ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,442 shares; 2025Q1: 21,786 shares; 2025Q2: 21,940 shares; 2025Q3: 23,520 shares; 2025Q4: 24,922 shares; 2026Q1: 25,564 shares 25,564 $493K 0.01% +642 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 376 shares; 2025Q4: 346 shares; 2026Q1: 357 shares 357 $492K 0.01% +11 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,586 shares; 2025Q1: 8,615 shares; 2025Q2: 4,741 shares; 2025Q3: 4,998 shares; 2025Q4: 5,157 shares; 2026Q1: 9,024 shares 9,024 $488K 0.01% +3,867 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,753 shares; 2025Q1: 7,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,892 shares; 2026Q1: 9,688 shares 9,688 $487K 0.01% +3,796 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,923 shares; 2025Q4: 15,923 shares; 2026Q1: 11,274 shares 11,274 $485K 0.01% -4,649 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,060 shares; 2025Q1: 2,884 shares; 2025Q2: 3,509 shares; 2025Q3: 3,833 shares; 2025Q4: 4,066 shares; 2026Q1: 4,116 shares 4,116 $484K 0.01% +50 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,142 shares; 2025Q1: 5,458 shares; 2025Q2: 5,493 shares; 2025Q3: 5,472 shares; 2025Q4: 5,365 shares; 2026Q1: 5,279 shares 5,279 $483K 0.01% -86 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,332 shares; 2025Q1: 4,009 shares; 2025Q2: 3,937 shares; 2025Q3: 3,917 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares 3,759 $477K 0.01% 0 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: not loaded; 2024Q4: 2,698 shares; 2025Q1: 2,478 shares; 2025Q2: 3,205 shares; 2025Q3: 3,344 shares; 2025Q4: 3,337 shares; 2026Q1: 3,155 shares 3,155 $476K 0.01% -182 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,252 shares; 2025Q1: 3,691 shares; 2025Q2: 4,799 shares; 2025Q3: 4,517 shares; 2025Q4: 4,562 shares; 2026Q1: 5,590 shares 5,590 $475K 0.01% +1,028 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,903 shares; 2025Q1: 3,309 shares; 2025Q2: 4,903 shares; 2025Q3: 4,508 shares; 2025Q4: 3,185 shares; 2026Q1: 3,222 shares 3,222 $471K 0.01% +37 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,497 shares; 2025Q2: 3,661 shares; 2025Q3: 9,842 shares; 2025Q4: 7,760 shares; 2026Q1: 4,266 shares 4,266 $471K 0.01% -3,494 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,768 shares; 2025Q3: 1,744 shares; 2025Q4: 1,755 shares; 2026Q1: 2,214 shares 2,214 $468K 0.01% +459 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,353 shares; 2025Q2: 3,312 shares; 2025Q3: 3,842 shares; 2025Q4: 3,503 shares; 2026Q1: 3,114 shares 3,114 $468K 0.01% -389 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,872 shares; 2025Q1: 4,379 shares; 2025Q2: 5,135 shares; 2025Q3: 5,703 shares; 2025Q4: 7,123 shares; 2026Q1: 6,859 shares 6,859 $467K 0.01% -264 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,376 shares; 2025Q1: 11,709 shares; 2025Q2: 12,438 shares; 2025Q3: 11,972 shares; 2025Q4: 11,762 shares; 2026Q1: 11,702 shares 11,702 $466K 0.01% -60 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 906 shares; 2025Q1: 1,273 shares; 2025Q2: 1,345 shares; 2025Q3: 1,189 shares; 2025Q4: 1,294 shares; 2026Q1: 1,710 shares 1,710 $463K 0.01% +416 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,623 shares; 2025Q4: 1,816 shares; 2026Q1: 2,233 shares 2,233 $462K 0.01% +417 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,354 shares; 2025Q1: 2,349 shares; 2025Q2: 2,207 shares; 2025Q3: 2,209 shares; 2025Q4: 2,224 shares; 2026Q1: 2,232 shares 2,232 $459K 0.01% +8 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 3,396 shares; 2025Q4: 3,690 shares; 2026Q1: 3,886 shares 3,886 $459K 0.01% +196 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,344 shares; 2025Q1: 18,036 shares; 2025Q2: 19,176 shares; 2025Q3: 17,034 shares; 2025Q4: 15,166 shares; 2026Q1: 12,473 shares 12,473 $458K 0.01% -2,693 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,803 shares; 2025Q1: 11,792 shares; 2025Q2: 17,396 shares; 2025Q3: 25,254 shares; 2025Q4: 14,674 shares; 2026Q1: 9,281 shares 9,281 $458K 0.01% -5,393 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,599 shares; 2025Q1: 3,881 shares; 2025Q2: 4,035 shares; 2025Q3: 3,961 shares; 2025Q4: 4,307 shares; 2026Q1: 5,070 shares 5,070 $457K 0.01% +763 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 912 shares; 2025Q3: 1,148 shares; 2025Q4: 1,249 shares; 2026Q1: 1,272 shares 1,272 $456K 0.01% +23 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,338 shares; 2025Q1: 7,769 shares; 2025Q2: 10,940 shares; 2025Q3: 10,586 shares; 2025Q4: 8,632 shares; 2026Q1: 10,086 shares 10,086 $456K 0.01% +1,454 Timeline EAGG 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 loaded; 2024Q4: 4,756 shares; 2025Q1: 8,126 shares; 2025Q2: 9,692 shares; 2025Q3: 9,001 shares; 2025Q4: 8,416 shares; 2026Q1: 9,565 shares 9,565 $455K 0.01% +1,149 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,206 shares; 2025Q4: 1,351 shares; 2026Q1: 1,709 shares 1,709 $454K 0.01% +358 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,609 shares; 2025Q1: 7,054 shares; 2025Q2: 7,711 shares; 2025Q3: 7,505 shares; 2025Q4: 7,242 shares; 2026Q1: 6,836 shares 6,836 $453K 0.01% -406 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,528 shares; 2025Q3: 2,729 shares; 2025Q4: 3,163 shares; 2026Q1: 2,765 shares 2,765 $452K 0.01% -398 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 2,186 shares; 2025Q4: 2,941 shares; 2026Q1: 3,213 shares 3,213 $448K 0.01% +272 Timeline DMAX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,859 shares 16,859 $448K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,371 shares; 2025Q1: 11,169 shares; 2025Q2: 10,536 shares; 2025Q3: 10,258 shares; 2025Q4: 9,148 shares; 2026Q1: 7,567 shares 7,567 $447K 0.01% -1,581 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 580 shares; 2025Q4: 585 shares; 2026Q1: 653 shares 653 $445K 0.01% +68 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,170 shares; 2025Q2: 14,424 shares; 2025Q3: 7,530 shares; 2025Q4: 10,887 shares; 2026Q1: 10,887 shares 10,887 $445K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,997 shares; 2025Q4: 9,801 shares; 2026Q1: 11,578 shares 11,578 $445K 0.01% +1,777 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,130 shares; 2025Q1: 4,307 shares; 2025Q2: 3,587 shares; 2025Q3: 3,766 shares; 2025Q4: 2,056 shares; 2026Q1: 4,034 shares 4,034 $442K 0.01% +1,978 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,474 shares; 2025Q1: 5,294 shares; 2025Q2: 5,819 shares; 2025Q3: 5,976 shares; 2025Q4: 6,053 shares; 2026Q1: 6,238 shares 6,238 $442K 0.01% +185 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 1,198 shares; 2025Q3: 1,637 shares; 2025Q4: 1,363 shares; 2026Q1: 1,905 shares 1,905 $442K 0.01% +542 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 8,487 shares; 2025Q2: 7,509 shares; 2025Q3: 9,804 shares; 2025Q4: 9,783 shares; 2026Q1: 9,759 shares 9,759 $440K 0.01% -24 Timeline SUSC 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 loaded; 2024Q4: 14,734 shares; 2025Q1: 14,928 shares; 2025Q2: 13,586 shares; 2025Q3: 20,081 shares; 2025Q4: 18,289 shares; 2026Q1: 18,880 shares 18,880 $437K 0.01% +591 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,400 shares; 2025Q3: 11,592 shares; 2025Q4: 12,782 shares; 2026Q1: 16,006 shares 16,006 $436K 0.01% +3,224 Timeline DMXF 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 loaded; 2024Q4: 10,728 shares; 2025Q1: 6,646 shares; 2025Q2: 6,841 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,767 shares 5,767 $435K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 390 shares; 2025Q2: 427 shares; 2025Q3: 396 shares; 2025Q4: 461 shares; 2026Q1: 374 shares 374 $433K 0.01% -87 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,033 shares; 2025Q2: 5,321 shares; 2025Q3: 5,812 shares; 2025Q4: 6,845 shares; 2026Q1: 7,389 shares 7,389 $432K 0.01% +544 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,481 shares; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,511 shares; 2025Q4: 1,983 shares; 2026Q1: 2,112 shares 2,112 $431K 0.01% +129 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385 shares; 2025Q3: 5,071 shares; 2025Q4: 4,772 shares; 2026Q1: 4,477 shares 4,477 $428K 0.01% -295 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,496 shares; 2025Q1: 19,644 shares; 2025Q2: 21,090 shares; 2025Q3: 24,630 shares; 2025Q4: 25,217 shares; 2026Q1: 27,257 shares 27,257 $427K 0.01% +2,040 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,124 shares; 2025Q1: 13,653 shares; 2025Q2: 14,030 shares; 2025Q3: 8,989 shares; 2025Q4: 8,159 shares; 2026Q1: 7,997 shares 7,997 $426K 0.01% -162 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,065 shares; 2025Q1: 19,834 shares; 2025Q2: 5,713 shares; 2025Q3: 4,627 shares; 2025Q4: 4,280 shares; 2026Q1: 3,938 shares 3,938 $424K 0.01% -342 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,052 shares; 2025Q1: 9,442 shares; 2025Q2: 15,881 shares; 2025Q3: 15,468 shares; 2025Q4: 9,442 shares; 2026Q1: 9,442 shares 9,442 $421K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,733 shares; 2025Q1: 6,065 shares; 2025Q2: 5,921 shares; 2025Q3: 6,342 shares; 2025Q4: 6,584 shares; 2026Q1: 6,359 shares 6,359 $420K 0.01% -225 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,563 shares; 2025Q1: 1,609 shares; 2025Q2: 6,383 shares; 2025Q3: 6,339 shares; 2025Q4: 5,866 shares; 2026Q1: 6,249 shares 6,249 $419K 0.01% +383 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,580 shares; 2025Q2: 1,756 shares; 2025Q3: 1,663 shares; 2025Q4: 1,675 shares; 2026Q1: 1,900 shares 1,900 $416K 0.01% +225 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,729 shares; 2025Q1: 10,074 shares; 2025Q2: 8,380 shares; 2025Q3: 10,095 shares; 2025Q4: 11,232 shares; 2026Q1: 7,846 shares 7,846 $414K 0.01% -3,386 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 976 shares; 2025Q1: 1,420 shares; 2025Q2: 2,076 shares; 2025Q3: 1,941 shares; 2025Q4: 1,071 shares; 2026Q1: 1,460 shares 1,460 $414K 0.01% +389 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,407 shares; 2025Q2: 12,157 shares; 2025Q3: 12,275 shares; 2025Q4: 10,969 shares; 2026Q1: 10,783 shares 10,783 $412K 0.01% -186 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,700 shares; 2025Q1: 26,309 shares; 2025Q2: 31,056 shares; 2025Q3: 25,911 shares; 2025Q4: 28,515 shares; 2026Q1: 27,544 shares 27,544 $410K 0.01% -971 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 438 shares; 2025Q1: 472 shares; 2025Q2: 557 shares; 2025Q3: 608 shares; 2025Q4: 641 shares; 2026Q1: 761 shares 761 $410K 0.01% +120 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,072 shares; 2025Q1: 5,559 shares; 2025Q2: 5,962 shares; 2025Q3: 3,968 shares; 2025Q4: 8,044 shares; 2026Q1: 6,551 shares 6,551 $402K 0.01% -1,493 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,127 shares; 2025Q1: 9,764 shares; 2025Q2: 11,088 shares; 2025Q3: 7,646 shares; 2025Q4: 7,232 shares; 2026Q1: 5,332 shares 5,332 $401K 0.01% -1,900 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,093 shares; 2025Q1: 5,633 shares; 2025Q2: 5,787 shares; 2025Q3: 6,424 shares; 2025Q4: 5,643 shares; 2026Q1: 6,162 shares 6,162 $398K 0.01% +519 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,724 shares; 2025Q2: 1,762 shares; 2025Q3: 2,111 shares; 2025Q4: 2,188 shares; 2026Q1: 2,027 shares 2,027 $397K 0.01% -161 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,354 shares 9,354 $397K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,081 shares; 2025Q1: 1,194 shares; 2025Q2: 1,122 shares; 2025Q3: 1,109 shares; 2025Q4: 1,173 shares; 2026Q1: 1,092 shares 1,092 $397K 0.01% -81 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,985 shares; 2025Q1: 2,557 shares; 2025Q2: 2,934 shares; 2025Q3: 2,736 shares; 2025Q4: 2,693 shares; 2026Q1: 2,699 shares 2,699 $392K 0.01% +6 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,890 shares; 2025Q2: 6,282 shares; 2025Q3: 4,817 shares; 2025Q4: 5,536 shares; 2026Q1: 5,648 shares 5,648 $392K 0.01% +112 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,178 shares; 2025Q2: 12,658 shares; 2025Q3: 11,614 shares; 2025Q4: 11,614 shares; 2026Q1: 11,614 shares 11,614 $390K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,747 shares; 2025Q1: 8,452 shares; 2025Q2: 10,810 shares; 2025Q3: 11,001 shares; 2025Q4: 10,924 shares; 2026Q1: 11,304 shares 11,304 $389K 0.01% +380 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,515 shares; 2025Q1: 3,700 shares; 2025Q2: 6,827 shares; 2025Q3: 8,499 shares; 2025Q4: 7,971 shares; 2026Q1: 6,466 shares 6,466 $389K 0.01% -1,505 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,131 shares; 2025Q2: 26,684 shares; 2025Q3: 31,178 shares; 2025Q4: 44,516 shares; 2026Q1: 48,841 shares 48,841 $388K 0.01% +4,325 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,738 shares; 2025Q1: 11,205 shares; 2025Q2: 8,016 shares; 2025Q3: 5,604 shares; 2025Q4: not reported; 2026Q1: 7,917 shares 7,917 $386K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 833 shares; 2025Q4: 830 shares; 2026Q1: 1,180 shares 1,180 $384K 0.01% +350 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,623 shares; 2025Q2: 1,519 shares; 2025Q3: 1,501 shares; 2025Q4: 3,768 shares; 2026Q1: 3,502 shares 3,502 $382K 0.01% -266 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 87,202 shares; 2025Q1: 92,961 shares; 2025Q2: 7,697 shares; 2025Q3: 7,332 shares; 2025Q4: 5,904 shares; 2026Q1: 6,189 shares 6,189 $380K 0.01% +285 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 1,287 shares; 2025Q4: 1,136 shares; 2026Q1: 1,144 shares 1,144 $379K 0.01% +8 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,044 shares; 2025Q1: 979 shares; 2025Q2: 1,018 shares; 2025Q3: 1,060 shares; 2025Q4: 1,292 shares; 2026Q1: 1,344 shares 1,344 $378K 0.01% +52 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,573 shares; 2026Q1: 2,000 shares 2,000 $377K 0.01% +427 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,086 shares; 2025Q1: not reported; 2025Q2: 2,685 shares; 2025Q3: 2,643 shares; 2025Q4: 3,445 shares; 2026Q1: 3,686 shares 3,686 $376K 0.01% +241 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,407 shares; 2026Q1: 6,407 shares 6,407 $375K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 905 shares; 2025Q4: 1,187 shares; 2026Q1: 1,084 shares 1,084 $373K 0.01% -103 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,141 shares 4,141 $373K 0.01% +42 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,475 shares; 2025Q2: 7,504 shares; 2025Q3: 7,826 shares; 2025Q4: 10,711 shares; 2026Q1: 9,335 shares 9,335 $372K 0.01% -1,376 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,912 shares; 2025Q4: 4,323 shares; 2026Q1: 4,039 shares 4,039 $372K 0.01% -284 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $369K 0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,585 shares; 2025Q2: 2,931 shares; 2025Q3: 3,645 shares; 2025Q4: 3,457 shares; 2026Q1: 3,606 shares 3,606 $368K 0.01% +149 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,309 shares; 2025Q1: 3,793 shares; 2025Q2: 6,574 shares; 2025Q3: 4,903 shares; 2025Q4: 4,368 shares; 2026Q1: 4,453 shares 4,453 $368K 0.01% +85 Timeline HYDB 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 loaded; 2024Q4: 50,258 shares; 2025Q1: 57,448 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,832 shares 7,832 $364K 0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares; 2026Q1: 5,143 shares 5,143 $364K 0.01% -664 Timeline USIG 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 loaded; 2024Q4: not reported; 2025Q1: 6,925 shares; 2025Q2: 6,837 shares; 2025Q3: 6,799 shares; 2025Q4: 7,030 shares; 2026Q1: 7,109 shares 7,109 $364K 0.01% +79 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,772 shares; 2025Q1: 3,763 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,600 shares; 2026Q1: 3,605 shares 3,605 $360K 0.01% +5 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,871 shares; 2025Q1: 4,007 shares; 2025Q2: 4,790 shares; 2025Q3: 5,063 shares; 2025Q4: 5,061 shares; 2026Q1: 5,003 shares 5,003 $359K 0.01% -58 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,371 shares; 2025Q2: 1,873 shares; 2025Q3: 1,810 shares; 2025Q4: 2,387 shares; 2026Q1: 1,809 shares 1,809 $357K 0.01% -578 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,230 shares; 2025Q4: 6,412 shares; 2026Q1: 7,051 shares 7,051 $357K 0.01% +639 Timeline XLC 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 loaded; 2024Q4: 3,887 shares; 2025Q1: 4,242 shares; 2025Q2: 3,623 shares; 2025Q3: 3,697 shares; 2025Q4: 3,397 shares; 2026Q1: 3,214 shares 3,214 $356K 0.01% -183 Timeline DAPR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 8,913 shares; 2026Q1: 8,913 shares 8,913 $354K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 887 shares 887 $354K 0.01% -222 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 5,637 shares; 2025Q4: 9,822 shares; 2026Q1: 8,701 shares 8,701 $352K 0.01% -1,121 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,913 shares 1,913 $351K 0.01% +659 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 638 shares; 2025Q1: 663 shares; 2025Q2: 633 shares; 2025Q3: 601 shares; 2025Q4: 533 shares; 2026Q1: 579 shares 579 $350K 0.01% +46 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,334 shares; 2025Q1: 1,338 shares; 2025Q2: 1,414 shares; 2025Q3: 1,330 shares; 2025Q4: 1,187 shares; 2026Q1: 1,163 shares 1,163 $350K 0.01% -24 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 2,892 shares; 2025Q4: 3,268 shares; 2026Q1: 3,692 shares 3,692 $350K 0.01% +424 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,521 shares; 2025Q1: 1,871 shares; 2025Q2: 1,900 shares; 2025Q3: 1,902 shares; 2025Q4: 1,850 shares; 2026Q1: 1,678 shares 1,678 $349K 0.01% -172 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,364 shares; 2025Q1: 2,724 shares; 2025Q2: 2,986 shares; 2025Q3: 2,911 shares; 2025Q4: 2,985 shares; 2026Q1: 1,931 shares 1,931 $348K 0.01% -1,054 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,759 shares; 2025Q1: 10,805 shares; 2025Q2: 11,506 shares; 2025Q3: 8,810 shares; 2025Q4: 4,893 shares; 2026Q1: 4,281 shares 4,281 $347K 0.01% -612 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 1,628 shares 1,628 $345K 0.01% +25 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: 2,585 shares; 2025Q4: 2,783 shares; 2026Q1: 2,284 shares 2,284 $343K 0.01% -499 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,711 shares; 2025Q2: 2,876 shares; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 3,147 shares 3,147 $343K 0.01% +1,314 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,376 shares; 2025Q3: 12,019 shares; 2025Q4: 12,764 shares; 2026Q1: 11,508 shares 11,508 $343K 0.01% -1,256 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,459 shares; 2025Q1: 7,022 shares; 2025Q2: 7,407 shares; 2025Q3: 6,522 shares; 2025Q4: 6,407 shares; 2026Q1: 7,388 shares 7,388 $341K 0.01% +981 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,690 shares; 2025Q2: 5,690 shares; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares; 2026Q1: 6,365 shares 6,365 $339K 0.01% +675 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,307 shares; 2025Q1: 1,314 shares; 2025Q2: 1,773 shares; 2025Q3: 1,956 shares; 2025Q4: 2,139 shares; 2026Q1: 1,931 shares 1,931 $337K 0.01% -208 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 4,168 shares; 2025Q4: 4,592 shares; 2026Q1: 4,848 shares 4,848 $336K 0.01% +256 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,893 shares; 2025Q1: 2,266 shares; 2025Q2: 2,253 shares; 2025Q3: 2,240 shares; 2025Q4: 2,439 shares; 2026Q1: 2,298 shares 2,298 $336K 0.01% -141 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,032 shares; 2025Q3: 1,873 shares; 2025Q4: 2,295 shares; 2026Q1: 1,817 shares 1,817 $336K 0.01% -478 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,750 shares; 2025Q1: 4,241 shares; 2025Q2: 5,721 shares; 2025Q3: 5,538 shares; 2025Q4: 5,494 shares; 2026Q1: 5,353 shares 5,353 $335K 0.01% -141 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,787 shares 11,787 $335K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,233 shares; 2025Q1: 2,237 shares; 2025Q2: 2,240 shares; 2025Q3: 2,238 shares; 2025Q4: 2,254 shares; 2026Q1: 2,204 shares 2,204 $333K 0.01% -50 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,177 shares; 2025Q2: 7,841 shares; 2025Q3: 7,668 shares; 2025Q4: 7,446 shares; 2026Q1: 7,493 shares 7,493 $332K 0.01% +47 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,838 shares; 2025Q1: 12,538 shares; 2025Q2: 8,617 shares; 2025Q3: 7,915 shares; 2025Q4: 7,084 shares; 2026Q1: 7,045 shares 7,045 $331K 0.01% -39 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,748 shares 10,748 $331K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,338 shares; 2025Q4: 1,283 shares; 2026Q1: 1,050 shares 1,050 $330K 0.01% -233 Timeline STIP 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 loaded; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 12,594 shares; 2025Q3: 13,915 shares; 2025Q4: 10,604 shares; 2026Q1: 3,189 shares 3,189 $330K 0.01% -7,415 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,559 shares 1,559 $329K 0.01% -459 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 2,137 shares; 2025Q4: 2,128 shares; 2026Q1: 2,425 shares 2,425 $328K 0.01% +297 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,954 shares; 2025Q4: 12,194 shares; 2026Q1: 14,686 shares 14,686 $328K 0.01% +2,492 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,373 shares; 2025Q2: 3,361 shares; 2025Q3: 20,567 shares; 2025Q4: 3,359 shares; 2026Q1: 3,483 shares 3,483 $327K 0.01% +124 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: not loaded; 2024Q4: 699 shares; 2025Q1: 1,339 shares; 2025Q2: 1,580 shares; 2025Q3: 1,173 shares; 2025Q4: 1,341 shares; 2026Q1: 1,118 shares 1,118 $327K 0.01% -223 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 595 shares; 2025Q1: 625 shares; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 449 shares; 2026Q1: 626 shares 626 $327K 0.01% +177 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $327K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 2,023 shares; 2025Q3: 2,383 shares; 2025Q4: 2,151 shares; 2026Q1: 2,099 shares 2,099 $326K 0.01% -52 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 44,627 shares; 2025Q2: 54,630 shares; 2025Q3: 61,038 shares; 2025Q4: 68,934 shares; 2026Q1: 64,772 shares 64,772 $326K 0.01% -4,162 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares; 2025Q3: 4,158 shares; 2025Q4: 4,269 shares; 2026Q1: 4,694 shares 4,694 $325K 0.01% +425 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,157 shares 20,157 $324K 0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,075 shares 13,075 $324K 0.01% new Timeline AOM 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 loaded; 2024Q4: 7,063 shares; 2025Q1: 6,829 shares; 2025Q2: 6,803 shares; 2025Q3: 6,618 shares; 2025Q4: 6,850 shares; 2026Q1: 6,797 shares 6,797 $322K 0.01% -53 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,295 shares; 2025Q1: 4,497 shares; 2025Q2: 4,175 shares; 2025Q3: 3,219 shares; 2025Q4: 3,260 shares; 2026Q1: 3,269 shares 3,269 $322K 0.01% +9 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,838 shares; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,532 shares; 2025Q4: 3,089 shares; 2026Q1: 2,817 shares 2,817 $321K 0.01% -272 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 977 shares; 2025Q1: 1,919 shares; 2025Q2: 2,235 shares; 2025Q3: 1,993 shares; 2025Q4: 2,052 shares; 2026Q1: 2,470 shares 2,470 $321K 0.01% +418 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,575 shares; 2025Q1: 8,147 shares; 2025Q2: 8,147 shares; 2025Q3: 8,147 shares; 2025Q4: 7,685 shares; 2026Q1: 7,685 shares 7,685 $320K 0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,602 shares; 2025Q1: 19,283 shares; 2025Q2: 28,537 shares; 2025Q3: 28,506 shares; 2025Q4: 31,162 shares; 2026Q1: 37,935 shares 37,935 $318K 0.01% +6,773 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 4,553 shares 4,553 $315K 0.01% -165 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,237 shares; 2025Q1: 13,668 shares; 2025Q2: 12,063 shares; 2025Q3: 10,992 shares; 2025Q4: 11,041 shares; 2026Q1: 11,235 shares 11,235 $313K 0.01% +194 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,048 shares; 2025Q1: 2,432 shares; 2025Q2: 2,531 shares; 2025Q3: 2,021 shares; 2025Q4: 1,837 shares; 2026Q1: 1,639 shares 1,639 $311K 0.01% -198 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,262 shares; 2025Q1: 13,262 shares; 2025Q2: 13,262 shares; 2025Q3: 9,920 shares; 2025Q4: 9,920 shares; 2026Q1: 9,332 shares 9,332 $311K 0.01% -588 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,596 shares; 2025Q1: 15,307 shares; 2025Q2: 20,154 shares; 2025Q3: 21,353 shares; 2025Q4: 13,432 shares; 2026Q1: 11,333 shares 11,333 $310K 0.01% -2,099 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,799 shares; 2025Q2: 7,637 shares; 2025Q3: 7,542 shares; 2025Q4: 7,370 shares; 2026Q1: 4,712 shares 4,712 $310K 0.01% -2,658 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,161 shares; 2026Q1: 2,138 shares 2,138 $309K 0.01% -23 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,381 shares; 2025Q1: 3,857 shares; 2025Q2: 4,038 shares; 2025Q3: 4,059 shares; 2025Q4: 4,067 shares; 2026Q1: 4,085 shares 4,085 $308K 0.01% +18 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,349 shares; 2025Q1: 9,035 shares; 2025Q2: 20,982 shares; 2025Q3: 11,461 shares; 2025Q4: 15,187 shares; 2026Q1: 6,453 shares 6,453 $307K 0.01% -8,734 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,764 shares; 2025Q1: 10,617 shares; 2025Q2: 12,612 shares; 2025Q3: 13,503 shares; 2025Q4: 12,257 shares; 2026Q1: 12,849 shares 12,849 $306K 0.01% +592 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,974 shares; 2025Q1: 4,184 shares; 2025Q2: 3,929 shares; 2025Q3: 5,479 shares; 2025Q4: 3,238 shares; 2026Q1: 3,171 shares 3,171 $306K 0.01% -67 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 2,890 shares; 2025Q3: 2,787 shares; 2025Q4: 2,686 shares; 2026Q1: 2,245 shares 2,245 $305K 0.01% -441 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 3,773 shares; 2025Q4: 4,230 shares; 2026Q1: 4,775 shares 4,775 $304K 0.01% +545 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,264 shares; 2025Q1: 6,890 shares; 2025Q2: 6,670 shares; 2025Q3: 6,695 shares; 2025Q4: 5,828 shares; 2026Q1: 5,825 shares 5,825 $303K 0.01% -3 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,997 shares 5,997 $302K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,589 shares; 2025Q2: 3,729 shares; 2025Q3: 4,158 shares; 2025Q4: 5,078 shares; 2026Q1: 6,575 shares 6,575 $301K 0.01% +1,497 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,281 shares; 2026Q1: 1,447 shares 1,447 $301K 0.01% +166 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,725 shares; 2025Q1: 3,349 shares; 2025Q2: 3,412 shares; 2025Q3: 3,750 shares; 2025Q4: 4,246 shares; 2026Q1: 4,221 shares 4,221 $300K 0.01% -25 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,291 shares; 2025Q1: 4,380 shares; 2025Q2: 4,314 shares; 2025Q3: 4,315 shares; 2025Q4: 4,326 shares; 2026Q1: 4,107 shares 4,107 $299K 0.01% -219 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares; 2025Q3: 971 shares; 2025Q4: 851 shares; 2026Q1: 1,199 shares 1,199 $298K 0.01% +348 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 1,038 shares 1,038 $298K 0.01% +32 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares; 2025Q4: 14,217 shares; 2026Q1: 14,217 shares 14,217 $297K 0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,704 shares 20,704 $296K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,175 shares; 2025Q4: 1,338 shares; 2026Q1: 1,551 shares 1,551 $295K 0.01% +213 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: not loaded; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,561 shares; 2025Q3: 1,613 shares; 2025Q4: 1,978 shares; 2026Q1: 1,949 shares 1,949 $295K 0.01% -29 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,868 shares; 2025Q1: 2,990 shares; 2025Q2: 3,195 shares; 2025Q3: 3,130 shares; 2025Q4: 3,354 shares; 2026Q1: 3,682 shares 3,682 $295K 0.01% +328 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 3,964 shares; 2026Q1: 4,504 shares 4,504 $295K 0.01% +540 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,526 shares; 2025Q4: 1,764 shares; 2026Q1: 1,772 shares 1,772 $294K 0.01% +8 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,646 shares; 2025Q2: 10,042 shares; 2025Q3: 8,613 shares; 2025Q4: 7,641 shares; 2026Q1: 6,784 shares 6,784 $293K 0.01% -857 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 2,860 shares; 2025Q4: 3,136 shares; 2026Q1: 2,841 shares 2,841 $290K 0.01% -295 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,388 shares; 2025Q2: 10,818 shares; 2025Q3: 10,878 shares; 2025Q4: 10,241 shares; 2026Q1: 13,957 shares 13,957 $290K 0.01% +3,716 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,477 shares; 2025Q3: 7,566 shares; 2025Q4: 7,663 shares; 2026Q1: 7,733 shares 7,733 $289K 0.01% +70 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,266 shares; 2026Q1: 3,528 shares 3,528 $289K 0.01% +262 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,795 shares; 2026Q1: 4,481 shares 4,481 $288K 0.01% +686 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,047 shares 6,047 $287K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,806 shares; 2025Q2: 14,668 shares; 2025Q3: 13,230 shares; 2025Q4: 15,693 shares; 2026Q1: 18,017 shares 18,017 $287K 0.01% +2,324 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 2,155 shares; 2026Q1: 2,602 shares 2,602 $286K 0.01% +447 Timeline IWX 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 loaded; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,086 shares; 2025Q4: 3,086 shares; 2026Q1: 3,086 shares 3,086 $286K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 2,265 shares 2,265 $285K 0.01% +373 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,017 shares; 2025Q4: 949 shares; 2026Q1: 952 shares 952 $284K 0.01% +3 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,674 shares; 2025Q3: 6,674 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares 6,674 $284K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares; 2026Q1: 4,147 shares 4,147 $283K 0.01% +75 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,693 shares; 2025Q1: 16,050 shares; 2025Q2: 15,668 shares; 2025Q3: 15,743 shares; 2025Q4: 15,379 shares; 2026Q1: 15,678 shares 15,678 $283K 0.01% +299 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 1,003 shares 1,003 $281K 0.01% +399 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,121 shares; 2025Q2: 1,416 shares; 2025Q3: 1,080 shares; 2025Q4: 1,599 shares; 2026Q1: 1,124 shares 1,124 $280K 0.01% -475 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,032 shares 4,032 $279K 0.01% new Timeline HEFA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,503 shares; 2025Q4: 8,277 shares; 2026Q1: 6,557 shares 6,557 $279K 0.01% -1,720 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,455 shares; 2026Q1: 2,760 shares 2,760 $277K 0.01% +305 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,817 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,877 shares 4,877 $276K 0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 741 shares; 2025Q3: 618 shares; 2025Q4: 636 shares; 2026Q1: 568 shares 568 $276K 0.01% -68 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,107 shares; 2025Q4: 3,150 shares; 2026Q1: 3,362 shares 3,362 $275K 0.01% +212 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,618 shares; 2026Q1: 9,554 shares 9,554 $275K 0.01% -1,064 Timeline IGE 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 loaded; 2024Q4: 5,390 shares; 2025Q1: 5,395 shares; 2025Q2: 5,343 shares; 2025Q3: 5,322 shares; 2025Q4: 4,567 shares; 2026Q1: 4,356 shares 4,356 $274K <0.01% -211 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,010 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,336 shares; 2025Q4: 2,057 shares; 2026Q1: 2,138 shares 2,138 $274K <0.01% +81 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $274K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196 shares 1,196 $273K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 663 shares; 2025Q2: 610 shares; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 917 shares 917 $273K <0.01% +335 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,230 shares; 2025Q1: 6,415 shares; 2025Q2: 15,365 shares; 2025Q3: 2,827 shares; 2025Q4: 2,799 shares; 2026Q1: 2,291 shares 2,291 $271K <0.01% -508 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 5,297 shares; 2026Q1: 5,779 shares 5,779 $270K <0.01% +482 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares 576 $267K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,064 shares; 2025Q1: 2,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,259 shares; 2026Q1: 3,245 shares 3,245 $266K <0.01% -14 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,924 shares; 2025Q3: 14,869 shares; 2025Q4: 14,655 shares; 2026Q1: 10,471 shares 10,471 $266K <0.01% -4,184 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,339 shares; 2026Q1: 1,461 shares 1,461 $263K <0.01% +122 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,882 shares; 2026Q1: 2,796 shares 2,796 $262K <0.01% -86 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,084 shares; 2025Q2: 10,084 shares; 2025Q3: 10,084 shares; 2025Q4: 10,084 shares; 2026Q1: 10,084 shares 10,084 $258K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,190 shares; 2025Q2: 3,181 shares; 2025Q3: 3,306 shares; 2025Q4: 1,808 shares; 2026Q1: 1,771 shares 1,771 $258K <0.01% -37 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,976 shares 4,976 $258K <0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 719 shares 719 $258K <0.01% +11 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,613 shares; 2026Q1: 2,628 shares 2,628 $257K <0.01% +15 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 1,942 shares; 2025Q3: 1,924 shares; 2025Q4: 1,819 shares; 2026Q1: 1,841 shares 1,841 $256K <0.01% +22 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,637 shares; 2025Q1: 5,253 shares; 2025Q2: 5,376 shares; 2025Q3: 5,987 shares; 2025Q4: 4,607 shares; 2026Q1: 4,626 shares 4,626 $256K <0.01% +19 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares; 2026Q1: 929 shares 929 $254K <0.01% +108 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,209 shares; 2026Q1: 1,242 shares 1,242 $254K <0.01% +33 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,893 shares; 2025Q1: 8,729 shares; 2025Q2: 3,963 shares; 2025Q3: 3,969 shares; 2025Q4: 4,027 shares; 2026Q1: 4,035 shares 4,035 $252K <0.01% +8 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,829 shares; 2025Q1: 6,067 shares; 2025Q2: 6,071 shares; 2025Q3: 6,246 shares; 2025Q4: 5,179 shares; 2026Q1: 5,160 shares 5,160 $252K <0.01% -19 Timeline GPIQ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,086 shares 5,086 $252K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,586 shares; 2025Q1: 1,933 shares; 2025Q2: 2,400 shares; 2025Q3: 2,523 shares; 2025Q4: 2,015 shares; 2026Q1: 1,734 shares 1,734 $251K <0.01% -281 Timeline EGGY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,212 shares 8,212 $250K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 150 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 123 shares; 2026Q1: 130 shares 130 $249K <0.01% +7 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 2,222 shares; 2025Q3: 1,661 shares; 2025Q4: 1,519 shares; 2026Q1: 1,576 shares 1,576 $248K <0.01% +57 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,517 shares 8,517 $248K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 749 shares 749 $246K <0.01% +39 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,073 shares; 2026Q1: 5,609 shares 5,609 $246K <0.01% -464 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $245K <0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,189 shares; 2025Q4: 1,232 shares; 2026Q1: 1,151 shares 1,151 $244K <0.01% -81 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,006 shares 1,006 $244K <0.01% new Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares 9,535 $244K <0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares 2,244 $242K <0.01% new Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,913 shares 12,913 $241K <0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,057 shares 2,057 $241K <0.01% -351 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,185 shares; 2025Q4: 5,211 shares; 2026Q1: 5,137 shares 5,137 $240K <0.01% -74 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: 1,286 shares 1,286 $238K <0.01% -181 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,170 shares; 2026Q1: 10,446 shares 10,446 $238K <0.01% -1,724 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares 2,511 $238K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,062 shares; 2025Q1: 4,689 shares; 2025Q2: 5,526 shares; 2025Q3: 6,261 shares; 2025Q4: 4,925 shares; 2026Q1: 5,171 shares 5,171 $237K <0.01% +246 Timeline IHDG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,032 shares; 2025Q3: 6,436 shares; 2025Q4: 5,944 shares; 2026Q1: 4,898 shares 4,898 $236K <0.01% -1,046 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: not reported; 2026Q1: 811 shares 811 $235K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 761 shares; 2025Q1: 622 shares; 2025Q2: 785 shares; 2025Q3: 867 shares; 2025Q4: 852 shares; 2026Q1: 547 shares 547 $232K <0.01% -305 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,716 shares; 2025Q1: 11,522 shares; 2025Q2: 14,689 shares; 2025Q3: 7,732 shares; 2025Q4: 7,623 shares; 2026Q1: 4,811 shares 4,811 $232K <0.01% -2,812 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares 1,169 $232K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,853 shares; 2025Q1: 5,944 shares; 2025Q2: 9,966 shares; 2025Q3: 7,449 shares; 2025Q4: 5,577 shares; 2026Q1: 6,953 shares 6,953 $230K <0.01% +1,376 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $230K <0.01% new Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,767 shares; 2025Q2: 12,767 shares; 2025Q3: 6,729 shares; 2025Q4: 6,729 shares; 2026Q1: 6,729 shares 6,729 $229K <0.01% 0 Timeline FNOV 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 loaded; 2024Q4: not reported; 2025Q1: 9,472 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares; 2026Q1: 4,296 shares 4,296 $229K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,088 shares; 2026Q1: 10,181 shares 10,181 $229K <0.01% +1,093 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,993 shares; 2026Q1: 3,938 shares 3,938 $227K <0.01% -55 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,687 shares; 2025Q1: 15,308 shares; 2025Q2: 13,617 shares; 2025Q3: 13,040 shares; 2025Q4: 8,127 shares; 2026Q1: 4,057 shares 4,057 $226K <0.01% -4,070 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,655 shares 3,655 $226K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,068 shares 10,068 $226K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,275 shares; 2025Q3: 4,056 shares; 2025Q4: 4,551 shares; 2026Q1: 3,716 shares 3,716 $224K <0.01% -835 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,805 shares; 2025Q1: 7,605 shares; 2025Q2: 8,889 shares; 2025Q3: 10,209 shares; 2025Q4: 9,913 shares; 2026Q1: 8,499 shares 8,499 $224K <0.01% -1,414 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,878 shares; 2025Q4: 4,871 shares; 2026Q1: 4,860 shares 4,860 $223K <0.01% -11 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 2,009 shares; 2026Q1: 1,558 shares 1,558 $223K <0.01% -451 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,559 shares; 2026Q1: 6,809 shares 6,809 $223K <0.01% +250 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030 $222K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,628 shares; 2026Q1: 16,434 shares 16,434 $222K <0.01% +806 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 137 shares; 2025Q2: 133 shares; 2025Q3: 132 shares; 2025Q4: 105 shares; 2026Q1: 101 shares 101 $221K <0.01% -4 Timeline DFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,668 shares 4,668 $221K <0.01% new Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,733 shares; 2026Q1: 2,728 shares 2,728 $221K <0.01% -5 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 953 shares; 2026Q1: 577 shares 577 $219K <0.01% -376 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,662 shares; 2025Q1: 2,332 shares; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $217K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 1,143 shares 1,143 $216K <0.01% -268 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,114 shares; 2025Q4: 2,108 shares; 2026Q1: 1,752 shares 1,752 $216K <0.01% -356 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares 1,597 $214K <0.01% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,794 shares 1,794 $214K <0.01% +3 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 1,686 shares 1,686 $214K <0.01% -696 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 762 shares; 2025Q3: 755 shares; 2025Q4: 565 shares; 2026Q1: 518 shares 518 $211K <0.01% -47 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $211K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,366 shares; 2025Q2: 4,381 shares; 2025Q3: 4,438 shares; 2025Q4: 4,776 shares; 2026Q1: 3,949 shares 3,949 $211K <0.01% -827 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,791 shares; 2025Q2: 11,386 shares; 2025Q3: 11,066 shares; 2025Q4: 10,854 shares; 2026Q1: 10,516 shares 10,516 $211K <0.01% -338 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113 shares; 2026Q1: 3,535 shares 3,535 $209K <0.01% +422 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 loaded; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 382 shares 382 $207K <0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,465 shares 2,465 $206K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares 4,589 $205K <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,880 shares; 2025Q2: 13,758 shares; 2025Q3: 16,109 shares; 2025Q4: not reported; 2026Q1: 11,016 shares 11,016 $204K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,994 shares; 2025Q1: 13,523 shares; 2025Q2: 5,591 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,249 shares 5,249 $204K <0.01% new Timeline PBFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,742 shares 6,742 $203K <0.01% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,286 shares 4,286 $202K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,210 shares; 2025Q1: 20,640 shares; 2025Q2: 18,702 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,632 shares 11,632 $201K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,366 shares; 2025Q3: 17,118 shares; 2025Q4: 19,299 shares; 2026Q1: 11,851 shares 11,851 $188K <0.01% -7,448 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,562 shares; 2025Q3: not reported; 2025Q4: 13,061 shares; 2026Q1: 14,922 shares 14,922 $149K <0.01% +1,861 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,100 shares; 2026Q1: 25,000 shares 25,000 $121K <0.01% -100 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,170 shares; 2025Q1: 10,412 shares; 2025Q2: not reported; 2025Q3: 10,904 shares; 2025Q4: 14,255 shares; 2026Q1: 11,390 shares 11,390 $100K <0.01% -2,865 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,931 shares 10,931 $82.4K <0.01% new Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,316 shares; 2026Q1: 10,289 shares 10,289 $78.2K <0.01% -27 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,421 shares; 2025Q2: not reported; 2025Q3: 13,584 shares; 2025Q4: 13,666 shares; 2026Q1: 13,757 shares 13,757 $77K <0.01% +91 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,917 shares 10,917 $71.7K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,457 shares; 2026Q1: 18,144 shares 18,144 $66.2K <0.01% +687 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,466 shares 12,466 $31.5K <0.01% new Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,915 shares; 2026Q1: 78,915 shares 78,915 $17.4K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,680 shares 13,680 $96 <0.01% new