CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: not reported; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $101K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,338 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: not reported; 2026Q1: 5,746 shares; 2026Q2: 5,746 shares 5,746 $100K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 90 shares; 2025Q2: 1,350 shares; 2025Q3: 1,290 shares; 2025Q4: not reported; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $99.5K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 842 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $99.1K <0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $97.8K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $97.3K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $96.8K <0.01% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $96K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 1,920 shares; 2026Q1: 1,495 shares; 2026Q2: 725 shares 725 $95.9K <0.01% -770 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $95.5K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $95.4K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $93.8K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $93.5K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $93K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,883 shares; 2025Q3: 1,891 shares; 2025Q4: not reported; 2026Q1: 1,666 shares; 2026Q2: 1,249 shares 1,249 $92.9K <0.01% -417 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 507 shares; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $92.6K <0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: not reported; 2026Q1: 2,699 shares; 2026Q2: 2,699 shares 2,699 $90.6K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 102 shares; 2025Q2: 116 shares; 2025Q3: 126 shares; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 94 shares 94 $90.4K <0.01% +2 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,289 shares; 2025Q1: 3,050 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: not reported; 2026Q1: 2,288 shares; 2026Q2: 2,288 shares 2,288 $89.3K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,906 shares; 2025Q1: 2,943 shares; 2025Q2: 2,906 shares; 2025Q3: 1,456 shares; 2025Q4: not reported; 2026Q1: 1,456 shares; 2026Q2: 1,416 shares 1,416 $89.1K <0.01% -40 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: not reported; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $88.3K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares; 2025Q4: not reported; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $88K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,117 shares; 2025Q3: 917 shares; 2025Q4: not reported; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $87.2K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,325 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 358 shares 358 $86.9K <0.01% +1 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $86.9K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 596 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $86.8K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 683 shares; 2025Q4: not reported; 2026Q1: 633 shares; 2026Q2: 3,165 shares 3,165 $86.8K <0.01% +2,532 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 289 shares; 2025Q4: not reported; 2026Q1: 234 shares; 2026Q2: 252 shares 252 $86.4K <0.01% +18 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $85.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 1,257 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: not reported; 2026Q1: 257 shares; 2026Q2: 2,062 shares 2,062 $85.2K <0.01% +1,805 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,411 shares; 2025Q1: 3,023 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: not reported; 2026Q1: 9,114 shares; 2026Q2: 9,114 shares 9,114 $85K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: not reported; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $84.9K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,892 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 468 shares; 2025Q4: not reported; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $82.5K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 958 shares; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $82.2K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 333 shares; 2025Q2: 341 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 362 shares 362 $81.6K <0.01% +35 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares; 2026Q2: 1,013 shares 1,013 $79.8K <0.01% -5 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $79.5K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 5,000 shares 5,000 $78.8K <0.01% -500 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; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 131 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $78.4K <0.01% 0 Timeline IVOO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares; 2026Q2: 600 shares 600 $78.2K <0.01% +460 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $78K <0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: not reported; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $77K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: not reported; 2026Q1: 1,321 shares; 2026Q2: 1,171 shares 1,171 $77K <0.01% -150 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 830 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $76.8K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $75K <0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: not reported; 2026Q1: 4,047 shares; 2026Q2: 4,047 shares 4,047 $74.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,012 shares; 2025Q1: 1,084 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: not reported; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $74.1K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: not reported; 2026Q1: 1,416 shares; 2026Q2: 1,416 shares 1,416 $73.9K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: not reported; 2026Q1: 933 shares; 2026Q2: 912 shares 912 $73.8K <0.01% -21 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,250 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $72.9K <0.01% 0 Timeline FTLS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $71.7K <0.01% 0 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $71.1K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $71.1K <0.01% 0 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: not reported; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $70.9K <0.01% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,664 shares; 2025Q1: 14,664 shares; 2025Q2: 14,664 shares; 2025Q3: 14,664 shares; 2025Q4: 14,664 shares; 2026Q1: 14,664 shares; 2026Q2: 14,664 shares 14,664 $68.3K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 787 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 605 shares 605 $68.1K <0.01% -55 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; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $67.5K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $66.9K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,698 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,446 shares; 2025Q4: not reported; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $66.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $66.9K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: not reported; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $66.6K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,680 shares; 2025Q1: 1,851 shares; 2025Q2: 1,711 shares; 2025Q3: 2,779 shares; 2025Q4: not reported; 2026Q1: 1,610 shares; 2026Q2: 1,060 shares 1,060 $65.7K <0.01% -550 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 511 shares; 2025Q4: not reported; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $65.3K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 581 shares; 2025Q1: 623 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $65K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 513 shares; 2025Q2: 531 shares; 2025Q3: 552 shares; 2025Q4: not reported; 2026Q1: 575 shares; 2026Q2: 592 shares 592 $64.6K <0.01% +17 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 440 shares; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,125 shares 1,125 $63.9K <0.01% +100 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $63.8K <0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: not reported; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $63.5K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $62.9K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: not reported; 2026Q1: 1,133 shares; 2026Q2: 1,133 shares 1,133 $62.9K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 502 shares; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $62.5K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $62K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $61.5K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 2,218 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: not reported; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $61.3K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,835 shares; 2025Q1: 1,895 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 4,765 shares; 2026Q1: 4,765 shares; 2026Q2: 1,760 shares 1,760 $61.2K <0.01% -3,005 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 591 shares; 2025Q3: 518 shares; 2025Q4: not reported; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $60.6K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,805 shares; 2025Q4: not reported; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $60.2K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 305 shares 305 $60.2K <0.01% +1 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,100 shares; 2025Q1: 74,900 shares; 2025Q2: 71,550 shares; 2025Q3: 79,565 shares; 2025Q4: 13,997 shares; 2026Q1: 13,997 shares; 2026Q2: 9,912 shares 9,912 $60.2K <0.01% -4,085 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; 2024Q3: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,226 shares; 2025Q4: not reported; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $59.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: not reported; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $59.6K <0.01% 0 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares; 2026Q2: 23,900 shares 23,900 $58.8K <0.01% +10,000 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: not reported; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979 $58.2K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,056 shares; 2025Q1: 2,004 shares; 2025Q2: 2,076 shares; 2025Q3: 2,104 shares; 2025Q4: not reported; 2026Q1: 2,201 shares; 2026Q2: 2,499 shares 2,499 $57.8K <0.01% +298 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57.7K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $57.7K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,268 shares; 2025Q1: 2,268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $57.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 24,006 shares; 2025Q1: 24,006 shares; 2025Q2: 24,006 shares; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $56.7K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,100 shares; 2025Q3: 850 shares; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $56.6K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 395 shares; 2025Q2: 342 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $56.1K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,841 shares; 2025Q1: 8,841 shares; 2025Q2: 8,841 shares; 2025Q3: 3,490 shares; 2025Q4: not reported; 2026Q1: 2,615 shares; 2026Q2: 2,340 shares 2,340 $56K <0.01% -275 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $55.2K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 702 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 1,018 shares; 2025Q4: not reported; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $54.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: not reported; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $54.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: not reported; 2026Q1: 2,475 shares; 2026Q2: 700 shares 700 $54.3K <0.01% -1,775 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: not reported; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $54.2K <0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: not reported; 2026Q1: 8,875 shares; 2026Q2: 2,075 shares 2,075 $53.8K <0.01% -6,800 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: not reported; 2026Q1: 1,727 shares; 2026Q2: 1,727 shares 1,727 $52.7K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 255 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $52.4K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares; 2026Q2: 2,098 shares 2,098 $52.2K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 750 shares 750 $51.8K <0.01% +200 Timeline VT 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; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 330 shares 330 $51.8K <0.01% +180 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 251 shares; 2025Q2: 237 shares; 2025Q3: 323 shares; 2025Q4: not reported; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $51.8K <0.01% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $51.7K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,223 shares; 2025Q1: 2,373 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: not reported; 2026Q1: 2,523 shares; 2026Q2: 2,223 shares 2,223 $51.4K <0.01% -300 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 1,265 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $51.2K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 325 shares; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $51.2K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: not reported; 2026Q1: 1,346 shares; 2026Q2: 1,246 shares 1,246 $50.7K <0.01% -100 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $50.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 530 shares 530 $50.1K <0.01% -50 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,571 shares; 2025Q1: 15,916 shares; 2025Q2: 15,985 shares; 2025Q3: 16,375 shares; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 148 shares 148 $50.1K <0.01% -1 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $49.9K <0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares; 2026Q2: 2,708 shares 2,708 $49.9K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: not reported; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $49.6K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $49.5K <0.01% new Timeline ELMT ELMET GROUP CO (THE) More: the full row for ELMET GROUP CO (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $49.4K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 616 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: not reported; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $49.1K <0.01% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,109 shares; 2026Q2: 1,095 shares 1,095 $48.6K <0.01% -1,014 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,268 shares; 2026Q2: 10,268 shares 10,268 $48.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $48.2K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: not reported; 2026Q1: 122 shares; 2026Q2: 123 shares 123 $48K <0.01% +1 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $47K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 306 shares; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $46.9K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 41 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $46.2K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $46.2K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $45.7K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $45.7K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,025 shares; 2025Q1: 1,046 shares; 2025Q2: 1,025 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $45.6K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: not reported; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $45.5K <0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,520 shares; 2025Q1: 3,593 shares; 2025Q2: 3,593 shares; 2025Q3: 3,598 shares; 2025Q4: not reported; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $45.4K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: not reported; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $45.2K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,000 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $45K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 1,535 shares 1,535 $45K <0.01% +440 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $44.6K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $44.5K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 675 shares 675 $44.3K <0.01% -1,425 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 510 shares; 2025Q4: not reported; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $44.2K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $43.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $43.3K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: not reported; 2026Q1: 4,310 shares; 2026Q2: 1,425 shares 1,425 $43.2K <0.01% -2,885 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: not reported; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $43.1K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: not reported; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $43K <0.01% 0 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares; 2025Q3: 1,512 shares; 2025Q4: not reported; 2026Q1: 1,471 shares; 2026Q2: 971 shares 971 $42.6K <0.01% -500 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,204 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,617 shares; 2025Q4: not reported; 2026Q1: 2,517 shares; 2026Q2: 2,517 shares 2,517 $42.4K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 831 shares; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $42.1K <0.01% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $42.1K <0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $42K <0.01% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $41.7K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 2,365 shares; 2025Q2: 3,662 shares; 2025Q3: 5,819 shares; 2025Q4: 6,289 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $41.6K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 649 shares; 2025Q1: 612 shares; 2025Q2: 638 shares; 2025Q3: 1,242 shares; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: 543 shares 543 $41.6K <0.01% +14 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; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 221 shares; 2025Q4: not reported; 2026Q1: 397 shares; 2026Q2: 387 shares 387 $41.5K <0.01% -10 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 300 shares 300 $41.4K <0.01% -121 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $41.4K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $41.3K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $41.2K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 840 shares; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $41.1K <0.01% 0 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $40.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: not reported; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $40.8K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $40.7K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: not reported; 2026Q1: 817 shares; 2026Q2: 823 shares 823 $39.9K <0.01% +6 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $39.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $39K <0.01% 0 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: not reported; 2026Q1: 9,200 shares; 2026Q2: 3,950 shares 3,950 $38.7K <0.01% -5,250 Timeline CMDY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 700 shares 700 $38.7K <0.01% +100 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $38.6K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $38.6K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,602 shares; 2025Q2: 1,553 shares; 2025Q3: 1,694 shares; 2025Q4: not reported; 2026Q1: 1,694 shares; 2026Q2: 1,694 shares 1,694 $38.6K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $38.3K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 948 shares; 2025Q4: not reported; 2026Q1: 943 shares; 2026Q2: 743 shares 743 $38K <0.01% -200 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: not reported; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $37.6K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 555 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $37.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $37.4K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $36.6K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: not reported; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $36.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 148 shares 148 $36.4K <0.01% -18 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: not reported; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $36.3K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 292 shares; 2025Q2: 274 shares; 2025Q3: 174 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $35.7K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $35.5K <0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: not reported; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $35.4K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $34.9K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: not reported; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $34.6K <0.01% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 2,250 shares; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $34.5K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 623 shares; 2025Q4: not reported; 2026Q1: 624 shares; 2026Q2: 398 shares 398 $34.4K <0.01% -226 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $34.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $34.3K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $34.2K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 899 shares; 2025Q4: not reported; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $34.1K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 260 shares; 2025Q2: 227 shares; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $33.7K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 706 shares 706 $33.6K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $33.4K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: not reported; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $33.1K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,154 shares; 2025Q1: 3,435 shares; 2025Q2: 3,754 shares; 2025Q3: 3,154 shares; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $33.1K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $32.9K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $32.9K <0.01% 0 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: not reported; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $32.5K <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 1,500 shares 1,500 $32.4K <0.01% +750 Timeline AKTS AKTIS ONCOLOGY INC More: the full row for AKTIS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $32.2K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,093 shares; 2025Q2: 1,156 shares; 2025Q3: 1,313 shares; 2025Q4: not reported; 2026Q1: 1,154 shares; 2026Q2: 1,214 shares 1,214 $32.2K <0.01% +60 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: not reported; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $31.9K <0.01% 0 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: not reported; 2026Q1: 3,708 shares; 2026Q2: 3,708 shares 3,708 $31.7K <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; 2024Q3: restricted; 2024Q4: 1,305 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: not reported; 2026Q1: 1,341 shares; 2026Q2: 1,341 shares 1,341 $31.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 69 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 421 shares 421 $31.4K <0.01% +400 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 411 shares; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $31.2K <0.01% 0 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $30.6K <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; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 820 shares; 2025Q2: 685 shares; 2025Q3: 570 shares; 2025Q4: not reported; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $30.6K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $30.1K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: not reported; 2026Q1: 376 shares; 2026Q2: 373 shares 373 $30K <0.01% -3 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $29.3K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: not reported; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $29.2K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 174 shares; 2025Q2: 165 shares; 2025Q3: 160 shares; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $28.7K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 825 shares; 2025Q4: not reported; 2026Q1: 602 shares; 2026Q2: 307 shares 307 $28.7K <0.01% -295 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,750 shares; 2026Q2: 3,750 shares 3,750 $28.5K <0.01% -10,000 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $28.3K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $28.3K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $27.6K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 1,458 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: not reported; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $27.5K <0.01% 0 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $27.5K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 192 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $27.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 600 shares 600 $27.2K <0.01% -100 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,647 shares; 2025Q1: 522 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: not reported; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $27K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 115 shares 115 $26.8K <0.01% -35 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,769 shares; 2026Q2: 1,000 shares 1,000 $26.7K <0.01% -4,769 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $26.6K <0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $25.7K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $25.6K <0.01% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $25.6K <0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $25.6K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 964 shares 964 $25.4K <0.01% +214 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $25.4K <0.01% 0 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: not reported; 2026Q1: 603 shares; 2026Q2: 603 shares 603 $25.3K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 259 shares; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $25.3K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares 1,128 $25.1K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $24.9K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: not reported; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $24.9K <0.01% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $24.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: not reported; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $24.3K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: not reported; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $24.2K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 199 shares 199 $24.1K <0.01% +104 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 316 shares 316 $24K <0.01% -315 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $23.8K <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; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $23.7K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,546 shares; 2025Q1: 1,446 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: not reported; 2026Q1: 1,535 shares; 2026Q2: 1,500 shares 1,500 $23.7K <0.01% -35 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 398 shares; 2025Q2: 5,251 shares; 2025Q3: 5,236 shares; 2025Q4: not reported; 2026Q1: 261 shares; 2026Q2: 271 shares 271 $23.6K <0.01% +10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,143 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 636 shares 636 $23.5K <0.01% -84 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $23.5K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: not reported; 2026Q1: 2,272 shares; 2026Q2: 2,272 shares 2,272 $23.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 369 shares; 2025Q4: not reported; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $23.4K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 562 shares; 2025Q2: 505 shares; 2025Q3: 324 shares; 2025Q4: not reported; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $23.3K <0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: not reported; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $23.2K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $22.8K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 164 shares; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 607 shares 607 $22.6K <0.01% -25 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $22.6K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,082 shares 1,082 $22.4K <0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $22.2K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $22.1K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 293 shares 293 $22K <0.01% +3 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 355 shares 355 $22K <0.01% -45 Timeline EMLP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: not reported; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $21.9K <0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $21.8K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,992 shares; 2025Q1: 1,720 shares; 2025Q2: 1,710 shares; 2025Q3: 1,630 shares; 2025Q4: not reported; 2026Q1: 1,604 shares; 2026Q2: 1,598 shares 1,598 $21.6K <0.01% -6 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 426 shares; 2025Q3: 633 shares; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $21.3K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $21.2K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 400 shares 400 $21K <0.01% -350 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 240 shares 240 $21K <0.01% +5 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $21K <0.01% 0 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $20.7K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $20.7K <0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $20.6K <0.01% 0 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 400 shares 400 $20.6K <0.01% +200 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $20.6K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: not reported; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $20.3K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 773 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $20.2K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 252 shares; 2025Q4: not reported; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $20K <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $19.9K <0.01% 0 Timeline JPXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.8K <0.01% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $19.5K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $19.4K <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; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 86 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 76 shares 76 $19.3K <0.01% +2 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: not reported; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $19.3K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.1K <0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares; 2026Q2: 925 shares 925 $19K <0.01% +300 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $19K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $18.9K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 38 shares 38 $18.8K <0.01% +4 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $18.7K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 196 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $18.4K <0.01% 0 Timeline RPV 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; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $18.3K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 274 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $18.1K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $17.9K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $17.9K <0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 228 shares; 2025Q3: 241 shares; 2025Q4: not reported; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $17.7K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: not reported; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $17.6K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 950 shares 950 $17.6K <0.01% -250 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 248 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $17.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 188 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $17.2K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 338 shares 338 $16.9K <0.01% +228 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 128 shares; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $16.6K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $16.2K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 815 shares; 2025Q1: 841 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: not reported; 2026Q1: 840 shares; 2026Q2: 890 shares 890 $16.1K <0.01% +50 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $16K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: not reported; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $16K <0.01% 0 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 325 shares 325 $16K <0.01% +175 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $15.9K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 805 shares; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 4,306 shares 4,306 $15.8K <0.01% +1,771 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 800 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $15.8K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 626 shares; 2025Q1: 250 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: not reported; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $15.7K <0.01% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $15.7K <0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $15.7K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 787 shares; 2025Q1: 1,059 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: not reported; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $15.7K <0.01% 0 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $15.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $15.6K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: not reported; 2026Q1: 139 shares; 2026Q2: 278 shares 278 $15.6K <0.01% +139 Timeline COMT 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; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: not reported; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $15.5K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 189 shares; 2025Q2: 196 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 800 shares 800 $15.5K <0.01% +450 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 424 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: not reported; 2026Q1: 377 shares; 2026Q2: 362 shares 362 $15.4K <0.01% -15 Timeline XMHQ 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; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $15.4K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $15.3K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 318 shares; 2025Q2: 323 shares; 2025Q3: 353 shares; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $15.3K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 439 shares; 2025Q2: 411 shares; 2025Q3: 391 shares; 2025Q4: not reported; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $15.1K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $15.1K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $15.1K <0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 208 shares 208 $15K <0.01% +156 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $15K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $14.9K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14.8K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $14.8K <0.01% 0 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 550 shares 550 $14.8K <0.01% +250 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,114 shares; 2025Q2: 914 shares; 2025Q3: 864 shares; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 845 shares 845 $14.7K <0.01% -99 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $14.7K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $14.6K <0.01% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $14.5K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: not reported; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $14.5K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 200 shares 200 $14.4K <0.01% +100 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 2,594 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $14.3K <0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $14.2K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $14.1K <0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $14K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 168 shares 168 $13.9K <0.01% -4 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 265,468 shares; 2025Q2: 262,163 shares; 2025Q3: 262,783 shares; 2025Q4: 267,633 shares; 2026Q1: 1,025 shares; 2026Q2: 400 shares 400 $13.9K <0.01% -625 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 250 shares 250 $13.8K <0.01% +200 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 258 shares; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $13.7K <0.01% 0 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $13.6K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $13.6K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $13.6K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 110 shares; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $13.5K <0.01% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $13.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $13.4K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: not reported; 2026Q1: 277 shares; 2026Q2: 270 shares 270 $13.4K <0.01% -7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: not reported; 2026Q1: 779 shares; 2026Q2: 744 shares 744 $13.3K <0.01% -35 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 749 shares; 2025Q4: not reported; 2026Q1: 749 shares; 2026Q2: 649 shares 649 $13.3K <0.01% -100 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 250 shares 250 $13.3K <0.01% +150 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: not reported; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $13.3K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 213 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: not reported; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $13.2K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $13.2K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.2K <0.01% 0 Timeline KGLD KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 500 shares 500 $13.1K <0.01% +400 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $13.1K <0.01% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: not reported; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $13.1K <0.01% 0 Timeline SPRU SPRUCE POWER HOLDING CORP More: the full row for SPRUCE POWER HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $12.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 118 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $12.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $12.9K <0.01% 0 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $12.8K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: not reported; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $12.7K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $12.6K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 4,151 shares; 2026Q2: 4,000 shares 4,000 $12.6K <0.01% -151 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $12.4K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $12.4K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $12.2K <0.01% new 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; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $12.2K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 1,000 shares 1,000 $12.1K <0.01% +975 Timeline PBP 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; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $12K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $11.7K <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares; 2025Q2: 3,007 shares; 2025Q3: 3,007 shares; 2025Q4: not reported; 2026Q1: 3,007 shares; 2026Q2: 3,007 shares 3,007 $11.7K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.5K <0.01% 0 Timeline KSLV KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 450 shares 450 $11.4K <0.01% +325 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: not reported; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $11.3K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: not reported; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $11.2K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 189 shares 189 $11.2K <0.01% +139 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $10.9K <0.01% 0 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $10.8K <0.01% 0 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: not reported; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $10.8K <0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $10.7K <0.01% 0 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $10.7K <0.01% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: not reported; 2026Q1: 3,077 shares; 2026Q2: 3,077 shares 3,077 $10.7K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $10.7K <0.01% 0 Timeline LFGY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $10.6K <0.01% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $10.6K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 110 shares 110 $10.5K <0.01% -15 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 207 shares; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $10.4K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 14 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $10.4K <0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $10.3K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 94 shares; 2025Q2: 85 shares; 2025Q3: 1,282 shares; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $10.2K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 425 shares 425 $10.2K <0.01% +375 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $10.2K <0.01% 0 Timeline XLB 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.2K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $10.1K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $10.1K <0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $10.1K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 85 shares 85 $10.1K <0.01% -120 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $9.96K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 70 shares; 2025Q2: 61 shares; 2025Q3: 51 shares; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $9.92K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $9.91K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $9.79K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 62 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $9.76K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.73K <0.01% 0 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $9.7K <0.01% new Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $9.69K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 349 shares 349 $9.63K <0.01% +215 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $9.6K <0.01% new Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $9.51K <0.01% 0 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: not reported; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $9.48K <0.01% 0 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $9.44K <0.01% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $9.37K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 100 shares 100 $9.33K <0.01% -46 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $9.31K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: not reported; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $9.16K <0.01% 0 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $9.11K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $9.1K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $9.06K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 65 shares 65 $9.03K <0.01% -25 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 50 shares 50 $8.91K <0.01% +48 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $8.9K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $8.87K <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: not reported; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $8.86K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.81K <0.01% 0 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $8.76K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $8.49K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 599 shares; 2025Q2: 604 shares; 2025Q3: 609 shares; 2025Q4: not reported; 2026Q1: 621 shares; 2026Q2: 630 shares 630 $8.48K <0.01% +9 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $8.47K <0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $8.44K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757 shares; 2026Q2: 757 shares 757 $8.44K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $8.4K <0.01% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.4K <0.01% 0 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.37K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: not reported; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $8.34K <0.01% 0 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $8.21K <0.01% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: not reported; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $8.18K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 416 shares 416 $8.18K <0.01% +16 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $8.06K <0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $8K <0.01% 0 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $7.98K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 250 shares 250 $7.84K <0.01% -100 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $7.83K <0.01% 0 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $7.83K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: not reported; 2026Q1: 2,120 shares; 2026Q2: 2,120 shares 2,120 $7.78K <0.01% 0 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $7.76K <0.01% 0 Timeline JMOM 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $7.69K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 900 shares 900 $7.63K <0.01% +150 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 450 shares 450 $7.62K <0.01% +275 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.53K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 100 shares 100 $7.32K <0.01% -12 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $7.26K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $7.2K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $7.17K <0.01% new 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; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: not reported; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $7.13K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.11K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $7.08K <0.01% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.06K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 200 shares 200 $7.04K <0.01% -100 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $7.03K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 388 shares 388 $7.01K <0.01% +387 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $7K <0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $6.97K <0.01% new Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $6.94K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: not reported; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $6.92K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $6.77K <0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.75K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $6.73K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $6.7K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $6.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 247 shares; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $6.49K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $6.47K <0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $6.46K <0.01% 0 Timeline FTXO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155 shares 155 $6.41K <0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.34K <0.01% 0 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $6.26K <0.01% 0 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $6.25K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 262 shares; 2026Q2: 131 shares 131 $6.25K <0.01% -131 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 96 shares 96 $6.25K <0.01% +66 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares; 2026Q2: 300 shares 300 $6.23K <0.01% -4,300 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: not reported; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $6.23K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 41 shares; 2025Q2: 30 shares; 2025Q3: 116 shares; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 30 shares 30 $6.18K <0.01% -12 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 250 shares 250 $6.12K <0.01% +125 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $6.12K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 187 shares; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $6.1K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 184 shares; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $5.93K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.89K <0.01% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: not reported; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $5.86K <0.01% 0 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,063 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: not reported; 2026Q1: 781 shares; 2026Q2: 591 shares 591 $5.86K <0.01% -190 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $5.84K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $5.81K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $5.78K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 65 shares 65 $5.78K <0.01% +15 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $5.76K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $5.68K <0.01% 0 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.66K <0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $5.66K <0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $5.6K <0.01% 0 Timeline