MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,284 shares; 2025Q3: 4,576 shares; 2025Q4: 4,576 shares; 2026Q1: 4,576 shares 4,576 $208K <0.01% 0 Timeline DDEC 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: 4,941 shares; 2024Q4: 4,941 shares; 2025Q1: 4,941 shares; 2025Q2: 5,431 shares; 2025Q3: 5,431 shares; 2025Q4: 4,737 shares; 2026Q1: 4,699 shares 4,699 $208K <0.01% -38 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares 6,080 $208K <0.01% 0 Timeline XMLV 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: 3,064 shares; 2024Q4: 3,527 shares; 2025Q1: 3,407 shares; 2025Q2: 3,322 shares; 2025Q3: 8,279 shares; 2025Q4: 8,249 shares; 2026Q1: 3,294 shares 3,294 $207K <0.01% -4,955 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,428 shares; 2025Q1: 1,506 shares; 2025Q2: 1,520 shares; 2025Q3: 1,642 shares; 2025Q4: 1,680 shares; 2026Q1: 1,686 shares 1,686 $207K <0.01% +6 Timeline PJP 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,891 shares; 2026Q1: 1,991 shares 1,991 $207K <0.01% +100 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 1,479 shares; 2025Q1: 2,924 shares; 2025Q2: 6,667 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares; 2026Q1: 9,436 shares 9,436 $207K <0.01% +2,498 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: 2,607 shares; 2024Q4: 21,492 shares; 2025Q1: 21,492 shares; 2025Q2: 22,213 shares; 2025Q3: 32,415 shares; 2025Q4: 21,681 shares; 2026Q1: 21,768 shares 21,768 $206K <0.01% +87 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,491 shares; 2025Q1: 3,494 shares; 2025Q2: 2,966 shares; 2025Q3: 3,612 shares; 2025Q4: 3,599 shares; 2026Q1: 769 shares 769 $204K <0.01% -2,830 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 8,610 shares; 2025Q1: 5,999 shares; 2025Q2: 12,858 shares; 2025Q3: 12,358 shares; 2025Q4: 10,468 shares; 2026Q1: 11,939 shares 11,939 $203K <0.01% +1,471 Timeline ECH 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: 104 shares; 2025Q4: 104 shares; 2026Q1: 5,104 shares 5,104 $203K <0.01% +5,000 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $203K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 4,525 shares; 2025Q1: 4,253 shares; 2025Q2: 3,805 shares; 2025Q3: 3,965 shares; 2025Q4: 3,800 shares; 2026Q1: 3,774 shares 3,774 $202K <0.01% -26 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 601 shares; 2025Q1: 644 shares; 2025Q2: 640 shares; 2025Q3: 1,197 shares; 2025Q4: 1,133 shares; 2026Q1: 900 shares 900 $202K <0.01% -233 Timeline AIVL 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 1,734 shares 1,734 $201K <0.01% +1,410 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 37,026 shares 37,026 $200K <0.01% +34,137 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 5,616 shares; 2025Q1: 2,693 shares; 2025Q2: 1,642 shares; 2025Q3: 4,794 shares; 2025Q4: 1,820 shares; 2026Q1: 1,828 shares 1,828 $200K <0.01% +8 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,567 shares; 2025Q1: 6,543 shares; 2025Q2: 5,431 shares; 2025Q3: 4,985 shares; 2025Q4: 4,898 shares; 2026Q1: 4,664 shares 4,664 $200K <0.01% -234 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: 1,940 shares; 2024Q4: 1,821 shares; 2025Q1: 1,813 shares; 2025Q2: 1,785 shares; 2025Q3: 1,811 shares; 2025Q4: 1,799 shares; 2026Q1: 2,136 shares 2,136 $200K <0.01% +337 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: 4,520 shares; 2024Q4: 197,207 shares; 2025Q1: 77,996 shares; 2025Q2: 81,296 shares; 2025Q3: 102,620 shares; 2025Q4: 67,034 shares; 2026Q1: 38,376 shares 38,376 $198K <0.01% -28,658 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 6,103 shares; 2025Q4: 6,315 shares; 2026Q1: 6,501 shares 6,501 $198K <0.01% +186 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 222 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 4,468 shares 4,468 $198K <0.01% +4,342 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,006 shares 60,006 $198K <0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 500 shares; 2025Q1: 8,283 shares; 2025Q2: 9,730 shares; 2025Q3: 9,433 shares; 2025Q4: 9,503 shares; 2026Q1: 5,677 shares 5,677 $198K <0.01% -3,826 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,687 shares; 2025Q1: 2,841 shares; 2025Q2: 5,686 shares; 2025Q3: 8,098 shares; 2025Q4: 10,045 shares; 2026Q1: 11,504 shares 11,504 $197K <0.01% +1,459 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,609 shares; 2024Q4: 7,875 shares; 2025Q1: 7,899 shares; 2025Q2: 4,919 shares; 2025Q3: 4,656 shares; 2025Q4: 4,584 shares; 2026Q1: 4,611 shares 4,611 $197K <0.01% +27 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 1,437 shares; 2025Q1: 1,599 shares; 2025Q2: 1,121 shares; 2025Q3: 1,298 shares; 2025Q4: 5,050 shares; 2026Q1: 5,319 shares 5,319 $197K <0.01% +269 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $196K <0.01% 0 Timeline EVSM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $196K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,137 shares; 2025Q1: 1,801 shares; 2025Q2: 1,811 shares; 2025Q3: 2,875 shares; 2025Q4: 3,091 shares; 2026Q1: 3,744 shares 3,744 $196K <0.01% +653 Timeline DECP 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: 7,426 shares; 2026Q1: 6,571 shares 6,571 $195K <0.01% -855 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 8,260 shares; 2025Q1: 7,157 shares; 2025Q2: 5,742 shares; 2025Q3: 5,782 shares; 2025Q4: 5,393 shares; 2026Q1: 4,881 shares 4,881 $195K <0.01% -512 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,725 shares; 2025Q3: 5,250 shares; 2025Q4: 5,000 shares; 2026Q1: 5,025 shares 5,025 $194K <0.01% +25 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,582 shares; 2025Q1: 11,221 shares; 2025Q2: 10,038 shares; 2025Q3: 10,038 shares; 2025Q4: 9,111 shares; 2026Q1: 8,884 shares 8,884 $193K <0.01% -227 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: 731 shares; 2024Q4: 700 shares; 2025Q1: 762 shares; 2025Q2: 773 shares; 2025Q3: 922 shares; 2025Q4: 1,201 shares; 2026Q1: 895 shares 895 $193K <0.01% -306 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $193K <0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 578 shares; 2025Q1: 611 shares; 2025Q2: 144 shares; 2025Q3: 89 shares; 2025Q4: 296 shares; 2026Q1: 7,536 shares 7,536 $192K <0.01% +7,240 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 225 shares; 2025Q1: 1,025 shares; 2025Q2: 955 shares; 2025Q3: 146 shares; 2025Q4: 163 shares; 2026Q1: 2,244 shares 2,244 $192K <0.01% +2,081 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 651 shares; 2025Q1: 471 shares; 2025Q2: 555 shares; 2025Q3: 493 shares; 2025Q4: 505 shares; 2026Q1: 631 shares 631 $192K <0.01% +126 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,751 shares; 2025Q1: 2,734 shares; 2025Q2: 6,844 shares; 2025Q3: 7,517 shares; 2025Q4: 9,163 shares; 2026Q1: 5,784 shares 5,784 $192K <0.01% -3,379 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 37 shares; 2026Q1: 3,448 shares 3,448 $192K <0.01% +3,411 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 5,867 shares; 2025Q1: 4,365 shares; 2025Q2: 5,615 shares; 2025Q3: 5,777 shares; 2025Q4: 1,508 shares; 2026Q1: 1,492 shares 1,492 $191K <0.01% -16 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,579 shares; 2024Q4: 4,104 shares; 2025Q1: 3,569 shares; 2025Q2: 541 shares; 2025Q3: 559 shares; 2025Q4: 581 shares; 2026Q1: 1,300 shares 1,300 $191K <0.01% +719 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 3,321 shares; 2025Q1: 4,313 shares; 2025Q2: 4,067 shares; 2025Q3: 4,042 shares; 2025Q4: 4,718 shares; 2026Q1: 4,711 shares 4,711 $191K <0.01% -7 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 11,392 shares; 2025Q1: 7,550 shares; 2025Q2: 10,364 shares; 2025Q3: 10,364 shares; 2025Q4: 10,664 shares; 2026Q1: 11,164 shares 11,164 $191K <0.01% +500 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,388 shares; 2024Q4: 14,054 shares; 2025Q1: 14,054 shares; 2025Q2: 14,054 shares; 2025Q3: 14,054 shares; 2025Q4: 14,054 shares; 2026Q1: 14,054 shares 14,054 $191K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,471 shares; 2025Q1: 4,439 shares; 2025Q2: 3,639 shares; 2025Q3: 3,912 shares; 2025Q4: 3,880 shares; 2026Q1: 3,367 shares 3,367 $191K <0.01% -513 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,174 shares; 2025Q1: 3,057 shares; 2025Q2: 3,240 shares; 2025Q3: 2,687 shares; 2025Q4: 2,750 shares; 2026Q1: 2,797 shares 2,797 $190K <0.01% +47 Timeline ISEP 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: 4,415 shares; 2024Q4: 4,423 shares; 2025Q1: 3,576 shares; 2025Q2: 3,646 shares; 2025Q3: 6,070 shares; 2025Q4: 6,070 shares; 2026Q1: 5,777 shares 5,777 $189K <0.01% -293 Timeline IGLB 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: 479 shares; 2024Q4: 9,689 shares; 2025Q1: 7,914 shares; 2025Q2: 7,594 shares; 2025Q3: 7,844 shares; 2025Q4: 7,299 shares; 2026Q1: 3,815 shares 3,815 $189K <0.01% -3,484 Timeline FID 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $189K <0.01% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 13,735 shares; 2025Q1: 13,735 shares; 2025Q2: 13,736 shares; 2025Q3: 14,236 shares; 2025Q4: 13,987 shares; 2026Q1: 10,020 shares 10,020 $187K <0.01% -3,967 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 4,298 shares; 2025Q2: 9,609 shares; 2025Q3: 8,776 shares; 2025Q4: 5,894 shares; 2026Q1: 4,495 shares 4,495 $187K <0.01% -1,399 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 6,609 shares; 2025Q3: 10,197 shares; 2025Q4: 10,197 shares; 2026Q1: 12,979 shares 12,979 $187K <0.01% +2,782 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 3,981 shares; 2025Q1: 3,736 shares; 2025Q2: 2,583 shares; 2025Q3: 2,519 shares; 2025Q4: 2,580 shares; 2026Q1: 2,452 shares 2,452 $187K <0.01% -128 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: 4,746 shares; 2024Q4: 3,162 shares; 2025Q1: 2,615 shares; 2025Q2: 2,707 shares; 2025Q3: 3,533 shares; 2025Q4: 3,661 shares; 2026Q1: 3,672 shares 3,672 $187K <0.01% +11 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to 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: 3,614 shares; 2026Q1: 3,748 shares 3,748 $186K <0.01% +134 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,386 shares; 2025Q1: 8,407 shares; 2025Q2: 8,412 shares; 2025Q3: 8,065 shares; 2025Q4: 8,074 shares; 2026Q1: 7,500 shares 7,500 $186K <0.01% -574 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 199 shares; 2025Q1: 30 shares; 2025Q2: 130 shares; 2025Q3: 40,737 shares; 2025Q4: 344 shares; 2026Q1: 1,700 shares 1,700 $186K <0.01% +1,356 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 7,334 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 5,294 shares; 2025Q4: 5,342 shares; 2026Q1: 7,645 shares 7,645 $186K <0.01% +2,303 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 15,235 shares; 2025Q1: 15,235 shares; 2025Q2: 15,610 shares; 2025Q3: 13,410 shares; 2025Q4: 13,410 shares; 2026Q1: 14,731 shares 14,731 $186K <0.01% +1,321 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: 2,335 shares; 2024Q4: 1,469 shares; 2025Q1: 1,560 shares; 2025Q2: 105,707 shares; 2025Q3: 1,485 shares; 2025Q4: 2,834 shares; 2026Q1: 1,570 shares 1,570 $185K <0.01% -1,264 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 668 shares; 2025Q1: 632 shares; 2025Q2: 574 shares; 2025Q3: 587 shares; 2025Q4: 600 shares; 2026Q1: 613 shares 613 $185K <0.01% +13 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699 shares; 2025Q1: 73,312 shares; 2025Q2: 30,328 shares; 2025Q3: 6,085 shares; 2025Q4: 6,307 shares; 2026Q1: 6,169 shares 6,169 $184K <0.01% -138 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: 14,730 shares; 2024Q4: 15,148 shares; 2025Q1: 14,418 shares; 2025Q2: 13,445 shares; 2025Q3: 13,023 shares; 2025Q4: 12,776 shares; 2026Q1: 13,644 shares 13,644 $184K <0.01% +868 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,400 shares; 2025Q3: 2,982 shares; 2025Q4: 5,130 shares; 2026Q1: 4,328 shares 4,328 $184K <0.01% -802 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 6,414 shares; 2026Q1: 7,197 shares 7,197 $184K <0.01% +783 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 20,800 shares; 2025Q1: 20,827 shares; 2025Q2: 20,314 shares; 2025Q3: 20,139 shares; 2025Q4: 18,166 shares; 2026Q1: 18,093 shares 18,093 $184K <0.01% -73 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: 1,277 shares; 2024Q4: 1,245 shares; 2025Q1: 1,203 shares; 2025Q2: 1,563 shares; 2025Q3: 2,683 shares; 2025Q4: 2,505 shares; 2026Q1: 2,564 shares 2,564 $184K <0.01% +59 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,315 shares; 2025Q1: 1,317 shares; 2025Q2: 1,320 shares; 2025Q3: 1,323 shares; 2025Q4: 1,325 shares; 2026Q1: 1,327 shares 1,327 $184K <0.01% +2 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,276 shares; 2026Q1: 3,925 shares 3,925 $183K <0.01% +649 Timeline AOCT 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: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 1,458 shares; 2025Q3: 7,125 shares; 2025Q4: 7,125 shares; 2026Q1: 6,863 shares 6,863 $182K <0.01% -262 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 1,402 shares; 2025Q2: 1,355 shares; 2025Q3: 1,391 shares; 2025Q4: 1,355 shares; 2026Q1: 1,427 shares 1,427 $182K <0.01% +72 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 968 shares; 2025Q1: 842 shares; 2025Q2: 737 shares; 2025Q3: 748 shares; 2025Q4: 598 shares; 2026Q1: 577 shares 577 $181K <0.01% -21 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,194 shares; 2025Q1: 12,571 shares; 2025Q2: 12,596 shares; 2025Q3: 15,478 shares; 2025Q4: 17,992 shares; 2026Q1: 18,554 shares 18,554 $181K <0.01% +562 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 2,064 shares; 2026Q1: 15,396 shares 15,396 $181K <0.01% +13,332 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 17,461 shares; 2025Q1: 18,341 shares; 2025Q2: 17,739 shares; 2025Q3: 17,997 shares; 2025Q4: 18,029 shares; 2026Q1: 2,418 shares 2,418 $180K <0.01% -15,611 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 982 shares; 2026Q1: 7,532 shares 7,532 $178K <0.01% +6,550 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: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 1,119 shares; 2025Q3: 3,959 shares; 2025Q4: 4,720 shares; 2026Q1: 4,995 shares 4,995 $177K <0.01% +275 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: 25,515 shares; 2024Q4: 22,998 shares; 2025Q1: 22,831 shares; 2025Q2: 17,000 shares; 2025Q3: 13,870 shares; 2025Q4: 29,803 shares; 2026Q1: 8,179 shares 8,179 $177K <0.01% -21,624 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: 582 shares; 2024Q4: 880 shares; 2025Q1: 873 shares; 2025Q2: 867 shares; 2025Q3: 1,479 shares; 2025Q4: 1,618 shares; 2026Q1: 1,965 shares 1,965 $177K <0.01% +347 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 100 shares; 2025Q3: 1,201 shares; 2025Q4: 1,909 shares; 2026Q1: 2,226 shares 2,226 $176K <0.01% +317 Timeline RSPG 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: 5,344 shares; 2024Q4: 2,332 shares; 2025Q1: 2,155 shares; 2025Q2: 2,028 shares; 2025Q3: 1,909 shares; 2025Q4: 1,628 shares; 2026Q1: 1,608 shares 1,608 $176K <0.01% -20 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,245 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 2,713 shares; 2026Q1: 2,707 shares 2,707 $176K <0.01% -6 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 750 shares; 2025Q1: 12,768 shares; 2025Q2: 14,668 shares; 2025Q3: 16,442 shares; 2025Q4: 14,724 shares; 2026Q1: 15,323 shares 15,323 $176K <0.01% +599 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 2,781 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,575 shares; 2025Q4: 2,275 shares; 2026Q1: 2,266 shares 2,266 $175K <0.01% -9 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,441 shares; 2024Q4: 85,686 shares; 2025Q1: 87,877 shares; 2025Q2: 88,029 shares; 2025Q3: 47,885 shares; 2025Q4: 23,627 shares; 2026Q1: 26,397 shares 26,397 $174K <0.01% +2,770 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 766 shares; 2025Q3: 383 shares; 2025Q4: 384 shares; 2026Q1: 1,486 shares 1,486 $174K <0.01% +1,102 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 5,306 shares; 2025Q1: 4,983 shares; 2025Q2: 4,844 shares; 2025Q3: 5,313 shares; 2025Q4: 5,509 shares; 2026Q1: 4,824 shares 4,824 $174K <0.01% -685 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,343 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,587 shares; 2025Q4: 1,602 shares; 2026Q1: 1,608 shares 1,608 $174K <0.01% +6 Timeline SAUG 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: 8,488 shares; 2024Q4: 7,996 shares; 2025Q1: 7,996 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750 $174K <0.01% 0 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $174K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 5,807 shares; 2025Q1: 5,851 shares; 2025Q2: 5,860 shares; 2025Q3: 5,351 shares; 2025Q4: 12,776 shares; 2026Q1: 15,646 shares 15,646 $174K <0.01% +2,870 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 2,125 shares; 2025Q2: 11,725 shares; 2025Q3: 3,350 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $172K <0.01% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,320 shares 3,320 $172K <0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,770 shares; 2025Q1: 1,774 shares; 2025Q2: 2,145 shares; 2025Q3: 2,071 shares; 2025Q4: 1,770 shares; 2026Q1: 1,773 shares 1,773 $172K <0.01% +3 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 9,261 shares; 2025Q1: 7,602 shares; 2025Q2: 7,974 shares; 2025Q3: 6,303 shares; 2025Q4: 7,229 shares; 2026Q1: 7,644 shares 7,644 $171K <0.01% +415 Timeline KIE 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: 2,621 shares; 2024Q4: 3,209 shares; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,738 shares; 2026Q1: 3,103 shares 3,103 $171K <0.01% -635 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 4,243 shares; 2025Q1: 6,343 shares; 2025Q2: 9,243 shares; 2025Q3: 15,743 shares; 2025Q4: 15,390 shares; 2026Q1: 16,690 shares 16,690 $170K <0.01% +1,300 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 877 shares; 2025Q1: 876 shares; 2025Q2: 8,929 shares; 2025Q3: 844 shares; 2025Q4: 828 shares; 2026Q1: 1,018 shares 1,018 $168K <0.01% +190 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 872 shares; 2025Q1: 618 shares; 2025Q2: 634 shares; 2025Q3: 838 shares; 2025Q4: 695 shares; 2026Q1: 813 shares 813 $168K <0.01% +118 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 18,944 shares; 2026Q1: 21,444 shares 21,444 $167K <0.01% +2,500 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,181 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 747 shares; 2025Q4: 1,417 shares; 2026Q1: 2,080 shares 2,080 $167K <0.01% +663 Timeline SEPP 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: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 5,569 shares 5,569 $167K <0.01% +1,871 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,467 shares; 2025Q1: 1,578 shares; 2025Q2: 2,090 shares; 2025Q3: 2,496 shares; 2025Q4: 2,033 shares; 2026Q1: 1,255 shares 1,255 $167K <0.01% -778 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 6,778 shares; 2025Q2: 8,009 shares; 2025Q3: 5,817 shares; 2025Q4: 5,667 shares; 2026Q1: 6,320 shares 6,320 $167K <0.01% +653 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: 2,288 shares; 2024Q4: 2,513 shares; 2025Q1: 2,404 shares; 2025Q2: 2,381 shares; 2025Q3: 2,273 shares; 2025Q4: 2,425 shares; 2026Q1: 2,216 shares 2,216 $167K <0.01% -209 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 7,182 shares; 2025Q1: 7,182 shares; 2025Q2: 4,682 shares; 2025Q3: 3,761 shares; 2025Q4: 4,793 shares; 2026Q1: 2,576 shares 2,576 $166K <0.01% -2,217 Timeline XLKI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,137 shares; 2026Q1: 6,940 shares 6,940 $166K <0.01% -197 Timeline SIFI HARBOR ETF TRUST More: the full row for HARBOR 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: 3,137 shares; 2025Q3: 3,416 shares; 2025Q4: 3,502 shares; 2026Q1: 3,827 shares 3,827 $166K <0.01% +325 Timeline QLTA 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: 427 shares; 2025Q2: 427 shares; 2025Q3: 433 shares; 2025Q4: 1,232 shares; 2026Q1: 3,483 shares 3,483 $166K <0.01% +2,251 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,799 shares; 2025Q1: 3,814 shares; 2025Q2: 3,826 shares; 2025Q3: 3,915 shares; 2025Q4: 3,929 shares; 2026Q1: 3,639 shares 3,639 $165K <0.01% -290 Timeline EELV 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: 5,516 shares; 2024Q4: 5,516 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,863 shares 5,863 $165K <0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 401 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 389 shares; 2026Q1: 379 shares 379 $165K <0.01% -10 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,460 shares; 2025Q1: 2,463 shares; 2025Q2: 2,466 shares; 2025Q3: 2,341 shares; 2025Q4: 2,343 shares; 2026Q1: 2,412 shares 2,412 $164K <0.01% +69 Timeline MAGS 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: 566 shares; 2024Q4: 707 shares; 2025Q1: 51,372 shares; 2025Q2: 2,420 shares; 2025Q3: 1,598 shares; 2025Q4: 1,680 shares; 2026Q1: 2,836 shares 2,836 $164K <0.01% +1,156 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: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 2 shares; 2025Q3: 3,012 shares; 2025Q4: 6,554 shares; 2026Q1: 7,229 shares 7,229 $164K <0.01% +675 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 1,711 shares; 2025Q1: 1,784 shares; 2025Q2: 7,451 shares; 2025Q3: 6,103 shares; 2025Q4: 1,027 shares; 2026Q1: 1,276 shares 1,276 $164K <0.01% +249 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: 2,172 shares; 2024Q4: 1,481 shares; 2025Q1: 1,072 shares; 2025Q2: 990 shares; 2025Q3: 962 shares; 2025Q4: 945 shares; 2026Q1: 892 shares 892 $164K <0.01% -53 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 5,212 shares; 2026Q1: 7,477 shares 7,477 $164K <0.01% +2,265 Timeline IVLU 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: 98 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 945 shares; 2025Q4: 3,097 shares; 2026Q1: 4,121 shares 4,121 $164K <0.01% +1,024 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: 7,147 shares; 2024Q4: 7,147 shares; 2025Q1: 6,847 shares; 2025Q2: 6,847 shares; 2025Q3: 6,847 shares; 2025Q4: 6,847 shares; 2026Q1: 7,397 shares 7,397 $163K <0.01% +550 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: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 1,061 shares 1,061 $163K <0.01% +504 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 37,432 shares; 2025Q1: 12,582 shares; 2025Q2: 11,942 shares; 2025Q3: 6,912 shares; 2025Q4: 9,184 shares; 2026Q1: 15,695 shares 15,695 $163K <0.01% +6,511 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 3,192 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 1,445 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares 1,499 $163K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,168 shares; 2025Q1: 734 shares; 2025Q2: 524 shares; 2025Q3: 770 shares; 2025Q4: 2,504 shares; 2026Q1: 664 shares 664 $163K <0.01% -1,840 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 2,156 shares; 2025Q4: 100 shares; 2026Q1: 11,379 shares 11,379 $162K <0.01% +11,279 Timeline LOCT 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: 15,229 shares; 2024Q4: 11,037 shares; 2025Q1: 11,037 shares; 2025Q2: 11,037 shares; 2025Q3: 11,037 shares; 2025Q4: 11,037 shares; 2026Q1: 6,869 shares 6,869 $162K <0.01% -4,168 Timeline RING 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: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,358 shares; 2025Q3: 4,529 shares; 2025Q4: 28,518 shares; 2026Q1: 2,048 shares 2,048 $162K <0.01% -26,470 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,063 shares; 2024Q4: 10,169 shares; 2025Q1: 10,229 shares; 2025Q2: 9,535 shares; 2025Q3: 14,274 shares; 2025Q4: 17,726 shares; 2026Q1: 23,219 shares 23,219 $161K <0.01% +5,493 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 278 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 657 shares 657 $161K <0.01% -6 Timeline BMAR 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: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares 3,062 $161K <0.01% 0 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: 13 shares; 2024Q4: 18 shares; 2025Q1: 7 shares; 2025Q2: 3 shares; 2025Q3: 145 shares; 2025Q4: 195 shares; 2026Q1: 307 shares 307 $160K <0.01% +112 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,770 shares; 2025Q1: 2,109 shares; 2025Q2: 2,196 shares; 2025Q3: 2,242 shares; 2025Q4: 2,287 shares; 2026Q1: 2,243 shares 2,243 $160K <0.01% -44 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 905 shares; 2025Q1: 995 shares; 2025Q2: 978 shares; 2025Q3: 542 shares; 2025Q4: 541 shares; 2026Q1: 548 shares 548 $159K <0.01% +7 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: 7,956 shares; 2024Q4: 12,091 shares; 2025Q1: 15,306 shares; 2025Q2: 15,306 shares; 2025Q3: 15,306 shares; 2025Q4: 17,306 shares; 2026Q1: 17,306 shares 17,306 $159K <0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 7,477 shares; 2025Q1: 7,477 shares; 2025Q2: 7,727 shares; 2025Q3: 7,727 shares; 2025Q4: 7,727 shares; 2026Q1: 7,727 shares 7,727 $159K <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,108 shares; 2025Q1: 1,081 shares; 2025Q2: 1,378 shares; 2025Q3: 1,508 shares; 2025Q4: 1,142 shares; 2026Q1: 1,458 shares 1,458 $158K <0.01% +316 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,916 shares; 2025Q1: 19,916 shares; 2025Q2: 10,530 shares; 2025Q3: 10,466 shares; 2025Q4: 10,420 shares; 2026Q1: 6,662 shares 6,662 $157K <0.01% -3,758 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: 1,005 shares; 2024Q4: 728 shares; 2025Q1: 658 shares; 2025Q2: 584 shares; 2025Q3: 578 shares; 2025Q4: 508 shares; 2026Q1: 1,423 shares 1,423 $157K <0.01% +915 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 3,426 shares; 2025Q1: 3,672 shares; 2025Q2: 3,244 shares; 2025Q3: 3,454 shares; 2025Q4: 3,308 shares; 2026Q1: 2,410 shares 2,410 $157K <0.01% -898 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 435 shares; 2025Q1: 2,525 shares; 2025Q2: 9,041 shares; 2025Q3: 8,300 shares; 2025Q4: 10,636 shares; 2026Q1: 12,117 shares 12,117 $156K <0.01% +1,481 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares 2,382 $156K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,853 shares; 2025Q1: 4,410 shares; 2025Q2: 4,010 shares; 2025Q3: 3,816 shares; 2025Q4: 3,904 shares; 2026Q1: 3,904 shares 3,904 $155K <0.01% 0 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 17,931 shares; 2025Q1: 18,305 shares; 2025Q2: 18,305 shares; 2025Q3: 18,305 shares; 2025Q4: 18,305 shares; 2026Q1: 18,305 shares 18,305 $155K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 820 shares; 2025Q1: 1,055 shares; 2025Q2: 736 shares; 2025Q3: 360 shares; 2025Q4: 774 shares; 2026Q1: 860 shares 860 $154K <0.01% +86 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,252 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,195 shares; 2025Q4: 2,169 shares; 2026Q1: 2,047 shares 2,047 $154K <0.01% -122 Timeline ICF 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,092 shares; 2025Q2: 2,581 shares; 2025Q3: 2,655 shares; 2025Q4: 3,882 shares; 2026Q1: 2,486 shares 2,486 $154K <0.01% -1,396 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,320 shares; 2026Q1: 6,644 shares 6,644 $154K <0.01% +2,324 Timeline BAPR 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 1,645 shares; 2026Q1: 3,132 shares 3,132 $153K <0.01% +1,487 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 4,216 shares; 2025Q1: 4,274 shares; 2025Q2: 3,997 shares; 2025Q3: 3,570 shares; 2025Q4: 3,523 shares; 2026Q1: 8,205 shares 8,205 $153K <0.01% +4,682 Timeline PPH 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: 6,830 shares; 2024Q4: 21,738 shares; 2025Q1: 16,161 shares; 2025Q2: 16,161 shares; 2025Q3: 16,973 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $153K <0.01% 0 Timeline OIH 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: 755 shares; 2024Q4: 569 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 376 shares 376 $152K <0.01% -83 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 3,932 shares; 2026Q1: 3,729 shares 3,729 $151K <0.01% -203 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,426 shares; 2024Q4: 24,491 shares; 2025Q1: 26,796 shares; 2025Q2: 30,934 shares; 2025Q3: 30,506 shares; 2025Q4: 29,209 shares; 2026Q1: 5,710 shares 5,710 $151K <0.01% -23,499 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3,703 shares; 2025Q1: 3,105 shares; 2025Q2: 2,943 shares; 2025Q3: 2,951 shares; 2025Q4: 2,862 shares; 2026Q1: 3,378 shares 3,378 $151K <0.01% +516 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,291 shares; 2025Q1: 11,547 shares; 2025Q2: 11,260 shares; 2025Q3: 11,260 shares; 2025Q4: 9,015 shares; 2026Q1: 9,015 shares 9,015 $151K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 142 shares; 2026Q1: 143 shares 143 $151K <0.01% +1 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: 5,826 shares; 2024Q4: 7,126 shares; 2025Q1: 7,276 shares; 2025Q2: 6,384 shares; 2025Q3: 6,387 shares; 2025Q4: 4,393 shares; 2026Q1: 3,815 shares 3,815 $151K <0.01% -578 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,777 shares; 2025Q1: 4,794 shares; 2025Q2: 4,757 shares; 2025Q3: 5,193 shares; 2025Q4: 5,958 shares; 2026Q1: 10,041 shares 10,041 $150K <0.01% +4,083 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: 2,302 shares; 2024Q4: 4,607 shares; 2025Q1: 4,680 shares; 2025Q2: 4,767 shares; 2025Q3: 3,095 shares; 2025Q4: 2,930 shares; 2026Q1: 7,835 shares 7,835 $150K <0.01% +4,905 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 675 shares; 2025Q1: 1,065 shares; 2025Q2: 794 shares; 2025Q3: 84 shares; 2025Q4: 168 shares; 2026Q1: 253 shares 253 $150K <0.01% +85 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: 4,549 shares; 2024Q4: 5,631 shares; 2025Q1: 3,962 shares; 2025Q2: 3,360 shares; 2025Q3: 3,364 shares; 2025Q4: 5,821 shares; 2026Q1: 5,931 shares 5,931 $150K <0.01% +110 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,954 shares; 2024Q4: 13,654 shares; 2025Q1: 14,654 shares; 2025Q2: 14,654 shares; 2025Q3: 14,654 shares; 2025Q4: 14,654 shares; 2026Q1: 14,654 shares 14,654 $149K <0.01% 0 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,225 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $149K <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: 5,535 shares; 2024Q4: 5,535 shares; 2025Q1: 7,071 shares; 2025Q2: 7,011 shares; 2025Q3: 6,418 shares; 2025Q4: 7,175 shares; 2026Q1: 7,569 shares 7,569 $149K <0.01% +394 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 674 shares; 2025Q1: 705 shares; 2025Q2: 945 shares; 2025Q3: 11,313 shares; 2025Q4: 14,252 shares; 2026Q1: 7,018 shares 7,018 $148K <0.01% -7,234 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 459 shares; 2025Q1: 465 shares; 2025Q2: 453 shares; 2025Q3: 463 shares; 2025Q4: 453 shares; 2026Q1: 590 shares 590 $147K <0.01% +137 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 10,611 shares; 2025Q1: 15,560 shares; 2025Q2: 15,434 shares; 2025Q3: 16,934 shares; 2025Q4: 16,089 shares; 2026Q1: 16,017 shares 16,017 $147K <0.01% -72 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 46 shares; 2025Q1: 747 shares; 2025Q2: 40 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 1,133 shares 1,133 $146K <0.01% +1,100 Timeline ARKF 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: 5,441 shares; 2024Q4: 4,858 shares; 2025Q1: 4,856 shares; 2025Q2: 4,736 shares; 2025Q3: 4,373 shares; 2025Q4: 4,423 shares; 2026Q1: 3,847 shares 3,847 $146K <0.01% -576 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 571 shares; 2025Q1: 567 shares; 2025Q2: 500 shares; 2025Q3: 596 shares; 2025Q4: 570 shares; 2026Q1: 583 shares 583 $146K <0.01% +13 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares 8,500 $146K <0.01% new 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: 417 shares; 2024Q4: 827 shares; 2025Q1: 3,423 shares; 2025Q2: 3,354 shares; 2025Q3: 3,616 shares; 2025Q4: 2,223 shares; 2026Q1: 1,593 shares 1,593 $146K <0.01% -630 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 2,805 shares; 2025Q3: 2,745 shares; 2025Q4: 3,145 shares; 2026Q1: 3,163 shares 3,163 $146K <0.01% +18 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 3,016 shares; 2025Q1: 3,228 shares; 2025Q2: 3,213 shares; 2025Q3: 7,242 shares; 2025Q4: 7,196 shares; 2026Q1: 8,705 shares 8,705 $146K <0.01% +1,509 Timeline TDVI 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: 5,468 shares 5,468 $145K <0.01% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,500 shares; 2025Q1: 104,000 shares; 2025Q2: 95,350 shares; 2025Q3: 80,580 shares; 2025Q4: 72,030 shares; 2026Q1: 24,000 shares 24,000 $145K <0.01% -48,030 Timeline BOCT 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: 2,449 shares; 2024Q4: 2,449 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 3,019 shares 3,019 $145K <0.01% +219 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 4,705 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 6,175 shares 6,175 $143K <0.01% +177 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 10,154 shares; 2025Q1: 10,754 shares; 2025Q2: 19,178 shares; 2025Q3: 384,886 shares; 2025Q4: 18,709 shares; 2026Q1: 17,279 shares 17,279 $143K <0.01% -1,430 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,840 shares; 2025Q2: 3,970 shares; 2025Q3: 3,132 shares; 2025Q4: 2,734 shares; 2026Q1: 2,641 shares 2,641 $142K <0.01% -93 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: 422 shares; 2024Q4: 1,006 shares; 2025Q1: 946 shares; 2025Q2: 1,059 shares; 2025Q3: 2,784 shares; 2025Q4: 7,252 shares; 2026Q1: 1,986 shares 1,986 $142K <0.01% -5,266 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 277 shares; 2025Q1: 377 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 459 shares; 2026Q1: 986 shares 986 $142K <0.01% +527 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,844 shares; 2025Q1: 4,004 shares; 2025Q2: 4,025 shares; 2025Q3: 4,089 shares; 2025Q4: 4,096 shares; 2026Q1: 2,739 shares 2,739 $142K <0.01% -1,357 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 10,325 shares; 2025Q1: 11,155 shares; 2025Q2: 11,624 shares; 2025Q3: 13,027 shares; 2025Q4: 13,027 shares; 2026Q1: 13,434 shares 13,434 $141K <0.01% +407 Timeline JPIB 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: not reported; 2025Q4: not reported; 2026Q1: 2,955 shares 2,955 $141K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 393 shares; 2025Q1: 437 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 410 shares; 2026Q1: 432 shares 432 $141K <0.01% +22 Timeline DNL 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: 10,200 shares; 2024Q4: 6,250 shares; 2025Q1: 5,500 shares; 2025Q2: 3,075 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $140K <0.01% 0 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $140K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,022 shares; 2025Q1: 11,946 shares; 2025Q2: 11,820 shares; 2025Q3: 11,570 shares; 2025Q4: 18,280 shares; 2026Q1: 10,514 shares 10,514 $140K <0.01% -7,766 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 1,257 shares; 2025Q1: 1,521 shares; 2025Q2: 970 shares; 2025Q3: 2,243 shares; 2025Q4: 3,332 shares; 2026Q1: 846 shares 846 $139K <0.01% -2,486 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 100 shares; 2025Q4: 17,865 shares; 2026Q1: 15,353 shares 15,353 $139K <0.01% -2,512 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: 20,671 shares; 2024Q4: 6,021 shares; 2025Q1: 5,981 shares; 2025Q2: 22,981 shares; 2025Q3: 23,444 shares; 2025Q4: 21,560 shares; 2026Q1: 21,840 shares 21,840 $139K <0.01% +280 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 592 shares; 2025Q1: 583 shares; 2025Q2: 593 shares; 2025Q3: 768 shares; 2025Q4: 1,336 shares; 2026Q1: 1,389 shares 1,389 $139K <0.01% +53 Timeline COPA THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $139K <0.01% new Timeline SDRL SEADRILL LTD More: the full row for SEADRILL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 442 shares; 2025Q1: 1,303 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 716 shares; 2026Q1: 3,052 shares 3,052 $139K <0.01% +2,336 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,050 shares 3,050 $138K <0.01% new Timeline FELV 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: 4,003 shares; 2024Q4: 4,003 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,532 shares; 2025Q4: 3,584 shares; 2026Q1: 3,966 shares 3,966 $138K <0.01% +382 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 4,490 shares; 2025Q1: 4,364 shares; 2025Q2: 4,350 shares; 2025Q3: 4,146 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $138K <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: 579 shares; 2024Q4: 579 shares; 2025Q1: 562 shares; 2025Q2: 500 shares; 2025Q3: 1,989 shares; 2025Q4: 2,642 shares; 2026Q1: 1,461 shares 1,461 $138K <0.01% -1,181 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: 270 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 3,665 shares; 2026Q1: 4,707 shares 4,707 $138K <0.01% +1,042 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 613 shares; 2025Q1: 1,099 shares; 2025Q2: 1,053 shares; 2025Q3: 1,032 shares; 2025Q4: 1,311 shares; 2026Q1: 2,462 shares 2,462 $138K <0.01% +1,151 Timeline DAPP 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: 7,738 shares; 2025Q3: 8,138 shares; 2025Q4: 10,408 shares; 2026Q1: 9,208 shares 9,208 $137K <0.01% -1,200 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,346 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,305 shares; 2025Q4: 1,274 shares; 2026Q1: 1,275 shares 1,275 $137K <0.01% +1 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,385 shares; 2025Q2: 3,960 shares; 2025Q3: 3,974 shares; 2025Q4: 4,073 shares; 2026Q1: 3,679 shares 3,679 $137K <0.01% -394 Timeline AIA 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: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,090 shares; 2026Q1: 1,289 shares 1,289 $137K <0.01% +199 Timeline FVC 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: 3,917 shares 3,917 $136K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 4,937 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 2,737 shares; 2025Q4: 2,309 shares; 2026Q1: 7,315 shares 7,315 $136K <0.01% +5,006 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,198 shares; 2024Q4: 9,373 shares; 2025Q1: 9,557 shares; 2025Q2: 9,768 shares; 2025Q3: 12,263 shares; 2025Q4: 13,944 shares; 2026Q1: 14,058 shares 14,058 $135K <0.01% +114 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 4,307 shares; 2025Q1: 1,796 shares; 2025Q2: 3,373 shares; 2025Q3: 3,401 shares; 2025Q4: 3,168 shares; 2026Q1: 2,049 shares 2,049 $134K <0.01% -1,119 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,114 shares; 2025Q4: 1,115 shares; 2026Q1: 2,806 shares 2,806 $134K <0.01% +1,691 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 53 shares; 2025Q3: 780 shares; 2025Q4: 1,229 shares; 2026Q1: 1,225 shares 1,225 $134K <0.01% -4 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 541 shares; 2025Q1: 437 shares; 2025Q2: 438 shares; 2025Q3: 472 shares; 2025Q4: 512 shares; 2026Q1: 389 shares 389 $133K <0.01% -123 Timeline QMAG 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: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,489 shares; 2025Q2: 2,241 shares; 2025Q3: 237,464 shares; 2025Q4: 7,241 shares; 2026Q1: 5,747 shares 5,747 $133K <0.01% -1,494 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 823 shares; 2025Q1: 643 shares; 2025Q2: 545 shares; 2025Q3: 1,066 shares; 2025Q4: 1,016 shares; 2026Q1: 1,599 shares 1,599 $132K <0.01% +583 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 784 shares; 2025Q2: 1,005 shares; 2025Q3: 1,414 shares; 2025Q4: 1,512 shares; 2026Q1: 1,813 shares 1,813 $132K <0.01% +301 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 56,088 shares; 2025Q1: 15,781 shares; 2025Q2: 15,404 shares; 2025Q3: 10,355 shares; 2025Q4: 8,313 shares; 2026Q1: 6,834 shares 6,834 $132K <0.01% -1,479 Timeline MARM 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: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,030 shares; 2025Q3: 6,688 shares; 2025Q4: 3,948 shares; 2026Q1: 3,948 shares 3,948 $132K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 329 shares; 2025Q1: 164 shares; 2025Q2: 265 shares; 2025Q3: 5,433 shares; 2025Q4: 5,527 shares; 2026Q1: 5,304 shares 5,304 $132K <0.01% -223 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 138 shares; 2025Q1: 166 shares; 2025Q2: 224 shares; 2025Q3: 1,146 shares; 2025Q4: 4,487 shares; 2026Q1: 4,809 shares 4,809 $132K <0.01% +322 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,665 shares; 2025Q3: 23,215 shares; 2025Q4: 29,194 shares; 2026Q1: 5,895 shares 5,895 $132K <0.01% -23,299 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,845 shares; 2025Q1: 2,848 shares; 2025Q2: 2,716 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares; 2026Q1: 2,359 shares 2,359 $132K <0.01% -228 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,185 shares; 2025Q1: 3,952 shares; 2025Q2: 3,885 shares; 2025Q3: 1,310 shares; 2025Q4: 1,254 shares; 2026Q1: 923 shares 923 $132K <0.01% -331 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 2,805 shares; 2025Q1: 2,440 shares; 2025Q2: 2,463 shares; 2025Q3: 2,275 shares; 2025Q4: 1,976 shares; 2026Q1: 2,164 shares 2,164 $131K <0.01% +188 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 741 shares; 2026Q1: 7,892 shares 7,892 $131K <0.01% +7,151 Timeline FTXN 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: 18,099 shares; 2024Q4: 7,116 shares; 2025Q1: 5,985 shares; 2025Q2: 4,619 shares; 2025Q3: 4,276 shares; 2025Q4: 3,393 shares; 2026Q1: 3,393 shares 3,393 $131K <0.01% 0 Timeline XJR 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: 2,704 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 2,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $131K <0.01% 0 Timeline WKSP WORKSPORT LTD More: the full row for WORKSPORT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 71,000 shares; 2026Q1: 124,200 shares 124,200 $130K <0.01% +53,200 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $130K <0.01% new Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $130K <0.01% 0 Timeline USEP 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: 4,268 shares; 2024Q4: 4,268 shares; 2025Q1: 4,268 shares; 2025Q2: 3,368 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares 3,368 $130K <0.01% 0 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: 14,187 shares; 2024Q4: 13,978 shares; 2025Q1: 13,978 shares; 2025Q2: 19,036 shares; 2025Q3: 19,036 shares; 2025Q4: 13,340 shares; 2026Q1: 13,321 shares 13,321 $130K <0.01% -19 Timeline FXN 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: 18,136 shares; 2024Q4: 14,440 shares; 2025Q1: 8,538 shares; 2025Q2: 6,782 shares; 2025Q3: 6,787 shares; 2025Q4: 5,785 shares; 2026Q1: 5,789 shares 5,789 $130K <0.01% +4 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,603 shares; 2025Q3: 8,608 shares; 2025Q4: 8,898 shares; 2026Q1: 8,966 shares 8,966 $130K <0.01% +68 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: 1,113 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,158 shares 1,158 $130K <0.01% +1 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 953 shares; 2025Q1: 1,411 shares; 2025Q2: 628 shares; 2025Q3: 876 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $130K <0.01% 0 Timeline QCOC 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: 1,400 shares; 2025Q4: 4,102 shares; 2026Q1: 5,875 shares 5,875 $129K <0.01% +1,773 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 10,264 shares; 2025Q1: 9,140 shares; 2025Q2: 8,080 shares; 2025Q3: 7,458 shares; 2025Q4: 7,112 shares; 2026Q1: 5,396 shares 5,396 $129K <0.01% -1,716 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: 172 shares; 2024Q4: 124 shares; 2025Q1: 112 shares; 2025Q2: 137 shares; 2025Q3: 1,298 shares; 2025Q4: 2,299 shares; 2026Q1: 2,415 shares 2,415 $129K <0.01% +116 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 9,936 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 8,987 shares; 2025Q4: 8,987 shares; 2026Q1: 8,987 shares 8,987 $129K <0.01% 0 Timeline IYLD 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: 12,998 shares; 2024Q4: 17,394 shares; 2025Q1: 5,953 shares; 2025Q2: 5,905 shares; 2025Q3: 5,981 shares; 2025Q4: 6,046 shares; 2026Q1: 5,904 shares 5,904 $128K <0.01% -142 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,304 shares 4,304 $128K <0.01% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,406 shares; 2025Q1: 1,325 shares; 2025Q2: 1,856 shares; 2025Q3: 1,581 shares; 2025Q4: 1,584 shares; 2026Q1: 5,745 shares 5,745 $128K <0.01% +4,161 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 105 shares; 2025Q4: 129 shares; 2026Q1: 639 shares 639 $128K <0.01% +510 Timeline LFCR LIFECORE BIOMEDICAL INC More: the full row for LIFECORE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 27,184 shares; 2025Q1: 30,233 shares; 2025Q2: 32,761 shares; 2025Q3: 33,889 shares; 2025Q4: 34,215 shares; 2026Q1: 34,277 shares 34,277 $128K <0.01% +62 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 861 shares; 2025Q1: 1,440 shares; 2025Q2: 1,992 shares; 2025Q3: 2,761 shares; 2025Q4: 3,053 shares; 2026Q1: 2,673 shares 2,673 $127K <0.01% -380 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 4,147 shares; 2026Q1: 2,045 shares 2,045 $127K <0.01% -2,102 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 4,805 shares; 2025Q1: 2,157 shares; 2025Q2: 855 shares; 2025Q3: 219 shares; 2025Q4: 3,103 shares; 2026Q1: 2,353 shares 2,353 $127K <0.01% -750 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: 1,293 shares; 2024Q4: 1,334 shares; 2025Q1: 2,459 shares; 2025Q2: 3,220 shares; 2025Q3: 3,033 shares; 2025Q4: 2,412 shares; 2026Q1: 1,533 shares 1,533 $126K <0.01% -879 Timeline JULP 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: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 4,160 shares 4,160 $126K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 13,982 shares; 2025Q1: 6,179 shares; 2025Q2: 5,929 shares; 2025Q3: 6,074 shares; 2025Q4: 6,063 shares; 2026Q1: 5,022 shares 5,022 $126K <0.01% -1,041 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,647 shares; 2025Q1: 6,886 shares; 2025Q2: 6,167 shares; 2025Q3: 6,947 shares; 2025Q4: 6,181 shares; 2026Q1: 6,624 shares 6,624 $126K <0.01% +443 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares 1,541 $125K <0.01% 0 Timeline SCHC 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: 4,439 shares; 2024Q4: 2,667 shares; 2025Q1: 2,675 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,566 shares; 2026Q1: 2,671 shares 2,671 $125K <0.01% +105 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 1,294 shares; 2025Q1: 1,557 shares; 2025Q2: 1,522 shares; 2025Q3: 1,512 shares; 2025Q4: 1,221 shares; 2026Q1: 1,268 shares 1,268 $125K <0.01% +47 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 2,415 shares; 2025Q4: 4,880 shares; 2026Q1: 6,880 shares 6,880 $125K <0.01% +2,000 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 2,325 shares 2,325 $125K <0.01% new ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 2,654 shares 2,654 $124K <0.01% +1,241 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 14,565 shares; 2025Q1: 50,865 shares; 2025Q2: 50,865 shares; 2025Q3: 53,864 shares; 2025Q4: 39,364 shares; 2026Q1: 40,264 shares 40,264 $124K <0.01% +900 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 13,477 shares; 2025Q1: 13,407 shares; 2025Q2: 10,682 shares; 2025Q3: 9,149 shares; 2025Q4: 9,149 shares; 2026Q1: 10,047 shares 10,047 $124K <0.01% +898 Timeline GVI 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: 600 shares; 2024Q4: 576 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 225 shares; 2025Q4: 1,207 shares; 2026Q1: 1,155 shares 1,155 $123K <0.01% -52 Timeline FALN 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: 9,353 shares; 2024Q4: 8,899 shares; 2025Q1: 9,302 shares; 2025Q2: 8,777 shares; 2025Q3: 8,897 shares; 2025Q4: 4,599 shares; 2026Q1: 4,599 shares 4,599 $123K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 2,403 shares; 2025Q1: 2,085 shares; 2025Q2: 1,918 shares; 2025Q3: 1,288 shares; 2025Q4: 2,220 shares; 2026Q1: 2,725 shares 2,725 $123K <0.01% +505 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 476 shares; 2025Q2: 1,278 shares; 2025Q3: 4,004 shares; 2025Q4: 1,724 shares; 2026Q1: 1,702 shares 1,702 $122K <0.01% -22 BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF 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: not reported; 2025Q3: not reported; 2025Q4: 4,634 shares; 2026Q1: 4,494 shares 4,494 $122K <0.01% -140 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 525 shares; 2025Q1: 511 shares; 2025Q2: 668 shares; 2025Q3: 1,055 shares; 2025Q4: 851 shares; 2026Q1: 1,049 shares 1,049 $122K <0.01% +198 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,525 shares; 2025Q1: 3,463 shares; 2025Q2: 3,385 shares; 2025Q3: 4,047 shares; 2025Q4: 4,470 shares; 2026Q1: 4,660 shares 4,660 $121K <0.01% +190 Timeline DBEU 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,104 shares; 2026Q1: 2,491 shares 2,491 $121K <0.01% +387 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,923 shares 4,923 $121K <0.01% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 105 shares; 2025Q3: 47 shares; 2025Q4: 50 shares; 2026Q1: 55 shares 55 $121K <0.01% +5 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 4,512 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares; 2026Q1: 6,024 shares 6,024 $121K <0.01% +1,512 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,906 shares; 2025Q1: 2,861 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,543 shares; 2026Q1: 2,263 shares 2,263 $120K <0.01% -280 Timeline PMMF 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: 1,850 shares; 2026Q1: 1,197 shares 1,197 $120K <0.01% -653 Timeline ACYN 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: 5,901 shares 5,901 $120K <0.01% new 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: 449 shares; 2024Q4: 251 shares; 2025Q1: 267 shares; 2025Q2: 274 shares; 2025Q3: 286 shares; 2025Q4: 290 shares; 2026Q1: 342 shares 342 $120K <0.01% +52 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,521 shares; 2025Q1: 6,446 shares; 2025Q2: 6,441 shares; 2025Q3: 6,363 shares; 2025Q4: 6,363 shares; 2026Q1: 6,363 shares 6,363 $120K <0.01% 0 Timeline XNOV 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: 3,203 shares; 2026Q1: 3,203 shares 3,203 $120K <0.01% 0 Timeline FXI 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: 111,393 shares; 2024Q4: 4,368 shares; 2025Q1: 58,686 shares; 2025Q2: 191 shares; 2025Q3: 224 shares; 2025Q4: 971 shares; 2026Q1: 3,336 shares 3,336 $120K <0.01% +2,365 Timeline BDEC 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: 1,516 shares; 2024Q4: 2,495 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,590 shares; 2026Q1: 2,489 shares 2,489 $119K <0.01% -101 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,009 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,019 shares; 2025Q4: 9,445 shares; 2026Q1: 10,709 shares 10,709 $119K <0.01% +1,264 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 702 shares; 2025Q3: 1,960 shares; 2025Q4: 2,151 shares; 2026Q1: 5,096 shares 5,096 $119K <0.01% +2,945 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 6,324 shares 6,324 $119K <0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 292 shares; 2025Q1: 303 shares; 2025Q2: 297 shares; 2025Q3: 401 shares; 2025Q4: 360 shares; 2026Q1: 314 shares 314 $119K <0.01% -46 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,876 shares; 2024Q4: 14,876 shares; 2025Q1: 14,251 shares; 2025Q2: 14,251 shares; 2025Q3: 14,251 shares; 2025Q4: 14,251 shares; 2026Q1: 14,251 shares 14,251 $119K <0.01% 0 Timeline DFAR 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: 5,008 shares 5,008 $118K <0.01% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 2,776 shares; 2025Q1: 1,927 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares 2,035 $118K <0.01% 0 Timeline DSEP 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 475 shares; 2025Q2: 325 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares; 2026Q1: 2,681 shares 2,681 $118K <0.01% -25 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,788 shares; 2026Q1: 26,007 shares 26,007 $118K <0.01% +16,219 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,652 shares; 2025Q3: 9,864 shares; 2025Q4: 8,085 shares; 2026Q1: 8,085 shares 8,085 $118K <0.01% 0 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: 132 shares; 2024Q4: 145 shares; 2025Q1: 1,041 shares; 2025Q2: 1,095 shares; 2025Q3: 103 shares; 2025Q4: 506 shares; 2026Q1: 678 shares 678 $118K <0.01% +172 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: 11,716 shares; 2024Q4: 11,749 shares; 2025Q1: 13,214 shares; 2025Q2: 13,257 shares; 2025Q3: 8,404 shares; 2025Q4: 9,474 shares; 2026Q1: 10,412 shares 10,412 $117K <0.01% +938 Timeline IXG 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: 571 shares; 2024Q4: 571 shares; 2025Q1: 657 shares; 2025Q2: 599 shares; 2025Q3: 706 shares; 2025Q4: 921 shares; 2026Q1: 1,026 shares 1,026 $117K <0.01% +105 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: 56 shares; 2024Q4: 788 shares; 2025Q1: 1,287 shares; 2025Q2: 1,043 shares; 2025Q3: 1,134 shares; 2025Q4: 1,406 shares; 2026Q1: 1,232 shares 1,232 $117K <0.01% -174 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 317 shares; 2025Q1: 313 shares; 2025Q2: 307 shares; 2025Q3: 1,227 shares; 2025Q4: 994 shares; 2026Q1: 973 shares 973 $116K <0.01% -21 Timeline TOPT 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: 51,711 shares; 2025Q3: 55,593 shares; 2025Q4: 58,149 shares; 2026Q1: 4,065 shares 4,065 $116K <0.01% -54,084 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 8,649 shares; 2025Q1: 16,379 shares; 2025Q2: 14,929 shares; 2025Q3: 11,842 shares; 2025Q4: 11,524 shares; 2026Q1: 8,939 shares 8,939 $115K <0.01% -2,585 Timeline LRGE 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: 1,112 shares; 2024Q4: 1,188 shares; 2025Q1: 1,129 shares; 2025Q2: 6,153 shares; 2025Q3: 8,224 shares; 2025Q4: 8,157 shares; 2026Q1: 1,531 shares 1,531 $115K <0.01% -6,626 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 5,276 shares; 2025Q1: 5,276 shares; 2025Q2: 8,276 shares; 2025Q3: 8,276 shares; 2025Q4: 8,276 shares; 2026Q1: 14,974 shares 14,974 $115K <0.01% +6,698 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 1,871 shares; 2025Q3: 2,188 shares; 2025Q4: 2,217 shares; 2026Q1: 3,395 shares 3,395 $115K <0.01% +1,178 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 413 shares; 2025Q1: 753 shares; 2025Q2: 614 shares; 2025Q3: 688 shares; 2025Q4: 709 shares; 2026Q1: 701 shares 701 $115K <0.01% -8 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 941 shares; 2025Q1: 945 shares; 2025Q2: 1,226 shares; 2025Q3: 1,364 shares; 2025Q4: 1,535 shares; 2026Q1: 1,744 shares 1,744 $115K <0.01% +209 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 2,526 shares; 2025Q1: 2,515 shares; 2025Q2: 2,302 shares; 2025Q3: 2,370 shares; 2025Q4: 2,317 shares; 2026Q1: 2,542 shares 2,542 $115K <0.01% +225 Timeline GOAI EVA LIVE INC More: the full row for EVA LIVE 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: 30,530 shares 30,530 $114K <0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 263 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 498 shares 498 $114K <0.01% +285 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 13,536 shares; 2025Q1: 9,001 shares; 2025Q2: 9,518 shares; 2025Q3: 8,433 shares; 2025Q4: 5,222 shares; 2026Q1: 5,230 shares 5,230 $114K <0.01% +8 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,275 shares; 2024Q4: 80,675 shares; 2025Q1: 55,100 shares; 2025Q2: 45,300 shares; 2025Q3: 46,300 shares; 2025Q4: 48,050 shares; 2026Q1: 35,150 shares 35,150 $114K <0.01% -12,900 Timeline PSCH 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: 2,883 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,846 shares; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares 2,772 $114K <0.01% 0 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares 3,172 $114K <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: 129,342 shares; 2024Q4: 122,793 shares; 2025Q1: 136,801 shares; 2025Q2: 140,951 shares; 2025Q3: 140,869 shares; 2025Q4: 134,533 shares; 2026Q1: 10,100 shares 10,100 $113K <0.01% -124,433 Timeline IHE 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: 162 shares; 2024Q4: 162 shares; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 711 shares; 2026Q1: 1,299 shares 1,299 $113K <0.01% +588 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 25,671 shares; 2025Q1: 25,671 shares; 2025Q2: 26,271 shares; 2025Q3: 26,721 shares; 2025Q4: 19,221 shares; 2026Q1: 16,221 shares 16,221 $112K <0.01% -3,000 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 709 shares; 2025Q1: 734 shares; 2025Q2: 382 shares; 2025Q3: 386 shares; 2025Q4: 374 shares; 2026Q1: 782 shares 782 $112K <0.01% +408 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,737 shares; 2025Q1: 3,728 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,295 shares; 2026Q1: 3,308 shares 3,308 $112K <0.01% +13 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,049 shares; 2025Q3: 3,048 shares; 2025Q4: 3,048 shares; 2026Q1: 3,049 shares 3,049 $112K <0.01% +1 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: 2,800 shares; 2024Q4: 8,900 shares; 2025Q1: 9,100 shares; 2025Q2: 6,870 shares; 2025Q3: 6,550 shares; 2025Q4: 4,450 shares; 2026Q1: 2,225 shares 2,225 $111K <0.01% -2,225 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 2,950 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,250 shares; 2025Q4: 1,360 shares; 2026Q1: 2,428 shares 2,428 $111K <0.01% +1,068 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 10,913 shares; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 11,863 shares; 2026Q1: 10,913 shares 10,913 $111K <0.01% -950 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $111K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 541 shares; 2025Q2: 471 shares; 2025Q3: 83 shares; 2025Q4: 123 shares; 2026Q1: 5,011 shares 5,011 $110K <0.01% +4,888 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 885 shares; 2025Q1: 953 shares; 2025Q2: 992 shares; 2025Q3: 1,439 shares; 2025Q4: 1,440 shares; 2026Q1: 1,628 shares 1,628 $110K <0.01% +188 Timeline DAIO DATA I O CORP More: the full row for DATA I O 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: 20,917 shares; 2025Q3: 34,917 shares; 2025Q4: 43,472 shares; 2026Q1: 43,472 shares 43,472 $110K <0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 162 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares 1,898 $110K <0.01% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,363 shares; 2025Q1: 3,456 shares; 2025Q2: 3,480 shares; 2025Q3: 4,845 shares; 2025Q4: 7,614 shares; 2026Q1: 7,648 shares 7,648 $110K <0.01% +34 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: 25,425 shares; 2025Q1: 17,260 shares; 2025Q2: 17,293 shares; 2025Q3: 20,125 shares; 2025Q4: 17,708 shares; 2026Q1: 21,710 shares 21,710 $109K <0.01% +4,002 Timeline PBW 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: 3,448 shares; 2024Q4: 3,491 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,456 shares 3,456 $109K <0.01% -15 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,266 shares 2,266 $109K <0.01% 0 Timeline EWT 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: 1,724 shares; 2024Q4: 3,262 shares; 2025Q1: 3,782 shares; 2025Q2: 2,522 shares; 2025Q3: 1,597 shares; 2025Q4: 1,661 shares; 2026Q1: 1,531 shares 1,531 $109K <0.01% -130 Timeline SGMT SAGIMET BIOSCIENCES INC More: the full row for SAGIMET BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,747 shares 20,747 $108K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 5,056 shares; 2025Q1: 4,464 shares; 2025Q2: 4,745 shares; 2025Q3: 5,956 shares; 2025Q4: 6,316 shares; 2026Q1: 6,386 shares 6,386 $108K <0.01% +70 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 403 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 331 shares; 2025Q4: 219 shares; 2026Q1: 391 shares 391 $108K <0.01% +172 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 35 shares; 2025Q1: 185 shares; 2025Q2: 199 shares; 2025Q3: 852 shares; 2025Q4: 177 shares; 2026Q1: 1,473 shares 1,473 $108K <0.01% +1,296 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 382 shares; 2025Q3: 2,237 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares 1,999 $108K <0.01% 0 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares 2,081 $108K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 22,037 shares; 2025Q1: 23,334 shares; 2025Q2: 23,140 shares; 2025Q3: 23,065 shares; 2025Q4: 23,126 shares; 2026Q1: 23,235 shares 23,235 $108K <0.01% +109 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,306 shares; 2025Q2: 2,300 shares; 2025Q3: 2,762 shares; 2025Q4: 2,319 shares; 2026Q1: 9,269 shares 9,269 $108K <0.01% +6,950 Timeline EDV 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: 12,878 shares; 2024Q4: 5,518 shares; 2025Q1: 4,775 shares; 2025Q2: 4,580 shares; 2025Q3: 15,876 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares 1,652 $107K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares; 2026Q1: 5,067 shares 5,067 $107K <0.01% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 65 shares; 2025Q1: 28,259 shares; 2025Q2: 550 shares; 2025Q3: 611 shares; 2025Q4: 1,100 shares; 2026Q1: 1,125 shares 1,125 $106K <0.01% +25 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: 3,742 shares; 2024Q4: 3,593 shares; 2025Q1: 4,528 shares; 2025Q2: 4,422 shares; 2025Q3: 4,998 shares; 2025Q4: 4,532 shares; 2026Q1: 4,604 shares 4,604 $106K <0.01% +72 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 548 shares; 2025Q2: 465 shares; 2025Q3: 755 shares; 2025Q4: 573 shares; 2026Q1: 400 shares 400 $106K <0.01% -173 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,780 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $106K <0.01% 0 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 3,024 shares; 2025Q2: 3,024 shares; 2025Q3: 2,951 shares; 2025Q4: 2,941 shares; 2026Q1: 2,848 shares 2,848 $106K <0.01% -93 Timeline SCHR 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: 58 shares; 2024Q4: 5,504 shares; 2025Q1: 8,489 shares; 2025Q2: 4,488 shares; 2025Q3: 1,544 shares; 2025Q4: 1,937 shares; 2026Q1: 4,249 shares 4,249 $106K <0.01% +2,312 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 3,951 shares; 2025Q1: 1,618 shares; 2025Q2: 614 shares; 2025Q3: 514 shares; 2025Q4: 73 shares; 2026Q1: 3,210 shares 3,210 $106K <0.01% +3,137 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,705 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 3,925 shares 3,925 $106K <0.01% +2,170 Timeline IDEC 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: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 3,241 shares 3,241 $106K <0.01% +750 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 398 shares; 2025Q4: 4,398 shares; 2026Q1: 11,663 shares 11,663 $105K <0.01% +7,265 Timeline MXI 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: 205 shares; 2024Q4: 380 shares; 2025Q1: 450 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985 $105K <0.01% 0 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,150 shares; 2024Q4: 21,000 shares; 2025Q1: 22,970 shares; 2025Q2: 23,970 shares; 2025Q3: 11,970 shares; 2025Q4: 12,626 shares; 2026Q1: 12,526 shares 12,526 $105K <0.01% -100 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,956 shares; 2025Q3: 853 shares; 2025Q4: 1,925 shares; 2026Q1: 2,100 shares 2,100 $105K <0.01% +175 Timeline DOMH DOMINARI HOLDINGS INC More: the full row for DOMINARI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 32,103 shares 32,103 $104K <0.01% +32,098 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 1,186 shares; 2025Q1: 971 shares; 2025Q2: 914 shares; 2025Q3: 271 shares; 2025Q4: 1,331 shares; 2026Q1: 827 shares 827 $104K <0.01% -504 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 9,428 shares; 2025Q1: 37,661 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,906 shares 2,906 $104K <0.01% -1 Timeline EMXF 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: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $104K <0.01% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 21,020 shares; 2025Q1: 21,020 shares; 2025Q2: 21,020 shares; 2025Q3: 21,020 shares; 2025Q4: 21,020 shares; 2026Q1: 22,103 shares 22,103 $102K <0.01% +1,083 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,836 shares; 2025Q1: 3,076 shares; 2025Q2: 2,743 shares; 2025Q3: 2,359 shares; 2025Q4: 1,823 shares; 2026Q1: 1,847 shares 1,847 $102K <0.01% +24 Timeline OCTH 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: 4,418 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,320 shares 4,320 $101K <0.01% +110 Timeline MFSM 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: 4,081 shares; 2025Q4: 4,081 shares; 2026Q1: 4,081 shares 4,081 $101K <0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares 1,455 $101K <0.01% 0 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares; 2026Q1: 3,363 shares 3,363 $101K <0.01% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 4,440 shares; 2025Q1: 2,651 shares; 2025Q2: 5,880 shares; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 2,000 shares 2,000 $101K <0.01% -2,330 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 107 shares; 2025Q4: 2,021 shares; 2026Q1: 2,009 shares 2,009 $100K <0.01% -12 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,728 shares; 2025Q1: 9,728 shares; 2025Q2: 9,728 shares; 2025Q3: 7,728 shares; 2025Q4: 14,021 shares; 2026Q1: 16,737 shares 16,737 $100K <0.01% +2,716 Timeline AAPR 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,477 shares; 2025Q2: 3,477 shares; 2025Q3: 3,477 shares; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $100K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 86 shares; 2025Q1: 97 shares; 2025Q2: 69 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 84 shares 84 $100K <0.01% +24 GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 238 shares; 2025Q1: 237 shares; 2025Q2: 175 shares; 2025Q3: 539 shares; 2025Q4: 512 shares; 2026Q1: 669 shares 669 $100K <0.01% +157 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 3,206 shares; 2025Q1: 2,907 shares; 2025Q2: 2,816 shares; 2025Q3: 2,750 shares; 2025Q4: 2,999 shares; 2026Q1: 2,695 shares 2,695 $100K <0.01% -304 Timeline BJUN 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares 2,162 $100K <0.01% 0 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 2,825 shares; 2025Q3: 2,325 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $100K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 521 shares; 2025Q1: 2,069 shares; 2025Q2: 2,064 shares; 2025Q3: 2,020 shares; 2025Q4: 2,014 shares; 2026Q1: 1,360 shares 1,360 $100K <0.01% -654 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: 200 shares; 2024Q4: 775 shares; 2025Q1: 824 shares; 2025Q2: 673 shares; 2025Q3: 369 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $99.9K <0.01% 0 Timeline DECM 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: 3,049 shares; 2026Q1: 3,049 shares 3,049 $99.6K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,613 shares; 2025Q1: 11,373 shares; 2025Q2: 13,273 shares; 2025Q3: 9,515 shares; 2025Q4: 8,099 shares; 2026Q1: 9,269 shares 9,269 $99.5K <0.01% +1,170 Timeline SMLV 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: 270 shares; 2024Q4: 670 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 740 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $99.4K <0.01% 0 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,949 shares; 2025Q2: 9,884 shares; 2025Q3: 11,533 shares; 2025Q4: 18,356 shares; 2026Q1: 3,139 shares 3,139 $98.9K <0.01% -15,217 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: 708 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $98.8K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,069 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 2,749 shares; 2025Q4: 2,353 shares; 2026Q1: 12,446 shares 12,446 $98.8K <0.01% +10,093 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,381 shares; 2025Q4: 4,657 shares; 2026Q1: 4,721 shares 4,721 $98.6K <0.01% +64 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,827 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $98.3K <0.01% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 370 shares; 2025Q1: 7,891 shares; 2025Q2: 11,534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $98K <0.01% new Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 4,162 shares 4,162 $97.9K <0.01% +1,605 Timeline IEUS 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $97.9K <0.01% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 2,587 shares; 2025Q2: 2,640 shares; 2025Q3: 2,421 shares; 2025Q4: 2,462 shares; 2026Q1: 2,574 shares 2,574 $97.6K <0.01% +112 Timeline SMAY 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 3,678 shares 3,678 $96.8K <0.01% 0 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: 8,568 shares; 2024Q4: 15,560 shares; 2025Q1: 15,110 shares; 2025Q2: 3,440 shares; 2025Q3: 4,090 shares; 2025Q4: 3,650 shares; 2026Q1: 2,546 shares 2,546 $96.3K <0.01% -1,104 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 5,401 shares; 2025Q1: 5,415 shares; 2025Q2: 4,263 shares; 2025Q3: 3,719 shares; 2025Q4: 2,767 shares; 2026Q1: 6,708 shares 6,708 $96.3K <0.01% +3,941 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 5,219 shares; 2026Q1: 7,759 shares 7,759 $95.9K <0.01% +2,540 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 3,677 shares; 2025Q2: 991 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 3,995 shares 3,995 $95.7K <0.01% +2,179 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,889 shares; 2024Q4: 10,790 shares; 2025Q1: 9,819 shares; 2025Q2: 6,733 shares; 2025Q3: 7,621 shares; 2025Q4: 6,794 shares; 2026Q1: 6,771 shares 6,771 $95.7K <0.01% -23 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 8,643 shares; 2025Q1: 8,643 shares; 2025Q2: 8,643 shares; 2025Q3: 8,643 shares; 2025Q4: 8,643 shares; 2026Q1: 8,643 shares 8,643 $95.2K <0.01% 0 Timeline INOV 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: 36,153 shares; 2024Q4: 35,886 shares; 2025Q1: 37,093 shares; 2025Q2: 37,625 shares; 2025Q3: 2,474 shares; 2025Q4: 4,033 shares; 2026Q1: 2,741 shares 2,741 $95.1K <0.01% -1,292 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 2,793 shares; 2026Q1: 1,186 shares 1,186 $94.9K <0.01% -1,607 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 500 shares; 2025Q1: 544 shares; 2025Q2: 244 shares; 2025Q3: 315 shares; 2025Q4: 253 shares; 2026Q1: 1,468 shares 1,468 $94.9K <0.01% +1,215 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 10,000 shares; 2026Q1: 8,500 shares 8,500 $94.8K <0.01% -1,500 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 36,446 shares; 2025Q1: 20,615 shares; 2025Q2: 20,675 shares; 2025Q3: 9,912 shares; 2025Q4: 9,912 shares; 2026Q1: 8,824 shares 8,824 $94.8K <0.01% -1,088 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 8,789 shares; 2025Q1: 6,596 shares; 2025Q2: 1,627 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares 1,637 $94.8K <0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 934 shares; 2025Q1: 1,034 shares; 2025Q2: 938 shares; 2025Q3: 858 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $94.5K <0.01% 0 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,839 shares 2,839 $94.4K <0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 2,147 shares; 2025Q1: 2,225 shares; 2025Q2: 2,294 shares; 2025Q3: 2,550 shares; 2025Q4: 2,572 shares; 2026Q1: 2,433 shares 2,433 $94.3K <0.01% -139 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 1,884 shares; 2025Q1: 1,519 shares; 2025Q2: 1,450 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,669 shares 1,669 $94.2K <0.01% +1 Timeline NUGT 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: 500 shares 500 $94.1K <0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 3,885 shares; 2025Q3: 3,087 shares; 2025Q4: 2,632 shares; 2026Q1: 2,633 shares 2,633 $94.1K <0.01% +1 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: 1,184 shares; 2024Q4: 733 shares; 2025Q1: 777 shares; 2025Q2: 639 shares; 2025Q3: 739 shares; 2025Q4: 845 shares; 2026Q1: 851 shares 851 $93.8K <0.01% +6 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,898 shares; 2025Q1: 2,174 shares; 2025Q2: 2,187 shares; 2025Q3: 2,972 shares; 2025Q4: 1,008 shares; 2026Q1: 1,018 shares 1,018 $93.8K <0.01% +10 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 5,890 shares; 2025Q1: 8,231 shares; 2025Q2: 8,231 shares; 2025Q3: 6,481 shares; 2025Q4: 6,481 shares; 2026Q1: 6,481 shares 6,481 $93.6K <0.01% 0 Timeline PBE 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: 563 shares; 2024Q4: 582 shares; 2025Q1: 811 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 1,250 shares; 2026Q1: 1,176 shares 1,176 $93.1K <0.01% -74 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,855 shares; 2025Q1: 2,858 shares; 2025Q2: 2,861 shares; 2025Q3: 2,864 shares; 2025Q4: 2,866 shares; 2026Q1: 2,869 shares 2,869 $93.1K <0.01% +3 Timeline SPYX 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: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755 $93.1K <0.01% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,786 shares 2,786 $93K <0.01% 0 Timeline XDEC 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 3,707 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $92.7K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,388 shares; 2025Q4: 3,058 shares; 2026Q1: 5,488 shares 5,488 $92.7K <0.01% +2,430 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 328 shares; 2025Q1: 648 shares; 2025Q2: 316 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 846 shares 846 $92.6K <0.01% +50 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: 1,272 shares; 2024Q4: 1,820 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,464 shares; 2025Q4: 1,107 shares; 2026Q1: 1,031 shares 1,031 $92.4K <0.01% -76 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,243 shares; 2025Q1: 2,213 shares; 2025Q2: 1,439 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,604 shares 1,604 $92.4K <0.01% +80 Timeline QQA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850 $92.3K <0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 14 shares 14 $92.3K <0.01% +2 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,656 shares; 2025Q2: 7,209 shares; 2025Q3: 4,039 shares; 2025Q4: 5,529 shares; 2026Q1: 3,455 shares 3,455 $92K <0.01% -2,074 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 769 shares 769 $91.9K <0.01% +590 Timeline DFEM 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: 3,504 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares 2,649 $91.5K <0.01% 0 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: 3,020 shares; 2024Q4: 3,000 shares; 2025Q1: 957,594 shares; 2025Q2: 30,500 shares; 2025Q3: 30,500 shares; 2025Q4: 30,500 shares; 2026Q1: 30,500 shares 30,500 $91.5K <0.01% 0 Timeline FAI 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: 3,827 shares; 2026Q1: 2,456 shares 2,456 $91.3K <0.01% -1,371 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to 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: 1,790 shares 1,790 $91.3K <0.01% new Timeline FTLF FITLIFE BRANDS INC More: the full row for FITLIFE BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,675 shares; 2025Q4: 3,478 shares; 2026Q1: 6,425 shares 6,425 $91.2K <0.01% +2,947 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $91.2K <0.01% new Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 1,861 shares 1,861 $91.2K <0.01% +1,803 Timeline IMAR 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: 1,165 shares; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,130 shares 3,130 $90.9K <0.01% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 84 shares; 2025Q1: 36 shares; 2025Q2: 83 shares; 2025Q3: 1,692 shares; 2025Q4: 3,056 shares; 2026Q1: 2,025 shares 2,025 $90.8K <0.01% -1,031 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,601 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares; 2026Q1: 3,608 shares 3,608 $90.7K <0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 1,127 shares; 2025Q4: 1,052 shares; 2026Q1: 982 shares 982 $90.7K <0.01% -70 Timeline XBJL 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: 16,424 shares; 2024Q4: 3,505 shares; 2025Q1: 3,717 shares; 2025Q2: 4,086 shares; 2025Q3: 3,074 shares; 2025Q4: 2,595 shares; 2026Q1: 2,377 shares 2,377 $90.4K <0.01% -218 Timeline KJAN 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: 2,605 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,303 shares; 2025Q3: 2,211 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares 2,162 $90.2K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 2,508 shares; 2025Q1: 3,007 shares; 2025Q2: 3,510 shares; 2025Q3: 3,092 shares; 2025Q4: 2,808 shares; 2026Q1: 3,128 shares 3,128 $90.1K <0.01% +320 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 492 shares; 2025Q1: 485 shares; 2025Q2: 5,094 shares; 2025Q3: 4,856 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares 3,707 $90K <0.01% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares 2,358 $89.7K <0.01% 0 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: 1,122 shares; 2024Q4: 1,143 shares; 2025Q1: 651 shares; 2025Q2: 631 shares; 2025Q3: 624 shares; 2025Q4: 636 shares; 2026Q1: 653 shares 653 $89.5K <0.01% +17 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250 $89.5K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 9,000 shares 9,000 $89.4K <0.01% +4,000 Timeline PSCE 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $89.3K <0.01% new Timeline SCYB 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: not reported; 2025Q4: 3,431 shares; 2026Q1: 3,431 shares 3,431 $89.2K <0.01% 0 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 36,489 shares; 2025Q1: 32,959 shares; 2025Q2: 4,934 shares; 2025Q3: 5,484 shares; 2025Q4: 5,184 shares; 2026Q1: 4,634 shares 4,634 $88K <0.01% -550 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 1,107 shares; 2025Q4: 1,553 shares; 2026Q1: 2,490 shares 2,490 $87.9K <0.01% +937 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 372 shares; 2025Q1: 403 shares; 2025Q2: 383 shares; 2025Q3: 584 shares; 2025Q4: 568 shares; 2026Q1: 420 shares 420 $87.8K <0.01% -148 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,613 shares; 2025Q4: 3,747 shares; 2026Q1: 4,147 shares 4,147 $87.7K <0.01% +400 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 179 shares; 2025Q3: 990 shares; 2025Q4: 1,139 shares; 2026Q1: 658 shares 658 $87.6K <0.01% -481 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,325 shares; 2025Q3: 1,305 shares; 2025Q4: 1,123 shares; 2026Q1: 1,519 shares 1,519 $87.5K <0.01% +396 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $87.5K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,407 shares; 2025Q1: 1,001 shares; 2025Q2: 904 shares; 2025Q3: 1,934 shares; 2025Q4: 1,562 shares; 2026Q1: 1,222 shares 1,222 $87.4K <0.01% -340 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares 1,339 $87.2K <0.01% 0 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,083 shares; 2025Q4: 18,953 shares; 2026Q1: 7,970 shares 7,970 $87.1K <0.01% -10,983 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,345 shares; 2026Q1: 3,126 shares 3,126 $87.1K <0.01% -219 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $87K <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: 37,913 shares; 2024Q4: 39,478 shares; 2025Q1: 56,550 shares; 2025Q2: 49,884 shares; 2025Q3: 10,418 shares; 2025Q4: 10,475 shares; 2026Q1: 10,539 shares 10,539 $86.7K <0.01% +64 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,100 shares; 2025Q1: 1,089 shares; 2025Q2: 1,058 shares; 2025Q3: 1,111 shares; 2025Q4: 956 shares; 2026Q1: 962 shares 962 $86.4K <0.01% +6 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 369 shares; 2026Q1: 665 shares 665 $86.2K <0.01% +296 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 4,101 shares; 2025Q4: 4,101 shares; 2026Q1: 3,232 shares 3,232 $86.2K <0.01% -869 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 3,566 shares 3,566 $86.1K <0.01% +424 Timeline EVSB 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: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $86K <0.01% 0 Timeline PG&E CORP 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: not reported; 2024Q4: 2,150 shares; 2025Q1: 4,800 shares; 2025Q2: 2,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $86K <0.01% 0 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: 3,000 shares; 2024Q4: 2,400 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 1,015 shares 1,015 $85.8K <0.01% +595 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,683 shares; 2025Q2: 3,646 shares; 2025Q3: 3,218 shares; 2025Q4: 3,328 shares; 2026Q1: 3,051 shares 3,051 $85.4K <0.01% -277 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 1,375 shares; 2026Q1: 1,625 shares 1,625 $85.4K <0.01% +250 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 518 shares; 2025Q1: 360 shares; 2025Q2: 366 shares; 2025Q3: 1,398 shares; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360 $85.2K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 375 shares; 2025Q1: 9,189 shares; 2025Q2: 10,612 shares; 2025Q3: 10,969 shares; 2025Q4: 12,036 shares; 2026Q1: 2,687 shares 2,687 $85.2K <0.01% -9,349 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $85.1K <0.01% 0 Timeline EQRR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares 1,222 $85K <0.01% 0 Timeline SPMB 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares; 2026Q1: 3,787 shares 3,787 $84.8K <0.01% 0 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares 3,159 $84.7K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 7,245 shares; 2025Q1: 7,244 shares; 2025Q2: 2,449 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares 2,305 $84.7K <0.01% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 4,858 shares; 2025Q1: 3,884 shares; 2025Q2: 2,216 shares; 2025Q3: 1,879 shares; 2025Q4: 3,052 shares; 2026Q1: 3,051 shares 3,051 $84.6K <0.01% -1 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 179 shares; 2025Q1: 1,999 shares; 2025Q2: 902 shares; 2025Q3: 838 shares; 2025Q4: 545 shares; 2026Q1: 982 shares 982 $84.6K <0.01% +437 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,269 shares; 2025Q1: 3,524 shares; 2025Q2: 2,812 shares; 2025Q3: 4,629 shares; 2025Q4: 3,396 shares; 2026Q1: 3,628 shares 3,628 $84.5K <0.01% +232 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: 495 shares; 2024Q4: 461 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 3,180 shares 3,180 $84.4K <0.01% +2,646 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 7,266 shares; 2026Q1: 3,285 shares 3,285 $84.3K <0.01% -3,981 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 2,159 shares; 2026Q1: 2,179 shares 2,179 $83.9K <0.01% +20 Timeline GNR 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: 1,373 shares; 2024Q4: 2,261 shares; 2025Q1: 1,950 shares; 2025Q2: 1,807 shares; 2025Q3: 1,327 shares; 2025Q4: 1,119 shares; 2026Q1: 1,122 shares 1,122 $83.8K <0.01% +3 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,310 shares; 2025Q1: 1,393 shares; 2025Q2: 1,587 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,385 shares 1,385 $83.2K <0.01% -83 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $83K <0.01% 0 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $82.6K <0.01% 0 Timeline NAPR 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: 6,642 shares; 2024Q4: 6,642 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 5,755 shares; 2025Q4: 1,577 shares; 2026Q1: 1,510 shares 1,510 $82.5K <0.01% -67 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 10 shares; 2025Q1: 20,710 shares; 2025Q2: 19,132 shares; 2025Q3: 1,577 shares; 2025Q4: 1,868 shares; 2026Q1: 1,873 shares 1,873 $82.4K <0.01% +5 Timeline AIPO 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: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $82.4K <0.01% 0 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,611 shares; 2025Q1: 1,612 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $82.3K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM 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: 6,605 shares; 2025Q4: 1,187 shares; 2026Q1: 5,305 shares 5,305 $82.2K <0.01% +4,118 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,134 shares; 2024Q4: 37,670 shares; 2025Q1: 35,535 shares; 2025Q2: 35,236 shares; 2025Q3: 34,610 shares; 2025Q4: 30,430 shares; 2026Q1: 36,350 shares 36,350 $82.2K <0.01% +5,920 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,967 shares; 2025Q1: 31,110 shares; 2025Q2: 19,898 shares; 2025Q3: 1,876 shares; 2025Q4: 1,579 shares; 2026Q1: 1,875 shares 1,875 $82K <0.01% +296 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,045 shares; 2025Q1: 753 shares; 2025Q2: 4,533 shares; 2025Q3: 4,371 shares; 2025Q4: 4,143 shares; 2026Q1: 807 shares 807 $81.9K <0.01% -3,336 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: 22,312 shares; 2024Q4: 22,312 shares; 2025Q1: 21,814 shares; 2025Q2: 21,814 shares; 2025Q3: 20,440 shares; 2025Q4: 16,429 shares; 2026Q1: 16,058 shares 16,058 $81.9K <0.01% -371 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: 959 shares; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,509 shares 1,509 $81.7K <0.01% -150 Timeline XAUG 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $81.7K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,617 shares; 2026Q1: 6,522 shares 6,522 $81.6K <0.01% -41,095 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 5,760 shares; 2025Q1: 5,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 44,760 shares; 2026Q1: 44,760 shares 44,760 $81.5K <0.01% 0 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,321 shares; 2024Q4: 14,835 shares; 2025Q1: 15,434 shares; 2025Q2: 16,103 shares; 2025Q3: 16,772 shares; 2025Q4: 17,532 shares; 2026Q1: 18,384 shares 18,384 $81.4K <0.01% +852 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares 3,358 $81.4K <0.01% 0 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 10,315 shares; 2025Q1: 18,374 shares; 2025Q2: 18,175 shares; 2025Q3: 18,191 shares; 2025Q4: 8,656 shares; 2026Q1: 5,960 shares 5,960 $81.2K <0.01% -2,696 Timeline SMLL HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 8,070 shares; 2025Q2: 18,309 shares; 2025Q3: 31,490 shares; 2025Q4: 7,022 shares; 2026Q1: 4,274 shares 4,274 $81.2K <0.01% -2,748 Timeline KOCT 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: 2,387 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 3,725 shares; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares; 2026Q1: 2,387 shares 2,387 $81K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 582 shares; 2025Q1: 482 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 619 shares 619 $80.9K <0.01% +130 Timeline IJUN 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: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $80.9K <0.01% 0 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 420 shares; 2025Q4: 690 shares; 2026Q1: 750 shares 750 $80.6K <0.01% +60 Timeline