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AdvisorNet Financial, Inc

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13F filer, CIK 1409362, MINNETONKA, MN

AdvisorNet Financial, Inc reported $1,877,872,444 across 2,236 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-20. Its ten largest share positions make up 21.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001409362-26-000001

Period
2025-12-31
Reported value
$1.88B
Holdings
2,236
Top 10 weight
21.07%
New
151
Sold out
151

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SOXXadded+24,415$7.35M
REMnew+281,893$6.25M
WTRGadded+131,712$5.05M
PAAAadded+90,751$4.65M
IVVadded+6,112$4.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LQDHreduced-46,781-$4.37M
FLRTreduced-92,411-$4.36M
FLBLreduced-182,774-$4.28M
VOXreduced-20,408-$3.95M
IGVreduced-35,248-$3.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001409362-26-000001, largest first. % of portfolio is the value over $1,877,000,922, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 186 shares; 2025Q3: 503 shares; 2025Q4: 504 shares 504$59K<0.01%+1Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,129 shares 1,129$58.8K<0.01%+125Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,080 shares; 2025Q2: 1,650 shares; 2025Q3: 1,487 shares; 2025Q4: 1,429 shares 1,429$58.7K<0.01%-58Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 722 shares; 2025Q2: 795 shares; 2025Q3: 424 shares; 2025Q4: 407 shares 407$58.6K<0.01%-17Timeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$58.3K<0.01%0Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 554 shares 554$58.1K<0.01%-10Timeline
EKGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares 3,051$58K<0.01%0Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,071 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares; 2025Q4: 1,668 shares 1,668$57.8K<0.01%+10Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 898 shares; 2025Q2: 1,173 shares; 2025Q3: 1,225 shares; 2025Q4: 1,112 shares 1,112$57.6K<0.01%-113Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 2,673 shares; 2025Q3: 2,793 shares; 2025Q4: 2,808 shares 2,808$57.3K<0.01%+15Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 615 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 656 shares 656$57K<0.01%+42Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares 3,500$56.8K<0.01%newTimeline
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 372 shares 372$56.7K<0.01%+7Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 551 shares; 2025Q2: 594 shares; 2025Q3: 544 shares; 2025Q4: 562 shares 562$56.7K<0.01%+18Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,090 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990$56.5K<0.01%0Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 1,536 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,646 shares 1,646$56.4K<0.01%-241Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 1,130 shares 1,130$56.3K<0.01%+300Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,305 shares; 2025Q3: 1,345 shares; 2025Q4: 723 shares 723$56.3K<0.01%-622Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,665 shares; 2025Q1: 1,711 shares; 2025Q2: 2,404 shares; 2025Q3: 2,355 shares; 2025Q4: 2,373 shares 2,373$56.2K<0.01%+18Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 702 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$56K<0.01%0Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 6,215 shares 6,215$55.8K<0.01%+6,050Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 234 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$55.2K<0.01%0Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 875 shares 875$54.9K<0.01%+50Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,390 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,409 shares; 2025Q4: 3,640 shares 3,640$54.8K<0.01%+231Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 386 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 339 shares 339$54.7K<0.01%+21Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 65 shares; 2025Q3: 62 shares; 2025Q4: 60 shares 60$54.4K<0.01%-2Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 2,250 shares 2,250$54.2K<0.01%+600Timeline
APRTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$54.1K<0.01%0Timeline
EZBCFRANKLIN TEMPLETON DIGITAL HQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 890 shares; 2025Q3: 1,075 shares; 2025Q4: 1,068 shares 1,068$54K<0.01%-7Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$53.9K<0.01%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 274 shares; 2025Q2: 335 shares; 2025Q3: 322 shares; 2025Q4: 291 shares 291$53.9K<0.01%-31Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 800 shares 800$53.6K<0.01%+700Timeline
DECTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares 1,460$53.5K<0.01%0Timeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares 1,291$53.4K<0.01%0Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,290 shares; 2025Q2: 1,295 shares; 2025Q3: 1,288 shares; 2025Q4: 1,295 shares 1,295$52.9K<0.01%+7Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$52.5K<0.01%0Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 201 shares; 2025Q4: 194 shares 194$52.2K<0.01%-7Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,443 shares; 2025Q1: 2,351 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 752 shares 752$52.2K<0.01%-28Timeline
MSDLMORGAN STANLEY DIRECT LENDINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 4,200 shares; 2025Q3: 3,650 shares; 2025Q4: 3,150 shares 3,150$51.9K<0.01%-500Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$51.9K<0.01%0Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 2,660 shares; 2025Q2: 2,159 shares; 2025Q3: 2,451 shares; 2025Q4: 2,060 shares 2,060$51.7K<0.01%-391Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 696 shares; 2025Q4: 696 shares 696$51.2K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 242 shares; 2025Q2: 216 shares; 2025Q3: 192 shares; 2025Q4: 203 shares 203$51.2K<0.01%+11Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 380 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 388 shares 388$50.9K<0.01%+3Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 916 shares 916$50.6K<0.01%+56Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,756 shares; 2025Q1: 3,379 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares 1,506$50.5K<0.01%0Timeline
GBXGREENBRIER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,075 shares 1,075$50.2K<0.01%+69Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 936 shares; 2025Q4: 1,041 shares 1,041$50.2K<0.01%+105Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 3,638 shares; 2025Q4: 695 shares 695$49.8K<0.01%-2,943Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: 2,326 shares; 2025Q2: 2,202 shares; 2025Q3: 2,210 shares; 2025Q4: 2,125 shares 2,125$49.4K<0.01%-85Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 428 shares; 2025Q3: 469 shares; 2025Q4: 613 shares 613$48.5K<0.01%+144Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400$48.4K<0.01%newTimeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares 1,620$48.3K<0.01%0Timeline
BBCBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 810 shares; 2025Q4: 1,054 shares 1,054$48.3K<0.01%+244Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 755 shares; 2025Q2: 555 shares; 2025Q3: 985 shares; 2025Q4: 1,110 shares 1,110$48K<0.01%+125Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 698 shares 698$48K<0.01%+11Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,200 shares 2,200$47.8K<0.01%+200Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 115 shares; 2025Q2: 81 shares; 2025Q3: 63 shares; 2025Q4: 193 shares 193$47.7K<0.01%+130Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,167 shares; 2025Q2: 1,174 shares; 2025Q3: 1,237 shares; 2025Q4: 829 shares 829$47.7K<0.01%-408Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 196 shares; 2025Q1: 323 shares; 2025Q2: 324 shares; 2025Q3: 845 shares; 2025Q4: 799 shares 799$47.5K<0.01%-46Timeline
BBINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,380 shares; 2025Q1: 5,750 shares; 2025Q2: 6,714 shares; 2025Q3: 657 shares; 2025Q4: 657 shares 657$47.5K<0.01%0Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,693 shares; 2025Q1: 1,591 shares; 2025Q2: 1,291 shares; 2025Q3: 721 shares; 2025Q4: 1,125 shares 1,125$47.1K<0.01%+404Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,864 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,954 shares 1,954$47.1K<0.01%+384Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 736 shares; 2025Q3: 737 shares; 2025Q4: 740 shares 740$47K<0.01%+3Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 781 shares; 2025Q2: 721 shares; 2025Q3: 716 shares; 2025Q4: 743 shares 743$46.8K<0.01%+27Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 590 shares; 2025Q2: 1,340 shares; 2025Q3: 1,388 shares; 2025Q4: 1,438 shares 1,438$46.7K<0.01%+50Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 320 shares; 2025Q2: 347 shares; 2025Q3: 246 shares; 2025Q4: 236 shares 236$46.5K<0.01%-10Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 601 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621$46.1K<0.01%0Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 1,581 shares; 2025Q2: 1,457 shares; 2025Q3: 1,229 shares; 2025Q4: 1,316 shares 1,316$46.1K<0.01%+87Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 541 shares; 2025Q3: 548 shares; 2025Q4: 495 shares 495$46K<0.01%-53Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862 shares; 2025Q1: 859 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$45.5K<0.01%0Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,551 shares; 2025Q2: 1,516 shares; 2025Q3: 1,655 shares; 2025Q4: 1,056 shares 1,056$45.3K<0.01%-599Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,466 shares; 2025Q1: 2,863 shares; 2025Q2: 2,511 shares; 2025Q3: 2,607 shares; 2025Q4: 2,608 shares 2,608$45.2K<0.01%+1Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986$45.2K<0.01%0Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685$45.2K<0.01%0Timeline
OAEMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,002 shares; 2025Q1: 1,009 shares; 2025Q2: 1,214 shares; 2025Q3: 1,223 shares; 2025Q4: 1,232 shares 1,232$45.1K<0.01%+9Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 1,180 shares; 2025Q4: 1,189 shares 1,189$45K<0.01%+9Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293 shares; 2025Q1: 1,186 shares; 2025Q2: 1,198 shares; 2025Q3: 1,111 shares; 2025Q4: 1,090 shares 1,090$45K<0.01%-21Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 381 shares; 2025Q2: 346 shares; 2025Q3: 186 shares; 2025Q4: 326 shares 326$44.9K<0.01%+140Timeline
BCATBLACKROCK CAP ALLOCATION TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,947 shares; 2025Q3: 2,995 shares; 2025Q4: 3,174 shares 3,174$44.9K<0.01%+179Timeline
JULTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$44.9K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 543 shares; 2025Q2: 440 shares; 2025Q3: 247 shares; 2025Q4: 266 shares 266$44.6K<0.01%+19Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 614 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 964 shares 964$44.2K<0.01%+321Timeline
VLUSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 95 shares; 2025Q2: 100 shares; 2025Q3: 107 shares; 2025Q4: 210 shares 210$44.2K<0.01%+103Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 183 shares 183$44.2K<0.01%+81Timeline
UAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,988 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100$43.9K<0.01%0Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,869 shares; 2025Q3: 2,816 shares; 2025Q4: 2,988 shares 2,988$43.7K<0.01%+172Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,041 shares; 2025Q4: 1,594 shares 1,594$43.3K<0.01%-3,447Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares 2,415$43K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 809 shares; 2025Q4: 829 shares 829$43K<0.01%+20Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 218 shares; 2025Q2: 188 shares; 2025Q3: 231 shares; 2025Q4: 232 shares 232$42.9K<0.01%+1Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 405 shares; 2025Q4: 306 shares 306$42.5K<0.01%-99Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 457 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 503 shares 503$42.4K<0.01%+45Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares 171$42.2K<0.01%0Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 129 shares; 2025Q4: 112 shares 112$42K<0.01%-17Timeline
KSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares 1,505$42K<0.01%0Timeline
PLTMGRANITESHARES PLATINUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 2,114 shares 2,114$41.7K<0.01%+1,360Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 625 shares; 2025Q2: 626 shares; 2025Q3: 628 shares; 2025Q4: 630 shares 630$41.7K<0.01%+2Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 407 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$41.7K<0.01%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,779 shares; 2025Q1: 1,679 shares; 2025Q2: 1,673 shares; 2025Q3: 1,181 shares; 2025Q4: 525 shares 525$41.4K<0.01%-656Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 423 shares; 2025Q4: 425 shares 425$41.3K<0.01%+2Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 321 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305$40.8K<0.01%0Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 634 shares 634$40.6K<0.01%+625Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,479 shares; 2025Q1: 19,862 shares; 2025Q2: 2,573 shares; 2025Q3: 2,628 shares; 2025Q4: 3,687 shares 3,687$40.5K<0.01%+1,059Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 527 shares; 2025Q2: 207 shares; 2025Q3: 517 shares; 2025Q4: 317 shares 317$40.4K<0.01%-200Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,616 shares; 2025Q1: 2,313 shares; 2025Q2: 702 shares; 2025Q3: 502 shares; 2025Q4: 502 shares 502$40.3K<0.01%0Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 445 shares 445$40.3K<0.01%+45Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 75 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 52 shares 52$40.2K<0.01%-10Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 721 shares; 2025Q1: 702 shares; 2025Q2: 739 shares; 2025Q3: 760 shares; 2025Q4: 797 shares 797$40.2K<0.01%+37Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 665 shares; 2025Q3: 683 shares; 2025Q4: 610 shares 610$40.2K<0.01%-73Timeline
GXDWGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,412 shares; 2025Q4: 1,677 shares 1,677$40.2K<0.01%+265Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 641 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811$40.1K<0.01%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 282 shares; 2025Q2: 215 shares; 2025Q3: 221 shares; 2025Q4: 228 shares 228$40K<0.01%+7Timeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares 1,663$40K<0.01%newTimeline
DVYAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$39.8K<0.01%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 329 shares; 2025Q2: 344 shares; 2025Q3: 291 shares; 2025Q4: 293 shares 293$39.8K<0.01%+2Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 806 shares 806$39.7K<0.01%-572Timeline
DVAXDYNAVAX TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,577 shares 2,577$39.6K<0.01%+376Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares 3,399$39.5K<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 290 shares; 2025Q2: 225 shares; 2025Q3: 229 shares; 2025Q4: 225 shares 225$39.5K<0.01%-4Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349$39.5K<0.01%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 54 shares; 2025Q2: 82 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$39.3K<0.01%0Timeline
TAILCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,409 shares; 2025Q2: 8,409 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares 3,418$39.3K<0.01%0Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 365 shares 365$39.1K<0.01%+29Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 981 shares; 2025Q2: 846 shares; 2025Q3: 737 shares; 2025Q4: 973 shares 973$39.1K<0.01%+236Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,441 shares; 2025Q1: 9,601 shares; 2025Q2: 8,217 shares; 2025Q3: 6,270 shares; 2025Q4: 2,633 shares 2,633$39K<0.01%-3,637Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 218 shares 218$38.8K<0.01%+19Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 370 shares; 2025Q2: 374 shares; 2025Q3: 377 shares; 2025Q4: 381 shares 381$38.8K<0.01%+4Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,029 shares; 2025Q1: 10,713 shares; 2025Q2: 10,713 shares; 2025Q3: 13,213 shares; 2025Q4: 4,000 shares 4,000$38.6K<0.01%-9,213Timeline
WGMICOINSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001$38.3K<0.01%0Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,463 shares; 2025Q1: 2,884 shares; 2025Q2: 2,904 shares; 2025Q3: 546 shares; 2025Q4: 562 shares 562$38K<0.01%+16Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 180 shares; 2025Q4: 261 shares 261$37.9K<0.01%+81Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540$37.5K<0.01%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 237 shares; 2025Q2: 240 shares; 2025Q3: 237 shares; 2025Q4: 240 shares 240$37.5K<0.01%+3Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 2,750 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250$37.3K<0.01%0Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,327 shares; 2025Q2: 1,776 shares; 2025Q3: 2,122 shares; 2025Q4: 2,163 shares 2,163$37.3K<0.01%+41Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 409 shares; 2025Q2: 406 shares; 2025Q3: 452 shares; 2025Q4: 449 shares 449$37.2K<0.01%-3Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 1,375 shares; 2025Q4: 2,628 shares 2,628$37.2K<0.01%+1,253Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 499 shares; 2025Q2: 490 shares; 2025Q3: 495 shares; 2025Q4: 492 shares 492$37.2K<0.01%-3Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,189 shares; 2025Q4: 3,189 shares 3,189$37.1K<0.01%0Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$37.1K<0.01%0Timeline
PIPRPIPER SANDLER COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 77 shares; 2025Q2: 114 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109$37K<0.01%0Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,539 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680$36.9K<0.01%0Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 308 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307$36.7K<0.01%0Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 165 shares; 2025Q2: 167 shares; 2025Q3: 165 shares; 2025Q4: 180 shares 180$36.6K<0.01%+15Timeline
BHEBENCHMARK ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 855 shares 855$36.6K<0.01%+77Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,463 shares; 2025Q1: 1,326 shares; 2025Q2: 1,051 shares; 2025Q3: 257 shares; 2025Q4: 232 shares 232$36.4K<0.01%-25Timeline
SPPPSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares 2,160$36.4K<0.01%newTimeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 948 shares; 2025Q3: 878 shares; 2025Q4: 304 shares 304$36.3K<0.01%-574Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 120 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares 128$36.3K<0.01%+3Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 709 shares; 2025Q2: 347 shares; 2025Q3: 322 shares; 2025Q4: 327 shares 327$36.1K<0.01%+5Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 35 shares; 2025Q2: 41 shares; 2025Q3: 497 shares; 2025Q4: 679 shares 679$36.1K<0.01%+182Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 343 shares; 2025Q2: 363 shares; 2025Q3: 414 shares; 2025Q4: 470 shares 470$36K<0.01%+56Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 612 shares; 2025Q2: 1,034 shares; 2025Q3: 857 shares; 2025Q4: 866 shares 866$35.9K<0.01%+9Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 319 shares; 2025Q3: 486 shares; 2025Q4: 565 shares 565$35.9K<0.01%+79Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 484 shares; 2025Q4: 954 shares 954$35.7K<0.01%+470Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 158 shares 158$35.6K<0.01%+31Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares 601$35.6K<0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,193 shares; 2025Q1: 2,340 shares; 2025Q2: 2,196 shares; 2025Q3: 2,253 shares; 2025Q4: 2,208 shares 2,208$35.5K<0.01%-45Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108$35.5K<0.01%0Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367 shares; 2025Q1: 292 shares; 2025Q2: 325 shares; 2025Q3: 263 shares; 2025Q4: 194 shares 194$35.3K<0.01%-69Timeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,014 shares; 2025Q4: 3,032 shares 3,032$35.3K<0.01%+18Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,034 shares; 2025Q2: 1,045 shares; 2025Q3: 526 shares; 2025Q4: 536 shares 536$35.2K<0.01%+10Timeline
SEPTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$35.2K<0.01%0Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$35.1K<0.01%newTimeline
NOGNORTHERN OIL & GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630$35K<0.01%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 642 shares; 2025Q3: 617 shares; 2025Q4: 425 shares 425$35K<0.01%-192Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 248 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 399 shares 399$34.8K<0.01%+82Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares 714$34.7K<0.01%newTimeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490$34.6K<0.01%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571$34.5K<0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 183 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176$34.4K<0.01%0Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,284 shares; 2025Q1: 2,322 shares; 2025Q2: 2,382 shares; 2025Q3: 4,105 shares; 2025Q4: 4,184 shares 4,184$33.9K<0.01%+79Timeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 10,885 shares; 2025Q4: 7,837 shares 7,837$33.8K<0.01%-3,048Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 241 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240$33.7K<0.01%0Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 760 shares; 2025Q2: 730 shares; 2025Q3: 721 shares; 2025Q4: 720 shares 720$33.7K<0.01%-1Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 200 shares 200$33.6K<0.01%-50Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 218 shares; 2025Q2: 316 shares; 2025Q3: 342 shares; 2025Q4: 341 shares 341$33.6K<0.01%-1Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 1,286 shares 1,286$33.4K<0.01%+506Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 373 shares; 2025Q2: 406 shares; 2025Q3: 370 shares; 2025Q4: 344 shares 344$33.4K<0.01%-26Timeline
OXLCOXFORD LANE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,271 shares 2,271$33.2K<0.01%+158Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 221 shares; 2025Q3: 248 shares; 2025Q4: 276 shares 276$33.2K<0.01%+28Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 177 shares 177$33.1K<0.01%-3Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,238 shares; 2025Q1: 1,376 shares; 2025Q2: 595 shares; 2025Q3: 598 shares; 2025Q4: 601 shares 601$33K<0.01%+3Timeline
WINNHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060$33K<0.01%0Timeline
XRPZFRANKLIN XRP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares 1,650$32.9K<0.01%newTimeline
SGDJSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 365 shares; 2025Q4: 390 shares 390$32.8K<0.01%+25Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,933 shares; 2025Q1: 1,798 shares; 2025Q2: 1,498 shares; 2025Q3: 1,288 shares; 2025Q4: 800 shares 800$32.6K<0.01%-488Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 482 shares; 2025Q4: 529 shares 529$32.5K<0.01%+47Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: 1,491 shares; 2025Q2: 1,554 shares; 2025Q3: 1,489 shares; 2025Q4: 1,864 shares 1,864$32.3K<0.01%+375Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750$32.2K<0.01%newTimeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$32.1K<0.01%0Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares 244$31.9K<0.01%0Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 311 shares; 2025Q2: 275 shares; 2025Q3: 197 shares; 2025Q4: 221 shares 221$31.8K<0.01%+24Timeline
IBUYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425$31.6K<0.01%0Timeline
SELVSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 977 shares 977$31.6K<0.01%-122Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 406 shares 406$31.6K<0.01%+6Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304 shares 304$31.5K<0.01%newTimeline
CPERUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900$31.5K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 140 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224$31.3K<0.01%0Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 3,973 shares; 2025Q2: 3,299 shares; 2025Q3: 1,080 shares; 2025Q4: 1,070 shares 1,070$31.3K<0.01%-10Timeline
SLFSUN LIFE FINANCIAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$31.2K<0.01%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 850 shares; 2025Q1: 991 shares; 2025Q2: 944 shares; 2025Q3: 1,349 shares; 2025Q4: 1,399 shares 1,399$31.2K<0.01%+50Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207$30.8K<0.01%0Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677$30.8K<0.01%0Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,694 shares; 2025Q3: 17,926 shares; 2025Q4: 3,001 shares 3,001$30.8K<0.01%-14,925Timeline
FSMFORTUNA MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,835 shares; 2025Q4: 3,135 shares 3,135$30.8K<0.01%-700Timeline
CSQCALAMOS STRATEGIC TOTAL RETUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600$30.7K<0.01%0Timeline
XSORXSOURCE CAPITALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares 669$30.6K<0.01%newTimeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606$30.5K<0.01%0Timeline
SEIQSEI EXCHANGE TRADED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780$30.4K<0.01%0Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,607 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245$30.3K<0.01%0Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,966 shares; 2025Q1: 2,266 shares; 2025Q2: 3,343 shares; 2025Q3: 3,228 shares; 2025Q4: 3,278 shares 3,278$30.2K<0.01%+50Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393 shares; 2025Q1: 366 shares; 2025Q2: 371 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381$29.5K<0.01%0Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 229 shares; 2025Q2: 230 shares; 2025Q3: 80 shares; 2025Q4: 130 shares 130$29.2K<0.01%+50Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655$28.9K<0.01%0Timeline
RFICOHEN & STEERS TOTAL RETURNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares 2,610$28.8K<0.01%0Timeline
DAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$28.8K<0.01%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 321 shares; 2025Q2: 625 shares; 2025Q3: 314 shares; 2025Q4: 324 shares 324$28.6K<0.01%+10Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 389 shares; 2025Q3: 507 shares; 2025Q4: 602 shares 602$28.4K<0.01%+95Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 245 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 446 shares 446$28.2K<0.01%+9Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 780 shares; 2025Q1: 750 shares; 2025Q2: 270 shares; 2025Q3: 215 shares; 2025Q4: 145 shares 145$28.2K<0.01%-70Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 372 shares; 2025Q2: 559 shares; 2025Q3: 577 shares; 2025Q4: 594 shares 594$28.2K<0.01%+17Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 192 shares; 2025Q4: 172 shares 172$28K<0.01%-20Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 262 shares; 2025Q4: 301 shares 301$27.8K<0.01%+39Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 1,369 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,117 shares 1,117$27.8K<0.01%+67Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,386 shares; 2025Q1: 1,613 shares; 2025Q2: 1,464 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571$27.7K<0.01%0Timeline
FDUSFIDUS INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,229 shares; 2025Q4: 1,430 shares 1,430$27.6K<0.01%+201Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 702 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares 592$27.5K<0.01%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 323 shares; 2025Q4: 256 shares 256$27.3K<0.01%-67Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 2,665 shares; 2025Q2: 1,010 shares; 2025Q3: 1,023 shares; 2025Q4: 1,648 shares 1,648$27.2K<0.01%+625Timeline
BTQBTQ TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,291 shares 5,291$27.1K<0.01%0Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306$27.1K<0.01%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 53 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 55 shares 55$27K<0.01%+6Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 76 shares; 2025Q2: 77 shares; 2025Q3: 85 shares; 2025Q4: 91 shares 91$26.9K<0.01%+6Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 106 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 275 shares 275$26.4K<0.01%+153Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 405 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 553 shares 553$26.3K<0.01%+74Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 72 shares; 2025Q4: 548 shares 548$26.3K<0.01%+476Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$26.2K<0.01%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 122 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares 151$26K<0.01%+1Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711$26K<0.01%0Timeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: not reported; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares 4,652$26K<0.01%0Timeline
FORD MOTOR COMPANYFORD MOTOR COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000$25.9K<0.01%0
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,534 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares 1,370$25.9K<0.01%0Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 623 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611$25.5K<0.01%0Timeline
JUNTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$25.4K<0.01%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 32 shares; 2025Q2: 18 shares; 2025Q3: 31 shares; 2025Q4: 33 shares 33$25.3K<0.01%+2Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 65 shares; 2025Q3: 77 shares; 2025Q4: 85 shares 85$25.1K<0.01%+8Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares 806$25.1K<0.01%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 158 shares; 2025Q4: 314 shares 314$25K<0.01%+156Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 2,380 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,850 shares 1,850$24.5K<0.01%+68Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 164 shares; 2025Q2: 101 shares; 2025Q3: 35 shares; 2025Q4: 114 shares 114$24.4K<0.01%+79Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 220 shares; 2025Q2: 268 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122$24.4K<0.01%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 338 shares 338$24.3K<0.01%+75Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 193 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 217 shares 217$24.3K<0.01%+7Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares 2,724$24.2K<0.01%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 531 shares; 2025Q4: 532 shares 532$24K<0.01%+1Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 825 shares 825$23.9K<0.01%+675Timeline
MSTYTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805$23.8K<0.01%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 806 shares; 2025Q3: 1,134 shares; 2025Q4: 469 shares 469$23.7K<0.01%-665Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 226 shares; 2025Q4: 231 shares 231$23.7K<0.01%+5Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 275 shares; 2025Q2: 262 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299$23.4K<0.01%0Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,575 shares; 2025Q3: 1,075 shares; 2025Q4: 925 shares 925$23.4K<0.01%-150Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 279 shares; 2025Q2: 265 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264$23.4K<0.01%0Timeline
DBNDDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 502 shares 502$23.3K<0.01%+6Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares 1,885$23.2K<0.01%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34$23K<0.01%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165$23K<0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 406 shares; 2025Q2: 475 shares; 2025Q3: 490 shares; 2025Q4: 503 shares 503$22.9K<0.01%+13Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$22.8K<0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 832 shares; 2025Q1: 333 shares; 2025Q2: 336 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333$22.7K<0.01%0Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 220 shares 220$22.6K<0.01%+16Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$22.6K<0.01%0Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 615 shares; 2025Q3: 543 shares; 2025Q4: 578 shares 578$22.3K<0.01%+35Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 1,900 shares; 2025Q2: 1,500 shares; 2025Q3: 1,300 shares; 2025Q4: 900 shares 900$22.3K<0.01%-400Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 181 shares; 2025Q2: 95 shares; 2025Q3: 104 shares; 2025Q4: 55 shares 55$22.1K<0.01%-49Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: 18 shares 18$21.9K<0.01%+4Timeline
EROERO COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 772 shares 772$21.8K<0.01%0Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,724 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares 1,724$21.8K<0.01%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 675 shares 675$21.8K<0.01%+4Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$21.8K<0.01%0Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,457 shares; 2025Q2: 836 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826$21.7K<0.01%0Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 337 shares; 2025Q4: 338 shares 338$21.7K<0.01%+1Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574$21.7K<0.01%0Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 560 shares 560$21.6K<0.01%+118Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 1,028 shares; 2025Q2: 539 shares; 2025Q3: 578 shares; 2025Q4: 621 shares 621$21.5K<0.01%+43Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,007 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares 605$21.5K<0.01%0Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119$21.5K<0.01%0Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 288 shares 288$21.4K<0.01%+1Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$21.4K<0.01%0Timeline
NFGCNEW FOUND GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,150 shares 7,150$21.2K<0.01%+150Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 243 shares; 2025Q4: 256 shares 256$21K<0.01%+13Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 173 shares; 2025Q4: 268 shares 268$21K<0.01%+95Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 698 shares; 2025Q2: 268 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares 1,768$21K<0.01%0Timeline
CNRGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 374 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 232 shares 232$20.8K<0.01%-129Timeline
JANTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$20.6K<0.01%0Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 897 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 932 shares 932$20.6K<0.01%+14Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 730 shares; 2025Q3: 902 shares; 2025Q4: 1,034 shares 1,034$20.5K<0.01%+132Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: 580 shares; 2025Q2: 496 shares; 2025Q3: 1,422 shares; 2025Q4: 1,739 shares 1,739$20.5K<0.01%+317Timeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$20.5K<0.01%0Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: 255 shares 255$20.5K<0.01%+53Timeline
HBTHBT FINL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790$20.4K<0.01%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 79 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317$20.4K<0.01%0Timeline
CGIBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares 804$20.4K<0.01%newTimeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 208 shares 208$20.3K<0.01%+1Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 828 shares; 2025Q1: 835 shares; 2025Q2: 845 shares; 2025Q3: 855 shares; 2025Q4: 868 shares 868$20.3K<0.01%+13Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 352 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares 359$20.3K<0.01%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 595 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573$20.2K<0.01%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 373 shares; 2025Q4: 788 shares 788$20.2K<0.01%+415Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 200 shares 200$20.1K<0.01%+54Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 760 shares; 2025Q2: 769 shares; 2025Q3: 778 shares; 2025Q4: 790 shares 790$20.1K<0.01%+12Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$20.1K<0.01%0Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 419 shares 419$20K<0.01%+182Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197$20K<0.01%0Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,598 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832$20K<0.01%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 5,133 shares; 2025Q4: 286 shares 286$20K<0.01%-4,847Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares 1,176$19.9K<0.01%0Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 827 shares 827$19.9K<0.01%+213Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares 192$19.8K<0.01%newTimeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 23 shares; 2025Q2: 273 shares; 2025Q3: 252 shares; 2025Q4: 311 shares 311$19.8K<0.01%+59Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 779 shares; 2025Q2: 787 shares; 2025Q3: 796 shares; 2025Q4: 808 shares 808$19.6K<0.01%+12Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 241 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 800 shares 800$19.6K<0.01%+352Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 273 shares; 2025Q2: 504 shares; 2025Q3: 264 shares; 2025Q4: 263 shares 263$19.4K<0.01%-1Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 72 shares; 2025Q2: 112 shares; 2025Q3: 144 shares; 2025Q4: 304 shares 304$19.2K<0.01%+160Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 105 shares 105$19.2K<0.01%+85Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 235 shares; 2025Q2: 365 shares; 2025Q3: 418 shares; 2025Q4: 1,573 shares 1,573$19.1K<0.01%+1,155Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 270 shares 270$19.1K<0.01%-70Timeline
YORWYORK WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$19.1K<0.01%0Timeline
HRIHERC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares 128$19K<0.01%newTimeline
JPREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 398 shares; 2025Q4: 406 shares 406$19K<0.01%+8Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares 389$18.9K<0.01%+1Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 273 shares; 2025Q2: 249 shares; 2025Q3: 634 shares; 2025Q4: 634 shares 634$18.9K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 65 shares; 2025Q4: 78 shares 78$18.9K<0.01%+13Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$18.8K<0.01%0Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares 239$18.7K<0.01%0Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 63 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53$18.7K<0.01%0Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864$18.7K<0.01%0Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420$18.6K<0.01%0Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,717 shares; 2025Q1: 4,722 shares; 2025Q2: 794 shares; 2025Q3: 803 shares; 2025Q4: 813 shares 813$18.6K<0.01%+10Timeline
CGHYCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 732 shares 732$18.6K<0.01%+12Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729$18.6K<0.01%0Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,136 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784$18.6K<0.01%0Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350$18.5K<0.01%newTimeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 359 shares 359$18.5K<0.01%+1Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648$18.5K<0.01%0Timeline
BPREBLUEROCK PVT REAL ESTATE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares 1,233$18.5K<0.01%newTimeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 119 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 143 shares 143$18.5K<0.01%+7Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 102 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115$18.4K<0.01%0Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 255 shares; 2025Q2: 262 shares; 2025Q3: 253 shares; 2025Q4: 313 shares 313$18.3K<0.01%+60Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 739 shares; 2025Q2: 756 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765$18.3K<0.01%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 81 shares; 2025Q2: 352 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82$18.3K<0.01%0Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 774 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780$18.3K<0.01%0Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 197 shares; 2025Q4: 255 shares 255$18.3K<0.01%+58Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 5,175 shares; 2025Q4: 2,675 shares 2,675$18.2K<0.01%-2,500Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533$18.2K<0.01%0Timeline
BAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares 363$18.2K<0.01%0Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 877 shares; 2025Q2: 804 shares; 2025Q3: 679 shares; 2025Q4: 394 shares 394$18.2K<0.01%-285Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 173 shares; 2025Q4: 224 shares 224$18.1K<0.01%+51Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$18K<0.01%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 129 shares; 2025Q2: 139 shares; 2025Q3: 103 shares; 2025Q4: 111 shares 111$17.9K<0.01%+8Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26$17.9K<0.01%0Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 109 shares; 2025Q4: 164 shares 164$17.8K<0.01%+55Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279$17.8K<0.01%0Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: 160 shares; 2025Q4: 198 shares 198$17.8K<0.01%+38Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 429 shares; 2025Q2: 262 shares; 2025Q3: 196 shares; 2025Q4: 114 shares 114$17.6K<0.01%-82Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 31 shares 31$17.6K<0.01%-54Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 862 shares; 2025Q2: 848 shares; 2025Q3: 905 shares; 2025Q4: 726 shares 726$17.6K<0.01%-179Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 354 shares 354$17.6K<0.01%+4Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,139 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares 1,096$17.4K<0.01%0Timeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 335 shares 335$17.4K<0.01%+4Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 261 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares 274$17.4K<0.01%0Timeline
IWMINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 138 shares; 2025Q3: 143 shares; 2025Q4: 353 shares 353$17.2K<0.01%+210Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 980 shares; 2025Q2: 1,098 shares; 2025Q3: 832 shares; 2025Q4: 832 shares 832$17.2K<0.01%0Timeline
ATFVTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares 490$17.1K<0.01%newTimeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$17K<0.01%0Timeline
SNWVSANUWAVE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares 567$16.9K<0.01%0Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$16.8K<0.01%0Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537$16.7K<0.01%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 125 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 122 shares 122$16.6K<0.01%-8Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31$16.5K<0.01%0Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,746 shares; 2025Q1: 6,089 shares; 2025Q2: 7,202 shares; 2025Q3: 7,202 shares; 2025Q4: 6,202 shares 6,202$16.5K<0.01%-1,000Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212$16.4K<0.01%0Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 359 shares; 2025Q2: 360 shares; 2025Q3: 362 shares; 2025Q4: 342 shares 342$16.3K<0.01%-20Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 710 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 725 shares 725$16.2K<0.01%+39Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 4,417 shares; 2025Q4: 417 shares 417$16.1K<0.01%-4,000Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 182 shares; 2025Q2: 191 shares; 2025Q3: 199 shares; 2025Q4: 198 shares 198$16K<0.01%-1Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$15.9K<0.01%0Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 534 shares; 2025Q3: 535 shares; 2025Q4: 538 shares 538$15.8K<0.01%+3Timeline
NSPRINSPIREMD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 8,783 shares; 2025Q3: 8,783 shares; 2025Q4: 8,783 shares 8,783$15.6K<0.01%0Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 143 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76$15.6K<0.01%0Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 877 shares; 2025Q1: 239 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 659 shares 659$15.6K<0.01%+1Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 488 shares 488$15.6K<0.01%+438Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 163 shares; 2025Q4: 160 shares 160$15.5K<0.01%-3Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares 108$15.3K<0.01%+1Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 176 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 177 shares 177$15.3K<0.01%+81Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 309 shares; 2025Q2: 311 shares; 2025Q3: 313 shares; 2025Q4: 316 shares 316$15.2K<0.01%+3Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 677 shares; 2025Q2: 679 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207$15.2K<0.01%0Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224$15.2K<0.01%0Timeline
VFMVVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 232 shares; 2025Q3: 209 shares; 2025Q4: 116 shares 116$15.1K<0.01%-93Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 298 shares 298$15K<0.01%+210Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 358 shares; 2025Q1: 361 shares; 2025Q2: 2,183 shares; 2025Q3: 794 shares; 2025Q4: 384 shares 384$15K<0.01%-410Timeline
TNCTENNANT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203$15K<0.01%0Timeline
BDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: 667 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$14.9K<0.01%0Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 38 shares 38$14.9K<0.01%+3Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 191 shares; 2025Q3: 300 shares; 2025Q4: 375 shares 375$14.9K<0.01%+75Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares 316$14.9K<0.01%newTimeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,707 shares; 2025Q1: 3,777 shares; 2025Q2: 2,964 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares 3,191$14.8K<0.01%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,030 shares 1,030$14.8K<0.01%-200Timeline
FUNCFIRST UTD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 395 shares 395$14.8K<0.01%+170Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 350 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 356 shares 356$14.7K<0.01%-1Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498 shares; 2025Q1: 343 shares; 2025Q2: 490 shares; 2025Q3: 501 shares; 2025Q4: 332 shares 332$14.7K<0.01%-169Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 226 shares 226$14.7K<0.01%+51Timeline
RYTMRHYTHM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 137 shares 137$14.7K<0.01%+32Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330$14.6K<0.01%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares 18$14.6K<0.01%-1Timeline
IMVTIMMUNOVANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 572 shares 572$14.5K<0.01%+135Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286$14.4K<0.01%0Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 356 shares; 2025Q1: 364 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 364 shares 364$14.4K<0.01%-1Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 25 shares 25$14.3K<0.01%+1Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 24 shares; 2025Q4: 23 shares 23$14.3K<0.01%-1Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284$14.3K<0.01%0Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616$14.3K<0.01%0Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 957 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604$14.3K<0.01%0Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 92 shares; 2025Q4: 197 shares 197$14.2K<0.01%+105Timeline
FFAFIRST TR ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 611 shares; 2025Q2: 621 shares; 2025Q3: 633 shares; 2025Q4: 644 shares 644$14.2K<0.01%+11Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 73 shares; 2025Q2: 70 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69$14K<0.01%0Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285$14K<0.01%0Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,199 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares 1,466$13.9K<0.01%0Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 561 shares 561$13.9K<0.01%+49Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 39 shares; 2025Q3: 63 shares; 2025Q4: 64 shares 64$13.9K<0.01%+1Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,053 shares; 2025Q4: 1,062 shares 1,062$13.9K<0.01%+9Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 288 shares; 2025Q2: 232 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231$13.9K<0.01%0Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares 174$13.9K<0.01%newTimeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$13.8K<0.01%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167$13.8K<0.01%0Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 96 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 127 shares 127$13.8K<0.01%+38Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 621 shares; 2025Q4: 477 shares 477$13.6K<0.01%-144Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$13.6K<0.01%0Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144$13.5K<0.01%0Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares 385$13.5K<0.01%newTimeline
EEMXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 307 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316$13.5K<0.01%0Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares 2,124$13.3K<0.01%0Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36$13.3K<0.01%0Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$13.3K<0.01%0Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 340 shares 340$13.3K<0.01%+81Timeline
UROYURANIUM RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750$13.3K<0.01%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 83 shares 83$13.2K<0.01%+22Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300$13.2K<0.01%newTimeline
GTOPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares 331$13.1K<0.01%newTimeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 735 shares; 2025Q4: 743 shares 743$13K<0.01%+8Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 145 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 130 shares 130$13K<0.01%-25Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 271 shares; 2025Q4: 271 shares 271$13K<0.01%0Timeline
XAIXDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 302 shares 302$12.9K<0.01%+1Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares 240$12.9K<0.01%newTimeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 47 shares; 2025Q2: 181 shares; 2025Q3: 47 shares; 2025Q4: 279 shares 279$12.9K<0.01%+232Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,121 shares; 2025Q4: 2,215 shares 2,215$12.9K<0.01%+1,094Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$12.9K<0.01%0Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335$12.8K<0.01%0Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,027 shares; 2025Q1: 1,022 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,198 shares 1,198$12.8K<0.01%+179Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155$12.8K<0.01%0Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200$12.7K<0.01%newTimeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 872 shares; 2025Q4: 872 shares 872$12.6K<0.01%0Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 807 shares 807$12.6K<0.01%+803Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 104 shares 104$12.5K<0.01%-8Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,994 shares 1,994$12.5K<0.01%+615Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199$12.4K<0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 121 shares 121$12.4K<0.01%+100Timeline
KBAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400$12.4K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 605 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 607 shares 607$12.3K<0.01%-18Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$12.2K<0.01%0Timeline
PEXLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$12.2K<0.01%0Timeline
FXHFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 107 shares 107$12.2K<0.01%-26Timeline
ERIIENERGY RECOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 697 shares; 2025Q3: 834 shares; 2025Q4: 900 shares 900$12.1K<0.01%+66Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240$12.1K<0.01%0Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350$12K<0.01%newTimeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 371 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182$11.9K<0.01%0Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200$11.9K<0.01%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,422 shares; 2025Q1: 1,436 shares; 2025Q2: 1,264 shares; 2025Q3: 434 shares; 2025Q4: 438 shares 438$11.8K<0.01%+4Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 70 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 59 shares 59$11.8K<0.01%+4Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 219 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199$11.8K<0.01%0Timeline
IGIWESTERN ASSET INVT GRADE OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708$11.7K<0.01%0Timeline
DMXDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 227 shares; 2025Q4: 230 shares 230$11.6K<0.01%+3Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 46 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73$11.6K<0.01%0Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391$11.6K<0.01%0Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 37 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156$11.5K<0.01%0Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 3,029 shares; 2025Q3: 3,083 shares; 2025Q4: 1,017 shares 1,017$11.5K<0.01%-2,066Timeline
PSCUINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$11.5K<0.01%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 2,550 shares 2,550$11.5K<0.01%+2,000Timeline
PSCFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$11.5K<0.01%0Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 100 shares 100$11.5K<0.01%-225Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$11.4K<0.01%0Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 903 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129$11.4K<0.01%0Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 586 shares; 2025Q2: 594 shares; 2025Q3: 602 shares; 2025Q4: 610 shares 610$11.4K<0.01%+8Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 222 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 227 shares 227$11.4K<0.01%+1Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares 274$11.3K<0.01%0Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325$11.3K<0.01%0Timeline
IQDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267$11.1K<0.01%0Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147$11.1K<0.01%0Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 139 shares 139$11K<0.01%+12Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$10.9K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
XLFSELECT SECTOR SPDR TR SHSput3,000$164K-4,500
METAMETA PLATFORMS INC COMcall200$132K-200
ASMLASML HLDG NV STOKcall100$107K0
AMDADVANCED MICRO DEVICES INC COMcall400$85.7K0
SFMSPROUTS FMRS MKT INC Stockcall900$71.7K0
UNHUNITEDHEALTH GROUP INC COMcall200$66K0
NVDANVIDIA CORPORATION COMcall300$56K-200
LULULULULEMON ATHLETICA INC COMcall200$41.6K0
PLTRPALANTIR TECHNOLOGIES INC COMcall200$35.5K0
CLSCELESTICA INC Stockcall100$29.6K-100
SNOWSNOWFLAKE INC Stockcall100$21.9K0
MMM3M CO Stockcall100$16K-100
INTCINTEL CORP COMcall300$11.1K-500
CLXCLOROX CO DEL COMcall100$10.1Knew
SBUXSTARBUCKS CORP COMcall100$8.42K0
TTDTHE TRADE DESK INC STOKcall200$7.59K-400
AMBAAMBARELLA INC SHScall100$7.08K-100

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 151. All 151

SecurityShares beforeValue beforeType
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…31,216$783Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR6,225$372Kshares
UNILEVER PLCUNILEVER PLC4,606$273Kshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB7,021$145Kshares
AXGNAXOGEN INC4,800$85.6Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…4,898$68.4Kshares
EQWLINVESCO EXCHANGE TRADED FD T535$61.4Kshares
HAPVANECK ETF TRUST1,003$57.3Kshares
ALEALLETE INC805$53.5Kshares
SCUSSCHWAB STRATEGIC TR2,000$50.5Kshares
TDSCEXCHANGE LISTED FDS TR1,983$50Kshares
OUNZVANECK MERK GOLD ETF1,261$46.9Kshares
CVRTCALAMOS ETF TR1,270$46.1Kshares
TDSBEXCHANGE LISTED FDS TR1,903$44.4Kshares
CECELANESE CORP DEL1,000$42.1Kcall
PANWPALO ALTO NETWORKS INC200$40.7Kcall
CEGCONSTELLATION ENERGY CORP100$32.9Kcall
ORCLORACLE CORP100$28.1Kcall
AMCOR PLCAMCOR PLC3,095$25.3Kshares
LOWLOWES COS INC100$25.1Kcall
GOOGALPHABET INC100$24.4Kcall
FAXABRDN ASIA PACIFIC INCOME FU1,314$21.4Kshares
RNGRRANGER ENERGY SVCS INC1,305$18.3Kshares
CVXCHEVRON CORPORATION100$15.5Kcall
ISHARES TRISHARES TR650$15.2Kshares
SUISUN CMNTYS INC117$15.1Kshares
PDPINVESCO EXCHANGE TRADED FD T125$14.8Kshares
INVESCOINVESCO589$14.4Kshares
ZROZPIMCO ETF TR200$13.6Kshares
CVGWCALAVO GROWERS INC476$12.3Kshares
SGMLSIGMA LITHIUM CORPORATION1,738$11.1Kshares
QSRRESTAURANT BRANDS INTL INC169$10.8Kshares
PSCCINVESCO EXCH TRADED FD TR II300$9.89Kshares
OKTAOKTA INC103$9.45Kshares
MATXMATSON INC95$9.37Kshares
OKTAOKTA INC100$9.17Kcall
OUSMALPS ETF TR200$8.96Kshares
CALFPACER FDS TR200$8.76Kshares
SLNOSOLENO THERAPEUTICS INC123$8.31Kshares
T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E…1,750$8.14Kshares
ALBALBEMARLE CORP100$8.11Kcall
BOUTINNOVATOR ETFS TRUST200$7.79Kshares
RELYREMITLY GLOBAL INC465$7.58Kshares
AGLAGILON HEALTH INC COM (DE)7,245$7.46Kshares
RUMRUM GROUP INC1,000$7.24Kshares
FXLFIRST TR EXCHANGE-TRADED FD43$7.22Kshares
CWSTCASELLA WASTE SYS INC71$6.74Kshares
URNJSPROTT FDS TR225$6.56Kshares
CSWCCAPITAL SOUTHWEST CORP300$6.56Kshares
Sandstorm Gold LtdSandstorm Gold Ltd500$6.26Kshares
TILRAY INCTILRAY INC3,581$6.2Kshares
CAVACAVA GROUP INC100$6.04Kcall
CLSMEXCHANGE LISTED FDS TR223$5.14Kshares
ZIONZIONS BANCORPORATION NATL AS90$5.09Kshares
DSLDOUBLELINE INCOME SOLUTIONS400$4.91Kshares
ASHASHLAND INC100$4.79Kshares
AMSFAMERISAFE INC100$4.38Kshares
SFIXSTITCH FIX INC1,000$4.35Kshares
AKROAKERO THERAPEUTICS INC91$4.32Kshares
EWGISHARES INC100$4.16Kshares
APLDAPPLIED DIGITAL CORP140$3.21Kshares
AROCARCHROCK INC115$3.03Kshares
RNGRINGCENTRAL INC101$2.86Kshares
NIOCORP DEVS LTD FNIOCORP DEVS LTD F426$2.85Kshares
AJANINNOVATOR ETFS TRUST100$2.75Kshares
WGOWINNEBAGO INDS INC77$2.59Kshares
ESLTELBIT SYS LTD5$2.55Kshares
PHRPHREESIA INC100$2.35Kshares
MRNAMODERNA INC91$2.35Kshares
ZZILLOW GROUP INC30$2.31Kshares
FEXFIRST TR EXCHANGE-TRADED ALP19$2.23Kshares
VGZVISTA GOLD CORP1,000$2.13Kshares
KEXKIRBY CORP25$2.09Kshares
HAUZDBX ETF TR85$2Kshares
MMYTMAKEMYTRIP LIMITED MAURITIUS21$1.97Kshares
QBTSD-WAVE QUANTUM INC70$1.73Kshares
KWKENNEDY-WILSON HOLDINGS INC203$1.69Kshares
FXRFIRST TR EXCHANGE-TRADED FD21$1.65Kshares
FTSMFIRST TR EXCHANGE-TRADED FD27$1.62Kshares
KRESPDR SERIES TRUST25$1.58Kshares
CLSKCLEANSPARK INC100$1.45Kshares
JDJD.COM INC39$1.36Kshares
FRIFIRST TR EXCHANGE-TRADED FD47$1.32Kshares
HYMCHYCROFT MINING HOLDING CORP200$1.24Kshares
ASPIASP ISOTOPES INC120$1.15Kshares
USFDUS FOODS HLDG CORP15$1.15Kshares
CBSHCOMMERCE BANCSHARES INC18$1.08Kshares
QCLNFIRST TR EXCHANGE-TRADED FD25$1.05Kshares
FXDFIRST TR EXCHANGE-TRADED FD15$1.03Kshares
FFIVF5 INC3$970shares
SSENTINELONE INC53$933shares
SMBSSCHWAB STRATEGIC TR35$900shares
NEUEHEALTH INCNEUEHEALTH INC115$767shares
MWAMUELLER WTR PRODS INC30$766shares
ZLABZAI LAB LTD21$712shares
NNENANO NUCLEAR ENERGY INC18$694shares
REGREGENCY CTRS CORP9$656shares
SVMSILVERCORP METALS INC100$632shares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD27$623shares
SRGSERITAGE GROWTH PPTYS146$621shares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001409362-26-000001 base2026-01-20acceptance time not in the bulk data set