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AdvisorNet Financial, Inc

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13F filer, CIK 1409362, MINNETONKA, MN

AdvisorNet Financial, Inc reported $1,931,806,606 across 2,262 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-17. Its ten largest share positions make up 20.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001409362-26-000002

Period
2026-03-31
Reported value
$1.93B
Holdings
2,262
Top 10 weight
20.94%
New
165
Sold out
139

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CGCBadded+615,045$16.2M
CGCVadded+304,694$9.08M
JBNDadded+126,283$6.79M
CGBLadded+194,934$6.71M
DFAUadded+138,490$6.25M

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
BNDreduced-113,384-$8.35M
XOMreduced-34,878-$5.92M
JEPQreduced-39,975-$2.22M
AZNexited-23,167-$2.13M
LMTreduced-3,378-$2.04M

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, Q1 2026

Share positions as resolved from 13F-HR 0001409362-26-000002, largest first. % of portfolio is the value over $1,931,438,576, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 26 shares; 2025Q2: 29 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 57 shares 57$11.3K<0.01%+2Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402 shares 402$11.2K<0.01%newTimeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 139 shares; 2026Q1: 131 shares 131$11.2K<0.01%-8Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 40 shares; 2025Q2: 39 shares; 2025Q3: 36 shares; 2025Q4: 41 shares; 2026Q1: 52 shares 52$11.2K<0.01%+11Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 735 shares; 2025Q4: 743 shares; 2026Q1: 750 shares 750$11.2K<0.01%+7Timeline
ABATAMERICAN BATTERY TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 4,000 shares 4,000$11.2K<0.01%+3,913Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 258 shares 258$11.1K<0.01%-16Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 586 shares; 2025Q2: 594 shares; 2025Q3: 602 shares; 2025Q4: 610 shares; 2026Q1: 619 shares 619$11.1K<0.01%+9Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 198 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 307 shares 307$11.1K<0.01%+151Timeline
XCHYXCALAMOS CONV & HIGH INCOME FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 3,029 shares; 2025Q3: 3,083 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares 1,017$11.1K<0.01%0Timeline
QEMMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159$11K<0.01%0Timeline
WDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 142 shares; 2026Q1: 143 shares 143$11K<0.01%+1Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 47 shares; 2025Q2: 181 shares; 2025Q3: 47 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279$10.9K<0.01%0Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 635 shares; 2025Q1: 647 shares; 2025Q2: 662 shares; 2025Q3: 597 shares; 2025Q4: 623 shares; 2026Q1: 620 shares 620$10.9K<0.01%-3Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 730 shares; 2025Q3: 902 shares; 2025Q4: 1,034 shares; 2026Q1: 519 shares 519$10.8K<0.01%-515Timeline
DMLPDORCHESTER MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$10.8K<0.01%0Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares 479$10.7K<0.01%0Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 46 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73$10.6K<0.01%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$10.6K<0.01%newTimeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170$10.6K<0.01%0Timeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000$10.5K<0.01%newTimeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 443 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198$10.4K<0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136 shares; 2025Q1: 145 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 130 shares; 2026Q1: 117 shares 117$10.4K<0.01%-13Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580$10.3K<0.01%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 182 shares; 2025Q2: 191 shares; 2025Q3: 199 shares; 2025Q4: 198 shares; 2026Q1: 182 shares 182$10.3K<0.01%-16Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 46 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45$10.3K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 33 shares; 2025Q2: 42 shares; 2025Q3: 29 shares; 2025Q4: 31 shares; 2026Q1: 28 shares 28$10.2K<0.01%-3Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170$10.1K<0.01%newTimeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 206 shares; 2026Q1: 310 shares 310$10.1K<0.01%+104Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 253 shares 253$10K<0.01%-15Timeline
NFLTETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441$10K<0.01%0Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 148 shares; 2025Q3: 117 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67$9.99K<0.01%0Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 226 shares; 2026Q1: 183 shares 183$9.86K<0.01%-43Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 144 shares; 2026Q1: 251 shares 251$9.83K<0.01%+107Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 219 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 203 shares 203$9.82K<0.01%+4Timeline
HUNHUNTSMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares 738$9.82K<0.01%newTimeline
SNWVSANUWAVE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567$9.8K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 47 shares; 2026Q1: 48 shares 48$9.79K<0.01%+1Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286 shares; 2025Q1: 418 shares; 2025Q2: 672 shares; 2025Q3: 722 shares; 2025Q4: 2,722 shares; 2026Q1: 161 shares 161$9.69K<0.01%-2,561Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 36 shares 36$9.58K<0.01%+1Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 134 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96$9.57K<0.01%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 130 shares 130$9.57K<0.01%+17Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 384 shares; 2025Q3: 199 shares; 2025Q4: 221 shares; 2026Q1: 272 shares 272$9.55K<0.01%+51Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$9.49K<0.01%0Timeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 615 shares; 2025Q1: 636 shares; 2025Q2: 663 shares; 2025Q3: 690 shares; 2025Q4: 718 shares; 2026Q1: 744 shares 744$9.49K<0.01%+26Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 70 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 59 shares; 2026Q1: 55 shares 55$9.49K<0.01%-4Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 237 shares; 2026Q1: 256 shares 256$9.44K<0.01%+19Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 106 shares 106$9.43K<0.01%0Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209$9.42K<0.01%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 137 shares; 2026Q1: 201 shares 201$9.32K<0.01%+64Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147$9.31K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 1,544 shares 1,544$9.31K<0.01%-97Timeline
CSBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 146 shares; 2025Q3: 148 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$9.29K<0.01%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 537 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$9.29K<0.01%0Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,053 shares; 2025Q4: 1,062 shares; 2026Q1: 738 shares 738$9.24K<0.01%-324Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 290 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274$9.23K<0.01%0Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 473 shares; 2026Q1: 508 shares 508$9.2K<0.01%+35Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202$9.16K<0.01%0Timeline
GUTGABELLI UTIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,440 shares; 2025Q4: 1,476 shares; 2026Q1: 1,513 shares 1,513$9.15K<0.01%+37Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 228 shares; 2025Q4: 229 shares; 2026Q1: 231 shares 231$9.12K<0.01%+2Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 245 shares 245$9.12K<0.01%-140Timeline
ERIIENERGY RECOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 697 shares; 2025Q3: 834 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$9.06K<0.01%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 83 shares; 2026Q1: 62 shares 62$9.06K<0.01%-21Timeline
HBRCANARY CAPITAL GROUP LLXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: 760 shares 760$9.05K<0.01%+125Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 431 shares; 2025Q2: 318 shares; 2025Q3: 317 shares; 2025Q4: 316 shares; 2026Q1: 323 shares 323$9.02K<0.01%+7Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$8.97K<0.01%0Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$8.96K<0.01%0Timeline
DJDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 150 shares 150$8.96K<0.01%-50Timeline
BETZLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$8.93K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 129 shares; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 111 shares 111$8.92K<0.01%+95Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 178 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 166 shares; 2026Q1: 155 shares 155$8.85K<0.01%-11Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 222 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 227 shares; 2026Q1: 224 shares 224$8.73K<0.01%-3Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 165 shares 165$8.71K<0.01%+22Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151$8.7K<0.01%0Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,368 shares; 2025Q1: 157 shares; 2025Q2: 264 shares; 2025Q3: 267 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270$8.64K<0.01%0Timeline
FLHYFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 22 shares; 2026Q1: 355 shares 355$8.57K<0.01%+333Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 1,003 shares; 2025Q2: 1,140 shares; 2025Q3: 431 shares; 2025Q4: 242 shares; 2026Q1: 313 shares 313$8.55K<0.01%+71Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$8.55K<0.01%0Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618$8.52K<0.01%0Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 96 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 127 shares; 2026Q1: 90 shares 90$8.52K<0.01%-37Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 75 shares; 2025Q2: 103 shares; 2025Q3: 142 shares; 2025Q4: 139 shares; 2026Q1: 141 shares 141$8.46K<0.01%+2Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 488 shares; 2025Q2: 476 shares; 2025Q3: 483 shares; 2025Q4: 489 shares; 2026Q1: 496 shares 496$8.42K<0.01%+7Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares; 2026Q1: 323 shares 323$8.41K<0.01%0Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170$8.33K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 391 shares 391$8.27K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 280 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455$8.27K<0.01%0Timeline
IAINNOVATIVE SOLUTIONS & SUPPOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400$8.21K<0.01%0Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 699 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 653 shares; 2025Q4: 427 shares; 2026Q1: 435 shares 435$8.21K<0.01%+8Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 89 shares; 2025Q4: 1,079 shares; 2026Q1: 79 shares 79$8.2K<0.01%-1,000Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 114 shares 114$8.19K<0.01%+104Timeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201$8.18K<0.01%0Timeline
OROR ROYALTIES INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 215 shares 215$8.17K<0.01%-35Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157$8.16K<0.01%0Timeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 110 shares; 2026Q1: 148 shares 148$8.13K<0.01%+38Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 247 shares 247$8.12K<0.01%+47Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177$8.12K<0.01%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$8.12K<0.01%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 140 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 112 shares 112$8.01K<0.01%+24Timeline
FTFFRANKLIN LTD DURATION INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares 1,372$8K<0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 104 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 44 shares; 2026Q1: 185 shares 185$7.97K<0.01%+141Timeline
BJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160$7.95K<0.01%0Timeline
IQDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 198 shares 198$7.95K<0.01%-69Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45$7.92K<0.01%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 435 shares; 2026Q1: 500 shares 500$7.92K<0.01%+65Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194$7.84K<0.01%0Timeline
UTLUNITIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150$7.84K<0.01%0Timeline
CLBCORE LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 466 shares 466$7.82K<0.01%0Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares 890$7.8K<0.01%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 21 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 33 shares; 2026Q1: 36 shares 36$7.8K<0.01%+3Timeline
UPBDUPBOUND GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432$7.8K<0.01%0Timeline
COPJSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$7.79K<0.01%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 77 shares; 2025Q2: 15 shares; 2025Q3: 59 shares; 2025Q4: 133 shares; 2026Q1: 245 shares 245$7.76K<0.01%+112Timeline
LDSFFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410$7.76K<0.01%0Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213$7.71K<0.01%0Timeline
EZETFRANKLIN ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 484 shares 484$7.7K<0.01%+283Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 269 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360$7.67K<0.01%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$7.57K<0.01%0Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 850 shares 850$7.51K<0.01%0Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$7.49K<0.01%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 136 shares; 2025Q2: 46 shares; 2025Q3: 20 shares; 2025Q4: 64 shares; 2026Q1: 90 shares 90$7.47K<0.01%+26Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177$7.47K<0.01%0Timeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$7.45K<0.01%0Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 86 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 175 shares 175$7.43K<0.01%+105Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 237 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$7.41K<0.01%0Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 344 shares; 2026Q1: 277 shares 277$7.4K<0.01%-67Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 230 shares; 2025Q2: 77 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 90 shares 90$7.36K<0.01%+2Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 5,334 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares; 2025Q4: 300 shares; 2026Q1: 340 shares 340$7.35K<0.01%+40Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$7.32K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 476 shares; 2025Q2: 446 shares; 2025Q3: 434 shares; 2025Q4: 480 shares; 2026Q1: 432 shares 432$7.26K<0.01%-48Timeline
OBIOORCHESTRA BIOMED HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,696 shares 1,696$7.21K<0.01%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 86 shares; 2025Q2: 64 shares; 2025Q3: 54 shares; 2025Q4: 63 shares; 2026Q1: 61 shares 61$7.2K<0.01%-2Timeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$7.17K<0.01%0Timeline
ARTNAARTESIAN RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225$7.17K<0.01%0Timeline
UXOCFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares 201$7.16K<0.01%0Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122$7.12K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 217 shares; 2025Q2: 10 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 224 shares 224$7.11K<0.01%+217Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104$7.09K<0.01%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 270 shares; 2025Q2: 104 shares; 2025Q3: 10 shares; 2025Q4: 22 shares; 2026Q1: 152 shares 152$7.06K<0.01%+130Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 10 shares; 2025Q2: 19 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 408 shares 408$7.03K<0.01%newTimeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares 434$6.97K<0.01%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 40 shares; 2025Q2: 15 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 42 shares 42$6.89K<0.01%-6Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 24 shares; 2025Q2: 32 shares; 2025Q3: 62 shares; 2025Q4: 56 shares; 2026Q1: 58 shares 58$6.89K<0.01%+2Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 54 shares 54$6.88K<0.01%-900Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares 1,368$6.88K<0.01%0Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106$6.85K<0.01%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 7 shares; 2025Q4: 40 shares; 2026Q1: 62 shares 62$6.79K<0.01%+22Timeline
PCMPCM FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,686 shares; 2025Q4: 1,701 shares; 2026Q1: 1,188 shares 1,188$6.78K<0.01%-513Timeline
EXKENDEAVOUR SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 725 shares 725$6.75K<0.01%+675Timeline
MQYBLACKROCK MUNIYILD QULT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612$6.72K<0.01%newTimeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257$6.7K<0.01%0Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228 shares; 2026Q1: 353 shares 353$6.69K<0.01%+125Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43$6.67K<0.01%newTimeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 118 shares 118$6.65K<0.01%-52Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 835 shares; 2025Q3: 872 shares; 2025Q4: 911 shares; 2026Q1: 955 shares 955$6.64K<0.01%+44Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 151 shares 151$6.62K<0.01%-149Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 464 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440$6.61K<0.01%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 177 shares 177$6.59K<0.01%+2Timeline
WUGIINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.55K<0.01%0Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64$6.54K<0.01%newTimeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159$6.45K<0.01%newTimeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20$6.44K<0.01%newTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 34 shares; 2025Q2: 12 shares; 2025Q3: 16 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$6.39K<0.01%0Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174$6.37K<0.01%0Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 144 shares 144$6.34K<0.01%+1Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 53 shares 53$6.25K<0.01%-2Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110$6.23K<0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: 76 shares; 2025Q2: 77 shares; 2025Q3: 85 shares; 2025Q4: 91 shares; 2026Q1: 26 shares 26$6.22K<0.01%-65Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares 480$6.22K<0.01%newTimeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,494 shares; 2025Q2: 154 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157$6.22K<0.01%0Timeline
BCSFBAIN CAP SPECIALTY FIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$6.2K<0.01%0Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares 145$6.16K<0.01%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 181 shares; 2025Q2: 95 shares; 2025Q3: 104 shares; 2025Q4: 55 shares; 2026Q1: 25 shares 25$6.1K<0.01%-30Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.09K<0.01%0Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32$6.05K<0.01%0Timeline
BITFBITFARMS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100$6.04K<0.01%0Timeline
FLEEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166$6.04K<0.01%newTimeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 275 shares; 2025Q2: 341 shares; 2025Q3: 379 shares; 2025Q4: 304 shares; 2026Q1: 239 shares 239$6.03K<0.01%-65Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 46 shares 46$6.02K<0.01%-119Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 38 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 27 shares; 2026Q1: 20 shares 20$6.02K<0.01%-7Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 322 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328$6K<0.01%0Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares 116$5.94K<0.01%0Timeline
MMTABERDEEN MULTI-MARKET INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282$5.92K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232$5.91K<0.01%0Timeline
ESUMSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224$5.86K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 13 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 30 shares 30$5.86K<0.01%+27Timeline
DEAEASTERLY GOVT PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 262 shares; 2025Q4: 268 shares; 2026Q1: 273 shares 273$5.86K<0.01%+5Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 27 shares; 2025Q2: 28 shares; 2025Q3: 84 shares; 2025Q4: 34 shares; 2026Q1: 37 shares 37$5.85K<0.01%+3Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 63 shares; 2025Q2: 11 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 22 shares 22$5.84K<0.01%+1Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389$5.84K<0.01%0Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares; 2026Q1: 2,413 shares 2,413$5.77K<0.01%0Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80$5.75K<0.01%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 58 shares 58$5.69K<0.01%-148Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160$5.68K<0.01%newTimeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 1,391 shares; 2025Q2: 1,392 shares; 2025Q3: 1,393 shares; 2025Q4: 794 shares; 2026Q1: 512 shares 512$5.66K<0.01%-282Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: 224 shares; 2025Q4: 230 shares; 2026Q1: 232 shares 232$5.58K<0.01%+2Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 698 shares; 2025Q2: 268 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 268 shares 268$5.56K<0.01%-1,500Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618$5.55K<0.01%0Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 287 shares; 2025Q4: 292 shares; 2026Q1: 295 shares 295$5.55K<0.01%+3Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 35 shares; 2025Q2: 36 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 22 shares 22$5.51K<0.01%-8Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$5.51K<0.01%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,007 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 147 shares 147$5.5K<0.01%-458Timeline
ERTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$5.45K<0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 63 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 54 shares; 2026Q1: 84 shares 84$5.43K<0.01%+30Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38$5.42K<0.01%0Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 108 shares; 2025Q4: 110 shares; 2026Q1: 112 shares 112$5.42K<0.01%+2Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$5.42K<0.01%0Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$5.4K<0.01%0Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 188 shares; 2025Q2: 112 shares; 2025Q3: 113 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$5.37K<0.01%0Timeline
IMOSCHIPMOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150$5.37K<0.01%newTimeline
IPXIPERIONX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206 shares 206$5.36K<0.01%newTimeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 877 shares; 2025Q1: 239 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 659 shares; 2026Q1: 237 shares 237$5.36K<0.01%-422Timeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 328 shares 328$5.35K<0.01%+327Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,102 shares; 2025Q1: 50 shares; 2025Q2: 53 shares; 2025Q3: 51 shares; 2025Q4: 57 shares; 2026Q1: 42 shares 42$5.34K<0.01%-15Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 76 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78$5.31K<0.01%0Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 160 shares 160$5.29K<0.01%+1Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 22 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 196 shares 196$5.19K<0.01%+169Timeline
HUSVFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$5.14K<0.01%0Timeline
GAACAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 159 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153$5.12K<0.01%0Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 13 shares; 2025Q2: 25 shares; 2025Q3: 23 shares; 2025Q4: 19 shares; 2026Q1: 190 shares 190$5.09K<0.01%+171Timeline
CRONCRONOS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$5.02K<0.01%0Timeline
APOGAPOGEE ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149$5K<0.01%0Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60$5K<0.01%newTimeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 142 shares; 2025Q2: 367 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: 98 shares 98$4.98K<0.01%newTimeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares 380$4.97K<0.01%newTimeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 62 shares 62$4.95K<0.01%+4Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$4.92K<0.01%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 35 shares 35$4.91K<0.01%+26Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 270 shares; 2025Q4: 277 shares; 2026Q1: 279 shares 279$4.9K<0.01%+2Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$4.9K<0.01%0Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$4.86K<0.01%0Timeline
ACLXARCELLX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42$4.82K<0.01%newTimeline
BAKBRASKEM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,313 shares 1,313$4.81K<0.01%newTimeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575 shares; 2025Q1: 1,900 shares; 2025Q2: 1,500 shares; 2025Q3: 1,300 shares; 2025Q4: 900 shares; 2026Q1: 250 shares 250$4.79K<0.01%-650Timeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares 81$4.77K<0.01%0Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 30 shares; 2025Q4: 47 shares; 2026Q1: 49 shares 49$4.77K<0.01%+2Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 36 shares; 2025Q4: 30 shares; 2026Q1: 58 shares 58$4.76K<0.01%+28Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$4.76K<0.01%0Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260$4.73K<0.01%newTimeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 31 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 31 shares; 2026Q1: 51 shares 51$4.69K<0.01%+20Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 75 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68$4.69K<0.01%0Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$4.68K<0.01%0Timeline
EAGLE NUCLEAR ENERGY CORP C…EAGLE NUCLEAR ENERGY CORP COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600$4.61K<0.01%new
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 150 shares 150$4.58K<0.01%+12Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411$4.54K<0.01%0Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 73 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 194 shares; 2026Q1: 214 shares 214$4.53K<0.01%+20Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 92 shares; 2025Q3: 99 shares; 2025Q4: 103 shares; 2026Q1: 81 shares 81$4.5K<0.01%-22Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 462 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 414 shares 414$4.45K<0.01%+17Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 49 shares 49$4.44K<0.01%+23Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 225 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 357 shares; 2026Q1: 185 shares 185$4.43K<0.01%-172Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 31 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$4.41K<0.01%0Timeline
HYMCHYCROFT MINING HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 125 shares 125$4.4K<0.01%newTimeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120$4.36K<0.01%newTimeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 178 shares; 2025Q4: 181 shares; 2026Q1: 184 shares 184$4.35K<0.01%+3Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,474 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51$4.33K<0.01%0Timeline
ASMAVINO SILVER & GOLD MINES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 107 shares; 2026Q1: 682 shares 682$4.31K<0.01%+575Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 367 shares; 2025Q2: 277 shares; 2025Q3: 251 shares; 2025Q4: 136 shares; 2026Q1: 162 shares 162$4.26K<0.01%+26Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145$4.26K<0.01%0Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$4.25K<0.01%0Timeline
RABROOKFIELD REAL ASSETS INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$4.24K<0.01%0Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 698 shares; 2026Q1: 62 shares 62$4.24K<0.01%-636Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 391 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$4.23K<0.01%0Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123$4.22K<0.01%newTimeline
FNLCFIRST BANCORP INC MEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150$4.21K<0.01%0Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35$4.18K<0.01%0Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108$4.16K<0.01%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 33 shares; 2025Q4: 35 shares; 2026Q1: 24 shares 24$4.16K<0.01%-11Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 53 shares; 2025Q4: 54 shares; 2026Q1: 63 shares 63$4.11K<0.01%+9Timeline
PFLPIMCO INCOME STRATEGY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 510 shares 510$4.08K<0.01%+10Timeline
EAOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 100 shares 100$4.05K<0.01%-139Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18$4.04K<0.01%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 526 shares; 2025Q2: 531 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 32 shares 32$4.03K<0.01%+1Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: 118 shares; 2025Q3: 119 shares; 2025Q4: 120 shares; 2026Q1: 121 shares 121$4.03K<0.01%+1Timeline
MSDLMORGAN STANLEY DIRECT LENDINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 4,200 shares; 2025Q3: 3,650 shares; 2025Q4: 3,150 shares; 2026Q1: 288 shares 288$4.02K<0.01%-2,862Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$3.99K<0.01%0Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,165 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 150 shares; 2026Q1: 155 shares 155$3.98K<0.01%+5Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 40 shares; 2026Q1: 62 shares 62$3.94K<0.01%+22Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,206 shares; 2025Q1: 3,352 shares; 2025Q2: 1,182 shares; 2025Q3: 721 shares; 2025Q4: 281 shares; 2026Q1: 298 shares 298$3.91K<0.01%+17Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 4,283 shares; 2025Q3: 5,645 shares; 2025Q4: 4,573 shares; 2026Q1: 78 shares 78$3.87K<0.01%-4,495Timeline
OPFIOPPFI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$3.85K<0.01%newTimeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42$3.83K<0.01%0Timeline
THWABRDN WORLD HEALTHCARE FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279 shares; 2025Q1: 290 shares; 2025Q2: 300 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 326 shares 326$3.81K<0.01%+12Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 54 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 64 shares 64$3.8K<0.01%+2Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 247 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198$3.79K<0.01%0Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 22 shares; 2026Q1: 38 shares 38$3.78K<0.01%+16Timeline
OPRXOPTIMIZERX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 600 shares 600$3.77K<0.01%+500Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 50 shares; 2026Q1: 36 shares 36$3.73K<0.01%-14Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 54 shares; 2025Q4: 92 shares; 2026Q1: 54 shares 54$3.68K<0.01%-38Timeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,121 shares; 2025Q4: 2,215 shares; 2026Q1: 780 shares 780$3.65K<0.01%-1,435Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132$3.62K<0.01%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$3.6K<0.01%newTimeline
FABFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 20 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$3.54K<0.01%0Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214 shares 214$3.5K<0.01%newTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 62 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 68 shares; 2026Q1: 75 shares 75$3.48K<0.01%+7Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 424 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 72 shares 72$3.47K<0.01%+3Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18$3.45K<0.01%newTimeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$3.44K<0.01%0Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 26 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 16 shares 16$3.43K<0.01%+1Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$3.39K<0.01%0Timeline
FIVAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97$3.38K<0.01%0Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75$3.36K<0.01%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 22 shares 22$3.35K<0.01%+7Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96$3.32K<0.01%0Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 46 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$3.3K<0.01%0Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 488 shares; 2026Q1: 104 shares 104$3.28K<0.01%-384Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 21 shares; 2025Q2: 28 shares; 2025Q3: 25 shares; 2025Q4: 16 shares; 2026Q1: 21 shares 21$3.27K<0.01%+5Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 7 shares 7$3.25K<0.01%-3Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 120 shares; 2026Q1: 114 shares 114$3.24K<0.01%-6Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 800 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 751 shares 751$3.22K<0.01%+1Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$3.21K<0.01%0Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 4 shares; 2025Q4: 10 shares; 2026Q1: 11 shares 11$3.2K<0.01%+1Timeline
DSUBLACKROCK DEBT STRATEGIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330$3.16K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 32 shares; 2025Q2: 95 shares; 2025Q3: 11 shares; 2025Q4: 13 shares; 2026Q1: 16 shares 16$3.16K<0.01%+3Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799$3.16K<0.01%0Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32$3.15K<0.01%0Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$3.15K<0.01%0Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 26,062 shares; 2025Q2: 11,163 shares; 2025Q3: 9,108 shares; 2025Q4: 6,521 shares; 2026Q1: 286 shares 286$3.13K<0.01%-6,235Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 54 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51$3.1K<0.01%0Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$3.09K<0.01%0Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$3.09K<0.01%0Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$3.09K<0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 55 shares; 2025Q2: 30 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 28 shares 28$3.07K<0.01%+1Timeline
ATFVTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 98 shares 98$3.07K<0.01%-392Timeline
FLXSFLEXSTEEL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares 68$3.06K<0.01%newTimeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103$3.05K<0.01%+3Timeline
EMTLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71$3.02K<0.01%0Timeline
TRSTTRUSTCO BK CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$3.02K<0.01%0Timeline
NMSNUVEEN MINN QUALITY MUN INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247$3.01K<0.01%0Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$3K<0.01%0Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$2.97K<0.01%0Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 94 shares; 2025Q4: 100 shares; 2026Q1: 63 shares 63$2.96K<0.01%-37Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: 54 shares; 2025Q2: 78 shares; 2025Q3: 52 shares; 2025Q4: 67 shares; 2026Q1: 87 shares 87$2.94K<0.01%+20Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$2.94K<0.01%0Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 17 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22$2.93K<0.01%0Timeline
NYXHNYXOAH S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$2.92K<0.01%0Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62$2.91K<0.01%newTimeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: 200 shares 200$2.89K<0.01%newTimeline
NCNACCO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55$2.86K<0.01%0Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 163 shares; 2025Q2: 164 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$2.84K<0.01%0Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 9 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 27 shares 27$2.84K<0.01%+14Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 144 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 47 shares; 2026Q1: 23 shares 23$2.83K<0.01%-24Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$2.83K<0.01%0Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$2.82K<0.01%0Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337$2.8K<0.01%0Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares 55$2.8K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 30 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26$2.76K<0.01%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 90 shares; 2025Q2: 705 shares; 2025Q3: 103 shares; 2025Q4: not reported; 2026Q1: 35 shares 35$2.75K<0.01%newTimeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47$2.75K<0.01%0Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$2.73K<0.01%0Timeline
FEACFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares 98$2.72K<0.01%newTimeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 25 shares; 2025Q2: 22 shares; 2025Q3: 54 shares; 2025Q4: 24 shares; 2026Q1: 13 shares 13$2.72K<0.01%-11Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$2.71K<0.01%0Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$2.71K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 589 shares; 2025Q2: 282 shares; 2025Q3: 128 shares; 2025Q4: 110 shares; 2026Q1: 146 shares 146$2.68K<0.01%+36Timeline
FTMHPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 232 shares 232$2.67K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 42 shares; 2025Q3: 35 shares; 2025Q4: 44 shares; 2026Q1: 14 shares 14$2.66K<0.01%-30Timeline
OZEMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85$2.65K<0.01%newTimeline
OPXSOPTEX SYS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$2.65K<0.01%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 131 shares; 2025Q2: 81 shares; 2025Q3: 69 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$2.61K<0.01%0Timeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$2.59K<0.01%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 14 shares 14$2.57K<0.01%+5Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$2.56K<0.01%0Timeline
PGENPRECIGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660$2.55K<0.01%0Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$2.54K<0.01%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$2.52K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$2.52K<0.01%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 8 shares 8$2.52K<0.01%-1Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42$2.49K<0.01%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$2.48K<0.01%0Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 15 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 33 shares; 2026Q1: 24 shares 24$2.46K<0.01%-9Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$2.46K<0.01%0Timeline
STOTSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$2.45K<0.01%0Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$2.44K<0.01%0Timeline
USLUNITED STS 12 MONTH OIL FD LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 61 shares; 2026Q1: 50 shares 50$2.41K<0.01%-11Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 315 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285$2.41K<0.01%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9$2.4K<0.01%+1Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8 shares 8$2.38K<0.01%+7Timeline
ASSTSTRIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares 235$2.35K<0.01%newTimeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares 31$2.34K<0.01%newTimeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 53 shares; 2026Q1: 63 shares 63$2.34K<0.01%+10Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$2.32K<0.01%0Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 47 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$2.32K<0.01%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 19 shares; 2026Q1: 16 shares 16$2.32K<0.01%-3Timeline
TLRYTILRAY BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: 358 shares 358$2.32K<0.01%0Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 34 shares 34$2.3K<0.01%-20Timeline
BYRNBYRNA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250$2.29K<0.01%newTimeline
SDSANDRIDGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140$2.28K<0.01%0Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$2.28K<0.01%0Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 27 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 7 shares 7$2.28K<0.01%+2Timeline
SIZEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14$2.26K<0.01%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 16 shares 16$2.23K<0.01%+6Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19$2.22K<0.01%0Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$2.19K<0.01%0Timeline
GVIPGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15$2.19K<0.01%newTimeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 56 shares; 2026Q1: 48 shares 48$2.16K<0.01%-8Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 8 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 33 shares 33$2.16K<0.01%+1Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 16 shares; 2025Q4: 26 shares; 2026Q1: 28 shares 28$2.12K<0.01%+2Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$2.09K<0.01%0Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 222 shares; 2025Q4: 45 shares; 2026Q1: 24 shares 24$2.07K<0.01%-21Timeline
SPFFGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230$2.04K<0.01%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29 shares; 2025Q1: 53 shares; 2025Q2: 22 shares; 2025Q3: 32 shares; 2025Q4: 61 shares; 2026Q1: 33 shares 33$2.02K<0.01%-28Timeline
IDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$2.02K<0.01%0Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25$2K<0.01%0Timeline
OXMOXFORD INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 52 shares 52$2K<0.01%+1Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,665 shares; 2025Q3: 10,611 shares; 2025Q4: 3,316 shares; 2026Q1: 141 shares 141$1.98K<0.01%-3,175Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 13 shares; 2025Q3: 28 shares; 2025Q4: 31 shares; 2026Q1: 24 shares 24$1.98K<0.01%-7Timeline
DDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46$1.96K<0.01%0Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28$1.96K<0.01%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$1.95K<0.01%0Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9$1.94K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$1.92K<0.01%0Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179 shares; 2025Q3: 538 shares; 2025Q4: 56 shares; 2026Q1: 84 shares 84$1.91K<0.01%+28Timeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50$1.91K<0.01%newTimeline
NBNIOCORP DEVS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares 426$1.9K<0.01%0Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25$1.89K<0.01%newTimeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$1.87K<0.01%0Timeline
RNAATRIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139 shares 139$1.86K<0.01%newTimeline
ESPOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$1.86K<0.01%0Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$1.81K<0.01%0Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$1.78K<0.01%0Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 33 shares; 2026Q1: 37 shares 37$1.77K<0.01%+4Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538 shares; 2025Q1: 1,756 shares; 2025Q2: 1,756 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares 67$1.76K<0.01%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$1.76K<0.01%0Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 104 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103$1.75K<0.01%0Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 53 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 13 shares 13$1.74K<0.01%+2Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 173 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 187 shares 187$1.74K<0.01%+114Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$1.74K<0.01%0Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 591 shares; 2026Q1: 250 shares 250$1.72K<0.01%-341Timeline
DDSDILLARDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$1.72K<0.01%0Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 16 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$1.72K<0.01%0Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 2 shares 2$1.7K<0.01%newTimeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 27 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 12 shares 12$1.63K<0.01%+6Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16$1.6K<0.01%newTimeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 37 shares 37$1.6K<0.01%-27Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 33 shares 33$1.56K<0.01%+21Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 57 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 27 shares; 2026Q1: 25 shares 25$1.56K<0.01%-2Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 43 shares 43$1.55K<0.01%-115Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 81 shares; 2025Q2: 85 shares; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 20 shares 20$1.54K<0.01%+16Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 34 shares 34$1.51K<0.01%+1Timeline
PMLPIMCO MUN INCOME FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$1.51K<0.01%0Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 15 shares 15$1.51K<0.01%+3Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 11 shares; 2025Q2: 8 shares; 2025Q3: 24 shares; 2025Q4: 15 shares; 2026Q1: 16 shares 16$1.49K<0.01%+1Timeline
VZLAVIZSLA SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 400 shares; 2026Q1: 450 shares 450$1.49K<0.01%+50Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 245 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 446 shares; 2026Q1: 27 shares 27$1.47K<0.01%-419Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 44 shares; 2025Q2: 1 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 6 shares 6$1.47K<0.01%+1Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63$1.47K<0.01%newTimeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 12 shares; 2025Q2: 77 shares; 2025Q3: 185 shares; 2025Q4: 121 shares; 2026Q1: 133 shares 133$1.46K<0.01%+12Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 126 shares 126$1.45K<0.01%-72Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$1.45K<0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 46 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 21 shares 21$1.43K<0.01%-10Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$1.42K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$1.41K<0.01%0Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 14 shares 14$1.4K<0.01%+8Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$1.37K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 42 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$1.37K<0.01%0Timeline
GLDGGOLDMINING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 3,400 shares; 2026Q1: 1,150 shares 1,150$1.37K<0.01%-2,250Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares 81$1.35K<0.01%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 35 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 28 shares; 2026Q1: 51 shares 51$1.35K<0.01%+23Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101$1.34K<0.01%0Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$1.34K<0.01%0Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30$1.34K<0.01%0Timeline
GDENGOLDEN ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50$1.33K<0.01%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 21 shares; 2025Q4: 6 shares; 2026Q1: 4 shares 4$1.32K<0.01%-2Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 19 shares 19$1.31K<0.01%+3Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 19 shares 19$1.3K<0.01%+11Timeline
LUNGPULMONX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$1.29K<0.01%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 1 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$1.28K<0.01%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38$1.27K<0.01%0Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: 133 shares 133$1.27K<0.01%-269Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 10 shares 10$1.26K<0.01%+1Timeline
GROYGOLD ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 1,500 shares; 2025Q4: 750 shares; 2026Q1: 350 shares 350$1.25K<0.01%-400Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 30 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$1.24K<0.01%0Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 53 shares 53$1.22K<0.01%+5Timeline
ARECAMERICAN RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500$1.21K<0.01%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$1.2K<0.01%0Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 25 shares 25$1.2K<0.01%-16Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 18 shares 18$1.19K<0.01%+5Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$1.18K<0.01%0Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35 shares; 2025Q1: 38 shares; 2025Q2: 9 shares; 2025Q3: 1 shares; 2025Q4: 15 shares; 2026Q1: 16 shares 16$1.16K<0.01%+1Timeline
XXITWENTY ONE CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 181 shares 181$1.16K<0.01%+4Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 248 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 399 shares; 2026Q1: 13 shares 13$1.14K<0.01%-386Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$1.13K<0.01%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 11 shares 11$1.12K<0.01%+6Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 982 shares; 2025Q2: 990 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$1.09K<0.01%0Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$1.09K<0.01%0Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 11 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$1.09K<0.01%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 7 shares 7$1.08K<0.01%+4Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 21 shares; 2025Q2: 79 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$1.07K<0.01%0Timeline
NANCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$1.06K<0.01%0Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 11 shares 11$1.05K<0.01%+8Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 38 shares 38$1.05K<0.01%+4Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 4 shares; 2025Q2: 17 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares; 2026Q1: 17 shares 17$1.05K<0.01%-5,000Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 13 shares; 2026Q1: 7 shares 7$1.05K<0.01%-6Timeline
USASAMERICAS GOLD AND SILVER CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200$1.04K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9$1.03K<0.01%+1Timeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$1.02K<0.01%newTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$1.01K<0.01%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 88 shares; 2025Q2: 80 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 25 shares 25$1.01K<0.01%+15Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 408 shares; 2025Q1: 407 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 13 shares 13$1.01K<0.01%+6Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5$1.01K<0.01%+1Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares 33$1K<0.01%newTimeline

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
ASMLASML HLDG NV STOKcall100$132K0
SFMSPROUTS FMRS MKT INC Stockcall900$69.4K0
UNHUNITEDHEALTH GROUP INC COMcall200$54.1K0
CLSCELESTICA INC Stockcall100$28.2K0
BXBLACKSTONE INC COMcall200$23Knew
AMDADVANCED MICRO DEVICES INC COMcall100$20.3K-300
FMCFMC CORP Stockcall1,000$17.2Knew
CLXCLOROX CO DEL COMcall100$10.4K0
SMCISUPER MICRO COMPUTER INC COM NEWcall200$4.55Knew
TTDTHE TRADE DESK INC STOKcall200$4.54K0
FIGFIGMA INC COMcall200$4.23Knew

Sold out in Q1 2026

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

The largest 100 of 139. All 139

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR23,167$2.13Mshares
EXASEXACT SCIENCES CORP13,801$1.4Mshares
RAUSEA SERIES TRUST9,134$241Kshares
XLFSELECT SECTOR SPDR TR3,000$164Kput
NVCRNOVOCURE LTD11,300$146Kshares
METAMETA PLATFORMS INC200$132Kcall
BNOUNITED STS BRENT OIL FD LP4,500$127Kshares
IDRIDAHO STRATEGIC RESOURCES3,000$121Kshares
DBDEUTSCHE BK AG3,063$118Kshares
KBDCKAYNE ANDERSON BDC INC5,850$83.8Kshares
BIPBROOKFIELD INFRASTRUCTURE PA2,160$75Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL143$63.8Kshares
CMACOMERICA INC656$57Kshares
MGNIMAGNITE INC3,500$56.8Kshares
NVDANVIDIA CORPORATION300$56Kcall
USSGDBX ETF TR740$47Kshares
EFIVSPDR SERIES TRUST630$41.7Kshares
LULULULULEMON ATHLETICA INC200$41.6Kcall
SESEA LTD317$40.4Kshares
DVAXDYNAVAX TECHNOLOGIES CORP2,577$39.6Kshares
PAGSPAGSEGURO DIGITAL LTD4,000$38.6Kshares
PIPRPIPER SANDLER COS109$37Kshares
IEIISHARES TR304$36.3Kshares
PLTRPALANTIR TECHNOLOGIES INC200$35.5Kcall
IBUYAMPLIFY ETF TR425$31.6Kshares
XMESPDR SERIES TRUST304$31.5Kshares
RSPTINVESCO EXCHANGE TRADED FD T677$30.8Kshares
QUBTQUANTUM COMPUTING INC3,001$30.8Kshares
JBHTHUNT J B TRANS SVCS INC145$28.2Kshares
FORD MOTOR COMPANYFORD MOTOR COMPANY25,000$25.9Kshares
SNOWSNOWFLAKE INC100$21.9Kcall
EROERO COPPER CORP772$21.8Kshares
CGIBCAPITAL GRP FIXED INCM ETF T804$20.4Kshares
PPHVANECK ETF TRUST192$19.8Kshares
IWMINEOS ETF TRUST353$17.2Kshares
MMM3M CO100$16Kcall
TNCTENNANT CO203$15Kshares
RYTMRHYTHM PHARMACEUTICALS INC137$14.7Kshares
RNAMAVIDITY BIOSCIENCES INC197$14.2Kshares
GTOPGOLDMAN SACHS ETF TR331$13.1Kshares
HCCWARRIOR MET COAL INC146$12.9Kshares
KBAKRANESHARES TRUST400$12.4Kshares
KTBKONTOOR BRANDS INC200$12.2Kshares
CBZCBIZ INC240$12.1Kshares
BRZEBRAZE INC350$12Kshares
XMTRXOMETRY INC200$11.9Kshares
LEALEAR CORP100$11.5Kshares
INTCINTEL CORP300$11.1Kcall
TMFCRBB FD INC151$10.8Kshares
ROADCONSTRUCTION PARTNERS INC95$10.3Kshares
HIMUBLACKROCK ETF TRUST II211$10.3Kshares
MINNTRUST FOR PROFESSIONAL MANAG453$10.2Kshares
EXEELCHESAPEAKE ENERGY CORP -CW26100$9.96Kshares
DEMWISDOMTREE TR200$9.34Kshares
OZKBANK OZK LITTLE ROCK ARK185$8.51Kshares
SBUXSTARBUCKS CORP100$8.42Kcall
JHXJAMES HARDIE INDS PLC375$7.78Kshares
PRIPRIMERICA INC30$7.75Kshares
SLMSLM CORP279$7.55Kshares
RAREULTRAGENYX PHARMACEUTICAL IN319$7.34Kshares
XPEVXPENG INC355$7.2Kshares
AMBAAMBARELLA INC100$7.08Kcall
XMQTXBLACKROCK MUNIYIELD QLTY II695$6.99Kshares
DXCMDEXCOM INC96$6.37Kshares
JOBYJOBY AVIATION INC468$6.18Kshares
CHTCHUNGHWA TELECOM CO LTD142$5.92Kshares
URGUR-ENERGY INC3,738$5.2Kshares
FTSFORTIS INC100$5.19Kshares
STWDSTARWOOD PPTY TR INC266$4.79Kshares
SMOGVANECK ETF TRUST36$4.68Kshares
FYBRFRONTIER COMMUNICATIONS PARE114$4.34Kshares
CHKPCHECK POINT SOFTWARE TECH LT23$4.27Kshares
RELXRELX PLC105$4.24Kshares
TEMTEMPUS AI INC66$3.9Kshares
MORNMORNINGSTAR INC17$3.69Kshares
FPEFIRST TR EXCH TRADED FD III200$3.64Kshares
WCMIFIRST TR EXCHANGE-TRADED FD206$3.5Kshares
SBACSBA COMMUNICATIONS CORP18$3.48Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC225$3.44Kshares
PKXPOSCO HOLDINGS INC62$3.3Kshares
OAKMHARRIS OAKMARK ETF TRUST104$2.95Kshares
VGKVANGUARD INTL EQUITY INDEX F35$2.94Kshares
HEREHERE GROUP LTD500$2.56Kshares
TCOMTRIP COM GROUP LTD35$2.52Kshares
NGDNEW GOLD INC285$2.48Kshares
ACMAECOM25$2.38Kshares
FRTYTHE ALGER ETF TRUST104$2.19Kshares
TELFYTELEFONICA SA-SPON ADR500$2.02Kshares
ITUBITAU UNIBANCO HLDG S A272$1.95Kshares
PDDPDD HOLDINGS INC17$1.93Kshares
CVECENOVUS ENERGY INC107$1.81Kshares
PINKSIMPLIFY EXCHANGE TRADED FUN48$1.76Kshares
CCCCCC INTELLIGENT SOLUTIONS HL203$1.61Kshares
WWAYFAIR INC15$1.51Kshares
VISVANGUARD WORLD FD5$1.49Kshares
NRCNRC HEALTH70$1.31Kshares
VIPSVIPSHOP HLDGS LTD72$1.27Kshares
AXTAAXALTA COATING SYS LTD36$1.16Kshares
RLIRLI CORP18$1.15Kshares
FUTUFUTU HLDGS LTD7$1.15Kshares

How Q1 2026 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 0001409362-26-000002 base2026-04-17acceptance time not in the bulk data set