SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,746 shares; 2025Q2: 1,913 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares 1,513 $89.6K <0.01% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,282 shares; 2025Q1: 8,282 shares; 2025Q2: 8,282 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares 7,782 $89.6K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,756 shares; 2025Q4: 957 shares; 2026Q1: 957 shares 957 $89.4K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 1,705 shares; 2025Q1: 220 shares; 2025Q2: 131 shares; 2025Q3: 413 shares; 2025Q4: 1,619 shares; 2026Q1: 354 shares 354 $88.4K <0.01% -1,265 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 3,323 shares; 2025Q1: 2,791 shares; 2025Q2: 1,013 shares; 2025Q3: 875 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $88.3K <0.01% 0 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 76,067 shares; 2025Q1: 81,123 shares; 2025Q2: 1,984 shares; 2025Q3: 1,992 shares; 2025Q4: 53,492 shares; 2026Q1: 1,990 shares 1,990 $87.8K <0.01% -51,502 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,059 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares 1,814 $87.7K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 2,320 shares; 2025Q1: 1,431 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $87.6K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 293 shares 293 $87.3K <0.01% +46 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,650 shares; 2025Q1: 1,665 shares; 2025Q2: 2,559 shares; 2025Q3: 2,331 shares; 2025Q4: 1,894 shares; 2026Q1: 1,533 shares 1,533 $86.7K <0.01% -361 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,260 shares; 2025Q1: 3,280 shares; 2025Q2: 1,710 shares; 2025Q3: 1,695 shares; 2025Q4: 1,192 shares; 2026Q1: 1,194 shares 1,194 $86.6K <0.01% +2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,953 shares; 2025Q1: 1,910 shares; 2025Q2: 1,809 shares; 2025Q3: 1,863 shares; 2025Q4: 1,815 shares; 2026Q1: 1,795 shares 1,795 $86.5K <0.01% -20 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 4,658 shares; 2025Q1: 6,552 shares; 2025Q2: 3,525 shares; 2025Q3: 3,492 shares; 2025Q4: 3,538 shares; 2026Q1: 3,539 shares 3,539 $86.5K <0.01% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 752 shares; 2025Q4: 1,078 shares; 2026Q1: 1,069 shares 1,069 $86.1K <0.01% -9 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: 335 shares; 2024Q4: 337 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 337 shares; 2026Q1: 907 shares 907 $86.1K <0.01% +570 Timeline XTN 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: 1,356 shares; 2024Q4: 1,258 shares; 2025Q1: 1,189 shares; 2025Q2: 1,191 shares; 2025Q3: 1,192 shares; 2025Q4: 922 shares; 2026Q1: 923 shares 923 $85.8K <0.01% +1 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 933 shares; 2025Q2: 851 shares; 2025Q3: 28,577 shares; 2025Q4: 27,210 shares; 2026Q1: 409 shares 409 $85.6K <0.01% -26,801 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $85.3K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,186 shares; 2025Q1: 6,928 shares; 2025Q2: 4,927 shares; 2025Q3: 5,084 shares; 2025Q4: 4,748 shares; 2026Q1: 3,792 shares 3,792 $85.3K <0.01% -956 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 3,071 shares; 2025Q4: 3,080 shares; 2026Q1: 3,335 shares 3,335 $85.1K <0.01% +255 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares 2,642 $84.9K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 197 shares; 2026Q1: 100 shares 100 $84.9K <0.01% -97 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 413 shares; 2025Q1: 315 shares; 2025Q2: 284 shares; 2025Q3: 254 shares; 2025Q4: 10,023 shares; 2026Q1: 240 shares 240 $84.3K <0.01% -9,783 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 3,273 shares; 2025Q1: 1,460 shares; 2025Q2: 2,414 shares; 2025Q3: 1,247 shares; 2025Q4: 1,339 shares; 2026Q1: 1,247 shares 1,247 $84.3K <0.01% -92 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,487 shares; 2025Q1: 1,601 shares; 2025Q2: 1,388 shares; 2025Q3: 1,535 shares; 2025Q4: 1,557 shares; 2026Q1: 1,308 shares 1,308 $83.8K <0.01% -249 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 6,775 shares; 2025Q1: 2,656 shares; 2025Q2: 2,951 shares; 2025Q3: 2,074 shares; 2025Q4: 1,310 shares; 2026Q1: 806 shares 806 $83.4K <0.01% -504 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: not reported; 2024Q4: 26,823 shares; 2025Q1: 92,143 shares; 2025Q2: 21,372 shares; 2025Q3: 13,480 shares; 2025Q4: 4,197 shares; 2026Q1: 3,029 shares 3,029 $83.2K <0.01% -1,168 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 253 shares; 2025Q1: 388 shares; 2025Q2: 60,861 shares; 2025Q3: 1,520 shares; 2025Q4: 1,984 shares; 2026Q1: 1,303 shares 1,303 $82.9K <0.01% -681 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: 1,003 shares; 2024Q4: 1,033 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 983 shares; 2025Q4: 903 shares; 2026Q1: 902 shares 902 $82.7K <0.01% -1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,431 shares; 2025Q1: 3,473 shares; 2025Q2: 2,953 shares; 2025Q3: 701 shares; 2025Q4: 489 shares; 2026Q1: 250 shares 250 $82.2K <0.01% -239 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,691 shares; 2025Q1: 696 shares; 2025Q2: 55,974 shares; 2025Q3: 55,454 shares; 2025Q4: 51,317 shares; 2026Q1: 5,500 shares 5,500 $82K <0.01% -45,817 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,080 shares; 2024Q4: 17,749 shares; 2025Q1: 2,503 shares; 2025Q2: 16,910 shares; 2025Q3: 20,586 shares; 2025Q4: 18,991 shares; 2026Q1: 1,612 shares 1,612 $81.7K <0.01% -17,379 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 1,901 shares; 2025Q1: 1,756 shares; 2025Q2: 1,306 shares; 2025Q3: 1,404 shares; 2025Q4: 1,312 shares; 2026Q1: 1,117 shares 1,117 $81.2K <0.01% -195 Timeline PIZ 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: 1,729 shares; 2025Q3: 1,717 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares 1,637 $81.1K <0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares 1,787 $80.6K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 528 shares; 2025Q1: 859 shares; 2025Q2: 869 shares; 2025Q3: 806 shares; 2025Q4: 617 shares; 2026Q1: 608 shares 608 $79.6K <0.01% -9 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $79.3K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,771 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 2,184 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $79.1K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,167 shares; 2025Q1: 1,242 shares; 2025Q2: 1,074 shares; 2025Q3: 920 shares; 2025Q4: 813 shares; 2026Q1: 819 shares 819 $79K <0.01% +6 Timeline IYK 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: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $79K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 643 shares; 2025Q1: 655 shares; 2025Q2: 616 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 713 shares 713 $78.9K <0.01% +35 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 665 shares; 2025Q2: 641 shares; 2025Q3: 681 shares; 2025Q4: 643 shares; 2026Q1: 619 shares 619 $78.8K <0.01% -24 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166 $77.9K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 834 shares; 2025Q2: 534 shares; 2025Q3: 1,435 shares; 2025Q4: 773 shares; 2026Q1: 864 shares 864 $77.8K <0.01% +91 Timeline JUNP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares 2,562 $77.7K <0.01% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $77.7K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,289 shares; 2025Q1: 3,840 shares; 2025Q2: 3,477 shares; 2025Q3: 3,486 shares; 2025Q4: 3,495 shares; 2026Q1: 3,000 shares 3,000 $77.6K <0.01% -495 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 954 shares; 2025Q1: 1,611 shares; 2025Q2: 796 shares; 2025Q3: 847 shares; 2025Q4: 849 shares; 2026Q1: 1,548 shares 1,548 $77.2K <0.01% +699 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 950 shares; 2025Q2: 981 shares; 2025Q3: 959 shares; 2025Q4: 819 shares; 2026Q1: 933 shares 933 $77K <0.01% +114 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 1,663 shares; 2025Q1: 1,880 shares; 2025Q2: 1,156 shares; 2025Q3: 1,173 shares; 2025Q4: 1,199 shares; 2026Q1: 1,508 shares 1,508 $76.8K <0.01% +309 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 250,320 shares; 2025Q4: 22,317 shares; 2026Q1: 5,388 shares 5,388 $76.8K <0.01% -16,929 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 12,464 shares; 2025Q1: 12,464 shares; 2025Q2: 12,464 shares; 2025Q3: 12,464 shares; 2025Q4: 12,464 shares; 2026Q1: 12,464 shares 12,464 $76.7K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 1,616 shares; 2025Q1: 1,754 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares; 2025Q4: 2,739 shares; 2026Q1: 2,571 shares 2,571 $76.4K <0.01% -168 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: 601 shares; 2024Q4: 603 shares; 2025Q1: 2,429 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 288 shares 288 $76.4K <0.01% -91 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 411 shares; 2025Q1: 3,198 shares; 2025Q2: 354 shares; 2025Q3: 239 shares; 2025Q4: 253 shares; 2026Q1: 282 shares 282 $76.3K <0.01% +29 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,231 shares 1,231 $76.1K <0.01% +231 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $76K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,432 shares; 2025Q1: 3,404 shares; 2025Q2: 2,399 shares; 2025Q3: 5,334 shares; 2025Q4: 4,684 shares; 2026Q1: 4,436 shares 4,436 $75.7K <0.01% -248 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 243 shares; 2025Q1: 229 shares; 2025Q2: 138 shares; 2025Q3: 67 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $75.7K <0.01% 0 Timeline XES 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: 292 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 298 shares; 2026Q1: 649 shares 649 $75.5K <0.01% +351 Timeline IBTH 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: 1,125 shares; 2025Q4: not reported; 2026Q1: 3,328 shares 3,328 $74.6K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,125 shares; 2025Q2: 1,149 shares; 2025Q3: 1,205 shares; 2025Q4: 1,132 shares; 2026Q1: 1,142 shares 1,142 $74.5K <0.01% +10 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,039 shares; 2025Q1: 1,034 shares; 2025Q2: 1,037 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,038 shares 1,038 $74.5K <0.01% +4 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $74.4K <0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 989 shares; 2025Q1: 1,144 shares; 2025Q2: 1,624 shares; 2025Q3: 606 shares; 2025Q4: 1,527 shares; 2026Q1: 1,218 shares 1,218 $74.3K <0.01% -309 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,778 shares; 2025Q1: 7,838 shares; 2025Q2: 7,838 shares; 2025Q3: 8,223 shares; 2025Q4: 7,838 shares; 2026Q1: 7,838 shares 7,838 $74.1K <0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $74K <0.01% 0 Timeline TDEC 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: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares 3,039 $74K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,094 shares; 2025Q3: 2,174 shares; 2025Q4: 2,083 shares; 2026Q1: 1,024 shares 1,024 $73.3K <0.01% -1,059 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 1,224 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $72.8K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,188 shares; 2025Q1: 3,257 shares; 2025Q2: 1,249 shares; 2025Q3: 885 shares; 2025Q4: 381 shares; 2026Q1: 350 shares 350 $72.7K <0.01% -31 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,452 shares; 2025Q1: 4,034 shares; 2025Q2: 1,685 shares; 2025Q3: 1,687 shares; 2025Q4: 1,600 shares; 2026Q1: 1,586 shares 1,586 $72.6K <0.01% -14 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,477 shares; 2025Q1: 3,257 shares; 2025Q2: 998 shares; 2025Q3: 1,576 shares; 2025Q4: 1,579 shares; 2026Q1: 996 shares 996 $72.4K <0.01% -583 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 1,902 shares; 2025Q2: 1,254 shares; 2025Q3: 1,405 shares; 2025Q4: 1,608 shares; 2026Q1: 1,103 shares 1,103 $71.9K <0.01% -505 Timeline FTXL 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: 479 shares; 2025Q1: 479 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $70.9K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,526 shares; 2025Q1: 8,195 shares; 2025Q2: 11,585 shares; 2025Q3: 13,781 shares; 2025Q4: 9,532 shares; 2026Q1: 3,103 shares 3,103 $70.7K <0.01% -6,429 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,501 shares; 2025Q1: 1,444 shares; 2025Q2: 1,481 shares; 2025Q3: 1,428 shares; 2025Q4: 1,341 shares; 2026Q1: 1,322 shares 1,322 $70.6K <0.01% -19 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 306 shares; 2025Q2: 308 shares; 2025Q3: 315 shares; 2025Q4: 333 shares; 2026Q1: 350 shares 350 $70.6K <0.01% +17 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: 1,320 shares; 2024Q4: 828 shares; 2025Q1: 1,320 shares; 2025Q2: 820 shares; 2025Q3: 830 shares; 2025Q4: 867 shares; 2026Q1: 855 shares 855 $70.5K <0.01% -12 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 824 shares; 2025Q2: 3,388 shares; 2025Q3: 3,586 shares; 2025Q4: 3,723 shares; 2026Q1: 4,221 shares 4,221 $70.4K <0.01% +498 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $70.3K <0.01% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,096 shares; 2025Q3: 1,335 shares; 2025Q4: 1,093 shares; 2026Q1: 1,077 shares 1,077 $70.1K <0.01% -16 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,457 shares; 2025Q1: 4,283 shares; 2025Q2: 4,863 shares; 2025Q3: 4,680 shares; 2025Q4: 3,802 shares; 2026Q1: 4,062 shares 4,062 $70K <0.01% +260 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,157 shares; 2026Q1: 7,157 shares 7,157 $69.9K <0.01% 0 Timeline NFXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares 2,325 $69.9K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,637 shares; 2024Q4: 23,268 shares; 2025Q1: 23,268 shares; 2025Q2: 14,918 shares; 2025Q3: 15,335 shares; 2025Q4: 14,918 shares; 2026Q1: 14,918 shares 14,918 $69.1K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 824 shares; 2025Q1: 6,259 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares 2,215 $67.5K <0.01% 0 Timeline QYLD 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: 9,600 shares; 2024Q4: 11,625 shares; 2025Q1: 4,938 shares; 2025Q2: 8,000 shares; 2025Q3: 4,627 shares; 2025Q4: 7,914 shares; 2026Q1: 3,916 shares 3,916 $67.2K <0.01% -3,998 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 12,911 shares; 2025Q1: 11,776 shares; 2025Q2: 687 shares; 2025Q3: 791 shares; 2025Q4: 154 shares; 2026Q1: 155 shares 155 $67.1K <0.01% +1 Timeline GDXU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 800 shares; 2025Q3: 1,457 shares; 2025Q4: 450 shares; 2026Q1: 333 shares 333 $67.1K <0.01% -117 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 775 shares; 2025Q1: 779 shares; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 328 shares 328 $66.9K <0.01% -20 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,131 shares; 2025Q3: 1,132 shares; 2025Q4: 8,537 shares; 2026Q1: 8,252 shares 8,252 $66.7K <0.01% -285 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 475 shares; 2025Q4: 481 shares; 2026Q1: 472 shares 472 $66.6K <0.01% -9 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $66.3K <0.01% 0 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: 380 shares; 2024Q4: 205 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 202 shares; 2026Q1: 200 shares 200 $66.2K <0.01% -2 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: not reported; 2024Q4: 449 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 436 shares; 2025Q4: 413 shares; 2026Q1: 414 shares 414 $65.4K <0.01% +1 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 6,629 shares; 2025Q3: 6,614 shares; 2025Q4: 769 shares; 2026Q1: 770 shares 770 $65.3K <0.01% +1 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,073 shares; 2025Q1: 1,010 shares; 2025Q2: 909 shares; 2025Q3: 1,246 shares; 2025Q4: 1,240 shares; 2026Q1: 796 shares 796 $65.2K <0.01% -444 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,825 shares; 2025Q1: 1,802 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 939 shares; 2026Q1: 938 shares 938 $64.9K <0.01% -1 Timeline CPSO 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: 2,401 shares; 2026Q1: 2,401 shares 2,401 $64.8K <0.01% 0 Timeline ZOCT 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: 1,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares 2,420 $64.7K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 798 shares; 2025Q1: 580 shares; 2025Q2: 597 shares; 2025Q3: 582 shares; 2025Q4: 800 shares; 2026Q1: 1,333 shares 1,333 $64.6K <0.01% +533 Timeline IBHG 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: 27,824 shares; 2025Q2: not reported; 2025Q3: 5,947 shares; 2025Q4: 16,413 shares; 2026Q1: 2,907 shares 2,907 $64.3K <0.01% -13,506 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,574 shares; 2025Q1: 5,565 shares; 2025Q2: 5,455 shares; 2025Q3: 6,510 shares; 2025Q4: 5,911 shares; 2026Q1: 4,750 shares 4,750 $64.2K <0.01% -1,161 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,523 shares; 2025Q1: 1,532 shares; 2025Q2: 284 shares; 2025Q3: 158 shares; 2025Q4: 517 shares; 2026Q1: 739 shares 739 $64.1K <0.01% +222 Timeline SCHV 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: 11,907 shares; 2024Q4: 36,260 shares; 2025Q1: 17,196 shares; 2025Q2: 1,830 shares; 2025Q3: 1,829 shares; 2025Q4: 2,108 shares; 2026Q1: 2,096 shares 2,096 $63.9K <0.01% -12 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,063 shares; 2025Q1: 1,103 shares; 2025Q2: 601 shares; 2025Q3: 610 shares; 2025Q4: 516 shares; 2026Q1: 484 shares 484 $63.5K <0.01% -32 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares 2,790 $62.4K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 140 shares; 2025Q1: 640 shares; 2025Q2: 140 shares; 2025Q3: 141 shares; 2025Q4: 437 shares; 2026Q1: 938 shares 938 $62.2K <0.01% +501 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 202 shares; 2025Q1: 277 shares; 2025Q2: 295 shares; 2025Q3: 20,964 shares; 2025Q4: 448 shares; 2026Q1: 353 shares 353 $62K <0.01% -95 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 2,435 shares; 2025Q1: 544 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 546 shares; 2026Q1: 424 shares 424 $62K <0.01% -122 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,540 shares; 2025Q3: 2,300 shares; 2025Q4: 2,304 shares; 2026Q1: 2,309 shares 2,309 $61.2K <0.01% +5 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares 2,993 $60.9K <0.01% 0 Timeline EUFN 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: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $60.8K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,953 shares; 2025Q2: 13,953 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares; 2026Q1: 1,650 shares 1,650 $60.7K <0.01% -12,150 Timeline IBHH 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: 10,798 shares; 2026Q1: 2,580 shares 2,580 $60.6K <0.01% -8,218 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 225 shares; 2025Q1: 240 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 11,325 shares; 2026Q1: 168 shares 168 $60.5K <0.01% -11,157 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 167 shares; 2025Q1: 169 shares; 2025Q2: 171 shares; 2025Q3: 173 shares; 2025Q4: 676 shares; 2026Q1: 679 shares 679 $60.4K <0.01% +3 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: 1,534 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 509 shares 509 $60.2K <0.01% +1 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: 99 shares; 2024Q4: 108 shares; 2025Q1: 84 shares; 2025Q2: 88 shares; 2025Q3: 131 shares; 2025Q4: 392 shares; 2026Q1: 429 shares 429 $60.2K <0.01% +37 Timeline FSTA 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: 1,049 shares; 2024Q4: 1,011 shares; 2025Q1: 1,012 shares; 2025Q2: 1,144 shares; 2025Q3: 1,154 shares; 2025Q4: 1,171 shares; 2026Q1: 1,147 shares 1,147 $60K <0.01% -24 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,299 shares; 2025Q1: 1,231 shares; 2025Q2: 1,419 shares; 2025Q3: 698 shares; 2025Q4: 705 shares; 2026Q1: 778 shares 778 $60K <0.01% +73 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares 1,107 $59.9K <0.01% new Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,337 shares; 2025Q1: 1,287 shares; 2025Q2: 1,123 shares; 2025Q3: 1,293 shares; 2025Q4: 1,397 shares; 2026Q1: 1,409 shares 1,409 $59.9K <0.01% +12 Timeline EQAL 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: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $59.8K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $59.7K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,884 shares; 2025Q1: 2,118 shares; 2025Q2: 1,339 shares; 2025Q3: 1,542 shares; 2025Q4: 1,506 shares; 2026Q1: 286 shares 286 $59.4K <0.01% -1,220 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: 2,539 shares; 2024Q4: 2,539 shares; 2025Q1: 2,539 shares; 2025Q2: 2,539 shares; 2025Q3: 1,839 shares; 2025Q4: 3,400 shares; 2026Q1: 5,735 shares 5,735 $59.1K <0.01% +2,335 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $58.5K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 2,703 shares; 2025Q1: 2,762 shares; 2025Q2: 2,627 shares; 2025Q3: 1,673 shares; 2025Q4: 872 shares; 2026Q1: 729 shares 729 $58.4K <0.01% -143 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,164 shares; 2026Q1: 622 shares 622 $58.4K <0.01% -3,542 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,919 shares; 2026Q1: 2,919 shares 2,919 $58.3K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 250 shares; 2025Q1: 251 shares; 2025Q2: 294 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 187 shares 187 $58.2K <0.01% +96 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,225 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $57.9K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,053 shares 6,053 $57.4K <0.01% +53 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 417 shares; 2025Q1: 7,345 shares; 2025Q2: 607 shares; 2025Q3: 612 shares; 2025Q4: 300 shares; 2026Q1: 483 shares 483 $56.8K <0.01% +183 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 908 shares; 2025Q1: 717 shares; 2025Q2: 497 shares; 2025Q3: 557 shares; 2025Q4: 479 shares; 2026Q1: 492 shares 492 $56.8K <0.01% +13 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 253 shares; 2025Q1: 21,333 shares; 2025Q2: 12,961 shares; 2025Q3: 227 shares; 2025Q4: 231 shares; 2026Q1: 227 shares 227 $56.3K <0.01% -4 Timeline VLUE 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: 2,769 shares; 2024Q4: 3,290 shares; 2025Q1: 3,509 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $56.2K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 453 shares; 2025Q1: 462 shares; 2025Q2: 289 shares; 2025Q3: 270 shares; 2025Q4: 197 shares; 2026Q1: 192 shares 192 $56.2K <0.01% -5 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,198 shares; 2026Q1: 2,198 shares 2,198 $56K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,201 shares; 2025Q1: 3,367 shares; 2025Q2: 1,594 shares; 2025Q3: 1,432 shares; 2025Q4: 3,787 shares; 2026Q1: 786 shares 786 $56K <0.01% -3,001 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares; 2026Q1: 4,537 shares 4,537 $55.7K <0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: 630 shares 630 $55.4K <0.01% +93 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 158 shares; 2025Q1: 180 shares; 2025Q2: 83 shares; 2025Q3: 92 shares; 2025Q4: 82 shares; 2026Q1: 71 shares 71 $54.9K <0.01% -11 Timeline EXI 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $54.3K <0.01% 0 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: 2,869 shares; 2024Q4: 3,109 shares; 2025Q1: 3,012 shares; 2025Q2: 3,083 shares; 2025Q3: 3,344 shares; 2025Q4: 2,874 shares; 2026Q1: 2,831 shares 2,831 $54.2K <0.01% -43 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,311 shares; 2025Q1: 7,501 shares; 2025Q2: 4,479 shares; 2025Q3: 5,080 shares; 2025Q4: 4,481 shares; 2026Q1: 4,482 shares 4,482 $54K <0.01% +1 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,612 shares; 2025Q1: 73 shares; 2025Q2: 4,573 shares; 2025Q3: 7,986 shares; 2025Q4: 7,873 shares; 2026Q1: 4,973 shares 4,973 $53.9K <0.01% -2,900 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 6,808 shares; 2025Q1: 6,894 shares; 2025Q2: 7,044 shares; 2025Q3: 1,486 shares; 2025Q4: 1,200 shares; 2026Q1: 3,575 shares 3,575 $53.8K <0.01% +2,375 Timeline AIVI 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: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $53.6K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 393 shares; 2025Q3: 382 shares; 2025Q4: 700 shares; 2026Q1: 1,000 shares 1,000 $53.5K <0.01% +300 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $53.4K <0.01% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,825 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,672 shares; 2026Q1: 1,050 shares 1,050 $53.3K <0.01% -1,622 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,654 shares; 2025Q2: 354 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $53.1K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,200 shares; 2025Q1: 750 shares; 2025Q2: 5,315 shares; 2025Q3: 3,810 shares; 2025Q4: 1,700 shares; 2026Q1: 2,000 shares 2,000 $53K <0.01% +300 Timeline APRP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $52.9K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,060 shares; 2025Q1: 652 shares; 2025Q2: 591 shares; 2025Q3: 1,633 shares; 2025Q4: 1,113 shares; 2026Q1: 1,060 shares 1,060 $52.8K <0.01% -53 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 416 shares; 2025Q3: 419 shares; 2025Q4: 395 shares; 2026Q1: 442 shares 442 $52.2K <0.01% +47 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $52.1K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 475 shares; 2025Q1: 2,080 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $52.1K <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,864 shares; 2025Q1: 1,624 shares; 2025Q2: 516 shares; 2025Q3: 824 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $52.1K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 69 shares; 2025Q2: 547 shares; 2025Q3: 251 shares; 2025Q4: 131 shares; 2026Q1: 270 shares 270 $51.8K <0.01% +139 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 262 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 302 shares; 2026Q1: 601 shares 601 $51.7K <0.01% +299 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,160 shares; 2025Q3: 898 shares; 2025Q4: 805 shares; 2026Q1: 704 shares 704 $51.7K <0.01% -101 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 1,134 shares; 2025Q3: 1,031 shares; 2025Q4: 1,266 shares; 2026Q1: 1,054 shares 1,054 $51.6K <0.01% -212 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 10,057 shares; 2025Q3: 10,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $51.5K <0.01% 0 Timeline AMLP 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: 5,582 shares; 2024Q4: 5,048 shares; 2025Q1: 5,115 shares; 2025Q2: 4,732 shares; 2025Q3: 970 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $51.1K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 721 shares; 2025Q1: 684 shares; 2025Q2: 466 shares; 2025Q3: 519 shares; 2025Q4: 461 shares; 2026Q1: 325 shares 325 $51K <0.01% -136 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 751 shares; 2025Q2: 729 shares; 2025Q3: 913 shares; 2025Q4: 626 shares; 2026Q1: 456 shares 456 $50.3K <0.01% -170 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: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,780 shares; 2025Q3: 441 shares; 2025Q4: 1,508 shares; 2026Q1: 444 shares 444 $49.7K <0.01% -1,064 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850 $49.7K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 250 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 280 shares 280 $49.1K <0.01% +26 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 94 shares 94 $49K <0.01% -20 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,767 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 17,847 shares; 2025Q3: 17,767 shares; 2025Q4: 17,767 shares; 2026Q1: 17,767 shares 17,767 $48.7K <0.01% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,948 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $48.5K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 6,433 shares; 2025Q2: 5,533 shares; 2025Q3: 5,733 shares; 2025Q4: 3,733 shares; 2026Q1: 3,733 shares 3,733 $48.3K <0.01% 0 Timeline PKB 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: 161 shares; 2024Q4: 815 shares; 2025Q1: 914 shares; 2025Q2: 855 shares; 2025Q3: 571 shares; 2025Q4: 595 shares; 2026Q1: 494 shares 494 $48.2K <0.01% -101 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,210 shares; 2025Q1: 4,727 shares; 2025Q2: 4,990 shares; 2025Q3: 4,807 shares; 2025Q4: 4,203 shares; 2026Q1: 315 shares 315 $48K <0.01% -3,888 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $48K <0.01% 0 Timeline FQAL 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: 2,428 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 660 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 660 shares 660 $47.9K <0.01% -148 Timeline URE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $47.7K <0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,306 shares; 2025Q3: 2,348 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares 2,389 $47K <0.01% 0 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: 404 shares; 2024Q4: 1,385 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 349 shares 349 $47K <0.01% -57 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 23,224 shares; 2025Q1: 5,417 shares; 2025Q2: 9,639 shares; 2025Q3: 437 shares; 2025Q4: 463 shares; 2026Q1: 925 shares 925 $47K <0.01% +462 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 1,185 shares; 2025Q1: 1,199 shares; 2025Q2: 376 shares; 2025Q3: 385 shares; 2025Q4: 477 shares; 2026Q1: 340 shares 340 $46.7K <0.01% -137 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 4,226 shares; 2025Q1: 2,627 shares; 2025Q2: 768 shares; 2025Q3: 860 shares; 2025Q4: 909 shares; 2026Q1: 436 shares 436 $46.6K <0.01% -473 Timeline TBLL 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: 42 shares; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 12 shares; 2025Q4: 225 shares; 2026Q1: 441 shares 441 $46.5K <0.01% +216 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 21,714 shares; 2025Q4: 19,236 shares; 2026Q1: 18,753 shares 18,753 $46.5K <0.01% -483 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 142 shares; 2025Q1: 1,281 shares; 2025Q2: 1,251 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,076 shares 1,076 $46.4K <0.01% -174 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,634 shares; 2025Q1: 2,956 shares; 2025Q2: 20 shares; 2025Q3: 17 shares; 2025Q4: 40 shares; 2026Q1: 394 shares 394 $46.3K <0.01% +354 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $45.7K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 200 shares 200 $45.7K <0.01% -2 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 133 shares; 2025Q3: 175 shares; 2025Q4: 185 shares; 2026Q1: 907 shares 907 $45.4K <0.01% +722 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 284 shares; 2025Q1: 49 shares; 2025Q2: 1,952 shares; 2025Q3: 1,234 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $45.4K <0.01% 0 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,911 shares; 2025Q1: 5,013 shares; 2025Q2: 5,111 shares; 2025Q3: 5,203 shares; 2025Q4: 5,312 shares; 2026Q1: 5,428 shares 5,428 $45.3K <0.01% +116 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 926 shares; 2025Q1: 707 shares; 2025Q2: 567 shares; 2025Q3: 569 shares; 2025Q4: 570 shares; 2026Q1: 572 shares 572 $45.2K <0.01% +2 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $45.1K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,953 shares; 2025Q1: 1,922 shares; 2025Q2: 1,490 shares; 2025Q3: 1,330 shares; 2025Q4: 252 shares; 2026Q1: 190 shares 190 $44.4K <0.01% -62 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,950 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $44.2K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,330 shares; 2024Q4: 1,052 shares; 2025Q1: 879 shares; 2025Q2: 684 shares; 2025Q3: 682 shares; 2025Q4: 28,093 shares; 2026Q1: 688 shares 688 $44.2K <0.01% -27,405 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 7,218 shares; 2025Q1: 7,119 shares; 2025Q2: 6,302 shares; 2025Q3: 2,675 shares; 2025Q4: 903 shares; 2026Q1: 271 shares 271 $44.1K <0.01% -632 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 2,070 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 215 shares; 2026Q1: 216 shares 216 $44K <0.01% +1 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: 211 shares; 2025Q4: 228 shares; 2026Q1: 212 shares 212 $43.8K <0.01% -16 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,627 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,771 shares; 2026Q1: 1,771 shares 1,771 $43.7K <0.01% 0 Timeline ILCG 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: 509 shares; 2025Q4: 630 shares; 2026Q1: 455 shares 455 $43.4K <0.01% -175 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: 384 shares; 2024Q4: 370 shares; 2025Q1: 363 shares; 2025Q2: 300 shares; 2025Q3: 424 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $43.4K <0.01% 0 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 615 shares; 2026Q1: 835 shares 835 $43.4K <0.01% +220 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,605 shares; 2025Q1: 3,705 shares; 2025Q2: 3,805 shares; 2025Q3: 4,639 shares; 2025Q4: 7,506 shares; 2026Q1: 7,611 shares 7,611 $43.4K <0.01% +105 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 16,500 shares; 2025Q1: 13,850 shares; 2025Q2: 14,536 shares; 2025Q3: 6,946 shares; 2025Q4: 9,706 shares; 2026Q1: 8,362 shares 8,362 $43.2K <0.01% -1,344 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,763 shares; 2025Q1: 9,763 shares; 2025Q2: 8,431 shares; 2025Q3: 6,431 shares; 2025Q4: 5,598 shares; 2026Q1: 5,598 shares 5,598 $42.9K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 709 shares; 2025Q1: 1,026 shares; 2025Q2: 659 shares; 2025Q3: 524 shares; 2025Q4: 282 shares; 2026Q1: 437 shares 437 $42.5K <0.01% +155 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 564 shares; 2025Q2: 381 shares; 2025Q3: 357 shares; 2025Q4: 115 shares; 2026Q1: 537 shares 537 $42.2K <0.01% +422 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,876 shares; 2025Q1: 7,205 shares; 2025Q2: 7,473 shares; 2025Q3: 7,746 shares; 2025Q4: 7,950 shares; 2026Q1: 8,274 shares 8,274 $42.2K <0.01% +324 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: 1,334 shares; 2024Q4: 1,336 shares; 2025Q1: 1,744 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 905 shares; 2026Q1: 863 shares 863 $42.1K <0.01% -42 Timeline SPHY 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: 15,291 shares; 2024Q4: 19,606 shares; 2025Q1: 19,206 shares; 2025Q2: 19,206 shares; 2025Q3: 11,986 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares 1,801 $42K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 160 shares; 2025Q1: 219 shares; 2025Q2: 196 shares; 2025Q3: 240 shares; 2025Q4: 235 shares; 2026Q1: 226 shares 226 $41.8K <0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 518 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 831 shares 831 $41.7K <0.01% +320 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $41.6K <0.01% 0 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: 681 shares; 2024Q4: 721 shares; 2025Q1: 681 shares; 2025Q2: 736 shares; 2025Q3: 689 shares; 2025Q4: 733 shares; 2026Q1: 694 shares 694 $41.6K <0.01% -39 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 3,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,497 shares; 2025Q3: 5,500 shares; 2025Q4: 6,560 shares; 2026Q1: 5,500 shares 5,500 $41.5K <0.01% -1,060 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares 1,395 $41.3K <0.01% 0 Timeline EIPI 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: 1,832 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $41.2K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 1,971 shares; 2025Q3: 2,181 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares 1,971 $41.2K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,150 shares; 2025Q1: 1,148 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 579 shares; 2026Q1: 576 shares 576 $40.9K <0.01% -3 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 13,141 shares; 2025Q1: 12,941 shares; 2025Q2: 353 shares; 2025Q3: 356 shares; 2025Q4: 301 shares; 2026Q1: 296 shares 296 $40.3K <0.01% -5 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 1,202 shares; 2025Q1: 1,029 shares; 2025Q2: 142 shares; 2025Q3: 141 shares; 2025Q4: 112 shares; 2026Q1: 111 shares 111 $40.3K <0.01% -1 Timeline IYR 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: 4,968 shares; 2024Q4: 5,127 shares; 2025Q1: 2,211 shares; 2025Q2: 1,285 shares; 2025Q3: 1,562 shares; 2025Q4: 1,574 shares; 2026Q1: 426 shares 426 $40.3K <0.01% -1,148 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 203 shares; 2026Q1: 190 shares 190 $40.2K <0.01% -13 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,140 shares; 2025Q1: 3,753 shares; 2025Q2: 3,820 shares; 2025Q3: 3,789 shares; 2025Q4: 4,149 shares; 2026Q1: 4,014 shares 4,014 $40.2K <0.01% -135 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $40.1K <0.01% 0 Timeline DAX 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: 300 shares; 2025Q3: 550 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $40.1K <0.01% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 6,513 shares; 2025Q1: 6,006 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,137 shares; 2026Q1: 3,500 shares 3,500 $40K <0.01% +363 Timeline SCHE 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: 13,749 shares; 2024Q4: 14,932 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 1,404 shares; 2026Q1: 1,213 shares 1,213 $40K <0.01% -191 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,343 shares; 2025Q1: 3,312 shares; 2025Q2: 3,162 shares; 2025Q3: 3,132 shares; 2025Q4: 1,243 shares; 2026Q1: 1,013 shares 1,013 $39.7K <0.01% -230 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 622 shares; 2025Q1: 196 shares; 2025Q2: 135 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $39.6K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 2,390 shares; 2025Q1: 310 shares; 2025Q2: 4,051 shares; 2025Q3: 386 shares; 2025Q4: 505 shares; 2026Q1: 503 shares 503 $39.6K <0.01% -2 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,516 shares; 2024Q4: 41,548 shares; 2025Q1: 36,370 shares; 2025Q2: 22,913 shares; 2025Q3: 5,684 shares; 2025Q4: 4,825 shares; 2026Q1: 709 shares 709 $39.6K <0.01% -4,116 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 6,208 shares; 2025Q1: 5,694 shares; 2025Q2: 3,369 shares; 2025Q3: 3,380 shares; 2025Q4: 875 shares; 2026Q1: 873 shares 873 $39.5K <0.01% -2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,331 shares; 2024Q4: 17,601 shares; 2025Q1: 13,960 shares; 2025Q2: 1,186 shares; 2025Q3: 1,169 shares; 2025Q4: 1,275 shares; 2026Q1: 1,061 shares 1,061 $39.5K <0.01% -214 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,038 shares; 2025Q1: 2,156 shares; 2025Q2: 1,267 shares; 2025Q3: 1,063 shares; 2025Q4: 1,072 shares; 2026Q1: 1,032 shares 1,032 $39.4K <0.01% -40 Timeline ITRI ITRON INC More: the full row for ITRON 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: 173 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares 438 $39.3K <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: 83 shares; 2024Q4: 83 shares; 2025Q1: 1,109 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $39K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,306 shares; 2025Q1: 2,314 shares; 2025Q2: 302 shares; 2025Q3: 547 shares; 2025Q4: 821 shares; 2026Q1: 180 shares 180 $39K <0.01% -641 Timeline IBMP 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: 125,878 shares; 2024Q4: 128,491 shares; 2025Q1: 130,545 shares; 2025Q2: 94,355 shares; 2025Q3: 92,625 shares; 2025Q4: 4,394 shares; 2026Q1: 1,527 shares 1,527 $38.8K <0.01% -2,867 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,867 shares; 2024Q4: 28,598 shares; 2025Q1: 515 shares; 2025Q2: 123 shares; 2025Q3: 85 shares; 2025Q4: 79 shares; 2026Q1: 197 shares 197 $38.5K <0.01% +118 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,859 shares; 2025Q1: 1,879 shares; 2025Q2: 1,907 shares; 2025Q3: 1,709 shares; 2025Q4: 1,973 shares; 2026Q1: 1,998 shares 1,998 $38.4K <0.01% +25 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 1,010 shares; 2025Q3: 744 shares; 2025Q4: 594 shares; 2026Q1: 794 shares 794 $38.3K <0.01% +200 Timeline IDGT 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: 340 shares; 2025Q4: 340 shares; 2026Q1: 390 shares 390 $38.1K <0.01% +50 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 511 shares; 2025Q1: 502 shares; 2025Q2: 515 shares; 2025Q3: 516 shares; 2025Q4: 312 shares; 2026Q1: 314 shares 314 $38K <0.01% +2 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 117 shares; 2025Q1: 278 shares; 2025Q2: 49 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 201 shares 201 $38K <0.01% +133 Timeline TAN 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: 2,735 shares; 2024Q4: 1,619 shares; 2025Q1: 1,710 shares; 2025Q2: 1,434 shares; 2025Q3: 1,393 shares; 2025Q4: 111,628 shares; 2026Q1: 677 shares 677 $37.7K <0.01% -110,951 Timeline COHN COHEN & CO INC NEW More: the full row for COHEN & CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 2,500 shares 2,500 $37.7K <0.01% -2,000 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: 700 shares; 2024Q4: 200 shares; 2025Q1: 637 shares; 2025Q2: 7,328 shares; 2025Q3: 1,310 shares; 2025Q4: 935 shares; 2026Q1: 530 shares 530 $37.4K <0.01% -405 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $37.3K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 138 shares; 2025Q1: 132 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 174 shares; 2026Q1: 167 shares 167 $36.9K <0.01% -7 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $36.8K <0.01% 0 Timeline SVXY 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: 2,401 shares; 2024Q4: 1,601 shares; 2025Q1: not reported; 2025Q2: 2,701 shares; 2025Q3: not reported; 2025Q4: 501 shares; 2026Q1: 801 shares 801 $36.7K <0.01% +300 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $36.6K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $36.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,727 shares; 2025Q1: 1,126 shares; 2025Q2: 894 shares; 2025Q3: 658 shares; 2025Q4: 314 shares; 2026Q1: 242 shares 242 $36.3K <0.01% -72 Timeline IMCG 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: 94 shares; 2024Q4: 94 shares; 2025Q1: 169 shares; 2025Q2: 91 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 458 shares 458 $36.1K <0.01% +360 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $36K <0.01% 0 Timeline DXJ 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: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 210 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $36K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 2,216 shares; 2025Q1: 32,894 shares; 2025Q2: 653 shares; 2025Q3: 707 shares; 2025Q4: 627 shares; 2026Q1: 577 shares 577 $35.7K <0.01% -50 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 605 shares; 2025Q1: 420 shares; 2025Q2: 363 shares; 2025Q3: 358 shares; 2025Q4: 364 shares; 2026Q1: 514 shares 514 $35.6K <0.01% +150 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 9,500 shares; 2025Q3: 4,500 shares; 2025Q4: 10,879 shares; 2026Q1: 11,879 shares 11,879 $35.6K <0.01% +1,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 649 shares; 2025Q1: 909 shares; 2025Q2: 1,040 shares; 2025Q3: 345 shares; 2025Q4: 338 shares; 2026Q1: 282 shares 282 $35.6K <0.01% -56 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares; 2025Q4: 928 shares; 2026Q1: 841 shares 841 $35.6K <0.01% -87 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $35.5K <0.01% new 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: 21,099 shares; 2024Q4: 1,166 shares; 2025Q1: 563 shares; 2025Q2: 277 shares; 2025Q3: 268 shares; 2025Q4: 573 shares; 2026Q1: 559 shares 559 $35.1K <0.01% -14 Timeline PFM 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: 672 shares; 2024Q4: 674 shares; 2025Q1: 676 shares; 2025Q2: 679 shares; 2025Q3: 681 shares; 2025Q4: 683 shares; 2026Q1: 686 shares 686 $35K <0.01% +3 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,245 shares; 2025Q1: 2,219 shares; 2025Q2: 2,006 shares; 2025Q3: 1,788 shares; 2025Q4: 1,754 shares; 2026Q1: 1,740 shares 1,740 $34.9K <0.01% -14 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,969 shares; 2025Q1: 2,074 shares; 2025Q2: 1,037 shares; 2025Q3: 1,027 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $34.8K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 152 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 150 shares; 2025Q4: 176 shares; 2026Q1: 161 shares 161 $34.8K <0.01% -15 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 123 shares; 2025Q4: 80 shares; 2026Q1: 200 shares 200 $34.7K <0.01% +120 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 10,379 shares; 2025Q1: 10,645 shares; 2025Q2: 5,994 shares; 2025Q3: 4,442 shares; 2025Q4: 1,470 shares; 2026Q1: 1,152 shares 1,152 $34.7K <0.01% -318 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 100 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $34.7K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 158 shares; 2025Q1: 176 shares; 2025Q2: 2,061 shares; 2025Q3: 1,346 shares; 2025Q4: 1,265 shares; 2026Q1: 377 shares 377 $34.3K <0.01% -888 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 962 shares; 2025Q1: 690 shares; 2025Q2: 1,090 shares; 2025Q3: 1,190 shares; 2025Q4: 1,556 shares; 2026Q1: 1,181 shares 1,181 $34K <0.01% -375 Timeline HYMB 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: 342 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 323 shares; 2025Q3: 489 shares; 2025Q4: 169 shares; 2026Q1: 1,366 shares 1,366 $33.9K <0.01% +1,197 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares 4,660 $33.8K <0.01% 0 Timeline PSIL ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,489 shares; 2025Q2: 2,491 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $33.8K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 143,468 shares; 2025Q1: 3,292 shares; 2025Q2: 5,290 shares; 2025Q3: 2,633 shares; 2025Q4: 2,666 shares; 2026Q1: 1,754 shares 1,754 $33.7K <0.01% -912 Timeline CGMU 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: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $33.3K <0.01% 0 Timeline FLTR 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $33K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 95 shares; 2025Q1: 549 shares; 2025Q2: 725 shares; 2025Q3: 531 shares; 2025Q4: 537 shares; 2026Q1: 542 shares 542 $32.9K <0.01% +5 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,125 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $32.6K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 707 shares; 2025Q2: 303 shares; 2025Q3: 305 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $32.4K <0.01% 0 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 512 shares; 2026Q1: 513 shares 513 $32.4K <0.01% +1 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 317 shares; 2026Q1: 353 shares 353 $32.3K <0.01% +36 Timeline EMC 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: 1,025 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares; 2026Q1: 1,040 shares 1,040 $32.1K <0.01% +4 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 221 shares; 2025Q1: 149 shares; 2025Q2: 344 shares; 2025Q3: 23,720 shares; 2025Q4: 27,515 shares; 2026Q1: 162 shares 162 $32K <0.01% -27,353 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,010 shares; 2025Q1: 23,423 shares; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 4,000 shares; 2026Q1: 6,000 shares 6,000 $31.9K <0.01% +2,000 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,366 shares; 2025Q1: 4,146 shares; 2025Q2: 4,042 shares; 2025Q3: 2,606 shares; 2025Q4: 829 shares; 2026Q1: 846 shares 846 $31.8K <0.01% +17 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,892 shares; 2025Q1: 6,002 shares; 2025Q2: 6,115 shares; 2025Q3: 1,967 shares; 2025Q4: 1,575 shares; 2026Q1: 1,607 shares 1,607 $31.7K <0.01% +32 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 203 shares; 2026Q1: 178 shares 178 $31.7K <0.01% -25 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,193 shares; 2025Q1: 864 shares; 2025Q2: 686 shares; 2025Q3: 383 shares; 2025Q4: 388 shares; 2026Q1: 350 shares 350 $31.6K <0.01% -38 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: 2,087 shares; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 3,272 shares; 2025Q4: 3,172 shares; 2026Q1: 3,122 shares 3,122 $31.3K <0.01% -50 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 210 shares; 2025Q1: 482 shares; 2025Q2: 7,476 shares; 2025Q3: 10,912 shares; 2025Q4: 4,349 shares; 2026Q1: 3,349 shares 3,349 $31.2K <0.01% -1,000 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 351 shares; 2025Q1: 632 shares; 2025Q2: 928 shares; 2025Q3: 918 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $31.1K <0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 216 shares; 2025Q1: 358 shares; 2025Q2: 384 shares; 2025Q3: 395 shares; 2025Q4: 429 shares; 2026Q1: 432 shares 432 $31K <0.01% +3 Timeline IGM 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: 2,156 shares; 2024Q4: 2,841 shares; 2025Q1: 3,319 shares; 2025Q2: 3,065 shares; 2025Q3: 3,505 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $30.9K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 263 shares; 2025Q3: 50 shares; 2025Q4: 1,000 shares; 2026Q1: 1,050 shares 1,050 $30.9K <0.01% +50 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,906 shares; 2025Q1: 1,960 shares; 2025Q2: 1,020 shares; 2025Q3: 790 shares; 2025Q4: 155 shares; 2026Q1: 91 shares 91 $30.5K <0.01% -64 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,106 shares; 2025Q2: 591 shares; 2025Q3: 609 shares; 2025Q4: 1,166 shares; 2026Q1: 1,164 shares 1,164 $30.4K <0.01% -2 Timeline EURL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 700 shares; 2026Q1: 800 shares 800 $30.2K <0.01% +100 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 9 shares; 2026Q1: 399 shares 399 $30.2K <0.01% +390 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,097 shares; 2025Q1: 2,339 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 546 shares; 2026Q1: 604 shares 604 $30.2K <0.01% +58 Timeline LGLV 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $29.9K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $29.9K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,035 shares; 2025Q2: 518 shares; 2025Q3: 294 shares; 2025Q4: 246 shares; 2026Q1: 244 shares 244 $29.9K <0.01% -2 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: 6,342 shares; 2024Q4: 5,300 shares; 2025Q1: 4,891 shares; 2025Q2: 269 shares; 2025Q3: 267 shares; 2025Q4: 269 shares; 2026Q1: 270 shares 270 $29.7K <0.01% +1 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 286 shares; 2025Q2: 507 shares; 2025Q3: 1,020 shares; 2025Q4: 633 shares; 2026Q1: 220 shares 220 $29.7K <0.01% -413 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 663 shares; 2025Q2: 637 shares; 2025Q3: 639 shares; 2025Q4: 837 shares; 2026Q1: 635 shares 635 $29.6K <0.01% -202 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 361 shares; 2025Q1: 170 shares; 2025Q2: 53 shares; 2025Q3: 148 shares; 2025Q4: 103 shares; 2026Q1: 156 shares 156 $29.6K <0.01% +53 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105 $29.5K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 4,190 shares; 2025Q1: 554 shares; 2025Q2: 66 shares; 2025Q3: 3,093 shares; 2025Q4: 3,103 shares; 2026Q1: 54 shares 54 $29.1K <0.01% -3,049 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 115 shares; 2025Q1: 2,115 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $29K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares 5,670 $28.9K <0.01% 0 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $28.9K <0.01% 0 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $28.8K <0.01% 0 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: 2,624 shares; 2024Q4: 2,713 shares; 2025Q1: 2,634 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,649 shares; 2026Q1: 2,535 shares 2,535 $28.6K <0.01% -114 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares 825 $28.1K <0.01% new Timeline AJUL 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: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962 $27.9K <0.01% 0 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: not reported; 2024Q4: 5,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $27.9K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 560 shares; 2025Q4: 510 shares; 2026Q1: 374 shares 374 $27.8K <0.01% -136 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 6,518 shares; 2025Q1: 6,340 shares; 2025Q2: 251 shares; 2025Q3: 293 shares; 2025Q4: 273 shares; 2026Q1: 296 shares 296 $27.6K <0.01% +23 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 964 shares; 2025Q2: 685 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $27.3K <0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,820 shares; 2025Q1: 1,836 shares; 2025Q2: 1,851 shares; 2025Q3: 1,870 shares; 2025Q4: 1,885 shares; 2026Q1: 1,901 shares 1,901 $27.2K <0.01% +16 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 57 shares 57 $27.2K <0.01% new Timeline ARKX ARK ETF TR More: the full row for ARK 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: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $26.9K <0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 1,982 shares; 2025Q2: 2,599 shares; 2025Q3: 2,349 shares; 2025Q4: 488 shares; 2026Q1: 303 shares 303 $26.8K <0.01% -185 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to 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: 3,572 shares; 2026Q1: 3,660 shares 3,660 $26.6K <0.01% +88 Timeline URA 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: 1,200 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 550 shares 550 $26.6K <0.01% +300 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,994 shares; 2025Q1: 5,244 shares; 2025Q2: 4,544 shares; 2025Q3: 3,690 shares; 2025Q4: 1,561 shares; 2026Q1: 880 shares 880 $26.5K <0.01% -681 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 365 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $26.5K <0.01% 0 Timeline GJAN 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: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $26.2K <0.01% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $26.2K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 16,258 shares; 2025Q1: 16,258 shares; 2025Q2: 3,931 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares; 2026Q1: 3,821 shares 3,821 $26.1K <0.01% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 391 shares 391 $26.1K <0.01% +118 Timeline DOCT 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: 14,354 shares; 2024Q4: 29,359 shares; 2025Q1: 26,134 shares; 2025Q2: 17,281 shares; 2025Q3: 14,826 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $26K <0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 439 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $26K <0.01% 0 Timeline KBWY 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: 5,501 shares; 2024Q4: 1,701 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares 1,701 $26K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,417 shares; 2025Q1: 251 shares; 2025Q2: 281 shares; 2025Q3: 251 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $26K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $25.9K <0.01% new 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: 13,024 shares; 2024Q4: 1,145 shares; 2025Q1: 954 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $25.9K <0.01% 0 Timeline SLYG 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: 45,260 shares; 2024Q4: 42,746 shares; 2025Q1: 1,208 shares; 2025Q2: 296 shares; 2025Q3: 265 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $25.9K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $25.5K <0.01% 0 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: 749 shares; 2024Q4: 631 shares; 2025Q1: 661 shares; 2025Q2: 668 shares; 2025Q3: 611 shares; 2025Q4: 270 shares; 2026Q1: 259 shares 259 $25.5K <0.01% -11 Timeline RWR 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $25.4K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $25.4K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,296 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $25.4K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 2,192 shares; 2025Q1: 476 shares; 2025Q2: 223 shares; 2025Q3: 222 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $25.3K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 780 shares; 2025Q1: 706 shares; 2025Q2: 277 shares; 2025Q3: 284 shares; 2025Q4: 251 shares; 2026Q1: 346 shares 346 $25.3K <0.01% +95 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 415 shares; 2025Q2: 341 shares; 2025Q3: 335 shares; 2025Q4: 270 shares; 2026Q1: 1,271 shares 1,271 $25.2K <0.01% +1,001 Timeline BAB 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: 1,732 shares; 2025Q1: 1,649 shares; 2025Q2: 1,375 shares; 2025Q3: 1,262 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $25.2K <0.01% 0 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: 1,597 shares; 2024Q4: 1,980 shares; 2025Q1: 1,298 shares; 2025Q2: 1,112 shares; 2025Q3: 1,084 shares; 2025Q4: 1,544 shares; 2026Q1: 1,433 shares 1,433 $25.2K <0.01% -111 Timeline FMF 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: 1,068 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 277 shares; 2026Q1: 495 shares 495 $25.1K <0.01% +218 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 543 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 551 shares; 2025Q4: 554 shares; 2026Q1: 557 shares 557 $24.9K <0.01% +3 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $24.9K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 630 shares; 2025Q1: 638 shares; 2025Q2: 451 shares; 2025Q3: 456 shares; 2025Q4: 758 shares; 2026Q1: 763 shares 763 $24.9K <0.01% +5 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 165 shares; 2025Q1: 272 shares; 2025Q2: 167 shares; 2025Q3: 171 shares; 2025Q4: 124 shares; 2026Q1: 126 shares 126 $24.9K <0.01% +2 Timeline FDEC 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 600 shares; 2026Q1: 500 shares 500 $24.9K <0.01% -100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 248 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 278 shares; 2025Q4: 289 shares; 2026Q1: 283 shares 283 $24.8K <0.01% -6 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: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,425 shares; 2025Q2: 1,117 shares; 2025Q3: 1,119 shares; 2025Q4: 420 shares; 2026Q1: 419 shares 419 $24.7K <0.01% -1 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 1,025 shares; 2025Q1: 429 shares; 2025Q2: 431 shares; 2025Q3: 430 shares; 2025Q4: 582 shares; 2026Q1: 326 shares 326 $24.7K <0.01% -256 Timeline AFLG 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: 640 shares 640 $24.7K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 406 shares; 2025Q1: 454 shares; 2025Q2: 1,778 shares; 2025Q3: 463 shares; 2025Q4: 419 shares; 2026Q1: 422 shares 422 $24.6K <0.01% +3 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283 shares 283 $24.6K <0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 251 shares; 2026Q1: 200 shares 200 $24.2K <0.01% -51 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares 200 $24.2K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 176 shares 176 $24.1K <0.01% +80 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES 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: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $24.1K <0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $24.1K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $24K <0.01% 0 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $23.9K <0.01% 0 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 743 shares 743 $23.7K <0.01% +169 Timeline FFEB 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $23.7K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $23.5K <0.01% 0 Timeline AFCG ADVANCED FLOWER CAP INC More: the full row for ADVANCED FLOWER CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 24,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,300 shares 8,300 $23.4K <0.01% -500 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 321 shares; 2025Q4: 332 shares; 2026Q1: 396 shares 396 $23.4K <0.01% +64 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 715 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $23.3K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,400 shares; 2025Q3: 3,150 shares; 2025Q4: 2,650 shares; 2026Q1: 3,650 shares 3,650 $23.3K <0.01% +1,000 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 361 shares; 2025Q1: 321 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $23.2K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: 1,641 shares; 2025Q2: 2,632 shares; 2025Q3: 1,403 shares; 2025Q4: 967 shares; 2026Q1: 1,073 shares 1,073 $23.2K <0.01% +106 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 1,772 shares; 2025Q1: 1,634 shares; 2025Q2: 2,664 shares; 2025Q3: 1,857 shares; 2025Q4: 1,055 shares; 2026Q1: 537 shares 537 $23.1K <0.01% -518 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 621 shares; 2026Q1: 618 shares 618 $22.6K <0.01% -3 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 345 shares; 2025Q4: 346 shares; 2026Q1: 245 shares 245 $22.6K <0.01% -101 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 257 shares; 2025Q3: 332 shares; 2025Q4: 436 shares; 2026Q1: 200 shares 200 $22.4K <0.01% -236 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO 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: 400 shares 400 $22.2K <0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 282 shares; 2025Q3: 179 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $22.2K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: 987 shares; 2025Q2: 871 shares; 2025Q3: 1,134 shares; 2025Q4: 1,055 shares; 2026Q1: 846 shares 846 $22.1K <0.01% -209 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: 751 shares; 2025Q1: 333 shares; 2025Q2: 315 shares; 2025Q3: 312 shares; 2025Q4: 316 shares; 2026Q1: 315 shares 315 $21.9K <0.01% -1 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: 493 shares; 2024Q4: 363 shares; 2025Q1: 276 shares; 2025Q2: 183 shares; 2025Q3: 182 shares; 2025Q4: 210 shares; 2026Q1: 183 shares 183 $21.9K <0.01% -27 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,870 shares; 2026Q1: 1,800 shares 1,800 $21.9K <0.01% -70 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 202 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 139 shares; 2025Q4: 129 shares; 2026Q1: 115 shares 115 $21.8K <0.01% -14 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 410 shares; 2025Q1: 244 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 232 shares; 2026Q1: 233 shares 233 $21.8K <0.01% +1 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $21.7K <0.01% 0 Timeline IVRS 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: 296 shares; 2025Q1: 821 shares; 2025Q2: 317 shares; 2025Q3: 217 shares; 2025Q4: 233 shares; 2026Q1: 757 shares 757 $21.7K <0.01% +524 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $21.7K <0.01% 0 Timeline DNOV 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: 33,786 shares; 2024Q4: 65,958 shares; 2025Q1: 61,218 shares; 2025Q2: 42,910 shares; 2025Q3: 32,002 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $21.6K <0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $21.5K <0.01% 0 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 2,089 shares; 2025Q1: 2,531 shares; 2025Q2: 2,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089 $21.4K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares 598 $21.2K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 5,600 shares; 2025Q4: 1,300 shares; 2026Q1: 5,600 shares 5,600 $21.1K <0.01% +4,300 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $21.1K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 97 shares; 2025Q1: 90 shares; 2025Q2: 81 shares; 2025Q3: 96 shares; 2025Q4: 81 shares; 2026Q1: 72 shares 72 $20.9K <0.01% -9 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 151 shares; 2025Q1: 132 shares; 2025Q2: 70 shares; 2025Q3: 128 shares; 2025Q4: 81 shares; 2026Q1: 116 shares 116 $20.9K <0.01% +35 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 328 shares; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 337 shares; 2026Q1: 353 shares 353 $20.8K <0.01% +16 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,616 shares; 2025Q1: 4,077 shares; 2025Q2: 3,813 shares; 2025Q3: 4,213 shares; 2025Q4: 2,103 shares; 2026Q1: 894 shares 894 $20.6K <0.01% -1,209 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 21,499 shares; 2025Q1: 3,420 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $20.5K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,278 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $20.5K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,595 shares; 2024Q4: 38,290 shares; 2025Q1: 2,433 shares; 2025Q2: 1,406 shares; 2025Q3: 1,476 shares; 2025Q4: 1,139 shares; 2026Q1: 248 shares 248 $20.4K <0.01% -891 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 2,996 shares; 2025Q1: 530 shares; 2025Q2: 544 shares; 2025Q3: 551 shares; 2025Q4: 558 shares; 2026Q1: 565 shares 565 $20.4K <0.01% +7 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,114 shares; 2025Q1: 683 shares; 2025Q2: 546 shares; 2025Q3: 8,102 shares; 2025Q4: 7,787 shares; 2026Q1: 503 shares 503 $20.3K <0.01% -7,284 Timeline RSPU 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 250 shares 250 $20.3K <0.01% -50 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to 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: 2,200 shares; 2026Q1: 2,200 shares 2,200 $20.3K <0.01% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE 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: 145 shares; 2025Q3: 272 shares; 2025Q4: 306 shares; 2026Q1: 172 shares 172 $20.1K <0.01% -134 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 174 shares; 2025Q2: 199 shares; 2025Q3: 185 shares; 2025Q4: 212 shares; 2026Q1: 237 shares 237 $20K <0.01% +25 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 115 shares 115 $20K <0.01% +15 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $19.9K <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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,489 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $19.9K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 870 shares; 2025Q1: 717 shares; 2025Q2: 599 shares; 2025Q3: 568 shares; 2025Q4: 475 shares; 2026Q1: 243 shares 243 $19.8K <0.01% -232 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 875 shares 875 $19.7K <0.01% +5 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 1,900 shares; 2026Q1: 700 shares 700 $19.6K <0.01% -1,200 Timeline ENFR 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: not reported; 2024Q4: 485 shares; 2025Q1: 490 shares; 2025Q2: 496 shares; 2025Q3: 502 shares; 2025Q4: 508 shares; 2026Q1: 514 shares 514 $19.6K <0.01% +6 Timeline FVAL 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: 113 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 281 shares 281 $19.5K <0.01% -3 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: 3,010 shares; 2024Q4: 3,741 shares; 2025Q1: 3,781 shares; 2025Q2: 1,677 shares; 2025Q3: 520 shares; 2025Q4: 2,064 shares; 2026Q1: 194 shares 194 $19.4K <0.01% -1,870 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 42 shares; 2025Q1: 47 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 4 shares; 2026Q1: 32 shares 32 $19.4K <0.01% +28 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to 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: 175 shares 175 $19.3K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 139 shares 139 $19.3K <0.01% +16 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 10,117 shares; 2025Q1: 10,212 shares; 2025Q2: 11,308 shares; 2025Q3: 6,884 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $19.3K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $19.3K <0.01% 0 Timeline SNPG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 417 shares; 2025Q1: 418 shares; 2025Q2: 480 shares; 2025Q3: 353 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $19.3K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.2K <0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 642 shares; 2025Q2: 427 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $19.2K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 10 shares 10 $19.1K <0.01% -8 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 1,937 shares; 2025Q3: 1,838 shares; 2025Q4: 6,242 shares; 2026Q1: 2,373 shares 2,373 $19.1K <0.01% -3,869 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 2,558 shares; 2026Q1: 1,535 shares 1,535 $19.1K <0.01% -1,023 Timeline ICOP 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: 825 shares; 2025Q1: 625 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $19K <0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $19K <0.01% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 200 shares; 2025Q3: 1,004 shares; 2025Q4: 1,020 shares; 2026Q1: 1,036 shares 1,036 $18.9K <0.01% +16 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 500 shares; 2025Q1: 419 shares; 2025Q2: 409 shares; 2025Q3: 390 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $18.9K <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: 670 shares; 2024Q4: 374 shares; 2025Q1: 873 shares; 2025Q2: 220 shares; 2025Q3: 188 shares; 2025Q4: 194 shares; 2026Q1: 182 shares 182 $18.8K <0.01% -12 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: 10,722 shares; 2024Q4: 12,025 shares; 2025Q1: 12,029 shares; 2025Q2: 12,656 shares; 2025Q3: 12,656 shares; 2025Q4: 606 shares; 2026Q1: 221 shares 221 $18.7K <0.01% -385 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 343 shares; 2025Q1: 332 shares; 2025Q2: 200 shares; 2025Q3: 238 shares; 2025Q4: 247 shares; 2026Q1: 286 shares 286 $18.7K <0.01% +39 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 79 shares; 2026Q1: 80 shares 80 $18.6K <0.01% +1 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 477 shares; 2025Q1: 54,103 shares; 2025Q2: 43,355 shares; 2025Q3: 446 shares; 2025Q4: 73,018 shares; 2026Q1: 303 shares 303 $18.6K <0.01% -72,715 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 863 shares; 2025Q1: 17,254 shares; 2025Q2: 511 shares; 2025Q3: 408 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $18.6K <0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,654 shares; 2025Q1: 11,654 shares; 2025Q2: 11,324 shares; 2025Q3: 8,977 shares; 2025Q4: 3,648 shares; 2026Q1: 2,248 shares 2,248 $18.5K <0.01% -1,400 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,385 shares; 2025Q1: 1,417 shares; 2025Q2: 1,449 shares; 2025Q3: 1,480 shares; 2025Q4: 1,510 shares; 2026Q1: 1,535 shares 1,535 $18.5K <0.01% +25 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 488 shares; 2025Q2: 432 shares; 2025Q3: 615 shares; 2025Q4: 453 shares; 2026Q1: 300 shares 300 $18.4K <0.01% -153 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 135 shares 135 $18.2K <0.01% -75 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,698 shares; 2025Q1: 1,165 shares; 2025Q2: 884 shares; 2025Q3: 647 shares; 2025Q4: 169 shares; 2026Q1: 491 shares 491 $18.2K <0.01% +322 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 52 shares; 2025Q3: 485 shares; 2025Q4: 38 shares; 2026Q1: 37 shares 37 $18.2K <0.01% -1 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18K <0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $18K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 45 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 135 shares; 2026Q1: 46 shares 46 $17.9K <0.01% -89 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,029 shares; 2025Q1: 1,021 shares; 2025Q2: 12 shares; 2025Q3: 293 shares; 2025Q4: 326 shares; 2026Q1: 238 shares 238 $17.9K <0.01% -88 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $17.9K <0.01% new Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 12,732 shares; 2025Q1: 12,867 shares; 2025Q2: not reported; 2025Q3: 12,656 shares; 2025Q4: 5,188 shares; 2026Q1: 4,954 shares 4,954 $17.9K <0.01% -234 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: 1,350 shares; 2024Q4: 1,353 shares; 2025Q1: 1,357 shares; 2025Q2: 1,361 shares; 2025Q3: 1,365 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $17.8K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 200 shares; 2025Q3: 1,084 shares; 2025Q4: 916 shares; 2026Q1: 334 shares 334 $17.7K <0.01% -582 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,109 shares; 2024Q4: 19,808 shares; 2025Q1: 19,641 shares; 2025Q2: 15,387 shares; 2025Q3: 222 shares; 2025Q4: 409 shares; 2026Q1: 352 shares 352 $17.6K <0.01% -57 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 126 shares; 2025Q1: 171 shares; 2025Q2: 148 shares; 2025Q3: 166 shares; 2025Q4: 159 shares; 2026Q1: 96 shares 96 $17.6K <0.01% -63 Timeline XYLD 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: 400 shares; 2024Q4: 849 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,084 shares; 2025Q4: 849 shares; 2026Q1: 449 shares 449 $17.6K <0.01% -400 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,843 shares; 2025Q1: 3,143 shares; 2025Q2: 2,290 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,145 shares 2,145 $17.5K <0.01% +15 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 242 shares; 2026Q1: 236 shares 236 $17.3K <0.01% -6 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,340 shares; 2025Q1: 1,634 shares; 2025Q2: 590 shares; 2025Q3: 398 shares; 2025Q4: 269 shares; 2026Q1: 267 shares 267 $17.3K <0.01% -2 Timeline DVLU FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $17.1K <0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,184 shares; 2025Q3: 686 shares; 2025Q4: 773 shares; 2026Q1: 773 shares 773 $17K <0.01% 0 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: 18,622 shares; 2024Q4: 1,228 shares; 2025Q1: 933 shares; 2025Q2: 310 shares; 2025Q3: 312 shares; 2025Q4: 197 shares; 2026Q1: 200 shares 200 $16.9K <0.01% +3 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 13,027 shares; 2025Q3: 12,272 shares; 2025Q4: 10,629 shares; 2026Q1: 1,009 shares 1,009 $16.9K <0.01% -9,620 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares 1,758 $16.9K <0.01% new Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $16.8K <0.01% 0 Timeline RYLD 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: 1,120 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 1,726 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $16.7K <0.01% 0 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 146 shares 146 $16.7K <0.01% -29 Timeline DRN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,902 shares; 2025Q3: 1,927 shares; 2025Q4: 1,938 shares; 2026Q1: 1,949 shares 1,949 $16.7K <0.01% +11 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $16.7K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 2,012 shares; 2025Q2: 1,913 shares; 2025Q3: 1,497 shares; 2025Q4: 888 shares; 2026Q1: 409 shares 409 $16.5K <0.01% -479 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 211 shares; 2025Q1: 210 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 262 shares; 2026Q1: 277 shares 277 $16.4K <0.01% +15 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 384 shares; 2025Q1: 390 shares; 2025Q2: 417 shares; 2025Q3: 405 shares; 2025Q4: 414 shares; 2026Q1: 422 shares 422 $16.4K <0.01% +8 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $16.4K <0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 479 shares; 2025Q2: 409 shares; 2025Q3: 491 shares; 2025Q4: 450 shares; 2026Q1: 348 shares 348 $16.4K <0.01% -102 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $16.3K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 558 shares; 2025Q1: 373 shares; 2025Q2: 366 shares; 2025Q3: 277 shares; 2025Q4: 132 shares; 2026Q1: 86 shares 86 $16.2K <0.01% -46 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to 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: 400 shares 400 $16.2K <0.01% new Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $16.2K <0.01% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 1,910 shares 1,910 $16.1K <0.01% +1,610 Timeline IEO 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: 235 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 127 shares 127 $15.8K <0.01% +1 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 14,040 shares; 2025Q1: 13,938 shares; 2025Q2: 9,016 shares; 2025Q3: 485 shares; 2025Q4: 57 shares; 2026Q1: 46 shares 46 $15.7K <0.01% -11 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 604 shares; 2025Q3: 611 shares; 2025Q4: 619 shares; 2026Q1: 626 shares 626 $15.7K <0.01% +7 Timeline SCHI 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: 229 shares; 2024Q4: 1,020 shares; 2025Q1: 1,029 shares; 2025Q2: 782 shares; 2025Q3: 792 shares; 2025Q4: 805 shares; 2026Q1: 691 shares 691 $15.7K <0.01% -114 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 10,565 shares; 2025Q1: 10,905 shares; 2025Q2: 10,361 shares; 2025Q3: 10,221 shares; 2025Q4: 4,312 shares; 2026Q1: 2,372 shares 2,372 $15.6K <0.01% -1,940 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 174 shares; 2025Q2: 605 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $15.6K <0.01% 0 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: 390 shares; 2024Q4: 400 shares; 2025Q1: 391 shares; 2025Q2: 1,258 shares; 2025Q3: 172 shares; 2025Q4: 261 shares; 2026Q1: 172 shares 172 $15.5K <0.01% -89 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 510 shares 510 $15.5K <0.01% +4 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 1,029 shares; 2025Q4: 215 shares; 2026Q1: 182 shares 182 $15.4K <0.01% -33 Timeline ICVT 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: 288 shares; 2024Q4: 452 shares; 2025Q1: 457 shares; 2025Q2: 242 shares; 2025Q3: 294 shares; 2025Q4: 310 shares; 2026Q1: 151 shares 151 $15.4K <0.01% -159 Timeline