EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 741 shares; 2025Q1: 732 shares; 2025Q2: 747 shares; 2025Q3: 804 shares; 2025Q4: 877 shares; 2026Q1: 909 shares 909 $74.4K <0.01% +32 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 635 shares; 2025Q1: 737 shares; 2025Q2: 335 shares; 2025Q3: 272 shares; 2025Q4: 260 shares; 2026Q1: 254 shares 254 $74.4K <0.01% -6 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,209 shares; 2025Q1: 750 shares; 2025Q2: 690 shares; 2025Q3: 810 shares; 2025Q4: 990 shares; 2026Q1: 897 shares 897 $74.2K <0.01% -93 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,240 shares; 2025Q1: 1,230 shares; 2025Q2: 1,255 shares; 2025Q3: 1,331 shares; 2025Q4: 1,377 shares; 2026Q1: 1,529 shares 1,529 $74K <0.01% +152 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $73.9K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 1,536 shares; 2025Q1: 1,302 shares; 2025Q2: 1,390 shares; 2025Q3: 2,738 shares; 2025Q4: 2,556 shares; 2026Q1: 2,452 shares 2,452 $73.9K <0.01% -104 Timeline IHE 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $73.3K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 415 shares; 2026Q1: 240 shares 240 $73K <0.01% -175 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 928 shares; 2025Q1: 1,035 shares; 2025Q2: 758 shares; 2025Q3: 3,907 shares; 2025Q4: 699 shares; 2026Q1: 2,196 shares 2,196 $72.9K <0.01% +1,497 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,392 shares; 2025Q1: 1,523 shares; 2025Q2: 1,409 shares; 2025Q3: 1,430 shares; 2025Q4: 1,419 shares; 2026Q1: 1,604 shares 1,604 $72.7K <0.01% +185 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,604 shares; 2025Q1: 3,098 shares; 2025Q2: 3,172 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,350 shares 3,350 $72.6K <0.01% +181 Timeline GMOM 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: 2,025 shares 2,025 $72.4K <0.01% new Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,937 shares; 2025Q4: 3,148 shares; 2026Q1: 7,608 shares 7,608 $72.3K <0.01% +4,460 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 119 shares; 2026Q1: 562 shares 562 $72K <0.01% +443 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 313 shares; 2025Q1: 328 shares; 2025Q2: 357 shares; 2025Q3: 370 shares; 2025Q4: 361 shares; 2026Q1: 602 shares 602 $71.9K <0.01% +241 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 163 shares; 2025Q3: 224 shares; 2025Q4: 193 shares; 2026Q1: 346 shares 346 $71.4K <0.01% +153 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,355 shares; 2025Q1: 1,382 shares; 2025Q2: 1,364 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,365 shares 1,365 $71K <0.01% -7 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $70.8K <0.01% 0 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $70.8K <0.01% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 270 shares; 2026Q1: 532 shares 532 $70.7K <0.01% +262 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 485 shares 485 $70.7K <0.01% +351 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 50 shares; 2025Q2: 90 shares; 2025Q3: 71 shares; 2025Q4: 174 shares; 2026Q1: 1,103 shares 1,103 $70.1K <0.01% +929 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,523 shares; 2026Q1: 4,862 shares 4,862 $69.7K <0.01% +3,339 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 487 shares; 2025Q1: 493 shares; 2025Q2: 498 shares; 2025Q3: 503 shares; 2025Q4: 507 shares; 2026Q1: 512 shares 512 $69.3K <0.01% +5 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 42 shares; 2025Q2: 40 shares; 2025Q3: 104 shares; 2025Q4: 986 shares; 2026Q1: 4,748 shares 4,748 $69K <0.01% +3,762 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $68.9K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 347 shares; 2025Q1: 371 shares; 2025Q2: 60 shares; 2025Q3: 138 shares; 2025Q4: 448 shares; 2026Q1: 454 shares 454 $68.1K <0.01% +6 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 40 shares; 2025Q4: 134 shares; 2026Q1: 213 shares 213 $68K <0.01% +79 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,493 shares; 2025Q1: 2,015 shares; 2025Q2: 2,033 shares; 2025Q3: 2,057 shares; 2025Q4: 2,989 shares; 2026Q1: 2,995 shares 2,995 $67.8K <0.01% +6 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 219 shares; 2025Q1: 203 shares; 2025Q2: 209 shares; 2025Q3: 199 shares; 2025Q4: 207 shares; 2026Q1: 216 shares 216 $67.8K <0.01% +9 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 3,352 shares; 2025Q4: 1,403 shares; 2026Q1: 1,524 shares 1,524 $67.8K <0.01% +121 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,180 shares; 2025Q4: 1,225 shares; 2026Q1: 1,240 shares 1,240 $67.6K <0.01% +15 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 35 shares; 2025Q3: 22 shares; 2025Q4: 36 shares; 2026Q1: 1,868 shares 1,868 $67.5K <0.01% +1,832 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 884 shares; 2025Q1: 683 shares; 2025Q2: 746 shares; 2025Q3: 2,538 shares; 2025Q4: 2,555 shares; 2026Q1: 2,514 shares 2,514 $67.5K <0.01% -41 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 59 shares; 2025Q4: 62 shares; 2026Q1: 404 shares 404 $67.2K <0.01% +342 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 10,935 shares; 2025Q1: 10,370 shares; 2025Q2: 9,153 shares; 2025Q3: 3,298 shares; 2025Q4: 2,779 shares; 2026Q1: 2,834 shares 2,834 $66.9K <0.01% +55 Timeline GVI 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 900 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $66.7K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,493 shares; 2025Q2: 1,639 shares; 2025Q3: 1,557 shares; 2025Q4: 2,337 shares; 2026Q1: 3,542 shares 3,542 $66.6K <0.01% +1,205 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 425 shares; 2025Q1: 402 shares; 2025Q2: 396 shares; 2025Q3: 592 shares; 2025Q4: 418 shares; 2026Q1: 388 shares 388 $66.4K <0.01% -30 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,366 shares; 2024Q4: 81,366 shares; 2025Q1: 81,366 shares; 2025Q2: 75,366 shares; 2025Q3: 7,666 shares; 2025Q4: 7,666 shares; 2026Q1: 7,666 shares 7,666 $66.4K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,651 shares; 2025Q4: 7,307 shares; 2026Q1: 14,328 shares 14,328 $66.3K <0.01% +7,021 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 723 shares; 2025Q1: 625 shares; 2025Q2: 675 shares; 2025Q3: 660 shares; 2025Q4: 714 shares; 2026Q1: 782 shares 782 $66.1K <0.01% +68 Timeline LYFT LYFT INC More: the full row for LYFT 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: 20 shares; 2025Q3: 28,480 shares; 2025Q4: 30,234 shares; 2026Q1: 4,910 shares 4,910 $65.3K <0.01% -25,324 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 190 shares; 2025Q1: 275 shares; 2025Q2: 320 shares; 2025Q3: 305 shares; 2025Q4: 304 shares; 2026Q1: 692 shares 692 $65K <0.01% +388 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,797 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares 2,546 $64.9K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 267 shares; 2025Q1: 266 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 350 shares; 2026Q1: 351 shares 351 $64.6K <0.01% +1 Timeline MOAT 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,234 shares; 2026Q1: 667 shares 667 $64.5K <0.01% -567 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 220 shares; 2025Q1: 295 shares; 2025Q2: 260 shares; 2025Q3: 251 shares; 2025Q4: 328 shares; 2026Q1: 1,101 shares 1,101 $64.3K <0.01% +773 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 440 shares; 2025Q1: 373 shares; 2025Q2: 318 shares; 2025Q3: 315 shares; 2025Q4: 387 shares; 2026Q1: 371 shares 371 $64.1K <0.01% -16 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $63.7K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 47 shares; 2025Q1: 63 shares; 2025Q2: 113 shares; 2025Q3: 105 shares; 2025Q4: 159 shares; 2026Q1: 470 shares 470 $63.6K <0.01% +311 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 140 shares; 2025Q1: 147 shares; 2025Q2: 141 shares; 2025Q3: 213 shares; 2025Q4: 211 shares; 2026Q1: 240 shares 240 $63.6K <0.01% +29 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP 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: 20 shares; 2025Q3: 3,125 shares; 2025Q4: 3,550 shares; 2026Q1: 2,479 shares 2,479 $63.5K <0.01% -1,071 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 470 shares; 2025Q4: 473 shares; 2026Q1: 875 shares 875 $63.3K <0.01% +402 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 895 shares; 2025Q1: 1,105 shares; 2025Q2: 1,320 shares; 2025Q3: 9,155 shares; 2025Q4: 6,405 shares; 2026Q1: 7,644 shares 7,644 $63.1K <0.01% +1,239 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 805 shares; 2025Q1: 808 shares; 2025Q2: 813 shares; 2025Q3: 816 shares; 2025Q4: 818 shares; 2026Q1: 820 shares 820 $62.8K <0.01% +2 Timeline SJNK 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: 2,500 shares 2,500 $62.5K <0.01% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 305 shares; 2025Q1: 545 shares; 2025Q2: 670 shares; 2025Q3: 240 shares; 2025Q4: 932 shares; 2026Q1: 9,384 shares 9,384 $62.2K <0.01% +8,452 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $62.2K <0.01% 0 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS 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: 325 shares; 2025Q3: 2,428 shares; 2025Q4: 131 shares; 2026Q1: 2,108 shares 2,108 $62.1K <0.01% +1,977 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,361 shares; 2025Q1: 1,601 shares; 2025Q2: 1,661 shares; 2025Q3: 1,611 shares; 2025Q4: 1,622 shares; 2026Q1: 1,692 shares 1,692 $62K <0.01% +70 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 693 shares; 2025Q2: 943 shares; 2025Q3: 1,443 shares; 2025Q4: 2,698 shares; 2026Q1: 2,810 shares 2,810 $61.9K <0.01% +112 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,067 shares; 2024Q4: 247,067 shares; 2025Q1: 218,067 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 10,000 shares 10,000 $61.5K <0.01% +7,000 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 11 shares; 2025Q1: 27 shares; 2025Q2: 23 shares; 2025Q3: 35 shares; 2025Q4: 87 shares; 2026Q1: 442 shares 442 $61.1K <0.01% +355 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 425 shares; 2026Q1: 400 shares 400 $60.6K <0.01% -25 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 6,666 shares; 2025Q1: 5,993 shares; 2025Q2: 6,171 shares; 2025Q3: 6,455 shares; 2025Q4: 6,598 shares; 2026Q1: 7,605 shares 7,605 $60.4K <0.01% +1,007 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 95 shares; 2025Q1: 170 shares; 2025Q2: 220 shares; 2025Q3: 799 shares; 2025Q4: 1,457 shares; 2026Q1: 1,030 shares 1,030 $60K <0.01% -427 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $59.8K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 350 shares; 2025Q2: 640 shares; 2025Q3: 725 shares; 2025Q4: 1,103 shares; 2026Q1: 1,203 shares 1,203 $59.7K <0.01% +100 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 84 shares; 2025Q1: 86 shares; 2025Q2: 92 shares; 2025Q3: 161 shares; 2025Q4: 124 shares; 2026Q1: 100 shares 100 $59K <0.01% -24 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 381 shares; 2025Q1: 342 shares; 2025Q2: 381 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 440 shares 440 $58.7K <0.01% +53 Timeline TDIV 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $58.5K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 728 shares; 2025Q1: 738 shares; 2025Q2: 730 shares; 2025Q3: 725 shares; 2025Q4: 764 shares; 2026Q1: 801 shares 801 $58K <0.01% +37 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 252 shares; 2025Q1: 222 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 212 shares; 2026Q1: 211 shares 211 $57.9K <0.01% -1 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 50 shares; 2025Q3: 40 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $57.5K <0.01% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO 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: 11 shares; 2025Q3: 663 shares; 2025Q4: 221 shares; 2026Q1: 904 shares 904 $57.1K <0.01% +683 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 750 shares; 2025Q1: 709 shares; 2025Q2: 409 shares; 2025Q3: 654 shares; 2025Q4: 1,064 shares; 2026Q1: 909 shares 909 $57.1K <0.01% -155 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 9,468 shares 9,468 $56.6K <0.01% +9,456 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 230 shares; 2025Q3: 196 shares; 2025Q4: 199 shares; 2026Q1: 224 shares 224 $56.2K <0.01% +25 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 40 shares; 2025Q1: 64 shares; 2025Q2: 85 shares; 2025Q3: 80 shares; 2025Q4: 35 shares; 2026Q1: 716 shares 716 $55.8K <0.01% +681 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 115 shares; 2025Q1: 220 shares; 2025Q2: 225 shares; 2025Q3: 165 shares; 2025Q4: 135 shares; 2026Q1: 1,882 shares 1,882 $55.4K <0.01% +1,747 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 310 shares; 2025Q1: 420 shares; 2025Q2: 625 shares; 2025Q3: 406 shares; 2025Q4: 75 shares; 2026Q1: 6,781 shares 6,781 $55.3K <0.01% +6,706 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 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 $55.1K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 452 shares; 2025Q1: 453 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 456 shares; 2026Q1: 466 shares 466 $54.9K <0.01% +10 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $54.9K <0.01% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares 330 $54.2K <0.01% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 20 shares; 2025Q1: 85 shares; 2025Q2: 55 shares; 2025Q3: 930 shares; 2025Q4: 907 shares; 2026Q1: 840 shares 840 $54.1K <0.01% -67 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 75 shares; 2025Q3: 10,105 shares; 2025Q4: 10,000 shares; 2026Q1: 10,183 shares 10,183 $53.9K <0.01% +183 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: 210 shares; 2025Q2: 213 shares; 2025Q3: 672 shares; 2025Q4: 365 shares; 2026Q1: 391 shares 391 $53.4K <0.01% +26 Timeline XLI 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: 246 shares; 2024Q4: 247 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 330 shares 330 $53.4K <0.01% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 179 shares; 2025Q1: 205 shares; 2025Q2: 266 shares; 2025Q3: 306 shares; 2025Q4: 310 shares; 2026Q1: 339 shares 339 $53.3K <0.01% +29 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 135 shares; 2025Q1: 150 shares; 2025Q2: 170 shares; 2025Q3: 175 shares; 2025Q4: 287 shares; 2026Q1: 969 shares 969 $53.2K <0.01% +682 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 3 shares; 2025Q1: 10 shares; 2025Q2: 32 shares; 2025Q3: 29 shares; 2025Q4: 124 shares; 2026Q1: 768 shares 768 $53.1K <0.01% +644 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,190 shares; 2025Q1: 4,250 shares; 2025Q2: 4,295 shares; 2025Q3: 4,255 shares; 2025Q4: 4,271 shares; 2026Q1: 4,266 shares 4,266 $53K <0.01% -5 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 35 shares; 2025Q3: 50 shares; 2025Q4: 194 shares; 2026Q1: 1,907 shares 1,907 $52.8K <0.01% +1,713 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 334 shares; 2025Q3: 330 shares; 2025Q4: 335 shares; 2026Q1: 434 shares 434 $52.7K <0.01% +99 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 1,078 shares; 2025Q4: 360 shares; 2026Q1: 159 shares 159 $52.6K <0.01% -201 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,196 shares; 2025Q1: 1,325 shares; 2025Q2: 1,232 shares; 2025Q3: 490 shares; 2025Q4: 2,208 shares; 2026Q1: 1,302 shares 1,302 $52.5K <0.01% -906 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 617 shares; 2025Q1: 688 shares; 2025Q2: 677 shares; 2025Q3: 766 shares; 2025Q4: 826 shares; 2026Q1: 1,034 shares 1,034 $52.4K <0.01% +208 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $52.3K <0.01% 0 Timeline EES 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $52.2K <0.01% 0 Timeline DFAS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 734 shares 734 $52.2K <0.01% +145 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 731 shares; 2025Q1: 556 shares; 2025Q2: 455 shares; 2025Q3: 660 shares; 2025Q4: 571 shares; 2026Q1: 657 shares 657 $52.2K <0.01% +86 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 1,525 shares; 2025Q1: 872 shares; 2025Q2: 2,073 shares; 2025Q3: 1,832 shares; 2025Q4: 1,842 shares; 2026Q1: 2,178 shares 2,178 $52K <0.01% +336 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 25 shares; 2025Q1: 130 shares; 2025Q2: 175 shares; 2025Q3: 324 shares; 2025Q4: 418 shares; 2026Q1: 1,418 shares 1,418 $51.5K <0.01% +1,000 Timeline DDFL 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: 2,500 shares; 2026Q1: 2,500 shares 2,500 $51.4K <0.01% 0 Timeline MOO 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $50.7K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,532 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares 2,552 $50.7K <0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,523 shares; 2025Q4: 1,569 shares; 2026Q1: 1,502 shares 1,502 $50.7K <0.01% -67 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 15,815 shares; 2025Q4: 14,495 shares; 2026Q1: 14,495 shares 14,495 $50.6K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 27 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 40 shares 40 $50.4K <0.01% +16 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 175 shares 175 $50.2K <0.01% +172 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $50.2K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,629 shares; 2024Q4: 180,629 shares; 2025Q1: 152,002 shares; 2025Q2: 103,138 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 5,206 shares 5,206 $50.1K <0.01% +3,986 Timeline XHLF 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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 990 shares 990 $49.8K <0.01% -900 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 85 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: 5,735 shares; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640 $49.8K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $49.8K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 243 shares 243 $49.7K <0.01% +211 Timeline DGRE 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,500 shares 1,500 $49.7K <0.01% +500 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $49.7K <0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 120 shares; 2025Q1: 180 shares; 2025Q2: 140 shares; 2025Q3: 1,660 shares; 2025Q4: 1,944 shares; 2026Q1: 2,003 shares 2,003 $49.6K <0.01% +59 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 2,585 shares; 2025Q1: 630 shares; 2025Q2: 720 shares; 2025Q3: 660 shares; 2025Q4: 667 shares; 2026Q1: 702 shares 702 $49.5K <0.01% +35 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 58 shares 58 $49.2K <0.01% -3 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,879 shares; 2025Q1: 1,708 shares; 2025Q2: 1,617 shares; 2025Q3: 1,624 shares; 2025Q4: 1,641 shares; 2026Q1: 1,636 shares 1,636 $48.7K <0.01% -5 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $48.6K <0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 130 shares; 2025Q1: 45 shares; 2025Q2: 90 shares; 2025Q3: 1,330 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $48.2K <0.01% 0 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 1,800 shares 1,800 $48.1K <0.01% new Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 4,029 shares; 2026Q1: 4,104 shares 4,104 $48.1K <0.01% +75 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 770 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 1,480 shares; 2026Q1: 1,850 shares 1,850 $48.1K <0.01% +370 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $47.7K <0.01% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $47.7K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 154 shares; 2025Q4: 565 shares; 2026Q1: 607 shares 607 $47.6K <0.01% +42 Timeline FGD 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,491 shares; 2026Q1: 1,491 shares 1,491 $47.6K <0.01% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 780 shares; 2025Q1: 782 shares; 2025Q2: 786 shares; 2025Q3: 789 shares; 2025Q4: 793 shares; 2026Q1: 795 shares 795 $47.6K <0.01% +2 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 30 shares; 2025Q3: 1,221 shares; 2025Q4: 257 shares; 2026Q1: 685 shares 685 $47.6K <0.01% +428 Timeline IVLU 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares 1,195 $47.4K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 352 shares; 2025Q1: 342 shares; 2025Q2: 348 shares; 2025Q3: 472 shares; 2025Q4: 586 shares; 2026Q1: 627 shares 627 $47.2K <0.01% +41 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,746 shares; 2025Q1: 1,769 shares; 2025Q2: 1,770 shares; 2025Q3: 1,625 shares; 2025Q4: 1,782 shares; 2026Q1: 1,413 shares 1,413 $46.8K <0.01% -369 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 1,107 shares; 2025Q4: 632 shares; 2026Q1: 277 shares 277 $46.8K <0.01% -355 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION 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: 8 shares; 2025Q3: 1,476 shares; 2025Q4: 22 shares; 2026Q1: 326 shares 326 $46.4K <0.01% +304 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 14 shares; 2025Q4: 115 shares; 2026Q1: 1,307 shares 1,307 $46K <0.01% +1,192 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 183 shares; 2025Q1: 170 shares; 2025Q2: 160 shares; 2025Q3: 163 shares; 2025Q4: 170 shares; 2026Q1: 205 shares 205 $46K <0.01% +35 Timeline XOP 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $46K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 369 shares; 2025Q1: 383 shares; 2025Q2: 356 shares; 2025Q3: 762 shares; 2025Q4: 41 shares; 2026Q1: 905 shares 905 $45.6K <0.01% +864 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 185 shares; 2025Q1: 305 shares; 2025Q2: 375 shares; 2025Q3: 2,272 shares; 2025Q4: 3,596 shares; 2026Q1: 1,695 shares 1,695 $45.6K <0.01% -1,901 Timeline DHS 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $45.5K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 3 shares; 2025Q3: 3 shares; 2025Q4: 119 shares; 2026Q1: 136 shares 136 $45.5K <0.01% +17 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 5 shares; 2025Q3: 73 shares; 2025Q4: 1,764 shares; 2026Q1: 1,213 shares 1,213 $45.4K <0.01% -551 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,674 shares; 2024Q4: 26,664 shares; 2025Q1: 11,674 shares; 2025Q2: 11,689 shares; 2025Q3: 26,614 shares; 2025Q4: 7,491 shares; 2026Q1: 4,782 shares 4,782 $45.3K <0.01% -2,709 Timeline PSP 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $45.2K <0.01% 0 Timeline FDM 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $45.1K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 26 shares; 2026Q1: 187 shares 187 $44.5K <0.01% +161 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 285 shares; 2025Q4: 380 shares; 2026Q1: 2,011 shares 2,011 $43.9K <0.01% +1,631 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 200 shares; 2025Q3: 218 shares; 2025Q4: 210 shares; 2026Q1: 223 shares 223 $43.7K <0.01% +13 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,064 shares; 2025Q1: 2,995 shares; 2025Q2: 3,397 shares; 2025Q3: 3,584 shares; 2025Q4: 3,598 shares; 2026Q1: 3,872 shares 3,872 $43.6K <0.01% +274 Timeline FEZ 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: 500 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $43.5K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 527 shares; 2025Q1: 529 shares; 2025Q2: 727 shares; 2025Q3: 729 shares; 2025Q4: 731 shares; 2026Q1: 732 shares 732 $43.4K <0.01% +1 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 885 shares; 2025Q1: 1,005 shares; 2025Q2: 1,379 shares; 2025Q3: 1,654 shares; 2025Q4: 1,582 shares; 2026Q1: 1,582 shares 1,582 $43.3K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 17 shares; 2025Q1: 264 shares; 2025Q2: 464 shares; 2025Q3: 675 shares; 2025Q4: 483 shares; 2026Q1: 289 shares 289 $43.3K <0.01% -194 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 205 shares; 2025Q3: 173 shares; 2025Q4: 142 shares; 2026Q1: 248 shares 248 $43.3K <0.01% +106 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 860 shares; 2025Q1: 374 shares; 2025Q2: 1,303 shares; 2025Q3: 1,315 shares; 2025Q4: 1,221 shares; 2026Q1: 1,253 shares 1,253 $43.3K <0.01% +32 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 168 shares; 2025Q1: 215 shares; 2025Q2: 229 shares; 2025Q3: 1,053 shares; 2025Q4: 997 shares; 2026Q1: 278 shares 278 $43.2K <0.01% -719 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 330 shares 330 $43.2K <0.01% +30 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 18 shares; 2025Q4: 26 shares; 2026Q1: 204 shares 204 $43K <0.01% +178 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 60 shares; 2025Q1: 55 shares; 2025Q2: 70 shares; 2025Q3: 546 shares; 2025Q4: 638 shares; 2026Q1: 569 shares 569 $42.9K <0.01% -69 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 296 shares; 2025Q1: 294 shares; 2025Q2: 310 shares; 2025Q3: 495 shares; 2025Q4: 586 shares; 2026Q1: 713 shares 713 $42.9K <0.01% +127 Timeline CMF 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $42.6K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 210 shares 210 $42.6K <0.01% -35 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 11,612 shares; 2025Q4: 11,712 shares; 2026Q1: 2,692 shares 2,692 $42.6K <0.01% -9,020 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,434 shares; 2025Q1: 2,487 shares; 2025Q2: 1,986 shares; 2025Q3: 1,743 shares; 2025Q4: 1,861 shares; 2026Q1: 2,576 shares 2,576 $42.3K <0.01% +715 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,198 shares; 2024Q4: 193,198 shares; 2025Q1: 166,498 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 2,400 shares 2,400 $42.3K <0.01% +2,000 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,076 shares; 2025Q1: 1,147 shares; 2025Q2: 1,002 shares; 2025Q3: 924 shares; 2025Q4: 1,113 shares; 2026Q1: 763 shares 763 $42.2K <0.01% -350 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,278 shares; 2025Q1: 1,317 shares; 2025Q2: 1,480 shares; 2025Q3: 1,603 shares; 2025Q4: 490 shares; 2026Q1: 687 shares 687 $42K <0.01% +197 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 12,067 shares; 2025Q1: 7,347 shares; 2025Q2: 7,906 shares; 2025Q3: 8,484 shares; 2025Q4: 8,362 shares; 2026Q1: 5,778 shares 5,778 $41.9K <0.01% -2,584 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 792 shares; 2026Q1: 792 shares 792 $41.9K <0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 445 shares; 2025Q1: 455 shares; 2025Q2: 550 shares; 2025Q3: 540 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $41.6K <0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 310 shares; 2025Q1: 325 shares; 2025Q2: 360 shares; 2025Q3: 641 shares; 2025Q4: 645 shares; 2026Q1: 805 shares 805 $41.4K <0.01% +160 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 2,981 shares; 2025Q4: 5,467 shares; 2026Q1: 3,283 shares 3,283 $41.3K <0.01% -2,184 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 799 shares 799 $41.2K <0.01% +795 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 287 shares; 2025Q1: 308 shares; 2025Q2: 304 shares; 2025Q3: 564 shares; 2025Q4: 228 shares; 2026Q1: 314 shares 314 $41.1K <0.01% +86 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 1,809 shares; 2025Q4: 278 shares; 2026Q1: 306 shares 306 $41.1K <0.01% +28 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,143 shares; 2025Q1: 1,153 shares; 2025Q2: 1,228 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,213 shares 1,213 $41K <0.01% +5 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 36 shares; 2026Q1: 638 shares 638 $41K <0.01% +602 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $40.9K <0.01% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002 $40.6K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 130 shares; 2025Q3: 527 shares; 2025Q4: 1,269 shares; 2026Q1: 213 shares 213 $40.4K <0.01% -1,056 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $40.4K <0.01% 0 Timeline IGIB 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 756 shares 756 $40.2K <0.01% +6 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 676 shares 676 $40K <0.01% +620 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 43 shares; 2026Q1: 1,421 shares 1,421 $39.7K <0.01% +1,378 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 4,737 shares; 2025Q1: 4,929 shares; 2025Q2: 5,426 shares; 2025Q3: 4,443 shares; 2025Q4: 4,624 shares; 2026Q1: 4,943 shares 4,943 $39.7K <0.01% +319 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,539 shares; 2026Q1: 2,100 shares 2,100 $39.5K <0.01% +561 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,897 shares; 2025Q1: 5,372 shares; 2025Q2: 4,549 shares; 2025Q3: 4,817 shares; 2025Q4: 4,817 shares; 2026Q1: 5,005 shares 5,005 $39.5K <0.01% +188 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to 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: 1,103 shares 1,103 $39.4K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 186 shares; 2025Q1: 521 shares; 2025Q2: 153 shares; 2025Q3: 1,424 shares; 2025Q4: 489 shares; 2026Q1: 1,339 shares 1,339 $39.3K <0.01% +850 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 581 shares; 2025Q1: 474 shares; 2025Q2: 920 shares; 2025Q3: 621 shares; 2025Q4: 387 shares; 2026Q1: 772 shares 772 $39.2K <0.01% +385 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 367 shares; 2025Q1: 347 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 418 shares; 2026Q1: 472 shares 472 $39.2K <0.01% +54 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 621 shares; 2025Q1: 743 shares; 2025Q2: 563 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $39K <0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 65 shares; 2025Q1: 235 shares; 2025Q2: 245 shares; 2025Q3: 494 shares; 2025Q4: 834 shares; 2026Q1: 1,585 shares 1,585 $39K <0.01% +751 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 360 shares; 2025Q1: 365 shares; 2025Q2: 360 shares; 2025Q3: 373 shares; 2025Q4: 410 shares; 2026Q1: 421 shares 421 $38.8K <0.01% +11 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 49 shares 49 $38.7K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 1,508 shares; 2025Q1: 1,542 shares; 2025Q2: 1,409 shares; 2025Q3: 1,687 shares; 2025Q4: 1,733 shares; 2026Q1: 1,945 shares 1,945 $38.4K <0.01% +212 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 436 shares; 2025Q1: 439 shares; 2025Q2: 377 shares; 2025Q3: 381 shares; 2025Q4: 386 shares; 2026Q1: 402 shares 402 $38.2K <0.01% +16 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 349 shares; 2026Q1: 224 shares 224 $38.1K <0.01% -125 Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares; 2026Q1: 1,685 shares 1,685 $37.9K <0.01% -1,200 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 49 shares; 2025Q1: 74 shares; 2025Q2: 79 shares; 2025Q3: 180 shares; 2025Q4: 193 shares; 2026Q1: 200 shares 200 $37.6K <0.01% +7 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 246 shares; 2025Q4: 944 shares; 2026Q1: 858 shares 858 $37.6K <0.01% -86 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 1,580 shares; 2025Q4: 306 shares; 2026Q1: 268 shares 268 $37.5K <0.01% -38 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 65 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 103 shares; 2025Q4: 71 shares; 2026Q1: 88 shares 88 $37.4K <0.01% +17 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,869 shares; 2025Q1: 1,998 shares; 2025Q2: 2,132 shares; 2025Q3: 1,997 shares; 2025Q4: 2,028 shares; 2026Q1: 2,500 shares 2,500 $37.3K <0.01% +472 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to 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: 325 shares; 2026Q1: 1,220 shares 1,220 $37.2K <0.01% +895 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 271 shares; 2025Q1: 331 shares; 2025Q2: 379 shares; 2025Q3: 387 shares; 2025Q4: 3,250 shares; 2026Q1: 1,965 shares 1,965 $36.7K <0.01% -1,285 Timeline MGK 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $36.7K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP 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: 5 shares; 2025Q3: 10 shares; 2025Q4: 178 shares; 2026Q1: 284 shares 284 $36.3K <0.01% +106 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 165 shares; 2025Q1: 158 shares; 2025Q2: 249 shares; 2025Q3: 264 shares; 2025Q4: 303 shares; 2026Q1: 338 shares 338 $36.1K <0.01% +35 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 178 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $36K <0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 53 shares; 2025Q2: 70 shares; 2025Q3: 55 shares; 2025Q4: 58 shares; 2026Q1: 69 shares 69 $36K <0.01% +11 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 89 shares; 2025Q4: 50 shares; 2026Q1: 34 shares 34 $35.9K <0.01% -16 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 712 shares; 2025Q4: 549 shares; 2026Q1: 816 shares 816 $35.9K <0.01% +267 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 23 shares; 2025Q3: 33 shares; 2025Q4: 267 shares; 2026Q1: 895 shares 895 $35.7K <0.01% +628 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 566 shares; 2025Q4: 713 shares; 2026Q1: 640 shares 640 $35.6K <0.01% -73 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 1,868 shares; 2025Q4: 1,434 shares; 2026Q1: 936 shares 936 $35.3K <0.01% -498 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 365 shares; 2025Q1: 615 shares; 2025Q2: 740 shares; 2025Q3: 1,275 shares; 2025Q4: 1,382 shares; 2026Q1: 1,598 shares 1,598 $35.3K <0.01% +216 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 604 shares; 2026Q1: 276 shares 276 $34.8K <0.01% -328 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 33 shares; 2025Q1: 11 shares; 2025Q2: 17 shares; 2025Q3: 2,622 shares; 2025Q4: 2,273 shares; 2026Q1: 289 shares 289 $34.6K <0.01% -1,984 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $34.6K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 819 shares; 2025Q1: 859 shares; 2025Q2: 867 shares; 2025Q3: 277 shares; 2025Q4: 734 shares; 2026Q1: 799 shares 799 $34.5K <0.01% +65 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 773 shares; 2025Q1: 645 shares; 2025Q2: 470 shares; 2025Q3: 489 shares; 2025Q4: 501 shares; 2026Q1: 606 shares 606 $34.3K <0.01% +105 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 528 shares; 2025Q4: 1,163 shares; 2026Q1: 501 shares 501 $34.2K <0.01% -662 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $34.2K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,585 shares; 2025Q1: 3,723 shares; 2025Q2: 3,609 shares; 2025Q3: 3,030 shares; 2025Q4: 3,166 shares; 2026Q1: 3,407 shares 3,407 $34.1K <0.01% +241 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 500 shares; 2025Q2: 515 shares; 2025Q3: 490 shares; 2025Q4: 509 shares; 2026Q1: 561 shares 561 $34K <0.01% +52 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $33.6K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 530 shares; 2025Q1: 975 shares; 2025Q2: 1,105 shares; 2025Q3: 835 shares; 2025Q4: 1,616 shares; 2026Q1: 1,801 shares 1,801 $33.6K <0.01% +185 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 430 shares; 2025Q1: 1,400 shares; 2025Q2: 1,420 shares; 2025Q3: 1,160 shares; 2025Q4: 1,188 shares; 2026Q1: 1,779 shares 1,779 $33.4K <0.01% +591 Timeline IEF 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: 838 shares; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 442 shares; 2025Q3: 471 shares; 2025Q4: 344 shares; 2026Q1: 349 shares 349 $33.3K <0.01% +5 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 50 shares; 2025Q1: 271 shares; 2025Q2: 277 shares; 2025Q3: 1,421 shares; 2025Q4: 341 shares; 2026Q1: 293 shares 293 $33K <0.01% -48 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 241 shares 241 $33K <0.01% +203 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,681 shares; 2026Q1: 887 shares 887 $33K <0.01% -1,794 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $32.9K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793 $32.6K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $32.6K <0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 120 shares; 2025Q3: 179 shares; 2025Q4: 322 shares; 2026Q1: 308 shares 308 $32.6K <0.01% -14 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 8,707 shares; 2025Q4: 2,565 shares; 2026Q1: 548 shares 548 $32.5K <0.01% -2,017 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares 673 $32.5K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $32.5K <0.01% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 277 shares; 2026Q1: 706 shares 706 $32.4K <0.01% +429 Timeline IMTM 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: 671 shares; 2026Q1: 671 shares 671 $32.2K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 228 shares; 2025Q2: 227 shares; 2025Q3: 967 shares; 2025Q4: 211 shares; 2026Q1: 215 shares 215 $32.2K <0.01% +4 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321 $32.1K <0.01% 0 Timeline FOX FOX CORP More: the full row for FOX 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: 21 shares; 2025Q4: 71 shares; 2026Q1: 604 shares 604 $32.1K <0.01% +533 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 40 shares; 2025Q1: 55 shares; 2025Q2: 73 shares; 2025Q3: 76 shares; 2025Q4: 173 shares; 2026Q1: 186 shares 186 $31.8K <0.01% +13 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 937 shares; 2025Q1: 455 shares; 2025Q2: 400 shares; 2025Q3: 643 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $31.7K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares 739 $31.7K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 19 shares; 2025Q1: 72 shares; 2025Q2: 71 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 65 shares 65 $31.7K <0.01% +12 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 157 shares; 2025Q3: 1,644 shares; 2025Q4: 12,937 shares; 2026Q1: 9,202 shares 9,202 $31.6K <0.01% -3,735 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 12 shares; 2025Q2: 60 shares; 2025Q3: 125 shares; 2025Q4: 112 shares; 2026Q1: 470 shares 470 $31.5K <0.01% +358 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $31.3K <0.01% 0 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $31.3K <0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,065 shares; 2025Q1: 925 shares; 2025Q2: 1,013 shares; 2025Q3: 1,044 shares; 2025Q4: 1,064 shares; 2026Q1: 1,100 shares 1,100 $31.3K <0.01% +36 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $31.2K <0.01% 0 Timeline FIW 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: 300 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $31.1K <0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 571 shares; 2025Q4: 2,129 shares; 2026Q1: 3,141 shares 3,141 $31K <0.01% +1,012 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 2,461 shares; 2025Q4: 607 shares; 2026Q1: 1,507 shares 1,507 $30.5K <0.01% +900 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,079 shares; 2025Q1: 2,075 shares; 2025Q2: 2,121 shares; 2025Q3: 2,165 shares; 2025Q4: 1,364 shares; 2026Q1: 1,391 shares 1,391 $30.4K <0.01% +27 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 57 shares; 2025Q3: 287 shares; 2025Q4: 303 shares; 2026Q1: 514 shares 514 $30.3K <0.01% +211 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 90 shares; 2025Q3: 325 shares; 2025Q4: 370 shares; 2026Q1: 8,362 shares 8,362 $30.3K <0.01% +7,992 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 305 shares; 2025Q4: 314 shares; 2026Q1: 325 shares 325 $30.1K <0.01% +11 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 385 shares; 2025Q4: 201 shares; 2026Q1: 208 shares 208 $30.1K <0.01% +7 Timeline NWS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 25 shares; 2025Q4: 89 shares; 2026Q1: 1,047 shares 1,047 $29.9K <0.01% +958 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $29.8K <0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $29.7K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 854 shares; 2025Q1: 794 shares; 2025Q2: 761 shares; 2025Q3: 781 shares; 2025Q4: 938 shares; 2026Q1: 760 shares 760 $29.6K <0.01% -178 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $29.5K <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 304 shares; 2025Q1: 474 shares; 2025Q2: 584 shares; 2025Q3: 540 shares; 2025Q4: 1,429 shares; 2026Q1: 1,520 shares 1,520 $29.2K <0.01% +91 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 955 shares; 2025Q4: 839 shares; 2026Q1: 725 shares 725 $29.2K <0.01% -114 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $29.2K <0.01% 0 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 45 shares; 2025Q3: 5,622 shares; 2025Q4: 121 shares; 2026Q1: 1,523 shares 1,523 $29K <0.01% +1,402 Timeline AVT AVNET INC More: the full row for AVNET 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: 61 shares; 2025Q4: 374 shares; 2026Q1: 470 shares 470 $29K <0.01% +96 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 512 shares; 2025Q1: 452 shares; 2025Q2: 453 shares; 2025Q3: 249 shares; 2025Q4: 241 shares; 2026Q1: 262 shares 262 $28.9K <0.01% +21 Timeline SPGM 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $28.8K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 80 shares; 2025Q1: 97 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 75 shares; 2026Q1: 85 shares 85 $28.8K <0.01% +10 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,700 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $28.7K <0.01% 0 Timeline DDWM 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $28.7K <0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 75 shares; 2025Q1: 80 shares; 2025Q2: 82 shares; 2025Q3: 127 shares; 2025Q4: 112 shares; 2026Q1: 165 shares 165 $28.6K <0.01% +53 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 821 shares; 2025Q1: 951 shares; 2025Q2: 846 shares; 2025Q3: 796 shares; 2025Q4: 797 shares; 2026Q1: 859 shares 859 $28.6K <0.01% +62 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 17 shares; 2025Q1: 19 shares; 2025Q2: 17 shares; 2025Q3: 59 shares; 2025Q4: 55 shares; 2026Q1: 262 shares 262 $28.6K <0.01% +207 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 171 shares; 2025Q1: 86 shares; 2025Q2: 137 shares; 2025Q3: 132 shares; 2025Q4: 185 shares; 2026Q1: 220 shares 220 $28.5K <0.01% +35 Timeline DGS 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: 897 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 468 shares; 2025Q3: 471 shares; 2025Q4: 473 shares; 2026Q1: 474 shares 474 $28.5K <0.01% +1 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 2,316 shares; 2025Q4: 2,054 shares; 2026Q1: 472 shares 472 $28.5K <0.01% -1,582 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 2,982 shares; 2025Q4: 2,777 shares; 2026Q1: 2,351 shares 2,351 $28.4K <0.01% -426 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $28.4K <0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 210 shares; 2025Q4: 213 shares; 2026Q1: 241 shares 241 $28.2K <0.01% +28 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $28.2K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 17 shares; 2025Q1: 30 shares; 2025Q2: 55 shares; 2025Q3: 50 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $28.1K <0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 744 shares; 2025Q1: 784 shares; 2025Q2: 764 shares; 2025Q3: 784 shares; 2025Q4: 790 shares; 2026Q1: 825 shares 825 $28K <0.01% +35 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 733 shares; 2025Q2: 763 shares; 2025Q3: 666 shares; 2025Q4: 714 shares; 2026Q1: 707 shares 707 $27.9K <0.01% -7 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION 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 shares; 2025Q4: 209 shares; 2026Q1: 288 shares 288 $27.8K <0.01% +79 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 1,158 shares; 2025Q4: 837 shares; 2026Q1: 568 shares 568 $27.8K <0.01% -269 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 200 shares; 2025Q1: 265 shares; 2025Q2: 395 shares; 2025Q3: 680 shares; 2025Q4: 659 shares; 2026Q1: 1,744 shares 1,744 $27.8K <0.01% +1,085 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $27.7K <0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 110 shares; 2025Q1: 165 shares; 2025Q2: 225 shares; 2025Q3: 175 shares; 2025Q4: 194 shares; 2026Q1: 282 shares 282 $27.5K <0.01% +88 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 143 shares; 2025Q1: 141 shares; 2025Q2: 167 shares; 2025Q3: 1,732 shares; 2025Q4: 333 shares; 2026Q1: 421 shares 421 $27.5K <0.01% +88 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 30 shares; 2025Q1: 174 shares; 2025Q2: 102 shares; 2025Q3: 186 shares; 2025Q4: 191 shares; 2026Q1: 159 shares 159 $27.4K <0.01% -32 Timeline FDIQ 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $27.4K <0.01% 0 Timeline IJK 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $27.4K <0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $27.3K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 175 shares; 2025Q1: 305 shares; 2025Q2: 155 shares; 2025Q3: 188 shares; 2025Q4: 617 shares; 2026Q1: 661 shares 661 $27.3K <0.01% +44 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,700 shares; 2024Q4: 69,200 shares; 2025Q1: 69,200 shares; 2025Q2: 65,200 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares 4,440 $27.3K <0.01% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $27.2K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 27 shares; 2025Q3: 37 shares; 2025Q4: 44 shares; 2026Q1: 79 shares 79 $27K <0.01% +35 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 27 shares; 2026Q1: 25 shares 25 $26.7K <0.01% -2 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 150 shares; 2025Q1: 230 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 247 shares; 2026Q1: 310 shares 310 $26.7K <0.01% +63 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 40 shares; 2025Q1: 50 shares; 2025Q2: 70 shares; 2025Q3: 79 shares; 2025Q4: 193 shares; 2026Q1: 351 shares 351 $26.5K <0.01% +158 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 72 shares; 2025Q1: 100 shares; 2025Q2: 105 shares; 2025Q3: 152 shares; 2025Q4: 116 shares; 2026Q1: 174 shares 174 $26.5K <0.01% +58 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 15 shares; 2025Q4: 65 shares; 2026Q1: 1,035 shares 1,035 $26.4K <0.01% +970 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $26.3K <0.01% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 174 shares; 2025Q4: 388 shares; 2026Q1: 389 shares 389 $26.1K <0.01% +1 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 743 shares; 2025Q1: 511 shares; 2025Q2: 691 shares; 2025Q3: 653 shares; 2025Q4: 610 shares; 2026Q1: 616 shares 616 $26K <0.01% +6 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,774 shares; 2025Q1: 1,894 shares; 2025Q2: 2,064 shares; 2025Q3: 1,924 shares; 2025Q4: 1,935 shares; 2026Q1: 2,097 shares 2,097 $25.9K <0.01% +162 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 1,014 shares; 2025Q1: 924 shares; 2025Q2: 952 shares; 2025Q3: 1,261 shares; 2025Q4: 1,007 shares; 2026Q1: 1,147 shares 1,147 $25.8K <0.01% +140 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares; 2026Q1: 2,528 shares 2,528 $25.7K <0.01% -666 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD 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: 363 shares; 2025Q4: 1,500 shares; 2026Q1: 1,921 shares 1,921 $25.7K <0.01% +421 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 180 shares; 2025Q3: 195 shares; 2025Q4: 233 shares; 2026Q1: 278 shares 278 $25.7K <0.01% +45 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 20 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 36 shares; 2025Q4: 17 shares; 2026Q1: 1,356 shares 1,356 $25.6K <0.01% +1,339 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 145 shares; 2025Q1: 155 shares; 2025Q2: 215 shares; 2025Q3: 698 shares; 2025Q4: 804 shares; 2026Q1: 835 shares 835 $25.6K <0.01% +31 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 9 shares; 2025Q4: 5 shares; 2026Q1: 219 shares 219 $25.4K <0.01% +214 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 85 shares; 2025Q3: 152 shares; 2025Q4: 411 shares; 2026Q1: 336 shares 336 $25.3K <0.01% -75 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 165 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 2,277 shares; 2025Q4: 2,929 shares; 2026Q1: 3,140 shares 3,140 $25.2K <0.01% +211 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 585 shares; 2025Q1: 380 shares; 2025Q2: 635 shares; 2025Q3: 944 shares; 2025Q4: 928 shares; 2026Q1: 485 shares 485 $25.2K <0.01% -443 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 91 shares; 2025Q1: 55 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: 98 shares; 2026Q1: 465 shares 465 $24.9K <0.01% +367 Timeline RSPN 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $24.8K <0.01% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,921 shares; 2024Q4: 186,921 shares; 2025Q1: 163,388 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares 2,389 $24.6K <0.01% 0 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 146 shares; 2025Q1: 211 shares; 2025Q2: 226 shares; 2025Q3: 136 shares; 2025Q4: 1,143 shares; 2026Q1: 1,166 shares 1,166 $24.6K <0.01% +23 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 775 shares; 2025Q1: 777 shares; 2025Q2: 780 shares; 2025Q3: 783 shares; 2025Q4: 787 shares; 2026Q1: 789 shares 789 $24.4K <0.01% +2 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 135 shares; 2025Q2: 165 shares; 2025Q3: 298 shares; 2025Q4: 520 shares; 2026Q1: 651 shares 651 $24.4K <0.01% +131 Timeline CHPT CHARGEPOINT HOLDINGS INC More: the full row for CHARGEPOINT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $24.3K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 285 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 499 shares; 2025Q4: 388 shares; 2026Q1: 140 shares 140 $24.3K <0.01% -248 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 369 shares; 2025Q1: 916 shares; 2025Q2: 386 shares; 2025Q3: 369 shares; 2025Q4: 501 shares; 2026Q1: 505 shares 505 $24.3K <0.01% +4 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 565 shares; 2025Q3: 2,140 shares; 2025Q4: 1,697 shares; 2026Q1: 1,681 shares 1,681 $24.3K <0.01% -16 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 51 shares; 2025Q1: 64 shares; 2025Q2: 75 shares; 2025Q3: 85 shares; 2025Q4: 100 shares; 2026Q1: 117 shares 117 $24.2K <0.01% +17 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 130 shares; 2026Q1: 1,827 shares 1,827 $24.2K <0.01% +1,697 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 271 shares; 2026Q1: 180 shares 180 $24.2K <0.01% -91 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 10 shares; 2025Q1: 40 shares; 2025Q2: 88 shares; 2025Q3: 712 shares; 2025Q4: 327 shares; 2026Q1: 349 shares 349 $24.2K <0.01% +22 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,774 shares; 2024Q4: 22,474 shares; 2025Q1: 22,474 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,202 shares 2,202 $24.2K <0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 90 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 121 shares; 2025Q4: 353 shares; 2026Q1: 319 shares 319 $24.1K <0.01% -34 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $24.1K <0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 61 shares; 2025Q1: 136 shares; 2025Q2: 186 shares; 2025Q3: 160 shares; 2025Q4: 162 shares; 2026Q1: 168 shares 168 $24.1K <0.01% +6 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 232 shares; 2025Q3: 630 shares; 2025Q4: 261 shares; 2026Q1: 302 shares 302 $23.8K <0.01% +41 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 175 shares; 2025Q1: 235 shares; 2025Q2: 270 shares; 2025Q3: 257 shares; 2025Q4: 569 shares; 2026Q1: 617 shares 617 $23.8K <0.01% +48 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 252 shares 252 $23.7K <0.01% +100 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 13 shares; 2025Q2: 71 shares; 2025Q3: 165 shares; 2025Q4: 286 shares; 2026Q1: 322 shares 322 $23.7K <0.01% +36 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 79 shares; 2025Q1: 98 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 323 shares; 2026Q1: 361 shares 361 $23.6K <0.01% +38 Timeline LBRDA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 233 shares; 2026Q1: 466 shares 466 $23.4K <0.01% +233 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 1,116 shares 1,116 $23.4K <0.01% +1,051 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 405 shares; 2025Q2: 245 shares; 2025Q3: 244 shares; 2025Q4: 250 shares; 2026Q1: 264 shares 264 $23.3K <0.01% +14 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $23.3K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,225 shares; 2025Q1: 1,228 shares; 2025Q2: 1,298 shares; 2025Q3: 1,282 shares; 2025Q4: 1,684 shares; 2026Q1: 2,660 shares 2,660 $23.2K <0.01% +976 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $23.1K <0.01% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 125 shares; 2025Q1: 135 shares; 2025Q2: 235 shares; 2025Q3: 288 shares; 2025Q4: 316 shares; 2026Q1: 362 shares 362 $23K <0.01% +46 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 559 shares; 2025Q1: 570 shares; 2025Q2: 564 shares; 2025Q3: 6,868 shares; 2025Q4: 14,550 shares; 2026Q1: 1,255 shares 1,255 $23K <0.01% -13,295 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 115 shares; 2025Q2: 195 shares; 2025Q3: 165 shares; 2025Q4: 230 shares; 2026Q1: 259 shares 259 $22.9K <0.01% +29 Timeline FXI 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: 705 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $22.9K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 158 shares; 2025Q2: 233 shares; 2025Q3: 371 shares; 2025Q4: 237 shares; 2026Q1: 192 shares 192 $22.8K <0.01% -45 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 190 shares; 2025Q2: 1,320 shares; 2025Q3: 1,665 shares; 2025Q4: 1,544 shares; 2026Q1: 1,618 shares 1,618 $22.7K <0.01% +74 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 6 shares; 2026Q1: 238 shares 238 $22.7K <0.01% +232 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.7K <0.01% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 160 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 189 shares; 2026Q1: 384 shares 384 $22.7K <0.01% +195 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $22.7K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 230 shares; 2026Q1: 665 shares 665 $22.6K <0.01% +435 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 56 shares; 2025Q1: 25 shares; 2025Q2: 63 shares; 2025Q3: 700 shares; 2025Q4: 720 shares; 2026Q1: 90 shares 90 $22.6K <0.01% -630 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 191 shares; 2025Q2: 226 shares; 2025Q3: 231 shares; 2025Q4: 287 shares; 2026Q1: 345 shares 345 $22.5K <0.01% +58 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 5 shares; 2025Q3: 21 shares; 2025Q4: 126 shares; 2026Q1: 142 shares 142 $22.4K <0.01% +16 Timeline RSPC 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: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $22.4K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.3K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 371 shares; 2025Q1: 297 shares; 2025Q2: 508 shares; 2025Q3: 607 shares; 2025Q4: 625 shares; 2026Q1: 709 shares 709 $22.3K <0.01% +84 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $22.3K <0.01% 0 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 115 shares; 2025Q1: 65 shares; 2025Q2: 280 shares; 2025Q3: 309 shares; 2025Q4: 378 shares; 2026Q1: 476 shares 476 $22.2K <0.01% +98 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 25 shares; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 45 shares; 2025Q4: 50 shares; 2026Q1: 69 shares 69 $22.2K <0.01% +19 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 205 shares; 2025Q1: 70 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $22.2K <0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC 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: 65 shares; 2025Q3: 569 shares; 2025Q4: 631 shares; 2026Q1: 649 shares 649 $22.2K <0.01% +18 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,223 shares; 2025Q1: 2,233 shares; 2025Q2: 2,253 shares; 2025Q3: 3,899 shares; 2025Q4: 2,941 shares; 2026Q1: 3,695 shares 3,695 $22.1K <0.01% +754 Timeline SAIA SAIA INC More: the full row for SAIA 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: 2 shares; 2026Q1: 63 shares 63 $22.1K <0.01% +61 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $22.1K <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 50 shares; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 55 shares; 2025Q4: 115 shares; 2026Q1: 191 shares 191 $22K <0.01% +76 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 2,022 shares; 2025Q4: 1,792 shares; 2026Q1: 282 shares 282 $22K <0.01% -1,510 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 20 shares; 2025Q2: 90 shares; 2025Q3: 82 shares; 2025Q4: 565 shares; 2026Q1: 569 shares 569 $22K <0.01% +4 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 16 shares; 2025Q1: 56 shares; 2025Q2: 40 shares; 2025Q3: 25 shares; 2025Q4: 176 shares; 2026Q1: 186 shares 186 $22K <0.01% +10 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 36 shares 36 $22K <0.01% +16 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 492 shares; 2025Q1: 477 shares; 2025Q2: 502 shares; 2025Q3: 522 shares; 2025Q4: 536 shares; 2026Q1: 522 shares 522 $21.9K <0.01% -14 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 525 shares; 2025Q1: 540 shares; 2025Q2: 570 shares; 2025Q3: 530 shares; 2025Q4: 535 shares; 2026Q1: 563 shares 563 $21.7K <0.01% +28 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 29 shares; 2026Q1: 30 shares 30 $21.6K <0.01% +1 Timeline BLOK 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: 435 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $21.5K <0.01% 0 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 582 shares 582 $21.4K <0.01% -532 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,900 shares; 2024Q4: 150,200 shares; 2025Q1: 121,900 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $21.4K <0.01% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,496 shares; 2025Q1: 1,453 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,814 shares; 2026Q1: 1,622 shares 1,622 $21.3K <0.01% -192 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 205 shares; 2025Q1: 385 shares; 2025Q2: 400 shares; 2025Q3: 1,895 shares; 2025Q4: 2,183 shares; 2026Q1: 2,360 shares 2,360 $21.3K <0.01% +177 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $21.2K <0.01% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $21.2K <0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 75 shares; 2025Q1: 30 shares; 2025Q2: 240 shares; 2025Q3: 170 shares; 2025Q4: 194 shares; 2026Q1: 218 shares 218 $21.1K <0.01% +24 Timeline RSPH 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $21.1K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 526 shares 526 $21.1K <0.01% +522 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 711 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 465 shares 465 $20.9K <0.01% -20 Timeline WEN WENDYS CO More: the full row for WENDYS 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: 10 shares; 2025Q4: 7,490 shares; 2026Q1: 2,989 shares 2,989 $20.8K <0.01% -4,501 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 34 shares; 2025Q1: 47 shares; 2025Q2: 101 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 103 shares 103 $20.8K <0.01% +11 Timeline IDEV 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: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $20.7K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 79 shares; 2025Q1: 213 shares; 2025Q2: 78 shares; 2025Q3: 239 shares; 2025Q4: 63 shares; 2026Q1: 157 shares 157 $20.4K <0.01% +94 Timeline SLYV 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: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $20.3K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 175 shares; 2025Q1: 210 shares; 2025Q2: 195 shares; 2025Q3: 190 shares; 2025Q4: 191 shares; 2026Q1: 698 shares 698 $20.3K <0.01% +507 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,072 shares; 2025Q1: 3,595 shares; 2025Q2: 1,111 shares; 2025Q3: 1,256 shares; 2025Q4: 1,396 shares; 2026Q1: 1,429 shares 1,429 $20.1K <0.01% +33 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 165 shares; 2025Q1: 250 shares; 2025Q2: 300 shares; 2025Q3: 240 shares; 2025Q4: 249 shares; 2026Q1: 271 shares 271 $20.1K <0.01% +22 Timeline QUS 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $19.9K <0.01% 0 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 165 shares; 2025Q1: 220 shares; 2025Q2: 300 shares; 2025Q3: 507 shares; 2025Q4: 629 shares; 2026Q1: 690 shares 690 $19.9K <0.01% +61 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 100 shares; 2025Q1: 95 shares; 2025Q2: 285 shares; 2025Q3: 276 shares; 2025Q4: 417 shares; 2026Q1: 439 shares 439 $19.8K <0.01% +22 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 150 shares; 2025Q3: 166 shares; 2025Q4: 182 shares; 2026Q1: 415 shares 415 $19.8K <0.01% +233 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 105 shares; 2025Q1: 175 shares; 2025Q2: 165 shares; 2025Q3: 142 shares; 2025Q4: 215 shares; 2026Q1: 492 shares 492 $19.7K <0.01% +277 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 60 shares; 2025Q1: 105 shares; 2025Q2: 85 shares; 2025Q3: 252 shares; 2025Q4: 435 shares; 2026Q1: 618 shares 618 $19.6K <0.01% +183 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 196 shares 196 $19.6K <0.01% -46 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 520 shares; 2025Q1: 640 shares; 2025Q2: 835 shares; 2025Q3: 1,435 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453 $19.6K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 640 shares; 2025Q3: 686 shares; 2025Q4: 604 shares; 2026Q1: 869 shares 869 $19.6K <0.01% +265 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $19.6K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 114 shares; 2025Q1: 554 shares; 2025Q2: 1,419 shares; 2025Q3: 1,259 shares; 2025Q4: 1,711 shares; 2026Q1: 2,944 shares 2,944 $19.5K <0.01% +1,233 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 125 shares; 2025Q1: 35 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 311 shares; 2026Q1: 370 shares 370 $19.5K <0.01% +59 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 40 shares; 2025Q1: 65 shares; 2025Q2: 120 shares; 2025Q3: 70 shares; 2025Q4: 112 shares; 2026Q1: 808 shares 808 $19.5K <0.01% +696 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,505 shares; 2025Q1: 3,685 shares; 2025Q2: 3,900 shares; 2025Q3: 3,730 shares; 2025Q4: 3,817 shares; 2026Q1: 4,535 shares 4,535 $19.5K <0.01% +718 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 185 shares; 2025Q1: 295 shares; 2025Q2: 550 shares; 2025Q3: 575 shares; 2025Q4: 1,522 shares; 2026Q1: 1,690 shares 1,690 $19.5K <0.01% +168 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 72 shares; 2025Q1: 79 shares; 2025Q2: 116 shares; 2025Q3: 105 shares; 2025Q4: 130 shares; 2026Q1: 119 shares 119 $19.4K <0.01% -11 Timeline DFE 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $19.4K <0.01% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 20 shares; 2025Q3: 42 shares; 2025Q4: 89 shares; 2026Q1: 478 shares 478 $19.4K <0.01% +389 Timeline DTH 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: 380 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 355 shares 355 $19.2K <0.01% -27 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $19.2K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 139 shares; 2025Q4: 664 shares; 2026Q1: 700 shares 700 $19.2K <0.01% +36 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 50 shares; 2025Q3: 3,750 shares; 2025Q4: 1,760 shares; 2026Q1: 931 shares 931 $19.2K <0.01% -829 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 105 shares; 2025Q2: 170 shares; 2025Q3: 370 shares; 2025Q4: 395 shares; 2026Q1: 450 shares 450 $19.2K <0.01% +55 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 60 shares; 2025Q1: 100 shares; 2025Q2: 12 shares; 2025Q3: 387 shares; 2025Q4: 494 shares; 2026Q1: 290 shares 290 $19.1K <0.01% -204 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 7 shares; 2025Q1: 21 shares; 2025Q2: 40 shares; 2025Q3: 269 shares; 2025Q4: 204 shares; 2026Q1: 186 shares 186 $19.1K <0.01% -18 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 145 shares; 2025Q1: 305 shares; 2025Q2: 295 shares; 2025Q3: 355 shares; 2025Q4: 445 shares; 2026Q1: 547 shares 547 $19K <0.01% +102 Timeline IHI 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $19K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 828 shares; 2025Q1: 1,245 shares; 2025Q2: 1,322 shares; 2025Q3: 2,753 shares; 2025Q4: 2,574 shares; 2026Q1: 781 shares 781 $19K <0.01% -1,793 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 52 shares; 2026Q1: 78 shares 78 $18.9K <0.01% +26 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 137 shares; 2025Q1: 227 shares; 2025Q2: 377 shares; 2025Q3: 392 shares; 2025Q4: 309 shares; 2026Q1: 568 shares 568 $18.8K <0.01% +259 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL 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: 3 shares; 2025Q4: 27 shares; 2026Q1: 137 shares 137 $18.8K <0.01% +110 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 12 shares; 2025Q3: 232 shares; 2025Q4: 287 shares; 2026Q1: 276 shares 276 $18.8K <0.01% -11 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,470 shares; 2025Q1: 1,775 shares; 2025Q2: 1,545 shares; 2025Q3: 1,235 shares; 2025Q4: 1,404 shares; 2026Q1: 1,730 shares 1,730 $18.7K <0.01% +326 Timeline ESGU 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 165 shares; 2025Q2: 269 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $18.7K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 11 shares; 2025Q4: 19 shares; 2026Q1: 59 shares 59 $18.7K <0.01% +40 Timeline ARGT 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.7K <0.01% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 403 shares; 2025Q1: 387 shares; 2025Q2: 321 shares; 2025Q3: 328 shares; 2025Q4: 317 shares; 2026Q1: 320 shares 320 $18.6K <0.01% +3 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 50 shares; 2025Q1: 15 shares; 2025Q2: 65 shares; 2025Q3: 132 shares; 2025Q4: 143 shares; 2026Q1: 249 shares 249 $18.6K <0.01% +106 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 20 shares; 2025Q1: 95 shares; 2025Q2: 65 shares; 2025Q3: 194 shares; 2025Q4: 334 shares; 2026Q1: 474 shares 474 $18.6K <0.01% +140 Timeline MGV 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: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $18.6K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 207 shares; 2025Q1: 204 shares; 2025Q2: 209 shares; 2025Q3: 372 shares; 2025Q4: 396 shares; 2026Q1: 347 shares 347 $18.5K <0.01% -49 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 95 shares; 2025Q1: 410 shares; 2025Q2: 265 shares; 2025Q3: 205 shares; 2025Q4: 155 shares; 2026Q1: 587 shares 587 $18.5K <0.01% +432 Timeline ENOR 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.5K <0.01% 0 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 55 shares; 2025Q1: 15 shares; 2025Q2: 65 shares; 2025Q3: 67 shares; 2025Q4: 211 shares; 2026Q1: 263 shares 263 $18.4K <0.01% +52 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $18.2K <0.01% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 40 shares; 2025Q3: 377 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578 $18.2K <0.01% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 120 shares; 2025Q1: 170 shares; 2025Q2: 115 shares; 2025Q3: 343 shares; 2025Q4: 349 shares; 2026Q1: 444 shares 444 $18.2K <0.01% +95 Timeline FNDF 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: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $18.2K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 79 shares; 2025Q1: 94 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 78 shares; 2026Q1: 88 shares 88 $18.1K <0.01% +10 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES 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: 859 shares; 2026Q1: 862 shares 862 $18.1K <0.01% +3 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 110 shares; 2025Q3: 345 shares; 2025Q4: 310 shares; 2026Q1: 337 shares 337 $18.1K <0.01% +27 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 462 shares; 2025Q1: 482 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 496 shares; 2026Q1: 495 shares 495 $18K <0.01% -1 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 105 shares; 2025Q2: 120 shares; 2025Q3: 138 shares; 2025Q4: 163 shares; 2026Q1: 199 shares 199 $18K <0.01% +36 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,035 shares; 2025Q2: 995 shares; 2025Q3: 980 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $18K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 4,455 shares; 2025Q1: 0 shares; 2025Q2: 65 shares; 2025Q3: 9,881 shares; 2025Q4: 844 shares; 2026Q1: 1,343 shares 1,343 $17.9K <0.01% +499 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 145 shares; 2025Q1: 220 shares; 2025Q2: 245 shares; 2025Q3: 180 shares; 2025Q4: 191 shares; 2026Q1: 193 shares 193 $17.8K <0.01% +2 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 225 shares; 2025Q1: 270 shares; 2025Q2: 205 shares; 2025Q3: 763 shares; 2025Q4: 1,599 shares; 2026Q1: 1,898 shares 1,898 $17.8K <0.01% +299 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,249 shares; 2025Q1: 2,261 shares; 2025Q2: 1,640 shares; 2025Q3: 1,721 shares; 2025Q4: 1,806 shares; 2026Q1: 1,652 shares 1,652 $17.7K <0.01% -154 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 60 shares; 2025Q1: 20 shares; 2025Q2: 175 shares; 2025Q3: 183 shares; 2025Q4: 178 shares; 2026Q1: 180 shares 180 $17.6K <0.01% +2 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $17.6K <0.01% 0 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 1,304 shares; 2025Q4: 2,181 shares; 2026Q1: 832 shares 832 $17.6K <0.01% -1,349 Timeline XAR 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 69 shares 69 $17.6K <0.01% -50 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8 shares 8 $17.6K <0.01% +7 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 145 shares; 2025Q3: 125 shares; 2025Q4: 132 shares; 2026Q1: 137 shares 137 $17.5K <0.01% +5 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 175 shares; 2025Q1: 78 shares; 2025Q2: 360 shares; 2025Q3: 320 shares; 2025Q4: 326 shares; 2026Q1: 355 shares 355 $17.4K <0.01% +29 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $17.3K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 325 shares; 2025Q2: 595 shares; 2025Q3: 505 shares; 2025Q4: 532 shares; 2026Q1: 610 shares 610 $17.1K <0.01% +78 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 105 shares; 2025Q2: 145 shares; 2025Q3: 120 shares; 2025Q4: 236 shares; 2026Q1: 299 shares 299 $17K <0.01% +63 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 110 shares; 2025Q1: 120 shares; 2025Q2: 220 shares; 2025Q3: 25 shares; 2025Q4: 351 shares; 2026Q1: 1,004 shares 1,004 $17K <0.01% +653 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 165 shares; 2025Q1: 230 shares; 2025Q2: 225 shares; 2025Q3: 210 shares; 2025Q4: 386 shares; 2026Q1: 1,082 shares 1,082 $17K <0.01% +696 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 55 shares; 2025Q1: 70 shares; 2025Q2: 135 shares; 2025Q3: 144 shares; 2025Q4: 117 shares; 2026Q1: 268 shares 268 $16.9K <0.01% +151 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 233 shares; 2025Q3: 97 shares; 2025Q4: 161 shares; 2026Q1: 192 shares 192 $16.8K <0.01% +31 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares 1,177 $16.8K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 576 shares 576 $16.8K <0.01% +1 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $16.7K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 32 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 109 shares 109 $16.7K <0.01% +6 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 249 shares; 2025Q3: 250 shares; 2025Q4: 261 shares; 2026Q1: 262 shares 262 $16.7K <0.01% +1 Timeline LMBS 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $16.7K <0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 31 shares; 2025Q4: 32 shares; 2026Q1: 35 shares 35 $16.7K <0.01% +3 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 110 shares; 2025Q2: 130 shares; 2025Q3: 112 shares; 2025Q4: 200 shares; 2026Q1: 253 shares 253 $16.6K <0.01% +53 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 170 shares; 2025Q1: 230 shares; 2025Q2: 170 shares; 2025Q3: 489 shares; 2025Q4: 743 shares; 2026Q1: 851 shares 851 $16.6K <0.01% +108 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 96 shares; 2025Q1: 102 shares; 2025Q2: 140 shares; 2025Q3: 150 shares; 2025Q4: 235 shares; 2026Q1: 229 shares 229 $16.4K <0.01% -6 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 130 shares; 2025Q1: 195 shares; 2025Q2: 229 shares; 2025Q3: 386 shares; 2025Q4: 426 shares; 2026Q1: 475 shares 475 $16.4K <0.01% +49 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 535 shares 535 $16.3K <0.01% +185 Timeline CVY 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $16.2K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 30 shares; 2025Q3: 437 shares; 2025Q4: 443 shares; 2026Q1: 512 shares 512 $16.2K <0.01% +69 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $16.2K <0.01% 0 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $16.2K <0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares 1,169 $16.1K <0.01% 0 Timeline