MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 150 shares 150 $13K <0.01% +50 QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 535 shares; 2024Q1: 535 shares 535 $13K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,375 shares; 2023Q2: 1,275 shares; 2023Q3: 538 shares; 2023Q4: 538 shares; 2024Q1: 238 shares 238 $12K <0.01% -300 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $12K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares 24 $12K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $12K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 198 shares; 2023Q2: 198 shares; 2023Q3: 198 shares; 2023Q4: 172 shares; 2024Q1: 150 shares 150 $12K <0.01% -22 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $12K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 949 shares; 2023Q2: 949 shares; 2023Q3: 949 shares; 2023Q4: 949 shares; 2024Q1: 949 shares 949 $12K <0.01% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,905 shares; 2023Q2: 2,805 shares; 2023Q3: 2,805 shares; 2023Q4: 2,805 shares; 2024Q1: 1,055 shares 1,055 $12K <0.01% -1,750 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,408 shares; 2023Q2: 6,021 shares; 2023Q3: 11,173 shares; 2023Q4: 3,811 shares; 2024Q1: 1,584 shares 1,584 $12K <0.01% -2,227 Timeline UBOT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares 500 $12K <0.01% new Timeline ANHEUSER BUSCH COS INC ANHEUSER BUSCH COS INC More: the full row for ANHEUSER BUSCH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 550 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $12K <0.01% 0 Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 213 shares; 2023Q2: 213 shares; 2023Q3: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares 213 $12K <0.01% 0 INNOVATOR ETFS TR II INNOVATOR ETFS TR II More: the full row for INNOVATOR ETFS TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $12K <0.01% 0 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 277 shares; 2023Q3: 277 shares; 2023Q4: 278 shares; 2024Q1: 278 shares 278 $11K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 167 shares; 2023Q4: 167 shares; 2024Q1: 147 shares 147 $11K <0.01% -20 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 583 shares; 2023Q2: 583 shares; 2023Q3: 583 shares; 2023Q4: 583 shares; 2024Q1: 583 shares 583 $11K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 146 shares; 2024Q1: 146 shares 146 $11K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 120 shares 120 $11K <0.01% -100 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $11K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $11K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 130 shares 130 $11K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $11K <0.01% 0 Timeline CATALENT INC USD 0.01 CATALENT INC USD 0.01 More: the full row for CATALENT INC USD 0.01 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 390 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 200 shares 200 $11K <0.01% -50 DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 360 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 237 shares 237 $11K <0.01% +177 PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 375 shares 375 $11K <0.01% new Timeline JANUS GLOBAL TECHNOLOGY FUND JANUS GLOBAL TECHNOLOGY FUND More: the full row for JANUS GLOBAL TECHNOLOGY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 280 shares; 2023Q2: 280 shares; 2023Q3: not reported; 2023Q4: 283 shares; 2024Q1: 180 shares 180 $11K <0.01% -103 USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 211 shares; 2023Q2: 211 shares; 2023Q3: 211 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $10K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 118 shares; 2023Q3: 104 shares; 2023Q4: 104 shares; 2024Q1: 445 shares 445 $10K <0.01% +341 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $10K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $10K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 140 shares 140 $10K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $10K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $10K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $10K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 69 shares; 2023Q3: 705 shares; 2023Q4: 880 shares; 2024Q1: 995 shares 995 $10K <0.01% +115 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares; 2024Q1: 200 shares 200 $10K <0.01% -150 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $10K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 150 shares 150 $10K <0.01% +100 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $10K <0.01% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $10K <0.01% new Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 530 shares; 2023Q2: 530 shares; 2023Q3: 1,470 shares; 2023Q4: 1,481 shares; 2024Q1: 1,833 shares 1,833 $10K <0.01% +352 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $9K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $9K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 106 shares; 2023Q3: 106 shares; 2023Q4: 75 shares; 2024Q1: 45 shares 45 $9K <0.01% -30 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $9K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $9K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 132 shares; 2023Q4: 132 shares; 2024Q1: 82 shares 82 $9K <0.01% -50 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 545 shares; 2023Q2: 380 shares; 2023Q3: 108 shares; 2023Q4: 108 shares; 2024Q1: 108 shares 108 $9K <0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $9K <0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 430 shares 430 $9K <0.01% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 680 shares; 2023Q3: 280 shares; 2023Q4: 330 shares; 2024Q1: 100 shares 100 $9K <0.01% -230 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,850 shares; 2023Q4: 6,850 shares; 2024Q1: 5,850 shares 5,850 $9K <0.01% -1,000 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $9K <0.01% 0 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares 1,700 $9K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares 90 $9K <0.01% 0 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares 450 $9K <0.01% 0 Timeline ADRNY KONINKLIJKE AHOLD-SP ADR More: the full row for KONINKLIJKE AHOLD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $9K <0.01% new Timeline ProShares UltraPro Sht ProShares UltraPro Sht More: the full row for ProShares UltraPro Sht Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,200 shares; 2023Q2: 3,800 shares; 2023Q3: 1,400 shares; 2023Q4: 1,700 shares; 2024Q1: 850 shares 850 $9K <0.01% -850 GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares 105 $8K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 622 shares; 2023Q2: 147 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $8K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares 60 $8K <0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares 150 $8K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $8K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 55 shares; 2024Q1: 55 shares 55 $8K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: 380 shares; 2024Q1: 380 shares 380 $8K <0.01% 0 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 417 shares; 2023Q4: 481 shares; 2024Q1: 492 shares 492 $8K <0.01% +11 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 3,782 shares; 2024Q1: 100 shares 100 $8K <0.01% -3,682 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,045 shares; 2023Q2: 1,045 shares; 2023Q3: 1,045 shares; 2023Q4: 870 shares; 2024Q1: 200 shares 200 $8K <0.01% -670 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 491 shares; 2023Q4: 504 shares; 2024Q1: 517 shares 517 $8K <0.01% +13 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares 600 $8K <0.01% 0 Timeline PILL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $8K <0.01% new Timeline QVCGA QVC GROUP INC CUM RED PFD SER More: the full row for QVC GROUP INC CUM RED PFD SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 491 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 165 shares 165 $8K <0.01% new Timeline FBVI FCN BANC CORP CDT-COM More: the full row for FCN BANC CORP CDT-COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 262 shares; 2023Q2: 262 shares; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares 262 $8K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 82 shares; 2023Q2: 82 shares; 2023Q3: 82 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $7K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: 75 shares; 2024Q1: 85 shares 85 $7K <0.01% +10 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $7K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 250 shares; 2024Q1: 200 shares 200 $7K <0.01% -50 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,991 shares; 2023Q2: 1,943 shares; 2023Q3: 882 shares; 2023Q4: 882 shares; 2024Q1: 748 shares 748 $7K <0.01% -134 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 725 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $7K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 125 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $7K <0.01% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,225 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,225 shares; 2024Q1: 1,025 shares 1,025 $7K <0.01% -200 Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 480 shares; 2024Q1: 365 shares 365 $7K <0.01% -115 ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,745 shares; 2023Q2: 2,745 shares; 2023Q3: 2,745 shares; 2023Q4: 1,936 shares; 2024Q1: 286 shares 286 $7K <0.01% -1,650 NWBO NORTHWEST BIOTHERAPEUTICS INC. More: the full row for NORTHWEST BIOTHERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,007 shares; 2023Q2: 14,007 shares; 2023Q3: 14,007 shares; 2023Q4: not reported; 2024Q1: 14,007 shares 14,007 $7K <0.01% new Timeline JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F More: the full row for JOHNSON CONTROLS INT F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 185 shares; 2023Q2: 185 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $7K <0.01% new RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 254 shares; 2023Q2: 254 shares; 2023Q3: 254 shares; 2023Q4: 254 shares; 2024Q1: 254 shares 254 $6K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 321 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 116 shares 116 $6K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $6K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $6K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $6K <0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 283 shares; 2023Q4: 285 shares; 2024Q1: 293 shares 293 $6K <0.01% +8 Timeline NNGRY NN GROUP NV More: the full row for NN GROUP NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: not reported; 2024Q1: 250 shares 250 $6K <0.01% new Timeline MBGYY MERCEDES-BENZ GROUP AG AMERICA More: the full row for MERCEDES-BENZ GROUP AG AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares 300 $6K <0.01% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $5K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares 84 $5K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: 86 shares 86 $5K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 855 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 130 shares; 2024Q1: 60 shares 60 $5K <0.01% -70 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 3 shares 3 $5K <0.01% +1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 475 shares; 2023Q2: 475 shares; 2023Q3: not reported; 2023Q4: 457 shares; 2024Q1: 457 shares 457 $5K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $5K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,750 shares 2,750 $5K <0.01% new Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 914 shares; 2023Q4: 959 shares; 2024Q1: 1,025 shares 1,025 $5K <0.01% +66 ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 174 shares; 2023Q2: not reported; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 174 shares 174 $5K <0.01% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 123 shares; 2023Q3: 123 shares; 2023Q4: 123 shares; 2024Q1: 123 shares 123 $5K <0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares 250 $5K <0.01% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $5K <0.01% 0 XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $5K <0.01% new Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 190 shares; 2024Q1: 190 shares 190 $5K <0.01% 0 DTRUY DAIMLER TRUCK HLDG AG More: the full row for DAIMLER TRUCK HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 200 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares 200 $5K <0.01% new Timeline Hancock John Bank&Thri Hancock John Bank&Thri More: the full row for Hancock John Bank&Thri Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 134 shares; 2024Q1: 160 shares 160 $5K <0.01% +26 BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares 1 $4K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 32 shares 32 $4K <0.01% -10 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $4K <0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares 34 $4K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $4K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $4K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares 15 $4K <0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $4K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 325 shares; 2023Q2: 225 shares; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 75 shares 75 $4K <0.01% -135 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $4K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 204 shares; 2023Q2: 204 shares; 2023Q3: 204 shares; 2023Q4: 204 shares; 2024Q1: 183 shares 183 $4K <0.01% -21 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,393 shares; 2023Q2: 920 shares; 2023Q3: 2,388 shares; 2023Q4: 133 shares; 2024Q1: 133 shares 133 $4K <0.01% 0 BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 240 shares 240 $4K <0.01% +40 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 930 shares; 2023Q2: 2,984 shares; 2023Q3: 16,464 shares; 2023Q4: 454 shares; 2024Q1: 319 shares 319 $4K <0.01% -135 Timeline SDZNY SANDOZ GROUP AG-ADR More: the full row for SANDOZ GROUP AG-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 140 shares 140 $4K <0.01% new Timeline BYD Co Ltd Shs H BYD Co Ltd Shs H More: the full row for BYD Co Ltd Shs H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 307 shares; 2023Q3: 265 shares; 2023Q4: not reported; 2024Q1: 165 shares 165 $4K <0.01% new TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $3K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares 23 $3K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26 shares; 2023Q3: 26 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $3K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $3K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares 1 $3K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares 12 $3K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $3K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $3K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares 75 $3K <0.01% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $3K <0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 403 shares; 2023Q4: 417 shares; 2024Q1: 431 shares 431 $3K <0.01% +14 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $3K <0.01% 0 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,595 shares; 2023Q2: 11,950 shares; 2023Q3: 3,400 shares; 2023Q4: 2,700 shares; 2024Q1: 600 shares 600 $3K <0.01% -2,100 WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 150 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 100 shares 100 $3K <0.01% -25 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 230 shares 230 $3K <0.01% new Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 255 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 22 shares 22 $3K <0.01% -81 Timeline RITCHIE BROS AUCTIONEERS RITCHIE BROS AUCTIONEERS More: the full row for RITCHIE BROS AUCTIONEERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares 39 $3K <0.01% 0 QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 125 shares 125 $3K <0.01% new Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 700 shares; 2023Q4: 700 shares; 2024Q1: 720 shares 720 $3K <0.01% +20 Timeline MSFO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 130 shares 130 $3K <0.01% new Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $3K <0.01% 0 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $3K <0.01% 0 Timeline CURLF CURALEAF HLDGS INC (CANADA) More: the full row for CURALEAF HLDGS INC (CANADA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 600 shares 600 $3K <0.01% new Timeline Alaska Air Group Alaska Air Group More: the full row for Alaska Air Group Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 78 shares; 2023Q4: 78 shares; 2024Q1: 78 shares 78 $3K <0.01% 0 ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares 58 $2K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $2K <0.01% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $2K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $2K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $2K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $2K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 6 shares 6 $2K <0.01% -3 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares 36 $2K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 300 shares; 2024Q1: 100 shares 100 $2K <0.01% -200 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 296 shares; 2024Q1: 296 shares 296 $2K <0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $2K <0.01% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $2K <0.01% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 98 shares; 2024Q1: 98 shares 98 $2K <0.01% 0 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $2K <0.01% 0 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 667 shares; 2023Q2: 667 shares; 2023Q3: 667 shares; 2023Q4: 667 shares; 2024Q1: 667 shares 667 $2K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $2K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $2K <0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 60 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $2K <0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 100 shares 100 $2K <0.01% -50 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 190 shares; 2023Q2: 190 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 90 shares 90 $2K <0.01% -25 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $2K <0.01% 0 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares 50 $2K <0.01% new Timeline CLIFFS NATURAL RESOURCES CLIFFS NATURAL RESOURCES More: the full row for CLIFFS NATURAL RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,975 shares; 2023Q2: 12,015 shares; 2023Q3: 12,215 shares; 2023Q4: 10,015 shares; 2024Q1: 100 shares 100 $2K <0.01% -9,915 E TRADE FINANCIAL CORPORATI… E TRADE FINANCIAL CORPORATION More: the full row for E TRADE FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: 115 shares 115 $2K <0.01% 0 COLUMBIA INCOME OPPORTUNITI… COLUMBIA INCOME OPPORTUNITIES INS… More: the full row for COLUMBIA INCOME OPPORTUNITIES INST2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 225 shares 225 $2K <0.01% new ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares 10 $1K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $1K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 53 shares; 2024Q1: 53 shares 53 $1K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $1K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 100 shares; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $1K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 100 shares 100 $1K <0.01% new Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $1K <0.01% 0 RMAX RE/MAX HLDGS INC More: the full row for RE/MAX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 77 shares; 2023Q2: 77 shares; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 77 shares 77 $1K <0.01% 0 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares 42 $1K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares; 2024Q1: 39 shares 39 $1K <0.01% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $1K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 26 shares 26 $1K <0.01% -9 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares 17 $1K <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 85 shares; 2024Q1: 85 shares 85 $1K <0.01% 0 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $1K <0.01% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 100 shares 100 $1K <0.01% -125 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares 50 $1K <0.01% 0 Timeline PERFICIENT INC PERFICIENT INC More: the full row for PERFICIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares 22 $1K <0.01% 0 OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 200 shares 200 $1K <0.01% -400 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 165 shares; 2024Q1: 165 shares 165 $1K <0.01% 0 Timeline ADDYY ADIDAS AG-SPONSORED ADR More: the full row for ADIDAS AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: not reported; 2023Q4: 6 shares; 2024Q1: 6 shares 6 $1K <0.01% 0 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 225 shares 225 $1K <0.01% 0 FGPHF FIRST GRAPHENE LTD (AUSTRALIA) More: the full row for FIRST GRAPHENE LTD (AUSTRALIA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 29,300 shares; 2023Q4: not reported; 2024Q1: 29,300 shares 29,300 $1K <0.01% new Timeline BEYOND AIR INC BEYOND AIR INC More: the full row for BEYOND AIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $1K <0.01% 0 ACI Worldwide ACI Worldwide More: the full row for ACI Worldwide Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 11,668 shares; 2023Q4: 11,541 shares; 2024Q1: 20 shares 20 $1K <0.01% -11,521 COMPASS DIVERSIFIED HLDGS COMPASS DIVERSIFIED HLDGS More: the full row for COMPASS DIVERSIFIED HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $1K <0.01% 0 Ballard Power Systems Ballard Power Systems More: the full row for Ballard Power Systems Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $1K <0.01% 0 QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $0 0% 0 Value filed as zero, left out of ratios. Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 15 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: 51 shares; 2024Q1: 5 shares 5 $0 0% -46 Value filed as zero, left out of ratios. Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 125 shares; 2024Q1: 125 shares 125 $0 0% 0 Value filed as zero, left out of ratios. Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,706 shares; 2023Q2: 2,018 shares; 2023Q3: 198 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. Timeline VIRGIN GALACTIC HLDGS INC VIRGIN GALACTIC HLDGS INC More: the full row for VIRGIN GALACTIC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares 400 $0 0% 0 Value filed as zero, left out of ratios. Timeline AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 891 shares; 2023Q2: 400 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 45 shares 45 $0 0% 0 Value filed as zero, left out of ratios. QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 3 shares; 2024Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares 10 $0 0% new Value filed as zero, left out of ratios. Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares 200 $0 0% 0 Value filed as zero, left out of ratios. CWBHF CHARLOTTES WEB HLDGS INC COM ( More: the full row for CHARLOTTES WEB HLDGS INC COM ( Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 575 shares 575 $0 0% new Value filed as zero, left out of ratios. Timeline VALWS VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: not reported; 2023Q4: 41 shares; 2024Q1: 3 shares 3 $0 0% -38 Value filed as zero, left out of ratios. Timeline SRNE SORRENTO THERAPEUTICS, INC. More: the full row for SORRENTO THERAPEUTICS, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,135 shares; 2023Q2: 3,135 shares; 2023Q3: 3,135 shares; 2023Q4: 2,135 shares; 2024Q1: 2,135 shares 2,135 $0 0% 0 Value filed as zero, left out of ratios. Timeline BEST INC BEST INC More: the full row for BEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: not reported; 2024Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. WORKHORSE GROUP INC WORKHORSE GROUP INC More: the full row for WORKHORSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares 1,400 $0 0% 0 Value filed as zero, left out of ratios. LIGHTNING EMOTORS INC LIGHTNING EMOTORS INC More: the full row for LIGHTNING EMOTORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 11 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares 11 $0 0% new Value filed as zero, left out of ratios. MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,600 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,600 shares 5,600 $0 0% new Value filed as zero, left out of ratios. STEIN MART INC STEIN MART INC More: the full row for STEIN MART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares 300 $0 0% 0 Value filed as zero, left out of ratios. PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. APT Sytems Inc APT Sytems Inc More: the full row for APT Sytems Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,200 shares; 2023Q2: 13,200 shares; 2023Q3: 13,200 shares; 2023Q4: 13,200 shares; 2024Q1: 13,200 shares 13,200 $0 0% 0 Value filed as zero, left out of ratios. The Alkaline Wtr Co The Alkaline Wtr Co More: the full row for The Alkaline Wtr Co Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 222 shares 222 $0 0% new Value filed as zero, left out of ratios. Vodka Brands Corp Vodka Brands Corp More: the full row for Vodka Brands Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 400 shares 400 $0 0% new Value filed as zero, left out of ratios. Bridgeway Natl Corp Bridgeway Natl Corp More: the full row for Bridgeway Natl Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34 shares 34 $0 0% new Value filed as zero, left out of ratios. DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 2,521 shares; 2023Q4: 7 shares; 2024Q1: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios.