GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360,398 shares; 2025Q2: 338,625 shares; 2025Q3: 333,329 shares; 2025Q4: 310,256 shares; 2026Q1: 310,617 shares 310,617 $13M 4.37% +361 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: 27,028 shares; 2024Q4: 57,587 shares; 2025Q1: 57,148 shares; 2025Q2: 53,705 shares; 2025Q3: 53,739 shares; 2025Q4: 53,989 shares; 2026Q1: 53,031 shares 53,031 $9.25M 3.1% -958 Timeline SPYM 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: 44,731 shares; 2024Q4: 96,574 shares; 2025Q1: 96,394 shares; 2025Q2: 93,105 shares; 2025Q3: 91,517 shares; 2025Q4: 96,326 shares; 2026Q1: 95,281 shares 95,281 $7.29M 2.45% -1,045 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,254 shares; 2024Q4: 461,278 shares; 2025Q1: 164,365 shares; 2025Q2: 160,171 shares; 2025Q3: 155,731 shares; 2025Q4: 146,440 shares; 2026Q1: 143,808 shares 143,808 $6.63M 2.23% -2,632 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,912 shares; 2025Q2: 38,447 shares; 2025Q3: 39,136 shares; 2025Q4: 40,293 shares; 2026Q1: 41,167 shares 41,167 $5.81M 1.95% +874 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 4,242 shares; 2025Q3: 6,440 shares; 2025Q4: 25,089 shares; 2026Q1: 25,938 shares 25,938 $5.54M 1.86% +849 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 29,048 shares; 2025Q1: 32,280 shares; 2025Q2: 32,722 shares; 2025Q3: 32,773 shares; 2025Q4: 4,501 shares; 2026Q1: 12,842 shares 12,842 $5.03M 1.69% +8,341 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: 785 shares; 2024Q4: 4,529 shares; 2025Q1: 4,833 shares; 2025Q2: 5,001 shares; 2025Q3: 4,795 shares; 2025Q4: 5,124 shares; 2026Q1: 5,266 shares 5,266 $4.84M 1.63% +142 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: 18,488 shares; 2024Q4: 61,089 shares; 2025Q1: 72,876 shares; 2025Q2: 75,816 shares; 2025Q3: 78,166 shares; 2025Q4: 85,259 shares; 2026Q1: 93,012 shares 93,012 $4.67M 1.57% +7,753 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: 2,190 shares; 2024Q4: 13,357 shares; 2025Q1: 15,886 shares; 2025Q2: 16,656 shares; 2025Q3: 17,263 shares; 2025Q4: 18,250 shares; 2026Q1: 18,780 shares 18,780 $4.59M 1.54% +530 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: 3,788 shares; 2024Q4: 22,915 shares; 2025Q1: 24,373 shares; 2025Q2: 24,464 shares; 2025Q3: 24,695 shares; 2025Q4: 26,111 shares; 2026Q1: 26,753 shares 26,753 $4.42M 1.48% +642 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: 1,485 shares; 2024Q4: 9,133 shares; 2025Q1: 10,549 shares; 2025Q2: 11,042 shares; 2025Q3: 11,368 shares; 2025Q4: 11,869 shares; 2026Q1: 12,568 shares 12,568 $4.42M 1.48% +699 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,378 shares; 2024Q4: 86,791 shares; 2025Q1: 87,028 shares; 2025Q2: 87,582 shares; 2025Q3: 86,107 shares; 2025Q4: 92,721 shares; 2026Q1: 94,602 shares 94,602 $4.32M 1.45% +1,881 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: 2,622 shares; 2024Q4: 10,473 shares; 2025Q1: 11,371 shares; 2025Q2: 11,892 shares; 2025Q3: 12,095 shares; 2025Q4: 12,966 shares; 2026Q1: 13,714 shares 13,714 $4.26M 1.43% +748 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: 836 shares; 2024Q4: 1,862 shares; 2025Q1: 2,414 shares; 2025Q2: 2,552 shares; 2025Q3: 2,577 shares; 2025Q4: 16,866 shares; 2026Q1: 17,621 shares 17,621 $4.16M 1.4% +755 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,328 shares; 2025Q1: 88,813 shares; 2025Q2: 89,742 shares; 2025Q3: 87,509 shares; 2025Q4: 87,322 shares; 2026Q1: 91,076 shares 91,076 $4.13M 1.39% +3,754 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: 7,670 shares; 2024Q4: 41,947 shares; 2025Q1: 47,917 shares; 2025Q2: 49,759 shares; 2025Q3: 51,019 shares; 2025Q4: 58,096 shares; 2026Q1: 60,176 shares 60,176 $3.97M 1.33% +2,080 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: 2,303 shares; 2024Q4: 8,445 shares; 2025Q1: 9,145 shares; 2025Q2: 9,745 shares; 2025Q3: 10,047 shares; 2025Q4: 10,765 shares; 2026Q1: 11,724 shares 11,724 $3.86M 1.29% +959 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 9,114 shares; 2025Q1: 10,447 shares; 2025Q2: 10,796 shares; 2025Q3: 11,116 shares; 2025Q4: 11,273 shares; 2026Q1: 11,843 shares 11,843 $3.72M 1.25% +570 Timeline SCHZ 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: 74,273 shares; 2025Q1: 81,755 shares; 2025Q2: 80,097 shares; 2025Q3: 88,829 shares; 2025Q4: 141,277 shares; 2026Q1: 153,912 shares 153,912 $3.57M 1.2% +12,635 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 756 shares; 2025Q1: 778 shares; 2025Q2: 782 shares; 2025Q3: 789 shares; 2025Q4: 798 shares; 2026Q1: 846 shares 846 $3.56M 1.2% +48 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 1,027 shares; 2026Q1: 12,332 shares 12,332 $3.54M 1.19% +11,305 Timeline MBB 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: 10,981 shares; 2025Q1: 11,088 shares; 2025Q2: 13,458 shares; 2025Q3: 14,826 shares; 2025Q4: 34,650 shares; 2026Q1: 36,981 shares 36,981 $3.51M 1.18% +2,331 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 5,465 shares 5,465 $3.47M 1.17% new Timeline IUSB 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: 39,990 shares; 2025Q1: 37,361 shares; 2025Q2: 31,909 shares; 2025Q3: 34,114 shares; 2025Q4: 64,565 shares; 2026Q1: 70,505 shares 70,505 $3.26M 1.09% +5,940 Timeline GOVT 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: 14,416 shares; 2025Q1: 17,415 shares; 2025Q2: 21,950 shares; 2025Q3: 24,662 shares; 2025Q4: 46,540 shares; 2026Q1: 141,673 shares 141,673 $3.25M 1.09% +95,133 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: 1,409 shares; 2024Q4: 5,727 shares; 2025Q1: 5,805 shares; 2025Q2: 6,717 shares; 2025Q3: 6,685 shares; 2025Q4: 23,972 shares; 2026Q1: 24,855 shares 24,855 $3.2M 1.07% +883 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: 7,319 shares; 2024Q4: 18,209 shares; 2025Q1: 21,575 shares; 2025Q2: 22,456 shares; 2025Q3: 23,484 shares; 2025Q4: 29,987 shares; 2026Q1: 32,997 shares 32,997 $3.18M 1.07% +3,010 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,542 shares; 2024Q4: 98,031 shares; 2025Q1: 106,766 shares; 2025Q2: 124,936 shares; 2025Q3: 132,278 shares; 2025Q4: 137,359 shares; 2026Q1: 133,193 shares 133,193 $3.18M 1.07% -4,166 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,456 shares; 2025Q3: 26,190 shares; 2025Q4: 28,496 shares; 2026Q1: 28,686 shares 28,686 $3.11M 1.04% +190 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 2,682 shares; 2025Q3: not reported; 2025Q4: 12,478 shares; 2026Q1: 12,697 shares 12,697 $2.93M 0.98% +219 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,340 shares; 2025Q4: 4,253 shares; 2026Q1: 8,626 shares 8,626 $2.91M 0.98% +4,373 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,347 shares; 2025Q4: 82,450 shares; 2026Q1: 83,007 shares 83,007 $2.89M 0.97% +557 Timeline SPMD 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: 19,311 shares; 2024Q4: 51,218 shares; 2025Q1: 51,433 shares; 2025Q2: 49,308 shares; 2025Q3: 48,781 shares; 2025Q4: 49,287 shares; 2026Q1: 48,368 shares 48,368 $2.86M 0.96% -919 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,673 shares 44,673 $2.79M 0.94% new 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: 1,620 shares; 2024Q4: 2,216 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,747 shares 10,747 $2.69M 0.9% new 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: 3,555 shares; 2024Q4: 7,348 shares; 2025Q1: 7,300 shares; 2025Q2: 7,416 shares; 2025Q3: 8,606 shares; 2025Q4: 8,648 shares; 2026Q1: 8,589 shares 8,589 $2.66M 0.89% -59 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,909 shares; 2025Q1: 7,398 shares; 2025Q2: 4,219 shares; 2025Q3: 1,199 shares; 2025Q4: 6,070 shares; 2026Q1: 6,527 shares 6,527 $2.6M 0.87% +457 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,213 shares; 2025Q3: 10,186 shares; 2025Q4: 9,901 shares; 2026Q1: 9,558 shares 9,558 $2.59M 0.87% -343 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: not reported; 2024Q4: not reported; 2025Q1: 24,362 shares; 2025Q2: 24,705 shares; 2025Q3: 24,101 shares; 2025Q4: 27,710 shares; 2026Q1: 27,712 shares 27,712 $2.58M 0.86% +2 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,647 shares; 2025Q1: 41,320 shares; 2025Q2: 41,306 shares; 2025Q3: 40,560 shares; 2025Q4: 43,440 shares; 2026Q1: 43,108 shares 43,108 $2.52M 0.85% -332 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,684 shares; 2025Q2: 26,794 shares; 2025Q3: 30,925 shares; 2025Q4: 52,730 shares; 2026Q1: 52,458 shares 52,458 $2.41M 0.81% -272 Timeline VICR VICOR CORP More: the full row for VICOR 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: 14,026 shares; 2026Q1: 13,988 shares 13,988 $2.25M 0.76% -38 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,627 shares; 2024Q4: 52,183 shares; 2025Q1: 56,333 shares; 2025Q2: 57,789 shares; 2025Q3: 57,517 shares; 2025Q4: 60,905 shares; 2026Q1: 59,634 shares 59,634 $2.23M 0.75% -1,271 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,523 shares; 2025Q1: 13,649 shares; 2025Q2: 17,381 shares; 2025Q3: 19,078 shares; 2025Q4: 43,821 shares; 2026Q1: 42,462 shares 42,462 $2.21M 0.74% -1,359 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,801 shares; 2025Q1: 90,776 shares; 2025Q2: 94,006 shares; 2025Q3: 92,426 shares; 2025Q4: 101,776 shares; 2026Q1: 102,027 shares 102,027 $2.18M 0.73% +251 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: 4,759 shares; 2024Q4: 7,912 shares; 2025Q1: 8,676 shares; 2025Q2: 7,059 shares; 2025Q3: 7,124 shares; 2025Q4: 8,216 shares; 2026Q1: 8,425 shares 8,425 $2.14M 0.72% +209 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,080 shares; 2025Q1: 71,509 shares; 2025Q2: 73,467 shares; 2025Q3: 72,786 shares; 2025Q4: 78,078 shares; 2026Q1: 76,050 shares 76,050 $2.09M 0.7% -2,028 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,415 shares; 2025Q1: 44,191 shares; 2025Q2: 45,749 shares; 2025Q3: 44,565 shares; 2025Q4: 50,351 shares; 2026Q1: 50,935 shares 50,935 $2.06M 0.69% +584 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,355 shares; 2025Q1: 16,652 shares; 2025Q2: 16,795 shares; 2025Q3: 16,398 shares; 2025Q4: 18,154 shares; 2026Q1: 18,029 shares 18,029 $2.05M 0.69% -125 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 10,626 shares; 2025Q1: 15,951 shares; 2025Q2: 13,582 shares; 2025Q3: 13,248 shares; 2025Q4: 14,883 shares; 2026Q1: 14,680 shares 14,680 $2.05M 0.69% -203 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,400 shares; 2025Q4: 30,849 shares; 2026Q1: 31,251 shares 31,251 $2.04M 0.68% +402 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,727 shares; 2025Q1: 8,997 shares; 2025Q2: 9,369 shares; 2025Q3: 9,289 shares; 2025Q4: 10,080 shares; 2026Q1: 10,028 shares 10,028 $1.99M 0.67% -52 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,634 shares 68,634 $1.9M 0.64% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,664 shares; 2026Q1: 47,907 shares 47,907 $1.85M 0.62% +6,243 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,434 shares; 2025Q1: 30,084 shares; 2025Q2: 31,547 shares; 2025Q3: 31,064 shares; 2025Q4: 34,221 shares; 2026Q1: 34,058 shares 34,058 $1.82M 0.61% -163 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,519 shares; 2024Q4: 42,231 shares; 2025Q1: 45,501 shares; 2025Q2: 47,670 shares; 2025Q3: 45,599 shares; 2025Q4: 44,946 shares; 2026Q1: 40,796 shares 40,796 $1.81M 0.61% -4,150 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS 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: 18,769 shares; 2026Q1: 19,740 shares 19,740 $1.79M 0.6% +971 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 93,959 shares; 2025Q1: 143,369 shares; 2025Q2: 156,247 shares; 2025Q3: 162,126 shares; 2025Q4: 199,338 shares; 2026Q1: 202,520 shares 202,520 $1.77M 0.59% +3,182 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: 2,971 shares; 2024Q4: 7,307 shares; 2025Q1: 7,350 shares; 2025Q2: 7,318 shares; 2025Q3: 6,993 shares; 2025Q4: 7,149 shares; 2026Q1: 7,113 shares 7,113 $1.72M 0.58% -36 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,846 shares; 2025Q3: 14,641 shares; 2025Q4: 30,252 shares; 2026Q1: 33,754 shares 33,754 $1.69M 0.57% +3,502 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 57,363 shares 57,363 $1.67M 0.56% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: 13,395 shares; 2026Q1: 13,857 shares 13,857 $1.64M 0.55% +462 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,787 shares; 2025Q2: 20,455 shares; 2025Q3: 19,455 shares; 2025Q4: 13,101 shares; 2026Q1: 39,511 shares 39,511 $1.62M 0.54% +26,410 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: 2,171 shares; 2024Q4: 2,489 shares; 2025Q1: 2,469 shares; 2025Q2: 2,477 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,483 shares 2,483 $1.62M 0.54% +4 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS 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: 36,903 shares; 2026Q1: 38,433 shares 38,433 $1.61M 0.54% +1,530 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426,095 shares; 2026Q1: 433,256 shares 433,256 $1.52M 0.51% +7,161 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,385 shares; 2025Q2: 7,376 shares; 2025Q3: 8,079 shares; 2025Q4: 7,772 shares; 2026Q1: 7,977 shares 7,977 $1.51M 0.51% +205 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 75,882 shares; 2026Q1: 80,999 shares 80,999 $1.46M 0.49% +5,117 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: 1,320 shares; 2024Q4: 3,327 shares; 2025Q1: 3,350 shares; 2025Q2: 3,331 shares; 2025Q3: 3,250 shares; 2025Q4: 3,676 shares; 2026Q1: 3,902 shares 3,902 $1.44M 0.48% +226 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,159 shares; 2025Q1: 17,367 shares; 2025Q2: 18,213 shares; 2025Q3: 18,204 shares; 2025Q4: 21,429 shares; 2026Q1: 22,075 shares 22,075 $1.44M 0.48% +646 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,781 shares; 2026Q1: 12,854 shares 12,854 $1.44M 0.48% +73 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: 3,007 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,063 shares; 2025Q3: 3,089 shares; 2025Q4: 3,138 shares; 2026Q1: 4,651 shares 4,651 $1.34M 0.45% +1,513 Timeline SPSM 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: 11,498 shares; 2024Q4: 29,866 shares; 2025Q1: 29,856 shares; 2025Q2: 28,448 shares; 2025Q3: 28,157 shares; 2025Q4: 28,076 shares; 2026Q1: 27,362 shares 27,362 $1.32M 0.44% -714 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,049 shares; 2025Q4: 7,561 shares; 2026Q1: 7,526 shares 7,526 $1.29M 0.43% -35 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 20,825 shares 20,825 $1.29M 0.43% 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: not reported; 2024Q4: 33,902 shares; 2025Q1: 35,410 shares; 2025Q2: 37,100 shares; 2025Q3: 37,692 shares; 2025Q4: 34,824 shares; 2026Q1: 36,175 shares 36,175 $1.28M 0.43% +1,351 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,215 shares 9,215 $1.25M 0.42% new 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: 4,365 shares; 2024Q4: 11,890 shares; 2025Q1: 15,682 shares; 2025Q2: 16,299 shares; 2025Q3: 15,860 shares; 2025Q4: 16,161 shares; 2026Q1: 16,075 shares 16,075 $1.25M 0.42% -86 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: not reported; 2024Q4: 14,794 shares; 2025Q1: 14,573 shares; 2025Q2: 14,972 shares; 2025Q3: 16,829 shares; 2025Q4: 4,726 shares; 2026Q1: 5,618 shares 5,618 $1.22M 0.41% +892 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY 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: 44,534 shares; 2026Q1: 46,560 shares 46,560 $1.22M 0.41% +2,026 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 660 shares; 2025Q1: 847 shares; 2025Q2: 903 shares; 2025Q3: 884 shares; 2025Q4: 831 shares; 2026Q1: 818 shares 818 $1.2M 0.4% -13 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 2,505 shares; 2025Q1: 2,638 shares; 2025Q2: 2,809 shares; 2025Q3: 1,910 shares; 2025Q4: 2,009 shares; 2026Q1: 1,955 shares 1,955 $1.18M 0.4% -54 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,558 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,775 shares 73,775 $1.15M 0.39% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP 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: 12,647 shares; 2025Q4: 11,931 shares; 2026Q1: 12,209 shares 12,209 $1.15M 0.38% +278 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 22,513 shares; 2025Q1: 22,450 shares; 2025Q2: 22,833 shares; 2025Q3: 22,363 shares; 2025Q4: 23,844 shares; 2026Q1: 24,330 shares 24,330 $1.14M 0.38% +486 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,546 shares 7,546 $1.14M 0.38% new 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: 1,598 shares; 2024Q4: 4,288 shares; 2025Q1: 4,322 shares; 2025Q2: 4,086 shares; 2025Q3: 4,111 shares; 2025Q4: 4,132 shares; 2026Q1: 4,301 shares 4,301 $1.12M 0.38% +169 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,286 shares; 2025Q3: 87,658 shares; 2025Q4: 93,499 shares; 2026Q1: 114,397 shares 114,397 $1.08M 0.36% +20,898 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,377 shares; 2025Q4: 45,938 shares; 2026Q1: 39,501 shares 39,501 $1.07M 0.36% -6,437 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS 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: 93,380 shares 93,380 $1.05M 0.35% new Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,534 shares; 2025Q1: 140,464 shares; 2025Q2: 156,744 shares; 2025Q3: 161,773 shares; 2025Q4: 175,996 shares; 2026Q1: 193,925 shares 193,925 $1.05M 0.35% +17,929 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: 1,418 shares; 2024Q4: 2,170 shares; 2025Q1: 1,387 shares; 2025Q2: 1,412 shares; 2025Q3: 1,454 shares; 2025Q4: 1,466 shares; 2026Q1: 1,451 shares 1,451 $1.03M 0.34% -15 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: 5,700 shares; 2024Q4: 49,195 shares; 2025Q1: 52,140 shares; 2025Q2: 55,280 shares; 2025Q3: 15,227 shares; 2025Q4: 15,974 shares; 2026Q1: 15,675 shares 15,675 $951K 0.32% -299 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: not reported; 2024Q4: 8,483 shares; 2025Q1: 9,135 shares; 2025Q2: 17,198 shares; 2025Q3: 16,525 shares; 2025Q4: 17,040 shares; 2026Q1: 16,759 shares 16,759 $925K 0.31% -281 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: 2,087 shares; 2024Q4: 2,233 shares; 2025Q1: 2,148 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,232 shares; 2026Q1: 2,111 shares 2,111 $908K 0.3% -121 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,877 shares; 2025Q1: 14,985 shares; 2025Q2: 15,050 shares; 2025Q3: 15,222 shares; 2025Q4: 15,279 shares; 2026Q1: 15,201 shares 15,201 $900K 0.3% -78 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: 4,792 shares; 2024Q4: 10,436 shares; 2025Q1: 10,417 shares; 2025Q2: 10,687 shares; 2025Q3: 9,921 shares; 2025Q4: 10,263 shares; 2026Q1: 10,343 shares 10,343 $881K 0.3% +80 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,169 shares; 2026Q1: 9,539 shares 9,539 $849K 0.28% +1,370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 4,019 shares; 2025Q4: 4,201 shares; 2026Q1: 4,286 shares 4,286 $832K 0.28% +85 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: 1,843 shares; 2024Q4: 2,286 shares; 2025Q1: 3,214 shares; 2025Q2: 3,599 shares; 2025Q3: 3,664 shares; 2025Q4: 5,847 shares; 2026Q1: 5,352 shares 5,352 $831K 0.28% -495 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 7,054 shares; 2025Q1: 4,290 shares; 2025Q2: 4,704 shares; 2025Q3: 4,710 shares; 2025Q4: 7,536 shares; 2026Q1: 7,938 shares 7,938 $813K 0.27% +402 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: 419 shares; 2024Q4: 1,069 shares; 2025Q1: 1,312 shares; 2025Q2: 1,291 shares; 2025Q3: 1,245 shares; 2025Q4: 1,354 shares; 2026Q1: 1,608 shares 1,608 $803K 0.27% +254 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: not reported; 2024Q4: 8,484 shares; 2025Q1: 8,506 shares; 2025Q2: 11,966 shares; 2025Q3: 11,994 shares; 2025Q4: 14,723 shares; 2026Q1: 14,230 shares 14,230 $752K 0.25% -493 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,672 shares; 2025Q2: 17,511 shares; 2025Q3: 16,686 shares; 2025Q4: 16,534 shares; 2026Q1: 17,430 shares 17,430 $727K 0.24% +896 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: 13,694 shares; 2024Q4: 31,080 shares; 2025Q1: 34,190 shares; 2025Q2: 36,198 shares; 2025Q3: 36,899 shares; 2025Q4: 39,709 shares; 2026Q1: 37,342 shares 37,342 $717K 0.24% -2,367 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,068 shares; 2025Q3: 17,091 shares; 2025Q4: 21,973 shares; 2026Q1: 22,064 shares 22,064 $716K 0.24% +91 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,645 shares; 2025Q1: 37,245 shares; 2025Q2: 9,383 shares; 2025Q3: 9,340 shares; 2025Q4: 9,710 shares; 2026Q1: 9,757 shares 9,757 $710K 0.24% +47 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: 3,272 shares; 2024Q4: 4,982 shares; 2025Q1: 4,885 shares; 2025Q2: 4,927 shares; 2025Q3: 4,828 shares; 2025Q4: 5,114 shares; 2026Q1: 4,830 shares 4,830 $701K 0.24% -284 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,337 shares; 2025Q1: 32,083 shares; 2025Q2: 6,252 shares; 2025Q3: 6,048 shares; 2025Q4: 5,630 shares; 2026Q1: 9,409 shares 9,409 $701K 0.24% +3,779 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 2,578 shares; 2025Q3: 2,561 shares; 2025Q4: 2,557 shares; 2026Q1: 2,613 shares 2,613 $694K 0.23% +56 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,860 shares; 2025Q2: 1,982 shares; 2025Q3: 1,975 shares; 2025Q4: 1,982 shares; 2026Q1: 1,941 shares 1,941 $663K 0.22% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 2,621 shares 2,621 $657K 0.22% +174 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: 1,524 shares; 2024Q4: 4,958 shares; 2025Q1: 6,187 shares; 2025Q2: 6,512 shares; 2025Q3: 6,474 shares; 2025Q4: 6,771 shares; 2026Q1: 7,009 shares 7,009 $646K 0.22% +238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 1,962 shares 1,962 $629K 0.21% +519 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 796 shares; 2025Q2: 792 shares; 2025Q3: 712 shares; 2025Q4: 739 shares; 2026Q1: 715 shares 715 $619K 0.21% -24 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: not reported; 2024Q4: 2,251 shares; 2025Q1: 2,316 shares; 2025Q2: 2,178 shares; 2025Q3: 2,277 shares; 2025Q4: 2,898 shares; 2026Q1: 3,927 shares 3,927 $578K 0.19% +1,029 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 14,645 shares; 2025Q1: 14,587 shares; 2025Q2: 14,543 shares; 2025Q3: 14,365 shares; 2025Q4: 15,053 shares; 2026Q1: 17,910 shares 17,910 $568K 0.19% +2,857 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares 1,452 $564K 0.19% new Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,133 shares; 2025Q1: 4,413 shares; 2025Q2: 4,436 shares; 2025Q3: 4,076 shares; 2025Q4: 4,086 shares; 2026Q1: 4,122 shares 4,122 $560K 0.19% +36 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,103 shares; 2025Q3: 3,095 shares; 2025Q4: 4,423 shares; 2026Q1: 4,424 shares 4,424 $559K 0.19% +1 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 38,131 shares; 2025Q4: not reported; 2026Q1: 5,798 shares 5,798 $543K 0.18% new 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: not reported; 2024Q4: 5,142 shares; 2025Q1: 5,091 shares; 2025Q2: 5,117 shares; 2025Q3: 5,083 shares; 2025Q4: 5,285 shares; 2026Q1: 5,247 shares 5,247 $539K 0.18% -38 Timeline APA APA CORPORATION More: the full row for APA 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: 85,212 shares; 2025Q4: 92,180 shares; 2026Q1: 12,680 shares 12,680 $538K 0.18% -79,500 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,104 shares; 2025Q1: 3,552 shares; 2025Q2: 2,871 shares; 2025Q3: 3,138 shares; 2025Q4: 7,098 shares; 2026Q1: 5,201 shares 5,201 $529K 0.18% -1,897 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,536 shares; 2025Q3: 8,822 shares; 2025Q4: 14,996 shares; 2026Q1: 15,660 shares 15,660 $524K 0.18% +664 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: 749 shares; 2024Q4: 760 shares; 2025Q1: 820 shares; 2025Q2: 816 shares; 2025Q3: 819 shares; 2025Q4: 883 shares; 2026Q1: 888 shares 888 $513K 0.17% +5 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: not reported; 2024Q4: 3,117 shares; 2025Q1: 3,019 shares; 2025Q2: 3,097 shares; 2025Q3: 3,122 shares; 2025Q4: 3,313 shares; 2026Q1: 3,306 shares 3,306 $505K 0.17% -7 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: 9,272 shares; 2024Q4: 9,171 shares; 2025Q1: 9,285 shares; 2025Q2: 8,881 shares; 2025Q3: 8,589 shares; 2025Q4: 8,340 shares; 2026Q1: 8,022 shares 8,022 $496K 0.17% -318 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 19,426 shares; 2025Q1: 19,388 shares; 2025Q2: 19,445 shares; 2025Q3: 19,123 shares; 2025Q4: 1,836 shares; 2026Q1: 1,804 shares 1,804 $496K 0.17% -32 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: 1,585 shares; 2024Q4: 2,504 shares; 2025Q1: 2,506 shares; 2025Q2: 2,308 shares; 2025Q3: 2,310 shares; 2025Q4: 2,553 shares; 2026Q1: 2,367 shares 2,367 $493K 0.17% -186 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: not reported; 2024Q4: 3,211 shares; 2025Q1: 4,767 shares; 2025Q2: 5,074 shares; 2025Q3: 5,340 shares; 2025Q4: 5,576 shares; 2026Q1: 4,010 shares 4,010 $482K 0.16% -1,566 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: 1,473 shares; 2024Q4: 4,649 shares; 2025Q1: 4,980 shares; 2025Q2: 740 shares; 2025Q3: 733 shares; 2025Q4: 896 shares; 2026Q1: 836 shares 836 $478K 0.16% -60 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,286 shares; 2025Q1: 2,692 shares; 2025Q2: 10,682 shares; 2025Q3: 1,400 shares; 2025Q4: 1,542 shares; 2026Q1: 2,401 shares 2,401 $476K 0.16% +859 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares 343 $473K 0.16% new 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: not reported; 2024Q4: 12,013 shares; 2025Q1: 9,286 shares; 2025Q2: 9,244 shares; 2025Q3: 8,955 shares; 2025Q4: 9,376 shares; 2026Q1: 9,391 shares 9,391 $473K 0.16% +15 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: not reported; 2024Q4: 8,757 shares; 2025Q1: 9,136 shares; 2025Q2: 9,521 shares; 2025Q3: 9,657 shares; 2025Q4: 8,768 shares; 2026Q1: 9,204 shares 9,204 $449K 0.15% +436 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,272 shares; 2024Q4: 6,272 shares; 2025Q1: not reported; 2025Q2: 11,252 shares; 2025Q3: 11,252 shares; 2025Q4: 11,252 shares; 2026Q1: 10,977 shares 10,977 $444K 0.15% -275 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: 4,478 shares; 2024Q4: 5,267 shares; 2025Q1: 5,345 shares; 2025Q2: 5,212 shares; 2025Q3: 4,911 shares; 2025Q4: 4,912 shares; 2026Q1: 4,876 shares 4,876 $441K 0.15% -36 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,390 shares; 2026Q1: 10,818 shares 10,818 $441K 0.15% +428 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: 7,757 shares; 2026Q1: 7,692 shares 7,692 $438K 0.15% -65 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 30,136 shares; 2025Q1: 30,223 shares; 2025Q2: 31,008 shares; 2025Q3: 31,798 shares; 2025Q4: 32,768 shares; 2026Q1: 32,358 shares 32,358 $437K 0.15% -410 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY 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: 65,780 shares; 2025Q4: 62,401 shares; 2026Q1: 61,174 shares 61,174 $431K 0.14% -1,227 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,843 shares 22,843 $429K 0.14% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,222 shares 16,222 $428K 0.14% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 580 shares; 2025Q2: 584 shares; 2025Q3: 576 shares; 2025Q4: 578 shares; 2026Q1: 586 shares 586 $427K 0.14% +8 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,865 shares; 2025Q1: 10,561 shares; 2025Q2: 10,691 shares; 2025Q3: 10,639 shares; 2025Q4: 11,366 shares; 2026Q1: 11,491 shares 11,491 $418K 0.14% +125 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,550 shares; 2025Q1: 32,195 shares; 2025Q2: 185,141 shares; 2025Q3: 33,712 shares; 2025Q4: 29,442 shares; 2026Q1: 28,390 shares 28,390 $418K 0.14% -1,052 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: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,742 shares; 2025Q2: 1,818 shares; 2025Q3: 1,955 shares; 2025Q4: 2,064 shares; 2026Q1: 2,056 shares 2,056 $408K 0.14% -8 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,495 shares; 2025Q1: 25,119 shares; 2025Q2: 11,950 shares; 2025Q3: 9,660 shares; 2025Q4: not reported; 2026Q1: 12,839 shares 12,839 $400K 0.13% new 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: 6,116 shares; 2024Q4: 6,137 shares; 2025Q1: 6,238 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,146 shares; 2026Q1: 5,888 shares 5,888 $398K 0.13% -258 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: 898 shares; 2024Q4: 1,332 shares; 2025Q1: 1,350 shares; 2025Q2: 1,466 shares; 2025Q3: 1,437 shares; 2025Q4: 1,438 shares; 2026Q1: 1,918 shares 1,918 $390K 0.13% +480 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: 2,125 shares; 2024Q4: 2,227 shares; 2025Q1: 2,300 shares; 2025Q2: 2,520 shares; 2025Q3: 2,466 shares; 2025Q4: 2,471 shares; 2026Q1: 2,628 shares 2,628 $380K 0.13% +157 Timeline CLCG CROSSMARK ETF TRUST More: the full row for CROSSMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,725 shares; 2026Q1: 15,247 shares 15,247 $372K 0.12% +5,522 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: not reported; 2024Q4: 13,317 shares; 2025Q1: 17,673 shares; 2025Q2: 16,944 shares; 2025Q3: 17,312 shares; 2025Q4: 13,038 shares; 2026Q1: 13,237 shares 13,237 $372K 0.12% +199 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: 1,518 shares; 2024Q4: 1,585 shares; 2025Q1: 1,674 shares; 2025Q2: 1,938 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 2,369 shares 2,369 $368K 0.12% +434 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,309 shares; 2025Q1: 2,573 shares; 2025Q2: 3,373 shares; 2025Q3: 3,489 shares; 2025Q4: 3,620 shares; 2026Q1: 3,596 shares 3,596 $367K 0.12% -24 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,642 shares; 2025Q1: 4,998 shares; 2025Q2: 5,502 shares; 2025Q3: 5,422 shares; 2025Q4: 4,889 shares; 2026Q1: 4,849 shares 4,849 $363K 0.12% -40 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: not reported; 2024Q4: not reported; 2025Q1: 2,960 shares; 2025Q2: 2,966 shares; 2025Q3: 2,969 shares; 2025Q4: 1,093 shares; 2026Q1: 959 shares 959 $357K 0.12% -134 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,393 shares; 2025Q1: 2,022 shares; 2025Q2: 2,075 shares; 2025Q3: 2,041 shares; 2025Q4: 1,719 shares; 2026Q1: 1,739 shares 1,739 $356K 0.12% +20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $347K 0.12% 0 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: not reported; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $345K 0.12% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,037 shares 11,037 $332K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,511 shares 5,511 $324K 0.11% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,927 shares; 2025Q1: 8,118 shares; 2025Q2: 9,250 shares; 2025Q3: 9,736 shares; 2025Q4: 9,441 shares; 2026Q1: 10,704 shares 10,704 $313K 0.11% +1,263 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,393 shares; 2025Q4: 13,713 shares; 2026Q1: 10,795 shares 10,795 $308K 0.1% -2,918 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,964 shares; 2025Q1: 11,141 shares; 2025Q2: 11,491 shares; 2025Q3: 37,511 shares; 2025Q4: 9,242 shares; 2026Q1: 8,386 shares 8,386 $308K 0.1% -856 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 1,014 shares; 2025Q2: 1,145 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,252 shares 1,252 $300K 0.1% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares; 2026Q1: 3,527 shares 3,527 $291K 0.1% +646 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,071 shares 115,071 $291K 0.1% new Timeline SPTM 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: 3,327 shares; 2025Q2: 3,848 shares; 2025Q3: 3,512 shares; 2025Q4: 3,730 shares; 2026Q1: 3,668 shares 3,668 $290K 0.1% -62 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,840 shares; 2025Q1: 16,860 shares; 2025Q2: 19,742 shares; 2025Q3: 16,296 shares; 2025Q4: 15,762 shares; 2026Q1: 16,021 shares 16,021 $290K 0.1% +259 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: not reported; 2024Q4: 6,532 shares; 2025Q1: 8,063 shares; 2025Q2: 8,584 shares; 2025Q3: 8,312 shares; 2025Q4: 9,792 shares; 2026Q1: 10,050 shares 10,050 $289K 0.1% +258 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,288 shares; 2025Q3: 2,825 shares; 2025Q4: 3,308 shares; 2026Q1: 3,611 shares 3,611 $260K 0.09% +303 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,483 shares; 2025Q4: 3,484 shares; 2026Q1: 3,788 shares 3,788 $258K 0.09% +304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,785 shares; 2025Q3: 3,835 shares; 2025Q4: 3,863 shares; 2026Q1: 3,933 shares 3,933 $252K 0.08% +70 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,951 shares; 2025Q1: 26,339 shares; 2025Q2: 30,893 shares; 2025Q3: 26,297 shares; 2025Q4: 28,083 shares; 2026Q1: 30,845 shares 30,845 $249K 0.08% +2,762 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,029 shares; 2025Q1: 11,700 shares; 2025Q2: 14,749 shares; 2025Q3: 13,349 shares; 2025Q4: 12,878 shares; 2026Q1: 19,556 shares 19,556 $246K 0.08% +6,678 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 18,800 shares; 2026Q1: 18,800 shares 18,800 $243K 0.08% 0 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS 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: 4,279 shares; 2026Q1: 4,526 shares 4,526 $237K 0.08% +247 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 673 shares; 2025Q3: 666 shares; 2025Q4: 688 shares; 2026Q1: 935 shares 935 $227K 0.08% +247 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: 1,624 shares; 2024Q4: 1,707 shares; 2025Q1: 1,835 shares; 2025Q2: 1,844 shares; 2025Q3: 1,850 shares; 2025Q4: 1,825 shares; 2026Q1: 1,564 shares 1,564 $223K 0.07% -261 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,930 shares; 2025Q1: 27,593 shares; 2025Q2: 34,078 shares; 2025Q3: 109,326 shares; 2025Q4: 28,459 shares; 2026Q1: 30,441 shares 30,441 $222K 0.07% +1,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 1,774 shares 1,774 $220K 0.07% -511 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,450 shares; 2025Q1: 1,479 shares; 2025Q2: 1,542 shares; 2025Q3: 1,513 shares; 2025Q4: not reported; 2026Q1: 503 shares 503 $218K 0.07% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 2,745 shares; 2025Q4: 5,345 shares; 2026Q1: 2,327 shares 2,327 $216K 0.07% -3,018 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,331 shares; 2025Q1: 26,840 shares; 2025Q2: 37,000 shares; 2025Q3: 29,247 shares; 2025Q4: 27,492 shares; 2026Q1: 31,473 shares 31,473 $214K 0.07% +3,981 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,088 shares; 2025Q4: 25,979 shares; 2026Q1: 30,746 shares 30,746 $184K 0.06% +4,767 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST 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: 15,241 shares 15,241 $85.5K 0.03% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 10,000 shares 10,000 $14K <0.01% -40,000 Timeline