CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,626 shares; 2026Q1: 4,938 shares 4,938 $468K 0.05% -1,688 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,758 shares 19,758 $467K 0.05% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,673 shares; 2024Q4: not reported; 2025Q1: 5,422 shares; 2025Q2: not reported; 2025Q3: 13,097 shares; 2025Q4: not reported; 2026Q1: 12,694 shares 12,694 $467K 0.05% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares 6,257 $467K 0.05% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares; 2026Q1: 5,488 shares 5,488 $466K 0.05% +2,981 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 2,323 shares; 2025Q1: 4,694 shares; 2025Q2: 2,865 shares; 2025Q3: 1,557 shares; 2025Q4: not reported; 2026Q1: 3,347 shares 3,347 $466K 0.05% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,908 shares; 2025Q3: not reported; 2025Q4: 3,422 shares; 2026Q1: 9,575 shares 9,575 $463K 0.05% +6,153 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares; 2026Q1: 3,439 shares 3,439 $463K 0.05% -887 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,669 shares 7,669 $460K 0.05% new 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: 88,916 shares; 2024Q4: 12,943 shares; 2025Q1: not reported; 2025Q2: 18,166 shares; 2025Q3: 5,680 shares; 2025Q4: 10,958 shares; 2026Q1: 6,624 shares 6,624 $459K 0.05% -4,334 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,336 shares; 2025Q3: 6,751 shares; 2025Q4: 5,504 shares; 2026Q1: 5,911 shares 5,911 $459K 0.05% +407 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,179 shares; 2025Q1: 18,497 shares; 2025Q2: 13,508 shares; 2025Q3: not reported; 2025Q4: 7,925 shares; 2026Q1: 15,406 shares 15,406 $458K 0.05% +7,481 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: 10,205 shares; 2024Q4: 5,289 shares; 2025Q1: 4,156 shares; 2025Q2: 511 shares; 2025Q3: 9,507 shares; 2025Q4: 4,403 shares; 2026Q1: 2,114 shares 2,114 $456K 0.05% -2,289 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,456 shares 8,456 $452K 0.05% new 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: 2,868 shares; 2024Q4: not reported; 2025Q1: 1,789 shares; 2025Q2: 8,812 shares; 2025Q3: 2,605 shares; 2025Q4: 4,983 shares; 2026Q1: 1,657 shares 1,657 $451K 0.05% -3,326 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,619 shares; 2025Q1: 9,288 shares; 2025Q2: 17,370 shares; 2025Q3: not reported; 2025Q4: 10,235 shares; 2026Q1: 19,885 shares 19,885 $451K 0.05% +9,650 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 2,916 shares; 2025Q1: 1,017 shares; 2025Q2: 927 shares; 2025Q3: 1,146 shares; 2025Q4: 772 shares; 2026Q1: 2,265 shares 2,265 $449K 0.05% +1,493 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,049 shares 24,049 $449K 0.05% new Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: not reported; 2025Q1: 3,002 shares; 2025Q2: not reported; 2025Q3: 7,912 shares; 2025Q4: not reported; 2026Q1: 6,700 shares 6,700 $449K 0.05% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,967 shares; 2024Q4: 30,474 shares; 2025Q1: 21,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,955 shares 19,955 $448K 0.05% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,459 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,584 shares 20,584 $446K 0.05% new Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,585 shares; 2025Q3: 29,944 shares; 2025Q4: not reported; 2026Q1: 25,279 shares 25,279 $444K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares 3,506 $444K 0.05% new Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,941 shares; 2025Q3: 20,290 shares; 2025Q4: not reported; 2026Q1: 21,181 shares 21,181 $443K 0.05% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 10,582 shares; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 3,239 shares 3,239 $442K 0.05% +1,546 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: 1,549 shares; 2024Q4: 1,753 shares; 2025Q1: 3,077 shares; 2025Q2: 6,366 shares; 2025Q3: 699 shares; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $442K 0.05% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,098 shares; 2025Q2: 10,307 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,194 shares 18,194 $440K 0.05% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,006 shares 7,006 $439K 0.05% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,936 shares 3,936 $438K 0.05% new Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,685 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,163 shares 9,163 $437K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 4,311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,504 shares; 2025Q4: 4,127 shares; 2026Q1: 1,834 shares 1,834 $437K 0.05% -2,293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,331 shares; 2025Q3: 5,459 shares; 2025Q4: not reported; 2026Q1: 2,978 shares 2,978 $435K 0.05% new Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,975 shares; 2025Q1: not reported; 2025Q2: 37,423 shares; 2025Q3: 16,477 shares; 2025Q4: 14,099 shares; 2026Q1: 38,540 shares 38,540 $435K 0.05% +24,441 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,398 shares 4,398 $434K 0.05% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,667 shares; 2026Q1: 10,313 shares 10,313 $433K 0.05% +3,646 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,900 shares; 2025Q1: 14,965 shares; 2025Q2: not reported; 2025Q3: 5,586 shares; 2025Q4: not reported; 2026Q1: 2,986 shares 2,986 $432K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,398 shares; 2026Q1: 1,908 shares 1,908 $431K 0.05% -11,490 Timeline EPV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,417 shares; 2025Q3: not reported; 2025Q4: 10,385 shares; 2026Q1: 19,597 shares 19,597 $431K 0.05% +9,212 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,718 shares; 2025Q4: 5,354 shares; 2026Q1: 8,991 shares 8,991 $431K 0.05% +3,637 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,367 shares 13,367 $431K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,591 shares; 2025Q1: 1,417 shares; 2025Q2: 22,183 shares; 2025Q3: 9,553 shares; 2025Q4: not reported; 2026Q1: 3,345 shares 3,345 $431K 0.05% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,904 shares; 2025Q2: not reported; 2025Q3: 7,302 shares; 2025Q4: 11,987 shares; 2026Q1: 3,629 shares 3,629 $430K 0.05% -8,358 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,078 shares; 2024Q4: 38,658 shares; 2025Q1: 48,434 shares; 2025Q2: 61,169 shares; 2025Q3: not reported; 2025Q4: 14,997 shares; 2026Q1: 31,487 shares 31,487 $427K 0.05% +16,490 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,562 shares 6,562 $426K 0.05% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,096 shares 6,096 $426K 0.05% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,278 shares; 2025Q1: 19,626 shares; 2025Q2: 17,538 shares; 2025Q3: 15,022 shares; 2025Q4: not reported; 2026Q1: 24,860 shares 24,860 $425K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: not reported; 2025Q3: 924 shares; 2025Q4: not reported; 2026Q1: 974 shares 974 $423K 0.05% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $421K 0.05% new Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,581 shares; 2026Q1: 7,421 shares 7,421 $421K 0.05% -5,160 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,985 shares; 2025Q2: 9,460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,686 shares 8,686 $421K 0.05% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: 6,600 shares; 2026Q1: 7,816 shares 7,816 $421K 0.05% +1,216 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,726 shares; 2025Q3: 8,283 shares; 2025Q4: not reported; 2026Q1: 10,825 shares 10,825 $421K 0.05% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,159 shares; 2025Q3: 11,868 shares; 2025Q4: not reported; 2026Q1: 26,662 shares 26,662 $419K 0.05% new 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: 40,864 shares; 2024Q4: not reported; 2025Q1: 35,366 shares; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 9,690 shares; 2026Q1: 11,586 shares 11,586 $419K 0.05% +1,896 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,793 shares 8,793 $419K 0.05% new Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,945 shares 4,945 $419K 0.05% new Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 24,765 shares; 2025Q1: 37,939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,114 shares; 2026Q1: 11,807 shares 11,807 $415K 0.05% +5,693 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,530 shares 23,530 $415K 0.05% new Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,699 shares; 2026Q1: 17,497 shares 17,497 $414K 0.05% +2,798 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,416 shares; 2025Q1: not reported; 2025Q2: 37,747 shares; 2025Q3: 6,957 shares; 2025Q4: not reported; 2026Q1: 5,982 shares 5,982 $414K 0.05% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,973 shares; 2025Q4: not reported; 2026Q1: 28,566 shares 28,566 $413K 0.05% new Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,222 shares; 2025Q3: 42,754 shares; 2025Q4: not reported; 2026Q1: 16,735 shares 16,735 $412K 0.05% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,460 shares 7,460 $412K 0.05% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,404 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,397 shares 12,397 $412K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,190 shares; 2024Q4: not reported; 2025Q1: 4,174 shares; 2025Q2: 4,307 shares; 2025Q3: 1,899 shares; 2025Q4: 1,847 shares; 2026Q1: 1,156 shares 1,156 $412K 0.05% -691 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,828 shares 32,828 $411K 0.05% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,350 shares 15,350 $410K 0.05% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 7,864 shares; 2025Q1: 6,715 shares; 2025Q2: 11,831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,785 shares 6,785 $408K 0.05% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,866 shares 1,866 $408K 0.05% new Timeline SRTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,257 shares 10,257 $408K 0.05% new Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,835 shares 3,835 $407K 0.05% new Timeline PICK 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: 6,482 shares; 2024Q4: 8,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,182 shares 7,182 $406K 0.05% new Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,472 shares 4,472 $406K 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: not reported; 2025Q1: 879 shares; 2025Q2: 696 shares; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 468 shares 468 $405K 0.05% +221 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,013 shares 10,013 $405K 0.05% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,896 shares 26,896 $404K 0.05% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,760 shares; 2025Q4: 5,264 shares; 2026Q1: 9,749 shares 9,749 $403K 0.05% +4,485 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,908 shares; 2025Q1: not reported; 2025Q2: 8,403 shares; 2025Q3: 11,650 shares; 2025Q4: 13,408 shares; 2026Q1: 7,591 shares 7,591 $403K 0.05% -5,817 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,033 shares 5,033 $402K 0.05% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,804 shares; 2024Q4: not reported; 2025Q1: 61,056 shares; 2025Q2: 24,474 shares; 2025Q3: 187,586 shares; 2025Q4: not reported; 2026Q1: 11,198 shares 11,198 $402K 0.05% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 1,700 shares; 2025Q1: 3,048 shares; 2025Q2: 2,224 shares; 2025Q3: not reported; 2025Q4: 1,782 shares; 2026Q1: 1,367 shares 1,367 $400K 0.05% -415 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,414 shares; 2026Q1: 3,802 shares 3,802 $397K 0.05% -612 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,063 shares; 2024Q4: 10,063 shares; 2025Q1: not reported; 2025Q2: 29,799 shares; 2025Q3: 6,297 shares; 2025Q4: 4,466 shares; 2026Q1: 2,708 shares 2,708 $396K 0.05% -1,758 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,586 shares 6,586 $395K 0.05% new Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,308 shares; 2025Q1: 13,584 shares; 2025Q2: not reported; 2025Q3: 50,404 shares; 2025Q4: 24,011 shares; 2026Q1: 42,372 shares 42,372 $394K 0.05% +18,361 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,268 shares 4,268 $394K 0.05% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,543 shares 10,543 $393K 0.05% new Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,635 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,357 shares 7,357 $393K 0.05% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 983 shares; 2025Q4: not reported; 2026Q1: 750 shares 750 $391K 0.05% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $391K 0.05% new 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: not reported; 2024Q4: 2,741 shares; 2025Q1: 2,557 shares; 2025Q2: 16,875 shares; 2025Q3: 6,956 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $391K 0.05% new Timeline IWM 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: 11,430 shares; 2024Q4: 1,833 shares; 2025Q1: 47,571 shares; 2025Q2: 40,942 shares; 2025Q3: 4,297 shares; 2025Q4: 11,917 shares; 2026Q1: 1,573 shares 1,573 $390K 0.05% -10,344 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,858 shares; 2025Q2: 6,336 shares; 2025Q3: not reported; 2025Q4: 8,647 shares; 2026Q1: 2,476 shares 2,476 $389K 0.05% -6,171 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,739 shares 4,739 $389K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,624 shares 9,624 $388K 0.05% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,739 shares; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: 5,721 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,166 shares 2,166 $388K 0.05% new Timeline YANG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,792 shares; 2025Q1: 46,273 shares; 2025Q2: 10,344 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,269 shares 13,269 $387K 0.04% new Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares 3,290 $386K 0.04% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,957 shares; 2025Q2: not reported; 2025Q3: 61,827 shares; 2025Q4: 11,463 shares; 2026Q1: 34,783 shares 34,783 $386K 0.04% +23,320 Timeline VBK 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: not reported; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares 1,277 $386K 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,099 shares; 2025Q1: 9,302 shares; 2025Q2: 12,545 shares; 2025Q3: 4,001 shares; 2025Q4: not reported; 2026Q1: 3,950 shares 3,950 $386K 0.04% new Timeline USIG 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: 8,864 shares; 2024Q4: 9,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,895 shares; 2025Q4: 9,716 shares; 2026Q1: 7,519 shares 7,519 $385K 0.04% -2,197 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,339 shares 10,339 $383K 0.04% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: not reported; 2025Q1: 13,619 shares; 2025Q2: 2,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares 3,943 $381K 0.04% new Timeline SPLB 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: 33,578 shares; 2024Q4: not reported; 2025Q1: 20,363 shares; 2025Q2: 44,693 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,154 shares 17,154 $381K 0.04% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,571 shares; 2026Q1: 5,841 shares 5,841 $381K 0.04% -1,730 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,087 shares; 2025Q2: not reported; 2025Q3: 14,709 shares; 2025Q4: not reported; 2026Q1: 35,129 shares 35,129 $381K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,941 shares; 2024Q4: 5,495 shares; 2025Q1: 4,336 shares; 2025Q2: 13,245 shares; 2025Q3: not reported; 2025Q4: 9,064 shares; 2026Q1: 4,051 shares 4,051 $381K 0.04% -5,013 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,992 shares 5,992 $380K 0.04% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,754 shares; 2025Q1: 21,694 shares; 2025Q2: not reported; 2025Q3: 7,917 shares; 2025Q4: not reported; 2026Q1: 16,734 shares 16,734 $380K 0.04% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,594 shares; 2025Q4: not reported; 2026Q1: 2,986 shares 2,986 $380K 0.04% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,977 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,389 shares 9,389 $380K 0.04% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,814 shares 14,814 $380K 0.04% new Timeline MSTU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,048 shares; 2026Q1: 89,270 shares 89,270 $379K 0.04% +71,222 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares 4,485 $379K 0.04% 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: 11,178 shares; 2024Q4: 10,297 shares; 2025Q1: 10,774 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,687 shares 19,687 $378K 0.04% new Timeline VPL 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: 3,639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,298 shares; 2025Q4: not reported; 2026Q1: 3,866 shares 3,866 $378K 0.04% new Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,613 shares; 2026Q1: 2,193 shares 2,193 $377K 0.04% -420 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,694 shares 7,694 $377K 0.04% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 1,261 shares; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 2,386 shares 2,386 $377K 0.04% +910 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,975 shares; 2026Q1: 8,048 shares 8,048 $376K 0.04% +2,073 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,559 shares 34,559 $376K 0.04% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,595 shares; 2025Q1: not reported; 2025Q2: 78,899 shares; 2025Q3: not reported; 2025Q4: 28,171 shares; 2026Q1: 8,985 shares 8,985 $374K 0.04% -19,186 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 3,495 shares; 2025Q1: 3,836 shares; 2025Q2: 4,675 shares; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 4,113 shares 4,113 $373K 0.04% +342 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: not reported; 2025Q1: 5,406 shares; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 5,453 shares; 2026Q1: 2,260 shares 2,260 $373K 0.04% -3,193 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares 1,377 $373K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,290 shares 4,290 $372K 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: not reported; 2025Q1: 4,180 shares; 2025Q2: not reported; 2025Q3: 12,720 shares; 2025Q4: not reported; 2026Q1: 4,637 shares 4,637 $371K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 2,518 shares; 2025Q1: 801 shares; 2025Q2: 2,127 shares; 2025Q3: 963 shares; 2025Q4: not reported; 2026Q1: 252 shares 252 $371K 0.04% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,579 shares; 2026Q1: 29,982 shares 29,982 $371K 0.04% -25,597 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,828 shares 3,828 $371K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: not reported; 2026Q1: 1,275 shares 1,275 $370K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,937 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,320 shares 5,320 $369K 0.04% new Timeline DBP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,356 shares 3,356 $369K 0.04% new Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,282 shares; 2026Q1: 208,966 shares 208,966 $369K 0.04% +197,684 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 1,280 shares; 2026Q1: 1,077 shares 1,077 $369K 0.04% -203 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 2,392 shares; 2025Q1: 8,833 shares; 2025Q2: 2,143 shares; 2025Q3: not reported; 2025Q4: 3,017 shares; 2026Q1: 2,024 shares 2,024 $369K 0.04% -993 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,516 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 4,555 shares 4,555 $369K 0.04% -545 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,986 shares 4,986 $368K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,389 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,542 shares 4,542 $368K 0.04% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: not reported; 2025Q1: 3,936 shares; 2025Q2: 20,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,713 shares 9,713 $367K 0.04% new Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,235 shares 8,235 $366K 0.04% 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: 1,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: not reported; 2026Q1: 2,203 shares 2,203 $366K 0.04% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,079 shares; 2025Q1: not reported; 2025Q2: 37,703 shares; 2025Q3: 174,108 shares; 2025Q4: 96,840 shares; 2026Q1: 51,975 shares 51,975 $365K 0.04% -44,865 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,067 shares; 2026Q1: 2,991 shares 2,991 $365K 0.04% -76 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,212 shares; 2025Q2: 15,276 shares; 2025Q3: 14,273 shares; 2025Q4: not reported; 2026Q1: 18,602 shares 18,602 $365K 0.04% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,847 shares 28,847 $365K 0.04% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,285 shares; 2025Q3: not reported; 2025Q4: 9,110 shares; 2026Q1: 3,669 shares 3,669 $365K 0.04% -5,441 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,069 shares; 2025Q1: 24,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,607 shares; 2026Q1: 7,026 shares 7,026 $365K 0.04% -8,581 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,497 shares; 2024Q4: 15,120 shares; 2025Q1: 18,284 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 5,062 shares 5,062 $364K 0.04% -1,679 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: 21,022 shares; 2024Q4: 7,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,815 shares; 2025Q4: 4,393 shares; 2026Q1: 3,350 shares 3,350 $364K 0.04% -1,043 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,278 shares 6,278 $363K 0.04% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,737 shares 10,737 $363K 0.04% new 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: 3,292 shares; 2024Q4: 2,196 shares; 2025Q1: 3,897 shares; 2025Q2: 5,263 shares; 2025Q3: 1,852 shares; 2025Q4: 1,897 shares; 2026Q1: 3,368 shares 3,368 $362K 0.04% +1,471 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,665 shares; 2025Q1: not reported; 2025Q2: 40,706 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,613 shares 10,613 $362K 0.04% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 2,018 shares; 2025Q1: 3,337 shares; 2025Q2: 1,429 shares; 2025Q3: 1,401 shares; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $361K 0.04% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,326 shares; 2024Q4: not reported; 2025Q1: 2,801 shares; 2025Q2: 940 shares; 2025Q3: 5,053 shares; 2025Q4: not reported; 2026Q1: 2,771 shares 2,771 $360K 0.04% new Timeline ICLN 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: 14,446 shares; 2024Q4: 134,994 shares; 2025Q1: 10,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,679 shares 19,679 $360K 0.04% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 11,236 shares; 2025Q1: not reported; 2025Q2: 49,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,919 shares 7,919 $359K 0.04% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,724 shares; 2026Q1: 6,771 shares 6,771 $359K 0.04% +2,047 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,043 shares 4,043 $358K 0.04% new Timeline ASHR 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: 27,383 shares; 2024Q4: 55,861 shares; 2025Q1: 13,698 shares; 2025Q2: 22,185 shares; 2025Q3: 51,881 shares; 2025Q4: 80,917 shares; 2026Q1: 10,944 shares 10,944 $357K 0.04% -69,973 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,478 shares; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,070 shares 5,070 $356K 0.04% new Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,706 shares; 2026Q1: 3,639 shares 3,639 $355K 0.04% -67 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,070 shares 16,070 $354K 0.04% new Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 963 shares 963 $354K 0.04% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,904 shares 7,904 $354K 0.04% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,552 shares; 2025Q4: not reported; 2026Q1: 7,249 shares 7,249 $354K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 2,865 shares; 2026Q1: 1,712 shares 1,712 $353K 0.04% -1,153 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,946 shares 9,946 $353K 0.04% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,490 shares; 2026Q1: 2,454 shares 2,454 $352K 0.04% +964 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: not reported; 2025Q4: 2,769 shares; 2026Q1: 3,734 shares 3,734 $351K 0.04% +965 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,982 shares; 2025Q4: not reported; 2026Q1: 53,238 shares 53,238 $350K 0.04% new Timeline IGSB 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: 17,958 shares; 2024Q4: 41,241 shares; 2025Q1: not reported; 2025Q2: 20,581 shares; 2025Q3: 13,348 shares; 2025Q4: 37,416 shares; 2026Q1: 6,654 shares 6,654 $350K 0.04% -30,762 Timeline TWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,268 shares 11,268 $349K 0.04% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares 1,767 $348K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 628 shares; 2025Q1: 2,498 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: 725 shares 725 $348K 0.04% -632 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 7,892 shares; 2025Q1: 12,213 shares; 2025Q2: 2,484 shares; 2025Q3: 15,748 shares; 2025Q4: 13,398 shares; 2026Q1: 1,213 shares 1,213 $348K 0.04% -12,185 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,271 shares 15,271 $348K 0.04% new Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,851 shares 6,851 $346K 0.04% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,857 shares 2,857 $345K 0.04% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,508 shares; 2026Q1: 5,689 shares 5,689 $344K 0.04% -12,819 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,995 shares; 2025Q2: 4,794 shares; 2025Q3: 32,721 shares; 2025Q4: 8,825 shares; 2026Q1: 3,906 shares 3,906 $343K 0.04% -4,919 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: not reported; 2026Q1: 296 shares 296 $343K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,172 shares; 2025Q1: 26,003 shares; 2025Q2: not reported; 2025Q3: 4,442 shares; 2025Q4: 9,118 shares; 2026Q1: 9,188 shares 9,188 $342K 0.04% +70 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $342K 0.04% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,257 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,930 shares; 2026Q1: 18,562 shares 18,562 $342K 0.04% +1,632 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,754 shares; 2025Q3: 15,183 shares; 2025Q4: not reported; 2026Q1: 19,941 shares 19,941 $341K 0.04% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 1,989 shares 1,989 $341K 0.04% +412 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,128 shares 23,128 $340K 0.04% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: not reported; 2025Q1: 9,346 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,717 shares 5,717 $339K 0.04% new Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,668 shares; 2025Q1: not reported; 2025Q2: 5,935 shares; 2025Q3: 6,076 shares; 2025Q4: 6,110 shares; 2026Q1: 7,136 shares 7,136 $339K 0.04% +1,026 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,041 shares; 2024Q4: 55,589 shares; 2025Q1: 139,691 shares; 2025Q2: not reported; 2025Q3: 113,290 shares; 2025Q4: 79,871 shares; 2026Q1: 121,918 shares 121,918 $339K 0.04% +42,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,290 shares 8,290 $338K 0.04% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,014 shares 9,014 $338K 0.04% new Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,976 shares 5,976 $337K 0.04% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,331 shares 3,331 $336K 0.04% new Timeline CRCG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,622 shares 123,622 $336K 0.04% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,468 shares 1,468 $336K 0.04% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,463 shares; 2025Q4: not reported; 2026Q1: 1,264 shares 1,264 $336K 0.04% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 3,882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,008 shares 4,008 $336K 0.04% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,112 shares; 2025Q1: 4,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 3,742 shares 3,742 $335K 0.04% +1,163 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: not reported; 2025Q1: 6,686 shares; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,437 shares; 2026Q1: 1,948 shares 1,948 $335K 0.04% +511 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: 57,433 shares; 2024Q4: 1,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,787 shares; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $335K 0.04% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,711 shares; 2026Q1: 1,875 shares 1,875 $334K 0.04% -836 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: not reported; 2024Q4: 7,387 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,020 shares 5,020 $333K 0.04% new Timeline LNGX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,083 shares 7,083 $331K 0.04% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,373 shares; 2025Q2: not reported; 2025Q3: 9,213 shares; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $330K 0.04% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,076 shares; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $330K 0.04% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,664 shares; 2025Q4: 6,584 shares; 2026Q1: 6,307 shares 6,307 $329K 0.04% -277 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,792 shares 11,792 $329K 0.04% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,005 shares; 2026Q1: 1,933 shares 1,933 $329K 0.04% -72 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,030 shares; 2025Q1: not reported; 2025Q2: 15,779 shares; 2025Q3: 5,173 shares; 2025Q4: 7,841 shares; 2026Q1: 14,427 shares 14,427 $329K 0.04% +6,586 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,378 shares 17,378 $328K 0.04% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,885 shares 9,885 $328K 0.04% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,308 shares 5,308 $328K 0.04% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,161 shares 8,161 $328K 0.04% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,119 shares 1,119 $327K 0.04% -653 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 44,289 shares; 2025Q1: 20,335 shares; 2025Q2: 80,122 shares; 2025Q3: 84,662 shares; 2025Q4: 25,047 shares; 2026Q1: 13,491 shares 13,491 $327K 0.04% -11,556 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,209 shares 3,209 $327K 0.04% new 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: 2,694 shares; 2024Q4: 3,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,520 shares; 2025Q4: 11,291 shares; 2026Q1: 7,232 shares 7,232 $327K 0.04% -4,059 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,804 shares 15,804 $326K 0.04% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,350 shares 14,350 $326K 0.04% new Timeline EAFG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,011 shares 14,011 $325K 0.04% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,098 shares; 2026Q1: 9,260 shares 9,260 $325K 0.04% +162 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,530 shares 18,530 $325K 0.04% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 3,593 shares 3,593 $324K 0.04% -2,975 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,037 shares 7,037 $323K 0.04% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 2,671 shares 2,671 $323K 0.04% -627 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,070 shares; 2026Q1: 28,105 shares 28,105 $322K 0.04% -21,965 Timeline SGOV 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: 38,635 shares; 2024Q4: 2,700 shares; 2025Q1: 27,050 shares; 2025Q2: 5,994 shares; 2025Q3: 5,609 shares; 2025Q4: 3,148 shares; 2026Q1: 3,200 shares 3,200 $322K 0.04% +52 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: 5,732 shares; 2026Q1: 4,045 shares 4,045 $321K 0.04% -1,687 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares 2,507 $321K 0.04% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,905 shares; 2024Q4: not reported; 2025Q1: 102,755 shares; 2025Q2: 54,906 shares; 2025Q3: 39,783 shares; 2025Q4: 36,229 shares; 2026Q1: 10,658 shares 10,658 $320K 0.04% -25,571 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 13,730 shares; 2025Q1: 11,411 shares; 2025Q2: 7,266 shares; 2025Q3: 6,913 shares; 2025Q4: 8,996 shares; 2026Q1: 6,414 shares 6,414 $320K 0.04% -2,582 Timeline YMM FULL TRUCK ALLIANCE CO LTD More: the full row for FULL TRUCK ALLIANCE CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,902 shares; 2025Q3: not reported; 2025Q4: 18,466 shares; 2026Q1: 38,525 shares 38,525 $320K 0.04% +20,059 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,588 shares; 2025Q4: not reported; 2026Q1: 2,701 shares 2,701 $319K 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 499 shares 499 $317K 0.04% -399 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,202 shares; 2025Q1: 267,573 shares; 2025Q2: 634,330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,382 shares 108,382 $316K 0.04% new Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,269 shares 12,269 $316K 0.04% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,452 shares; 2024Q4: 31,287 shares; 2025Q1: 12,686 shares; 2025Q2: 53,829 shares; 2025Q3: 38,362 shares; 2025Q4: 20,194 shares; 2026Q1: 15,236 shares 15,236 $316K 0.04% -4,958 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,871 shares; 2025Q1: not reported; 2025Q2: 11,171 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,209 shares 2,209 $315K 0.04% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: not reported; 2025Q1: 23,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,831 shares 60,831 $315K 0.04% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $314K 0.04% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,780 shares; 2026Q1: 11,658 shares 11,658 $314K 0.04% -13,122 Timeline GGLS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,942 shares; 2026Q1: 42,934 shares 42,934 $313K 0.04% +14,992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,414 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares 1,913 $313K 0.04% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,477 shares; 2025Q1: 5,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,560 shares 3,560 $313K 0.04% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,122 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,825 shares 7,825 $312K 0.04% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,919 shares 15,919 $311K 0.04% new Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,142 shares 29,142 $311K 0.04% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,976 shares 5,976 $311K 0.04% new Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,224 shares 7,224 $310K 0.04% new Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 4,890 shares; 2026Q1: 3,626 shares 3,626 $310K 0.04% -1,264 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,136 shares; 2026Q1: 4,963 shares 4,963 $310K 0.04% -173 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,458 shares; 2024Q4: 23,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,696 shares 6,696 $310K 0.04% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,879 shares; 2025Q2: 73,909 shares; 2025Q3: 44,691 shares; 2025Q4: not reported; 2026Q1: 21,441 shares 21,441 $309K 0.04% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,601 shares 3,601 $308K 0.04% new Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,628 shares; 2025Q1: 13,603 shares; 2025Q2: not reported; 2025Q3: 14,231 shares; 2025Q4: not reported; 2026Q1: 23,688 shares 23,688 $307K 0.04% new Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,673 shares 2,673 $307K 0.04% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,569 shares; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: not reported; 2025Q4: 3,063 shares; 2026Q1: 2,830 shares 2,830 $306K 0.04% -233 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,869 shares 5,869 $305K 0.04% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,829 shares; 2024Q4: 82,540 shares; 2025Q1: not reported; 2025Q2: 47,110 shares; 2025Q3: not reported; 2025Q4: 106,902 shares; 2026Q1: 50,636 shares 50,636 $305K 0.04% -56,266 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,472 shares 7,472 $305K 0.04% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,525 shares; 2025Q4: not reported; 2026Q1: 8,197 shares 8,197 $304K 0.04% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,731 shares 16,731 $304K 0.04% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,277 shares 12,277 $304K 0.04% new Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,009 shares 13,009 $304K 0.04% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,280 shares 15,280 $303K 0.04% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 223 shares; 2025Q1: 2,064 shares; 2025Q2: 390 shares; 2025Q3: 1,148 shares; 2025Q4: 1,165 shares; 2026Q1: 309 shares 309 $303K 0.04% -856 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 2,790 shares; 2025Q4: not reported; 2026Q1: 510 shares 510 $302K 0.04% new Timeline TSLG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,508 shares 50,508 $302K 0.04% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $302K 0.04% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,881 shares 2,881 $302K 0.04% new Timeline NRGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,425 shares 6,425 $302K 0.04% new Timeline PLTZ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,299 shares 10,299 $301K 0.03% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,959 shares; 2024Q4: 507,703 shares; 2025Q1: 875,759 shares; 2025Q2: 46,167 shares; 2025Q3: 10,526 shares; 2025Q4: 26,349 shares; 2026Q1: 82,410 shares 82,410 $301K 0.03% +56,061 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $299K 0.03% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 1,529 shares; 2025Q1: 7,130 shares; 2025Q2: not reported; 2025Q3: 4,226 shares; 2025Q4: 4,292 shares; 2026Q1: 624 shares 624 $299K 0.03% -3,668 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,898 shares; 2026Q1: 7,145 shares 7,145 $299K 0.03% +1,247 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,596 shares 1,596 $299K 0.03% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,937 shares 3,937 $297K 0.03% new Timeline SPRE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,143 shares; 2025Q4: not reported; 2026Q1: 15,081 shares 15,081 $295K 0.03% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,613 shares 25,613 $295K 0.03% new Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,120 shares 8,120 $295K 0.03% new Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,392 shares 7,392 $295K 0.03% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,096 shares 4,096 $293K 0.03% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares 540 $293K 0.03% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: not reported; 2025Q1: 15,318 shares; 2025Q2: 15,709 shares; 2025Q3: 15,860 shares; 2025Q4: not reported; 2026Q1: 6,234 shares 6,234 $293K 0.03% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,679 shares; 2026Q1: 8,663 shares 8,663 $293K 0.03% -1,016 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: 17,639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,351 shares; 2025Q3: 14,792 shares; 2025Q4: not reported; 2026Q1: 10,132 shares 10,132 $292K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,353 shares; 2025Q4: 2,402 shares; 2026Q1: 1,490 shares 1,490 $292K 0.03% -912 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,221 shares; 2025Q2: 13,046 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,155 shares 25,155 $292K 0.03% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 9,638 shares; 2026Q1: 1,008 shares 1,008 $292K 0.03% -8,630 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,397 shares 18,397 $290K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,294 shares; 2025Q4: 7,534 shares; 2026Q1: 8,852 shares 8,852 $290K 0.03% +1,318 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: 767 shares 767 $290K 0.03% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: not reported; 2026Q1: 3,272 shares 3,272 $289K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,277 shares; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 6,462 shares; 2026Q1: 3,120 shares 3,120 $289K 0.03% -3,342 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: not reported; 2024Q4: 18,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,398 shares; 2026Q1: 11,492 shares 11,492 $289K 0.03% -16,906 Timeline DRIP 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: 42,384 shares; 2024Q4: not reported; 2025Q1: 71,005 shares; 2025Q2: 64,731 shares; 2025Q3: 99,133 shares; 2025Q4: 43,925 shares; 2026Q1: 69,562 shares 69,562 $288K 0.03% +25,637 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: not reported; 2025Q2: 11,393 shares; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 1,501 shares 1,501 $288K 0.03% -222 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,466 shares 9,466 $288K 0.03% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,835 shares; 2026Q1: 6,582 shares 6,582 $287K 0.03% -3,253 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,964 shares 7,964 $286K 0.03% new Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,049 shares 3,049 $285K 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,653 shares; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $284K 0.03% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: not reported; 2025Q1: 2,611 shares; 2025Q2: 3,260 shares; 2025Q3: not reported; 2025Q4: 2,334 shares; 2026Q1: 2,576 shares 2,576 $284K 0.03% +242 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: 32,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,809 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,965 shares 2,965 $284K 0.03% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 23,759 shares; 2025Q1: 36,059 shares; 2025Q2: not reported; 2025Q3: 33,996 shares; 2025Q4: not reported; 2026Q1: 26,154 shares 26,154 $283K 0.03% new Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,142 shares; 2025Q1: 17,690 shares; 2025Q2: 17,377 shares; 2025Q3: 33,858 shares; 2025Q4: 96,691 shares; 2026Q1: 103,476 shares 103,476 $282K 0.03% +6,785 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,044 shares 7,044 $282K 0.03% new Timeline KORU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares 993 $282K 0.03% new Timeline BMNZ TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,050 shares 14,050 $282K 0.03% new Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,114 shares 51,114 $282K 0.03% new Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,078 shares; 2026Q1: 140,082 shares 140,082 $282K 0.03% +29,004 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: 4,697 shares; 2025Q3: 1,894 shares; 2025Q4: not reported; 2026Q1: 1,397 shares 1,397 $281K 0.03% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 23,316 shares; 2025Q2: 6,112 shares; 2025Q3: 2,180 shares; 2025Q4: not reported; 2026Q1: 2,747 shares 2,747 $281K 0.03% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $281K 0.03% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,310 shares 5,310 $281K 0.03% new Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,987 shares; 2025Q2: 45,561 shares; 2025Q3: 10,172 shares; 2025Q4: 51,398 shares; 2026Q1: 44,269 shares 44,269 $280K 0.03% -7,129 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares 489 $280K 0.03% new Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,415 shares 24,415 $279K 0.03% new Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares 3,701 $278K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,523 shares 6,523 $278K 0.03% new Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,755 shares 10,755 $277K 0.03% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,997 shares; 2025Q4: 10,804 shares; 2026Q1: 23,743 shares 23,743 $277K 0.03% +12,939 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,397 shares; 2025Q4: 5,748 shares; 2026Q1: 3,949 shares 3,949 $277K 0.03% -1,799 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: 34,576 shares; 2024Q4: not reported; 2025Q1: 10,969 shares; 2025Q2: 23,189 shares; 2025Q3: 15,057 shares; 2025Q4: not reported; 2026Q1: 19,686 shares 19,686 $276K 0.03% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,582 shares 21,582 $276K 0.03% new Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $276K 0.03% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,069 shares; 2025Q4: not reported; 2026Q1: 2,865 shares 2,865 $276K 0.03% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,417 shares 12,417 $274K 0.03% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,034 shares 7,034 $274K 0.03% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,547 shares 11,547 $274K 0.03% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: not reported; 2025Q1: 2,648 shares; 2025Q2: 1,576 shares; 2025Q3: 1,577 shares; 2025Q4: 1,673 shares; 2026Q1: 3,963 shares 3,963 $274K 0.03% +2,290 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares 1,403 $273K 0.03% new Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: 10,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,668 shares 3,668 $273K 0.03% new Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,245 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares 1,479 $273K 0.03% new Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,114 shares 6,114 $272K 0.03% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $272K 0.03% new 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: 8,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,401 shares 4,401 $271K 0.03% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,314 shares 4,314 $270K 0.03% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares 3,108 $270K 0.03% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,077 shares; 2026Q1: 3,308 shares 3,308 $270K 0.03% -4,769 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,218 shares; 2026Q1: 3,337 shares 3,337 $270K 0.03% -881 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,910 shares; 2025Q4: 25,587 shares; 2026Q1: 11,384 shares 11,384 $269K 0.03% -14,203 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,958 shares; 2025Q1: 2,413 shares; 2025Q2: not reported; 2025Q3: 7,038 shares; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $269K 0.03% new Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,838 shares 8,838 $268K 0.03% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares 3,202 $268K 0.03% new Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares 10,111 $268K 0.03% new Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,244 shares; 2025Q4: not reported; 2026Q1: 3,966 shares 3,966 $267K 0.03% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,528 shares 4,528 $266K 0.03% new Timeline SGML SIGMA LITHIUM CORPORATION More: the full row for SIGMA LITHIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,244 shares; 2026Q1: 21,510 shares 21,510 $265K 0.03% +11,266 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,222 shares; 2025Q1: 6,606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,007 shares; 2026Q1: 6,213 shares 6,213 $265K 0.03% -2,794 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,698 shares; 2025Q1: not reported; 2025Q2: 10,609 shares; 2025Q3: 1,375 shares; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $265K 0.03% new Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,344 shares 5,344 $265K 0.03% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,641 shares; 2025Q4: 12,142 shares; 2026Q1: 10,942 shares 10,942 $265K 0.03% -1,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,945 shares; 2025Q4: not reported; 2026Q1: 5,624 shares 5,624 $264K 0.03% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,034 shares; 2024Q4: 14,470 shares; 2025Q1: not reported; 2025Q2: 19,800 shares; 2025Q3: not reported; 2025Q4: 9,063 shares; 2026Q1: 5,471 shares 5,471 $264K 0.03% -3,592 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,303 shares; 2025Q1: not reported; 2025Q2: 16,153 shares; 2025Q3: not reported; 2025Q4: 23,908 shares; 2026Q1: 16,372 shares 16,372 $264K 0.03% -7,536 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,008 shares; 2025Q1: 55,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,544 shares 19,544 $264K 0.03% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 3,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,108 shares 2,108 $264K 0.03% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,898 shares; 2026Q1: 37,868 shares 37,868 $263K 0.03% +1,970 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $263K 0.03% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,794 shares 11,794 $262K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 5,141 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares 587 $262K 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: not reported; 2026Q1: 2,389 shares 2,389 $262K 0.03% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: not reported; 2025Q3: 21,905 shares; 2025Q4: not reported; 2026Q1: 8,951 shares 8,951 $262K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 983 shares; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $261K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: not reported; 2025Q1: 2,042 shares; 2025Q2: 2,465 shares; 2025Q3: 5,008 shares; 2025Q4: 3,211 shares; 2026Q1: 1,791 shares 1,791 $261K 0.03% -1,420 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,036 shares 9,036 $260K 0.03% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,523 shares 9,523 $260K 0.03% new Timeline DIG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,896 shares 3,896 $260K 0.03% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,889 shares 4,889 $260K 0.03% new Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,757 shares 4,757 $260K 0.03% new Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,363 shares; 2025Q2: 6,664 shares; 2025Q3: 4,160 shares; 2025Q4: 7,319 shares; 2026Q1: 7,024 shares 7,024 $260K 0.03% -295 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,073 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,820 shares 3,820 $260K 0.03% new Timeline HIBS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,506 shares 5,506 $259K 0.03% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,009 shares 4,009 $259K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 40,394 shares; 2025Q2: 5,310 shares; 2025Q3: 8,049 shares; 2025Q4: 20,351 shares; 2026Q1: 5,386 shares 5,386 $259K 0.03% -14,965 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,837 shares; 2025Q1: 3,114 shares; 2025Q2: 2,988 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares 832 $259K 0.03% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,384 shares 5,384 $258K 0.03% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,581 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,660 shares; 2026Q1: 35,510 shares 35,510 $258K 0.03% -9,150 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $258K 0.03% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,073 shares 11,073 $257K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 2,735 shares; 2025Q1: not reported; 2025Q2: 9,795 shares; 2025Q3: 19,652 shares; 2025Q4: 7,208 shares; 2026Q1: 1,407 shares 1,407 $257K 0.03% -5,801 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,408 shares 6,408 $257K 0.03% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,720 shares 10,720 $257K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares 1,214 $256K 0.03% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,357 shares; 2025Q2: 24,146 shares; 2025Q3: 4,924 shares; 2025Q4: 1,322 shares; 2026Q1: 1,566 shares 1,566 $256K 0.03% +244 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,234 shares; 2025Q1: 3,363 shares; 2025Q2: 7,070 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,754 shares 2,754 $256K 0.03% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,351 shares; 2025Q4: 3,515 shares; 2026Q1: 3,498 shares 3,498 $256K 0.03% -17 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,252 shares 4,252 $256K 0.03% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,979 shares; 2025Q2: not reported; 2025Q3: 6,045 shares; 2025Q4: not reported; 2026Q1: 11,640 shares 11,640 $255K 0.03% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,157 shares 20,157 $255K 0.03% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,423 shares; 2025Q3: 38,646 shares; 2025Q4: 56,626 shares; 2026Q1: 41,443 shares 41,443 $254K 0.03% -15,183 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,621 shares; 2025Q1: 15,413 shares; 2025Q2: 38,042 shares; 2025Q3: 19,201 shares; 2025Q4: 18,674 shares; 2026Q1: 74,501 shares 74,501 $254K 0.03% +55,827 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,700 shares; 2026Q1: 9,484 shares 9,484 $254K 0.03% -3,216 Timeline ZROZ 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: not reported; 2024Q4: 7,542 shares; 2025Q1: 6,487 shares; 2025Q2: 6,988 shares; 2025Q3: 6,723 shares; 2025Q4: 9,007 shares; 2026Q1: 3,965 shares 3,965 $254K 0.03% -5,042 Timeline FNGD BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,427 shares 3,427 $253K 0.03% new Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,167 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,836 shares 100,836 $253K 0.03% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,896 shares; 2025Q4: 26,534 shares; 2026Q1: 5,059 shares 5,059 $253K 0.03% -21,475 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares 3,375 $253K 0.03% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,518 shares; 2024Q4: 12,324 shares; 2025Q1: 34,936 shares; 2025Q2: 127,952 shares; 2025Q3: 24,477 shares; 2025Q4: 16,046 shares; 2026Q1: 13,539 shares 13,539 $252K 0.03% -2,507 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,394 shares; 2024Q4: 5,041 shares; 2025Q1: 9,065 shares; 2025Q2: not reported; 2025Q3: 4,408 shares; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $252K 0.03% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,363 shares 5,363 $252K 0.03% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,575 shares 2,575 $251K 0.03% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 7,365 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,380 shares 7,380 $251K 0.03% new Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,318 shares 14,318 $251K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 4,155 shares; 2025Q2: not reported; 2025Q3: 2,011 shares; 2025Q4: 3,780 shares; 2026Q1: 2,245 shares 2,245 $250K 0.03% -1,535 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,970 shares; 2025Q4: not reported; 2026Q1: 1,953 shares 1,953 $250K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: not reported; 2025Q1: 7,699 shares; 2025Q2: 2,886 shares; 2025Q3: not reported; 2025Q4: 5,368 shares; 2026Q1: 767 shares 767 $250K 0.03% -4,601 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,080 shares 9,080 $250K 0.03% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares 1,839 $249K 0.03% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,849 shares 10,849 $249K 0.03% new Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,668 shares 5,668 $248K 0.03% new Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,984 shares 3,984 $248K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 28,961 shares; 2025Q2: 15,996 shares; 2025Q3: 9,663 shares; 2025Q4: 9,446 shares; 2026Q1: 9,978 shares 9,978 $247K 0.03% +532 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares 1,310 $246K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,399 shares 1,399 $246K 0.03% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,768 shares 9,768 $245K 0.03% new 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: 10,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares; 2026Q1: 1,335 shares 1,335 $245K 0.03% -4,095 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,412 shares 5,412 $245K 0.03% new Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,983 shares 12,983 $245K 0.03% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,630 shares; 2025Q4: not reported; 2026Q1: 7,819 shares 7,819 $244K 0.03% new Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,230 shares 10,230 $244K 0.03% new 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: 3,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,343 shares 3,343 $242K 0.03% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,885 shares; 2024Q4: 371,763 shares; 2025Q1: 491,883 shares; 2025Q2: 19,784 shares; 2025Q3: 119,969 shares; 2025Q4: 10,096 shares; 2026Q1: 53,464 shares 53,464 $242K 0.03% +43,368 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: 2,975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 2,590 shares; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $241K 0.03% new Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,564 shares 3,564 $241K 0.03% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,319 shares; 2024Q4: not reported; 2025Q1: 11,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,793 shares 12,793 $241K 0.03% new Timeline SPYU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,514 shares 11,514 $240K 0.03% new Timeline XHYD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,320 shares 6,320 $239K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares 1,825 $239K 0.03% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,006 shares; 2025Q1: not reported; 2025Q2: 20,019 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,728 shares 9,728 $239K 0.03% new Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,313 shares 12,313 $239K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,184 shares; 2024Q4: 30,720 shares; 2025Q1: not reported; 2025Q2: 11,558 shares; 2025Q3: 28,034 shares; 2025Q4: 20,580 shares; 2026Q1: 2,997 shares 2,997 $239K 0.03% -17,583 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,017 shares 6,017 $238K 0.03% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,883 shares 1,883 $238K 0.03% -17 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: not reported; 2025Q4: 5,013 shares; 2026Q1: 3,987 shares 3,987 $237K 0.03% -1,026 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,416 shares 5,416 $237K 0.03% new Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,859 shares; 2026Q1: 3,083 shares 3,083 $237K 0.03% +224 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $237K 0.03% new Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,423 shares 6,423 $236K 0.03% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 2,965 shares; 2025Q1: 5,393 shares; 2025Q2: not reported; 2025Q3: 5,331 shares; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $236K 0.03% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,659 shares; 2025Q2: 3,964 shares; 2025Q3: 2,741 shares; 2025Q4: not reported; 2026Q1: 2,578 shares 2,578 $236K 0.03% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,765 shares 5,765 $235K 0.03% new Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,651 shares 14,651 $235K 0.03% new 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: not reported; 2024Q4: 4,938 shares; 2025Q1: not reported; 2025Q2: 4,189 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,266 shares 3,266 $234K 0.03% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,478 shares; 2025Q1: 5,158 shares; 2025Q2: 2,288 shares; 2025Q3: 1,685 shares; 2025Q4: 4,702 shares; 2026Q1: 1,943 shares 1,943 $234K 0.03% -2,759 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,426 shares 6,426 $234K 0.03% new Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,365 shares 21,365 $234K 0.03% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,566 shares 2,566 $234K 0.03% new 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: 4,247 shares; 2024Q4: not reported; 2025Q1: 9,260 shares; 2025Q2: 3,008 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,076 shares 2,076 $232K 0.03% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: not reported; 2026Q1: 1,663 shares 1,663 $232K 0.03% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,838 shares; 2026Q1: 8,504 shares 8,504 $232K 0.03% -17,334 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: 94,700 shares; 2024Q4: not reported; 2025Q1: 67,932 shares; 2025Q2: 28,172 shares; 2025Q3: 8,946 shares; 2025Q4: 15,220 shares; 2026Q1: 8,942 shares 8,942 $231K 0.03% -6,278 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,041 shares; 2025Q1: 7,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares 10,807 $231K 0.03% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,763 shares; 2026Q1: 15,262 shares 15,262 $231K 0.03% +3,499 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,362 shares 5,362 $231K 0.03% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,520 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,969 shares 5,969 $231K 0.03% new Timeline CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,037 shares; 2025Q2: 3,660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,942 shares 3,942 $230K 0.03% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: not reported; 2025Q2: 4,441 shares; 2025Q3: 1,150 shares; 2025Q4: 2,725 shares; 2026Q1: 1,363 shares 1,363 $230K 0.03% -1,362 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares 2,613 $230K 0.03% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,972 shares; 2025Q2: 23,750 shares; 2025Q3: not reported; 2025Q4: 11,304 shares; 2026Q1: 25,445 shares 25,445 $230K 0.03% +14,141 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,659 shares; 2024Q4: 28,444 shares; 2025Q1: not reported; 2025Q2: 40,324 shares; 2025Q3: 17,550 shares; 2025Q4: not reported; 2026Q1: 38,842 shares 38,842 $230K 0.03% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 20,944 shares; 2025Q1: not reported; 2025Q2: 17,229 shares; 2025Q3: 40,219 shares; 2025Q4: 39,853 shares; 2026Q1: 41,320 shares 41,320 $229K 0.03% +1,467 Timeline VTV 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: 6,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $228K 0.03% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,690 shares; 2025Q1: 13,749 shares; 2025Q2: 6,451 shares; 2025Q3: 8,614 shares; 2025Q4: 17,882 shares; 2026Q1: 4,599 shares 4,599 $228K 0.03% -13,283 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,329 shares; 2025Q4: 12,555 shares; 2026Q1: 19,166 shares 19,166 $228K 0.03% +6,611 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares 5,693 $228K 0.03% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,759 shares; 2024Q4: 25,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,123 shares 26,123 $228K 0.03% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,446 shares; 2026Q1: 6,289 shares 6,289 $228K 0.03% -10,157 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050 $227K 0.03% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864 $226K 0.03% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,529 shares; 2024Q4: 11,671 shares; 2025Q1: 6,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,174 shares 4,174 $226K 0.03% new Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $226K 0.03% new 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: not reported; 2024Q4: 6,281 shares; 2025Q1: 15,284 shares; 2025Q2: 5,559 shares; 2025Q3: 3,302 shares; 2025Q4: not reported; 2026Q1: 1,785 shares 1,785 $225K 0.03% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 1,665 shares 1,665 $225K 0.03% -489 Timeline SDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,406 shares; 2025Q2: 5,384 shares; 2025Q3: 11,497 shares; 2025Q4: 9,371 shares; 2026Q1: 6,399 shares 6,399 $225K 0.03% -2,972 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,079 shares; 2025Q3: 10,023 shares; 2025Q4: not reported; 2026Q1: 4,847 shares 4,847 $225K 0.03% new Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,946 shares 77,946 $224K 0.03% new Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,781 shares; 2024Q4: 10,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,435 shares; 2026Q1: 7,143 shares 7,143 $224K 0.03% -292 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 1,918 shares; 2025Q1: 3,274 shares; 2025Q2: 4,013 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $224K 0.03% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,712 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,878 shares 7,878 $224K 0.03% new Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares 8,311 $224K 0.03% new Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,171 shares 5,171 $223K 0.03% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: 1,383 shares; 2025Q4: not reported; 2026Q1: 839 shares 839 $222K 0.03% new Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,931 shares 5,931 $222K 0.03% new Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,943 shares; 2026Q1: 2,545 shares 2,545 $221K 0.03% -2,398 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,636 shares 3,636 $221K 0.03% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,852 shares 13,852 $220K 0.03% new Timeline AMZD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,017 shares 20,017 $220K 0.03% new Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,997 shares 2,997 $220K 0.03% new Timeline BITI PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,934 shares; 2025Q1: not reported; 2025Q2: 10,644 shares; 2025Q3: 25,941 shares; 2025Q4: 32,035 shares; 2026Q1: 8,234 shares 8,234 $220K 0.03% -23,801 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,308 shares; 2025Q1: not reported; 2025Q2: 26,295 shares; 2025Q3: 31,743 shares; 2025Q4: 27,318 shares; 2026Q1: 30,961 shares 30,961 $220K 0.03% +3,643 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $219K 0.03% new Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,903 shares 12,903 $219K 0.03% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,785 shares; 2024Q4: 16,660 shares; 2025Q1: 12,045 shares; 2025Q2: not reported; 2025Q3: 10,101 shares; 2025Q4: not reported; 2026Q1: 10,037 shares 10,037 $219K 0.03% new Timeline