; 2025Q3: 3,892 shares; 2025Q4: 4,855 shares; 2026Q1: 5,044 shares 5,044 $1.32M 0.08% +189 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: 14,850 shares; 2024Q4: 14,750 shares; 2025Q1: 15,250 shares; 2025Q2: 15,253 shares; 2025Q3: 15,161 shares; 2025Q4: 16,394 shares; 2026Q1: 16,518 shares 16,518 $1.32M 0.08% +124 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly 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: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 35,800 shares 35,800 $1.3M 0.08% +4,800 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 51,500 shares; 2025Q1: 51,500 shares; 2025Q2: 51,500 shares; 2025Q3: 51,500 shares; 2025Q4: 51,500 shares; 2026Q1: 51,500 shares 51,500 $1.3M 0.08% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 16,780 shares; 2025Q1: 16,792 shares; 2025Q2: 16,805 shares; 2025Q3: 59,791 shares; 2025Q4: 61,791 shares; 2026Q1: 34,901 shares 34,901 $1.3M 0.08% -26,890 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 120,532 shares 120,532 $1.29M 0.08% +116,132 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,979 shares; 2025Q4: 16,032 shares; 2026Q1: 16,834 shares 16,834 $1.28M 0.08% +802 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 51,000 shares; 2026Q1: 62,000 shares 62,000 $1.28M 0.08% +11,000 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 37,950 shares; 2025Q1: 37,950 shares; 2025Q2: 37,950 shares; 2025Q3: 37,950 shares; 2025Q4: 37,950 shares; 2026Q1: 37,950 shares 37,950 $1.27M 0.08% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,575 shares; 2024Q4: 13,578 shares; 2025Q1: 14,681 shares; 2025Q2: 14,684 shares; 2025Q3: 14,687 shares; 2025Q4: 14,236 shares; 2026Q1: 14,236 shares 14,236 $1.25M 0.08% 0 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: 4,400 shares; 2024Q4: 3,800 shares; 2025Q1: 2,900 shares; 2025Q2: 2,400 shares; 2025Q3: 2,200 shares; 2025Q4: 1,307 shares; 2026Q1: 906 shares 906 $1.25M 0.08% -401 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,345 shares; 2024Q4: 429,312 shares; 2025Q1: 634,373 shares; 2025Q2: 418,373 shares; 2025Q3: 413,525 shares; 2025Q4: 418,525 shares; 2026Q1: 415,325 shares 415,325 $1.25M 0.08% -3,200 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,000 shares 148,000 $1.22M 0.07% new 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: 16,487 shares; 2024Q4: 16,558 shares; 2025Q1: 20,674 shares; 2025Q2: 18,491 shares; 2025Q3: 18,628 shares; 2025Q4: 18,638 shares; 2026Q1: 12,579 shares 12,579 $1.21M 0.07% -6,059 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 30,000 shares 30,000 $1.21M 0.07% new 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: 3,476 shares; 2024Q4: 4,179 shares; 2025Q1: 4,164 shares; 2025Q2: 4,259 shares; 2025Q3: 4,264 shares; 2025Q4: 4,352 shares; 2026Q1: 4,008 shares 4,008 $1.21M 0.07% -344 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: 7,503 shares; 2024Q4: 7,075 shares; 2025Q1: 6,820 shares; 2025Q2: 7,144 shares; 2025Q3: 7,482 shares; 2025Q4: 10,419 shares; 2026Q1: 10,486 shares 10,486 $1.19M 0.07% +67 Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,075 shares; 2024Q4: 32,075 shares; 2025Q1: 32,075 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares; 2026Q1: 32,075 shares 32,075 $1.18M 0.07% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 6,943 shares; 2025Q1: 6,938 shares; 2025Q2: 6,944 shares; 2025Q3: 6,952 shares; 2025Q4: 6,981 shares; 2026Q1: 7,012 shares 7,012 $1.15M 0.07% +31 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,013 shares; 2025Q4: 33,013 shares; 2026Q1: 33,013 shares 33,013 $1.15M 0.07% 0 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: 3,990 shares; 2024Q4: 4,147 shares; 2025Q1: 4,135 shares; 2025Q2: 4,134 shares; 2025Q3: 3,953 shares; 2025Q4: 4,005 shares; 2026Q1: 4,009 shares 4,009 $1.14M 0.07% +4 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223,942 shares; 2024Q4: 425,740 shares; 2025Q1: 489,940 shares; 2025Q2: 489,940 shares; 2025Q3: 1,387,853 shares; 2025Q4: 1,350,853 shares; 2026Q1: 1,435,853 shares 1,435,853 $1.13M 0.07% +85,000 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,574 shares; 2024Q4: 11,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $1.13M 0.07% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $1.11M 0.07% 0 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly 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: 83,000 shares; 2026Q1: 168,000 shares 168,000 $1.1M 0.07% +85,000 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,838 shares; 2025Q1: 9,838 shares; 2025Q2: 9,838 shares; 2025Q3: 9,906 shares; 2025Q4: 9,899 shares; 2026Q1: 9,830 shares 9,830 $1.08M 0.07% -69 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: 3,151 shares; 2024Q4: 3,067 shares; 2025Q1: 2,877 shares; 2025Q2: 3,062 shares; 2025Q3: 3,118 shares; 2025Q4: 3,108 shares; 2026Q1: 2,893 shares 2,893 $1.08M 0.07% -215 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $1.04M 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,670 shares; 2024Q4: 15,670 shares; 2025Q1: 12,495 shares; 2025Q2: 12,495 shares; 2025Q3: 12,061 shares; 2025Q4: 12,162 shares; 2026Q1: 12,149 shares 12,149 $1.04M 0.06% -13 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,622 shares; 2025Q3: 5,622 shares; 2025Q4: 5,642 shares; 2026Q1: 5,621 shares 5,621 $1.03M 0.06% -21 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $1.03M 0.06% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,095 shares; 2026Q1: 32,940 shares 32,940 $1.02M 0.06% +27,845 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 23,497 shares; 2025Q1: 18,385 shares; 2025Q2: 17,392 shares; 2025Q3: 17,406 shares; 2025Q4: 17,515 shares; 2026Q1: 17,559 shares 17,559 $1.01M 0.06% +44 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 406,000 shares 406,000 $1.01M 0.06% +395,000 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,437 shares; 2024Q4: 20,197 shares; 2025Q1: 20,299 shares; 2025Q2: 19,533 shares; 2025Q3: 18,798 shares; 2025Q4: 19,265 shares; 2026Q1: 19,356 shares 19,356 $1.01M 0.06% +91 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $1M 0.06% 0 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: 6,052 shares; 2024Q4: 6,014 shares; 2025Q1: 5,567 shares; 2025Q2: 5,515 shares; 2025Q3: 5,294 shares; 2025Q4: 5,273 shares; 2026Q1: 5,274 shares 5,274 $1000K 0.06% +1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,746 shares; 2025Q1: 4,746 shares; 2025Q2: 4,731 shares; 2025Q3: 4,734 shares; 2025Q4: 4,784 shares; 2026Q1: 4,799 shares 4,799 $999K 0.06% +15 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: 17,323 shares; 2024Q4: 17,344 shares; 2025Q1: 17,365 shares; 2025Q2: 14,083 shares; 2025Q3: 14,114 shares; 2025Q4: 14,890 shares; 2026Q1: 15,003 shares 15,003 $990K 0.06% +113 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $982K 0.06% 0 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: 5,473 shares; 2024Q4: 4,566 shares; 2025Q1: 4,025 shares; 2025Q2: 4,029 shares; 2025Q3: 4,059 shares; 2025Q4: 4,030 shares; 2026Q1: 5,149 shares 5,149 $961K 0.06% +1,119 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: 67,807 shares; 2024Q4: 69,772 shares; 2025Q1: 18,210 shares; 2025Q2: 15,711 shares; 2025Q3: 16,364 shares; 2025Q4: 16,337 shares; 2026Q1: 16,325 shares 16,325 $960K 0.06% -12 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,021 shares; 2026Q1: 4,020 shares 4,020 $958K 0.06% -1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,300 shares; 2024Q4: 46,800 shares; 2025Q1: 35,300 shares; 2025Q2: 35,823 shares; 2025Q3: 36,873 shares; 2025Q4: 15,956 shares; 2026Q1: 16,864 shares 16,864 $950K 0.06% +908 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: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares; 2026Q1: 9,660 shares 9,660 $939K 0.06% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,400 shares 4,400 $931K 0.06% -500 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,186 shares; 2024Q4: 157,186 shares; 2025Q1: 108,325 shares; 2025Q2: 108,325 shares; 2025Q3: 71,325 shares; 2025Q4: 71,325 shares; 2026Q1: 71,325 shares 71,325 $928K 0.06% 0 Timeline IJH 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: 14,940 shares; 2024Q4: 14,940 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,753 shares; 2025Q4: 13,740 shares; 2026Q1: 13,740 shares 13,740 $928K 0.06% 0 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE 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: 100,000 shares 100,000 $921K 0.06% new 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: 26,094 shares; 2024Q4: 21,278 shares; 2025Q1: 19,180 shares; 2025Q2: 18,237 shares; 2025Q3: 18,282 shares; 2025Q4: 18,265 shares; 2026Q1: 18,239 shares 18,239 $916K 0.06% -26 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 12,460 shares; 2025Q1: 12,460 shares; 2025Q2: 12,460 shares; 2025Q3: 12,460 shares; 2025Q4: 12,460 shares; 2026Q1: 10,700 shares 10,700 $914K 0.06% -1,760 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,007 shares; 2025Q1: 7,007 shares; 2025Q2: 7,007 shares; 2025Q3: 7,010 shares; 2025Q4: 6,913 shares; 2026Q1: 6,294 shares 6,294 $914K 0.06% -619 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,300 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 296,600 shares 296,600 $914K 0.06% +295,200 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 16,268 shares; 2025Q1: 16,268 shares; 2025Q2: 16,268 shares; 2025Q3: 16,272 shares; 2025Q4: 16,350 shares; 2026Q1: 16,347 shares 16,347 $912K 0.06% -3 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,775 shares; 2026Q1: 2,784 shares 2,784 $910K 0.06% +9 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 12,281 shares; 2025Q1: 12,338 shares; 2025Q2: 12,392 shares; 2025Q3: 12,460 shares; 2025Q4: 12,527 shares; 2026Q1: 12,578 shares 12,578 $910K 0.06% +51 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP 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: 32,000 shares 32,000 $910K 0.06% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,511 shares; 2024Q4: 36,652 shares; 2025Q1: 36,831 shares; 2025Q2: 35,020 shares; 2025Q3: 35,191 shares; 2025Q4: 33,334 shares; 2026Q1: 33,482 shares 33,482 $902K 0.05% +148 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,313 shares; 2024Q4: 69,313 shares; 2025Q1: 69,313 shares; 2025Q2: 69,313 shares; 2025Q3: 69,313 shares; 2025Q4: 69,313 shares; 2026Q1: 61,913 shares 61,913 $901K 0.05% -7,400 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 5,047 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares; 2025Q3: 4,859 shares; 2025Q4: 4,878 shares; 2026Q1: 4,888 shares 4,888 $901K 0.05% +10 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,475 shares; 2025Q1: 2,353 shares; 2025Q2: 2,473 shares; 2025Q3: 2,594 shares; 2025Q4: 2,646 shares; 2026Q1: 2,624 shares 2,624 $900K 0.05% -22 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 23,200 shares; 2025Q1: 23,200 shares; 2025Q2: 23,200 shares; 2025Q3: 23,200 shares; 2025Q4: 23,200 shares; 2026Q1: 23,200 shares 23,200 $894K 0.05% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,225 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 13,100 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $890K 0.05% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares; 2026Q1: 4,686 shares 4,686 $888K 0.05% 0 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING 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: 124,000 shares 124,000 $885K 0.05% new 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: 919 shares; 2024Q4: 1,033 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 981 shares; 2025Q4: 997 shares; 2026Q1: 1,010 shares 1,010 $882K 0.05% +13 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 9,210 shares 9,210 $882K 0.05% +7,660 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,610 shares; 2024Q4: 141,000 shares; 2025Q1: 141,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 236,000 shares 236,000 $880K 0.05% +201,000 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $876K 0.05% 0 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,000 shares 57,000 $876K 0.05% new Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC 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: 58,000 shares 58,000 $874K 0.05% new Timeline OOMA OOMA INC More: the full row for OOMA 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: 60,000 shares 60,000 $873K 0.05% new Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $872K 0.05% new Timeline HFFG HF FOODS GROUP INC More: the full row for HF FOODS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,000 shares; 2026Q1: 466,000 shares 466,000 $862K 0.05% +438,000 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,000 shares 22,000 $862K 0.05% new Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL 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: 60,000 shares 60,000 $859K 0.05% new 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: 2,245 shares; 2024Q4: 4,790 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 5,090 shares; 2025Q4: 5,132 shares; 2026Q1: 5,329 shares 5,329 $854K 0.05% +197 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $853K 0.05% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 5,781 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,791 shares; 2025Q4: 5,809 shares; 2026Q1: 5,812 shares 5,812 $850K 0.05% +3 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,000 shares 17,000 $850K 0.05% new 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: 1,331 shares; 2024Q4: 1,325 shares; 2025Q1: 1,505 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $850K 0.05% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 7,890 shares; 2025Q1: 7,856 shares; 2025Q2: 7,256 shares; 2025Q3: 7,260 shares; 2025Q4: 7,289 shares; 2026Q1: 7,289 shares 7,289 $844K 0.05% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,440 shares 3,440 $843K 0.05% new Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly 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: 22,000 shares 22,000 $840K 0.05% new Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 827 shares; 2025Q4: 11,048 shares; 2026Q1: 11,069 shares 11,069 $832K 0.05% +21 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,000 shares 82,000 $825K 0.05% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 7,835 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,100 shares 3,100 $823K 0.05% -400 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,250 shares; 2025Q1: 8,296 shares; 2025Q2: 8,370 shares; 2025Q3: 7,881 shares; 2025Q4: 7,971 shares; 2026Q1: 11,956 shares 11,956 $822K 0.05% +3,985 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: 19,598 shares; 2024Q4: 20,736 shares; 2025Q1: 20,793 shares; 2025Q2: 20,853 shares; 2025Q3: 20,916 shares; 2025Q4: 17,405 shares; 2026Q1: 21,705 shares 21,705 $821K 0.05% +4,300 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,031 shares; 2024Q4: 16,410 shares; 2025Q1: 16,474 shares; 2025Q2: 16,539 shares; 2025Q3: 16,605 shares; 2025Q4: 16,683 shares; 2026Q1: 16,734 shares 16,734 $820K 0.05% +51 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: 5,610 shares; 2024Q4: 6,430 shares; 2025Q1: 5,885 shares; 2025Q2: 5,980 shares; 2025Q3: 6,053 shares; 2025Q4: 5,863 shares; 2026Q1: 5,562 shares 5,562 $814K 0.05% -301 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: 9,850 shares; 2024Q4: 8,885 shares; 2025Q1: 8,891 shares; 2025Q2: 8,366 shares; 2025Q3: 8,372 shares; 2025Q4: 8,385 shares; 2026Q1: 8,423 shares 8,423 $813K 0.05% +38 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: 1,480 shares; 2024Q4: 1,433 shares; 2025Q1: 1,437 shares; 2025Q2: 1,867 shares; 2025Q3: 1,886 shares; 2025Q4: 2,176 shares; 2026Q1: 2,602 shares 2,602 $805K 0.05% +426 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: 17,166 shares; 2024Q4: 17,066 shares; 2025Q1: 17,066 shares; 2025Q2: 17,066 shares; 2025Q3: 17,066 shares; 2025Q4: 17,066 shares; 2026Q1: 17,085 shares 17,085 $803K 0.05% +19 Timeline DHX DHI GROUP INC More: the full row for DHI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,000 shares 285,000 $801K 0.05% new Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED 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: 34,000 shares 34,000 $796K 0.05% new Timeline DLHC DLH HLDGS CORP More: the full row for DLH HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,000 shares 135,000 $786K 0.05% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $784K 0.05% 0 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: 7,216 shares; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 7,004 shares; 2025Q3: 6,761 shares; 2025Q4: 4,782 shares; 2026Q1: 4,747 shares 4,747 $781K 0.05% -35 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,398 shares; 2025Q4: 2,408 shares; 2026Q1: 2,169 shares 2,169 $778K 0.05% -239 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,060 shares; 2024Q4: 26,949 shares; 2025Q1: 27,771 shares; 2025Q2: 24,141 shares; 2025Q3: 26,177 shares; 2025Q4: 26,719 shares; 2026Q1: 25,247 shares 25,247 $765K 0.05% -1,472 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP 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: 70,000 shares 70,000 $763K 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,478 shares; 2025Q1: 8,483 shares; 2025Q2: 7,633 shares; 2025Q3: 7,603 shares; 2025Q4: 7,331 shares; 2026Q1: 7,336 shares 7,336 $760K 0.05% +5 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,427 shares; 2024Q4: 14,103 shares; 2025Q1: 14,103 shares; 2025Q2: 14,104 shares; 2025Q3: 14,104 shares; 2025Q4: 14,139 shares; 2026Q1: 14,105 shares 14,105 $760K 0.05% -34 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 165 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 245 shares; 2025Q4: 45 shares; 2026Q1: 15,045 shares 15,045 $755K 0.05% +15,000 Timeline RSSS RESEARCH SOLUTIONS INC More: the full row for RESEARCH SOLUTIONS 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: 333,518 shares 333,518 $754K 0.05% new Timeline SDY 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 5,063 shares; 2026Q1: 5,063 shares 5,063 $739K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,101 shares; 2025Q1: 4,801 shares; 2025Q2: 2,280 shares; 2025Q3: 2,284 shares; 2025Q4: 2,311 shares; 2026Q1: 2,318 shares 2,318 $737K 0.04% +7 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: 9,784 shares; 2024Q4: 29,352 shares; 2025Q1: 29,352 shares; 2025Q2: 29,352 shares; 2025Q3: 29,352 shares; 2025Q4: 29,352 shares; 2026Q1: 29,352 shares 29,352 $737K 0.04% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,199 shares; 2024Q4: 13,751 shares; 2025Q1: 13,753 shares; 2025Q2: 13,455 shares; 2025Q3: 13,456 shares; 2025Q4: 13,458 shares; 2026Q1: 13,460 shares 13,460 $734K 0.04% +2 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 10,975 shares; 2025Q1: 10,975 shares; 2025Q2: 10,975 shares; 2025Q3: 10,975 shares; 2025Q4: 10,975 shares; 2026Q1: 10,975 shares 10,975 $729K 0.04% 0 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: 52,080 shares; 2024Q4: 52,450 shares; 2025Q1: 53,604 shares; 2025Q2: 50,110 shares; 2025Q3: 50,473 shares; 2025Q4: 47,965 shares; 2026Q1: 49,061 shares 49,061 $725K 0.04% +1,096 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,475 shares; 2024Q4: 175,475 shares; 2025Q1: 259,475 shares; 2025Q2: 87,000 shares; 2025Q3: 66,000 shares; 2025Q4: 66,000 shares; 2026Q1: 66,000 shares 66,000 $713K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,441 shares; 2025Q1: 4,417 shares; 2025Q2: 4,312 shares; 2025Q3: 4,318 shares; 2025Q4: 4,403 shares; 2026Q1: 4,438 shares 4,438 $709K 0.04% +35 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 15,980 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $707K 0.04% 0 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: 12,172 shares; 2026Q1: 12,174 shares 12,174 $694K 0.04% +2 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,392 shares; 2025Q1: 7,392 shares; 2025Q2: 7,392 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares; 2026Q1: 7,392 shares 7,392 $688K 0.04% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,932 shares; 2025Q1: 3,624 shares; 2025Q2: 3,643 shares; 2025Q3: 3,655 shares; 2025Q4: 3,671 shares; 2026Q1: 7,257 shares 7,257 $684K 0.04% +3,586 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,358 shares; 2025Q1: 1,627 shares; 2025Q2: 2,269 shares; 2025Q3: 2,270 shares; 2025Q4: 2,275 shares; 2026Q1: 2,277 shares 2,277 $654K 0.04% +2 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK 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: 65,000 shares 65,000 $649K 0.04% new Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,000 shares 17,000 $642K 0.04% new 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: 1,127 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,842 shares; 2025Q4: 1,903 shares; 2026Q1: 1,877 shares 1,877 $634K 0.04% -26 Timeline RSVR RESERVOIR MEDIA INC More: the full row for RESERVOIR MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 64,000 shares 64,000 $627K 0.04% +25,000 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT 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: 27,000 shares 27,000 $610K 0.04% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 12,600 shares; 2025Q1: 10,998 shares; 2025Q2: 10,497 shares; 2025Q3: 10,243 shares; 2025Q4: 10,387 shares; 2026Q1: 10,717 shares 10,717 $609K 0.04% +330 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $606K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,508 shares; 2025Q3: 2,512 shares; 2025Q4: 2,554 shares; 2026Q1: 2,565 shares 2,565 $606K 0.04% +11 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,570 shares; 2025Q1: 11,570 shares; 2025Q2: 11,570 shares; 2025Q3: 11,570 shares; 2025Q4: 12,156 shares; 2026Q1: 12,156 shares 12,156 $598K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,088 shares; 2025Q1: 1,101 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,334 shares; 2026Q1: 1,360 shares 1,360 $594K 0.04% +26 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,264 shares; 2024Q4: 5,394 shares; 2025Q1: 4,747 shares; 2025Q2: 4,746 shares; 2025Q3: 4,749 shares; 2025Q4: 4,688 shares; 2026Q1: 4,689 shares 4,689 $583K 0.04% +1 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,804 shares; 2024Q4: 7,806 shares; 2025Q1: 38,266 shares; 2025Q2: 47,065 shares; 2025Q3: 47,065 shares; 2025Q4: 27,370 shares; 2026Q1: 6,807 shares 6,807 $575K 0.03% -20,563 Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $568K 0.03% 0 Timeline STRR STAR EQUITY HOLDINGS INC More: the full row for STAR EQUITY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000 $565K 0.03% new Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000 $565K 0.03% new 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: 4,361 shares; 2024Q4: 3,701 shares; 2025Q1: 3,583 shares; 2025Q2: 2,773 shares; 2025Q3: 2,789 shares; 2025Q4: 2,833 shares; 2026Q1: 2,809 shares 2,809 $559K 0.03% -24 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 13,400 shares; 2025Q1: 6,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 3,000 shares 3,000 $553K 0.03% -1,300 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 6,882 shares; 2025Q1: 6,882 shares; 2025Q2: 6,852 shares; 2025Q3: 6,852 shares; 2025Q4: 6,895 shares; 2026Q1: 6,883 shares 6,883 $551K 0.03% -12 Timeline CREX CREATIVE REALITIES INC More: the full row for CREATIVE REALITIES 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: 160,000 shares 160,000 $550K 0.03% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 13,902 shares; 2025Q1: 13,911 shares; 2025Q2: 13,924 shares; 2025Q3: 13,938 shares; 2025Q4: 13,452 shares; 2026Q1: 12,403 shares 12,403 $550K 0.03% -1,049 Timeline XLE 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: 7,704 shares; 2024Q4: 10,050 shares; 2025Q1: 8,758 shares; 2025Q2: 5,791 shares; 2025Q3: 2,894 shares; 2025Q4: 5,795 shares; 2026Q1: 8,868 shares 8,868 $543K 0.03% +3,073 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 12,993 shares; 2025Q1: 11,862 shares; 2025Q2: 11,625 shares; 2025Q3: 11,079 shares; 2025Q4: 11,112 shares; 2026Q1: 11,210 shares 11,210 $542K 0.03% +98 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 15,000 shares 15,000 $542K 0.03% new Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $538K 0.03% new Timeline IBEX IBEX LTD More: the full row for IBEX 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: 20,000 shares 20,000 $536K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,047 shares; 2025Q1: 3,035 shares; 2025Q2: 3,037 shares; 2025Q3: 3,043 shares; 2025Q4: 3,064 shares; 2026Q1: 2,550 shares 2,550 $533K 0.03% -514 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 7,190 shares; 2025Q1: 6,814 shares; 2025Q2: 7,267 shares; 2025Q3: 5,883 shares; 2025Q4: 6,329 shares; 2026Q1: 6,425 shares 6,425 $527K 0.03% +96 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,227 shares; 2026Q1: 1,218 shares 1,218 $527K 0.03% -9 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,726 shares; 2025Q1: 2,236 shares; 2025Q2: 2,260 shares; 2025Q3: 2,284 shares; 2025Q4: 5,274 shares; 2026Q1: 7,986 shares 7,986 $525K 0.03% +2,712 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly 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: 22,000 shares 22,000 $522K 0.03% new 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: 9,363 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,434 shares; 2026Q1: 9,443 shares 9,443 $521K 0.03% +9 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: 4,674 shares; 2024Q4: 4,678 shares; 2025Q1: 3,186 shares; 2025Q2: 2,653 shares; 2025Q3: 2,661 shares; 2025Q4: 2,669 shares; 2026Q1: 2,858 shares 2,858 $521K 0.03% +189 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: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,651 shares; 2026Q1: 2,614 shares 2,614 $518K 0.03% -37 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $511K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,769 shares; 2025Q1: 3,769 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,859 shares; 2026Q1: 3,859 shares 3,859 $510K 0.03% 0 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,380 shares; 2024Q4: 60,380 shares; 2025Q1: 60,460 shares; 2025Q2: 60,460 shares; 2025Q3: 60,460 shares; 2025Q4: 60,460 shares; 2026Q1: 60,520 shares 60,520 $504K 0.03% +60 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE 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: 125,586 shares 125,586 $500K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 3,875 shares; 2025Q1: 19,703 shares; 2025Q2: 20,154 shares; 2025Q3: 2,825 shares; 2025Q4: 2,829 shares; 2026Q1: 3,408 shares 3,408 $500K 0.03% +579 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 128,883 shares 128,883 $495K 0.03% +123,883 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: 4,853 shares; 2024Q4: 1,845 shares; 2025Q1: 1,751 shares; 2025Q2: 1,693 shares; 2025Q3: 1,744 shares; 2025Q4: 1,821 shares; 2026Q1: 1,816 shares 1,816 $491K 0.03% -5 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: 578 shares; 2024Q4: 578 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 566 shares; 2025Q4: 513 shares; 2026Q1: 508 shares 508 $489K 0.03% -5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 1,740 shares; 2026Q1: 1,826 shares 1,826 $487K 0.03% +86 Timeline FSI FLEXIBLE SOLUTIONS INTL INC More: the full row for FLEXIBLE SOLUTIONS INTL 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: 90,000 shares 90,000 $486K 0.03% new Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,432 shares; 2024Q4: 354,809 shares; 2025Q1: 320,390 shares; 2025Q2: 276,642 shares; 2025Q3: 127,907 shares; 2025Q4: 295 shares; 2026Q1: 61,295 shares 61,295 $482K 0.03% +61,000 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,129 shares; 2025Q1: 5,129 shares; 2025Q2: 10,258 shares; 2025Q3: 10,258 shares; 2025Q4: 10,362 shares; 2026Q1: 10,371 shares 10,371 $481K 0.03% +9 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $479K 0.03% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,631 shares; 2024Q4: 94,631 shares; 2025Q1: 94,631 shares; 2025Q2: 94,631 shares; 2025Q3: 94,631 shares; 2025Q4: 94,631 shares; 2026Q1: 94,631 shares 94,631 $477K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,190 shares; 2025Q3: 3,427 shares; 2025Q4: 3,467 shares; 2026Q1: 3,571 shares 3,571 $468K 0.03% +104 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,028 shares; 2024Q4: 18,028 shares; 2025Q1: 18,028 shares; 2025Q2: 18,028 shares; 2025Q3: 18,028 shares; 2025Q4: 18,125 shares; 2026Q1: 18,125 shares 18,125 $462K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,276 shares; 2025Q1: 4,310 shares; 2025Q2: 4,413 shares; 2025Q3: 4,608 shares; 2025Q4: 9,198 shares; 2026Q1: 9,154 shares 9,154 $457K 0.03% -44 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,534 shares; 2024Q4: 15,731 shares; 2025Q1: 15,934 shares; 2025Q2: 13,631 shares; 2025Q3: 17,685 shares; 2025Q4: 17,230 shares; 2026Q1: 17,507 shares 17,507 $453K 0.03% +277 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: 8,358 shares; 2024Q4: 8,358 shares; 2025Q1: 5,400 shares; 2025Q2: 4,843 shares; 2025Q3: 4,815 shares; 2025Q4: 4,827 shares; 2026Q1: 4,840 shares 4,840 $450K 0.03% +13 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,710 shares 3,710 $443K 0.03% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 12,280 shares; 2025Q1: 11,680 shares; 2025Q2: 9,145 shares; 2025Q3: 9,035 shares; 2025Q4: 8,235 shares; 2026Q1: 8,235 shares 8,235 $443K 0.03% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 815 shares; 2025Q1: 2,237 shares; 2025Q2: 2,260 shares; 2025Q3: 2,283 shares; 2025Q4: 6,909 shares; 2026Q1: 7,463 shares 7,463 $437K 0.03% +554 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $437K 0.03% 0 Timeline CRWS CROWN CRAFTS INC More: the full row for CROWN CRAFTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,878 shares; 2024Q4: 336,916 shares; 2025Q1: 336,958 shares; 2025Q2: 175,463 shares; 2025Q3: 173,000 shares; 2025Q4: 173,000 shares; 2026Q1: 169,000 shares 169,000 $435K 0.03% -4,000 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 20,250 shares; 2025Q1: 20,250 shares; 2025Q2: 20,250 shares; 2025Q3: 20,250 shares; 2025Q4: 9,000 shares; 2026Q1: 11,500 shares 11,500 $435K 0.03% +2,500 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: 1,833 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,317 shares; 2025Q3: 2,320 shares; 2025Q4: 2,257 shares; 2026Q1: 2,283 shares 2,283 $433K 0.03% +26 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,365 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares; 2025Q4: 1,352 shares; 2026Q1: 1,337 shares 1,337 $432K 0.03% -15 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,252 shares; 2025Q1: 4,253 shares; 2025Q2: 4,219 shares; 2025Q3: 4,146 shares; 2025Q4: 5,399 shares; 2026Q1: 5,169 shares 5,169 $427K 0.03% -230 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,325 shares; 2025Q1: 2,115 shares; 2025Q2: 4,019 shares; 2025Q3: 4,025 shares; 2025Q4: 4,155 shares; 2026Q1: 4,251 shares 4,251 $426K 0.03% +96 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $418K 0.03% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 4,303 shares; 2025Q1: 4,305 shares; 2025Q2: 4,307 shares; 2025Q3: 4,309 shares; 2025Q4: 4,310 shares; 2026Q1: 4,312 shares 4,312 $418K 0.03% +2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,336 shares; 2025Q3: 2,882 shares; 2025Q4: 3,254 shares; 2026Q1: 3,749 shares 3,749 $414K 0.03% +495 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,251 shares; 2025Q1: 1,244 shares; 2025Q2: 1,227 shares; 2025Q3: 1,229 shares; 2025Q4: 1,227 shares; 2026Q1: 1,228 shares 1,228 $404K 0.02% +1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 2,041 shares; 2026Q1: 1,972 shares 1,972 $401K 0.02% -69 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 14,629 shares; 2025Q1: 13,842 shares; 2025Q2: 11,342 shares; 2025Q3: 11,342 shares; 2025Q4: 8,633 shares; 2026Q1: 8,693 shares 8,693 $400K 0.02% +60 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $390K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,917 shares; 2025Q3: 5,917 shares; 2025Q4: 5,718 shares; 2026Q1: 5,720 shares 5,720 $382K 0.02% +2 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,719 shares; 2025Q1: 1,723 shares; 2025Q2: 1,728 shares; 2025Q3: 1,734 shares; 2025Q4: 1,380 shares; 2026Q1: 1,525 shares 1,525 $382K 0.02% +145 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,006 shares; 2025Q2: 2,014 shares; 2025Q3: 2,025 shares; 2025Q4: 2,070 shares; 2026Q1: 3,387 shares 3,387 $377K 0.02% +1,317 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: 381 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 2,075 shares; 2025Q3: 2,681 shares; 2025Q4: 3,481 shares; 2026Q1: 4,281 shares 4,281 $377K 0.02% +800 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,105 shares; 2026Q1: 6,105 shares 6,105 $376K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 3,774 shares; 2026Q1: 2,739 shares 2,739 $373K 0.02% -1,035 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,086 shares; 2026Q1: 15,000 shares 15,000 $371K 0.02% -9,086 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares 5,349 $370K 0.02% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 5,471 shares; 2025Q2: 5,471 shares; 2025Q3: 6,021 shares; 2025Q4: 8,682 shares; 2026Q1: 8,682 shares 8,682 $367K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 4,985 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,754 shares; 2025Q4: 2,796 shares; 2026Q1: 2,784 shares 2,784 $365K 0.02% -12 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,587 shares; 2026Q1: 1,897 shares 1,897 $354K 0.02% +310 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,904 shares; 2025Q3: 2,912 shares; 2025Q4: 2,953 shares; 2026Q1: 2,975 shares 2,975 $353K 0.02% +22 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 17,981 shares; 2025Q1: 25,561 shares; 2025Q2: 9,361 shares; 2025Q3: 8,890 shares; 2025Q4: 8,546 shares; 2026Q1: 8,542 shares 8,542 $351K 0.02% -4 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 23,490 shares; 2025Q1: 22,011 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares; 2026Q1: 8,125 shares 8,125 $345K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 1,992 shares; 2026Q1: 1,999 shares 1,999 $345K 0.02% +7 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,283 shares; 2025Q1: 3,170 shares; 2025Q2: 3,193 shares; 2025Q3: 3,448 shares; 2025Q4: 6,087 shares; 2026Q1: 7,477 shares 7,477 $343K 0.02% +1,390 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $339K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,508 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,536 shares; 2026Q1: 3,468 shares 3,468 $339K 0.02% -68 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $334K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,268 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,270 shares; 2025Q4: 3,286 shares; 2026Q1: 2,912 shares 2,912 $330K 0.02% -374 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 593 shares; 2025Q1: 598 shares; 2025Q2: 1,460 shares; 2025Q3: 2,692 shares; 2025Q4: 9,250 shares; 2026Q1: 6,593 shares 6,593 $328K 0.02% -2,657 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,389 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,417 shares; 2026Q1: 2,425 shares 2,425 $328K 0.02% +8 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $325K 0.02% 0 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: 5,674 shares; 2024Q4: 5,360 shares; 2025Q1: 4,960 shares; 2025Q2: 4,460 shares; 2025Q3: 4,467 shares; 2025Q4: 4,166 shares; 2026Q1: 3,872 shares 3,872 $317K 0.02% -294 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS 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: 16,000 shares 16,000 $313K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 525 shares; 2026Q1: 675 shares 675 $313K 0.02% +150 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 587 shares; 2025Q4: 589 shares; 2026Q1: 562 shares 562 $309K 0.02% -27 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,241 shares; 2024Q4: 14,624 shares; 2025Q1: 5,219 shares; 2025Q2: 5,225 shares; 2025Q3: 4,270 shares; 2025Q4: 4,278 shares; 2026Q1: 4,295 shares 4,295 $308K 0.02% +17 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $307K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,615 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 8,615 shares; 2026Q1: 8,615 shares 8,615 $306K 0.02% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $304K 0.02% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 13,701 shares; 2025Q1: 13,235 shares; 2025Q2: 12,260 shares; 2025Q3: 12,284 shares; 2025Q4: 12,309 shares; 2026Q1: 12,333 shares 12,333 $303K 0.02% +24 Timeline ITOT 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: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 2,098 shares 2,098 $299K 0.02% +1,100 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $298K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $293K 0.02% 0 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,004 shares 30,004 $291K 0.02% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,658 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $285K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,154 shares; 2025Q1: 4,941 shares; 2025Q2: 4,941 shares; 2025Q3: 6,168 shares; 2025Q4: 6,088 shares; 2026Q1: 6,088 shares 6,088 $285K 0.02% 0 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: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,104 shares; 2026Q1: 2,108 shares 2,108 $285K 0.02% +4 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares 3,735 $278K 0.02% 0 Timeline SCHY 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: 4,863 shares; 2025Q4: 4,916 shares; 2026Q1: 8,730 shares 8,730 $276K 0.02% +3,814 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 11,385 shares; 2025Q3: 11,385 shares; 2025Q4: 11,385 shares; 2026Q1: 11,428 shares 11,428 $272K 0.02% +43 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,285 shares; 2025Q1: 8,285 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,297 shares; 2026Q1: 8,285 shares 8,285 $271K 0.02% -12 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,321 shares; 2025Q1: 9,593 shares; 2025Q2: 5,488 shares; 2025Q3: 5,488 shares; 2025Q4: 5,543 shares; 2026Q1: 5,544 shares 5,544 $270K 0.02% +1 Timeline IAI 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $270K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 2,563 shares; 2025Q1: 2,564 shares; 2025Q2: 2,615 shares; 2025Q3: 2,575 shares; 2025Q4: 2,631 shares; 2026Q1: 2,648 shares 2,648 $262K 0.02% +17 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: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,590 shares; 2026Q1: 5,936 shares 5,936 $260K 0.02% +3,346 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: 4,451 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,978 shares; 2025Q4: 3,009 shares; 2026Q1: 2,995 shares 2,995 $260K 0.02% -14 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,375 shares; 2025Q1: 1,579 shares; 2025Q2: 1,549 shares; 2025Q3: 1,482 shares; 2025Q4: 1,484 shares; 2026Q1: 1,485 shares 1,485 $257K 0.02% +1 Timeline IUSV 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: 711 shares; 2025Q2: 2,485 shares; 2025Q3: 2,486 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares 2,488 $254K 0.02% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,994 shares; 2024Q4: 179,006 shares; 2025Q1: 18,000 shares; 2025Q2: 18,013 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $254K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 4,677 shares; 2025Q1: 4,678 shares; 2025Q2: 4,679 shares; 2025Q3: 4,680 shares; 2025Q4: 4,681 shares; 2026Q1: 4,682 shares 4,682 $253K 0.02% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $253K 0.02% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,460 shares; 2026Q1: 2,460 shares 2,460 $249K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 10 shares; 2025Q1: 422 shares; 2025Q2: 1,045 shares; 2025Q3: 944 shares; 2025Q4: 973 shares; 2026Q1: 984 shares 984 $247K 0.01% +11 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 723 shares; 2025Q3: 755 shares; 2025Q4: 696 shares; 2026Q1: 727 shares 727 $246K 0.01% +31 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: 1,900 shares; 2024Q4: 2,328 shares; 2025Q1: 2,599 shares; 2025Q2: 2,849 shares; 2025Q3: 4,315 shares; 2025Q4: 6,000 shares; 2026Q1: 6,340 shares 6,340 $244K 0.01% +340 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 2,686 shares; 2026Q1: 2,686 shares 2,686 $241K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,981 shares; 2025Q1: 1,986 shares; 2025Q2: 1,990 shares; 2025Q3: 1,995 shares; 2025Q4: 1,954 shares; 2026Q1: 2,149 shares 2,149 $241K 0.01% +195 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,284 shares; 2025Q1: 2,286 shares; 2025Q2: 2,288 shares; 2025Q3: 2,175 shares; 2025Q4: 2,177 shares; 2026Q1: 2,180 shares 2,180 $239K 0.01% +3 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: not reported; 2026Q1: 4,189 shares 4,189 $239K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,845 shares; 2026Q1: 3,837 shares 3,837 $237K 0.01% -8 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 567 shares 567 $236K 0.01% +6 Timeline VBK 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 775 shares 775 $234K 0.01% +1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,968 shares; 2025Q1: 11,968 shares; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,905 shares; 2026Q1: 12,156 shares 12,156 $234K 0.01% +251 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 756 shares; 2026Q1: 873 shares 873 $232K 0.01% +117 Timeline SMH 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: 136 shares; 2025Q1: 399 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 603 shares 603 $231K 0.01% +405 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,291 shares; 2026Q1: 3,291 shares 3,291 $231K 0.01% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $231K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,347 shares 1,347 $227K 0.01% +84 Timeline SCHA 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: 4,187 shares; 2024Q4: 8,385 shares; 2025Q1: 7,651 shares; 2025Q2: 7,976 shares; 2025Q3: 7,982 shares; 2025Q4: 7,989 shares; 2026Q1: 7,744 shares 7,744 $225K 0.01% -245 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 8,363 shares 8,363 $222K 0.01% 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: 1,391 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,360 shares; 2025Q3: 1,376 shares; 2025Q4: 1,426 shares; 2026Q1: 1,449 shares 1,449 $221K 0.01% +23 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,165 shares; 2025Q1: 1,173 shares; 2025Q2: 1,181 shares; 2025Q3: 1,098 shares; 2025Q4: 1,107 shares; 2026Q1: 1,114 shares 1,114 $221K 0.01% +7 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: 20 shares; 2024Q4: 909 shares; 2025Q1: 929 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,085 shares; 2026Q1: 1,110 shares 1,110 $220K 0.01% +25 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: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 12,033 shares; 2025Q2: 13,088 shares; 2025Q3: 10,500 shares; 2025Q4: 13,736 shares; 2026Q1: 12,200 shares 12,200 $220K 0.01% -1,536 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $219K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,963 shares; 2025Q1: 3,964 shares; 2025Q2: 3,564 shares; 2025Q3: 3,567 shares; 2025Q4: 2,569 shares; 2026Q1: 2,238 shares 2,238 $216K 0.01% -331 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,738 shares; 2025Q1: 3,701 shares; 2025Q2: 3,703 shares; 2025Q3: 3,863 shares; 2025Q4: 3,973 shares; 2026Q1: 4,084 shares 4,084 $216K 0.01% +111 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 1,009 shares; 2026Q1: 1,014 shares 1,014 $214K 0.01% +5 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares 1,390 $214K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 2,929 shares; 2025Q1: 2,929 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,931 shares; 2026Q1: 3,013 shares 3,013 $213K 0.01% +82 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $212K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $210K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 7,050 shares; 2025Q3: 7,050 shares; 2025Q4: 2,050 shares; 2026Q1: 3,950 shares 3,950 $210K 0.01% +1,900 Timeline USIO USIO INC More: the full row for USIO 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: 180,000 shares 180,000 $205K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 721 shares; 2025Q1: 791 shares; 2025Q2: 642 shares; 2025Q3: 615 shares; 2025Q4: 582 shares; 2026Q1: 573 shares 573 $204K 0.01% -9 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: 500 shares; 2024Q4: 945 shares; 2025Q1: 947 shares; 2025Q2: 949 shares; 2025Q3: 956 shares; 2025Q4: 961 shares; 2026Q1: 1,021 shares 1,021 $202K 0.01% +60 Timeline