NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 11,346 shares; 2025Q1: 16,625 shares; 2025Q2: 17,671 shares; 2025Q3: 24,034 shares; 2025Q4: 24,550 shares; 2026Q1: 24,775 shares 24,775 $356K 0.02% +225 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,009 shares; 2025Q1: 2,025 shares; 2025Q2: 2,070 shares; 2025Q3: 2,076 shares; 2025Q4: 2,057 shares; 2026Q1: 2,240 shares 2,240 $352K 0.02% +183 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 1,736 shares; 2025Q4: 2,622 shares; 2026Q1: 2,125 shares 2,125 $351K 0.02% -497 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 270 shares; 2025Q1: 326 shares; 2025Q2: 181 shares; 2025Q3: 1,258 shares; 2025Q4: 3,235 shares; 2026Q1: 3,983 shares 3,983 $349K 0.02% +748 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: 1,699 shares; 2024Q4: 1,727 shares; 2025Q1: 1,731 shares; 2025Q2: 1,744 shares; 2025Q3: 1,679 shares; 2025Q4: 1,766 shares; 2026Q1: 1,709 shares 1,709 $347K 0.02% -57 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 441 shares; 2025Q1: 443 shares; 2025Q2: 452 shares; 2025Q3: 2,219 shares; 2025Q4: 1,613 shares; 2026Q1: 1,635 shares 1,635 $347K 0.02% +22 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: 45,669 shares; 2024Q4: 43,409 shares; 2025Q1: 40,534 shares; 2025Q2: 38,257 shares; 2025Q3: 12,931 shares; 2025Q4: 10,276 shares; 2026Q1: 12,066 shares 12,066 $346K 0.02% +1,790 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 22,998 shares; 2025Q1: 23,128 shares; 2025Q2: 22,938 shares; 2025Q3: 23,043 shares; 2025Q4: 23,314 shares; 2026Q1: 23,236 shares 23,236 $346K 0.02% -78 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 65 shares; 2025Q1: 30 shares; 2025Q2: 13,073 shares; 2025Q3: 12,539 shares; 2025Q4: 12,530 shares; 2026Q1: 12,555 shares 12,555 $346K 0.02% +25 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 1,717 shares; 2025Q1: 1,777 shares; 2025Q2: 2,147 shares; 2025Q3: 2,622 shares; 2025Q4: 2,522 shares; 2026Q1: 2,753 shares 2,753 $345K 0.02% +231 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 38 shares; 2025Q1: 86 shares; 2025Q2: 25 shares; 2025Q3: 2,646 shares; 2025Q4: 94 shares; 2026Q1: 2,588 shares 2,588 $345K 0.02% +2,494 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: 6,452 shares; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 6,009 shares; 2025Q3: 5,944 shares; 2025Q4: 5,944 shares; 2026Q1: 6,069 shares 6,069 $345K 0.02% +125 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 2,155 shares; 2025Q1: 2,124 shares; 2025Q2: 1,287 shares; 2025Q3: 199 shares; 2025Q4: 424 shares; 2026Q1: 2,244 shares 2,244 $344K 0.02% +1,820 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 14,960 shares; 2025Q1: 14,640 shares; 2025Q2: 14,180 shares; 2025Q3: 18,229 shares; 2025Q4: 14,635 shares; 2026Q1: 9,262 shares 9,262 $343K 0.02% -5,373 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 26 shares; 2025Q1: 62 shares; 2025Q2: 149 shares; 2025Q3: 308 shares; 2025Q4: 1,991 shares; 2026Q1: 1,997 shares 1,997 $342K 0.02% +6 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: 1,342 shares; 2024Q4: 1,363 shares; 2025Q1: 1,416 shares; 2025Q2: 1,460 shares; 2025Q3: 1,617 shares; 2025Q4: 1,653 shares; 2026Q1: 1,722 shares 1,722 $341K 0.02% +69 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 303 shares; 2025Q1: 308 shares; 2025Q2: 339 shares; 2025Q3: 815 shares; 2025Q4: 1,300 shares; 2026Q1: 1,343 shares 1,343 $336K 0.02% +43 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: 9,275 shares; 2024Q4: 7,825 shares; 2025Q1: 8,272 shares; 2025Q2: 8,513 shares; 2025Q3: 8,256 shares; 2025Q4: 7,170 shares; 2026Q1: 5,820 shares 5,820 $335K 0.02% -1,350 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 720 shares; 2025Q1: 730 shares; 2025Q2: 980 shares; 2025Q3: 12,669 shares; 2025Q4: 13,592 shares; 2026Q1: 27,304 shares 27,304 $335K 0.02% +13,712 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 426 shares; 2025Q2: 435 shares; 2025Q3: 2,675 shares; 2025Q4: 2,907 shares; 2026Q1: 2,708 shares 2,708 $334K 0.02% -199 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 597 shares; 2025Q1: 541 shares; 2025Q2: 570 shares; 2025Q3: 1,424 shares; 2025Q4: 1,538 shares; 2026Q1: 1,599 shares 1,599 $333K 0.02% +61 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 731 shares; 2025Q2: 748 shares; 2025Q3: 762 shares; 2025Q4: 788 shares; 2026Q1: 703 shares 703 $333K 0.02% -85 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,326 shares; 2025Q1: 1,340 shares; 2025Q2: 1,303 shares; 2025Q3: 1,291 shares; 2025Q4: 1,356 shares; 2026Q1: 1,582 shares 1,582 $332K 0.02% +226 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 215 shares; 2025Q1: 558 shares; 2025Q2: 538 shares; 2025Q3: 365 shares; 2025Q4: 510 shares; 2026Q1: 2,991 shares 2,991 $331K 0.02% +2,481 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,649 shares; 2025Q4: 4,911 shares; 2026Q1: 5,037 shares 5,037 $330K 0.02% +126 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 25 shares; 2025Q3: 2,228 shares; 2025Q4: 14,824 shares; 2026Q1: 25,531 shares 25,531 $329K 0.02% +10,707 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 832 shares; 2025Q1: 941 shares; 2025Q2: 894 shares; 2025Q3: 1,138 shares; 2025Q4: 1,000 shares; 2026Q1: 1,417 shares 1,417 $327K 0.02% +417 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 23 shares; 2025Q3: 1,607 shares; 2025Q4: 1,784 shares; 2026Q1: 1,718 shares 1,718 $324K 0.02% -66 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 51 shares; 2025Q1: 64 shares; 2025Q2: 62 shares; 2025Q3: 100 shares; 2025Q4: 488 shares; 2026Q1: 935 shares 935 $322K 0.02% +447 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 1,266 shares; 2025Q4: 2,729 shares; 2026Q1: 2,747 shares 2,747 $322K 0.02% +18 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,434 shares; 2024Q4: 130,529 shares; 2025Q1: 113,410 shares; 2025Q2: 11,279 shares; 2025Q3: 11,279 shares; 2025Q4: 11,279 shares; 2026Q1: 26,279 shares 26,279 $320K 0.02% +15,000 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 2,003 shares; 2025Q1: 2,049 shares; 2025Q2: 2,513 shares; 2025Q3: 2,554 shares; 2025Q4: 2,552 shares; 2026Q1: 2,559 shares 2,559 $319K 0.02% +7 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,136 shares; 2024Q4: 18,820 shares; 2025Q1: 19,398 shares; 2025Q2: 19,295 shares; 2025Q3: 17,972 shares; 2025Q4: 16,482 shares; 2026Q1: 17,216 shares 17,216 $319K 0.02% +734 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 211 shares; 2025Q1: 196 shares; 2025Q2: 205 shares; 2025Q3: 2,049 shares; 2025Q4: 369 shares; 2026Q1: 3,203 shares 3,203 $315K 0.02% +2,834 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: 779 shares; 2024Q4: 858 shares; 2025Q1: 866 shares; 2025Q2: 810 shares; 2025Q3: 1,178 shares; 2025Q4: 1,220 shares; 2026Q1: 1,488 shares 1,488 $314K 0.02% +268 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 371 shares; 2025Q2: 366 shares; 2025Q3: 4,271 shares; 2025Q4: 8,636 shares; 2026Q1: 7,477 shares 7,477 $314K 0.02% -1,159 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 74 shares; 2025Q1: 29 shares; 2025Q2: 60 shares; 2025Q3: 10,493 shares; 2025Q4: 5,720 shares; 2026Q1: 10,229 shares 10,229 $314K 0.02% +4,509 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 11,425 shares; 2025Q1: 11,425 shares; 2025Q2: 8,725 shares; 2025Q3: 9,114 shares; 2025Q4: 9,129 shares; 2026Q1: 8,451 shares 8,451 $314K 0.02% -678 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 170 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 177 shares; 2025Q4: 221 shares; 2026Q1: 1,925 shares 1,925 $313K 0.02% +1,704 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 972 shares; 2025Q2: 986 shares; 2025Q3: 992 shares; 2025Q4: 991 shares; 2026Q1: 1,438 shares 1,438 $312K 0.02% +447 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 37 shares; 2025Q4: 2,160 shares; 2026Q1: 2,634 shares 2,634 $310K 0.02% +474 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 160 shares; 2025Q1: 205 shares; 2025Q2: 245 shares; 2025Q3: 20,241 shares; 2025Q4: 20,328 shares; 2026Q1: 20,436 shares 20,436 $308K 0.02% +108 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 481 shares; 2025Q1: 561 shares; 2025Q2: 545 shares; 2025Q3: 493 shares; 2025Q4: 558 shares; 2026Q1: 667 shares 667 $307K 0.02% +109 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 690 shares; 2025Q1: 1,070 shares; 2025Q2: 843 shares; 2025Q3: 853 shares; 2025Q4: 864 shares; 2026Q1: 2,892 shares 2,892 $306K 0.02% +2,028 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: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares 1,119 $305K 0.02% 0 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 10,850 shares; 2026Q1: 11,850 shares 11,850 $302K 0.02% +1,000 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,315 shares; 2025Q3: 5,413 shares; 2025Q4: 5,350 shares; 2026Q1: 6,698 shares 6,698 $302K 0.02% +1,348 Timeline AOR 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,675 shares 4,675 $301K 0.02% +375 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,976 shares; 2025Q4: 1,851 shares; 2026Q1: 2,860 shares 2,860 $301K 0.02% +1,009 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,900 shares; 2024Q4: 203,900 shares; 2025Q1: 191,400 shares; 2025Q2: 181,400 shares; 2025Q3: 176,400 shares; 2025Q4: 143,600 shares; 2026Q1: 140,600 shares 140,600 $299K 0.02% -3,000 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 17 shares; 2025Q2: 39 shares; 2025Q3: 1,557 shares; 2025Q4: 6,527 shares; 2026Q1: 7,384 shares 7,384 $299K 0.02% +857 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 5,776 shares; 2025Q1: 5,533 shares; 2025Q2: 5,239 shares; 2025Q3: 3,380 shares; 2025Q4: 2,893 shares; 2026Q1: 3,299 shares 3,299 $298K 0.02% +406 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 4,832 shares; 2025Q4: 8,427 shares; 2026Q1: 6,941 shares 6,941 $298K 0.02% -1,486 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,234 shares; 2025Q1: 1,240 shares; 2025Q2: 1,234 shares; 2025Q3: 9,751 shares; 2025Q4: 17,971 shares; 2026Q1: 13,739 shares 13,739 $297K 0.02% -4,232 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 7,113 shares; 2025Q1: 7,586 shares; 2025Q2: 6,264 shares; 2025Q3: 5,304 shares; 2025Q4: 5,540 shares; 2026Q1: 5,764 shares 5,764 $296K 0.02% +224 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: 772 shares; 2024Q4: 769 shares; 2025Q1: 795 shares; 2025Q2: 682 shares; 2025Q3: 782 shares; 2025Q4: 737 shares; 2026Q1: 929 shares 929 $296K 0.02% +192 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 960 shares; 2025Q1: 640 shares; 2025Q2: 658 shares; 2025Q3: 676 shares; 2025Q4: 780 shares; 2026Q1: 2,877 shares 2,877 $294K 0.02% +2,097 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,777 shares; 2025Q1: 3,775 shares; 2025Q2: 3,751 shares; 2025Q3: 6,637 shares; 2025Q4: 5,359 shares; 2026Q1: 3,775 shares 3,775 $291K 0.02% -1,584 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,500 shares; 2025Q1: 14,000 shares; 2025Q2: 20,000 shares; 2025Q3: 17,000 shares; 2025Q4: 22,000 shares; 2026Q1: 15,000 shares 15,000 $287K 0.02% -7,000 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,600 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,200 shares 5,200 $286K 0.01% -350 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 53,000 shares; 2026Q1: 53,000 shares 53,000 $286K 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 4,152 shares; 2025Q4: 5,450 shares; 2026Q1: 5,542 shares 5,542 $285K 0.01% +92 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,265 shares; 2025Q1: 4,290 shares; 2025Q2: 4,320 shares; 2025Q3: 4,300 shares; 2025Q4: 4,293 shares; 2026Q1: 4,314 shares 4,314 $282K 0.01% +21 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,374 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,374 shares; 2025Q4: 7,480 shares; 2026Q1: 7,229 shares 7,229 $281K 0.01% -251 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,060 shares 3,060 $281K 0.01% +2,060 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 755 shares; 2025Q1: 730 shares; 2025Q2: 735 shares; 2025Q3: 2,335 shares; 2025Q4: 2,205 shares; 2026Q1: 2,796 shares 2,796 $280K 0.01% +591 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,019 shares; 2024Q4: 43,609 shares; 2025Q1: 43,394 shares; 2025Q2: 43,394 shares; 2025Q3: 41,294 shares; 2025Q4: 41,294 shares; 2026Q1: 46,294 shares 46,294 $280K 0.01% +5,000 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,538 shares; 2026Q1: 6,547 shares 6,547 $278K 0.01% +1,009 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 239 shares; 2025Q1: 343 shares; 2025Q2: 386 shares; 2025Q3: 232 shares; 2025Q4: 1,616 shares; 2026Q1: 4,675 shares 4,675 $276K 0.01% +3,059 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,948 shares; 2024Q4: 32,233 shares; 2025Q1: 36,789 shares; 2025Q2: 30,392 shares; 2025Q3: 22,980 shares; 2025Q4: 24,963 shares; 2026Q1: 23,923 shares 23,923 $276K 0.01% -1,040 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 1,250 shares; 2025Q2: 4,450 shares; 2025Q3: 3,975 shares; 2025Q4: 4,975 shares; 2026Q1: 5,450 shares 5,450 $275K 0.01% +475 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,430 shares; 2025Q1: 1,341 shares; 2025Q2: 1,446 shares; 2025Q3: 1,443 shares; 2025Q4: 1,608 shares; 2026Q1: 1,315 shares 1,315 $275K 0.01% -293 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 324 shares; 2025Q4: 822 shares; 2026Q1: 1,101 shares 1,101 $274K 0.01% +279 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 121 shares; 2025Q1: 112 shares; 2025Q2: 106 shares; 2025Q3: 859 shares; 2025Q4: 897 shares; 2026Q1: 1,279 shares 1,279 $274K 0.01% +382 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 36 shares; 2025Q3: 2,404 shares; 2025Q4: 2,340 shares; 2026Q1: 5,120 shares 5,120 $274K 0.01% +2,780 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: 14,504 shares; 2024Q4: 14,571 shares; 2025Q1: 11,706 shares; 2025Q2: 11,760 shares; 2025Q3: 11,815 shares; 2025Q4: 11,888 shares; 2026Q1: 11,925 shares 11,925 $273K 0.01% +37 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 40 shares; 2025Q2: 10 shares; 2025Q3: 6,513 shares; 2025Q4: 16,115 shares; 2026Q1: 16,319 shares 16,319 $273K 0.01% +204 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 34 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 74 shares; 2026Q1: 2,306 shares 2,306 $273K 0.01% +2,232 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,670 shares; 2024Q4: 53,670 shares; 2025Q1: 53,670 shares; 2025Q2: 45,576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,028 shares 24,028 $271K 0.01% new 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: 6,714 shares; 2024Q4: 6,713 shares; 2025Q1: 6,947 shares; 2025Q2: 5,828 shares; 2025Q3: 7,203 shares; 2025Q4: 7,341 shares; 2026Q1: 6,595 shares 6,595 $271K 0.01% -746 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,210 shares; 2025Q2: 3,190 shares; 2025Q3: 3,180 shares; 2025Q4: 3,112 shares; 2026Q1: 3,110 shares 3,110 $269K 0.01% -2 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 395 shares; 2025Q1: 100 shares; 2025Q2: 750 shares; 2025Q3: 11,278 shares; 2025Q4: 504 shares; 2026Q1: 10,442 shares 10,442 $266K 0.01% +9,938 Timeline TREX TREX INC More: the full row for TREX 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: 1,162 shares; 2025Q4: 5,278 shares; 2026Q1: 7,288 shares 7,288 $265K 0.01% +2,010 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 240 shares; 2025Q1: 218 shares; 2025Q2: 5 shares; 2025Q3: 57 shares; 2025Q4: 278 shares; 2026Q1: 3,704 shares 3,704 $265K 0.01% +3,426 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3,957 shares; 2025Q4: 7,951 shares; 2026Q1: 5,285 shares 5,285 $264K 0.01% -2,666 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 207 shares; 2025Q2: 205 shares; 2025Q3: 2,874 shares; 2025Q4: 6,009 shares; 2026Q1: 3,829 shares 3,829 $261K 0.01% -2,180 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: 2,257 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 3,502 shares 3,502 $260K 0.01% +1,245 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 83 shares; 2025Q1: 64 shares; 2025Q2: 62 shares; 2025Q3: 480 shares; 2025Q4: 124 shares; 2026Q1: 480 shares 480 $259K 0.01% +356 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,805 shares; 2025Q1: 2,711 shares; 2025Q2: 2,807 shares; 2025Q3: 2,507 shares; 2025Q4: 3,319 shares; 2026Q1: 3,709 shares 3,709 $259K 0.01% +390 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: 328 shares; 2025Q3: 5,359 shares; 2025Q4: 837 shares; 2026Q1: 4,569 shares 4,569 $258K 0.01% +3,732 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: 3,087 shares; 2024Q4: 2,829 shares; 2025Q1: 2,708 shares; 2025Q2: 2,684 shares; 2025Q3: 2,449 shares; 2025Q4: 2,142 shares; 2026Q1: 2,182 shares 2,182 $258K 0.01% +40 Timeline SLYG 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: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares 2,657 $257K 0.01% 0 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: 302 shares; 2024Q4: 315 shares; 2025Q1: 330 shares; 2025Q2: 333 shares; 2025Q3: 310 shares; 2025Q4: 798 shares; 2026Q1: 1,072 shares 1,072 $257K 0.01% +274 Timeline HYG 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: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,637 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares 3,212 $256K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 182 shares; 2026Q1: 469 shares 469 $255K 0.01% +287 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 5,252 shares; 2025Q4: 5,257 shares; 2026Q1: 5,268 shares 5,268 $254K 0.01% +11 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $253K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 660 shares; 2025Q1: 733 shares; 2025Q2: 1,144 shares; 2025Q3: 807 shares; 2025Q4: 1,514 shares; 2026Q1: 4,103 shares 4,103 $252K 0.01% +2,589 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares 2,750 $252K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 506 shares; 2025Q1: 403 shares; 2025Q2: 387 shares; 2025Q3: 1,387 shares; 2025Q4: 407 shares; 2026Q1: 1,078 shares 1,078 $250K 0.01% +671 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 184 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 1,487 shares; 2026Q1: 1,717 shares 1,717 $250K 0.01% +230 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 184 shares; 2025Q4: 745 shares; 2026Q1: 2,631 shares 2,631 $250K 0.01% +1,886 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 9,379 shares; 2025Q1: 9,289 shares; 2025Q2: 9,129 shares; 2025Q3: 19,640 shares; 2025Q4: 9,404 shares; 2026Q1: 15,844 shares 15,844 $249K 0.01% +6,440 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,523 shares; 2025Q1: 9,384 shares; 2025Q2: 9,555 shares; 2025Q3: 9,187 shares; 2025Q4: 16,410 shares; 2026Q1: 15,786 shares 15,786 $247K 0.01% -624 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,593 shares; 2024Q4: 184,090 shares; 2025Q1: 3,691 shares; 2025Q2: 4,127 shares; 2025Q3: 3,431 shares; 2025Q4: 5,115 shares; 2026Q1: 9,857 shares 9,857 $245K 0.01% +4,742 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,684 shares; 2024Q4: 27,964 shares; 2025Q1: 27,893 shares; 2025Q2: 27,831 shares; 2025Q3: 27,931 shares; 2025Q4: 26,881 shares; 2026Q1: 27,881 shares 27,881 $245K 0.01% +1,000 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,055 shares; 2025Q2: 3,080 shares; 2025Q3: 3,025 shares; 2025Q4: 3,213 shares; 2026Q1: 3,290 shares 3,290 $244K 0.01% +77 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: 1,348 shares; 2024Q4: 1,406 shares; 2025Q1: 1,449 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,527 shares; 2026Q1: 1,659 shares 1,659 $243K 0.01% +132 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 227 shares; 2026Q1: 1,814 shares 1,814 $241K 0.01% +1,587 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: 14 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 7 shares; 2025Q4: 89 shares; 2026Q1: 2,684 shares 2,684 $241K 0.01% +2,595 Timeline QUAL 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: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $241K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: 1 shares; 2025Q2: 16 shares; 2025Q3: 1,372 shares; 2025Q4: 1,302 shares; 2026Q1: 736 shares 736 $241K 0.01% -566 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,778 shares; 2024Q4: 17,601 shares; 2025Q1: 17,352 shares; 2025Q2: 17,505 shares; 2025Q3: 17,642 shares; 2025Q4: 18,126 shares; 2026Q1: 17,709 shares 17,709 $239K 0.01% -417 Timeline VEU 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: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,253 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $238K 0.01% 0 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: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,879 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $237K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 10,197 shares; 2025Q1: 9,326 shares; 2025Q2: 5,833 shares; 2025Q3: 4,977 shares; 2025Q4: 4,957 shares; 2026Q1: 1,633 shares 1,633 $236K 0.01% -3,324 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $236K 0.01% 0 Timeline SCHF 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: 4,128 shares; 2024Q4: 6,796 shares; 2025Q1: 6,848 shares; 2025Q2: 6,864 shares; 2025Q3: 6,864 shares; 2025Q4: 9,489 shares; 2026Q1: 9,489 shares 9,489 $235K 0.01% 0 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: 29,608 shares; 2024Q4: 9,810 shares; 2025Q1: 9,860 shares; 2025Q2: 9,840 shares; 2025Q3: 9,384 shares; 2025Q4: 9,409 shares; 2026Q1: 10,423 shares 10,423 $232K 0.01% +1,014 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,755 shares; 2025Q1: 5,804 shares; 2025Q2: 5,724 shares; 2025Q3: 5,751 shares; 2025Q4: 5,993 shares; 2026Q1: 6,483 shares 6,483 $231K 0.01% +490 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: 6,486 shares; 2024Q4: 6,486 shares; 2025Q1: 6,501 shares; 2025Q2: 6,515 shares; 2025Q3: 6,535 shares; 2025Q4: 6,608 shares; 2026Q1: 6,517 shares 6,517 $231K 0.01% -91 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 75 shares; 2025Q2: 30 shares; 2025Q3: 837 shares; 2025Q4: 866 shares; 2026Q1: 1,327 shares 1,327 $231K 0.01% +461 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 209 shares; 2025Q4: 247 shares; 2026Q1: 335 shares 335 $228K 0.01% +88 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: 1,616 shares; 2024Q4: 1,651 shares; 2025Q1: 1,710 shares; 2025Q2: 1,549 shares; 2025Q3: 1,122 shares; 2025Q4: 2,542 shares; 2026Q1: 1,147 shares 1,147 $228K 0.01% -1,395 Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 11,386 shares; 2025Q3: 11,371 shares; 2025Q4: 11,374 shares; 2026Q1: 11,375 shares 11,375 $227K 0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 344 shares; 2025Q1: 227 shares; 2025Q2: 424 shares; 2025Q3: 478 shares; 2025Q4: 636 shares; 2026Q1: 658 shares 658 $227K 0.01% +22 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1,216 shares; 2025Q4: 691 shares; 2026Q1: 1,701 shares 1,701 $226K 0.01% +1,010 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 766 shares; 2026Q1: 784 shares 784 $225K 0.01% +18 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,872 shares; 2025Q4: 2,096 shares; 2026Q1: 1,566 shares 1,566 $225K 0.01% -530 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 7,678 shares; 2025Q4: 4,193 shares; 2026Q1: 8,084 shares 8,084 $224K 0.01% +3,891 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 52 shares; 2025Q1: 76 shares; 2025Q2: 79 shares; 2025Q3: 179 shares; 2025Q4: 273 shares; 2026Q1: 1,895 shares 1,895 $224K 0.01% +1,622 Timeline VCR 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: 836 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 723 shares; 2026Q1: 623 shares 623 $224K 0.01% -100 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 1,715 shares; 2025Q4: 1,101 shares; 2026Q1: 1,268 shares 1,268 $223K 0.01% +167 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 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 55 shares; 2025Q4: 1,157 shares; 2026Q1: 1,175 shares 1,175 $223K 0.01% +18 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 11,745 shares; 2025Q1: 11,780 shares; 2025Q2: 11,550 shares; 2025Q3: 11,445 shares; 2025Q4: 11,520 shares; 2026Q1: 11,592 shares 11,592 $222K 0.01% +72 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 2,589 shares; 2025Q4: 4,677 shares; 2026Q1: 4,088 shares 4,088 $221K 0.01% -589 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,416 shares; 2026Q1: 5,537 shares 5,537 $220K 0.01% -20,879 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $220K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 2,010 shares 2,010 $219K 0.01% +100 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,456 shares; 2025Q1: 2,239 shares; 2025Q2: 2,239 shares; 2025Q3: 2,239 shares; 2025Q4: 1,951 shares; 2026Q1: 2,778 shares 2,778 $218K 0.01% +827 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 548 shares; 2025Q1: 599 shares; 2025Q2: 588 shares; 2025Q3: 584 shares; 2025Q4: 565 shares; 2026Q1: 993 shares 993 $217K 0.01% +428 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 47 shares; 2025Q1: 52 shares; 2025Q2: 27 shares; 2025Q3: 4,680 shares; 2025Q4: 9,643 shares; 2026Q1: 11,640 shares 11,640 $217K 0.01% +1,997 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 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 $217K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 95 shares; 2025Q4: 290 shares; 2026Q1: 9,458 shares 9,458 $215K 0.01% +9,168 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 53,700 shares; 2025Q1: 53,700 shares; 2025Q2: 53,700 shares; 2025Q3: 21,200 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares 21,200 $215K 0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,638 shares; 2025Q4: 52,125 shares; 2026Q1: 32,696 shares 32,696 $215K 0.01% -19,429 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 861 shares; 2025Q1: 764 shares; 2025Q2: 448 shares; 2025Q3: 7,265 shares; 2025Q4: 9,175 shares; 2026Q1: 3,338 shares 3,338 $214K 0.01% -5,837 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,682 shares; 2025Q1: 3,219 shares; 2025Q2: 3,204 shares; 2025Q3: 4,392 shares; 2025Q4: 3,692 shares; 2026Q1: 5,067 shares 5,067 $214K 0.01% +1,375 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 245 shares; 2025Q4: 363 shares; 2026Q1: 393 shares 393 $214K 0.01% +30 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to 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: 1,700 shares; 2026Q1: 6,450 shares 6,450 $214K 0.01% +4,750 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: 577 shares; 2024Q4: 1,318 shares; 2025Q1: 1,358 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,896 shares; 2026Q1: 7,320 shares 7,320 $213K 0.01% +5,424 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,575 shares; 2024Q4: 88,917 shares; 2025Q1: 56,917 shares; 2025Q2: 51,917 shares; 2025Q3: 23,317 shares; 2025Q4: 23,317 shares; 2026Q1: 23,317 shares 23,317 $212K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 135 shares; 2025Q4: 58 shares; 2026Q1: 62 shares 62 $211K 0.01% +4 Timeline UOCT 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: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $210K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 639 shares; 2025Q1: 658 shares; 2025Q2: 595 shares; 2025Q3: 593 shares; 2025Q4: 557 shares; 2026Q1: 1,729 shares 1,729 $209K 0.01% +1,172 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: 698 shares; 2024Q4: 714 shares; 2025Q1: 492 shares; 2025Q2: 486 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 501 shares 501 $209K 0.01% +16 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 55 shares; 2025Q1: 95 shares; 2025Q2: 130 shares; 2025Q3: 134 shares; 2025Q4: 179 shares; 2026Q1: 2,402 shares 2,402 $209K 0.01% +2,223 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 888 shares; 2025Q1: 828 shares; 2025Q2: 824 shares; 2025Q3: 1,019 shares; 2025Q4: 986 shares; 2026Q1: 999 shares 999 $208K 0.01% +13 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: 852 shares; 2024Q4: 884 shares; 2025Q1: 408 shares; 2025Q2: 641 shares; 2025Q3: 599 shares; 2025Q4: 1,295 shares; 2026Q1: 2,114 shares 2,114 $207K 0.01% +819 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: 527 shares; 2024Q4: 554 shares; 2025Q1: 862 shares; 2025Q2: 779 shares; 2025Q3: 1,534 shares; 2025Q4: 914 shares; 2026Q1: 3,030 shares 3,030 $206K 0.01% +2,116 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 604 shares; 2026Q1: 347 shares 347 $206K 0.01% -257 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,104 shares; 2024Q4: 77,104 shares; 2025Q1: 77,104 shares; 2025Q2: 77,104 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $206K 0.01% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 5,160 shares; 2025Q2: 5,145 shares; 2025Q3: 5,173 shares; 2025Q4: 5,057 shares; 2026Q1: 5,076 shares 5,076 $205K 0.01% +19 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 43 shares; 2025Q1: 426 shares; 2025Q2: 462 shares; 2025Q3: 498 shares; 2025Q4: 519 shares; 2026Q1: 1,118 shares 1,118 $205K 0.01% +599 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: 1,170 shares; 2024Q4: 1,098 shares; 2025Q1: 1,189 shares; 2025Q2: 1,000 shares; 2025Q3: 941 shares; 2025Q4: 822 shares; 2026Q1: 1,049 shares 1,049 $204K 0.01% +227 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares 7,764 $203K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $202K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,427 shares; 2025Q1: 3,308 shares; 2025Q2: 3,014 shares; 2025Q3: 2,586 shares; 2025Q4: 2,543 shares; 2026Q1: 3,079 shares 3,079 $201K 0.01% +536 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 18,766 shares 18,766 $199K 0.01% +1,766 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,595 shares; 2025Q2: 5,595 shares; 2025Q3: 8,563 shares; 2025Q4: 5,643 shares; 2026Q1: 5,613 shares 5,613 $199K 0.01% -30 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 1,911 shares; 2025Q1: 1,859 shares; 2025Q2: 2,021 shares; 2025Q3: 2,023 shares; 2025Q4: 2,516 shares; 2026Q1: 2,028 shares 2,028 $199K 0.01% -488 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 270 shares; 2025Q2: 295 shares; 2025Q3: 6,634 shares; 2025Q4: 10,950 shares; 2026Q1: 7,562 shares 7,562 $199K 0.01% -3,388 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,506 shares; 2026Q1: 3,506 shares 3,506 $198K 0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 70 shares; 2025Q1: 90 shares; 2025Q2: 115 shares; 2025Q3: 1,421 shares; 2025Q4: 1,872 shares; 2026Q1: 2,074 shares 2,074 $197K 0.01% +202 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: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $197K 0.01% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,220 shares; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares; 2026Q1: 7,220 shares 7,220 $196K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 0 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 519 shares; 2025Q4: 637 shares; 2026Q1: 658 shares 658 $196K 0.01% +21 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 657 shares; 2025Q1: 409 shares; 2025Q2: 413 shares; 2025Q3: 346 shares; 2025Q4: 387 shares; 2026Q1: 437 shares 437 $195K 0.01% +50 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,123 shares 3,123 $195K 0.01% 0 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: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 3,008 shares; 2026Q1: 2,198 shares 2,198 $194K 0.01% -810 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 597 shares; 2025Q4: 193 shares; 2026Q1: 3,346 shares 3,346 $193K 0.01% +3,153 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 37 shares; 2025Q3: 322 shares; 2025Q4: 1,848 shares; 2026Q1: 6,897 shares 6,897 $193K 0.01% +5,049 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $192K 0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 1,054 shares; 2025Q4: 811 shares; 2026Q1: 833 shares 833 $192K 0.01% +22 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 10 shares; 2025Q3: 3,177 shares; 2025Q4: 3,040 shares; 2026Q1: 2,027 shares 2,027 $192K 0.01% -1,013 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 138 shares; 2025Q4: 2,415 shares; 2026Q1: 4,038 shares 4,038 $191K 0.01% +1,623 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,172 shares; 2024Q4: 177,512 shares; 2025Q1: 151,273 shares; 2025Q2: 14,469 shares; 2025Q3: 14,469 shares; 2025Q4: 14,469 shares; 2026Q1: 17,007 shares 17,007 $191K 0.01% +2,538 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 239 shares; 2025Q4: 268 shares; 2026Q1: 679 shares 679 $190K 0.01% +411 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 822 shares; 2025Q1: 659 shares; 2025Q2: 728 shares; 2025Q3: 868 shares; 2025Q4: 1,203 shares; 2026Q1: 1,210 shares 1,210 $190K 0.01% +7 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: 3,714 shares; 2024Q4: 3,800 shares; 2025Q1: 3,043 shares; 2025Q2: 2,611 shares; 2025Q3: 2,605 shares; 2025Q4: 3,220 shares; 2026Q1: 7,958 shares 7,958 $189K 0.01% +4,738 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: not reported; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 5,432 shares; 2025Q4: 5,432 shares; 2026Q1: 5,432 shares 5,432 $189K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,188 shares; 2025Q1: 4,311 shares; 2025Q2: 4,158 shares; 2025Q3: 4,469 shares; 2025Q4: 3,856 shares; 2026Q1: 3,909 shares 3,909 $188K 0.01% +53 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 5,000 shares 5,000 $187K 0.01% -2,500 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 332 shares; 2025Q1: 429 shares; 2025Q2: 22,130 shares; 2025Q3: 30,375 shares; 2025Q4: 267 shares; 2026Q1: 4,023 shares 4,023 $187K 0.01% +3,756 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 3,306 shares; 2025Q4: 2,753 shares; 2026Q1: 2,858 shares 2,858 $186K 0.01% +105 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 90 shares; 2025Q1: 175 shares; 2025Q2: 205 shares; 2025Q3: 2,013 shares; 2025Q4: 4,252 shares; 2026Q1: 3,160 shares 3,160 $185K 0.01% -1,092 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 10,235 shares; 2025Q1: 10,305 shares; 2025Q2: 10,350 shares; 2025Q3: 10,280 shares; 2025Q4: 13,293 shares; 2026Q1: 13,300 shares 13,300 $185K 0.01% +7 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $184K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,184 shares; 2025Q1: 7,283 shares; 2025Q2: 7,394 shares; 2025Q3: 7,498 shares; 2025Q4: 7,626 shares; 2026Q1: 7,761 shares 7,761 $184K 0.01% +135 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 2,721 shares; 2026Q1: 2,721 shares 2,721 $184K 0.01% 0 Timeline CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,386 shares; 2024Q4: 45,386 shares; 2025Q1: 40,796 shares; 2025Q2: 38,502 shares; 2025Q3: 25,652 shares; 2025Q4: 22,975 shares; 2026Q1: 22,975 shares 22,975 $184K 0.01% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,550 shares; 2025Q1: 1,570 shares; 2025Q2: 1,595 shares; 2025Q3: 1,828 shares; 2025Q4: 1,588 shares; 2026Q1: 1,598 shares 1,598 $183K 0.01% +10 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,721 shares; 2025Q1: 1,722 shares; 2025Q2: 1,772 shares; 2025Q3: 1,635 shares; 2025Q4: 1,862 shares; 2026Q1: 7,509 shares 7,509 $183K 0.01% +5,647 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: 116 shares; 2024Q4: 136 shares; 2025Q1: 233 shares; 2025Q2: 499 shares; 2025Q3: 1,373 shares; 2025Q4: 1,324 shares; 2026Q1: 1,111 shares 1,111 $182K 0.01% -213 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 9,828 shares; 2025Q1: 9,686 shares; 2025Q2: 7,322 shares; 2025Q3: 7,230 shares; 2025Q4: 2,371 shares; 2026Q1: 2,012 shares 2,012 $181K 0.01% -359 Timeline VMI VALMONT INDS INC More: the full row for VALMONT 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: 423 shares; 2025Q4: 453 shares; 2026Q1: 450 shares 450 $180K 0.01% -3 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 371 shares; 2025Q1: 128 shares; 2025Q2: 225 shares; 2025Q3: 273 shares; 2025Q4: 2,925 shares; 2026Q1: 1,873 shares 1,873 $180K 0.01% -1,052 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 158 shares; 2025Q1: 173 shares; 2025Q2: 154 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 164 shares 164 $179K 0.01% +7 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,434 shares; 2025Q1: 2,202 shares; 2025Q2: 2,114 shares; 2025Q3: 4,403 shares; 2025Q4: 3,509 shares; 2026Q1: 2,945 shares 2,945 $178K 0.01% -564 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,485 shares; 2025Q1: 1,392 shares; 2025Q2: 1,354 shares; 2025Q3: 1,469 shares; 2025Q4: 1,578 shares; 2026Q1: 4,729 shares 4,729 $178K 0.01% +3,151 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,050 shares; 2025Q2: 2,100 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,093 shares 2,093 $177K 0.01% +8 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 33 shares; 2025Q3: 1,555 shares; 2025Q4: 2,217 shares; 2026Q1: 1,563 shares 1,563 $176K 0.01% -654 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 783 shares; 2025Q1: 758 shares; 2025Q2: 911 shares; 2025Q3: 3,240 shares; 2025Q4: 3,261 shares; 2026Q1: 2,073 shares 2,073 $176K 0.01% -1,188 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 331 shares; 2025Q1: 284 shares; 2025Q2: 293 shares; 2025Q3: 308 shares; 2025Q4: 899 shares; 2026Q1: 3,740 shares 3,740 $175K 0.01% +2,841 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,759 shares; 2025Q4: 672 shares; 2026Q1: 1,619 shares 1,619 $175K 0.01% +947 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 25 shares; 2025Q1: 60 shares; 2025Q2: 55 shares; 2025Q3: 68 shares; 2025Q4: 115 shares; 2026Q1: 944 shares 944 $174K 0.01% +829 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 210 shares; 2025Q1: 2,425 shares; 2025Q2: 2,720 shares; 2025Q3: 5,360 shares; 2025Q4: 5,500 shares; 2026Q1: 6,025 shares 6,025 $174K 0.01% +525 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 4,643 shares 4,643 $172K 0.01% new Timeline USMV 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares 1,844 $171K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,090 shares; 2025Q1: 1,115 shares; 2025Q2: 987 shares; 2025Q3: 1,071 shares; 2025Q4: 536 shares; 2026Q1: 867 shares 867 $169K 0.01% +331 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 25 shares; 2025Q3: 6,164 shares; 2025Q4: 4,645 shares; 2026Q1: 3,636 shares 3,636 $169K 0.01% -1,009 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: 2,696 shares; 2024Q4: 2,777 shares; 2025Q1: 3,097 shares; 2025Q2: 2,876 shares; 2025Q3: 2,879 shares; 2025Q4: 3,091 shares; 2026Q1: 3,096 shares 3,096 $167K 0.01% +5 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,300 shares 3,300 $167K 0.01% -600 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: not reported; 2025Q2: 5 shares; 2025Q3: 26 shares; 2025Q4: 46 shares; 2026Q1: 883 shares 883 $167K 0.01% +837 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: 63 shares; 2024Q4: 199 shares; 2025Q1: 136 shares; 2025Q2: 224 shares; 2025Q3: 457 shares; 2025Q4: 513 shares; 2026Q1: 909 shares 909 $167K 0.01% +396 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: 1,024 shares; 2024Q4: 1,027 shares; 2025Q1: 1,029 shares; 2025Q2: 1,037 shares; 2025Q3: 1,069 shares; 2025Q4: 1,131 shares; 2026Q1: 1,134 shares 1,134 $166K 0.01% +3 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,269 shares; 2025Q2: 3,270 shares; 2025Q3: 3,153 shares; 2025Q4: 1,793 shares; 2026Q1: 1,800 shares 1,800 $165K 0.01% +7 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 6,808 shares; 2026Q1: 7,608 shares 7,608 $165K 0.01% +800 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 12 shares; 2025Q4: 108 shares; 2026Q1: 433 shares 433 $164K 0.01% +325 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 742 shares; 2026Q1: 790 shares 790 $162K 0.01% +48 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 528 shares; 2025Q1: 476 shares; 2025Q2: 475 shares; 2025Q3: 486 shares; 2025Q4: 505 shares; 2026Q1: 593 shares 593 $161K 0.01% +88 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,635 shares; 2025Q1: 2,659 shares; 2025Q2: 2,841 shares; 2025Q3: 2,845 shares; 2025Q4: 2,694 shares; 2026Q1: 2,718 shares 2,718 $161K 0.01% +24 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 30 shares; 2025Q3: 9,061 shares; 2025Q4: 6,921 shares; 2026Q1: 6,317 shares 6,317 $160K 0.01% -604 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 985 shares; 2025Q1: 1,031 shares; 2025Q2: 990 shares; 2025Q3: 994 shares; 2025Q4: 1,037 shares; 2026Q1: 1,183 shares 1,183 $160K 0.01% +146 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: 1,184 shares; 2024Q4: 1,182 shares; 2025Q1: 1,181 shares; 2025Q2: 1,194 shares; 2025Q3: 1,024 shares; 2025Q4: 990 shares; 2026Q1: 1,030 shares 1,030 $160K 0.01% +40 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 165 shares; 2026Q1: 1,509 shares 1,509 $160K 0.01% +1,344 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,284 shares; 2025Q1: 2,374 shares; 2025Q2: 2,131 shares; 2025Q3: 2,863 shares; 2025Q4: 2,496 shares; 2026Q1: 2,247 shares 2,247 $160K 0.01% -249 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 13,998 shares; 2025Q1: 14,479 shares; 2025Q2: 13,889 shares; 2025Q3: 13,753 shares; 2025Q4: 12,093 shares; 2026Q1: 9,492 shares 9,492 $159K 0.01% -2,601 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 46 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 88 shares; 2026Q1: 594 shares 594 $158K 0.01% +506 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 6,090 shares; 2025Q2: 6,655 shares; 2025Q3: 6,925 shares; 2025Q4: 7,167 shares; 2026Q1: 7,679 shares 7,679 $157K 0.01% +512 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,828 shares; 2024Q4: 59,269 shares; 2025Q1: 760 shares; 2025Q2: 675 shares; 2025Q3: 1,206 shares; 2025Q4: 1,019 shares; 2026Q1: 2,334 shares 2,334 $157K 0.01% +1,315 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 18 shares; 2025Q2: 29 shares; 2025Q3: 167 shares; 2025Q4: 3,776 shares; 2026Q1: 15,743 shares 15,743 $156K 0.01% +11,967 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 1,059 shares; 2025Q1: 979 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 937 shares; 2026Q1: 952 shares 952 $156K 0.01% +15 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,325 shares; 2025Q2: 1,166 shares; 2025Q3: 927 shares; 2025Q4: 694 shares; 2026Q1: 757 shares 757 $156K 0.01% +63 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 6 shares; 2025Q3: 382 shares; 2025Q4: 332 shares; 2026Q1: 910 shares 910 $156K 0.01% +578 Timeline PPA 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: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 938 shares 938 $155K 0.01% -137 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 540 shares; 2025Q1: 720 shares; 2025Q2: 795 shares; 2025Q3: 1,749 shares; 2025Q4: 960 shares; 2026Q1: 6,223 shares 6,223 $155K 0.01% +5,263 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 52 shares; 2026Q1: 673 shares 673 $155K 0.01% +621 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR 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: 10 shares; 2025Q3: 916 shares; 2025Q4: 2,281 shares; 2026Q1: 2,815 shares 2,815 $154K 0.01% +534 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 6 shares; 2025Q3: 13 shares; 2025Q4: 71 shares; 2026Q1: 430 shares 430 $154K 0.01% +359 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 53 shares; 2025Q1: 15 shares; 2025Q2: 105 shares; 2025Q3: 108 shares; 2025Q4: 155 shares; 2026Q1: 1,680 shares 1,680 $154K 0.01% +1,525 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 33 shares; 2025Q3: 691 shares; 2025Q4: 728 shares; 2026Q1: 856 shares 856 $153K 0.01% +128 Timeline SCHK 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: 2,440 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares 4,880 $153K 0.01% 0 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: 1 shares; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 54 shares; 2025Q3: 201 shares; 2025Q4: 1,501 shares; 2026Q1: 2,100 shares 2,100 $153K 0.01% +599 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,138 shares; 2024Q4: 140,687 shares; 2025Q1: 126,246 shares; 2025Q2: 13,379 shares; 2025Q3: 13,379 shares; 2025Q4: 12,379 shares; 2026Q1: 12,379 shares 12,379 $153K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,603 shares; 2025Q1: 1,634 shares; 2025Q2: 1,593 shares; 2025Q3: 1,668 shares; 2025Q4: 1,787 shares; 2026Q1: 1,955 shares 1,955 $152K 0.01% +168 Timeline DDFO 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: 7,050 shares; 2026Q1: 7,050 shares 7,050 $151K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,996 shares; 2025Q1: 1,980 shares; 2025Q2: 2,015 shares; 2025Q3: 2,321 shares; 2025Q4: 2,147 shares; 2026Q1: 2,178 shares 2,178 $151K 0.01% +31 Timeline SPGP 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: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $150K 0.01% 0 Timeline ISTB 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: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 3,095 shares 3,095 $150K 0.01% +1,400 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 17 shares; 2026Q1: 950 shares 950 $150K 0.01% +933 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 425 shares; 2025Q2: 565 shares; 2025Q3: 3,134 shares; 2025Q4: 1,950 shares; 2026Q1: 2,039 shares 2,039 $150K 0.01% +89 Timeline BMVP 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $150K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 562 shares; 2025Q1: 567 shares; 2025Q2: 563 shares; 2025Q3: 690 shares; 2025Q4: 512 shares; 2026Q1: 517 shares 517 $150K 0.01% +5 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 684 shares; 2025Q1: 741 shares; 2025Q2: 814 shares; 2025Q3: 1,594 shares; 2025Q4: 1,615 shares; 2026Q1: 1,796 shares 1,796 $148K 0.01% +181 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 55 shares; 2025Q3: 48 shares; 2025Q4: 145 shares; 2026Q1: 508 shares 508 $148K 0.01% +363 Timeline ITDB 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: 4,500 shares; 2026Q1: 4,500 shares 4,500 $147K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,776 shares 1,776 $147K 0.01% +1 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,813 shares; 2025Q1: 3,802 shares; 2025Q2: 3,404 shares; 2025Q3: 4,952 shares; 2025Q4: 4,946 shares; 2026Q1: 3,750 shares 3,750 $147K 0.01% -1,196 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 588 shares; 2025Q4: 1,031 shares; 2026Q1: 2,962 shares 2,962 $146K 0.01% +1,931 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 525 shares; 2025Q2: 545 shares; 2025Q3: 563 shares; 2025Q4: 610 shares; 2026Q1: 1,686 shares 1,686 $145K 0.01% +1,076 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 3,538 shares; 2025Q4: 6,738 shares; 2026Q1: 5,876 shares 5,876 $145K 0.01% -862 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 547 shares; 2025Q2: 381 shares; 2025Q3: 394 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $144K 0.01% 0 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 85 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 733 shares; 2026Q1: 3,232 shares 3,232 $144K 0.01% +2,499 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: 627 shares; 2024Q4: 397 shares; 2025Q1: 400 shares; 2025Q2: 740 shares; 2025Q3: 4,156 shares; 2025Q4: 1,505 shares; 2026Q1: 1,531 shares 1,531 $143K 0.01% +26 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 165 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 167 shares; 2026Q1: 1,855 shares 1,855 $143K 0.01% +1,688 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 741 shares; 2025Q1: 750 shares; 2025Q2: 752 shares; 2025Q3: 744 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739 $143K 0.01% 0 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 135 shares; 2025Q3: 109 shares; 2025Q4: 736 shares; 2026Q1: 4,358 shares 4,358 $143K 0.01% +3,622 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 516 shares; 2025Q1: 307 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 1,007 shares; 2026Q1: 1,986 shares 1,986 $143K 0.01% +979 Timeline DDFN 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: 7,500 shares; 2026Q1: 7,500 shares 7,500 $143K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 14 shares; 2025Q4: 132 shares; 2026Q1: 886 shares 886 $142K 0.01% +754 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 897 shares; 2025Q1: 1,002 shares; 2025Q2: 949 shares; 2025Q3: 1,549 shares; 2025Q4: 8,717 shares; 2026Q1: 5,350 shares 5,350 $141K 0.01% -3,367 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 543 shares; 2025Q1: 520 shares; 2025Q2: 498 shares; 2025Q3: 504 shares; 2025Q4: 388 shares; 2026Q1: 484 shares 484 $141K 0.01% +96 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: 421 shares; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 443 shares; 2025Q3: 446 shares; 2025Q4: 486 shares; 2026Q1: 526 shares 526 $140K 0.01% +40 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: 2,022 shares; 2024Q4: 1,622 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares 1,438 $140K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares; 2026Q1: 1,512 shares 1,512 $139K 0.01% +82 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 85 shares; 2025Q3: 585 shares; 2025Q4: 43 shares; 2026Q1: 5,924 shares 5,924 $137K 0.01% +5,881 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 105 shares; 2025Q1: 130 shares; 2025Q2: 150 shares; 2025Q3: 1,444 shares; 2025Q4: 1,688 shares; 2026Q1: 1,968 shares 1,968 $137K 0.01% +280 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 6,509 shares; 2025Q1: 6,242 shares; 2025Q2: 6,467 shares; 2025Q3: 8,866 shares; 2025Q4: 8,925 shares; 2026Q1: 6,599 shares 6,599 $137K 0.01% -2,326 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,687 shares; 2025Q1: 2,034 shares; 2025Q2: 2,232 shares; 2025Q3: 2,264 shares; 2025Q4: 1,582 shares; 2026Q1: 1,879 shares 1,879 $137K 0.01% +297 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to 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: 100 shares; 2026Q1: 1,923 shares 1,923 $136K 0.01% +1,823 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 692 shares 692 $136K 0.01% -449 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $135K 0.01% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 100 shares; 2025Q1: 140 shares; 2025Q2: 160 shares; 2025Q3: 117 shares; 2025Q4: 132 shares; 2026Q1: 1,610 shares 1,610 $135K 0.01% +1,478 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,190 shares; 2025Q1: 3,198 shares; 2025Q2: 3,230 shares; 2025Q3: 9,936 shares; 2025Q4: 3,680 shares; 2026Q1: 10,254 shares 10,254 $135K 0.01% +6,574 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 1,289 shares; 2025Q4: 9,225 shares; 2026Q1: 6,179 shares 6,179 $134K 0.01% -3,046 Timeline VGK 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $134K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 276 shares; 2025Q2: 338 shares; 2025Q3: 406 shares; 2025Q4: 412 shares; 2026Q1: 416 shares 416 $134K 0.01% +4 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,081 shares; 2025Q1: 2,085 shares; 2025Q2: 2,149 shares; 2025Q3: 2,153 shares; 2025Q4: 1,645 shares; 2026Q1: 1,453 shares 1,453 $132K 0.01% -192 Timeline VSS 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares 907 $132K 0.01% 0 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: 771 shares; 2024Q4: 786 shares; 2025Q1: 911 shares; 2025Q2: 971 shares; 2025Q3: 1,051 shares; 2025Q4: 1,061 shares; 2026Q1: 1,095 shares 1,095 $132K 0.01% +34 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250 $132K 0.01% new 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: 316 shares; 2024Q4: 300 shares; 2025Q1: 381 shares; 2025Q2: 388 shares; 2025Q3: 413 shares; 2025Q4: 816 shares; 2026Q1: 992 shares 992 $132K 0.01% +176 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,192 shares; 2025Q1: 3,538 shares; 2025Q2: 3,586 shares; 2025Q3: 3,461 shares; 2025Q4: 3,549 shares; 2026Q1: 3,620 shares 3,620 $132K 0.01% +71 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: 1,045 shares; 2024Q4: 990 shares; 2025Q1: 903 shares; 2025Q2: 930 shares; 2025Q3: 938 shares; 2025Q4: 980 shares; 2026Q1: 968 shares 968 $132K 0.01% -12 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 240 shares; 2025Q1: 252 shares; 2025Q2: 218 shares; 2025Q3: 224 shares; 2025Q4: 252 shares; 2026Q1: 465 shares 465 $131K 0.01% +213 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 5 shares; 2025Q3: 154 shares; 2025Q4: 131 shares; 2026Q1: 1,421 shares 1,421 $131K 0.01% +1,290 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 9,459 shares; 2025Q4: 4,525 shares; 2026Q1: 4,833 shares 4,833 $130K 0.01% +308 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 183 shares; 2026Q1: 1,533 shares 1,533 $130K 0.01% +1,350 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 736 shares; 2025Q1: 641 shares; 2025Q2: 374 shares; 2025Q3: 828 shares; 2025Q4: 960 shares; 2026Q1: 1,123 shares 1,123 $130K 0.01% +163 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: 91 shares; 2024Q4: 81 shares; 2025Q1: 116 shares; 2025Q2: 191 shares; 2025Q3: 515 shares; 2025Q4: 624 shares; 2026Q1: 2,107 shares 2,107 $129K 0.01% +1,483 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: 1,458 shares; 2024Q4: 1,470 shares; 2025Q1: 1,329 shares; 2025Q2: 2,627 shares; 2025Q3: 2,628 shares; 2025Q4: 2,674 shares; 2026Q1: 2,754 shares 2,754 $128K 0.01% +80 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 1,249 shares; 2025Q4: 855 shares; 2026Q1: 1,004 shares 1,004 $127K 0.01% +149 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,250 shares; 2025Q4: 1,656 shares; 2026Q1: 1,250 shares 1,250 $126K 0.01% -406 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 963 shares; 2025Q4: 1,058 shares; 2026Q1: 728 shares 728 $126K 0.01% -330 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 105 shares; 2025Q2: 110 shares; 2025Q3: 994 shares; 2025Q4: 1,318 shares; 2026Q1: 570 shares 570 $126K 0.01% -748 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $126K 0.01% 0 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 835 shares; 2025Q3: 830 shares; 2025Q4: 832 shares; 2026Q1: 842 shares 842 $125K 0.01% +10 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 19,520 shares; 2025Q1: 19,520 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $124K 0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 514 shares; 2025Q2: 130 shares; 2025Q3: 152 shares; 2025Q4: 232 shares; 2026Q1: 20,390 shares 20,390 $122K 0.01% +20,158 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,092 shares; 2025Q4: 969 shares; 2026Q1: 739 shares 739 $122K 0.01% -230 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 586 shares; 2026Q1: 634 shares 634 $122K 0.01% +48 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 1,031 shares; 2025Q4: 225 shares; 2026Q1: 872 shares 872 $121K 0.01% +647 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,084 shares; 2025Q1: 882 shares; 2025Q2: 855 shares; 2025Q3: 1,331 shares; 2025Q4: 1,360 shares; 2026Q1: 1,105 shares 1,105 $121K 0.01% -255 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,639 shares; 2025Q1: 2,694 shares; 2025Q2: 2,749 shares; 2025Q3: 2,530 shares; 2025Q4: 2,525 shares; 2026Q1: 2,670 shares 2,670 $121K 0.01% +145 Timeline IMCB 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: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares 1,451 $121K 0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,720 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,740 shares; 2025Q4: 1,753 shares; 2026Q1: 1,768 shares 1,768 $121K 0.01% +15 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 18,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $121K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 147 shares; 2025Q3: 623 shares; 2025Q4: 172 shares; 2026Q1: 249 shares 249 $121K 0.01% +77 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 105 shares; 2025Q1: 175 shares; 2025Q2: 70 shares; 2025Q3: 287 shares; 2025Q4: 611 shares; 2026Q1: 2,282 shares 2,282 $120K 0.01% +1,671 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 390 shares; 2025Q3: 274 shares; 2025Q4: 281 shares; 2026Q1: 417 shares 417 $117K 0.01% +136 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 7,072 shares; 2025Q1: 6,073 shares; 2025Q2: 6,150 shares; 2025Q3: 8,279 shares; 2025Q4: 8,202 shares; 2026Q1: 6,906 shares 6,906 $117K 0.01% -1,296 Timeline EDV 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: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 1,800 shares 1,800 $117K 0.01% -475 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,367 shares; 2024Q4: 15,344 shares; 2025Q1: 53 shares; 2025Q2: 104 shares; 2025Q3: 190 shares; 2025Q4: 3,485 shares; 2026Q1: 10,610 shares 10,610 $117K 0.01% +7,125 Timeline EWC 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: 3,644 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares 2,108 $115K 0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,469 shares; 2025Q3: 1,454 shares; 2025Q4: 2,001 shares; 2026Q1: 3,059 shares 3,059 $115K 0.01% +1,058 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,289 shares; 2025Q1: 5,483 shares; 2025Q2: 5,869 shares; 2025Q3: 6,049 shares; 2025Q4: 6,049 shares; 2026Q1: 6,448 shares 6,448 $115K 0.01% +399 Timeline SDOG 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $114K 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: 413 shares; 2024Q4: 411 shares; 2025Q1: 318 shares; 2025Q2: 283 shares; 2025Q3: 567 shares; 2025Q4: 246 shares; 2026Q1: 1,178 shares 1,178 $114K 0.01% +932 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: 441 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $113K 0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 28 shares; 2025Q4: 79 shares; 2026Q1: 2,737 shares 2,737 $113K 0.01% +2,658 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 314 shares; 2025Q1: 284 shares; 2025Q2: 22 shares; 2025Q3: 75 shares; 2025Q4: 198 shares; 2026Q1: 2,628 shares 2,628 $113K 0.01% +2,430 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 4 shares; 2025Q3: 21 shares; 2025Q4: 36 shares; 2026Q1: 2,359 shares 2,359 $113K 0.01% +2,323 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 10 shares; 2025Q3: 3,976 shares; 2025Q4: 776 shares; 2026Q1: 2,550 shares 2,550 $113K 0.01% +1,774 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH 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: 2 shares; 2025Q3: 5 shares; 2025Q4: 1,666 shares; 2026Q1: 518 shares 518 $112K 0.01% -1,148 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 8 shares; 2025Q1: 62 shares; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 99 shares; 2026Q1: 419 shares 419 $112K 0.01% +320 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,584 shares; 2025Q3: 7,584 shares; 2025Q4: 7,584 shares; 2026Q1: 3,996 shares 3,996 $111K 0.01% -3,588 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $111K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 940 shares; 2026Q1: 2,378 shares 2,378 $111K 0.01% +1,438 Timeline SPHQ 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $111K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,941 shares; 2024Q4: 23,478 shares; 2025Q1: 25,172 shares; 2025Q2: 24,604 shares; 2025Q3: 8,711 shares; 2025Q4: 3,889 shares; 2026Q1: 4,229 shares 4,229 $110K 0.01% +340 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: 86 shares; 2024Q4: 89 shares; 2025Q1: 82 shares; 2025Q2: 1,343 shares; 2025Q3: 1,076 shares; 2025Q4: 1,254 shares; 2026Q1: 1,196 shares 1,196 $110K 0.01% -58 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 472 shares; 2025Q1: 246 shares; 2025Q2: 358 shares; 2025Q3: 336 shares; 2025Q4: 350 shares; 2026Q1: 395 shares 395 $110K 0.01% +45 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,500 shares 7,500 $110K 0.01% +500 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 545 shares; 2025Q1: 105 shares; 2025Q2: 385 shares; 2025Q3: 472 shares; 2025Q4: 85 shares; 2026Q1: 4,144 shares 4,144 $110K 0.01% +4,059 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 261 shares; 2026Q1: 606 shares 606 $108K 0.01% +345 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 490 shares; 2025Q1: 654 shares; 2025Q2: 591 shares; 2025Q3: 1,216 shares; 2025Q4: 1,243 shares; 2026Q1: 1,332 shares 1,332 $107K 0.01% +89 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,315 shares; 2025Q4: 2,355 shares; 2026Q1: 2,384 shares 2,384 $106K 0.01% +29 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 301 shares; 2025Q2: 316 shares; 2025Q3: 2,784 shares; 2025Q4: 1,713 shares; 2026Q1: 1,845 shares 1,845 $106K 0.01% +132 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 45 shares; 2025Q4: 44 shares; 2026Q1: 2,389 shares 2,389 $106K 0.01% +2,345 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 2,326 shares 2,326 $106K 0.01% +621 Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: 30 shares; 2025Q4: 191 shares; 2026Q1: 2,194 shares 2,194 $105K 0.01% +2,003 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 274 shares; 2025Q1: 247 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 190 shares; 2026Q1: 187 shares 187 $105K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 1,645 shares; 2026Q1: 3,304 shares 3,304 $105K 0.01% +1,659 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 139 shares; 2026Q1: 536 shares 536 $105K 0.01% +397 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 29 shares; 2025Q1: 20 shares; 2025Q2: 18 shares; 2025Q3: 19 shares; 2025Q4: 20 shares; 2026Q1: 517 shares 517 $105K 0.01% +497 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 1,216 shares; 2025Q4: 1,204 shares; 2026Q1: 1,279 shares 1,279 $104K 0.01% +75 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 83 shares; 2025Q1: 143 shares; 2025Q2: 204 shares; 2025Q3: 354 shares; 2025Q4: 264 shares; 2026Q1: 255 shares 255 $104K 0.01% -9 Timeline IEV 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $104K 0.01% 0 Timeline IJJ 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: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $103K 0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,070 shares; 2025Q1: 3,100 shares; 2025Q2: 3,070 shares; 2025Q3: 3,157 shares; 2025Q4: 3,202 shares; 2026Q1: 3,248 shares 3,248 $103K 0.01% +46 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,376 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 1,964 shares; 2025Q4: 1,959 shares; 2026Q1: 1,819 shares 1,819 $103K 0.01% -140 Timeline IYF 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: 930 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $103K 0.01% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 22,215 shares; 2025Q4: 22,279 shares; 2026Q1: 22,324 shares 22,324 $103K 0.01% +45 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 5,667 shares; 2025Q4: 4,749 shares; 2026Q1: 2,264 shares 2,264 $102K 0.01% -2,485 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 140 shares 140 $102K 0.01% +135 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,880 shares; 2025Q1: 4,900 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares 4,876 $102K 0.01% 0 Timeline SPYX 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $102K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,071 shares; 2025Q1: 2,871 shares; 2025Q2: 2,886 shares; 2025Q3: 3,386 shares; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares 3,386 $102K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 439 shares; 2026Q1: 1,260 shares 1,260 $102K 0.01% +821 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: 430 shares; 2024Q4: 438 shares; 2025Q1: 224 shares; 2025Q2: 170 shares; 2025Q3: 384 shares; 2025Q4: 212 shares; 2026Q1: 977 shares 977 $101K 0.01% +765 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 138 shares; 2025Q1: 100 shares; 2025Q2: 284 shares; 2025Q3: 273 shares; 2025Q4: 871 shares; 2026Q1: 946 shares 946 $101K 0.01% +75 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 2,350 shares; 2025Q3: 2,973 shares; 2025Q4: 2,985 shares; 2026Q1: 2,985 shares 2,985 $101K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 14 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 23 shares; 2025Q4: 572 shares; 2026Q1: 1,014 shares 1,014 $101K 0.01% +442 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 89 shares; 2026Q1: 942 shares 942 $101K 0.01% +853 Timeline IQLT 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: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,499 shares; 2026Q1: 2,174 shares 2,174 $101K 0.01% -325 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: 593 shares; 2024Q4: 1,301 shares; 2025Q1: 1,305 shares; 2025Q2: 681 shares; 2025Q3: 1,021 shares; 2025Q4: 969 shares; 2026Q1: 1,378 shares 1,378 $100K 0.01% +409 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares 1,342 $99.8K 0.01% 0 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 1,075 shares 1,075 $99.6K 0.01% +250 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 25 shares; 2025Q1: 15 shares; 2025Q2: 70 shares; 2025Q3: 463 shares; 2025Q4: 1,014 shares; 2026Q1: 2,571 shares 2,571 $99.5K 0.01% +1,557 Timeline ZMAR 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: 3,600 shares 3,600 $99.3K 0.01% new 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: 51 shares; 2024Q4: 66 shares; 2025Q1: 96 shares; 2025Q2: 86 shares; 2025Q3: 807 shares; 2025Q4: 1,462 shares; 2026Q1: 1,504 shares 1,504 $99.2K 0.01% +42 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 15 shares; 2025Q3: 5 shares; 2025Q4: 47 shares; 2026Q1: 2,150 shares 2,150 $99.1K 0.01% +2,103 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 831 shares; 2025Q1: 1,184 shares; 2025Q2: 1,220 shares; 2025Q3: 1,006 shares; 2025Q4: 1,207 shares; 2026Q1: 1,221 shares 1,221 $98.8K 0.01% +14 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 13 shares; 2025Q4: 956 shares; 2026Q1: 1,946 shares 1,946 $97.9K 0.01% +990 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: 2,514 shares; 2024Q4: 2,552 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,199 shares; 2026Q1: 687 shares 687 $97.8K 0.01% -1,512 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares 3,965 $97.7K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $96.4K 0.01% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $96K 0.01% 0 Timeline TLT 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: 4,933 shares; 2024Q4: 4,772 shares; 2025Q1: 4,110 shares; 2025Q2: 66,471 shares; 2025Q3: 66,705 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $95.4K <0.01% 0 Timeline ITA 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: 238 shares; 2024Q4: 466 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $95.2K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 61 shares; 2025Q4: 202 shares; 2026Q1: 754 shares 754 $95K <0.01% +552 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 683 shares; 2025Q3: 698 shares; 2025Q4: 682 shares; 2026Q1: 704 shares 704 $94.8K <0.01% +22 Timeline VLUE 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 410 shares; 2025Q4: 666 shares; 2026Q1: 667 shares 667 $94.8K <0.01% +1 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: 15 shares; 2025Q3: 25 shares; 2025Q4: 295 shares; 2026Q1: 1,517 shares 1,517 $94.6K <0.01% +1,222 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 845 shares; 2025Q1: 890 shares; 2025Q2: 880 shares; 2025Q3: 900 shares; 2025Q4: 1,012 shares; 2026Q1: 912 shares 912 $94.5K <0.01% -100 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 36 shares; 2025Q1: 16 shares; 2025Q2: 11 shares; 2025Q3: 2,403 shares; 2025Q4: 2,401 shares; 2026Q1: 2,540 shares 2,540 $93.9K <0.01% +139 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: 1,464 shares; 2024Q4: 1,507 shares; 2025Q1: 1,462 shares; 2025Q2: 641 shares; 2025Q3: 4,708 shares; 2025Q4: 1,688 shares; 2026Q1: 4,867 shares 4,867 $93.5K <0.01% +3,179 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 489 shares; 2025Q4: 271 shares; 2026Q1: 273 shares 273 $92.6K <0.01% +2 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 45 shares; 2026Q1: 940 shares 940 $92.5K <0.01% +895 Timeline SCZ 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: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $92.5K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,510 shares; 2024Q4: 193,815 shares; 2025Q1: 190,348 shares; 2025Q2: 5,632 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares; 2026Q1: 8,018 shares 8,018 $92.2K <0.01% +3,086 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 92 shares; 2026Q1: 143 shares 143 $91.7K <0.01% +51 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 120 shares; 2025Q1: 165 shares; 2025Q2: 305 shares; 2025Q3: 838 shares; 2025Q4: 1,236 shares; 2026Q1: 2,195 shares 2,195 $90.9K <0.01% +959 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 6,871 shares; 2025Q1: 5,665 shares; 2025Q2: 5,830 shares; 2025Q3: 5,896 shares; 2025Q4: 6,465 shares; 2026Q1: 8,059 shares 8,059 $90.9K <0.01% +1,594 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 13,658 shares; 2025Q1: 13,104 shares; 2025Q2: 13,104 shares; 2025Q3: 13,104 shares; 2025Q4: 10,104 shares; 2026Q1: 10,104 shares 10,104 $90.8K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 6,111 shares; 2025Q1: 6,811 shares; 2025Q2: 5,718 shares; 2025Q3: 5,753 shares; 2025Q4: 5,816 shares; 2026Q1: 6,035 shares 6,035 $90.6K <0.01% +219 Timeline NIXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 5,540 shares; 2025Q1: 6,490 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares 3,290 $90.5K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 61 shares; 2025Q1: 69 shares; 2025Q2: 71 shares; 2025Q3: 82 shares; 2025Q4: 66 shares; 2026Q1: 78 shares 78 $90.5K <0.01% +12 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $90.3K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 8,718 shares; 2025Q1: 8,718 shares; 2025Q2: 8,718 shares; 2025Q3: 8,718 shares; 2025Q4: 6,251 shares; 2026Q1: 6,251 shares 6,251 $89.7K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,714 shares; 2025Q1: 1,760 shares; 2025Q2: 1,833 shares; 2025Q3: 4,232 shares; 2025Q4: 4,250 shares; 2026Q1: 4,236 shares 4,236 $89.6K <0.01% -14 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 286 shares; 2025Q1: 136 shares; 2025Q2: 56 shares; 2025Q3: 87 shares; 2025Q4: 49 shares; 2026Q1: 5,204 shares 5,204 $89.6K <0.01% +5,155 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 1,477 shares 1,477 $89.5K <0.01% +1,475 Timeline XONE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $89.1K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 319 shares; 2025Q1: 302 shares; 2025Q2: 288 shares; 2025Q3: 777 shares; 2025Q4: 691 shares; 2026Q1: 955 shares 955 $89.1K <0.01% +264 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 233 shares; 2025Q1: 308 shares; 2025Q2: 363 shares; 2025Q3: 1,694 shares; 2025Q4: 1,834 shares; 2026Q1: 2,170 shares 2,170 $89.1K <0.01% +336 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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 shares; 2025Q4: 517 shares; 2026Q1: 519 shares 519 $89.1K <0.01% +2 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 699 shares; 2025Q1: 723 shares; 2025Q2: 1,401 shares; 2025Q3: 714 shares; 2025Q4: 773 shares; 2026Q1: 791 shares 791 $88.9K <0.01% +18 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: 489 shares; 2024Q4: 566 shares; 2025Q1: 586 shares; 2025Q2: 550 shares; 2025Q3: 538 shares; 2025Q4: 574 shares; 2026Q1: 657 shares 657 $88.9K <0.01% +83 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: 25 shares; 2025Q3: 25 shares; 2025Q4: 233 shares; 2026Q1: 3,189 shares 3,189 $88.5K <0.01% +2,956 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 26 shares; 2025Q4: 154 shares; 2026Q1: 1,044 shares 1,044 $88.4K <0.01% +890 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 20 shares; 2025Q3: 90 shares; 2025Q4: 172 shares; 2026Q1: 2,405 shares 2,405 $88.1K <0.01% +2,233 Timeline TLTP AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,115 shares 4,115 $88.1K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN 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: 925 shares; 2025Q4: 1,025 shares; 2026Q1: 1,610 shares 1,610 $88K <0.01% +585 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 60 shares; 2025Q3: 1,667 shares; 2025Q4: 1,286 shares; 2026Q1: 2,063 shares 2,063 $87.8K <0.01% +777 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 49 shares; 2025Q2: 44 shares; 2025Q3: 2,019 shares; 2025Q4: 1,517 shares; 2026Q1: 1,462 shares 1,462 $87.5K <0.01% -55 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: 215 shares; 2024Q4: 230 shares; 2025Q1: 330 shares; 2025Q2: 390 shares; 2025Q3: 680 shares; 2025Q4: 581 shares; 2026Q1: 646 shares 646 $87.5K <0.01% +65 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $87.4K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $87.2K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 841 shares; 2025Q4: 993 shares; 2026Q1: 1,475 shares 1,475 $87.1K <0.01% +482 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 985 shares; 2025Q3: 814 shares; 2025Q4: 2,366 shares; 2026Q1: 2,575 shares 2,575 $87K <0.01% +209 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 1,857 shares 1,857 $87K <0.01% +950 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 434 shares 434 $86.6K <0.01% +1 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: 1,847 shares; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares 3,717 $86.3K <0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $86K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 19 shares; 2025Q4: 14 shares; 2026Q1: 50 shares 50 $85.6K <0.01% +36 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $85.6K <0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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 $85.5K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 325 shares; 2025Q4: 590 shares; 2026Q1: 818 shares 818 $84.9K <0.01% +228 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to 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 shares; 2025Q4: 12 shares; 2026Q1: 1,136 shares 1,136 $84.5K <0.01% +1,124 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237 $84.5K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 448 shares; 2025Q1: 495 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,303 shares; 2026Q1: 583 shares 583 $84.4K <0.01% -720 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $84.3K <0.01% new 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: 6,209 shares; 2024Q4: 1,084 shares; 2025Q1: 1,116 shares; 2025Q2: 1,216 shares; 2025Q3: 1,288 shares; 2025Q4: 1,305 shares; 2026Q1: 1,439 shares 1,439 $84.2K <0.01% +134 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 214 shares; 2025Q2: 219 shares; 2025Q3: 3,135 shares; 2025Q4: 2,019 shares; 2026Q1: 1,151 shares 1,151 $84.1K <0.01% -868 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379 shares; 2025Q4: 255 shares; 2026Q1: 170 shares 170 $84K <0.01% -85 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 714 shares; 2025Q1: 745 shares; 2025Q2: 1,241 shares; 2025Q3: 1,208 shares; 2025Q4: 1,246 shares; 2026Q1: 1,373 shares 1,373 $83.8K <0.01% +127 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 754 shares; 2025Q4: 1,146 shares; 2026Q1: 3,033 shares 3,033 $83K <0.01% +1,887 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 641 shares; 2025Q1: 664 shares; 2025Q2: 587 shares; 2025Q3: 598 shares; 2025Q4: 594 shares; 2026Q1: 706 shares 706 $83K <0.01% +112 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 5,403 shares; 2025Q1: 6,094 shares; 2025Q2: 6,227 shares; 2025Q3: 14,484 shares; 2025Q4: 14,682 shares; 2026Q1: 16,487 shares 16,487 $82.9K <0.01% +1,805 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 1,677 shares 1,677 $82.8K <0.01% +910 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,464 shares; 2025Q1: 2,933 shares; 2025Q2: 3,086 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,167 shares 3,167 $82.5K <0.01% 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: 2,271 shares; 2026Q1: 1,442 shares 1,442 $82.2K <0.01% -829 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 17 shares; 2025Q3: 151 shares; 2025Q4: 302 shares; 2026Q1: 300 shares 300 $82.1K <0.01% -2 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,025 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 3,775 shares; 2026Q1: 3,200 shares 3,200 $81.8K <0.01% -575 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 532 shares 532 $81.4K <0.01% +403 Timeline KBE 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares 1,365 $81.3K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 153 shares; 2025Q4: 319 shares; 2026Q1: 4,783 shares 4,783 $81.3K <0.01% +4,464 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3,220 shares; 2025Q4: 1,004 shares; 2026Q1: 5,046 shares 5,046 $81.2K <0.01% +4,042 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 126 shares; 2025Q1: 139 shares; 2025Q2: 144 shares; 2025Q3: 150 shares; 2025Q4: 144 shares; 2026Q1: 279 shares 279 $81K <0.01% +135 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: 434 shares; 2025Q4: 431 shares; 2026Q1: 1,933 shares 1,933 $80K <0.01% +1,502 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,751 shares; 2026Q1: 1,751 shares 1,751 $79.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 293 shares; 2025Q1: 297 shares; 2025Q2: 272 shares; 2025Q3: 284 shares; 2025Q4: 187 shares; 2026Q1: 268 shares 268 $79.8K <0.01% +81 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 396 shares; 2025Q1: 413 shares; 2025Q2: 349 shares; 2025Q3: 578 shares; 2025Q4: 1,001 shares; 2026Q1: 1,040 shares 1,040 $79.4K <0.01% +39 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 116 shares; 2026Q1: 655 shares 655 $79.3K <0.01% +539 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 1,365 shares 1,365 $79K <0.01% +1,322 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 83 shares; 2025Q4: 1,594 shares; 2026Q1: 2,813 shares 2,813 $78.8K <0.01% +1,219 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 40 shares; 2025Q1: 85 shares; 2025Q2: 95 shares; 2025Q3: 62 shares; 2025Q4: 352 shares; 2026Q1: 1,206 shares 1,206 $78.7K <0.01% +854 Timeline NLR 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: 7 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 591 shares; 2026Q1: 590 shares 590 $78.6K <0.01% -1 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $78.4K <0.01% 0 Timeline TWN TAIWAN FD INC More: the full row for TAIWAN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares 1,192 $78.4K <0.01% 0 Timeline PFEB 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: 1,950 shares 1,950 $78.2K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 651 shares; 2025Q1: 697 shares; 2025Q2: 390 shares; 2025Q3: 371 shares; 2025Q4: 362 shares; 2026Q1: 396 shares 396 $78K <0.01% +34 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares 1,675 $77.7K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 6 shares; 2025Q3: 13 shares; 2025Q4: 30 shares; 2026Q1: 582 shares 582 $77.2K <0.01% +552 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $77.2K <0.01% 0 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 503 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 694 shares 694 $76.6K <0.01% +250 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 640 shares; 2025Q2: 726 shares; 2025Q3: 616 shares; 2025Q4: 621 shares; 2026Q1: 638 shares 638 $76.5K <0.01% +17 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 740 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 746 shares; 2025Q4: 747 shares; 2026Q1: 731 shares 731 $76.3K <0.01% -16 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $76.3K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,420 shares; 2024Q4: 108,790 shares; 2025Q1: 2,379 shares; 2025Q2: 2,450 shares; 2025Q3: 2,497 shares; 2025Q4: 3,944 shares; 2026Q1: 3,590 shares 3,590 $75.9K <0.01% -354 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 49 shares; 2025Q1: 44 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 178 shares; 2026Q1: 384 shares 384 $75.8K <0.01% +206 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 121 shares; 2025Q1: 145 shares; 2025Q2: 269 shares; 2025Q3: 440 shares; 2025Q4: 910 shares; 2026Q1: 441 shares 441 $75.2K <0.01% -469 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: 2 shares; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 28 shares; 2025Q3: 203 shares; 2025Q4: 268 shares; 2026Q1: 188 shares 188 $74.9K <0.01% -80 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: 963 shares; 2024Q4: 968 shares; 2025Q1: 971 shares; 2025Q2: 975 shares; 2025Q3: 941 shares; 2025Q4: 909 shares; 2026Q1: 913 shares 913 $74.8K <0.01% +4 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: 100 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $74.7K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS 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 shares; 2025Q4: 374 shares; 2026Q1: 394 shares 394 $74.6K <0.01% +20 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 310 shares; 2025Q1: 132 shares; 2025Q2: 153 shares; 2025Q3: 137 shares; 2025Q4: 86 shares; 2026Q1: 188 shares 188 $74.5K <0.01% +102 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 712 shares; 2025Q2: 717 shares; 2025Q3: 657 shares; 2025Q4: 624 shares; 2026Q1: 1,382 shares 1,382 $74.5K <0.01% +758 Timeline