VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,375 shares; 2024Q4: 265,405 shares; 2025Q1: 292,497 shares; 2025Q2: 296,785 shares; 2025Q3: 303,037 shares; 2025Q4: 307,633 shares; 2026Q1: 312,896 shares 312,896 $46.3M 7.09% +5,263 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,732 shares; 2024Q4: 68,936 shares; 2025Q1: 77,312 shares; 2025Q2: 78,045 shares; 2025Q3: 80,588 shares; 2025Q4: 81,102 shares; 2026Q1: 80,064 shares 80,064 $46.2M 7.07% -1,038 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,040 shares; 2024Q4: 710,477 shares; 2025Q1: 997,041 shares; 2025Q2: 1,182,910 shares; 2025Q3: 879,756 shares; 2025Q4: 900,926 shares; 2026Q1: 906,061 shares 906,061 $45.9M 7.02% +5,135 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,447 shares; 2024Q4: 78,283 shares; 2025Q1: 89,236 shares; 2025Q2: 89,856 shares; 2025Q3: 89,946 shares; 2025Q4: 88,265 shares; 2026Q1: 86,792 shares 86,792 $33.3M 5.09% -1,473 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,087 shares; 2024Q4: 202,618 shares; 2025Q1: 220,367 shares; 2025Q2: 225,215 shares; 2025Q3: 238,195 shares; 2025Q4: 241,647 shares; 2026Q1: 238,982 shares 238,982 $29.7M 4.55% -2,665 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,283 shares; 2024Q4: 84,353 shares; 2025Q1: 92,062 shares; 2025Q2: 88,864 shares; 2025Q3: 93,639 shares; 2025Q4: 94,747 shares; 2026Q1: 95,957 shares 95,957 $27.6M 4.22% +1,210 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: 95,848 shares; 2024Q4: 94,673 shares; 2025Q1: 107,306 shares; 2025Q2: 108,330 shares; 2025Q3: 109,708 shares; 2025Q4: 111,086 shares; 2026Q1: 112,725 shares 112,725 $18.2M 2.79% +1,639 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,921 shares; 2024Q4: 88,898 shares; 2025Q1: 102,827 shares; 2025Q2: 104,661 shares; 2025Q3: 108,036 shares; 2025Q4: 110,913 shares; 2026Q1: 114,647 shares 114,647 $17.4M 2.66% +3,734 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,847 shares; 2024Q4: 97,662 shares; 2025Q1: 87,573 shares; 2025Q2: 83,697 shares; 2025Q3: 70,116 shares; 2025Q4: 66,993 shares; 2026Q1: 66,821 shares 66,821 $17M 2.6% -172 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,124 shares; 2024Q4: 76,662 shares; 2025Q1: 89,254 shares; 2025Q2: 91,430 shares; 2025Q3: 99,958 shares; 2025Q4: 103,227 shares; 2026Q1: 107,918 shares 107,918 $15.8M 2.42% +4,691 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,279 shares; 2025Q4: 237,893 shares; 2026Q1: 287,522 shares 287,522 $14.7M 2.26% +49,629 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $13.6M 2.09% 0 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 167,892 shares; 2025Q4: 226,835 shares; 2026Q1: 248,191 shares 248,191 $12.6M 1.93% +21,356 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,426 shares; 2024Q4: 36,676 shares; 2025Q1: 36,387 shares; 2025Q2: 36,001 shares; 2025Q3: 33,903 shares; 2025Q4: 31,900 shares; 2026Q1: 31,839 shares 31,839 $11.8M 1.8% -61 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,795 shares; 2024Q4: 42,305 shares; 2025Q1: 41,249 shares; 2025Q2: 40,288 shares; 2025Q3: 40,186 shares; 2025Q4: 37,261 shares; 2026Q1: 37,230 shares 37,230 $10.7M 1.63% -31 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,360 shares; 2024Q4: 63,968 shares; 2025Q1: 72,451 shares; 2025Q2: 74,883 shares; 2025Q3: 71,961 shares; 2025Q4: 44,909 shares; 2026Q1: 45,026 shares 45,026 $8.64M 1.32% +117 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,954 shares; 2024Q4: 31,123 shares; 2025Q1: 32,854 shares; 2025Q2: 31,008 shares; 2025Q3: 30,547 shares; 2025Q4: 59,415 shares; 2026Q1: 57,712 shares 57,712 $7.67M 1.17% -1,703 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,425 shares; 2024Q4: 41,905 shares; 2025Q1: 35,382 shares; 2025Q2: 37,595 shares; 2025Q3: 37,646 shares; 2025Q4: 38,518 shares; 2026Q1: 34,077 shares 34,077 $7.1M 1.09% -4,441 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,452 shares; 2025Q2: 53,647 shares; 2025Q3: 56,803 shares; 2025Q4: 121,346 shares; 2026Q1: 126,323 shares 126,323 $5.8M 0.89% +4,977 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 10,667 shares; 2025Q1: 9,654 shares; 2025Q2: 10,546 shares; 2025Q3: 12,918 shares; 2025Q4: 12,069 shares; 2026Q1: 8,745 shares 8,745 $5.69M 0.87% -3,324 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 31,564 shares; 2025Q1: 34,629 shares; 2025Q2: 33,518 shares; 2025Q3: 31,880 shares; 2025Q4: 32,027 shares; 2026Q1: 31,660 shares 31,660 $5.37M 0.82% -367 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,821 shares; 2024Q4: 50,313 shares; 2025Q1: 49,687 shares; 2025Q2: 48,774 shares; 2025Q3: 48,013 shares; 2025Q4: 45,938 shares; 2026Q1: 45,539 shares 45,539 $4.22M 0.65% -399 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 24,799 shares; 2025Q1: 23,477 shares; 2025Q2: 23,372 shares; 2025Q3: 23,533 shares; 2025Q4: 23,778 shares; 2026Q1: 23,775 shares 23,775 $4.15M 0.63% -3 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 20,298 shares; 2025Q1: 20,508 shares; 2025Q2: 20,505 shares; 2025Q3: 19,579 shares; 2025Q4: 19,612 shares; 2026Q1: 18,080 shares 18,080 $3.93M 0.6% -1,532 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,012 shares; 2024Q4: 26,537 shares; 2025Q1: 26,236 shares; 2025Q2: 26,137 shares; 2025Q3: 26,028 shares; 2025Q4: 26,036 shares; 2026Q1: 23,854 shares 23,854 $3.75M 0.57% -2,182 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,822 shares; 2024Q4: 30,845 shares; 2025Q1: 30,998 shares; 2025Q2: 31,131 shares; 2025Q3: 31,178 shares; 2025Q4: 31,302 shares; 2026Q1: 31,311 shares 31,311 $3.54M 0.54% +9 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: 13,571 shares; 2025Q1: 13,377 shares; 2025Q2: 13,975 shares; 2025Q3: 13,859 shares; 2025Q4: 13,892 shares; 2026Q1: 14,138 shares 14,138 $3.36M 0.51% +246 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,894 shares; 2024Q4: 43,327 shares; 2025Q1: 42,611 shares; 2025Q2: 42,596 shares; 2025Q3: 42,761 shares; 2025Q4: 42,776 shares; 2026Q1: 42,776 shares 42,776 $3.11M 0.48% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,667 shares; 2024Q4: 11,208 shares; 2025Q1: 10,983 shares; 2025Q2: 10,973 shares; 2025Q3: 10,972 shares; 2025Q4: 10,982 shares; 2026Q1: 10,133 shares 10,133 $2.94M 0.45% -849 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 14,687 shares; 2025Q1: 15,568 shares; 2025Q2: 14,628 shares; 2025Q3: 14,628 shares; 2025Q4: 14,395 shares; 2026Q1: 13,353 shares 13,353 $2.76M 0.42% -1,042 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 10,843 shares; 2025Q1: 10,515 shares; 2025Q2: 8,854 shares; 2025Q3: 9,936 shares; 2025Q4: 10,139 shares; 2026Q1: 9,558 shares 9,558 $2.75M 0.42% -581 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,651 shares; 2025Q1: 2,664 shares; 2025Q2: 2,551 shares; 2025Q3: 2,598 shares; 2025Q4: 2,824 shares; 2026Q1: 4,172 shares 4,172 $2.73M 0.42% +1,348 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,622 shares; 2024Q4: 14,333 shares; 2025Q1: 14,995 shares; 2025Q2: 15,415 shares; 2025Q3: 15,798 shares; 2025Q4: 13,423 shares; 2026Q1: 11,207 shares 11,207 $2.72M 0.42% -2,216 Timeline IBDR 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: 129,388 shares; 2024Q4: 119,924 shares; 2025Q1: 127,251 shares; 2025Q2: 109,648 shares; 2025Q3: 109,735 shares; 2025Q4: 109,909 shares; 2026Q1: 109,995 shares 109,995 $2.67M 0.41% +86 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 8,857 shares; 2025Q1: 8,713 shares; 2025Q2: 8,701 shares; 2025Q3: 8,731 shares; 2025Q4: 8,741 shares; 2026Q1: 7,921 shares 7,921 $2.58M 0.4% -820 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 9,502 shares; 2025Q1: 9,681 shares; 2025Q2: 9,553 shares; 2025Q3: 9,589 shares; 2025Q4: 9,629 shares; 2026Q1: 10,461 shares 10,461 $2.56M 0.39% +832 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 10,210 shares; 2025Q1: 10,141 shares; 2025Q2: 10,103 shares; 2025Q3: 10,113 shares; 2025Q4: 10,091 shares; 2026Q1: 9,357 shares 9,357 $2.53M 0.39% -734 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 14,335 shares; 2025Q1: 14,295 shares; 2025Q2: 14,484 shares; 2025Q3: 14,483 shares; 2025Q4: 14,508 shares; 2026Q1: 13,106 shares 13,106 $2.39M 0.37% -1,402 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 25,283 shares; 2025Q4: 156,967 shares; 2026Q1: 242,128 shares 242,128 $2.25M 0.34% +85,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,050 shares; 2025Q4: 104,213 shares; 2026Q1: 74,844 shares 74,844 $2.16M 0.33% -29,369 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,264 shares; 2026Q1: 54,727 shares 54,727 $2.14M 0.33% +13,463 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 16,857 shares; 2025Q1: 16,887 shares; 2025Q2: 16,857 shares; 2025Q3: 16,657 shares; 2025Q4: 16,687 shares; 2026Q1: 16,789 shares 16,789 $2.12M 0.32% +102 Timeline IBDS 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: 74,462 shares; 2024Q4: 74,599 shares; 2025Q1: 79,010 shares; 2025Q2: 77,113 shares; 2025Q3: 77,203 shares; 2025Q4: 86,708 shares; 2026Q1: 86,797 shares 86,797 $2.1M 0.32% +89 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 19,248 shares; 2025Q4: 48,595 shares; 2026Q1: 46,092 shares 46,092 $2.04M 0.31% -2,503 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 17,183 shares; 2025Q1: 17,018 shares; 2025Q2: 16,982 shares; 2025Q3: 17,085 shares; 2025Q4: 17,110 shares; 2026Q1: 17,988 shares 17,988 $2.04M 0.31% +878 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 12,543 shares; 2025Q1: 12,418 shares; 2025Q2: 12,403 shares; 2025Q3: 9,876 shares; 2025Q4: 9,882 shares; 2026Q1: 8,972 shares 8,972 $2.03M 0.31% -910 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 10,020 shares; 2025Q1: 10,895 shares; 2025Q2: 9,471 shares; 2025Q3: 9,370 shares; 2025Q4: 9,331 shares; 2026Q1: 9,163 shares 9,163 $1.97M 0.3% -168 Timeline JEPI 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: 36,627 shares; 2024Q4: 35,549 shares; 2025Q1: 39,665 shares; 2025Q2: 35,153 shares; 2025Q3: 34,593 shares; 2025Q4: 35,447 shares; 2026Q1: 33,895 shares 33,895 $1.92M 0.29% -1,552 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,006 shares; 2025Q1: 4,056 shares; 2025Q2: 4,557 shares; 2025Q3: 3,844 shares; 2025Q4: 4,944 shares; 2026Q1: 3,941 shares 3,941 $1.89M 0.29% -1,003 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW 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: 11,453 shares; 2025Q4: 31,782 shares; 2026Q1: 39,984 shares 39,984 $1.87M 0.29% +8,202 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 41,090 shares; 2025Q4: 67,580 shares; 2026Q1: 67,808 shares 67,808 $1.86M 0.28% +228 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,922 shares 223,922 $1.75M 0.27% new 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: 7,209 shares; 2024Q4: 7,298 shares; 2025Q1: 6,815 shares; 2025Q2: 6,806 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares; 2026Q1: 5,847 shares 5,847 $1.71M 0.26% -584 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,090 shares; 2025Q1: 3,097 shares; 2025Q2: 2,697 shares; 2025Q3: 2,678 shares; 2025Q4: 2,673 shares; 2026Q1: 2,439 shares 2,439 $1.7M 0.26% -234 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,468 shares; 2025Q4: 51,996 shares; 2026Q1: 62,509 shares 62,509 $1.69M 0.26% +10,513 Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES 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: 45,916 shares; 2025Q4: 191,325 shares; 2026Q1: 435,522 shares 435,522 $1.63M 0.25% +244,197 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 10,423 shares; 2025Q1: 10,247 shares; 2025Q2: 10,124 shares; 2025Q3: 10,131 shares; 2025Q4: 10,033 shares; 2026Q1: 10,093 shares 10,093 $1.57M 0.24% +60 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 4,418 shares; 2025Q1: 3,682 shares; 2025Q2: 5,013 shares; 2025Q3: 5,030 shares; 2025Q4: 5,101 shares; 2026Q1: 5,250 shares 5,250 $1.54M 0.24% +149 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES 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: 22,300 shares; 2025Q4: 33,263 shares; 2026Q1: 33,424 shares 33,424 $1.52M 0.23% +161 Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 15,302 shares; 2025Q4: 20,099 shares; 2026Q1: 20,197 shares 20,197 $1.52M 0.23% +98 Timeline VV 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: 6,036 shares; 2024Q4: 6,037 shares; 2025Q1: 5,923 shares; 2025Q2: 5,091 shares; 2025Q3: 5,052 shares; 2025Q4: 5,049 shares; 2026Q1: 5,039 shares 5,039 $1.51M 0.23% -10 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,244 shares; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,265 shares; 2026Q1: 3,188 shares 3,188 $1.48M 0.23% -77 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 3,304 shares; 2025Q1: 2,833 shares; 2025Q2: 2,441 shares; 2025Q3: 2,498 shares; 2025Q4: 2,518 shares; 2026Q1: 2,439 shares 2,439 $1.46M 0.22% -79 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 30,487 shares; 2025Q1: 30,635 shares; 2025Q2: 38,955 shares; 2025Q3: 38,435 shares; 2025Q4: 38,435 shares; 2026Q1: 38,435 shares 38,435 $1.45M 0.22% 0 Timeline TMS LIVE OAK ACQUISITION CORP V More: the full row for LIVE OAK ACQUISITION CORP V Quarterly shares; oldest to 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: 136,705 shares 136,705 $1.43M 0.22% new Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,230 shares; 2025Q4: 43,828 shares; 2026Q1: 43,988 shares 43,988 $1.41M 0.22% +160 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP 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: 33,970 shares; 2025Q4: 51,906 shares; 2026Q1: 66,467 shares 66,467 $1.4M 0.21% +14,561 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT 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: 7,601 shares; 2025Q4: 15,515 shares; 2026Q1: 19,024 shares 19,024 $1.4M 0.21% +3,509 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: 28,078 shares; 2024Q4: 22,898 shares; 2025Q1: 19,843 shares; 2025Q2: 18,541 shares; 2025Q3: 18,641 shares; 2025Q4: 18,113 shares; 2026Q1: 17,615 shares 17,615 $1.4M 0.21% -498 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: 36,314 shares; 2026Q1: 54,451 shares 54,451 $1.37M 0.21% +18,137 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: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,700 shares; 2025Q2: 10,565 shares; 2025Q3: 10,500 shares; 2025Q4: 8,800 shares; 2026Q1: 6,659 shares 6,659 $1.35M 0.21% -2,141 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,550 shares; 2025Q4: 92,114 shares; 2026Q1: 92,505 shares 92,505 $1.34M 0.21% +391 Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,037 shares; 2026Q1: 117,366 shares 117,366 $1.33M 0.2% +67,329 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,918 shares; 2025Q4: 22,189 shares; 2026Q1: 22,264 shares 22,264 $1.32M 0.2% +75 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER 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: 8,924 shares; 2025Q4: 14,539 shares; 2026Q1: 14,605 shares 14,605 $1.3M 0.2% +66 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,664 shares; 2026Q1: 2,663 shares 2,663 $1.29M 0.2% -1 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,718 shares; 2025Q4: 16,386 shares; 2026Q1: 16,466 shares 16,466 $1.28M 0.2% +80 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,494 shares; 2025Q1: 10,536 shares; 2025Q2: 10,489 shares; 2025Q3: 10,491 shares; 2025Q4: 10,512 shares; 2026Q1: 10,420 shares 10,420 $1.28M 0.2% -92 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH 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: 170,313 shares; 2025Q4: 232,365 shares; 2026Q1: 233,868 shares 233,868 $1.27M 0.2% +1,503 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 20,475 shares; 2025Q1: 20,475 shares; 2025Q2: 20,475 shares; 2025Q3: 20,475 shares; 2025Q4: 30,712 shares; 2026Q1: 30,712 shares 30,712 $1.24M 0.19% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,109 shares; 2025Q1: 8,197 shares; 2025Q2: 10,062 shares; 2025Q3: 6,526 shares; 2025Q4: 6,445 shares; 2026Q1: 6,435 shares 6,435 $1.24M 0.19% -10 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS 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: 4,703 shares; 2025Q4: 7,805 shares; 2026Q1: 4,576 shares 4,576 $1.24M 0.19% -3,229 Timeline PSC 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: 4,739 shares; 2026Q1: 21,492 shares 21,492 $1.23M 0.19% +16,753 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,410 shares; 2025Q1: 9,527 shares; 2025Q2: 9,616 shares; 2025Q3: 9,600 shares; 2025Q4: 9,579 shares; 2026Q1: 9,835 shares 9,835 $1.18M 0.18% +256 Timeline EFAV 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: 18,228 shares; 2024Q4: 16,349 shares; 2025Q1: 17,364 shares; 2025Q2: 13,344 shares; 2025Q3: 13,184 shares; 2025Q4: 12,946 shares; 2026Q1: 12,927 shares 12,927 $1.18M 0.18% -19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,040 shares; 2025Q1: 3,114 shares; 2025Q2: 4,808 shares; 2025Q3: 4,308 shares; 2025Q4: 4,333 shares; 2026Q1: 3,457 shares 3,457 $1.17M 0.18% -876 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN 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: not reported; 2025Q3: 18,210 shares; 2025Q4: 41,081 shares; 2026Q1: 47,431 shares 47,431 $1.17M 0.18% +6,350 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 6,933 shares; 2025Q4: 10,592 shares; 2026Q1: 10,646 shares 10,646 $1.16M 0.18% +54 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,176 shares; 2025Q1: 7,056 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares 7,056 $1.16M 0.18% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 1,028 shares; 2025Q1: 1,322 shares; 2025Q2: 1,346 shares; 2025Q3: 1,412 shares; 2025Q4: 1,404 shares; 2026Q1: 1,353 shares 1,353 $1.14M 0.18% -51 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 10,957 shares; 2025Q1: 11,020 shares; 2025Q2: 10,973 shares; 2025Q3: 11,015 shares; 2025Q4: 11,223 shares; 2026Q1: 15,022 shares 15,022 $1.14M 0.17% +3,799 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,779 shares; 2024Q4: 18,969 shares; 2025Q1: 18,279 shares; 2025Q2: 17,077 shares; 2025Q3: 16,831 shares; 2025Q4: 16,831 shares; 2026Q1: 16,682 shares 16,682 $1.13M 0.17% -149 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 10,167 shares; 2025Q1: 10,166 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 10,166 shares; 2026Q1: 10,166 shares 10,166 $1.12M 0.17% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 6,898 shares; 2025Q1: 6,755 shares; 2025Q2: 6,751 shares; 2025Q3: 6,802 shares; 2025Q4: 6,808 shares; 2026Q1: 5,660 shares 5,660 $1.11M 0.17% -1,148 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,724 shares; 2025Q1: 8,927 shares; 2025Q2: 8,616 shares; 2025Q3: 8,616 shares; 2025Q4: 8,527 shares; 2026Q1: 8,314 shares 8,314 $1.1M 0.17% -213 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 3,717 shares; 2025Q1: 4,351 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,621 shares; 2026Q1: 3,621 shares 3,621 $1.09M 0.17% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 5,861 shares; 2025Q1: 7,101 shares; 2025Q2: 4,860 shares; 2025Q3: 5,486 shares; 2025Q4: 5,625 shares; 2026Q1: 5,470 shares 5,470 $1.07M 0.16% -155 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP 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: 55,771 shares; 2025Q4: 162,197 shares; 2026Q1: 162,956 shares 162,956 $1.07M 0.16% +759 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,838 shares; 2025Q4: 18,470 shares; 2026Q1: 18,606 shares 18,606 $1.06M 0.16% +136 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,510 shares; 2025Q4: 6,848 shares; 2026Q1: 6,886 shares 6,886 $1.04M 0.16% +38 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: 4,017 shares; 2026Q1: 4,031 shares 4,031 $1.03M 0.16% +14 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,817 shares; 2025Q1: 2,820 shares; 2025Q2: 2,140 shares; 2025Q3: 2,094 shares; 2025Q4: 2,095 shares; 2026Q1: 1,791 shares 1,791 $1.02M 0.16% -304 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 11,620 shares; 2025Q1: 15,057 shares; 2025Q2: 15,800 shares; 2025Q3: 19,629 shares; 2025Q4: 20,414 shares; 2026Q1: 20,226 shares 20,226 $1.02M 0.16% -188 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 8,305 shares; 2025Q1: 10,936 shares; 2025Q2: 10,860 shares; 2025Q3: 11,702 shares; 2025Q4: 11,622 shares; 2026Q1: 8,228 shares 8,228 $1.02M 0.16% -3,394 Timeline JEPQ 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: 14,124 shares; 2024Q4: 14,324 shares; 2025Q1: 16,483 shares; 2025Q2: 18,100 shares; 2025Q3: 18,945 shares; 2025Q4: 19,365 shares; 2026Q1: 18,185 shares 18,185 $1.01M 0.15% -1,180 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,704 shares; 2025Q1: 6,713 shares; 2025Q2: 9,713 shares; 2025Q3: 9,398 shares; 2025Q4: 9,413 shares; 2026Q1: 8,413 shares 8,413 $998K 0.15% -1,000 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,160 shares; 2024Q4: 27,099 shares; 2025Q1: 22,170 shares; 2025Q2: 20,535 shares; 2025Q3: 20,829 shares; 2025Q4: 20,219 shares; 2026Q1: 19,727 shares 19,727 $985K 0.15% -492 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 3,124 shares; 2025Q4: 4,996 shares; 2026Q1: 3,483 shares 3,483 $983K 0.15% -1,513 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,659 shares; 2025Q4: 133,498 shares; 2026Q1: 133,803 shares 133,803 $967K 0.15% +305 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,408 shares; 2025Q1: 1,421 shares; 2025Q2: 1,264 shares; 2025Q3: 1,357 shares; 2025Q4: 9,880 shares; 2026Q1: 10,050 shares 10,050 $966K 0.15% +170 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,420 shares; 2025Q4: 10,887 shares; 2026Q1: 7,335 shares 7,335 $958K 0.15% -3,552 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 47,505 shares; 2025Q4: 75,504 shares; 2026Q1: 65,554 shares 65,554 $939K 0.14% -9,950 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 6,694 shares; 2026Q1: 16,339 shares 16,339 $932K 0.14% +9,645 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 3,957 shares; 2025Q1: 3,987 shares; 2025Q2: 4,032 shares; 2025Q3: 4,047 shares; 2025Q4: 3,727 shares; 2026Q1: 3,742 shares 3,742 $931K 0.14% +15 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 40,659 shares; 2025Q1: 31,483 shares; 2025Q2: 31,117 shares; 2025Q3: 31,278 shares; 2025Q4: 30,906 shares; 2026Q1: 30,277 shares 30,277 $929K 0.14% -629 Timeline SPLV 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: 13,039 shares; 2024Q4: 13,041 shares; 2025Q1: 13,042 shares; 2025Q2: 12,672 shares; 2025Q3: 12,674 shares; 2025Q4: 12,558 shares; 2026Q1: 12,558 shares 12,558 $919K 0.14% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,255 shares; 2025Q1: 1,270 shares; 2025Q2: 1,648 shares; 2025Q3: 1,623 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares 1,628 $917K 0.14% 0 Timeline VIGI 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: 11,356 shares; 2024Q4: 11,902 shares; 2025Q1: 11,619 shares; 2025Q2: 10,341 shares; 2025Q3: 10,307 shares; 2025Q4: 10,261 shares; 2026Q1: 10,250 shares 10,250 $907K 0.14% -11 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,679 shares; 2024Q4: 15,921 shares; 2025Q1: 15,151 shares; 2025Q2: 15,111 shares; 2025Q3: 15,041 shares; 2025Q4: 15,071 shares; 2026Q1: 12,599 shares 12,599 $905K 0.14% -2,472 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,023 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares 2,023 $899K 0.14% 0 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM 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: 228,696 shares; 2025Q4: 163,366 shares; 2026Q1: 164,558 shares 164,558 $884K 0.14% +1,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,970 shares; 2025Q4: 13,616 shares; 2026Q1: 13,692 shares 13,692 $882K 0.14% +76 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,200 shares; 2026Q1: 3,954 shares 3,954 $865K 0.13% +754 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,462 shares; 2025Q1: 3,507 shares; 2025Q2: 6,457 shares; 2025Q3: 6,485 shares; 2025Q4: 6,515 shares; 2026Q1: 5,783 shares 5,783 $851K 0.13% -732 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,612 shares; 2024Q4: 14,344 shares; 2025Q1: 15,746 shares; 2025Q2: 16,488 shares; 2025Q3: 29,468 shares; 2025Q4: 31,760 shares; 2026Q1: 30,216 shares 30,216 $848K 0.13% -1,544 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: 10,213 shares; 2024Q4: 11,323 shares; 2025Q1: 10,261 shares; 2025Q2: 10,237 shares; 2025Q3: 10,245 shares; 2025Q4: 10,232 shares; 2026Q1: 10,238 shares 10,238 $847K 0.13% +6 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,396 shares; 2025Q4: 105,042 shares; 2026Q1: 128,912 shares 128,912 $824K 0.13% +23,870 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,853 shares; 2025Q1: 2,878 shares; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares 2,883 $818K 0.13% +4 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 15,108 shares; 2025Q4: 37,891 shares; 2026Q1: 38,156 shares 38,156 $816K 0.12% +265 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 18,768 shares; 2025Q1: 19,032 shares; 2025Q2: 19,071 shares; 2025Q3: 19,058 shares; 2025Q4: 18,849 shares; 2026Q1: 19,254 shares 19,254 $815K 0.12% +405 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,110 shares; 2025Q4: 32,357 shares; 2026Q1: 32,438 shares 32,438 $803K 0.12% +81 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,542 shares 6,542 $798K 0.12% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,791 shares; 2024Q4: 15,750 shares; 2025Q1: 13,803 shares; 2025Q2: 12,458 shares; 2025Q3: 12,421 shares; 2025Q4: 12,433 shares; 2026Q1: 12,434 shares 12,434 $797K 0.12% +1 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,049 shares; 2025Q1: 11,002 shares; 2025Q2: 11,002 shares; 2025Q3: 11,002 shares; 2025Q4: 10,805 shares; 2026Q1: 9,805 shares 9,805 $796K 0.12% -1,000 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,552 shares; 2025Q1: 2,565 shares; 2025Q2: 2,549 shares; 2025Q3: 2,423 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430 $795K 0.12% 0 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD 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: 70,677 shares; 2025Q4: 216,388 shares; 2026Q1: 216,388 shares 216,388 $790K 0.12% 0 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: 6,766 shares; 2024Q4: 6,766 shares; 2025Q1: 6,452 shares; 2025Q2: 6,493 shares; 2025Q3: 6,429 shares; 2025Q4: 6,149 shares; 2026Q1: 6,150 shares 6,150 $788K 0.12% +1 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,273 shares; 2025Q4: 15,489 shares; 2026Q1: 21,346 shares 21,346 $771K 0.12% +5,857 Timeline SONO SONOS INC More: the full row for SONOS 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: 58,397 shares; 2025Q4: 56,716 shares; 2026Q1: 57,030 shares 57,030 $764K 0.12% +314 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,537 shares; 2024Q4: 13,537 shares; 2025Q1: 13,522 shares; 2025Q2: 13,417 shares; 2025Q3: 13,417 shares; 2025Q4: 13,417 shares; 2026Q1: 13,417 shares 13,417 $762K 0.12% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684 $751K 0.11% new Timeline CDNL CARDINAL INFRASTRUCTURE GROU More: the full row for CARDINAL INFRASTRUCTURE GROU Quarterly shares; oldest to 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: 18,897 shares 18,897 $749K 0.11% new Timeline IVOG 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: 7,250 shares; 2024Q4: 6,476 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,432 shares; 2025Q4: 5,901 shares; 2026Q1: 5,889 shares 5,889 $736K 0.11% -12 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,543 shares; 2025Q1: 10,107 shares; 2025Q2: 10,115 shares; 2025Q3: 10,643 shares; 2025Q4: 10,798 shares; 2026Q1: 10,301 shares 10,301 $723K 0.11% -497 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,610 shares; 2025Q4: 27,042 shares; 2026Q1: 27,240 shares 27,240 $712K 0.11% +198 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,458 shares; 2025Q4: 13,482 shares; 2026Q1: 12,478 shares 12,478 $708K 0.11% -1,004 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 5,781 shares; 2025Q1: 6,151 shares; 2025Q2: 5,958 shares; 2025Q3: 5,031 shares; 2025Q4: 4,923 shares; 2026Q1: 4,897 shares 4,897 $707K 0.11% -26 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,749 shares; 2025Q4: 21,088 shares; 2026Q1: 21,190 shares 21,190 $707K 0.11% +102 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,744 shares; 2025Q1: 6,227 shares; 2025Q2: 6,326 shares; 2025Q3: 6,866 shares; 2025Q4: 6,847 shares; 2026Q1: 4,841 shares 4,841 $703K 0.11% -2,006 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR 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: 22,837 shares; 2026Q1: 43,918 shares 43,918 $698K 0.11% +21,081 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,685 shares; 2025Q1: 2,414 shares; 2025Q2: 2,232 shares; 2025Q3: 2,382 shares; 2025Q4: 2,388 shares; 2026Q1: 2,297 shares 2,297 $695K 0.11% -91 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL 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: 28,087 shares; 2025Q4: 47,071 shares; 2026Q1: 47,071 shares 47,071 $690K 0.11% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,709 shares; 2026Q1: 20,340 shares 20,340 $689K 0.11% +9,631 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,241 shares; 2025Q3: 1,153 shares; 2025Q4: 1,144 shares; 2026Q1: 1,101 shares 1,101 $679K 0.1% -43 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327,671 shares; 2026Q1: 248,493 shares 248,493 $678K 0.1% -79,178 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,516 shares; 2025Q1: 3,083 shares; 2025Q2: 3,002 shares; 2025Q3: 2,847 shares; 2025Q4: 2,734 shares; 2026Q1: 2,711 shares 2,711 $672K 0.1% -23 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares 3,142 $671K 0.1% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 6,298 shares; 2025Q1: 7,598 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 8,857 shares; 2026Q1: 7,227 shares 7,227 $663K 0.1% -1,630 Timeline VSGX 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: 9,440 shares; 2024Q4: 9,282 shares; 2025Q1: 9,405 shares; 2025Q2: 9,405 shares; 2025Q3: 9,161 shares; 2025Q4: 9,161 shares; 2026Q1: 9,161 shares 9,161 $657K 0.1% 0 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,890 shares; 2025Q4: 42,585 shares; 2026Q1: 42,585 shares 42,585 $652K 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,216 shares; 2025Q1: 1,229 shares; 2025Q2: 2,085 shares; 2025Q3: 2,083 shares; 2025Q4: 2,093 shares; 2026Q1: 2,092 shares 2,092 $650K 0.1% -1 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,314 shares; 2025Q1: 4,313 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $650K 0.1% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 14,621 shares; 2025Q1: 14,055 shares; 2025Q2: 14,055 shares; 2025Q3: 13,733 shares; 2025Q4: 13,618 shares; 2026Q1: 13,618 shares 13,618 $640K 0.1% 0 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS 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: 6,610 shares; 2025Q4: 11,219 shares; 2026Q1: 11,219 shares 11,219 $640K 0.1% 0 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,590 shares; 2025Q4: 69,292 shares; 2026Q1: 69,292 shares 69,292 $638K 0.1% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,590 shares; 2025Q4: 17,656 shares; 2026Q1: 17,942 shares 17,942 $634K 0.1% +286 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX 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: 92,004 shares; 2026Q1: 92,681 shares 92,681 $629K 0.1% +677 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 6,462 shares; 2025Q2: 5,508 shares; 2025Q3: 12,063 shares; 2025Q4: 12,212 shares; 2026Q1: 12,517 shares 12,517 $628K 0.1% +305 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 8,076 shares; 2026Q1: 8,076 shares 8,076 $621K 0.1% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,142 shares 1,142 $620K 0.09% +37 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,484 shares; 2025Q1: 1,531 shares; 2025Q2: 2,009 shares; 2025Q3: 2,191 shares; 2025Q4: 1,883 shares; 2026Q1: 1,880 shares 1,880 $618K 0.09% -3 Timeline HROW HARROW INC More: the full row for HARROW 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: 10,385 shares; 2025Q4: 17,412 shares; 2026Q1: 17,481 shares 17,481 $616K 0.09% +69 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,374 shares; 2025Q4: 11,374 shares; 2026Q1: 17,312 shares 17,312 $614K 0.09% +5,938 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,229 shares 37,229 $612K 0.09% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,254 shares; 2025Q4: 8,254 shares; 2026Q1: 8,377 shares 8,377 $610K 0.09% +123 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: 9,254 shares; 2024Q4: 8,729 shares; 2025Q1: 8,729 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,729 shares; 2026Q1: 8,729 shares 8,729 $604K 0.09% 0 Timeline GETY GETTY IMAGES HOLDINGS INC More: the full row for GETTY IMAGES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,805 shares; 2026Q1: 757,634 shares 757,634 $601K 0.09% +293,829 Timeline BDTX BLACK DIAMOND THERAPEUTICS I More: the full row for BLACK DIAMOND THERAPEUTICS 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: 124,564 shares; 2026Q1: 274,367 shares 274,367 $584K 0.09% +149,803 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,876 shares; 2025Q1: 4,619 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 2,397 shares; 2026Q1: 2,216 shares 2,216 $580K 0.09% -181 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA 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: 63,772 shares; 2025Q4: 96,816 shares; 2026Q1: 96,816 shares 96,816 $562K 0.09% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,342 shares; 2024Q4: 39,875 shares; 2025Q1: 39,724 shares; 2025Q2: 39,654 shares; 2025Q3: 31,054 shares; 2025Q4: 19,543 shares; 2026Q1: 19,469 shares 19,469 $559K 0.09% -74 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,212 shares; 2025Q4: 8,666 shares; 2026Q1: 11,985 shares 11,985 $557K 0.09% +3,319 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,067 shares 32,067 $555K 0.08% new Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,710 shares; 2025Q4: 22,637 shares; 2026Q1: 22,654 shares 22,654 $553K 0.08% +17 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,005 shares; 2025Q4: 38,355 shares; 2026Q1: 38,355 shares 38,355 $546K 0.08% 0 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX 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: 4,810 shares; 2025Q4: 8,056 shares; 2026Q1: 10,017 shares 10,017 $543K 0.08% +1,961 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,636 shares; 2025Q4: 5,498 shares; 2026Q1: 5,577 shares 5,577 $529K 0.08% +79 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: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,742 shares; 2025Q2: 7,360 shares; 2025Q3: 7,634 shares; 2025Q4: 7,634 shares; 2026Q1: 7,634 shares 7,634 $519K 0.08% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,794 shares; 2024Q4: 26,592 shares; 2025Q1: 21,556 shares; 2025Q2: 17,543 shares; 2025Q3: 17,543 shares; 2025Q4: 17,543 shares; 2026Q1: 17,373 shares 17,373 $512K 0.08% -170 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,309 shares 2,309 $502K 0.08% -25 Timeline DES 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: 17,376 shares; 2024Q4: 17,376 shares; 2025Q1: 17,376 shares; 2025Q2: 14,836 shares; 2025Q3: 14,531 shares; 2025Q4: 14,374 shares; 2026Q1: 13,949 shares 13,949 $501K 0.08% -425 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: not reported; 2024Q4: 17,004 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares; 2026Q1: 9,978 shares 9,978 $488K 0.07% -1 Timeline ARQ ARQ INC More: the full row for ARQ 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: 190,708 shares 190,708 $488K 0.07% new Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,717 shares; 2026Q1: 18,717 shares 18,717 $485K 0.07% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION 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: 8,560 shares; 2025Q4: 13,223 shares; 2026Q1: 13,223 shares 13,223 $484K 0.07% 0 Timeline CERS CERUS CORP More: the full row for CERUS 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: 264,725 shares; 2026Q1: 264,966 shares 264,966 $482K 0.07% +241 Timeline CHCI COMSTOCK HLDG COS INC More: the full row for COMSTOCK HLDG COS 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: 25,312 shares 25,312 $479K 0.07% new Timeline SCHX 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: 52,712 shares; 2025Q1: 18,371 shares; 2025Q2: 18,371 shares; 2025Q3: 18,572 shares; 2025Q4: 18,572 shares; 2026Q1: 18,571 shares 18,571 $476K 0.07% -1 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,514 shares; 2025Q4: 4,160 shares; 2026Q1: 4,229 shares 4,229 $466K 0.07% +69 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,306 shares; 2025Q4: 4,306 shares; 2026Q1: 4,374 shares 4,374 $464K 0.07% +68 Timeline IBDT 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: 18,302 shares; 2026Q1: 18,302 shares 18,302 $464K 0.07% 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: 3,880 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares 3,880 $460K 0.07% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: 2,844 shares; 2026Q1: 1,426 shares 1,426 $460K 0.07% -1,418 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES 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: 26,851 shares 26,851 $456K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,805 shares 5,805 $453K 0.07% new Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,970 shares; 2024Q4: 41,340 shares; 2025Q1: 48,168 shares; 2025Q2: 47,168 shares; 2025Q3: 47,168 shares; 2025Q4: 47,168 shares; 2026Q1: 47,168 shares 47,168 $451K 0.07% 0 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares; 2026Q1: 2,202 shares 2,202 $446K 0.07% +39 Timeline GRDN GUARDIAN PHARMACY SVCS INC More: the full row for GUARDIAN PHARMACY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 11,795 shares 11,795 $444K 0.07% 0 Timeline AAON AAON INC More: the full row for AAON 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: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,345 shares 5,345 $442K 0.07% +87 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,843 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,843 shares; 2026Q1: 2,843 shares 2,843 $442K 0.07% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291 shares 1,291 $441K 0.07% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 3,183 shares 3,183 $436K 0.07% +1,219 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 16,994 shares; 2025Q1: 16,994 shares; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 11,634 shares; 2026Q1: 11,634 shares 11,634 $432K 0.07% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,991 shares 70,991 $429K 0.07% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 4,673 shares; 2025Q1: 4,673 shares; 2025Q2: 4,673 shares; 2025Q3: 4,673 shares; 2025Q4: 4,673 shares; 2026Q1: 4,673 shares 4,673 $423K 0.06% 0 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to 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: 28,382 shares 28,382 $417K 0.06% new Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 155,102 shares; 2026Q1: 192,080 shares 192,080 $417K 0.06% +36,978 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,357 shares; 2025Q2: 2,870 shares; 2025Q3: 2,837 shares; 2025Q4: 2,777 shares; 2026Q1: 2,831 shares 2,831 $414K 0.06% +54 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,701 shares; 2025Q2: 1,566 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares 1,516 $413K 0.06% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,237 shares; 2025Q1: 3,428 shares; 2025Q2: 2,758 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares 2,808 $410K 0.06% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS 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: 8,580 shares; 2025Q4: 20,477 shares; 2026Q1: 20,495 shares 20,495 $401K 0.06% +18 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,592 shares; 2025Q1: 1,614 shares; 2025Q2: 1,592 shares; 2025Q3: 1,624 shares; 2025Q4: 1,617 shares; 2026Q1: 1,647 shares 1,647 $400K 0.06% +30 Timeline IGV 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: 4,910 shares 4,910 $393K 0.06% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $389K 0.06% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 10,562 shares; 2025Q1: 9,627 shares; 2025Q2: 8,988 shares; 2025Q3: 8,938 shares; 2025Q4: 8,888 shares; 2026Q1: 8,820 shares 8,820 $380K 0.06% -68 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 4,774 shares 4,774 $377K 0.06% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares 4,894 $375K 0.06% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $375K 0.06% 0 Timeline EMNT 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: 4,352 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 3,814 shares; 2025Q3: 3,803 shares; 2025Q4: 3,803 shares; 2026Q1: 3,763 shares 3,763 $372K 0.06% -40 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,033 shares; 2025Q1: 4,052 shares; 2025Q2: 4,047 shares; 2025Q3: 4,003 shares; 2025Q4: 4,008 shares; 2026Q1: 4,007 shares 4,007 $369K 0.06% -1 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,819 shares; 2026Q1: 1,855 shares 1,855 $367K 0.06% +36 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 6,403 shares; 2025Q1: 5,930 shares; 2025Q2: 5,570 shares; 2025Q3: 6,131 shares; 2025Q4: 1,635 shares; 2026Q1: 980 shares 980 $364K 0.06% -655 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,371 shares 1,371 $364K 0.06% +25 Timeline KLXE KLX ENERGY SERVICES HOLDINGS More: the full row for KLX ENERGY SERVICES HOLDINGS Quarterly shares; oldest to 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: 139,614 shares 139,614 $363K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 355 shares; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares 274 $362K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $354K 0.05% new Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL 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: 6,682 shares; 2025Q4: 10,690 shares; 2026Q1: 10,690 shares 10,690 $354K 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 646 shares; 2025Q4: 897 shares; 2026Q1: 821 shares 821 $353K 0.05% -76 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,059 shares 12,059 $353K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,957 shares; 2025Q1: 2,872 shares; 2025Q2: 3,033 shares; 2025Q3: 3,116 shares; 2025Q4: 3,103 shares; 2026Q1: 2,181 shares 2,181 $350K 0.05% -922 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,988 shares; 2026Q1: 8,983 shares 8,983 $350K 0.05% +1,995 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,417 shares; 2025Q4: 14,328 shares; 2026Q1: 9,245 shares 9,245 $350K 0.05% -5,083 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,156 shares; 2025Q4: 7,055 shares; 2026Q1: 7,226 shares 7,226 $348K 0.05% +171 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 452 shares; 2026Q1: 542 shares 542 $347K 0.05% +90 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,809 shares; 2025Q4: 5,259 shares; 2026Q1: 5,362 shares 5,362 $347K 0.05% +103 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,745 shares; 2025Q1: 11,712 shares; 2025Q2: 11,736 shares; 2025Q3: 11,849 shares; 2025Q4: 11,881 shares; 2026Q1: 11,821 shares 11,821 $344K 0.05% -60 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $343K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 860 shares; 2025Q3: 854 shares; 2025Q4: 832 shares; 2026Q1: 798 shares 798 $340K 0.05% -34 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 2,038 shares 2,038 $338K 0.05% +246 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares; 2026Q1: 4,225 shares 4,225 $338K 0.05% +68 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,776 shares; 2025Q4: 7,776 shares; 2026Q1: 5,711 shares 5,711 $333K 0.05% -2,065 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 1,213 shares; 2026Q1: 1,243 shares 1,243 $330K 0.05% +30 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,920 shares 29,920 $326K 0.05% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,617 shares; 2025Q1: not reported; 2025Q2: 9,276 shares; 2025Q3: 10,241 shares; 2025Q4: 10,463 shares; 2026Q1: 11,083 shares 11,083 $323K 0.05% +620 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $321K 0.05% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 6,907 shares; 2025Q1: 6,436 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares 6,432 $321K 0.05% 0 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,862 shares 7,862 $319K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,289 shares; 2026Q1: 22,735 shares 22,735 $307K 0.05% +446 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 900 shares 900 $304K 0.05% +81 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares; 2026Q1: 6,979 shares 6,979 $304K 0.05% +51 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,625 shares; 2025Q1: 4,774 shares; 2025Q2: 4,759 shares; 2025Q3: 3,618 shares; 2025Q4: 3,633 shares; 2026Q1: 3,633 shares 3,633 $304K 0.05% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,511 shares 1,511 $302K 0.05% +36 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC 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: 4,149 shares 4,149 $302K 0.05% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 523 shares; 2025Q1: 348 shares; 2025Q2: 337 shares; 2025Q3: 379 shares; 2025Q4: 338 shares; 2026Q1: 297 shares 297 $296K 0.05% -41 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 2,374 shares 2,374 $291K 0.04% +520 Timeline SMDV 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: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 4,276 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,244 shares; 2026Q1: 4,207 shares 4,207 $289K 0.04% -37 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,421 shares; 2025Q1: 4,760 shares; 2025Q2: 4,828 shares; 2025Q3: 4,987 shares; 2025Q4: 4,983 shares; 2026Q1: 2,983 shares 2,983 $288K 0.04% -2,000 Timeline XBI 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: 6,140 shares; 2025Q3: 2,325 shares; 2025Q4: 2,279 shares; 2026Q1: 2,219 shares 2,219 $283K 0.04% -60 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares 2,665 $283K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares 2,217 $281K 0.04% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to 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: 101,553 shares; 2026Q1: 101,553 shares 101,553 $278K 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,929 shares; 2025Q3: 2,917 shares; 2025Q4: 2,917 shares; 2026Q1: 2,895 shares 2,895 $277K 0.04% -22 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $274K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,755 shares; 2025Q4: 1,809 shares; 2026Q1: 873 shares 873 $270K 0.04% -936 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,616 shares; 2026Q1: 29,616 shares 29,616 $269K 0.04% 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: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 1,498 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,453 shares 1,453 $268K 0.04% -40 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE 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: 31,272 shares; 2026Q1: 31,272 shares 31,272 $258K 0.04% 0 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: 5,819 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,933 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares 5,740 $258K 0.04% 0 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 20,961 shares; 2026Q1: 20,961 shares 20,961 $257K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,349 shares; 2024Q4: 53,406 shares; 2025Q1: 53,794 shares; 2025Q2: 35,904 shares; 2025Q3: 31,252 shares; 2025Q4: 54,634 shares; 2026Q1: 4,199 shares 4,199 $257K 0.04% -50,435 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,301 shares; 2026Q1: 5,259 shares 5,259 $256K 0.04% -2,042 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 3,805 shares 3,805 $254K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,418 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 906 shares; 2026Q1: 906 shares 906 $253K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 814 shares; 2025Q1: 836 shares; 2025Q2: 589 shares; 2025Q3: 585 shares; 2025Q4: 578 shares; 2026Q1: 571 shares 571 $249K 0.04% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,724 shares; 2026Q1: 1,736 shares 1,736 $248K 0.04% +12 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,053 shares; 2026Q1: 3,616 shares 3,616 $246K 0.04% -2,437 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 8,154 shares; 2025Q4: not reported; 2026Q1: 3,724 shares 3,724 $246K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 2,007 shares; 2025Q1: 1,183 shares; 2025Q2: 1,167 shares; 2025Q3: 1,222 shares; 2025Q4: 1,236 shares; 2026Q1: 1,227 shares 1,227 $244K 0.04% -9 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $241K 0.04% 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: not reported; 2024Q4: 4,161 shares; 2025Q1: 4,161 shares; 2025Q2: 4,026 shares; 2025Q3: 4,025 shares; 2025Q4: 4,145 shares; 2026Q1: 4,025 shares 4,025 $238K 0.04% -120 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,745 shares; 2026Q1: 8,754 shares 8,754 $237K 0.04% +9 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,058 shares 3,058 $235K 0.04% +22 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares; 2026Q1: 1,727 shares 1,727 $234K 0.04% -500 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,950 shares; 2026Q1: 3,921 shares 3,921 $234K 0.04% -7,029 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS 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: 31,457 shares 31,457 $233K 0.04% new Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,634 shares 7,634 $233K 0.04% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 143,248 shares; 2025Q4: 166,089 shares; 2026Q1: 166,089 shares 166,089 $231K 0.04% 0 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: 3,028 shares; 2024Q4: 9,098 shares; 2025Q1: not reported; 2025Q2: 9,108 shares; 2025Q3: 9,121 shares; 2025Q4: 9,134 shares; 2026Q1: 9,147 shares 9,147 $230K 0.04% +13 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,153 shares; 2025Q1: 5,153 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 5,153 shares; 2026Q1: 5,153 shares 5,153 $229K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,015 shares; 2025Q1: 4,028 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,013 shares; 2026Q1: 4,023 shares 4,023 $227K 0.03% +10 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: not reported; 2026Q1: 804 shares 804 $226K 0.03% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 3,641 shares; 2025Q3: 3,641 shares; 2025Q4: 3,641 shares; 2026Q1: 3,641 shares 3,641 $224K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $224K 0.03% 0 Timeline WYFI WHITEFIBER INC More: the full row for WHITEFIBER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,405 shares; 2026Q1: 18,405 shares 18,405 $219K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $219K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,561 shares; 2025Q1: 3,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $215K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $208K 0.03% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,556 shares; 2024Q4: 24,556 shares; 2025Q1: 36,252 shares; 2025Q2: 36,252 shares; 2025Q3: 36,252 shares; 2025Q4: 36,252 shares; 2026Q1: 36,252 shares 36,252 $207K 0.03% 0 Timeline BOND 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: 2,223 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares; 2026Q1: 2,223 shares 2,223 $205K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 364 shares; 2025Q2: 760 shares; 2025Q3: 460 shares; 2025Q4: 465 shares; 2026Q1: 265 shares 265 $205K 0.03% -200 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,040 shares; 2025Q1: 6,765 shares; 2025Q2: 7,610 shares; 2025Q3: 7,245 shares; 2025Q4: 2,550 shares; 2026Q1: 2,385 shares 2,385 $203K 0.03% -165 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,749 shares; 2025Q4: 4,421 shares; 2026Q1: 2,040 shares 2,040 $202K 0.03% -2,381 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,053 shares 43,053 $200K 0.03% new Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 59,430 shares; 2026Q1: 59,501 shares 59,501 $195K 0.03% +71 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,239 shares 19,239 $193K 0.03% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,078 shares 10,078 $147K 0.02% new Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares; 2026Q1: 11,083 shares 11,083 $72.9K 0.01% +149 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 26,225 shares; 2025Q4: 28,202 shares; 2026Q1: 10,000 shares 10,000 $51.9K 0.01% -18,202 Timeline