CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,081 shares; 2025Q4: 8,104 shares; 2026Q1: 8,149 shares 8,149 $314K 0.01% +45 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,132 shares; 2024Q4: 15,122 shares; 2025Q1: 14,940 shares; 2025Q2: 14,523 shares; 2025Q3: 16,172 shares; 2025Q4: 19,314 shares; 2026Q1: 18,462 shares 18,462 $313K 0.01% -852 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 9,865 shares; 2025Q1: 9,865 shares; 2025Q2: 9,865 shares; 2025Q3: 9,865 shares; 2025Q4: 9,865 shares; 2026Q1: 9,865 shares 9,865 $312K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,011 shares; 2025Q4: 7,560 shares; 2026Q1: 7,759 shares 7,759 $312K 0.01% +199 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 6,277 shares; 2025Q1: 6,277 shares; 2025Q2: 6,197 shares; 2025Q3: 6,197 shares; 2025Q4: 6,197 shares; 2026Q1: 6,197 shares 6,197 $311K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 842 shares; 2025Q1: 911 shares; 2025Q2: 908 shares; 2025Q3: 1,757 shares; 2025Q4: 771 shares; 2026Q1: 655 shares 655 $310K 0.01% -116 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 8,170 shares; 2025Q1: 7,973 shares; 2025Q2: 5,636 shares; 2025Q3: 5,486 shares; 2025Q4: 4,810 shares; 2026Q1: 4,932 shares 4,932 $310K 0.01% +122 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,171 shares; 2025Q1: 4,932 shares; 2025Q2: 4,877 shares; 2025Q3: 4,701 shares; 2025Q4: 4,262 shares; 2026Q1: 3,217 shares 3,217 $310K 0.01% -1,045 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; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 35,318 shares; 2025Q1: 34,098 shares; 2025Q2: 34,031 shares; 2025Q3: 42,168 shares; 2025Q4: 37,358 shares; 2026Q1: 39,083 shares 39,083 $310K 0.01% +1,725 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,804 shares; 2025Q1: 11,605 shares; 2025Q2: 11,695 shares; 2025Q3: 11,695 shares; 2025Q4: 11,695 shares; 2026Q1: 11,776 shares 11,776 $309K 0.01% +81 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,886 shares; 2025Q1: 2,878 shares; 2025Q2: 3,508 shares; 2025Q3: 3,495 shares; 2025Q4: 3,249 shares; 2026Q1: 3,365 shares 3,365 $308K 0.01% +116 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares 3,845 $308K 0.01% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,398 shares; 2025Q1: 3,288 shares; 2025Q2: 2,770 shares; 2025Q3: 2,335 shares; 2025Q4: 1,553 shares; 2026Q1: 1,207 shares 1,207 $308K 0.01% -346 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,952 shares; 2025Q3: 25,454 shares; 2025Q4: 26,203 shares; 2026Q1: 27,249 shares 27,249 $307K 0.01% +1,046 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,607 shares; 2026Q1: 14,810 shares 14,810 $307K 0.01% +1,203 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares; 2026Q1: 3,607 shares 3,607 $307K 0.01% +627 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 8,095 shares; 2025Q1: 7,700 shares; 2025Q2: 7,622 shares; 2025Q3: 6,784 shares; 2025Q4: 5,129 shares; 2026Q1: 5,099 shares 5,099 $307K 0.01% -30 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,826 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $307K 0.01% 0 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,204 shares 4,204 $306K 0.01% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,618 shares; 2025Q1: 3,454 shares; 2025Q2: 3,461 shares; 2025Q3: 3,405 shares; 2025Q4: 3,037 shares; 2026Q1: 2,406 shares 2,406 $306K 0.01% -631 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,102 shares; 2025Q1: 7,828 shares; 2025Q2: 7,600 shares; 2025Q3: 7,520 shares; 2025Q4: 7,701 shares; 2026Q1: 6,217 shares 6,217 $305K 0.01% -1,484 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,499 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,909 shares; 2025Q4: 2,959 shares; 2026Q1: 3,033 shares 3,033 $304K 0.01% +74 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,771 shares; 2025Q1: 6,492 shares; 2025Q2: 6,410 shares; 2025Q3: 6,373 shares; 2025Q4: 5,636 shares; 2026Q1: 4,847 shares 4,847 $303K 0.01% -789 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 1,136 shares; 2025Q3: 867 shares; 2025Q4: 834 shares; 2026Q1: 916 shares 916 $303K 0.01% +82 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 3,016 shares; 2025Q1: 3,659 shares; 2025Q2: 2,441 shares; 2025Q3: 2,102 shares; 2025Q4: 3,384 shares; 2026Q1: 3,446 shares 3,446 $303K 0.01% +62 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,924 shares; 2026Q1: 15,568 shares 15,568 $302K 0.01% +644 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 3,183 shares; 2025Q3: 3,236 shares; 2025Q4: 3,192 shares; 2026Q1: 3,423 shares 3,423 $302K 0.01% +231 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,361 shares; 2026Q1: 6,797 shares 6,797 $301K 0.01% +436 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 2,846 shares 2,846 $301K 0.01% +306 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,971 shares 5,971 $300K 0.01% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 7,411 shares; 2025Q1: 7,231 shares; 2025Q2: 5,100 shares; 2025Q3: 5,042 shares; 2025Q4: 3,710 shares; 2026Q1: 2,999 shares 2,999 $300K 0.01% -711 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 1,520 shares; 2025Q1: 2,386 shares; 2025Q2: 3,022 shares; 2025Q3: 2,220 shares; 2025Q4: 1,984 shares; 2026Q1: 1,955 shares 1,955 $299K 0.01% -29 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,345 shares; 2025Q1: 15,099 shares; 2025Q2: 13,991 shares; 2025Q3: 13,882 shares; 2025Q4: 14,736 shares; 2026Q1: 12,318 shares 12,318 $299K 0.01% -2,418 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,147 shares; 2025Q3: 5,922 shares; 2025Q4: 5,840 shares; 2026Q1: 7,494 shares 7,494 $298K 0.01% +1,654 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,522 shares 2,522 $298K 0.01% new Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,473 shares; 2025Q1: 2,407 shares; 2025Q2: 2,391 shares; 2025Q3: 2,390 shares; 2025Q4: 2,355 shares; 2026Q1: 2,140 shares 2,140 $298K 0.01% -215 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,563 shares; 2025Q3: 6,563 shares; 2025Q4: 6,563 shares; 2026Q1: 8,855 shares 8,855 $296K 0.01% +2,292 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 2,840 shares; 2026Q1: 2,742 shares 2,742 $295K 0.01% -98 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 8,179 shares; 2025Q1: 4,975 shares; 2025Q2: 5,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179 $293K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 6,739 shares; 2025Q1: 6,100 shares; 2025Q2: 4,036 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,729 shares 4,729 $293K 0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 12,332 shares; 2025Q1: 10,806 shares; 2025Q2: 10,847 shares; 2025Q3: 9,762 shares; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares 5,430 $292K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 493 shares 493 $292K 0.01% -23 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,251 shares 12,251 $292K 0.01% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,182 shares; 2024Q4: 47,172 shares; 2025Q1: 43,822 shares; 2025Q2: 21,968 shares; 2025Q3: 11,779 shares; 2025Q4: 8,956 shares; 2026Q1: 12,261 shares 12,261 $292K 0.01% +3,305 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; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 6,181 shares; 2025Q1: 5,443 shares; 2025Q2: 5,534 shares; 2025Q3: 6,067 shares; 2025Q4: 5,815 shares; 2026Q1: 5,201 shares 5,201 $291K 0.01% -614 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,009 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares 2,009 $291K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: 2,513 shares; 2025Q2: not reported; 2025Q3: 2,264 shares; 2025Q4: 2,246 shares; 2026Q1: 3,310 shares 3,310 $291K 0.01% +1,064 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares; 2026Q1: 2,315 shares 2,315 $290K 0.01% -618 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,669 shares 2,669 $289K 0.01% new Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $289K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,585 shares; 2025Q1: 3,178 shares; 2025Q2: 2,547 shares; 2025Q3: 3,162 shares; 2025Q4: 2,564 shares; 2026Q1: 2,780 shares 2,780 $288K 0.01% +216 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 2,141 shares; 2025Q4: 1,914 shares; 2026Q1: 2,160 shares 2,160 $288K 0.01% +246 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 2,980 shares; 2025Q1: 2,871 shares; 2025Q2: 1,851 shares; 2025Q3: 1,899 shares; 2025Q4: 2,490 shares; 2026Q1: 2,389 shares 2,389 $285K 0.01% -101 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,293 shares; 2025Q1: 6,643 shares; 2025Q2: 6,643 shares; 2025Q3: 6,643 shares; 2025Q4: 6,643 shares; 2026Q1: 6,843 shares 6,843 $285K 0.01% +200 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,318 shares; 2024Q4: 30,318 shares; 2025Q1: 30,318 shares; 2025Q2: 29,688 shares; 2025Q3: 29,688 shares; 2025Q4: 24,767 shares; 2026Q1: 22,767 shares 22,767 $285K 0.01% -2,000 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 11,355 shares; 2025Q1: 11,355 shares; 2025Q2: 11,355 shares; 2025Q3: 11,355 shares; 2025Q4: 11,355 shares; 2026Q1: 11,355 shares 11,355 $285K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,426 shares; 2025Q1: 1,412 shares; 2025Q2: 1,515 shares; 2025Q3: 1,059 shares; 2025Q4: 1,193 shares; 2026Q1: 1,259 shares 1,259 $284K 0.01% +66 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 935 shares; 2026Q1: 1,004 shares 1,004 $282K 0.01% +69 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,631 shares; 2025Q2: 2,630 shares; 2025Q3: 2,563 shares; 2025Q4: 2,572 shares; 2026Q1: 2,573 shares 2,573 $281K 0.01% +1 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,580 shares 4,580 $281K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,421 shares; 2025Q4: 5,500 shares; 2026Q1: 2,889 shares 2,889 $281K 0.01% -2,611 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 2,435 shares 2,435 $281K 0.01% -122 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 8,140 shares; 2025Q1: 8,490 shares; 2025Q2: 8,914 shares; 2025Q3: 8,193 shares; 2025Q4: 7,461 shares; 2026Q1: 6,942 shares 6,942 $280K 0.01% -519 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,771 shares; 2025Q4: 8,061 shares; 2026Q1: 10,336 shares 10,336 $277K 0.01% +2,275 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 6,103 shares; 2025Q1: 5,618 shares; 2025Q2: 5,556 shares; 2025Q3: 5,712 shares; 2025Q4: 5,716 shares; 2026Q1: 5,013 shares 5,013 $277K 0.01% -703 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,309 shares 4,309 $277K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,722 shares; 2025Q1: 2,373 shares; 2025Q2: 2,112 shares; 2025Q3: 1,350 shares; 2025Q4: 1,425 shares; 2026Q1: 1,351 shares 1,351 $276K 0.01% -74 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,902 shares; 2025Q1: 7,902 shares; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares; 2025Q4: 7,902 shares; 2026Q1: 3,862 shares 3,862 $276K 0.01% -4,040 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,169 shares; 2025Q1: 2,242 shares; 2025Q2: 2,327 shares; 2025Q3: 2,330 shares; 2025Q4: 2,080 shares; 2026Q1: 1,671 shares 1,671 $274K 0.01% -409 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 975 shares; 2026Q1: 1,089 shares 1,089 $273K 0.01% +114 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 1,606 shares 1,606 $271K 0.01% -32 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 1,843 shares; 2025Q4: 1,802 shares; 2026Q1: 2,000 shares 2,000 $271K 0.01% +198 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares; 2025Q2: 4,809 shares; 2025Q3: 4,822 shares; 2025Q4: 4,833 shares; 2026Q1: 4,846 shares 4,846 $270K 0.01% +13 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,812 shares; 2025Q2: 10,819 shares; 2025Q3: 12,283 shares; 2025Q4: not reported; 2026Q1: 11,195 shares 11,195 $268K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,270 shares; 2026Q1: 4,284 shares 4,284 $267K 0.01% -986 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 3,155 shares; 2025Q1: not reported; 2025Q2: 3,994 shares; 2025Q3: 4,340 shares; 2025Q4: 4,721 shares; 2026Q1: 4,239 shares 4,239 $267K 0.01% -482 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: 8,778 shares; 2025Q1: 8,778 shares; 2025Q2: 8,778 shares; 2025Q3: 8,778 shares; 2025Q4: 8,903 shares; 2026Q1: 8,869 shares 8,869 $267K 0.01% -34 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,800 shares; 2025Q1: 2,747 shares; 2025Q2: 2,742 shares; 2025Q3: 2,717 shares; 2025Q4: 2,478 shares; 2026Q1: 1,471 shares 1,471 $266K 0.01% -1,007 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; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 4,945 shares; 2025Q1: 5,459 shares; 2025Q2: 4,920 shares; 2025Q3: 4,645 shares; 2025Q4: 4,785 shares; 2026Q1: 5,035 shares 5,035 $266K 0.01% +250 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,336 shares; 2024Q4: 27,653 shares; 2025Q1: 25,861 shares; 2025Q2: 25,336 shares; 2025Q3: 25,695 shares; 2025Q4: 26,095 shares; 2026Q1: 24,644 shares 24,644 $265K 0.01% -1,451 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,830 shares; 2025Q1: 9,041 shares; 2025Q2: 6,751 shares; 2025Q3: 5,723 shares; 2025Q4: 5,532 shares; 2026Q1: 5,641 shares 5,641 $264K 0.01% +109 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,741 shares; 2025Q1: 1,112 shares; 2025Q2: 682 shares; 2025Q3: 688 shares; 2025Q4: 10,389 shares; 2026Q1: 738 shares 738 $263K 0.01% -9,651 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,598 shares 2,598 $263K 0.01% new Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,277 shares; 2025Q2: 20,008 shares; 2025Q3: 18,660 shares; 2025Q4: 12,156 shares; 2026Q1: 5,784 shares 5,784 $263K 0.01% -6,372 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 12,014 shares; 2025Q1: 12,014 shares; 2025Q2: 12,014 shares; 2025Q3: 12,264 shares; 2025Q4: 12,264 shares; 2026Q1: 12,264 shares 12,264 $263K 0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,065 shares 2,065 $263K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,487 shares 11,487 $262K 0.01% new Timeline QRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,395 shares 17,395 $262K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: not reported; 2026Q1: 2,767 shares 2,767 $261K 0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,782 shares; 2025Q4: 1,830 shares; 2026Q1: 1,808 shares 1,808 $259K 0.01% -22 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,102 shares; 2026Q1: 20,102 shares 20,102 $259K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 374 shares; 2025Q3: 372 shares; 2025Q4: 421 shares; 2026Q1: 401 shares 401 $258K 0.01% -20 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,983 shares; 2024Q4: 24,075 shares; 2025Q1: 23,213 shares; 2025Q2: 23,213 shares; 2025Q3: 13,738 shares; 2025Q4: 13,878 shares; 2026Q1: 13,602 shares 13,602 $258K 0.01% -276 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,690 shares; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 2,483 shares; 2025Q4: 2,288 shares; 2026Q1: 3,573 shares 3,573 $256K 0.01% +1,285 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,308 shares 3,308 $256K 0.01% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares 9,150 $256K 0.01% 0 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,543 shares 1,543 $255K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,060 shares 8,060 $254K 0.01% new Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 9,302 shares; 2025Q1: 9,102 shares; 2025Q2: 9,102 shares; 2025Q3: 9,102 shares; 2025Q4: 11,192 shares; 2026Q1: 7,915 shares 7,915 $253K 0.01% -3,277 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,123 shares; 2025Q1: 5,000 shares; 2025Q2: 4,123 shares; 2025Q3: 3,943 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares 3,943 $252K 0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,341 shares; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 3,841 shares; 2026Q1: 2,934 shares 2,934 $252K 0.01% -907 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,326 shares; 2024Q4: 70,193 shares; 2025Q1: 62,782 shares; 2025Q2: 81,345 shares; 2025Q3: 66,087 shares; 2025Q4: 24,959 shares; 2026Q1: 9,107 shares 9,107 $250K 0.01% -15,852 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,745 shares; 2025Q2: 3,647 shares; 2025Q3: 3,578 shares; 2025Q4: 3,255 shares; 2026Q1: 3,341 shares 3,341 $249K 0.01% +86 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,096 shares; 2025Q4: not reported; 2026Q1: 5,465 shares 5,465 $248K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 3,080 shares; 2025Q4: 2,470 shares; 2026Q1: 2,421 shares 2,421 $248K 0.01% -49 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 4,484 shares; 2025Q1: 4,068 shares; 2025Q2: 3,499 shares; 2025Q3: 3,859 shares; 2025Q4: 3,619 shares; 2026Q1: 1,594 shares 1,594 $247K 0.01% -2,025 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,392 shares; 2025Q2: 17,941 shares; 2025Q3: 15,323 shares; 2025Q4: 17,931 shares; 2026Q1: 17,575 shares 17,575 $247K 0.01% -356 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,088 shares 7,088 $247K 0.01% new Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares 4,223 $246K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $245K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,470 shares 1,470 $245K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 8,124 shares; 2025Q1: 8,124 shares; 2025Q2: 8,157 shares; 2025Q3: 7,864 shares; 2025Q4: 7,892 shares; 2026Q1: 7,909 shares 7,909 $245K 0.01% +17 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 1,547 shares; 2025Q1: 1,461 shares; 2025Q2: 1,368 shares; 2025Q3: 1,315 shares; 2025Q4: 1,729 shares; 2026Q1: 1,736 shares 1,736 $244K 0.01% +7 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,480 shares; 2025Q1: 2,429 shares; 2025Q2: 2,334 shares; 2025Q3: 1,770 shares; 2025Q4: 1,831 shares; 2026Q1: 1,317 shares 1,317 $243K 0.01% -514 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,403 shares; 2025Q1: 3,303 shares; 2025Q2: 2,867 shares; 2025Q3: 2,805 shares; 2025Q4: 2,932 shares; 2026Q1: 2,868 shares 2,868 $243K 0.01% -64 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,073 shares; 2025Q1: 6,006 shares; 2025Q2: 5,481 shares; 2025Q3: 5,592 shares; 2025Q4: 5,284 shares; 2026Q1: 5,120 shares 5,120 $243K 0.01% -164 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,081 shares; 2025Q2: 2,589 shares; 2025Q3: 2,425 shares; 2025Q4: 2,446 shares; 2026Q1: 2,461 shares 2,461 $242K 0.01% +15 Timeline HSTM HEALTHSTREAM INC More: the full row for HEALTHSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,380 shares; 2025Q2: 10,196 shares; 2025Q3: 10,116 shares; 2025Q4: 9,581 shares; 2026Q1: 11,666 shares 11,666 $242K 0.01% +2,085 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,240 shares; 2025Q4: 4,364 shares; 2026Q1: 4,246 shares 4,246 $241K 0.01% -118 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,529 shares; 2026Q1: 2,842 shares 2,842 $241K 0.01% -687 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 7,416 shares; 2025Q1: 3,027 shares; 2025Q2: 4,944 shares; 2025Q3: not reported; 2025Q4: 2,108 shares; 2026Q1: 2,403 shares 2,403 $241K 0.01% +295 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares 2,667 $240K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,700 shares; 2025Q1: 1,800 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 2,841 shares; 2026Q1: 1,649 shares 1,649 $240K 0.01% -1,192 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,941 shares 6,941 $240K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,324 shares; 2025Q1: 2,304 shares; 2025Q2: 2,383 shares; 2025Q3: 2,194 shares; 2025Q4: 2,107 shares; 2026Q1: 1,465 shares 1,465 $239K 0.01% -642 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,625 shares; 2025Q1: 2,944 shares; 2025Q2: 2,546 shares; 2025Q3: 2,521 shares; 2025Q4: 1,639 shares; 2026Q1: 1,513 shares 1,513 $239K 0.01% -126 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 12,648 shares; 2025Q1: 9,373 shares; 2025Q2: 9,373 shares; 2025Q3: 8,715 shares; 2025Q4: 8,715 shares; 2026Q1: 8,715 shares 8,715 $237K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,016 shares; 2024Q4: 24,020 shares; 2025Q1: 24,022 shares; 2025Q2: 20,526 shares; 2025Q3: 20,030 shares; 2025Q4: 20,122 shares; 2026Q1: 20,127 shares 20,127 $236K 0.01% +5 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares 730 $236K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 847 shares; 2025Q1: 976 shares; 2025Q2: 1,008 shares; 2025Q3: 990 shares; 2025Q4: 898 shares; 2026Q1: 939 shares 939 $235K 0.01% +41 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,448 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares; 2025Q4: 5,875 shares; 2026Q1: 5,582 shares 5,582 $235K 0.01% -293 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,660 shares; 2025Q4: 8,958 shares; 2026Q1: 7,475 shares 7,475 $235K 0.01% -1,483 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,152 shares 9,152 $235K 0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,148 shares; 2024Q4: 21,175 shares; 2025Q1: 19,614 shares; 2025Q2: 16,791 shares; 2025Q3: 16,847 shares; 2025Q4: 15,450 shares; 2026Q1: 9,004 shares 9,004 $235K 0.01% -6,446 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,659 shares 7,659 $234K 0.01% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares 2,466 $234K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,836 shares 5,836 $234K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares; 2026Q1: 701 shares 701 $234K 0.01% -13 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $233K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,467 shares; 2025Q1: 2,760 shares; 2025Q2: 2,527 shares; 2025Q3: 2,519 shares; 2025Q4: 2,437 shares; 2026Q1: 2,413 shares 2,413 $233K 0.01% -24 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,311 shares 2,311 $233K 0.01% new Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,649 shares; 2025Q3: 18,277 shares; 2025Q4: 12,747 shares; 2026Q1: 13,667 shares 13,667 $233K 0.01% +920 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,006 shares; 2025Q3: 10,214 shares; 2025Q4: 10,416 shares; 2026Q1: 10,624 shares 10,624 $233K 0.01% +208 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,411 shares 4,411 $233K 0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,028 shares 3,028 $232K 0.01% new Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,356 shares; 2025Q3: 9,204 shares; 2025Q4: 8,739 shares; 2026Q1: 8,896 shares 8,896 $230K 0.01% +157 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,035 shares 3,035 $230K 0.01% new Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,800 shares 6,800 $229K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,726 shares; 2025Q1: 7,409 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,717 shares; 2026Q1: 4,672 shares 4,672 $228K 0.01% -45 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,205 shares; 2025Q3: 16,096 shares; 2025Q4: 15,239 shares; 2026Q1: 13,127 shares 13,127 $228K 0.01% -2,112 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,275 shares; 2025Q3: 3,245 shares; 2025Q4: 2,679 shares; 2026Q1: 2,771 shares 2,771 $228K 0.01% +92 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,154 shares; 2024Q4: 21,660 shares; 2025Q1: 19,155 shares; 2025Q2: 10,808 shares; 2025Q3: 11,766 shares; 2025Q4: 11,951 shares; 2026Q1: 10,749 shares 10,749 $227K 0.01% -1,202 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; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,580 shares; 2025Q1: 5,625 shares; 2025Q2: 4,877 shares; 2025Q3: 4,979 shares; 2025Q4: 4,592 shares; 2026Q1: 4,294 shares 4,294 $227K 0.01% -298 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,718 shares; 2024Q4: 419,541 shares; 2025Q1: 400,640 shares; 2025Q2: 37,357 shares; 2025Q3: 156,487 shares; 2025Q4: 16,680 shares; 2026Q1: 17,242 shares 17,242 $226K 0.01% +562 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,022 shares 7,022 $226K 0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,341 shares; 2025Q1: 2,230 shares; 2025Q2: 2,232 shares; 2025Q3: 2,234 shares; 2025Q4: 2,184 shares; 2026Q1: 2,182 shares 2,182 $225K 0.01% -2 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,552 shares; 2025Q3: 1,539 shares; 2025Q4: 1,384 shares; 2026Q1: 1,425 shares 1,425 $225K 0.01% +41 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,355 shares; 2025Q3: 2,463 shares; 2025Q4: 2,301 shares; 2026Q1: 2,174 shares 2,174 $225K 0.01% -127 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,357 shares; 2024Q4: 19,357 shares; 2025Q1: 19,357 shares; 2025Q2: 19,957 shares; 2025Q3: 19,957 shares; 2025Q4: 20,327 shares; 2026Q1: 20,138 shares 20,138 $225K 0.01% -189 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,084 shares; 2025Q2: 4,088 shares; 2025Q3: 3,692 shares; 2025Q4: 3,444 shares; 2026Q1: 3,449 shares 3,449 $224K 0.01% +5 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,290 shares; 2025Q1: 2,292 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: not reported; 2026Q1: 2,167 shares 2,167 $224K 0.01% new Timeline IMCR IMMUNOCORE HLDGS PLC More: the full row for IMMUNOCORE HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 7,673 shares; 2025Q1: 7,476 shares; 2025Q2: 7,674 shares; 2025Q3: 7,548 shares; 2025Q4: 6,970 shares; 2026Q1: 7,430 shares 7,430 $224K 0.01% +460 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 20,800 shares; 2025Q2: 20,800 shares; 2025Q3: 24,733 shares; 2025Q4: 26,517 shares; 2026Q1: 29,217 shares 29,217 $224K 0.01% +2,700 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; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,316 shares; 2026Q1: 6,867 shares 6,867 $223K 0.01% +551 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 1,845 shares 1,845 $222K 0.01% -538 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,705 shares 3,705 $222K 0.01% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 3,793 shares; 2026Q1: 3,793 shares 3,793 $222K 0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,512 shares; 2025Q1: 3,326 shares; 2025Q2: 3,302 shares; 2025Q3: 3,304 shares; 2025Q4: 2,963 shares; 2026Q1: 2,407 shares 2,407 $222K 0.01% -556 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $222K 0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,403 shares; 2025Q3: 7,529 shares; 2025Q4: 7,466 shares; 2026Q1: 4,581 shares 4,581 $222K 0.01% -2,885 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,142 shares; 2024Q4: 18,529 shares; 2025Q1: 17,626 shares; 2025Q2: 13,276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,390 shares 3,390 $221K 0.01% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares; 2026Q1: 4,135 shares 4,135 $221K 0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,200 shares; 2024Q4: 43,200 shares; 2025Q1: 43,200 shares; 2025Q2: 43,200 shares; 2025Q3: 43,200 shares; 2025Q4: 43,200 shares; 2026Q1: 43,200 shares 43,200 $220K 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; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,368 shares 4,368 $220K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 10,504 shares; 2025Q1: 6,126 shares; 2025Q2: not reported; 2025Q3: 4,198 shares; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $220K 0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,162 shares; 2025Q1: 3,995 shares; 2025Q2: 4,069 shares; 2025Q3: 3,973 shares; 2025Q4: 3,916 shares; 2026Q1: 3,850 shares 3,850 $219K 0.01% -66 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,365 shares; 2024Q4: 50,332 shares; 2025Q1: 49,793 shares; 2025Q2: 234,313 shares; 2025Q3: 173,397 shares; 2025Q4: 12,174 shares; 2026Q1: 8,967 shares 8,967 $219K 0.01% -3,207 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,958 shares 1,958 $219K 0.01% +1 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,122 shares; 2025Q2: 1,916 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares 1,378 $219K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $219K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,778 shares; 2025Q1: 3,393 shares; 2025Q2: 2,910 shares; 2025Q3: 2,848 shares; 2025Q4: 2,758 shares; 2026Q1: 2,560 shares 2,560 $218K 0.01% -198 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978 shares 1,978 $217K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,019 shares; 2024Q4: 11,018 shares; 2025Q1: 10,135 shares; 2025Q2: not reported; 2025Q3: 10,250 shares; 2025Q4: not reported; 2026Q1: 9,732 shares 9,732 $217K 0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,611 shares; 2025Q1: 2,283 shares; 2025Q2: 2,327 shares; 2025Q3: 2,673 shares; 2025Q4: 2,641 shares; 2026Q1: 2,477 shares 2,477 $217K 0.01% -164 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 241 shares; 2025Q1: 173 shares; 2025Q2: 151 shares; 2025Q3: 146 shares; 2025Q4: 153 shares; 2026Q1: 115 shares 115 $217K 0.01% -38 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,136 shares; 2026Q1: 6,246 shares 6,246 $214K 0.01% +110 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares 2,523 $214K 0.01% new 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; 2024Q2: restricted; 2024Q3: 35,009 shares; 2024Q4: 36,946 shares; 2025Q1: 22,226 shares; 2025Q2: 21,901 shares; 2025Q3: 17,224 shares; 2025Q4: 9,545 shares; 2026Q1: 9,414 shares 9,414 $214K 0.01% -131 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares; 2026Q1: 3,009 shares 3,009 $213K 0.01% +7 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,240 shares; 2025Q1: 2,358 shares; 2025Q2: 2,326 shares; 2025Q3: 2,123 shares; 2025Q4: 1,925 shares; 2026Q1: 1,891 shares 1,891 $213K 0.01% -34 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,629 shares 2,629 $213K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,453 shares; 2025Q1: 1,433 shares; 2025Q2: 1,358 shares; 2025Q3: 1,323 shares; 2025Q4: 966 shares; 2026Q1: 980 shares 980 $213K 0.01% +14 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 6,508 shares; 2025Q1: 6,457 shares; 2025Q2: 5,429 shares; 2025Q3: 5,421 shares; 2025Q4: 3,869 shares; 2026Q1: 2,986 shares 2,986 $212K 0.01% -883 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 3,612 shares; 2025Q1: 3,582 shares; 2025Q2: 3,093 shares; 2025Q3: 3,435 shares; 2025Q4: 2,314 shares; 2026Q1: 2,154 shares 2,154 $212K 0.01% -160 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 5,964 shares; 2025Q1: 4,443 shares; 2025Q2: 4,353 shares; 2025Q3: 4,154 shares; 2025Q4: 3,962 shares; 2026Q1: 3,974 shares 3,974 $212K 0.01% +12 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,429 shares; 2025Q1: 2,437 shares; 2025Q2: 2,425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $211K 0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,490 shares; 2025Q4: not reported; 2026Q1: 3,040 shares 3,040 $211K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,629 shares 2,629 $211K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,103 shares; 2025Q1: 2,909 shares; 2025Q2: 2,140 shares; 2025Q3: 1,419 shares; 2025Q4: 1,410 shares; 2026Q1: 1,452 shares 1,452 $210K 0.01% +42 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 12,421 shares; 2025Q1: 14,312 shares; 2025Q2: 21,910 shares; 2025Q3: 22,532 shares; 2025Q4: 16,322 shares; 2026Q1: 11,923 shares 11,923 $210K 0.01% -4,399 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,540 shares; 2025Q1: 2,544 shares; 2025Q2: 2,136 shares; 2025Q3: 2,166 shares; 2025Q4: 2,180 shares; 2026Q1: 2,123 shares 2,123 $210K 0.01% -57 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $210K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 37,097 shares; 2025Q1: 34,500 shares; 2025Q2: 29,032 shares; 2025Q3: 22,393 shares; 2025Q4: 22,275 shares; 2026Q1: 26,368 shares 26,368 $209K 0.01% +4,093 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: not reported; 2025Q1: 2,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares 2,520 $207K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares; 2026Q1: 2,279 shares 2,279 $207K 0.01% +39 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,571 shares; 2026Q1: 4,817 shares 4,817 $207K 0.01% +246 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; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,188 shares; 2025Q1: 2,041 shares; 2025Q2: 2,075 shares; 2025Q3: 2,051 shares; 2025Q4: 2,049 shares; 2026Q1: 2,079 shares 2,079 $205K 0.01% +30 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares 1,457 $204K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares; 2026Q1: 4,383 shares 4,383 $204K 0.01% -1,047 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 13,447 shares; 2025Q1: 13,549 shares; 2025Q2: 18,728 shares; 2025Q3: 18,879 shares; 2025Q4: 16,163 shares; 2026Q1: 13,092 shares 13,092 $204K 0.01% -3,071 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 212 shares; 2025Q1: 174 shares; 2025Q2: 132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176 $204K 0.01% new Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,948 shares; 2025Q1: 5,967 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,572 shares 5,572 $204K 0.01% new Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,346 shares 2,346 $204K 0.01% -368 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,194 shares; 2026Q1: 6,859 shares 6,859 $204K 0.01% -335 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $204K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 499 shares 499 $203K 0.01% -219 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 3,433 shares; 2026Q1: 3,440 shares 3,440 $203K 0.01% +7 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,081 shares; 2026Q1: 13,554 shares 13,554 $203K 0.01% +3,473 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,764 shares 1,764 $203K 0.01% new Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,252 shares 5,252 $202K 0.01% new Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,301 shares; 2026Q1: 20,539 shares 20,539 $201K 0.01% -30,762 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares; 2026Q1: 5,904 shares 5,904 $201K 0.01% -311 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,836 shares; 2025Q1: 4,836 shares; 2025Q2: 4,836 shares; 2025Q3: 4,836 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $200K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $200K 0.01% 0 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $200K 0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 12,608 shares; 2025Q1: 13,406 shares; 2025Q2: 13,471 shares; 2025Q3: 13,542 shares; 2025Q4: 12,162 shares; 2026Q1: 11,487 shares 11,487 $199K 0.01% -675 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,444 shares; 2025Q4: 12,142 shares; 2026Q1: 10,273 shares 10,273 $199K 0.01% -1,869 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,347 shares; 2026Q1: 17,517 shares 17,517 $192K 0.01% +170 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,546 shares; 2026Q1: 10,311 shares 10,311 $188K 0.01% -235 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,978 shares; 2024Q4: 39,425 shares; 2025Q1: 47,876 shares; 2025Q2: 47,604 shares; 2025Q3: 43,137 shares; 2025Q4: 38,900 shares; 2026Q1: 13,044 shares 13,044 $184K <0.01% -25,856 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: 11,234 shares; 2025Q1: 11,804 shares; 2025Q2: 11,803 shares; 2025Q3: 11,804 shares; 2025Q4: 11,203 shares; 2026Q1: 11,204 shares 11,204 $181K <0.01% +1 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 23,732 shares; 2025Q1: 26,179 shares; 2025Q2: 23,207 shares; 2025Q3: 16,485 shares; 2025Q4: 27,624 shares; 2026Q1: 23,742 shares 23,742 $181K <0.01% -3,882 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 15,206 shares; 2025Q1: 18,336 shares; 2025Q2: 17,626 shares; 2025Q3: 8,677 shares; 2025Q4: not reported; 2026Q1: 10,700 shares 10,700 $180K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,805 shares; 2024Q4: 40,061 shares; 2025Q1: 35,462 shares; 2025Q2: 37,519 shares; 2025Q3: 23,980 shares; 2025Q4: 19,745 shares; 2026Q1: 17,493 shares 17,493 $175K <0.01% -2,252 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,847 shares; 2024Q4: 17,586 shares; 2025Q1: 17,588 shares; 2025Q2: 14,365 shares; 2025Q3: 14,369 shares; 2025Q4: 14,454 shares; 2026Q1: 14,458 shares 14,458 $173K <0.01% +4 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 19,027 shares; 2025Q1: 20,175 shares; 2025Q2: 20,403 shares; 2025Q3: 20,303 shares; 2025Q4: 22,923 shares; 2026Q1: 12,720 shares 12,720 $172K <0.01% -10,203 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,926 shares; 2025Q2: not reported; 2025Q3: 8,158 shares; 2025Q4: 21,237 shares; 2026Q1: 12,984 shares 12,984 $170K <0.01% -8,253 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,056 shares; 2024Q4: 23,311 shares; 2025Q1: 20,049 shares; 2025Q2: not reported; 2025Q3: 21,819 shares; 2025Q4: 16,469 shares; 2026Q1: 21,651 shares 21,651 $170K <0.01% +5,182 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; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 14,312 shares; 2025Q1: 14,312 shares; 2025Q2: 14,012 shares; 2025Q3: 12,612 shares; 2025Q4: 11,436 shares; 2026Q1: 11,436 shares 11,436 $169K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,836 shares; 2026Q1: 11,418 shares 11,418 $167K <0.01% -15,418 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,718 shares; 2025Q3: 35,539 shares; 2025Q4: 35,436 shares; 2026Q1: 45,656 shares 45,656 $167K <0.01% +10,220 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,977 shares; 2025Q1: 10,979 shares; 2025Q2: 13,583 shares; 2025Q3: 13,585 shares; 2025Q4: 10,967 shares; 2026Q1: 13,722 shares 13,722 $165K <0.01% +2,755 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 13,571 shares; 2025Q1: 13,573 shares; 2025Q2: 13,575 shares; 2025Q3: 13,579 shares; 2025Q4: 13,677 shares; 2026Q1: 15,624 shares 15,624 $163K <0.01% +1,947 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: 10,145 shares; 2025Q1: 10,110 shares; 2025Q2: 16,778 shares; 2025Q3: 15,319 shares; 2025Q4: 15,463 shares; 2026Q1: 18,900 shares 18,900 $160K <0.01% +3,437 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,424 shares; 2024Q4: 31,532 shares; 2025Q1: 30,574 shares; 2025Q2: 30,100 shares; 2025Q3: 21,259 shares; 2025Q4: 14,378 shares; 2026Q1: 10,930 shares 10,930 $158K <0.01% -3,448 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,540 shares; 2025Q4: not reported; 2026Q1: 13,524 shares 13,524 $147K <0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 12,038 shares; 2025Q1: 12,038 shares; 2025Q2: 12,038 shares; 2025Q3: 12,038 shares; 2025Q4: 12,038 shares; 2026Q1: 12,912 shares 12,912 $146K <0.01% +874 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,756 shares; 2026Q1: 14,756 shares 14,756 $133K <0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,342 shares; 2024Q4: 19,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,453 shares 17,453 $133K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,052 shares; 2026Q1: 15,724 shares 15,724 $130K <0.01% +1,672 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,709 shares; 2026Q1: 11,709 shares 11,709 $127K <0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,717 shares; 2026Q1: 41,114 shares 41,114 $126K <0.01% -1,603 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 18,767 shares; 2025Q1: 18,812 shares; 2025Q2: 18,557 shares; 2025Q3: 18,602 shares; 2025Q4: 14,445 shares; 2026Q1: 10,970 shares 10,970 $125K <0.01% -3,475 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $125K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,550 shares; 2026Q1: 11,831 shares 11,831 $123K <0.01% +1,281 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,118 shares; 2025Q2: 11,113 shares; 2025Q3: 10,967 shares; 2025Q4: 10,321 shares; 2026Q1: 10,156 shares 10,156 $111K <0.01% -165 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 10,291 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 10,291 shares 10,291 $107K <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; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 11,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,029 shares; 2025Q4: 11,220 shares; 2026Q1: 10,054 shares 10,054 $102K <0.01% -1,166 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $91.1K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,723 shares 11,723 $69.6K <0.01% new Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $66.2K <0.01% 0 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,063 shares; 2025Q2: 15,080 shares; 2025Q3: 14,870 shares; 2025Q4: 13,422 shares; 2026Q1: 13,574 shares 13,574 $65.6K <0.01% +152 Timeline EVO EVOTEC AG More: the full row for EVOTEC AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,053 shares; 2025Q3: 29,053 shares; 2025Q4: 29,053 shares; 2026Q1: 24,409 shares 24,409 $61K <0.01% -4,644 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 14,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $57.6K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $56.7K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,869 shares; 2025Q3: 12,500 shares; 2025Q4: 13,500 shares; 2026Q1: 14,000 shares 14,000 $49.3K <0.01% +500 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,582 shares; 2026Q1: 10,666 shares 10,666 $47.2K <0.01% -2,916 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,773 shares; 2026Q1: 10,848 shares 10,848 $45K <0.01% +75 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,651 shares 10,651 $39.7K <0.01% new Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 27,500 shares; 2026Q1: 26,000 shares 26,000 $38.7K <0.01% -1,500 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,329 shares 11,329 $33.3K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,726 shares 13,726 $29.1K <0.01% new Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 12,507 shares; 2025Q1: 12,507 shares; 2025Q2: 13,307 shares; 2025Q3: 14,307 shares; 2025Q4: not reported; 2026Q1: 12,057 shares 12,057 $20.7K <0.01% new Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $14.3K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,230 shares 14,230 $13.9K <0.01% new Timeline