IWO 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: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $6.59K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,017 shares; 2025Q1: 6,326 shares; 2025Q2: 6,845 shares; 2025Q3: 177 shares; 2025Q4: 429 shares; 2026Q1: 388 shares 388 $6.58K <0.01% -41 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 24 shares; 2025Q2: 232 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 24 shares 24 $6.53K <0.01% -1 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $6.48K <0.01% new Timeline LVHD 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: restricted; 2024Q4: 145 shares; 2025Q1: 147 shares; 2025Q2: 448 shares; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 152 shares 152 $6.48K <0.01% +2 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares 624 $6.39K <0.01% new TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares 102 $6.38K <0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $6.35K <0.01% new BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 127 shares 127 $6.34K <0.01% +35 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 526 shares; 2025Q3: 82 shares; 2025Q4: 189 shares; 2026Q1: 82 shares 82 $6.34K <0.01% -107 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: restricted; 2024Q4: 891 shares; 2025Q1: 953 shares; 2025Q2: 1,050 shares; 2025Q3: 20 shares; 2025Q4: 139 shares; 2026Q1: 97 shares 97 $6.33K <0.01% -42 Timeline JNK 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: restricted; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $6.32K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633 $6.31K <0.01% new ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 125 shares; 2025Q2: 331 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.3K <0.01% 0 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $6.27K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6.25K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 235 shares; 2025Q2: 238 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares 257 $6.24K <0.01% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $6.24K <0.01% 0 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: not reported; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $6.19K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 776 shares; 2025Q1: 924 shares; 2025Q2: 956 shares; 2025Q3: 59 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $6.02K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $5.98K <0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 477 shares 477 $5.97K <0.01% 0 Timeline MGV 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: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 40 shares 40 $5.8K <0.01% -125 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 200 shares 200 $5.77K <0.01% -120 Timeline UCON 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: restricted; 2024Q4: 2,680 shares; 2025Q1: 4,869 shares; 2025Q2: 4,889 shares; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 232 shares 232 $5.76K <0.01% +2 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $5.67K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $5.64K <0.01% 0 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $5.62K <0.01% 0 Timeline HALMY HALMA PLC (UK) More: the full row for HALMA PLC (UK) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $5.61K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 116 shares; 2025Q2: 222 shares; 2025Q3: 3 shares; 2025Q4: 63 shares; 2026Q1: 23 shares 23 $5.59K <0.01% -40 Timeline CALF 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: restricted; 2024Q4: 640 shares; 2025Q1: 1,349 shares; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 124 shares 124 $5.57K <0.01% +1 Timeline FFLG 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: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $5.56K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $5.49K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $5.48K <0.01% 0 Timeline ITOCY ITOCHU CORP-UNSPONSORED ADR More: the full row for ITOCHU CORP-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 430 shares 430 $5.48K <0.01% +387 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,713 shares; 2025Q1: 2,475 shares; 2025Q2: 2,698 shares; 2025Q3: 9 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $5.48K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 2,293 shares; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 135 shares 135 $5.46K <0.01% -13 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $5.43K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 235 shares; 2025Q4: 295 shares; 2026Q1: 210 shares 210 $5.43K <0.01% -85 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 920 shares; 2025Q2: 1,324 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 50 shares 50 $5.43K <0.01% -9 Timeline PKW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $5.38K <0.01% 0 Timeline MURGY MUENCHENER RUECK-UNSPON ADR More: the full row for MUENCHENER RUECK-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $5.38K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 476 shares; 2025Q2: 651 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $5.36K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 539 shares 539 $5.28K <0.01% new FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $5.26K <0.01% 0 MINT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $5.13K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 8,085 shares; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 892 shares; 2026Q1: 263 shares 263 $5.05K <0.01% -629 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 350 shares 350 $5.05K <0.01% -300 Timeline IGF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 45 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $5.03K <0.01% 0 Timeline FCPI 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 101 shares 101 $4.99K <0.01% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $4.96K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,794 shares; 2025Q2: 2,705 shares; 2025Q3: 130 shares; 2025Q4: 643 shares; 2026Q1: 100 shares 100 $4.95K <0.01% -543 Timeline DSDVY DSV A/S - UNSP ADR More: the full row for DSV A/S - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $4.92K <0.01% 0 Timeline TTDKY TDK CORP-SPONSORED ADR More: the full row for TDK CORP-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: not reported; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $4.88K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,287 shares; 2025Q1: 2,827 shares; 2025Q2: 3,313 shares; 2025Q3: 212 shares; 2025Q4: 1,225 shares; 2026Q1: 212 shares 212 $4.86K <0.01% -1,013 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $4.82K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 18 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $4.77K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $4.73K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $4.68K <0.01% 0 TCHP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $4.64K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305 $4.58K <0.01% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $4.58K <0.01% 0 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: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $4.57K <0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,625 shares; 2025Q1: 53,096 shares; 2025Q2: 58,123 shares; 2025Q3: 6,544 shares; 2025Q4: 12,187 shares; 2026Q1: 875 shares 875 $4.53K <0.01% -11,312 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 769 shares; 2025Q2: 1,198 shares; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 63 shares 63 $4.45K <0.01% -133 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $4.43K <0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $4.42K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $4.42K <0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 1 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $4.4K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $4.36K <0.01% new HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 773 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $4.36K <0.01% 0 Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 455 shares 455 $4.33K <0.01% new CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.32K <0.01% 0 Timeline EQWL 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: restricted; 2024Q4: 25 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $4.26K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $4.23K <0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,250 shares; 2025Q3: 200 shares; 2025Q4: 450 shares; 2026Q1: 200 shares 200 $4.23K <0.01% -250 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 587 shares; 2025Q2: 287 shares; 2025Q3: 108 shares; 2025Q4: 138 shares; 2026Q1: 108 shares 108 $4.22K <0.01% -30 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $4.22K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $4.21K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 60 shares 60 $4.16K <0.01% -10 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $4.16K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $4.14K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $4.09K <0.01% new Timeline KKPNY KONINKLIJKE KPN NV - SP ADR More: the full row for KONINKLIJKE KPN NV - SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 739 shares 739 $4.07K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $4K <0.01% 0 Timeline MTUAY MTU AERO ENGINES-UNSPON ADR More: the full row for MTU AERO ENGINES-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $3.99K <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: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 898 shares; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: 43 shares 43 $3.97K <0.01% -262 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403 $3.94K <0.01% new CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.92K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,802 shares; 2025Q1: 3,627 shares; 2025Q2: 3,641 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.91K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 68 shares; 2025Q2: 1,400 shares; 2025Q3: 109 shares; 2025Q4: 23 shares; 2026Q1: 8 shares 8 $3.88K <0.01% -15 Timeline IEI 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: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $3.79K <0.01% 0 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $3.78K <0.01% new Timeline RSPD 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: restricted; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $3.75K <0.01% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324 shares 324 $3.74K <0.01% new RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 82 shares 82 $3.7K <0.01% +22 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.62K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 300 shares; 2025Q3: 100 shares; 2025Q4: 300 shares; 2026Q1: 100 shares 100 $3.57K <0.01% -200 Timeline FANUY FANUC CORP-UNSP ADR More: the full row for FANUC CORP-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 158 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 206 shares 206 $3.56K <0.01% +81 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $3.56K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,950 shares; 2025Q1: 7,865 shares; 2025Q2: 11,043 shares; 2025Q3: 587 shares; 2025Q4: 1,215 shares; 2026Q1: 135 shares 135 $3.55K <0.01% -1,080 Timeline OFIX ORTHOFIX MED INC More: the full row for ORTHOFIX MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $3.44K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.43K <0.01% 0 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518 $3.43K <0.01% new Timeline HESAY HERMES INTL-UNSPONSORED ADR More: the full row for HERMES INTL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3.41K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.41K <0.01% 0 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: restricted; 2024Q4: 790 shares; 2025Q1: 1,301 shares; 2025Q2: 1,366 shares; 2025Q3: 27 shares; 2025Q4: 282 shares; 2026Q1: 252 shares 252 $3.41K <0.01% -30 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.41K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $3.38K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 243 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 28 shares 28 $3.35K <0.01% -32 Timeline SFGYY SONY FINANCIAL GROUP INC-ADR More: the full row for SONY FINANCIAL GROUP INC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 743 shares 743 $3.34K <0.01% -339 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.31K <0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $3.3K <0.01% 0 Timeline FRDM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $3.28K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.27K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.27K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 43 shares 43 $3.24K <0.01% -22 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $3.23K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.22K <0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $3.2K <0.01% 0 FMAG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.16K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 18 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $3.12K <0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 70 shares 70 $3.11K <0.01% +6 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $3.08K <0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.07K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.06K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 947 shares; 2025Q1: 19 shares; 2025Q2: 231 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $3.05K <0.01% new 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: restricted; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 2,185 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 102 shares 102 $3.03K <0.01% -13 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $3.01K <0.01% 0 Timeline SPKKY SPARK NEW ZEALAND LIMITED ADS More: the full row for SPARK NEW ZEALAND LIMITED ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $2.99K <0.01% new 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: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 38 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.94K <0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $2.93K <0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.88K <0.01% 0 Timeline PSCT 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: restricted; 2024Q4: 942 shares; 2025Q1: 950 shares; 2025Q2: 981 shares; 2025Q3: 347 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $2.88K <0.01% 0 Timeline AIBU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $2.88K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 234 shares; 2025Q2: 232 shares; 2025Q3: 8 shares; 2025Q4: 92 shares; 2026Q1: 88 shares 88 $2.88K <0.01% -4 Timeline XBI 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: restricted; 2024Q4: 302 shares; 2025Q1: 227 shares; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2.81K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.81K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2.77K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.76K <0.01% 0 Timeline SJNK 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $2.75K <0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares 1,613 $2.74K <0.01% 0 Timeline FNMA FANNIE MAE More: the full row for FANNIE MAE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,239 shares; 2025Q2: 4,239 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $2.7K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.69K <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: restricted; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 15 shares 15 $2.69K <0.01% -34 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.69K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63 $2.67K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,304 shares; 2025Q1: 1,340 shares; 2025Q2: 1,039 shares; 2025Q3: 6 shares; 2025Q4: 45 shares; 2026Q1: 37 shares 37 $2.66K <0.01% -8 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.61K <0.01% 0 Timeline PCY 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: restricted; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $2.59K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 318 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $2.55K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.53K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.52K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 8 shares 8 $2.5K <0.01% -545 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,297 shares; 2025Q1: 1,362 shares; 2025Q2: 1,363 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.45K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $2.44K <0.01% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: not reported; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $2.43K <0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88 $2.4K <0.01% new Timeline MTUM 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: restricted; 2024Q4: 198 shares; 2025Q1: 682 shares; 2025Q2: 1,895 shares; 2025Q3: 108 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.4K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $2.39K <0.01% 0 Timeline IVW 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: restricted; 2024Q4: 2,489 shares; 2025Q1: 4,175 shares; 2025Q2: 5,843 shares; 2025Q3: 53 shares; 2025Q4: 621 shares; 2026Q1: 21 shares 21 $2.38K <0.01% -600 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $2.34K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $2.33K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $2.32K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.31K <0.01% 0 Timeline ANGPY VALTERRA PLATINUM-SPON ADR More: the full row for VALTERRA PLATINUM-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $2.28K <0.01% new Timeline NULG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.27K <0.01% 0 Timeline EMB 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: restricted; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 702 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.25K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.24K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.22K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 12 shares; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.19K <0.01% 0 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,675 shares; 2025Q2: 2,335 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $2.13K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $2.08K <0.01% 0 Timeline IONX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $2.08K <0.01% new Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $2.07K <0.01% new VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,801 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: not reported; 2025Q4: 1,801 shares; 2026Q1: 17 shares 17 $2.05K <0.01% -1,784 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.04K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.04K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2.03K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $1.99K <0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 4 shares; 2025Q4: 131 shares; 2026Q1: 4 shares 4 $1.98K <0.01% -127 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.97K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.95K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $1.94K <0.01% 0 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,762 shares; 2025Q1: 2,732 shares; 2025Q2: 2,237 shares; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 115 shares 115 $1.93K <0.01% +4 Timeline AIRO AIRO GROUP HLDGS INC More: the full row for AIRO GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $1.9K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.83K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 561 shares; 2025Q2: 564 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.83K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 10 shares 10 $1.83K <0.01% +1 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.8K <0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 200 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $1.74K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 358 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.74K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.73K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.69K <0.01% 0 Timeline SAUHY STRAUMANN HOLDING AG-UNS ADR More: the full row for STRAUMANN HOLDING AG-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $1.68K <0.01% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $1.68K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.66K <0.01% 0 Timeline CABGY CARLSBERG AS-B-SPON ADR More: the full row for CARLSBERG AS-B-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $1.63K <0.01% 0 Timeline VHT 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: restricted; 2024Q4: 106 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.63K <0.01% 0 Timeline EMLC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 64 shares 64 $1.61K <0.01% +60 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,186 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.6K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $1.58K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.57K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 30 shares 30 $1.56K <0.01% -79 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 33 shares 33 $1.55K <0.01% +10 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 690 shares; 2025Q3: 37 shares; 2025Q4: 397 shares; 2026Q1: 37 shares 37 $1.53K <0.01% -360 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: restricted; 2024Q4: 30 shares; 2025Q1: 44 shares; 2025Q2: 56 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.52K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 378 shares; 2025Q2: 393 shares; 2025Q3: 78 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $1.51K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 106 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.5K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 257 shares; 2025Q3: 50 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.49K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.46K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.45K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 357 shares; 2025Q2: 249 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.45K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.43K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.41K <0.01% 0 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $1.4K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538 shares; 2025Q1: 1,688 shares; 2025Q2: 2,451 shares; 2025Q3: 8 shares; 2025Q4: 928 shares; 2026Q1: 28 shares 28 $1.4K <0.01% -900 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 669 shares; 2025Q2: 517 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 25 shares 25 $1.39K <0.01% -20 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: restricted; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $1.37K <0.01% 0 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 236 shares 236 $1.36K <0.01% -99 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 42 shares; 2025Q2: 51 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.34K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.34K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.34K <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: restricted; 2024Q4: 1,085 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.33K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.33K <0.01% 0 Timeline GDXJ 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: restricted; 2024Q4: 514 shares; 2025Q1: 1,245 shares; 2025Q2: 1,109 shares; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 11 shares 11 $1.32K <0.01% -235 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.3K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114 $1.28K <0.01% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares 128 $1.28K <0.01% new CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 300 shares; 2025Q4: 315 shares; 2026Q1: 15 shares 15 $1.25K <0.01% -300 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.25K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.24K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.22K <0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 236 shares; 2025Q2: 681 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.21K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.2K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.18K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.15K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $1.14K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.13K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 375 shares; 2025Q2: 45 shares; 2025Q3: 6 shares; 2025Q4: 32 shares; 2026Q1: 6 shares 6 $1.11K <0.01% -26 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.1K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.08K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.08K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 18 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.07K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.05K <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: restricted; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 389 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.04K <0.01% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 1,245 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $1.04K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 5 shares 5 $1.02K <0.01% -400 Timeline HYLB 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: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 187 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.01K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 15 shares 15 $1.01K <0.01% -14 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.01K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $984 <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $920 <0.01% 0 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107 shares 107 $908 <0.01% new Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares 84 $903 <0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $892 <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $873 <0.01% 0 Timeline TLT 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: restricted; 2024Q4: 179 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $866 <0.01% 0 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: restricted; 2024Q4: 771 shares; 2025Q1: 777 shares; 2025Q2: 778 shares; 2025Q3: 272 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $864 <0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $834 <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $828 <0.01% 0 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $810 <0.01% new 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: restricted; 2024Q4: 78 shares; 2025Q1: 106 shares; 2025Q2: 230 shares; 2025Q3: 16 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $798 <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $791 <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 52 shares; 2025Q2: 48 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $759 <0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $757 <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,073 shares; 2025Q1: 10,073 shares; 2025Q2: 10,073 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99 $746 <0.01% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $740 <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $727 <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $711 <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,337 shares; 2025Q1: 21,315 shares; 2025Q2: 27,444 shares; 2025Q3: 2,967 shares; 2025Q4: 5,085 shares; 2026Q1: 26 shares 26 $699 <0.01% -5,059 Timeline WDOFF WESDOME GOLD MINES LTD (CANADA More: the full row for WESDOME GOLD MINES LTD (CANADA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $677 <0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $665 <0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 2,745 shares; 2025Q2: 3,433 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $657 <0.01% 0 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: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $652 <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19 $633 <0.01% new Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $632 <0.01% new Timeline SHECY SHIN-ETSU CHEM-UNSPON ADR More: the full row for SHIN-ETSU CHEM-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $630 <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $610 <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $577 <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 145 shares; 2025Q2: 148 shares; 2025Q3: 33 shares; 2025Q4: 7 shares; 2026Q1: 4 shares 4 $571 <0.01% -3 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $556 <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $534 <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $519 <0.01% 0 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,625 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $500 <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 526 shares; 2025Q3: 5 shares; 2025Q4: 291 shares; 2026Q1: 5 shares 5 $456 <0.01% -286 Timeline VEGI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $452 <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $437 <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 6 shares; 2025Q4: 10 shares; 2026Q1: 6 shares 6 $436 <0.01% -4 Timeline MSTY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $425 <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $424 <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 3 shares 3 $419 <0.01% -3 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 37 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $408 <0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 56 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $402 <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 815 shares; 2025Q2: 1,080 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $375 <0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 69 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $327 <0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $315 <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $311 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $298 <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $279 <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 217 shares; 2025Q2: 202 shares; 2025Q3: 18 shares; 2025Q4: 35 shares; 2026Q1: 32 shares 32 $274 <0.01% -3 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $259 <0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $212 <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $212 <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 40 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $210 <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: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 44 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $207 <0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $162 <0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $162 <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $154 <0.01% 0 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: restricted; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 263 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $150 <0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 511 shares; 2025Q3: 36 shares; 2025Q4: 78 shares; 2026Q1: 71 shares 71 $148 <0.01% -7 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $128 <0.01% 0 Timeline IYH 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: restricted; 2024Q4: 165 shares; 2025Q1: 2,250 shares; 2025Q2: 4,061 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $123 <0.01% 0 Timeline SDZNY SANDOZ GROUP AG-ADR More: the full row for SANDOZ GROUP AG-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 337 shares; 2025Q2: 356 shares; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 1 shares 1 $78 <0.01% -2 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $74 <0.01% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $28 <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $14 <0.01% new Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. Timeline ABIOMED INC - CVR ABIOMED INC - CVR More: the full row for ABIOMED INC - CVR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. BRIAPRO THERAPEUTICS BRIAPRO THERAPEUTICS More: the full row for BRIAPRO THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $0 0% 0 Value filed as zero, left out of ratios. TEXAS OSAGE RTY POOL INC TEXAS OSAGE RTY POOL INC More: the full row for TEXAS OSAGE RTY POOL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. AKOUOS INC XXX AKOUOS INC XXX More: the full row for AKOUOS INC XXX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $0 0% 0 Value filed as zero, left out of ratios.