IJS 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,630 shares; 2025Q4: 3,595 shares; 2026Q1: 3,595 shares 3,595 $426K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 12,849 shares; 2025Q3: 13,030 shares; 2025Q4: 12,898 shares; 2026Q1: 13,275 shares 13,275 $425K 0.01% +377 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,065 shares; 2025Q1: 1,774 shares; 2025Q2: 1,757 shares; 2025Q3: 1,763 shares; 2025Q4: 1,749 shares; 2026Q1: 1,738 shares 1,738 $422K 0.01% -11 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,614 shares; 2024Q4: not reported; 2025Q1: 5,818 shares; 2025Q2: 138,477 shares; 2025Q3: 133,041 shares; 2025Q4: 131,519 shares; 2026Q1: 8,633 shares 8,633 $422K 0.01% -122,886 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: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 2,831 shares; 2025Q3: 2,727 shares; 2025Q4: 2,686 shares; 2026Q1: 2,288 shares 2,288 $417K <0.01% -398 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 9,315 shares; 2025Q1: 9,315 shares; 2025Q2: 8,541 shares; 2025Q3: 9,947 shares; 2025Q4: 9,837 shares; 2026Q1: 10,992 shares 10,992 $416K <0.01% +1,155 Timeline IBB 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: 1,542 shares; 2025Q1: 2,434 shares; 2025Q2: 2,573 shares; 2025Q3: 2,492 shares; 2025Q4: 2,360 shares; 2026Q1: 2,435 shares 2,435 $411K <0.01% +75 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,816 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,699 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares 2,679 $410K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,535 shares; 2025Q1: 4,237 shares; 2025Q2: 6,887 shares; 2025Q3: 6,664 shares; 2025Q4: 6,674 shares; 2026Q1: 6,730 shares 6,730 $408K <0.01% +56 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,941 shares; 2025Q1: 1,944 shares; 2025Q2: 1,970 shares; 2025Q3: 1,950 shares; 2025Q4: 1,907 shares; 2026Q1: 1,877 shares 1,877 $407K <0.01% -30 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,531 shares; 2025Q2: 6,543 shares; 2025Q3: 7,052 shares; 2025Q4: 6,668 shares; 2026Q1: 8,027 shares 8,027 $405K <0.01% +1,359 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: 3,487 shares; 2024Q4: 2,180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,341 shares 1,341 $405K <0.01% new Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,793 shares 15,793 $405K <0.01% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 9,040 shares; 2025Q1: 8,619 shares; 2025Q2: 8,460 shares; 2025Q3: 8,486 shares; 2025Q4: 8,486 shares; 2026Q1: 8,575 shares 8,575 $404K <0.01% +89 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares 733 $402K <0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: not reported; 2025Q1: 8,940 shares; 2025Q2: 9,111 shares; 2025Q3: 8,761 shares; 2025Q4: 8,529 shares; 2026Q1: 9,090 shares 9,090 $401K <0.01% +561 Timeline AVDV 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: 3,953 shares 3,953 $395K <0.01% new Timeline EUSB 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: 8,671 shares; 2025Q3: 9,066 shares; 2025Q4: 9,066 shares; 2026Q1: 9,066 shares 9,066 $394K <0.01% 0 Timeline CMDY 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: 4,334 shares; 2025Q2: 4,784 shares; 2025Q3: 4,598 shares; 2025Q4: 6,245 shares; 2026Q1: 6,605 shares 6,605 $392K <0.01% +360 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,557 shares; 2025Q1: 4,635 shares; 2025Q2: 4,649 shares; 2025Q3: 4,590 shares; 2025Q4: 2,708 shares; 2026Q1: 2,688 shares 2,688 $392K <0.01% -20 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 3,643 shares; 2025Q1: 3,493 shares; 2025Q2: 3,468 shares; 2025Q3: 3,361 shares; 2025Q4: 3,389 shares; 2026Q1: 3,541 shares 3,541 $391K <0.01% +152 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: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,563 shares; 2025Q2: 2,530 shares; 2025Q3: 2,462 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480 $390K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 457 shares; 2025Q1: 379 shares; 2025Q2: 427 shares; 2025Q3: 419 shares; 2025Q4: 456 shares; 2026Q1: 435 shares 435 $389K <0.01% -21 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 396 shares; 2025Q4: 390 shares; 2026Q1: 569 shares 569 $388K <0.01% +179 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 5,147 shares; 2025Q1: 5,010 shares; 2025Q2: 5,653 shares; 2025Q3: 5,391 shares; 2025Q4: 4,843 shares; 2026Q1: 5,875 shares 5,875 $388K <0.01% +1,032 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,087 shares; 2025Q2: 3,928 shares; 2025Q3: 3,928 shares; 2025Q4: 3,725 shares; 2026Q1: 3,802 shares 3,802 $388K <0.01% +77 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,615 shares; 2026Q1: 5,195 shares 5,195 $387K <0.01% +2,580 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $386K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares; 2026Q1: 3,138 shares 3,138 $383K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,143 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares 4,143 $383K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,395 shares; 2025Q1: 1,496 shares; 2025Q2: 1,507 shares; 2025Q3: 1,345 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $378K <0.01% 0 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: 5,273 shares; 2024Q4: 5,056 shares; 2025Q1: 4,357 shares; 2025Q2: 4,305 shares; 2025Q3: 4,019 shares; 2025Q4: 4,332 shares; 2026Q1: 4,504 shares 4,504 $377K <0.01% +172 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 964 shares 964 $374K <0.01% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE 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: 13,080 shares 13,080 $373K <0.01% new Timeline PJUN 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: 21,077 shares; 2024Q4: 16,077 shares; 2025Q1: 13,216 shares; 2025Q2: 16,399 shares; 2025Q3: 13,049 shares; 2025Q4: 13,049 shares; 2026Q1: 8,905 shares 8,905 $372K <0.01% -4,144 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,447 shares; 2026Q1: 2,546 shares 2,546 $369K <0.01% +99 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $367K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,977 shares; 2026Q1: 2,789 shares 2,789 $366K <0.01% +812 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 4,299 shares; 2025Q1: 4,692 shares; 2025Q2: 3,545 shares; 2025Q3: 3,506 shares; 2025Q4: 4,159 shares; 2026Q1: 4,174 shares 4,174 $362K <0.01% +15 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: 2,212 shares; 2024Q4: 8,474 shares; 2025Q1: 8,050 shares; 2025Q2: 8,015 shares; 2025Q3: 7,981 shares; 2025Q4: 7,983 shares; 2026Q1: 7,984 shares 7,984 $362K <0.01% +1 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,558 shares; 2026Q1: 3,577 shares 3,577 $358K <0.01% +19 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,536 shares; 2025Q4: 14,458 shares; 2026Q1: 14,727 shares 14,727 $358K <0.01% +269 Timeline CUT 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: 205,337 shares; 2024Q4: 214,794 shares; 2025Q1: 227,581 shares; 2025Q2: 234,246 shares; 2025Q3: 237,438 shares; 2025Q4: 12,482 shares; 2026Q1: 12,482 shares 12,482 $358K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,282 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,301 shares; 2025Q4: 1,290 shares; 2026Q1: 1,291 shares 1,291 $355K <0.01% +1 Timeline SPMO 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: 3,166 shares 3,166 $355K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,192 shares 1,192 $353K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,576 shares; 2025Q1: 4,383 shares; 2025Q2: 4,543 shares; 2025Q3: 4,830 shares; 2025Q4: 3,875 shares; 2026Q1: 3,575 shares 3,575 $352K <0.01% -300 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,546 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 4,546 shares 4,546 $351K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,001 shares; 2025Q4: 2,226 shares; 2026Q1: 3,080 shares 3,080 $349K <0.01% +854 Timeline EUDG 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: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,561 shares; 2025Q2: 9,561 shares; 2025Q3: 9,561 shares; 2025Q4: 9,561 shares; 2026Q1: 9,561 shares 9,561 $348K <0.01% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,794 shares; 2025Q1: 18,794 shares; 2025Q2: 18,794 shares; 2025Q3: 18,794 shares; 2025Q4: 18,794 shares; 2026Q1: 18,794 shares 18,794 $348K <0.01% 0 Timeline VOE 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: 1,994 shares; 2024Q4: 2,321 shares; 2025Q1: 1,679 shares; 2025Q2: 1,823 shares; 2025Q3: 1,826 shares; 2025Q4: 1,841 shares; 2026Q1: 1,878 shares 1,878 $346K <0.01% +37 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 634 shares 634 $345K <0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 82 shares 82 $345K <0.01% +23 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: 6,915 shares; 2024Q4: 7,465 shares; 2025Q1: not reported; 2025Q2: 8,634 shares; 2025Q3: 8,193 shares; 2025Q4: 8,193 shares; 2026Q1: 10,333 shares 10,333 $343K <0.01% +2,140 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: 6,492 shares; 2026Q1: 6,492 shares 6,492 $343K <0.01% 0 Timeline DTH 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: 5,776 shares; 2024Q4: 6,233 shares; 2025Q1: 6,233 shares; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares 6,233 $337K <0.01% 0 Timeline IXN 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: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,348 shares; 2025Q2: 3,359 shares; 2025Q3: 3,648 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares 3,313 $331K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,028 shares; 2025Q1: 3,373 shares; 2025Q2: 3,501 shares; 2025Q3: 3,387 shares; 2025Q4: 7,076 shares; 2026Q1: 6,568 shares 6,568 $328K <0.01% -508 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,153 shares; 2025Q1: 3,888 shares; 2025Q2: 3,908 shares; 2025Q3: 3,781 shares; 2025Q4: 3,509 shares; 2026Q1: 3,934 shares 3,934 $327K <0.01% +425 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,840 shares; 2025Q3: 12,840 shares; 2025Q4: 12,840 shares; 2026Q1: 12,840 shares 12,840 $327K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,521 shares; 2026Q1: 2,392 shares 2,392 $322K <0.01% -129 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,297 shares; 2025Q1: 4,219 shares; 2025Q2: 4,073 shares; 2025Q3: 3,835 shares; 2025Q4: 3,034 shares; 2026Q1: 2,989 shares 2,989 $321K <0.01% -45 Timeline QEFA 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: 3,320 shares; 2024Q4: 3,320 shares; 2025Q1: 3,419 shares; 2025Q2: 3,419 shares; 2025Q3: 3,419 shares; 2025Q4: 3,419 shares; 2026Q1: 3,419 shares 3,419 $319K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 1,362 shares; 2026Q1: 1,459 shares 1,459 $312K <0.01% +97 Timeline RWX 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: 20,176 shares; 2024Q4: 29,818 shares; 2025Q1: 31,574 shares; 2025Q2: 15,168 shares; 2025Q3: 15,183 shares; 2025Q4: 11,631 shares; 2026Q1: 11,631 shares 11,631 $310K <0.01% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 7,373 shares; 2025Q1: 7,097 shares; 2025Q2: 7,690 shares; 2025Q3: 6,914 shares; 2025Q4: 6,925 shares; 2026Q1: 6,831 shares 6,831 $309K <0.01% -94 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: 2,249 shares 2,249 $305K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $304K <0.01% 0 Timeline VGLT 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: 6,553 shares; 2024Q4: 6,724 shares; 2025Q1: 6,535 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares; 2026Q1: 5,461 shares 5,461 $302K <0.01% -897 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 2,892 shares; 2025Q4: 2,718 shares; 2026Q1: 3,046 shares 3,046 $302K <0.01% +328 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 940 shares; 2025Q1: 1,195 shares; 2025Q2: 1,137 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,026 shares 1,026 $299K <0.01% -102 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,533 shares; 2025Q3: 7,164 shares; 2025Q4: 8,314 shares; 2026Q1: 9,806 shares 9,806 $299K <0.01% +1,492 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,730 shares; 2025Q1: 1,846 shares; 2025Q2: 1,915 shares; 2025Q3: 1,965 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915 $298K <0.01% 0 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $297K <0.01% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $296K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 13,136 shares; 2025Q1: 12,277 shares; 2025Q2: 12,451 shares; 2025Q3: 12,304 shares; 2025Q4: 10,896 shares; 2026Q1: 10,289 shares 10,289 $295K <0.01% -607 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,178 shares 1,178 $295K <0.01% new Timeline SHE 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: 2,580 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,332 shares; 2026Q1: 2,292 shares 2,292 $293K <0.01% -40 Timeline ITA 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: 1,090 shares; 2025Q3: 1,162 shares; 2025Q4: 1,195 shares; 2026Q1: 1,333 shares 1,333 $292K <0.01% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,798 shares 12,798 $291K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 10,553 shares; 2025Q1: 10,253 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,783 shares; 2026Q1: 5,783 shares 5,783 $291K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,575 shares; 2025Q1: 4,700 shares; 2025Q2: 5,041 shares; 2025Q3: 4,766 shares; 2025Q4: 4,393 shares; 2026Q1: 4,485 shares 4,485 $291K <0.01% +92 Timeline IYG 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: 3,276 shares; 2025Q2: 3,471 shares; 2025Q3: 3,493 shares; 2025Q4: 3,519 shares; 2026Q1: 3,495 shares 3,495 $290K <0.01% -24 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,243 shares; 2025Q1: 4,272 shares; 2025Q2: 4,771 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,615 shares 2,615 $289K <0.01% new Timeline VCIT 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: 3,474 shares 3,474 $287K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 814 shares; 2025Q1: 668 shares; 2025Q2: 661 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 643 shares 643 $286K <0.01% -2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 948 shares 948 $283K <0.01% -9 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 2,347 shares; 2026Q1: 1,766 shares 1,766 $283K <0.01% -581 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,230 shares; 2025Q2: 4,607 shares; 2025Q3: 4,068 shares; 2025Q4: 3,788 shares; 2026Q1: 3,774 shares 3,774 $282K <0.01% -14 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares 1,032 $280K <0.01% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,900 shares; 2026Q1: 6,823 shares 6,823 $279K <0.01% -1,077 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,675 shares; 2025Q1: 5,865 shares; 2025Q2: 4,889 shares; 2025Q3: 4,359 shares; 2025Q4: 4,348 shares; 2026Q1: 3,775 shares 3,775 $276K <0.01% -573 Timeline ESML 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: 5,377 shares; 2025Q3: 5,377 shares; 2025Q4: 5,377 shares; 2026Q1: 5,842 shares 5,842 $275K <0.01% +465 Timeline IGRO 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: 3,146 shares; 2024Q4: 3,162 shares; 2025Q1: 3,173 shares; 2025Q2: 3,209 shares; 2025Q3: 3,227 shares; 2025Q4: 3,257 shares; 2026Q1: 3,272 shares 3,272 $274K <0.01% +15 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,755 shares; 2026Q1: 16,281 shares 16,281 $272K <0.01% +3,526 Timeline IJK 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: 2,690 shares 2,690 $271K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 890 shares; 2025Q3: 844 shares; 2025Q4: 853 shares; 2026Q1: 844 shares 844 $271K <0.01% -9 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,402 shares; 2025Q1: 2,374 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 2,368 shares 2,368 $268K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,906 shares; 2024Q4: 11,152 shares; 2025Q1: 11,089 shares; 2025Q2: 10,429 shares; 2025Q3: 9,792 shares; 2025Q4: 2,686 shares; 2026Q1: 2,986 shares 2,986 $268K <0.01% +300 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,542 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,309 shares; 2025Q4: 2,580 shares; 2026Q1: 2,570 shares 2,570 $266K <0.01% -10 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 4,774 shares; 2025Q1: 4,712 shares; 2025Q2: 4,906 shares; 2025Q3: 4,043 shares; 2025Q4: 4,038 shares; 2026Q1: 4,724 shares 4,724 $266K <0.01% +686 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,009 shares; 2025Q1: 4,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,331 shares; 2026Q1: 3,560 shares 3,560 $265K <0.01% +229 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,784 shares; 2025Q1: 5,503 shares; 2025Q2: 5,461 shares; 2025Q3: 5,432 shares; 2025Q4: 5,358 shares; 2026Q1: 5,216 shares 5,216 $264K <0.01% -142 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 5,237 shares; 2025Q1: 5,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,223 shares; 2026Q1: 5,138 shares 5,138 $264K <0.01% -85 Timeline IDU 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: 2,363 shares; 2024Q4: 2,374 shares; 2025Q1: not reported; 2025Q2: 1,953 shares; 2025Q3: 2,252 shares; 2025Q4: 2,262 shares; 2026Q1: 2,271 shares 2,271 $264K <0.01% +9 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares; 2026Q1: 2,871 shares 2,871 $261K <0.01% -212 Timeline ELD 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: 8,634 shares; 2024Q4: 9,084 shares; 2025Q1: 9,049 shares; 2025Q2: 8,816 shares; 2025Q3: 8,588 shares; 2025Q4: 10,438 shares; 2026Q1: 9,343 shares 9,343 $260K <0.01% -1,095 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,135 shares; 2025Q1: 8,913 shares; 2025Q2: 7,490 shares; 2025Q3: 7,562 shares; 2025Q4: not reported; 2026Q1: 5,529 shares 5,529 $260K <0.01% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,073 shares; 2025Q1: 2,080 shares; 2025Q2: 2,023 shares; 2025Q3: 2,024 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $260K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 6,820 shares; 2025Q1: not reported; 2025Q2: 5,824 shares; 2025Q3: 5,824 shares; 2025Q4: not reported; 2026Q1: 5,569 shares 5,569 $259K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 923 shares 923 $258K <0.01% 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: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares; 2025Q4: 11,565 shares; 2026Q1: 11,565 shares 11,565 $257K <0.01% 0 Timeline VONE 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: 977 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $255K <0.01% 0 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: 7,114 shares; 2024Q4: 6,872 shares; 2025Q1: 7,674 shares; 2025Q2: 6,842 shares; 2025Q3: 6,737 shares; 2025Q4: 6,737 shares; 2026Q1: 6,737 shares 6,737 $251K <0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,608 shares; 2025Q3: 3,335 shares; 2025Q4: 3,097 shares; 2026Q1: 3,158 shares 3,158 $249K <0.01% +61 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $247K <0.01% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $245K <0.01% 0 Timeline IXC 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: 4,235 shares 4,235 $244K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 911 shares 911 $242K <0.01% +117 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 16,864 shares; 2025Q1: 17,797 shares; 2025Q2: 17,582 shares; 2025Q3: 7,236 shares; 2025Q4: 7,789 shares; 2026Q1: 4,882 shares 4,882 $242K <0.01% -2,907 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: 977 shares 977 $241K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,556 shares 2,556 $240K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,967 shares; 2025Q1: 2,970 shares; 2025Q2: 6,036 shares; 2025Q3: 5,894 shares; 2025Q4: 5,901 shares; 2026Q1: 5,117 shares 5,117 $237K <0.01% -784 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,518 shares; 2026Q1: 1,638 shares 1,638 $237K <0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,497 shares 42,497 $236K <0.01% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,664 shares 4,664 $235K <0.01% new 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: 37,275 shares; 2024Q4: 32,536 shares; 2025Q1: 33,173 shares; 2025Q2: 33,251 shares; 2025Q3: 3,654 shares; 2025Q4: 3,820 shares; 2026Q1: 3,264 shares 3,264 $235K <0.01% -556 Timeline XAR 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: 918 shares 918 $233K <0.01% new Timeline JTEK 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: 3,121 shares; 2025Q2: 3,246 shares; 2025Q3: 3,321 shares; 2025Q4: 3,260 shares; 2026Q1: 2,927 shares 2,927 $233K <0.01% -333 Timeline VTES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares 2,295 $232K <0.01% 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: 6,093 shares; 2024Q4: 4,233 shares; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,391 shares 4,391 $231K <0.01% -303 Timeline RWL 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: 2,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,008 shares 2,008 $231K <0.01% new Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $229K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,939 shares; 2025Q2: 3,384 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,204 shares 3,204 $229K <0.01% -200 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,142 shares; 2025Q1: 13,865 shares; 2025Q2: 13,865 shares; 2025Q3: 13,865 shares; 2025Q4: 8,079 shares; 2026Q1: 9,175 shares 9,175 $228K <0.01% +1,096 Timeline DMXF 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: 2,814 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares 2,991 $226K <0.01% 0 Timeline GDX 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: 2,457 shares; 2026Q1: 2,457 shares 2,457 $225K <0.01% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,386 shares; 2025Q1: 8,188 shares; 2025Q2: 8,190 shares; 2025Q3: 5,057 shares; 2025Q4: 4,285 shares; 2026Q1: 4,443 shares 4,443 $225K <0.01% +158 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 503 shares; 2025Q1: 513 shares; 2025Q2: 503 shares; 2025Q3: 506 shares; 2025Q4: 548 shares; 2026Q1: 512 shares 512 $223K <0.01% -36 Timeline XSVM 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: 249,759 shares; 2024Q4: 267,955 shares; 2025Q1: 278,053 shares; 2025Q2: 295,307 shares; 2025Q3: 311,203 shares; 2025Q4: 311,083 shares; 2026Q1: 3,705 shares 3,705 $223K <0.01% -307,378 Timeline IXJ 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: 2,306 shares; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares 2,385 $223K <0.01% 0 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,821 shares; 2026Q1: 4,880 shares 4,880 $222K <0.01% +59 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,093 shares 2,093 $221K <0.01% +3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $221K <0.01% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,286 shares; 2025Q4: 8,928 shares; 2026Q1: 8,946 shares 8,946 $221K <0.01% +18 Timeline OEF 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: 687 shares; 2026Q1: 691 shares 691 $220K <0.01% +4 Timeline TREX TREX INC More: the full row for TREX 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: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,005 shares 6,005 $219K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 9,437 shares; 2025Q1: 8,827 shares; 2025Q2: 7,118 shares; 2025Q3: 7,118 shares; 2025Q4: 7,118 shares; 2026Q1: 5,450 shares 5,450 $216K <0.01% -1,668 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,907 shares 3,907 $216K <0.01% new Timeline BSCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,539 shares 11,539 $215K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,313 shares 2,313 $215K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,797 shares; 2025Q3: 9,797 shares; 2025Q4: 9,797 shares; 2026Q1: 9,797 shares 9,797 $214K <0.01% 0 Timeline QCLN 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: 4,587 shares 4,587 $213K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: 4,627 shares; 2025Q2: 5,055 shares; 2025Q3: 4,245 shares; 2025Q4: 3,982 shares; 2026Q1: 3,989 shares 3,989 $213K <0.01% +7 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,177 shares; 2026Q1: 8,091 shares 8,091 $213K <0.01% -53,086 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is 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: 3,264 shares 3,264 $212K <0.01% new Timeline IMCB 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: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501 $209K <0.01% 0 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: 14,888 shares; 2024Q4: 14,888 shares; 2025Q1: 14,888 shares; 2025Q2: 11,363 shares; 2025Q3: 11,363 shares; 2025Q4: 11,363 shares; 2026Q1: 11,363 shares 11,363 $208K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: not reported; 2026Q1: 834 shares 834 $207K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 563 shares; 2025Q2: 602 shares; 2025Q3: 618 shares; 2025Q4: 438 shares; 2026Q1: 486 shares 486 $207K <0.01% +48 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,651 shares; 2025Q3: 1,702 shares; 2025Q4: 1,622 shares; 2026Q1: 1,747 shares 1,747 $207K <0.01% +125 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $205K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,495 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 988 shares 988 $205K <0.01% -440 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $203K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 2,994 shares; 2025Q4: not reported; 2026Q1: 2,949 shares 2,949 $200K <0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,085 shares 10,085 $192K <0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST 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: 13,965 shares; 2025Q4: 17,765 shares; 2026Q1: 24,265 shares 24,265 $187K <0.01% +6,500 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,229 shares; 2024Q4: 10,169 shares; 2025Q1: 10,216 shares; 2025Q2: 10,218 shares; 2025Q3: 10,580 shares; 2025Q4: 11,280 shares; 2026Q1: 11,407 shares 11,407 $132K <0.01% +127 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 39,664 shares; 2026Q1: 39,664 shares 39,664 $104K <0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,667 shares; 2025Q3: 12,667 shares; 2025Q4: 12,667 shares; 2026Q1: 13,300 shares 13,300 $92.4K <0.01% +633 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,016 shares 10,016 $72.9K <0.01% +16 Timeline CELU CELULARITY INC More: the full row for CELULARITY 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: 49,983 shares; 2025Q3: 49,983 shares; 2025Q4: 49,983 shares; 2026Q1: 49,983 shares 49,983 $66.5K <0.01% 0 Timeline