APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,511 shares; 2025Q1: 6,363 shares; 2025Q2: 7,141 shares; 2025Q3: 6,684 shares; 2025Q4: 11,964 shares; 2026Q1: 5,187 shares 5,187 $655K 0.01% -6,777 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 10,385 shares; 2025Q1: 21,000 shares; 2025Q2: 21,008 shares; 2025Q3: 21,016 shares; 2025Q4: 10,516 shares; 2026Q1: 10,551 shares 10,551 $653K 0.01% +35 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 12,786 shares 12,786 $651K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,128 shares; 2024Q4: 9,282 shares; 2025Q1: 22,108 shares; 2025Q2: 21,660 shares; 2025Q3: 21,590 shares; 2025Q4: 10,802 shares; 2026Q1: 6,365 shares 6,365 $651K 0.01% -4,437 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 312 shares; 2025Q1: 237 shares; 2025Q2: 215 shares; 2025Q3: 182 shares; 2025Q4: 247 shares; 2026Q1: 192 shares 192 $649K 0.01% -55 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,458 shares; 2025Q4: 2,681 shares; 2026Q1: 5,846 shares 5,846 $648K 0.01% +3,165 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: 1,764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,784 shares; 2025Q4: 1,649 shares; 2026Q1: 5,364 shares 5,364 $648K 0.01% +3,715 Timeline USMV 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: 6,046 shares; 2024Q4: 7,087 shares; 2025Q1: 9,100 shares; 2025Q2: 7,256 shares; 2025Q3: 6,744 shares; 2025Q4: 10,075 shares; 2026Q1: 6,964 shares 6,964 $646K 0.01% -3,111 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 17,251 shares; 2025Q1: 17,574 shares; 2025Q2: 25,621 shares; 2025Q3: 24,932 shares; 2025Q4: 20,001 shares; 2026Q1: 17,718 shares 17,718 $645K 0.01% -2,283 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2,978 shares; 2025Q4: 6,097 shares; 2026Q1: 7,784 shares 7,784 $645K 0.01% +1,687 Timeline IUSG 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: 5,673 shares; 2024Q4: 5,538 shares; 2025Q1: 6,639 shares; 2025Q2: 6,513 shares; 2025Q3: 4,565 shares; 2025Q4: 3,945 shares; 2026Q1: 4,134 shares 4,134 $641K 0.01% +189 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,789 shares; 2025Q3: 12,789 shares; 2025Q4: 12,066 shares; 2026Q1: 12,141 shares 12,141 $630K <0.01% +75 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,517 shares; 2024Q4: 12,721 shares; 2025Q1: 24,044 shares; 2025Q2: 24,002 shares; 2025Q3: 18,142 shares; 2025Q4: 10,400 shares; 2026Q1: 11,287 shares 11,287 $630K <0.01% +887 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: 8,911 shares; 2024Q4: 9,542 shares; 2025Q1: 15,578 shares; 2025Q2: 15,230 shares; 2025Q3: 6,707 shares; 2025Q4: 7,964 shares; 2026Q1: 6,333 shares 6,333 $630K <0.01% -1,631 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 351 shares; 2025Q1: 350 shares; 2025Q2: 430 shares; 2025Q3: 386 shares; 2025Q4: 364 shares; 2026Q1: 363 shares 363 $628K <0.01% -1 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: 6,163 shares; 2024Q4: 7,154 shares; 2025Q1: 7,269 shares; 2025Q2: 8,912 shares; 2025Q3: 9,174 shares; 2025Q4: 9,387 shares; 2026Q1: 10,008 shares 10,008 $627K <0.01% +621 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: 10,621 shares; 2024Q4: 11,622 shares; 2025Q1: 11,313 shares; 2025Q2: 11,570 shares; 2025Q3: 10,852 shares; 2025Q4: 15,063 shares; 2026Q1: 10,361 shares 10,361 $621K <0.01% -4,702 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,026 shares; 2024Q4: 20,525 shares; 2025Q1: 22,056 shares; 2025Q2: 20,525 shares; 2025Q3: 20,525 shares; 2025Q4: 24,771 shares; 2026Q1: 24,231 shares 24,231 $621K <0.01% -540 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 559 shares; 2025Q4: 10,006 shares; 2026Q1: 33,795 shares 33,795 $620K <0.01% +23,789 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 12,020 shares; 2026Q1: 10,742 shares 10,742 $612K <0.01% -1,278 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: 205,800 shares; 2024Q4: 128,195 shares; 2025Q1: 264,782 shares; 2025Q2: 51,037 shares; 2025Q3: 42,962 shares; 2025Q4: 79,413 shares; 2026Q1: 52,763 shares 52,763 $609K <0.01% -26,650 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 7,005 shares; 2025Q1: 6,996 shares; 2025Q2: 7,063 shares; 2025Q3: 6,296 shares; 2025Q4: 7,338 shares; 2026Q1: 7,169 shares 7,169 $608K <0.01% -169 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: not reported; 2026Q1: 20,064 shares 20,064 $608K <0.01% new Timeline PFF 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: 37,176 shares; 2024Q4: 36,460 shares; 2025Q1: 23,034 shares; 2025Q2: 23,626 shares; 2025Q3: 21,295 shares; 2025Q4: 20,171 shares; 2026Q1: 19,980 shares 19,980 $606K <0.01% -191 Timeline SDIV 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: 22,500 shares; 2024Q4: 22,908 shares; 2025Q1: 23,558 shares; 2025Q2: 23,804 shares; 2025Q3: 23,804 shares; 2025Q4: 23,804 shares; 2026Q1: 23,804 shares 23,804 $601K <0.01% 0 Timeline SUSL 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: 23,939 shares; 2024Q4: 11,988 shares; 2025Q1: 12,004 shares; 2025Q2: 12,019 shares; 2025Q3: 12,035 shares; 2025Q4: 17,129 shares; 2026Q1: 5,286 shares 5,286 $601K <0.01% -11,843 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: 1,188 shares; 2024Q4: 1,980 shares; 2025Q1: 1,670 shares; 2025Q2: 1,682 shares; 2025Q3: 1,792 shares; 2025Q4: 2,584 shares; 2026Q1: 2,052 shares 2,052 $596K <0.01% -532 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE 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: not reported; 2026Q1: 17,000 shares 17,000 $593K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,270 shares; 2025Q4: not reported; 2026Q1: 16,726 shares 16,726 $593K <0.01% new Timeline JEPQ 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: 64,102 shares; 2024Q4: 60,604 shares; 2025Q1: 61,095 shares; 2025Q2: 4,374 shares; 2025Q3: 5,423 shares; 2025Q4: 5,514 shares; 2026Q1: 10,602 shares 10,602 $589K <0.01% +5,088 Timeline SPXL 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: 3,224 shares; 2024Q4: 1,421 shares; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,400 shares; 2026Q1: 3,180 shares 3,180 $588K <0.01% +1,780 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,291 shares; 2025Q1: 1,225 shares; 2025Q2: 1,056 shares; 2025Q3: 803 shares; 2025Q4: 894 shares; 2026Q1: 548 shares 548 $585K <0.01% -346 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: 1,279 shares; 2024Q4: 1,645 shares; 2025Q1: 1,671 shares; 2025Q2: 2,033 shares; 2025Q3: 1,166 shares; 2025Q4: 2,946 shares; 2026Q1: 1,266 shares 1,266 $584K <0.01% -1,680 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 1,205 shares; 2025Q1: 1,234 shares; 2025Q2: 1,310 shares; 2025Q3: 1,169 shares; 2025Q4: 2,759 shares; 2026Q1: 1,689 shares 1,689 $583K <0.01% -1,070 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION 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: 1,178 shares; 2025Q4: not reported; 2026Q1: 23,404 shares 23,404 $582K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,322 shares; 2025Q1: 8,260 shares; 2025Q2: 6,988 shares; 2025Q3: 6,637 shares; 2025Q4: 6,419 shares; 2026Q1: 6,123 shares 6,123 $579K <0.01% -296 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,566 shares; 2024Q4: 71,831 shares; 2025Q1: 71,831 shares; 2025Q2: 71,831 shares; 2025Q3: 71,831 shares; 2025Q4: 69,039 shares; 2026Q1: 69,039 shares 69,039 $576K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,597 shares; 2025Q4: 7,765 shares; 2026Q1: 7,680 shares 7,680 $571K <0.01% -85 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: 2,036 shares; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares; 2025Q2: 2,349 shares; 2025Q3: 2,115 shares; 2025Q4: 3,436 shares; 2026Q1: 2,072 shares 2,072 $570K <0.01% -1,364 Timeline AES AES CORP More: the full row for AES 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: 38,328 shares; 2025Q4: 46,888 shares; 2026Q1: 40,464 shares 40,464 $570K <0.01% -6,424 Timeline SHLD 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: 7,498 shares; 2025Q2: 10,885 shares; 2025Q3: 11,693 shares; 2025Q4: 11,165 shares; 2026Q1: 7,923 shares 7,923 $561K <0.01% -3,242 Timeline USRT 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: 5,290 shares; 2024Q4: 5,290 shares; 2025Q1: 10,580 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares; 2025Q4: 5,269 shares; 2026Q1: 9,462 shares 9,462 $560K <0.01% +4,193 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,159 shares; 2025Q1: 8,398 shares; 2025Q2: 8,297 shares; 2025Q3: 7,963 shares; 2025Q4: 8,736 shares; 2026Q1: 7,499 shares 7,499 $558K <0.01% -1,237 Timeline ACWI 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: 65,099 shares; 2024Q4: 65,321 shares; 2025Q1: 65,321 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,662 shares; 2026Q1: 4,014 shares 4,014 $555K <0.01% +1,352 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 11,997 shares; 2025Q1: 10,825 shares; 2025Q2: 7,633 shares; 2025Q3: 6,775 shares; 2025Q4: 8,949 shares; 2026Q1: 4,579 shares 4,579 $555K <0.01% -4,370 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 9,399 shares; 2025Q1: 9,428 shares; 2025Q2: 8,517 shares; 2025Q3: 7,852 shares; 2025Q4: 15,652 shares; 2026Q1: 7,639 shares 7,639 $553K <0.01% -8,013 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: 111 shares; 2024Q4: 166 shares; 2025Q1: 186 shares; 2025Q2: 180 shares; 2025Q3: 137 shares; 2025Q4: 405 shares; 2026Q1: 130 shares 130 $548K <0.01% -275 Timeline DBEF 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: 9,407 shares; 2024Q4: 11,064 shares; 2025Q1: 22,128 shares; 2025Q2: 22,128 shares; 2025Q3: 22,128 shares; 2025Q4: 11,064 shares; 2026Q1: 11,064 shares 11,064 $547K <0.01% 0 Timeline PNQI 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: 15,360 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 12,205 shares 12,205 $546K <0.01% +4,525 Timeline SMLF 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: 8,669 shares; 2024Q4: 8,049 shares; 2025Q1: 7,127 shares; 2025Q2: 7,099 shares; 2025Q3: 7,101 shares; 2025Q4: 7,223 shares; 2026Q1: 7,225 shares 7,225 $545K <0.01% +2 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: 356 shares; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 457 shares; 2025Q3: 332 shares; 2025Q4: 1,412 shares; 2026Q1: 369 shares 369 $543K <0.01% -1,043 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,254 shares; 2025Q1: 18,688 shares; 2025Q2: 11,128 shares; 2025Q3: 13,768 shares; 2025Q4: 14,688 shares; 2026Q1: 13,763 shares 13,763 $539K <0.01% -925 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 13,037 shares; 2025Q1: 12,766 shares; 2025Q2: not reported; 2025Q3: 17,999 shares; 2025Q4: 23,519 shares; 2026Q1: 41,962 shares 41,962 $535K <0.01% +18,443 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 2,871 shares; 2025Q1: 3,046 shares; 2025Q2: 2,961 shares; 2025Q3: 2,186 shares; 2025Q4: 4,329 shares; 2026Q1: 3,091 shares 3,091 $533K <0.01% -1,238 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,555 shares; 2025Q1: 7,444 shares; 2025Q2: 7,394 shares; 2025Q3: 7,062 shares; 2025Q4: 6,920 shares; 2026Q1: 5,507 shares 5,507 $532K <0.01% -1,413 Timeline XOP 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: 1,696 shares; 2025Q3: 1,473 shares; 2025Q4: 3,246 shares; 2026Q1: 2,926 shares 2,926 $532K <0.01% -320 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: 20,297 shares; 2024Q4: 8,307 shares; 2025Q1: 8,160 shares; 2025Q2: 8,420 shares; 2025Q3: 7,623 shares; 2025Q4: 7,640 shares; 2026Q1: 8,618 shares 8,618 $531K <0.01% +978 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: 12,161 shares; 2024Q4: 12,505 shares; 2025Q1: 11,725 shares; 2025Q2: 12,330 shares; 2025Q3: 8,896 shares; 2025Q4: 10,329 shares; 2026Q1: 5,881 shares 5,881 $530K <0.01% -4,448 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,787 shares; 2024Q4: 48,787 shares; 2025Q1: 48,787 shares; 2025Q2: 48,787 shares; 2025Q3: 52,057 shares; 2025Q4: 63,895 shares; 2026Q1: 60,625 shares 60,625 $523K <0.01% -3,270 Timeline INTF 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: 13,292 shares; 2024Q4: 13,403 shares; 2025Q1: 13,039 shares; 2025Q2: 13,158 shares; 2025Q3: 13,158 shares; 2025Q4: 13,258 shares; 2026Q1: 13,258 shares 13,258 $517K <0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 781 shares; 2026Q1: 987 shares 987 $515K <0.01% +206 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,795 shares; 2025Q1: 12,442 shares; 2025Q2: 12,431 shares; 2025Q3: 13,288 shares; 2025Q4: 13,584 shares; 2026Q1: 17,141 shares 17,141 $514K <0.01% +3,557 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,209 shares; 2025Q1: 2,249 shares; 2025Q2: 2,348 shares; 2025Q3: 2,153 shares; 2025Q4: 2,350 shares; 2026Q1: 2,587 shares 2,587 $513K <0.01% +237 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: 20,634 shares; 2025Q4: 20,634 shares; 2026Q1: 20,634 shares 20,634 $509K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,667 shares; 2024Q4: 130,202 shares; 2025Q1: 24,308 shares; 2025Q2: 30,213 shares; 2025Q3: 31,865 shares; 2025Q4: 37,334 shares; 2026Q1: 26,291 shares 26,291 $507K <0.01% -11,043 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 22,750 shares; 2025Q1: 22,750 shares; 2025Q2: 22,750 shares; 2025Q3: 22,750 shares; 2025Q4: 22,750 shares; 2026Q1: 24,115 shares 24,115 $507K <0.01% +1,365 Timeline HYG 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: 4,118 shares; 2024Q4: 4,601 shares; 2025Q1: 9,202 shares; 2025Q2: 8,912 shares; 2025Q3: 14,932 shares; 2025Q4: 6,306 shares; 2026Q1: 6,298 shares 6,298 $501K <0.01% -8 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 12,408 shares; 2025Q1: 12,408 shares; 2025Q2: 9,913 shares; 2025Q3: 7,262 shares; 2025Q4: 7,262 shares; 2026Q1: 7,262 shares 7,262 $500K <0.01% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 5,816 shares; 2025Q1: 5,884 shares; 2025Q2: 5,892 shares; 2025Q3: 5,827 shares; 2025Q4: 6,139 shares; 2026Q1: 5,802 shares 5,802 $500K <0.01% -337 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,205 shares; 2025Q1: 4,253 shares; 2025Q2: 4,083 shares; 2025Q3: 4,061 shares; 2025Q4: 4,606 shares; 2026Q1: 3,392 shares 3,392 $499K <0.01% -1,214 Timeline RWK 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: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,887 shares 3,887 $499K <0.01% +12 Timeline DFAT 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: 3,959 shares; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 3,959 shares; 2025Q3: 3,825 shares; 2025Q4: 7,951 shares; 2026Q1: 7,911 shares 7,911 $494K <0.01% -40 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 5,129 shares; 2025Q4: 4,816 shares; 2026Q1: 4,746 shares 4,746 $491K <0.01% -70 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: not reported; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 2,826 shares; 2025Q3: 2,620 shares; 2025Q4: 3,914 shares; 2026Q1: 4,508 shares 4,508 $490K <0.01% +594 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,882 shares; 2024Q4: 19,232 shares; 2025Q1: 18,882 shares; 2025Q2: 18,882 shares; 2025Q3: 18,882 shares; 2025Q4: 19,343 shares; 2026Q1: 20,542 shares 20,542 $487K <0.01% +1,199 Timeline LQD 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: 5,271 shares; 2024Q4: 9,043 shares; 2025Q1: 8,501 shares; 2025Q2: 8,142 shares; 2025Q3: 7,898 shares; 2025Q4: 4,420 shares; 2026Q1: 4,460 shares 4,460 $486K <0.01% +40 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 15,166 shares; 2025Q1: 14,586 shares; 2025Q2: 14,703 shares; 2025Q3: 14,150 shares; 2025Q4: 16,982 shares; 2026Q1: 13,603 shares 13,603 $486K <0.01% -3,379 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 1,440 shares; 2026Q1: 1,942 shares 1,942 $485K <0.01% +502 Timeline DFIS 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: 14,640 shares; 2025Q1: 14,640 shares; 2025Q2: 14,375 shares; 2025Q3: 14,376 shares; 2025Q4: 14,377 shares; 2026Q1: 14,395 shares 14,395 $485K <0.01% +18 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,668 shares; 2025Q1: 2,571 shares; 2025Q2: 2,639 shares; 2025Q3: 9,928 shares; 2025Q4: 3,114 shares; 2026Q1: 9,565 shares 9,565 $482K <0.01% +6,451 Timeline SHM 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: 14,657 shares; 2024Q4: 15,762 shares; 2025Q1: 13,617 shares; 2025Q2: 10,730 shares; 2025Q3: 9,816 shares; 2025Q4: 11,484 shares; 2026Q1: 10,069 shares 10,069 $482K <0.01% -1,415 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY 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: 354 shares; 2025Q4: 26,307 shares; 2026Q1: 13,030 shares 13,030 $481K <0.01% -13,277 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,967 shares; 2025Q1: 4,842 shares; 2025Q2: 3,992 shares; 2025Q3: 4,882 shares; 2025Q4: 2,442 shares; 2026Q1: 2,288 shares 2,288 $476K <0.01% -154 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,831 shares; 2024Q4: 29,075 shares; 2025Q1: 25,849 shares; 2025Q2: 23,846 shares; 2025Q3: 23,744 shares; 2025Q4: 22,723 shares; 2026Q1: 22,679 shares 22,679 $474K <0.01% -44 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: 10,398 shares; 2024Q4: 11,159 shares; 2025Q1: 10,355 shares; 2025Q2: 10,729 shares; 2025Q3: 9,699 shares; 2025Q4: 12,645 shares; 2026Q1: 10,084 shares 10,084 $474K <0.01% -2,561 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: 2,596 shares; 2025Q4: 7,347 shares; 2026Q1: 8,583 shares 8,583 $474K <0.01% +1,236 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: 2,445 shares; 2024Q4: 2,756 shares; 2025Q1: 2,537 shares; 2025Q2: 4,336 shares; 2025Q3: 2,319 shares; 2025Q4: 4,409 shares; 2026Q1: 3,006 shares 3,006 $473K <0.01% -1,403 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 2,602 shares; 2026Q1: 1,665 shares 1,665 $469K <0.01% -937 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,541 shares; 2025Q1: 2,807 shares; 2025Q2: 2,619 shares; 2025Q3: 2,599 shares; 2025Q4: 3,676 shares; 2026Q1: 2,219 shares 2,219 $469K <0.01% -1,457 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,385 shares; 2025Q1: 3,538 shares; 2025Q2: 2,319 shares; 2025Q3: 1,715 shares; 2025Q4: 6,739 shares; 2026Q1: 2,700 shares 2,700 $468K <0.01% -4,039 Timeline SPDW 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: 5,592 shares; 2024Q4: 7,536 shares; 2025Q1: 8,320 shares; 2025Q2: 5,536 shares; 2025Q3: 6,782 shares; 2025Q4: 7,442 shares; 2026Q1: 10,254 shares 10,254 $468K <0.01% +2,812 Timeline QQQM 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: 678 shares; 2025Q4: 849 shares; 2026Q1: 1,963 shares 1,963 $466K <0.01% +1,114 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 4,548 shares; 2025Q1: 4,185 shares; 2025Q2: 3,862 shares; 2025Q3: 3,734 shares; 2025Q4: 6,544 shares; 2026Q1: 6,181 shares 6,181 $466K <0.01% -363 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 665 shares; 2026Q1: 1,695 shares 1,695 $465K <0.01% +1,030 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: 14,470 shares; 2024Q4: 15,544 shares; 2025Q1: 13,315 shares; 2025Q2: 12,235 shares; 2025Q3: 10,559 shares; 2025Q4: 15,375 shares; 2026Q1: 10,216 shares 10,216 $462K <0.01% -5,159 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 11,231 shares; 2025Q1: 11,242 shares; 2025Q2: 11,231 shares; 2025Q3: 11,269 shares; 2025Q4: 11,318 shares; 2026Q1: 11,217 shares 11,217 $461K <0.01% -101 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 7,277 shares 7,277 $460K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 12,875 shares; 2025Q1: 25,884 shares; 2025Q2: 27,092 shares; 2025Q3: 29,388 shares; 2025Q4: 15,452 shares; 2026Q1: 12,505 shares 12,505 $460K <0.01% -2,947 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,206 shares; 2025Q1: 10,808 shares; 2025Q2: 8,508 shares; 2025Q3: 8,599 shares; 2025Q4: 20,619 shares; 2026Q1: 13,644 shares 13,644 $457K <0.01% -6,975 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 7,046 shares; 2025Q1: 7,046 shares; 2025Q2: 3,506 shares; 2025Q3: 3,506 shares; 2025Q4: 3,852 shares; 2026Q1: 3,852 shares 3,852 $457K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,031 shares; 2025Q1: 6,171 shares; 2025Q2: 5,750 shares; 2025Q3: 5,226 shares; 2025Q4: 5,045 shares; 2026Q1: 3,105 shares 3,105 $454K <0.01% -1,940 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL 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: 9,741 shares; 2025Q3: 9,741 shares; 2025Q4: 9,741 shares; 2026Q1: 12,873 shares 12,873 $450K <0.01% +3,132 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,763 shares; 2025Q4: not reported; 2026Q1: 23,493 shares 23,493 $450K <0.01% new 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: 2,299 shares; 2024Q4: 2,443 shares; 2025Q1: 4,750 shares; 2025Q2: 5,106 shares; 2025Q3: 4,848 shares; 2025Q4: 2,654 shares; 2026Q1: 2,387 shares 2,387 $447K <0.01% -267 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,174 shares; 2025Q1: 3,017 shares; 2025Q2: 3,103 shares; 2025Q3: 2,550 shares; 2025Q4: 6,224 shares; 2026Q1: 3,412 shares 3,412 $447K <0.01% -2,812 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 7,065 shares; 2025Q1: 7,857 shares; 2025Q2: 7,703 shares; 2025Q3: 7,516 shares; 2025Q4: 10,082 shares; 2026Q1: 8,252 shares 8,252 $447K <0.01% -1,830 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: 4,167 shares; 2024Q4: 5,321 shares; 2025Q1: 4,536 shares; 2025Q2: 4,541 shares; 2025Q3: 4,497 shares; 2025Q4: 4,456 shares; 2026Q1: 4,456 shares 4,456 $445K <0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP 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: 1,814 shares; 2025Q4: not reported; 2026Q1: 29,302 shares 29,302 $445K <0.01% new Timeline IYM 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: 1,014 shares; 2025Q4: 2,566 shares; 2026Q1: 2,523 shares 2,523 $444K <0.01% -43 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares; 2025Q2: 4,626 shares; 2025Q3: 4,632 shares; 2025Q4: 4,647 shares; 2026Q1: 4,633 shares 4,633 $442K <0.01% -14 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,887 shares; 2025Q2: 1,939 shares; 2025Q3: 1,652 shares; 2025Q4: 3,405 shares; 2026Q1: 2,786 shares 2,786 $441K <0.01% -619 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 4,069 shares; 2025Q1: 9,538 shares; 2025Q2: 8,597 shares; 2025Q3: 16,758 shares; 2025Q4: 7,877 shares; 2026Q1: 3,714 shares 3,714 $440K <0.01% -4,163 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: not reported; 2026Q1: 4,284 shares 4,284 $438K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,263 shares; 2025Q1: 4,571 shares; 2025Q2: 5,317 shares; 2025Q3: 3,467 shares; 2025Q4: 6,402 shares; 2026Q1: 4,495 shares 4,495 $437K <0.01% -1,907 Timeline EZM 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: 6,884 shares; 2024Q4: 13,194 shares; 2025Q1: 6,739 shares; 2025Q2: 6,618 shares; 2025Q3: 6,524 shares; 2025Q4: 6,524 shares; 2026Q1: 6,454 shares 6,454 $434K <0.01% -70 Timeline IEUR 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: 6,045 shares; 2024Q4: 6,045 shares; 2025Q1: 6,059 shares; 2025Q2: 6,129 shares; 2025Q3: 6,129 shares; 2025Q4: 6,165 shares; 2026Q1: 6,165 shares 6,165 $433K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,396 shares; 2025Q1: 10,816 shares; 2025Q2: 3,551 shares; 2025Q3: 3,270 shares; 2025Q4: 8,565 shares; 2026Q1: 4,634 shares 4,634 $432K <0.01% -3,931 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,170 shares; 2024Q4: 19,400 shares; 2025Q1: 19,173 shares; 2025Q2: 20,175 shares; 2025Q3: 18,206 shares; 2025Q4: 20,507 shares; 2026Q1: 25,783 shares 25,783 $431K <0.01% +5,276 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is 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: 24,860 shares 24,860 $428K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,912 shares; 2025Q1: 6,457 shares; 2025Q2: 6,455 shares; 2025Q3: 6,621 shares; 2025Q4: 9,851 shares; 2026Q1: 6,001 shares 6,001 $427K <0.01% -3,850 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 266 shares; 2025Q1: 276 shares; 2025Q2: 187 shares; 2025Q3: 176 shares; 2025Q4: 250 shares; 2026Q1: 223 shares 223 $427K <0.01% -27 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,315 shares; 2026Q1: 25,671 shares 25,671 $426K <0.01% -1,644 Timeline VTWO 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: 2,958 shares; 2024Q4: 3,160 shares; 2025Q1: 3,239 shares; 2025Q2: 2,990 shares; 2025Q3: 3,153 shares; 2025Q4: 3,505 shares; 2026Q1: 4,241 shares 4,241 $425K <0.01% +736 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,092 shares; 2025Q1: 6,292 shares; 2025Q2: 6,282 shares; 2025Q3: 6,209 shares; 2025Q4: 6,465 shares; 2026Q1: 5,804 shares 5,804 $422K <0.01% -661 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 4,119 shares 4,119 $422K <0.01% +2,026 Timeline CDRO CODERE ONLINE LUXEMBOURG S A More: the full row for CODERE ONLINE LUXEMBOURG 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: 50,000 shares 50,000 $420K <0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 349 shares; 2025Q4: not reported; 2026Q1: 1,696 shares 1,696 $419K <0.01% new Timeline EIS 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: 165 shares; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $419K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 6,341 shares; 2025Q4: 13,405 shares; 2026Q1: 20,212 shares 20,212 $418K <0.01% +6,807 Timeline GRNY 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: 6,395 shares; 2025Q4: 18,311 shares; 2026Q1: 17,491 shares 17,491 $418K <0.01% -820 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 6,061 shares; 2025Q1: 6,061 shares; 2025Q2: 6,061 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares 4,434 $417K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,645 shares; 2025Q1: 1,668 shares; 2025Q2: 1,885 shares; 2025Q3: 1,657 shares; 2025Q4: 4,100 shares; 2026Q1: 1,560 shares 1,560 $416K <0.01% -2,540 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,944 shares; 2025Q1: 7,060 shares; 2025Q2: 7,425 shares; 2025Q3: 7,316 shares; 2025Q4: 10,531 shares; 2026Q1: 6,351 shares 6,351 $413K <0.01% -4,180 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: 2,416 shares; 2024Q4: 2,501 shares; 2025Q1: 2,366 shares; 2025Q2: 2,095 shares; 2025Q3: 1,910 shares; 2025Q4: 2,520 shares; 2026Q1: 2,093 shares 2,093 $412K <0.01% -427 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is 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: 14,689 shares 14,689 $411K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,896 shares; 2025Q1: 2,436 shares; 2025Q2: 2,459 shares; 2025Q3: 2,304 shares; 2025Q4: 2,642 shares; 2026Q1: 2,871 shares 2,871 $410K <0.01% +229 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 366 shares; 2025Q1: 364 shares; 2025Q2: 389 shares; 2025Q3: 342 shares; 2025Q4: 645 shares; 2026Q1: 375 shares 375 $409K <0.01% -270 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,858 shares; 2025Q1: 1,869 shares; 2025Q2: 1,739 shares; 2025Q3: 1,011 shares; 2025Q4: 3,107 shares; 2026Q1: 1,908 shares 1,908 $409K <0.01% -1,199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 5,436 shares; 2026Q1: 6,780 shares 6,780 $408K <0.01% +1,344 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 719 shares; 2025Q4: 1,413 shares; 2026Q1: 1,994 shares 1,994 $408K <0.01% +581 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: 1,300 shares; 2025Q4: 10,276 shares; 2026Q1: 17,027 shares 17,027 $404K <0.01% +6,751 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,186 shares; 2025Q1: 1,447 shares; 2025Q2: 1,511 shares; 2025Q3: 1,804 shares; 2025Q4: 1,871 shares; 2026Q1: 1,419 shares 1,419 $403K <0.01% -452 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 13,162 shares; 2025Q1: 16,667 shares; 2025Q2: 15,488 shares; 2025Q3: 15,091 shares; 2025Q4: 16,873 shares; 2026Q1: 16,470 shares 16,470 $402K <0.01% -403 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 2,210 shares; 2025Q3: 12,227 shares; 2025Q4: 2,362 shares; 2026Q1: 2,986 shares 2,986 $402K <0.01% +624 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,425 shares; 2025Q1: 2,963 shares; 2025Q2: 2,942 shares; 2025Q3: 3,127 shares; 2025Q4: 3,219 shares; 2026Q1: 2,765 shares 2,765 $400K <0.01% -454 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: 792 shares; 2024Q4: 749 shares; 2025Q1: 730 shares; 2025Q2: 881 shares; 2025Q3: 443 shares; 2025Q4: 1,825 shares; 2026Q1: 895 shares 895 $400K <0.01% -930 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 2,751 shares; 2026Q1: 1,839 shares 1,839 $398K <0.01% -912 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,446 shares; 2025Q1: 1,219 shares; 2025Q2: 1,310 shares; 2025Q3: 1,162 shares; 2025Q4: 1,421 shares; 2026Q1: 721 shares 721 $392K <0.01% -700 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: 4,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: not reported; 2026Q1: 7,339 shares 7,339 $390K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 1,694 shares; 2026Q1: 1,882 shares 1,882 $388K <0.01% +188 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,869 shares; 2025Q3: 7,519 shares; 2025Q4: 7,655 shares; 2026Q1: 6,142 shares 6,142 $388K <0.01% -1,513 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 963 shares; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 914 shares; 2025Q4: 1,457 shares; 2026Q1: 1,299 shares 1,299 $388K <0.01% -158 Timeline VOX 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: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares; 2026Q1: 2,156 shares 2,156 $388K <0.01% +5 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 490 shares; 2025Q3: 490 shares; 2025Q4: 506 shares; 2026Q1: 490 shares 490 $387K <0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 3,629 shares; 2026Q1: 2,825 shares 2,825 $386K <0.01% -804 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 814 shares; 2025Q1: 985 shares; 2025Q2: 1,171 shares; 2025Q3: 704 shares; 2025Q4: 1,104 shares; 2026Q1: 714 shares 714 $385K <0.01% -390 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 3,022 shares 3,022 $384K <0.01% +1,091 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,812 shares; 2025Q1: 6,769 shares; 2025Q2: 6,603 shares; 2025Q3: 6,259 shares; 2025Q4: 7,233 shares; 2026Q1: 2,641 shares 2,641 $382K <0.01% -4,592 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 1,975 shares; 2025Q4: 4,044 shares; 2026Q1: 3,461 shares 3,461 $380K <0.01% -583 Timeline FDN 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: 130 shares; 2025Q4: 2,513 shares; 2026Q1: 1,619 shares 1,619 $379K <0.01% -894 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 944 shares; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $376K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 420 shares; 2025Q2: 484 shares; 2025Q3: 563 shares; 2025Q4: 795 shares; 2026Q1: 885 shares 885 $376K <0.01% +90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $373K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: 2,244 shares; 2025Q2: 2,681 shares; 2025Q3: 1,992 shares; 2025Q4: 8,929 shares; 2026Q1: 2,674 shares 2,674 $373K <0.01% -6,255 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 9,215 shares; 2025Q1: 22,270 shares; 2025Q2: 10,170 shares; 2025Q3: 8,858 shares; 2025Q4: 4,429 shares; 2026Q1: 3,940 shares 3,940 $373K <0.01% -489 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: 2,569 shares; 2024Q4: 3,235 shares; 2025Q1: 2,988 shares; 2025Q2: 3,282 shares; 2025Q3: 3,019 shares; 2025Q4: 5,230 shares; 2026Q1: 3,774 shares 3,774 $369K <0.01% -1,456 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: 7,783 shares; 2024Q4: 6,970 shares; 2025Q1: 2,932 shares; 2025Q2: 2,933 shares; 2025Q3: 2,938 shares; 2025Q4: 4,172 shares; 2026Q1: 3,764 shares 3,764 $368K <0.01% -408 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: 4,600 shares; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 4,433 shares; 2025Q4: 11,622 shares; 2026Q1: 4,937 shares 4,937 $368K <0.01% -6,685 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: 3,453 shares; 2024Q4: 3,693 shares; 2025Q1: 3,382 shares; 2025Q2: 3,130 shares; 2025Q3: 2,960 shares; 2025Q4: 3,865 shares; 2026Q1: 1,872 shares 1,872 $367K <0.01% -1,993 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,084 shares; 2025Q3: 25,084 shares; 2025Q4: 25,084 shares; 2026Q1: 25,584 shares 25,584 $366K <0.01% +500 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: 4,560 shares; 2025Q4: 11,872 shares; 2026Q1: 13,307 shares 13,307 $366K <0.01% +1,435 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,452 shares; 2025Q1: 7,580 shares; 2025Q2: 6,452 shares; 2025Q3: 5,747 shares; 2025Q4: 6,624 shares; 2026Q1: 5,509 shares 5,509 $365K <0.01% -1,115 Timeline ACNB ACNB CORP More: the full row for ACNB 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: 7,617 shares 7,617 $365K <0.01% 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: 4,973 shares; 2024Q4: 3,068 shares; 2025Q1: 2,984 shares; 2025Q2: 3,249 shares; 2025Q3: 7,200 shares; 2025Q4: 7,076 shares; 2026Q1: 4,477 shares 4,477 $362K <0.01% -2,599 Timeline VCR 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: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 1,009 shares 1,009 $362K <0.01% +448 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 6,009 shares; 2025Q1: 6,207 shares; 2025Q2: 6,926 shares; 2025Q3: 5,830 shares; 2025Q4: 13,659 shares; 2026Q1: 5,765 shares 5,765 $362K <0.01% -7,894 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: 19,894 shares; 2024Q4: 20,205 shares; 2025Q1: 18,733 shares; 2025Q2: 20,278 shares; 2025Q3: 18,794 shares; 2025Q4: 28,721 shares; 2026Q1: 18,759 shares 18,759 $361K <0.01% -9,962 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,298 shares; 2026Q1: 7,148 shares 7,148 $357K <0.01% -150 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 6,962 shares; 2026Q1: 4,736 shares 4,736 $357K <0.01% -2,226 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: 6,786 shares; 2024Q4: 6,485 shares; 2025Q1: 5,986 shares; 2025Q2: 5,655 shares; 2025Q3: 5,915 shares; 2025Q4: 9,041 shares; 2026Q1: 4,238 shares 4,238 $355K <0.01% -4,803 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,038 shares; 2024Q4: 14,465 shares; 2025Q1: 13,625 shares; 2025Q2: 10,214 shares; 2025Q3: 8,213 shares; 2025Q4: 7,925 shares; 2026Q1: 4,360 shares 4,360 $351K <0.01% -3,565 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,494 shares; 2025Q2: 3,460 shares; 2025Q3: 3,291 shares; 2025Q4: 3,291 shares; 2026Q1: 3,291 shares 3,291 $351K <0.01% 0 Timeline IBDR 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: 10,151 shares; 2024Q4: 14,305 shares; 2025Q1: 14,305 shares; 2025Q2: 14,305 shares; 2025Q3: 14,305 shares; 2025Q4: 14,305 shares; 2026Q1: 14,305 shares 14,305 $347K <0.01% 0 Timeline GEM 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: 32,497 shares; 2024Q4: 13,898 shares; 2025Q1: 11,454 shares; 2025Q2: 8,796 shares; 2025Q3: 8,796 shares; 2025Q4: 8,025 shares; 2026Q1: 8,025 shares 8,025 $347K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 1,492 shares; 2025Q4: 2,838 shares; 2026Q1: 1,980 shares 1,980 $346K <0.01% -858 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 9,848 shares; 2025Q4: not reported; 2026Q1: 19,148 shares 19,148 $345K <0.01% 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: 828 shares; 2024Q4: 1,005 shares; 2025Q1: 978 shares; 2025Q2: 1,927 shares; 2025Q3: 926 shares; 2025Q4: 1,636 shares; 2026Q1: 783 shares 783 $340K <0.01% -853 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 4,247 shares; 2025Q3: 3,348 shares; 2025Q4: 5,465 shares; 2026Q1: 3,637 shares 3,637 $339K <0.01% -1,828 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,651 shares; 2025Q4: 3,886 shares; 2026Q1: 3,655 shares 3,655 $338K <0.01% -231 Timeline FDL 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,565 shares; 2025Q4: 6,565 shares; 2026Q1: 6,617 shares 6,617 $336K <0.01% +52 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: 2,312 shares; 2024Q4: 2,902 shares; 2025Q1: 3,257 shares; 2025Q2: 2,361 shares; 2025Q3: 2,202 shares; 2025Q4: 7,335 shares; 2026Q1: 3,630 shares 3,630 $336K <0.01% -3,705 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,660 shares; 2025Q1: 2,617 shares; 2025Q2: 2,914 shares; 2025Q3: 2,587 shares; 2025Q4: 2,836 shares; 2026Q1: 2,591 shares 2,591 $335K <0.01% -245 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: 14,445 shares; 2024Q4: 13,026 shares; 2025Q1: 13,026 shares; 2025Q2: 11,146 shares; 2025Q3: 11,146 shares; 2025Q4: 14,670 shares; 2026Q1: 13,064 shares 13,064 $333K <0.01% -1,606 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,922 shares; 2025Q3: 12,922 shares; 2025Q4: 12,922 shares; 2026Q1: 12,922 shares 12,922 $331K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,905 shares; 2025Q1: 1,901 shares; 2025Q2: 2,155 shares; 2025Q3: 1,827 shares; 2025Q4: 2,425 shares; 2026Q1: 1,908 shares 1,908 $329K <0.01% -517 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: 13,546 shares; 2025Q4: 13,546 shares; 2026Q1: 13,546 shares 13,546 $329K <0.01% 0 Timeline DLS 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: 7,981 shares; 2024Q4: 4,001 shares; 2025Q1: 4,004 shares; 2025Q2: 4,021 shares; 2025Q3: 4,027 shares; 2025Q4: 4,036 shares; 2026Q1: 4,038 shares 4,038 $329K <0.01% +2 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,708 shares; 2025Q1: 1,391 shares; 2025Q2: 1,326 shares; 2025Q3: 1,247 shares; 2025Q4: 1,767 shares; 2026Q1: 1,201 shares 1,201 $327K <0.01% -566 Timeline APPN APPIAN CORP More: the full row for APPIAN 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: 1,000 shares; 2025Q4: not reported; 2026Q1: 13,500 shares 13,500 $325K <0.01% new Timeline SPTL 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: 8,832 shares; 2024Q4: not reported; 2025Q1: 11,721 shares; 2025Q2: 11,610 shares; 2025Q3: 11,671 shares; 2025Q4: 11,828 shares; 2026Q1: 12,257 shares 12,257 $322K <0.01% +429 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 21,245 shares; 2025Q1: 13,437 shares; 2025Q2: 10,295 shares; 2025Q3: 10,188 shares; 2025Q4: 10,197 shares; 2026Q1: 10,199 shares 10,199 $322K <0.01% +2 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares; 2026Q1: 5,489 shares 5,489 $319K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,419 shares 4,419 $316K <0.01% +390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,235 shares; 2025Q3: 3,585 shares; 2025Q4: 9,024 shares; 2026Q1: 6,138 shares 6,138 $315K <0.01% -2,886 Timeline SPHQ 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: 3,519 shares; 2024Q4: 3,529 shares; 2025Q1: 4,767 shares; 2025Q2: 3,548 shares; 2025Q3: 4,091 shares; 2025Q4: 4,180 shares; 2026Q1: 4,191 shares 4,191 $315K <0.01% +11 Timeline DYNF 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: 684 shares; 2025Q4: not reported; 2026Q1: 5,414 shares 5,414 $315K <0.01% new Timeline XMMO 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: 3,083 shares; 2025Q1: 3,980 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 2,170 shares 2,170 $315K <0.01% -1,750 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,738 shares; 2025Q1: 2,777 shares; 2025Q2: 2,862 shares; 2025Q3: 2,091 shares; 2025Q4: 2,373 shares; 2026Q1: 2,099 shares 2,099 $314K <0.01% -274 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL 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: 20,000 shares; 2025Q4: 20,279 shares; 2026Q1: 20,000 shares 20,000 $313K <0.01% -279 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: not reported; 2026Q1: 1,248 shares 1,248 $313K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: 2,870 shares; 2025Q4: 5,850 shares; 2026Q1: 4,510 shares 4,510 $313K <0.01% -1,340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: not reported; 2026Q1: 11,131 shares 11,131 $310K <0.01% new 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: 4,312 shares; 2024Q4: 4,473 shares; 2025Q1: 4,676 shares; 2025Q2: 5,268 shares; 2025Q3: 4,843 shares; 2025Q4: 9,744 shares; 2026Q1: 5,506 shares 5,506 $310K <0.01% -4,238 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN 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: 433 shares; 2025Q4: 2,913 shares; 2026Q1: 1,145 shares 1,145 $310K <0.01% -1,768 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,116 shares; 2025Q3: 3,090 shares; 2025Q4: 8,219 shares; 2026Q1: 2,857 shares 2,857 $309K <0.01% -5,362 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: 4,802 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,866 shares; 2025Q3: 4,360 shares; 2025Q4: 4,235 shares; 2026Q1: 4,002 shares 4,002 $309K <0.01% -233 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 179 shares; 2025Q4: 767 shares; 2026Q1: 418 shares 418 $304K <0.01% -349 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,940 shares; 2025Q1: 2,939 shares; 2025Q2: 3,112 shares; 2025Q3: 2,366 shares; 2025Q4: 2,537 shares; 2026Q1: 2,853 shares 2,853 $303K <0.01% +316 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,775 shares; 2025Q1: 10,804 shares; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,466 shares; 2026Q1: 6,245 shares 6,245 $302K <0.01% +779 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,181 shares; 2025Q1: 1,163 shares; 2025Q2: 1,334 shares; 2025Q3: 912 shares; 2025Q4: 2,289 shares; 2026Q1: 1,086 shares 1,086 $302K <0.01% -1,203 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: 2,937 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares 2,984 $301K <0.01% 0 Timeline EUSA 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: 5,528 shares; 2024Q4: 3,454 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,946 shares; 2026Q1: 2,946 shares 2,946 $300K <0.01% 0 Timeline XSD 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: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,169 shares; 2026Q1: 919 shares 919 $300K <0.01% -250 Timeline BNDW 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: 5,144 shares; 2025Q1: 4,745 shares; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,384 shares; 2026Q1: 4,385 shares 4,385 $300K <0.01% +1 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 1,112 shares; 2025Q4: 11,112 shares; 2026Q1: 11,112 shares 11,112 $299K <0.01% 0 Timeline EWJ 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: 3,780 shares; 2024Q4: not reported; 2025Q1: 4,187 shares; 2025Q2: 2,780 shares; 2025Q3: 3,115 shares; 2025Q4: 2,765 shares; 2026Q1: 3,541 shares 3,541 $299K <0.01% +776 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: 5,880 shares; 2025Q2: 10,564 shares; 2025Q3: 10,524 shares; 2025Q4: 11,172 shares; 2026Q1: 11,076 shares 11,076 $298K <0.01% -96 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 5,950 shares; 2025Q1: 5,674 shares; 2025Q2: 5,404 shares; 2025Q3: 4,097 shares; 2025Q4: 6,723 shares; 2026Q1: 4,303 shares 4,303 $298K <0.01% -2,420 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,668 shares; 2025Q1: 1,371 shares; 2025Q2: 1,719 shares; 2025Q3: 1,317 shares; 2025Q4: 3,219 shares; 2026Q1: 1,244 shares 1,244 $298K <0.01% -1,975 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 5,806 shares; 2025Q1: 4,429 shares; 2025Q2: 4,472 shares; 2025Q3: 4,510 shares; 2025Q4: 4,548 shares; 2026Q1: 4,757 shares 4,757 $296K <0.01% +209 Timeline IYJ 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: 2,965 shares; 2024Q4: 2,988 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,005 shares 2,005 $296K <0.01% -960 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 2,395 shares; 2025Q4: not reported; 2026Q1: 16,020 shares 16,020 $296K <0.01% new Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 3,992 shares; 2026Q1: 4,005 shares 4,005 $294K <0.01% +13 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: 4,602 shares; 2026Q1: 3,860 shares 3,860 $294K <0.01% -742 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 279 shares; 2025Q4: not reported; 2026Q1: 15,335 shares 15,335 $294K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: not reported; 2026Q1: 4,107 shares 4,107 $294K <0.01% new Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 2,977 shares; 2026Q1: 3,000 shares 3,000 $293K <0.01% +23 Timeline BETE 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: 8,737 shares 8,737 $293K <0.01% 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: 2,552 shares; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 1,625 shares; 2025Q4: 1,289 shares; 2026Q1: 1,332 shares 1,332 $291K <0.01% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: 1,327 shares; 2026Q1: 1,155 shares 1,155 $290K <0.01% -172 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,498 shares; 2024Q4: 47,524 shares; 2025Q1: 47,498 shares; 2025Q2: 47,498 shares; 2025Q3: 47,498 shares; 2025Q4: 47,498 shares; 2026Q1: 47,498 shares 47,498 $286K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,087 shares; 2025Q1: 2,050 shares; 2025Q2: 2,230 shares; 2025Q3: 1,564 shares; 2025Q4: 1,343 shares; 2026Q1: 806 shares 806 $285K <0.01% -537 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,490 shares; 2025Q1: 21,480 shares; 2025Q2: 11,090 shares; 2025Q3: 12,260 shares; 2025Q4: 31,530 shares; 2026Q1: 31,530 shares 31,530 $283K <0.01% 0 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,037 shares; 2025Q1: 17,983 shares; 2025Q2: 13,166 shares; 2025Q3: 11,678 shares; 2025Q4: 5,541 shares; 2026Q1: 5,541 shares 5,541 $283K <0.01% 0 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: 652 shares; 2024Q4: 768 shares; 2025Q1: 688 shares; 2025Q2: 1,040 shares; 2025Q3: 660 shares; 2025Q4: 1,891 shares; 2026Q1: 662 shares 662 $282K <0.01% -1,229 Timeline CHCI COMSTOCK HLDG COS INC More: the full row for COMSTOCK HLDG COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,857 shares 14,857 $281K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares; 2026Q1: 3,088 shares 3,088 $281K <0.01% -2,038 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: not reported; 2026Q1: 30,044 shares 30,044 $280K <0.01% new Timeline SPTS 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: 8,018 shares; 2024Q4: 8,018 shares; 2025Q1: 8,018 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 9,557 shares 9,557 $279K <0.01% +1,539 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,649 shares; 2025Q1: 1,607 shares; 2025Q2: 1,853 shares; 2025Q3: 1,778 shares; 2025Q4: 3,052 shares; 2026Q1: 1,406 shares 1,406 $278K <0.01% -1,646 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,113 shares; 2024Q4: 50,113 shares; 2025Q1: 50,113 shares; 2025Q2: 5,123 shares; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares; 2026Q1: 3,811 shares 3,811 $276K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: not reported; 2026Q1: 1,439 shares 1,439 $276K <0.01% new 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: 4,420 shares; 2025Q4: not reported; 2026Q1: 4,783 shares 4,783 $276K <0.01% new 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: 1,409 shares; 2025Q1: 1,462 shares; 2025Q2: 1,713 shares; 2025Q3: 1,263 shares; 2025Q4: 1,772 shares; 2026Q1: 1,098 shares 1,098 $273K <0.01% -674 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 902 shares; 2025Q1: 999 shares; 2025Q2: 959 shares; 2025Q3: 893 shares; 2025Q4: 1,083 shares; 2026Q1: 898 shares 898 $273K <0.01% -185 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: 7,235 shares; 2024Q4: 7,289 shares; 2025Q1: 7,916 shares; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 5,566 shares; 2026Q1: 3,806 shares 3,806 $272K <0.01% -1,760 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,221 shares; 2025Q1: 4,793 shares; 2025Q2: 4,011 shares; 2025Q3: 3,912 shares; 2025Q4: 4,868 shares; 2026Q1: 3,166 shares 3,166 $269K <0.01% -1,702 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: 3,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 2,785 shares; 2025Q4: 4,646 shares; 2026Q1: 5,007 shares 5,007 $267K <0.01% +361 Timeline XME 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: 615 shares; 2025Q4: not reported; 2026Q1: 2,466 shares 2,466 $266K <0.01% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 5,332 shares 5,332 $266K <0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,145 shares; 2025Q3: 13,145 shares; 2025Q4: 16,168 shares; 2026Q1: 15,481 shares 15,481 $264K <0.01% -687 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 1,268 shares; 2026Q1: 887 shares 887 $264K <0.01% -381 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 2,453 shares; 2025Q4: 4,048 shares; 2026Q1: 2,409 shares 2,409 $264K <0.01% -1,639 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,160 shares; 2025Q1: 5,849 shares; 2025Q2: 5,855 shares; 2025Q3: 5,730 shares; 2025Q4: 4,501 shares; 2026Q1: 3,332 shares 3,332 $264K <0.01% -1,169 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 2,713 shares; 2025Q3: 2,642 shares; 2025Q4: 2,717 shares; 2026Q1: 2,645 shares 2,645 $263K <0.01% -72 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 353 shares; 2025Q4: not reported; 2026Q1: 2,717 shares 2,717 $263K <0.01% new Timeline MREO MEREO BIOPHARMA GROUP PLC More: the full row for MEREO BIOPHARMA GROUP 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: 1,026 shares; 2025Q4: not reported; 2026Q1: 796,036 shares 796,036 $263K <0.01% new Timeline IWC 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: 3,461 shares; 2024Q4: 3,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,280 shares; 2025Q4: 1,643 shares; 2026Q1: 1,644 shares 1,644 $262K <0.01% +1 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 386 shares; 2025Q3: 670 shares; 2025Q4: 818 shares; 2026Q1: 1,073 shares 1,073 $262K <0.01% +255 Timeline EWU 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: 5,325 shares; 2025Q4: 5,387 shares; 2026Q1: 5,741 shares 5,741 $262K <0.01% +354 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: not reported; 2026Q1: 4,869 shares 4,869 $260K <0.01% 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: 7,703 shares; 2025Q4: not reported; 2026Q1: 10,131 shares 10,131 $260K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,785 shares; 2024Q4: 8,014 shares; 2025Q1: 6,361 shares; 2025Q2: 6,227 shares; 2025Q3: 4,821 shares; 2025Q4: 7,716 shares; 2026Q1: 3,569 shares 3,569 $259K <0.01% -4,147 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,202 shares; 2024Q4: 12,473 shares; 2025Q1: 10,345 shares; 2025Q2: 8,672 shares; 2025Q3: 6,656 shares; 2025Q4: 6,220 shares; 2026Q1: 4,206 shares 4,206 $258K <0.01% -2,014 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419 shares; 2025Q1: 1,365 shares; 2025Q2: 2,267 shares; 2025Q3: 1,121 shares; 2025Q4: 1,836 shares; 2026Q1: 1,306 shares 1,306 $258K <0.01% -530 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: 1,204 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,571 shares; 2025Q3: 1,165 shares; 2025Q4: 1,530 shares; 2026Q1: 1,165 shares 1,165 $258K <0.01% -365 Timeline RNXT RENOVORX INC More: the full row for RENOVORX 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: 252,525 shares; 2026Q1: 252,525 shares 252,525 $255K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,148 shares; 2025Q4: 6,589 shares; 2026Q1: 5,590 shares 5,590 $255K <0.01% -999 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,768 shares; 2025Q4: not reported; 2026Q1: 3,002 shares 3,002 $254K <0.01% new Timeline IEF 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: 910 shares; 2025Q4: not reported; 2026Q1: 2,659 shares 2,659 $254K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,232 shares; 2025Q3: 5,647 shares; 2025Q4: 15,481 shares; 2026Q1: 6,476 shares 6,476 $253K <0.01% -9,005 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,795 shares; 2025Q2: 5,954 shares; 2025Q3: 4,977 shares; 2025Q4: 11,338 shares; 2026Q1: 3,816 shares 3,816 $252K <0.01% -7,522 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 25,055 shares; 2026Q1: 11,589 shares 11,589 $251K <0.01% -13,466 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,678 shares; 2024Q4: 14,678 shares; 2025Q1: 14,678 shares; 2025Q2: 14,678 shares; 2025Q3: 14,678 shares; 2025Q4: 14,678 shares; 2026Q1: 14,678 shares 14,678 $251K <0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 70,000 shares; 2025Q4: 180,002 shares; 2026Q1: 180,002 shares 180,002 $250K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,453 shares; 2025Q1: 3,122 shares; 2025Q2: 3,860 shares; 2025Q3: 2,587 shares; 2025Q4: 5,849 shares; 2026Q1: 2,708 shares 2,708 $250K <0.01% -3,141 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,610 shares 7,610 $249K <0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 2,903 shares; 2025Q3: 3,248 shares; 2025Q4: 4,208 shares; 2026Q1: 3,231 shares 3,231 $249K <0.01% -977 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,954 shares; 2025Q4: 45,936 shares; 2026Q1: 21,998 shares 21,998 $248K <0.01% -23,938 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 1,227 shares; 2025Q4: 4,494 shares; 2026Q1: 4,243 shares 4,243 $248K <0.01% -251 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK 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: 39 shares; 2025Q4: not reported; 2026Q1: 16,499 shares 16,499 $247K <0.01% 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: 255 shares; 2025Q4: 927 shares; 2026Q1: 389 shares 389 $247K <0.01% -538 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: 7,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,755 shares; 2025Q4: not reported; 2026Q1: 3,944 shares 3,944 $246K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,173 shares; 2025Q1: 2,064 shares; 2025Q2: 2,754 shares; 2025Q3: 2,340 shares; 2025Q4: 3,456 shares; 2026Q1: 2,018 shares 2,018 $244K <0.01% -1,438 Timeline VMBS 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: 5,452 shares; 2024Q4: 11,252 shares; 2025Q1: 9,686 shares; 2025Q2: 8,975 shares; 2025Q3: 8,683 shares; 2025Q4: 6,211 shares; 2026Q1: 5,197 shares 5,197 $244K <0.01% -1,014 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,391 shares; 2024Q4: 24,196 shares; 2025Q1: 24,196 shares; 2025Q2: 24,196 shares; 2025Q3: 24,196 shares; 2025Q4: 24,196 shares; 2026Q1: 24,196 shares 24,196 $244K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,761 shares; 2025Q3: 1,442 shares; 2025Q4: 2,928 shares; 2026Q1: 1,740 shares 1,740 $243K <0.01% -1,188 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,279 shares; 2025Q1: not reported; 2025Q2: 3,589 shares; 2025Q3: 3,559 shares; 2025Q4: 3,562 shares; 2026Q1: 3,577 shares 3,577 $242K <0.01% +15 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,365 shares; 2025Q1: not reported; 2025Q2: 1,665 shares; 2025Q3: 1,171 shares; 2025Q4: 1,692 shares; 2026Q1: 849 shares 849 $240K <0.01% -843 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 1,609 shares; 2025Q4: 5,613 shares; 2026Q1: 1,813 shares 1,813 $240K <0.01% -3,800 Timeline FGD 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: 7,470 shares; 2025Q3: 7,470 shares; 2025Q4: 7,470 shares; 2026Q1: 7,470 shares 7,470 $239K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: not reported; 2026Q1: 3,780 shares 3,780 $238K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,154 shares; 2024Q4: 16,775 shares; 2025Q1: 16,039 shares; 2025Q2: 16,039 shares; 2025Q3: 15,280 shares; 2025Q4: 20,892 shares; 2026Q1: 15,733 shares 15,733 $236K <0.01% -5,159 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 4,719 shares; 2025Q1: 4,838 shares; 2025Q2: 5,313 shares; 2025Q3: 3,486 shares; 2025Q4: 13,475 shares; 2026Q1: 2,887 shares 2,887 $236K <0.01% -10,588 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 1,852 shares; 2025Q4: 5,187 shares; 2026Q1: 3,202 shares 3,202 $234K <0.01% -1,985 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 978 shares; 2025Q4: 2,111 shares; 2026Q1: 876 shares 876 $233K <0.01% -1,235 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,789 shares; 2025Q1: 2,877 shares; 2025Q2: 2,602 shares; 2025Q3: 2,315 shares; 2025Q4: 4,557 shares; 2026Q1: 1,712 shares 1,712 $232K <0.01% -2,845 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $231K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,014 shares; 2025Q1: 6,253 shares; 2025Q2: not reported; 2025Q3: 5,766 shares; 2025Q4: 10,340 shares; 2026Q1: 6,114 shares 6,114 $230K <0.01% -4,226 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 923 shares; 2025Q3: 1,696 shares; 2025Q4: 1,323 shares; 2026Q1: 949 shares 949 $230K <0.01% -374 Timeline COWZ 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: 13,913 shares; 2024Q4: 11,961 shares; 2025Q1: 6,327 shares; 2025Q2: 5,049 shares; 2025Q3: 4,969 shares; 2025Q4: 9,855 shares; 2026Q1: 3,666 shares 3,666 $229K <0.01% -6,189 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING 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: 34,475 shares; 2026Q1: 34,475 shares 34,475 $229K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,337 shares; 2025Q4: 2,211 shares; 2026Q1: 1,224 shares 1,224 $228K <0.01% -987 Timeline MGC 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: 973 shares; 2025Q1: not reported; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 950 shares; 2026Q1: 964 shares 964 $228K <0.01% +14 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: not reported; 2026Q1: 6,338 shares 6,338 $228K <0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,745 shares; 2025Q4: not reported; 2026Q1: 6,290 shares 6,290 $227K <0.01% new Timeline FLLA 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: 12,633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,032 shares 8,032 $227K <0.01% 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: 3,930 shares; 2024Q4: 4,096 shares; 2025Q1: 4,091 shares; 2025Q2: 5,276 shares; 2025Q3: 3,183 shares; 2025Q4: 8,295 shares; 2026Q1: 3,122 shares 3,122 $226K <0.01% -5,173 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 2,236 shares; 2025Q1: 2,567 shares; 2025Q2: 1,931 shares; 2025Q3: 2,343 shares; 2025Q4: 2,909 shares; 2026Q1: 2,072 shares 2,072 $226K <0.01% -837 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 428 shares; 2025Q3: 157 shares; 2025Q4: 509 shares; 2026Q1: 305 shares 305 $225K <0.01% -204 Timeline AOR 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: 4,590 shares; 2025Q1: 8,802 shares; 2025Q2: 8,436 shares; 2025Q3: 8,220 shares; 2025Q4: 3,499 shares; 2026Q1: 3,499 shares 3,499 $225K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares; 2026Q1: 1,947 shares 1,947 $225K <0.01% -1,288 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: 840 shares; 2024Q4: 1,028 shares; 2025Q1: 601 shares; 2025Q2: 1,313 shares; 2025Q3: 942 shares; 2025Q4: 2,890 shares; 2026Q1: 767 shares 767 $225K <0.01% -2,123 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: 556 shares; 2025Q4: 2,074 shares; 2026Q1: 895 shares 895 $224K <0.01% -1,179 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 2,370 shares; 2026Q1: 1,102 shares 1,102 $224K <0.01% -1,268 Timeline LFMD LIFEMD INC More: the full row for LIFEMD 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: 61,664 shares; 2025Q3: 61,664 shares; 2025Q4: 61,664 shares; 2026Q1: 61,664 shares 61,664 $223K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 2,051 shares; 2026Q1: 1,209 shares 1,209 $222K <0.01% -842 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: 2,197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: not reported; 2026Q1: 4,772 shares 4,772 $222K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: not reported; 2026Q1: 6,789 shares 6,789 $220K <0.01% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 3,608 shares; 2026Q1: 3,608 shares 3,608 $220K <0.01% 0 Timeline IBDT 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: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,639 shares; 2025Q4: 8,639 shares; 2026Q1: 8,639 shares 8,639 $219K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,008 shares; 2025Q4: 7,896 shares; 2026Q1: 7,585 shares 7,585 $219K <0.01% -311 Timeline DHS 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: 2,000 shares 2,000 $218K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,619 shares; 2024Q4: 40,788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,223 shares; 2025Q4: 7,612 shares; 2026Q1: 3,278 shares 3,278 $218K <0.01% -4,334 Timeline PDN 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: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $218K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,522 shares; 2025Q3: 1,419 shares; 2025Q4: 2,407 shares; 2026Q1: 1,593 shares 1,593 $217K <0.01% -814 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: 3,605 shares; 2024Q4: 2,645 shares; 2025Q1: 2,208 shares; 2025Q2: 2,141 shares; 2025Q3: 1,986 shares; 2025Q4: 2,190 shares; 2026Q1: 1,605 shares 1,605 $216K <0.01% -585 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: 2,678 shares; 2025Q4: 3,445 shares; 2026Q1: 2,572 shares 2,572 $215K <0.01% -873 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: 2,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $215K <0.01% new 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: 3,095 shares; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: not reported; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $215K <0.01% 0 Timeline FDTX 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: 5,780 shares 5,780 $213K <0.01% new Timeline JAAA 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: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 4,044 shares; 2025Q3: 4,070 shares; 2025Q4: 3,997 shares; 2026Q1: 4,228 shares 4,228 $213K <0.01% +231 Timeline ARKQ 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: 1,093 shares; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $212K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 5,438 shares; 2025Q1: 5,264 shares; 2025Q2: 5,426 shares; 2025Q3: 5,033 shares; 2025Q4: 6,762 shares; 2026Q1: 4,507 shares 4,507 $211K <0.01% -2,255 Timeline JVAL 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: 15,777 shares; 2024Q4: 13,407 shares; 2025Q1: 9,767 shares; 2025Q2: 8,884 shares; 2025Q3: 7,979 shares; 2025Q4: 5,853 shares; 2026Q1: 4,313 shares 4,313 $211K <0.01% -1,540 Timeline FUNC FIRST UTD CORP More: the full row for FIRST UTD 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: 3,000 shares; 2025Q4: 7,113 shares; 2026Q1: 5,742 shares 5,742 $210K <0.01% -1,371 Timeline BBAX 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 6,921 shares; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $210K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 4,459 shares; 2026Q1: 2,329 shares 2,329 $210K <0.01% -2,130 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: not reported; 2026Q1: 2,781 shares 2,781 $210K <0.01% new 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: 1,929 shares; 2025Q4: 5,190 shares; 2026Q1: 5,190 shares 5,190 $208K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 6,839 shares; 2025Q1: 11,596 shares; 2025Q2: not reported; 2025Q3: 1,582 shares; 2025Q4: 7,196 shares; 2026Q1: 6,260 shares 6,260 $208K <0.01% -936 Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,212 shares; 2024Q4: 66,212 shares; 2025Q1: 66,212 shares; 2025Q2: 66,212 shares; 2025Q3: 66,212 shares; 2025Q4: 106,212 shares; 2026Q1: 238,530 shares 238,530 $207K <0.01% +132,318 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: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,090 shares; 2025Q3: 1,714 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $207K <0.01% 0 Timeline TDIV 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: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares 2,210 $207K <0.01% 0 Timeline JFLX 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: 4,080 shares; 2025Q4: 4,112 shares; 2026Q1: 4,165 shares 4,165 $207K <0.01% +53 Timeline FROG JFROG LTD More: the full row for JFROG 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: 4,405 shares 4,405 $207K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,372 shares; 2025Q4: 2,375 shares; 2026Q1: 2,376 shares 2,376 $206K <0.01% +1 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 931 shares; 2025Q1: 963 shares; 2025Q2: 967 shares; 2025Q3: 888 shares; 2025Q4: 1,105 shares; 2026Q1: 676 shares 676 $206K <0.01% -429 Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,406 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares; 2026Q1: 4,406 shares 4,406 $205K <0.01% 0 Timeline MCHI 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: 1,849 shares; 2025Q4: 3,644 shares; 2026Q1: 3,644 shares 3,644 $205K <0.01% 0 Timeline IYF 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: 1,202 shares; 2025Q4: not reported; 2026Q1: 1,739 shares 1,739 $205K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,128 shares; 2025Q1: 1,107 shares; 2025Q2: 614 shares; 2025Q3: 469 shares; 2025Q4: 561 shares; 2026Q1: 346 shares 346 $204K <0.01% -215 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 565 shares; 2025Q4: 1,982 shares; 2026Q1: 1,420 shares 1,420 $203K <0.01% -562 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 882 shares; 2025Q4: 1,373 shares; 2026Q1: 796 shares 796 $203K <0.01% -577 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,093 shares; 2025Q1: 1,892 shares; 2025Q2: 1,857 shares; 2025Q3: 1,513 shares; 2025Q4: 3,595 shares; 2026Q1: 1,473 shares 1,473 $202K <0.01% -2,122 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,392 shares; 2025Q1: 2,399 shares; 2025Q2: 2,878 shares; 2025Q3: 2,314 shares; 2025Q4: 3,126 shares; 2026Q1: 2,006 shares 2,006 $202K <0.01% -1,120 Timeline INDA 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: 6,919 shares; 2025Q3: 6,800 shares; 2025Q4: 6,990 shares; 2026Q1: 4,312 shares 4,312 $202K <0.01% -2,678 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,004 shares; 2024Q4: 17,174 shares; 2025Q1: 16,499 shares; 2025Q2: 16,541 shares; 2025Q3: 15,746 shares; 2025Q4: 15,082 shares; 2026Q1: 5,862 shares 5,862 $202K <0.01% -9,220 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 5,035 shares; 2025Q4: 4,629 shares; 2026Q1: 4,947 shares 4,947 $202K <0.01% +318 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,097 shares; 2024Q4: 11,089 shares; 2025Q1: 11,089 shares; 2025Q2: 11,089 shares; 2025Q3: 11,089 shares; 2025Q4: 10,872 shares; 2026Q1: 10,872 shares 10,872 $201K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 5,010 shares; 2025Q3: 4,750 shares; 2025Q4: 6,208 shares; 2026Q1: 4,683 shares 4,683 $201K <0.01% -1,525 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: 3,009 shares; 2024Q4: 3,132 shares; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,204 shares; 2025Q4: 3,594 shares; 2026Q1: 1,954 shares 1,954 $200K <0.01% -1,640 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,891 shares; 2024Q4: 37,035 shares; 2025Q1: 124,888 shares; 2025Q2: 86,426 shares; 2025Q3: 14,315 shares; 2025Q4: 14,702 shares; 2026Q1: 17,802 shares 17,802 $200K <0.01% +3,100 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,573 shares; 2026Q1: 16,916 shares 16,916 $195K <0.01% -1,657 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: not reported; 2026Q1: 11,181 shares 11,181 $190K <0.01% new Timeline PGX 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: 117,795 shares; 2024Q4: 79,890 shares; 2025Q1: 55,074 shares; 2025Q2: 48,536 shares; 2025Q3: 39,780 shares; 2025Q4: 17,830 shares; 2026Q1: 17,316 shares 17,316 $188K <0.01% -514 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 16,201 shares; 2025Q1: 16,201 shares; 2025Q2: 16,201 shares; 2025Q3: 16,201 shares; 2025Q4: 16,201 shares; 2026Q1: 17,201 shares 17,201 $188K <0.01% +1,000 Timeline CDZI CADIZ INC More: the full row for CADIZ 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: 12,840 shares; 2025Q4: 35,340 shares; 2026Q1: 35,340 shares 35,340 $174K <0.01% 0 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: not reported; 2026Q1: 12,796 shares 12,796 $172K <0.01% new Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,470 shares; 2026Q1: 12,470 shares 12,470 $167K <0.01% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,059 shares; 2024Q4: 13,058 shares; 2025Q1: 13,058 shares; 2025Q2: 13,233 shares; 2025Q3: 13,233 shares; 2025Q4: 12,458 shares; 2026Q1: 29,914 shares 29,914 $155K <0.01% +17,456 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: not reported; 2026Q1: 12,002 shares 12,002 $154K <0.01% new Timeline OLMA OLEMA PHARMACEUTICALS INC More: the full row for OLEMA 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: 10,172 shares; 2026Q1: 10,172 shares 10,172 $152K <0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 15,000 shares 15,000 $148K <0.01% +5,000 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS 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: 18,714 shares; 2025Q3: 18,382 shares; 2025Q4: 19,269 shares; 2026Q1: 18,382 shares 18,382 $144K <0.01% -887 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 20,419 shares; 2025Q1: 20,601 shares; 2025Q2: 20,310 shares; 2025Q3: 20,730 shares; 2025Q4: 20,777 shares; 2026Q1: 22,560 shares 22,560 $136K <0.01% +1,783 Timeline RMTI ROCKWELL MED INC More: the full row for ROCKWELL MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: not reported; 2026Q1: 151,838 shares 151,838 $136K <0.01% new Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $126K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 16,687 shares; 2025Q1: 16,687 shares; 2025Q2: 16,687 shares; 2025Q3: 16,687 shares; 2025Q4: 16,687 shares; 2026Q1: 16,687 shares 16,687 $114K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: not reported; 2026Q1: 10,244 shares 10,244 $114K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: not reported; 2026Q1: 10,776 shares 10,776 $111K <0.01% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE 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: 24,219 shares; 2025Q4: 15,419 shares; 2026Q1: 10,195 shares 10,195 $109K <0.01% -5,224 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: not reported; 2025Q2: 43,025 shares; 2025Q3: 43,025 shares; 2025Q4: 43,025 shares; 2026Q1: 43,025 shares 43,025 $108K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,954 shares; 2025Q1: 14,954 shares; 2025Q2: 12,251 shares; 2025Q3: 15,147 shares; 2025Q4: 13,672 shares; 2026Q1: 12,730 shares 12,730 $105K <0.01% -942 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 17,000 shares 17,000 $96.6K <0.01% +2,000 Timeline KRMD KORU MEDICAL SYSTEMS INC More: the full row for KORU MEDICAL SYSTEMS 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: 20,425 shares; 2025Q4: 20,425 shares; 2026Q1: 21,425 shares 21,425 $92.6K <0.01% +1,000 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is 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: 15,200 shares 15,200 $89.1K <0.01% 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: 10,965 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,273 shares; 2025Q4: 12,980 shares; 2026Q1: 14,263 shares 14,263 $86K <0.01% +1,283 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,651 shares; 2025Q4: 12,795 shares; 2026Q1: 16,388 shares 16,388 $76.7K <0.01% +3,593 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,400 shares 14,400 $70.7K <0.01% new Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE 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: 49,939 shares 49,939 $70.4K <0.01% new Timeline WRAP WRAP TECHNOLOGIES INC More: the full row for WRAP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 44,834 shares; 2025Q1: 44,834 shares; 2025Q2: 44,834 shares; 2025Q3: 44,834 shares; 2025Q4: 44,834 shares; 2026Q1: 44,834 shares 44,834 $69K <0.01% 0 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $67.5K <0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN 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: 28,741 shares; 2026Q1: 28,741 shares 28,741 $64.7K <0.01% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS 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: 31,500 shares 31,500 $58K <0.01% new Timeline FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP 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: 12,067 shares 12,067 $53.3K <0.01% new Timeline MRCC MONROE CAP CORP More: the full row for MONROE 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: 7,766 shares; 2025Q4: not reported; 2026Q1: 11,586 shares 11,586 $53.3K <0.01% new Timeline GAME GAMESQUARE HLDGS INC More: the full row for GAMESQUARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,287 shares; 2024Q4: 187,287 shares; 2025Q1: 187,287 shares; 2025Q2: 187,287 shares; 2025Q3: 181,601 shares; 2025Q4: 181,601 shares; 2026Q1: 181,633 shares 181,633 $49K <0.01% +32 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $44.6K <0.01% 0 Timeline VNRX VOLITIONRX LTD More: the full row for VOLITIONRX 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: 220,000 shares 220,000 $44.4K <0.01% new Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 11,661 shares; 2025Q1: 11,060 shares; 2025Q2: 10,140 shares; 2025Q3: 10,140 shares; 2025Q4: 11,178 shares; 2026Q1: 11,060 shares 11,060 $41.1K <0.01% -118 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: not reported; 2026Q1: 19,364 shares 19,364 $38.9K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 13,993 shares; 2025Q3: 13,066 shares; 2025Q4: 12,835 shares; 2026Q1: 12,535 shares 12,535 $38.5K <0.01% -300 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN 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: 16,900 shares; 2026Q1: 16,900 shares 16,900 $32.8K <0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS 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: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $30.1K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 15 shares; 2025Q4: 20,015 shares; 2026Q1: 40,018 shares 40,018 $28.1K <0.01% +20,003 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN 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: 27,000 shares; 2025Q4: 74,000 shares; 2026Q1: 27,000 shares 27,000 $25.9K <0.01% -47,000 MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 71,000 shares; 2026Q1: 26,000 shares 26,000 $25.1K <0.01% -45,000 SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC More: the full row for SAREPTA 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: 27,000 shares 27,000 $24.9K <0.01% new OGI ORGANIGRAM GLOBAL INC More: the full row for ORGANIGRAM GLOBAL 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: 18,522 shares 18,522 $24.8K <0.01% new Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,000 shares; 2025Q2: not reported; 2025Q3: 24,000 shares; 2025Q4: 65,000 shares; 2026Q1: 24,000 shares 24,000 $23.8K <0.01% -41,000 IVVD INVIVYD INC More: the full row for INVIVYD 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: 17,595 shares 17,595 $22.9K <0.01% new Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: not reported; 2025Q1: 44,000 shares; 2025Q2: not reported; 2025Q3: 22,000 shares; 2025Q4: 60,000 shares; 2026Q1: 22,000 shares 22,000 $21.7K <0.01% -38,000 CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,302 shares; 2024Q4: 15,151 shares; 2025Q1: 15,151 shares; 2025Q2: 15,151 shares; 2025Q3: not reported; 2025Q4: 15,151 shares; 2026Q1: 15,151 shares 15,151 $20.5K <0.01% 0 Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $19.8K <0.01% new Timeline SNAP INC SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 50,000 shares; 2026Q1: 18,000 shares 18,000 $17K <0.01% -32,000 BANDWIDTH INC BANDWIDTH INC More: the full row for BANDWIDTH 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: 29,000 shares; 2025Q4: 78,000 shares; 2026Q1: 16,000 shares 16,000 $14.2K <0.01% -62,000 MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS 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: 1,129 shares; 2025Q4: not reported; 2026Q1: 10,629 shares 10,629 $12.6K <0.01% new Timeline FEMY FEMASYS INC More: the full row for FEMASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,134 shares; 2024Q4: 28,134 shares; 2025Q1: 28,134 shares; 2025Q2: 28,134 shares; 2025Q3: 28,134 shares; 2025Q4: 28,134 shares; 2026Q1: 28,134 shares 28,134 $11.8K <0.01% 0 Timeline GUTS FRACTYL HEALTH INC More: the full row for FRACTYL 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: 15,617 shares 15,617 $7.15K <0.01% new Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE 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: 6,879 shares; 2025Q4: not reported; 2026Q1: 10,318 shares 10,318 $5.33K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,080 shares 147,080 $1.03K <0.01% new