GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,000 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares; 2025Q4: 61,500 shares; 2026Q1: 61,500 shares 61,500 $467K 0.01% 0 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: 15,785 shares; 2024Q4: 13,966 shares; 2025Q1: 13,328 shares; 2025Q2: 13,328 shares; 2025Q3: 15,037 shares; 2025Q4: 15,865 shares; 2026Q1: 15,865 shares 15,865 $463K 0.01% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 4,260 shares; 2026Q1: 4,260 shares 4,260 $462K 0.01% 0 Timeline MSWV MAIN STREET FINANCIAL SERVIC More: the full row for MAIN STREET FINANCIAL SERVIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,290 shares; 2024Q4: 88,290 shares; 2025Q1: 73,290 shares; 2025Q2: 58,290 shares; 2025Q3: 53,790 shares; 2025Q4: 37,766 shares; 2026Q1: 25,116 shares 25,116 $460K 0.01% -12,650 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 7,731 shares; 2025Q1: 7,731 shares; 2025Q2: 7,731 shares; 2025Q3: 7,731 shares; 2025Q4: 7,731 shares; 2026Q1: 8,331 shares 8,331 $455K 0.01% +600 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 11,115 shares; 2025Q2: 11,115 shares; 2025Q3: 10,912 shares; 2025Q4: 13,307 shares; 2026Q1: 13,307 shares 13,307 $455K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: 4,051 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,623 shares 3,623 $455K 0.01% -353 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 954 shares; 2025Q4: 923 shares; 2026Q1: 919 shares 919 $451K 0.01% -4 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,451 shares; 2025Q1: 4,415 shares; 2025Q2: 4,442 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,263 shares 4,263 $451K 0.01% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 15,264 shares; 2025Q4: 11,487 shares; 2026Q1: 6,228 shares 6,228 $451K 0.01% -5,259 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 5,518 shares; 2025Q1: 5,268 shares; 2025Q2: 6,458 shares; 2025Q3: 7,458 shares; 2025Q4: 9,192 shares; 2026Q1: 8,833 shares 8,833 $447K 0.01% -359 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,860 shares; 2025Q4: 7,134 shares; 2026Q1: 6,573 shares 6,573 $447K 0.01% -561 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: 2,629 shares; 2024Q4: 1,579 shares; 2025Q1: 1,636 shares; 2025Q2: 1,401 shares; 2025Q3: 1,059 shares; 2025Q4: 734 shares; 2026Q1: 604 shares 604 $446K 0.01% -130 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $446K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 4,191 shares; 2025Q4: 3,200 shares; 2026Q1: 2,099 shares 2,099 $445K 0.01% -1,101 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,318 shares; 2025Q4: 1,307 shares; 2026Q1: 302 shares 302 $445K 0.01% -1,005 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: 6,713 shares; 2024Q4: 4,228 shares; 2025Q1: 4,383 shares; 2025Q2: 5,904 shares; 2025Q3: 5,951 shares; 2025Q4: 6,056 shares; 2026Q1: 5,699 shares 5,699 $440K 0.01% -357 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 7,076 shares; 2025Q1: 7,442 shares; 2025Q2: 8,482 shares; 2025Q3: 8,908 shares; 2025Q4: 10,484 shares; 2026Q1: 9,153 shares 9,153 $440K 0.01% -1,331 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: 5,764 shares; 2024Q4: 4,963 shares; 2025Q1: 4,964 shares; 2025Q2: 5,409 shares; 2025Q3: 5,400 shares; 2025Q4: 5,613 shares; 2026Q1: 5,525 shares 5,525 $440K 0.01% -88 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,260 shares; 2024Q4: 18,260 shares; 2025Q1: 18,260 shares; 2025Q2: 18,260 shares; 2025Q3: 18,260 shares; 2025Q4: 18,260 shares; 2026Q1: 18,260 shares 18,260 $437K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,069 shares; 2024Q4: 61,453 shares; 2025Q1: 61,453 shares; 2025Q2: 39,453 shares; 2025Q3: 39,480 shares; 2025Q4: 4,948 shares; 2026Q1: 4,948 shares 4,948 $433K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,215 shares; 2025Q1: 6,215 shares; 2025Q2: 6,215 shares; 2025Q3: 5,375 shares; 2025Q4: 5,899 shares; 2026Q1: 5,899 shares 5,899 $431K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 928 shares; 2025Q3: 1,120 shares; 2025Q4: 1,224 shares; 2026Q1: 1,097 shares 1,097 $428K 0.01% -127 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,864 shares; 2025Q3: 5,131 shares; 2025Q4: 4,796 shares; 2026Q1: 4,696 shares 4,696 $427K 0.01% -100 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,200 shares 39,200 $425K 0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,075 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $423K 0.01% 0 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: 5,877 shares; 2024Q4: 5,202 shares; 2025Q1: 4,902 shares; 2025Q2: 4,902 shares; 2025Q3: 4,112 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares 4,112 $420K 0.01% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,408 shares; 2024Q4: 11,433 shares; 2025Q1: 11,408 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 11,408 shares; 2026Q1: 11,408 shares 11,408 $418K 0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $418K 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: 1,255 shares; 2024Q4: 1,258 shares; 2025Q1: 1,267 shares; 2025Q2: 1,311 shares; 2025Q3: 1,328 shares; 2025Q4: 1,223 shares; 2026Q1: 978 shares 978 $416K 0.01% -245 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: 198 shares; 2024Q4: 203 shares; 2025Q1: 148 shares; 2025Q2: 129 shares; 2025Q3: 132 shares; 2025Q4: 120 shares; 2026Q1: 240 shares 240 $415K 0.01% +120 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares; 2026Q1: 4,456 shares 4,456 $413K 0.01% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,410 shares 1,410 $412K 0.01% -80 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 5,406 shares; 2025Q4: 5,406 shares; 2026Q1: 7,648 shares 7,648 $403K 0.01% +2,242 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,314 shares; 2024Q4: 19,416 shares; 2025Q1: 18,916 shares; 2025Q2: 18,916 shares; 2025Q3: 18,910 shares; 2025Q4: 18,900 shares; 2026Q1: 18,900 shares 18,900 $400K 0.01% 0 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: 13,158 shares; 2024Q4: 10,712 shares; 2025Q1: 9,920 shares; 2025Q2: 9,920 shares; 2025Q3: 8,485 shares; 2025Q4: 7,858 shares; 2026Q1: 7,779 shares 7,779 $396K 0.01% -79 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: not reported; 2025Q3: 2,076 shares; 2025Q4: 2,411 shares; 2026Q1: 2,106 shares 2,106 $393K 0.01% -305 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 2,003 shares; 2025Q2: 3,150 shares; 2025Q3: 3,187 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $392K 0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,462 shares; 2025Q4: 4,462 shares; 2026Q1: 4,460 shares 4,460 $391K 0.01% -2 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,362 shares; 2025Q1: 11,362 shares; 2025Q2: 19,362 shares; 2025Q3: 20,362 shares; 2025Q4: 21,366 shares; 2026Q1: 17,770 shares 17,770 $389K 0.01% -3,596 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,114 shares; 2025Q2: 1,536 shares; 2025Q3: 1,503 shares; 2025Q4: 1,453 shares; 2026Q1: 1,303 shares 1,303 $385K 0.01% -150 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares 2,923 $383K 0.01% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,713 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,043 shares; 2026Q1: 3,043 shares 3,043 $374K 0.01% 0 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: 7,367 shares; 2024Q4: 7,224 shares; 2025Q1: 7,680 shares; 2025Q2: 7,181 shares; 2025Q3: 7,178 shares; 2025Q4: 7,005 shares; 2026Q1: 6,667 shares 6,667 $372K 0.01% -338 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 10,131 shares; 2025Q1: 10,131 shares; 2025Q2: 10,131 shares; 2025Q3: 10,131 shares; 2025Q4: 10,131 shares; 2026Q1: 10,131 shares 10,131 $369K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 3,950 shares; 2025Q1: 3,040 shares; 2025Q2: 7,175 shares; 2025Q3: 5,224 shares; 2025Q4: 3,832 shares; 2026Q1: 2,890 shares 2,890 $368K 0.01% -942 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 26,040 shares; 2025Q1: 26,085 shares; 2025Q2: 25,505 shares; 2025Q3: 25,505 shares; 2025Q4: 8,720 shares; 2026Q1: 15,000 shares 15,000 $364K 0.01% +6,280 Timeline THIRD STREET BANCSHARES, IN… THIRD STREET BANCSHARES, INC. More: the full row for THIRD STREET BANCSHARES, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,378 shares; 2025Q1: 4,508 shares; 2025Q2: 4,508 shares; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,228 shares 4,228 $360K 0.01% -280 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: not reported; 2024Q4: not reported; 2025Q1: 3,922 shares; 2025Q2: 3,922 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 4,222 shares 4,222 $358K 0.01% -200 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: 3,072 shares; 2024Q4: 3,056 shares; 2025Q1: 3,212 shares; 2025Q2: 6,193 shares; 2025Q3: 6,035 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares 3,674 $357K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,388 shares; 2025Q3: 13,985 shares; 2025Q4: 10,418 shares; 2026Q1: 5,669 shares 5,669 $356K 0.01% -4,749 Timeline ESGU 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: 5,428 shares; 2024Q4: 2,880 shares; 2025Q1: 3,002 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares 2,506 $354K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,696 shares; 2025Q1: 2,016 shares; 2025Q2: 1,974 shares; 2025Q3: 1,987 shares; 2025Q4: 2,014 shares; 2026Q1: 1,905 shares 1,905 $352K 0.01% -109 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,299 shares; 2025Q1: 1,270 shares; 2025Q2: 1,261 shares; 2025Q3: 1,258 shares; 2025Q4: 1,247 shares; 2026Q1: 1,195 shares 1,195 $350K 0.01% -52 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,036 shares; 2025Q4: 4,792 shares; 2026Q1: 4,725 shares 4,725 $344K 0.01% -67 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 978 shares; 2025Q3: 978 shares; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $343K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 662 shares; 2025Q4: 585 shares; 2026Q1: 465 shares 465 $339K 0.01% -120 Timeline CARL CARLSMED INC More: the full row for CARLSMED 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: 37,000 shares; 2026Q1: 37,000 shares 37,000 $335K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,112 shares 4,112 $331K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,404 shares 7,404 $330K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 17,793 shares; 2025Q1: 17,497 shares; 2025Q2: 17,580 shares; 2025Q3: 16,354 shares; 2025Q4: 14,358 shares; 2026Q1: 11,919 shares 11,919 $327K 0.01% -2,439 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: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $326K 0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares 2,112 $320K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 1,700 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,812 shares; 2025Q4: 1,555 shares; 2026Q1: 1,520 shares 1,520 $316K 0.01% -35 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,810 shares 8,810 $313K 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,646 shares; 2025Q1: 3,534 shares; 2025Q2: not reported; 2025Q3: 5,776 shares; 2025Q4: 5,900 shares; 2026Q1: 4,851 shares 4,851 $311K 0.01% -1,049 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,111 shares; 2025Q3: 9,111 shares; 2025Q4: 9,111 shares; 2026Q1: 9,111 shares 9,111 $310K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,241 shares; 2025Q1: 1,962 shares; 2025Q2: 3,099 shares; 2025Q3: 3,054 shares; 2025Q4: 3,932 shares; 2026Q1: 3,323 shares 3,323 $306K 0.01% -609 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,402 shares; 2026Q1: 3,967 shares 3,967 $296K 0.01% -435 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,414 shares; 2024Q4: 7,485 shares; 2025Q1: 6,571 shares; 2025Q2: 6,616 shares; 2025Q3: 5,799 shares; 2025Q4: 5,282 shares; 2026Q1: 4,513 shares 4,513 $295K 0.01% -769 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE 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: 30,091 shares; 2025Q4: 30,090 shares; 2026Q1: 30,090 shares 30,090 $294K 0.01% 0 Timeline CITIZENS BANCSHARES INC CITIZENS BANCSHARES INC More: the full row for CITIZENS BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $294K 0.01% 0 BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $294K 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: 83,892 shares; 2024Q4: 103,116 shares; 2025Q1: 177,801 shares; 2025Q2: 173,685 shares; 2025Q3: 76,520 shares; 2025Q4: 17,553 shares; 2026Q1: 7,920 shares 7,920 $291K 0.01% -9,633 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,755 shares; 2025Q4: 3,755 shares; 2026Q1: 3,351 shares 3,351 $291K 0.01% -404 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: 5,002 shares; 2024Q4: 5,002 shares; 2025Q1: 5,002 shares; 2025Q2: 5,259 shares; 2025Q3: 5,259 shares; 2025Q4: 4,966 shares; 2026Q1: 4,821 shares 4,821 $290K 0.01% -145 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,559 shares; 2026Q1: 3,659 shares 3,659 $290K 0.01% +100 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: not reported; 2025Q3: 3,032 shares; 2025Q4: 2,772 shares; 2026Q1: 2,647 shares 2,647 $287K 0.01% -125 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,203 shares; 2026Q1: 3,908 shares 3,908 $286K 0.01% -295 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 1,931 shares; 2026Q1: 2,131 shares 2,131 $284K 0.01% +200 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 312 shares; 2025Q3: 287 shares; 2025Q4: 284 shares; 2026Q1: 289 shares 289 $283K 0.01% +5 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 4,874 shares; 2025Q1: 4,756 shares; 2025Q2: 4,136 shares; 2025Q3: 3,690 shares; 2025Q4: 2,912 shares; 2026Q1: 2,314 shares 2,314 $283K 0.01% -598 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,219 shares; 2025Q1: 4,219 shares; 2025Q2: 4,618 shares; 2025Q3: 4,764 shares; 2025Q4: 3,001 shares; 2026Q1: 2,715 shares 2,715 $281K 0.01% -286 Timeline CPRN CITIGROUP CAPITAL XIII More: the full row for CITIGROUP CAPITAL XIII Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $279K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 3,273 shares; 2025Q1: 3,979 shares; 2025Q2: 4,109 shares; 2025Q3: 4,048 shares; 2025Q4: 3,665 shares; 2026Q1: 3,651 shares 3,651 $279K 0.01% -14 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 4,569 shares; 2025Q1: 4,569 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,569 shares; 2026Q1: 3,979 shares 3,979 $277K 0.01% -590 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,362 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,036 shares 1,036 $276K 0.01% -857 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,812 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares 1,776 $275K 0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares 4,995 $274K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,486 shares; 2024Q4: 23,417 shares; 2025Q1: 21,377 shares; 2025Q2: 22,044 shares; 2025Q3: 19,782 shares; 2025Q4: 18,796 shares; 2026Q1: 17,411 shares 17,411 $274K 0.01% -1,385 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,284 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,234 shares; 2026Q1: 2,949 shares 2,949 $272K 0.01% -285 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,513 shares; 2025Q3: 3,615 shares; 2025Q4: 3,069 shares; 2026Q1: 2,808 shares 2,808 $271K 0.01% -261 Timeline SMDV 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: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,433 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,934 shares; 2026Q1: 3,934 shares 3,934 $271K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 989 shares; 2026Q1: 1,064 shares 1,064 $270K 0.01% +75 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $269K 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: 31,379 shares; 2024Q4: 27,732 shares; 2025Q1: 25,654 shares; 2025Q2: 22,584 shares; 2025Q3: 19,914 shares; 2025Q4: 19,471 shares; 2026Q1: 17,873 shares 17,873 $268K 0.01% -1,598 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: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,027 shares; 2025Q2: 4,587 shares; 2025Q3: 4,591 shares; 2025Q4: 4,301 shares; 2026Q1: 3,687 shares 3,687 $268K 0.01% -614 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,141 shares 12,141 $267K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $267K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 364 shares 364 $265K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares 2,436 $264K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 3,371 shares; 2025Q4: 2,392 shares; 2026Q1: 2,225 shares 2,225 $264K 0.01% -167 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,420 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195 $262K 0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $261K 0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,908 shares; 2025Q1: 8,908 shares; 2025Q2: 8,908 shares; 2025Q3: 8,908 shares; 2025Q4: 10,319 shares; 2026Q1: 10,319 shares 10,319 $259K 0.01% 0 Timeline SPUS 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: 8,177 shares; 2025Q3: 8,275 shares; 2025Q4: 8,275 shares; 2026Q1: 5,365 shares 5,365 $258K 0.01% -2,910 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,447 shares; 2025Q3: 3,515 shares; 2025Q4: 2,359 shares; 2026Q1: 2,203 shares 2,203 $253K 0.01% -156 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR 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: not reported; 2025Q4: not reported; 2026Q1: 2,106 shares 2,106 $249K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,672 shares; 2025Q3: 5,701 shares; 2025Q4: 5,672 shares; 2026Q1: 5,672 shares 5,672 $249K 0.01% 0 Timeline KENNEDY HARDWARE CO INC. KENNEDY HARDWARE CO INC. More: the full row for KENNEDY HARDWARE CO INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,400 shares; 2024Q4: 83,400 shares; 2025Q1: 83,400 shares; 2025Q2: 83,400 shares; 2025Q3: 83,400 shares; 2025Q4: 83,400 shares; 2026Q1: 83,400 shares 83,400 $248K 0.01% 0 RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,156 shares; 2025Q3: 1,175 shares; 2025Q4: 1,177 shares; 2026Q1: 1,108 shares 1,108 $243K 0.01% -69 Timeline GUNR 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: 7,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,362 shares 4,362 $241K 0.01% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $240K 0.01% new Timeline CATH 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: 21,807 shares; 2024Q4: 6,059 shares; 2025Q1: 6,946 shares; 2025Q2: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares 3,072 $240K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: not reported; 2025Q2: 7,827 shares; 2025Q3: 8,327 shares; 2025Q4: 10,170 shares; 2026Q1: 9,799 shares 9,799 $239K 0.01% -371 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,417 shares; 2024Q4: 20,417 shares; 2025Q1: 20,417 shares; 2025Q2: 20,417 shares; 2025Q3: 18,617 shares; 2025Q4: 18,617 shares; 2026Q1: 18,617 shares 18,617 $236K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,703 shares 1,703 $236K 0.01% +3 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,893 shares 3,893 $233K 0.01% new 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $233K 0.01% 0 Timeline HIMU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,850 shares 4,850 $233K 0.01% new Timeline PRF 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: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares 4,860 $231K 0.01% 0 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: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $229K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,540 shares; 2026Q1: 5,369 shares 5,369 $229K 0.01% -171 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 1,401 shares; 2025Q4: 1,782 shares; 2026Q1: 978 shares 978 $226K 0.01% -804 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: 1,326 shares; 2025Q4: 1,520 shares; 2026Q1: 900 shares 900 $226K 0.01% -620 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: 29,945 shares; 2024Q4: 21,489 shares; 2025Q1: 21,483 shares; 2025Q2: 21,483 shares; 2025Q3: 21,483 shares; 2025Q4: 21,483 shares; 2026Q1: 21,483 shares 21,483 $221K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 849 shares; 2025Q1: 539 shares; 2025Q2: 348 shares; 2025Q3: 570 shares; 2025Q4: 2,690 shares; 2026Q1: 2,115 shares 2,115 $221K 0.01% -575 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares 3,310 $219K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,038 shares; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares 2,122 $218K 0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $217K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: not reported; 2025Q1: 6,372 shares; 2025Q2: not reported; 2025Q3: 5,703 shares; 2025Q4: not reported; 2026Q1: 5,658 shares 5,658 $216K 0.01% new Timeline FOXA FOX CORP More: the full row for FOX 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: 3,999 shares; 2025Q4: 2,868 shares; 2026Q1: 3,687 shares 3,687 $215K 0.01% +819 Timeline SNY SANOFI SA More: the full row for SANOFI 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: 4,697 shares; 2025Q4: 4,927 shares; 2026Q1: 4,462 shares 4,462 $215K 0.01% -465 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares 2,274 $214K 0.01% new Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $214K 0.01% new Timeline BANK OF AMERICA CORP BANK OF AMERICA CORP More: the full row for BANK OF AMERICA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares; 2025Q3: 11,560 shares; 2025Q4: 11,225 shares; 2026Q1: 11,225 shares 11,225 $213K 0.01% 0 NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,829 shares; 2025Q2: 2,483 shares; 2025Q3: 2,492 shares; 2025Q4: 2,437 shares; 2026Q1: 2,498 shares 2,498 $212K 0.01% +61 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $212K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,014 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $210K 0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares; 2025Q4: 9,831 shares; 2026Q1: 10,256 shares 10,256 $210K 0.01% +425 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,429 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,429 shares 2,429 $209K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,452 shares; 2025Q4: not reported; 2026Q1: 3,402 shares 3,402 $208K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $208K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 11,126 shares; 2025Q1: 10,877 shares; 2025Q2: 10,548 shares; 2025Q3: 12,219 shares; 2025Q4: 10,790 shares; 2026Q1: 9,203 shares 9,203 $207K 0.01% -1,587 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES 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: 6,259 shares 6,259 $206K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 937 shares 937 $205K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 7,608 shares; 2025Q3: 7,608 shares; 2025Q4: not reported; 2026Q1: 5,045 shares 5,045 $201K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,639 shares 3,639 $201K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,760 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 4,293 shares; 2026Q1: 3,791 shares 3,791 $201K 0.01% -502 Timeline FMCKM FEDERAL HOME LN MTG More: the full row for FEDERAL HOME LN MTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $192K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,610 shares; 2024Q4: 17,675 shares; 2025Q1: 17,892 shares; 2025Q2: 17,062 shares; 2025Q3: 17,011 shares; 2025Q4: 13,732 shares; 2026Q1: 13,381 shares 13,381 $181K 0.01% -351 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares; 2026Q1: 10,029 shares 10,029 $172K <0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 27,700 shares; 2025Q1: 27,700 shares; 2025Q2: 27,700 shares; 2025Q3: 27,700 shares; 2025Q4: 27,700 shares; 2026Q1: 27,700 shares 27,700 $170K <0.01% 0 Timeline ANNA ALEANNA INC More: the full row for ALEANNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $166K <0.01% new 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: 18,157 shares; 2024Q4: 18,157 shares; 2025Q1: 18,157 shares; 2025Q2: 18,157 shares; 2025Q3: 18,157 shares; 2025Q4: 18,157 shares; 2026Q1: 18,157 shares 18,157 $163K <0.01% 0 Timeline FMCCH FEDERAL HOME LN MTG More: the full row for FEDERAL HOME LN MTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $158K <0.01% 0 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $155K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 12,799 shares; 2025Q3: 12,799 shares; 2025Q4: 12,799 shares; 2026Q1: 12,799 shares 12,799 $147K <0.01% 0 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: 10,392 shares; 2024Q4: 10,392 shares; 2025Q1: 10,524 shares; 2025Q2: 10,524 shares; 2025Q3: 10,524 shares; 2025Q4: 13,210 shares; 2026Q1: 13,210 shares 13,210 $144K <0.01% 0 Timeline FMCCM FREDDIE MAC More: the full row for FREDDIE MAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $141K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,260 shares; 2024Q4: 13,260 shares; 2025Q1: 13,662 shares; 2025Q2: 13,662 shares; 2025Q3: 11,602 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $135K <0.01% 0 Timeline ARX ACCELERANT HOLDINGS More: the full row for ACCELERANT HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $134K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $133K <0.01% new Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,802 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $108K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,511 shares; 2024Q4: 21,511 shares; 2025Q1: 21,511 shares; 2025Q2: 21,511 shares; 2025Q3: 21,511 shares; 2025Q4: 13,212 shares; 2026Q1: 12,640 shares 12,640 $95.3K <0.01% -572 Timeline LQMT LIQUIDMETAL TECHNOLOGIES INC More: the full row for LIQUIDMETAL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,307 shares; 2024Q4: 620,307 shares; 2025Q1: 620,307 shares; 2025Q2: 620,307 shares; 2025Q3: 620,307 shares; 2025Q4: 620,307 shares; 2026Q1: 620,307 shares 620,307 $67K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $47.1K <0.01% 0 Timeline EVAX EVAXION AS More: the full row for EVAXION AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $37.2K <0.01% 0 Timeline RECAF RECONNAISSANCE ENERGY AFRICA L More: the full row for RECONNAISSANCE ENERGY AFRICA L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $18.4K <0.01% 0 Timeline CANNABIS SCIENCE INC XXX CANNABIS SCIENCE INC XXX More: the full row for CANNABIS SCIENCE INC XXX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $75 <0.01% 0 ADVANCED ENGINE TECHNOLOGIES ADVANCED ENGINE TECHNOLOGIES More: the full row for ADVANCED ENGINE TECHNOLOGIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,800 shares; 2025Q4: 71,800 shares; 2026Q1: 71,800 shares 71,800 $1 <0.01% 0 POTNETWORK HLDGS INC POTNETWORK HLDGS INC More: the full row for POTNETWORK 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: 103,838 shares; 2025Q3: 103,838 shares; 2025Q4: 103,838 shares; 2026Q1: 103,838 shares 103,838 $0 0% 0 Value filed as zero, left out of ratios.