CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,922 shares; 2025Q1: 2,942 shares; 2025Q2: 2,907 shares; 2025Q3: 2,904 shares; 2025Q4: 2,941 shares; 2026Q1: 2,944 shares 2,944 $188K <0.01% +3 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,243 shares; 2025Q2: 15,940 shares; 2025Q3: 16,159 shares; 2025Q4: 15,535 shares; 2026Q1: 13,950 shares 13,950 $186K <0.01% -1,585 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 17,916 shares; 2025Q1: 15,764 shares; 2025Q2: 10,972 shares; 2025Q3: 14,547 shares; 2025Q4: 13,848 shares; 2026Q1: 11,141 shares 11,141 $183K <0.01% -2,707 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 1,779 shares; 2025Q1: 2,425 shares; 2025Q2: 2,249 shares; 2025Q3: 3,132 shares; 2025Q4: 2,441 shares; 2026Q1: 3,435 shares 3,435 $183K <0.01% +994 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,743 shares; 2024Q4: 157,500 shares; 2025Q1: 257,200 shares; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 300,000 shares 300,000 $182K <0.01% +50,000 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,520 shares; 2025Q1: 13,520 shares; 2025Q2: 13,520 shares; 2025Q3: 13,520 shares; 2025Q4: 13,520 shares; 2026Q1: 13,520 shares 13,520 $181K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 10,405 shares; 2025Q1: 10,427 shares; 2025Q2: 10,468 shares; 2025Q3: 10,410 shares; 2025Q4: 7,860 shares; 2026Q1: 7,547 shares 7,547 $175K <0.01% -313 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,696 shares; 2024Q4: 28,976 shares; 2025Q1: 27,495 shares; 2025Q2: 23,027 shares; 2025Q3: 3,779 shares; 2025Q4: not reported; 2026Q1: 2,584 shares 2,584 $174K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,289 shares; 2025Q1: 2,094 shares; 2025Q2: 1,852 shares; 2025Q3: 958 shares; 2025Q4: 1,578 shares; 2026Q1: 960 shares 960 $173K <0.01% -618 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,219 shares; 2025Q1: 5,204 shares; 2025Q2: 4,313 shares; 2025Q3: 4,204 shares; 2025Q4: 4,204 shares; 2026Q1: 3,804 shares 3,804 $172K <0.01% -400 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 1,026 shares; 2025Q2: 1,030 shares; 2025Q3: 2,176 shares; 2025Q4: 2,428 shares; 2026Q1: 2,430 shares 2,430 $170K <0.01% +2 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,416 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 6,986 shares; 2026Q1: 6,992 shares 6,992 $168K <0.01% +6 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,700 shares; 2026Q1: 50,700 shares 50,700 $167K <0.01% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,500 shares; 2025Q2: 51,500 shares; 2025Q3: 79,500 shares; 2025Q4: 79,500 shares; 2026Q1: 94,793 shares 94,793 $167K <0.01% +15,293 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares; 2026Q1: 15,025 shares 15,025 $165K <0.01% +4,995 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,760 shares 30,760 $163K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,189 shares; 2024Q4: 21,893 shares; 2025Q1: 21,092 shares; 2025Q2: 28,656 shares; 2025Q3: 20,504 shares; 2025Q4: 25,440 shares; 2026Q1: 18,626 shares 18,626 $163K <0.01% -6,814 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 13,921 shares; 2025Q1: 13,921 shares; 2025Q2: 13,921 shares; 2025Q3: 13,921 shares; 2025Q4: 13,921 shares; 2026Q1: 13,921 shares 13,921 $161K <0.01% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 766 shares; 2025Q3: 657 shares; 2025Q4: 3,391 shares; 2026Q1: 3,200 shares 3,200 $159K <0.01% -191 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 578 shares; 2025Q1: 382 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 334 shares; 2026Q1: 2,855 shares 2,855 $158K <0.01% +2,521 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,785 shares; 2024Q4: 14,785 shares; 2025Q1: 24,785 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,507 shares; 2026Q1: 26,346 shares 26,346 $158K <0.01% +1,839 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,601 shares 11,601 $157K <0.01% new Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares 3,121 $157K <0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $157K <0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 2,097 shares 2,097 $156K <0.01% +2,065 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,749 shares; 2025Q1: 2,397 shares; 2025Q2: 6,589 shares; 2025Q3: 3,591 shares; 2025Q4: 3,682 shares; 2026Q1: 3,677 shares 3,677 $156K <0.01% -5 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,202 shares; 2026Q1: 16,831 shares 16,831 $152K <0.01% +3,629 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $152K <0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,417 shares; 2025Q1: 6,617 shares; 2025Q2: 3,418 shares; 2025Q3: 2,418 shares; 2025Q4: 5,320 shares; 2026Q1: 2,908 shares 2,908 $152K <0.01% -2,412 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,565 shares; 2025Q2: 1,532 shares; 2025Q3: 1,766 shares; 2025Q4: 2,887 shares; 2026Q1: 2,308 shares 2,308 $149K <0.01% -579 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 2,035 shares; 2025Q2: 2,063 shares; 2025Q3: 2,070 shares; 2025Q4: 2,081 shares; 2026Q1: 2,085 shares 2,085 $146K <0.01% +4 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,449 shares; 2025Q1: 1,607 shares; 2025Q2: 1,883 shares; 2025Q3: 2,020 shares; 2025Q4: 2,169 shares; 2026Q1: 2,070 shares 2,070 $146K <0.01% -99 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $144K <0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,197 shares 3,197 $144K <0.01% +44 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,463 shares; 2024Q4: 34,120 shares; 2025Q1: 32,864 shares; 2025Q2: 2,203 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,310 shares 3,310 $143K <0.01% +142 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 28,073 shares; 2025Q1: 44,079 shares; 2025Q2: 14,115 shares; 2025Q3: 13,640 shares; 2025Q4: 13,340 shares; 2026Q1: 13,371 shares 13,371 $142K <0.01% +31 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 16,471 shares; 2025Q1: 16,471 shares; 2025Q2: 16,471 shares; 2025Q3: 16,471 shares; 2025Q4: 34,429 shares; 2026Q1: 27,154 shares 27,154 $141K <0.01% -7,275 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,279 shares 25,279 $139K <0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 1,528 shares 1,528 $137K <0.01% +776 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,147 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,089 shares; 2026Q1: 1,098 shares 1,098 $135K <0.01% +9 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 5,239 shares; 2025Q1: 4,633 shares; 2025Q2: 4,085 shares; 2025Q3: 4,059 shares; 2025Q4: 5,982 shares; 2026Q1: 2,625 shares 2,625 $134K <0.01% -3,357 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,342 shares; 2025Q1: 2,242 shares; 2025Q2: 2,242 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,225 shares 2,225 $134K <0.01% -18 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $133K <0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,806 shares; 2024Q4: 19,933 shares; 2025Q1: 22,104 shares; 2025Q2: 18,777 shares; 2025Q3: 17,617 shares; 2025Q4: 10,331 shares; 2026Q1: 10,173 shares 10,173 $131K <0.01% -158 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,718 shares; 2025Q3: 2,744 shares; 2025Q4: 2,752 shares; 2026Q1: 3,405 shares 3,405 $131K <0.01% +653 Timeline GIFT GIFTIFY INC More: the full row for GIFTIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 25,000 shares; 2025Q3: 95,000 shares; 2025Q4: 86,553 shares; 2026Q1: 128,553 shares 128,553 $129K <0.01% +42,000 Timeline DSX DIANA SHIPPING INC More: the full row for DIANA SHIPPING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,286 shares; 2025Q2: 50,602 shares; 2025Q3: 50,863 shares; 2025Q4: 51,157 shares; 2026Q1: 51,367 shares 51,367 $128K <0.01% +210 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,059 shares; 2025Q4: 10,150 shares; 2026Q1: 20,056 shares 20,056 $128K <0.01% +9,906 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 2,408 shares 2,408 $128K <0.01% +1,280 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 1,914 shares; 2025Q1: 1,946 shares; 2025Q2: 1,706 shares; 2025Q3: 1,683 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $127K <0.01% 0 Timeline ELVA ELECTROVAYA INC More: the full row for ELECTROVAYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,850 shares 15,850 $124K <0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,826 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares 1,788 $123K <0.01% 0 Timeline VSECU VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,443 shares 2,443 $123K <0.01% new 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; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 13,434 shares; 2025Q1: 12,801 shares; 2025Q2: 6,859 shares; 2025Q3: 5,267 shares; 2025Q4: 4,703 shares; 2026Q1: 4,601 shares 4,601 $122K <0.01% -102 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares; 2025Q2: 21,920 shares; 2025Q3: 21,920 shares; 2025Q4: 23,620 shares; 2026Q1: 23,620 shares 23,620 $122K <0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,833 shares 14,833 $122K <0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,448 shares; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 4,376 shares 4,376 $121K <0.01% +1,928 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,755 shares; 2026Q1: 1,955 shares 1,955 $121K <0.01% +200 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,672 shares; 2024Q4: 17,592 shares; 2025Q1: 17,166 shares; 2025Q2: 16,543 shares; 2025Q3: 16,533 shares; 2025Q4: 16,547 shares; 2026Q1: 16,538 shares 16,538 $121K <0.01% -9 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 2,418 shares; 2026Q1: 2,753 shares 2,753 $120K <0.01% +335 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,600 shares; 2024Q4: 54,600 shares; 2025Q1: 45,600 shares; 2025Q2: 53,473 shares; 2025Q3: 45,700 shares; 2025Q4: 45,700 shares; 2026Q1: 45,900 shares 45,900 $120K <0.01% +200 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,158 shares 19,158 $120K <0.01% new Timeline HLLY HOLLEY INC More: the full row for HOLLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 5,300 shares; 2025Q1: 24,250 shares; 2025Q2: 21,900 shares; 2025Q3: 15,050 shares; 2025Q4: 38,550 shares; 2026Q1: 38,860 shares 38,860 $119K <0.01% +310 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares 3,244 $119K <0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,894 shares 10,894 $119K <0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares; 2026Q1: 90,000 shares 90,000 $118K <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; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 8,436 shares; 2025Q1: 5,780 shares; 2025Q2: 2,730 shares; 2025Q3: 2,500 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares 2,114 $118K <0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,098 shares 13,098 $118K <0.01% new Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 7,563 shares; 2025Q1: 6,063 shares; 2025Q2: not reported; 2025Q3: 12,650 shares; 2025Q4: 13,700 shares; 2026Q1: 12,300 shares 12,300 $117K <0.01% -1,400 Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,017 shares; 2024Q4: 47,017 shares; 2025Q1: 47,017 shares; 2025Q2: 47,017 shares; 2025Q3: 47,017 shares; 2025Q4: 47,017 shares; 2026Q1: 47,036 shares 47,036 $117K <0.01% +19 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 2,597 shares; 2025Q1: 2,373 shares; 2025Q2: 1,350 shares; 2025Q3: 1,052 shares; 2025Q4: 1,053 shares; 2026Q1: 1,055 shares 1,055 $115K <0.01% +2 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 2,883 shares; 2025Q1: 2,889 shares; 2025Q2: 2,770 shares; 2025Q3: 4,651 shares; 2025Q4: 1,909 shares; 2026Q1: 2,324 shares 2,324 $115K <0.01% +415 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 5,938 shares; 2025Q1: 4,887 shares; 2025Q2: 5,011 shares; 2025Q3: 3,730 shares; 2025Q4: 3,782 shares; 2026Q1: 2,430 shares 2,430 $114K <0.01% -1,352 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 12,545 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545 $114K <0.01% 0 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,141 shares; 2025Q4: 15,154 shares; 2026Q1: 15,515 shares 15,515 $113K <0.01% +361 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares; 2026Q1: 1,866 shares 1,866 $113K <0.01% +1,592 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 6,357 shares; 2025Q1: 5,408 shares; 2025Q2: 5,188 shares; 2025Q3: 4,992 shares; 2025Q4: 6,463 shares; 2026Q1: 4,217 shares 4,217 $111K <0.01% -2,246 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares 2,428 $110K <0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares 3,259 $110K <0.01% 0 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,917 shares; 2024Q4: 23,508 shares; 2025Q1: 14,660 shares; 2025Q2: 34,635 shares; 2025Q3: 34,635 shares; 2025Q4: 41,044 shares; 2026Q1: 41,691 shares 41,691 $108K <0.01% +647 Timeline NEPH NEPHROS INC More: the full row for NEPHROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,249 shares; 2024Q4: 36,249 shares; 2025Q1: 36,249 shares; 2025Q2: 36,249 shares; 2025Q3: 36,249 shares; 2025Q4: 36,249 shares; 2026Q1: 36,249 shares 36,249 $108K <0.01% 0 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,650 shares; 2025Q1: 3,000 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $107K <0.01% 0 Timeline VERU VERU INC More: the full row for VERU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $106K <0.01% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 3,287 shares; 2025Q2: 3,290 shares; 2025Q3: 2,090 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091 $102K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,174 shares; 2025Q1: 971 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 885 shares; 2026Q1: 1,101 shares 1,101 $102K <0.01% +216 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,923 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares 4,560 $101K <0.01% 0 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,315 shares; 2025Q4: 15,904 shares; 2026Q1: 25,655 shares 25,655 $99.5K <0.01% +9,751 Timeline KELYA KELLY SVCS INC More: the full row for KELLY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,944 shares; 2025Q1: 12,842 shares; 2025Q2: 16,331 shares; 2025Q3: 11,000 shares; 2025Q4: 11,003 shares; 2026Q1: 11,115 shares 11,115 $98.4K <0.01% +112 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,774 shares; 2025Q1: 4,430 shares; 2025Q2: 5,336 shares; 2025Q3: 5,179 shares; 2025Q4: 5,809 shares; 2026Q1: 4,558 shares 4,558 $98K <0.01% -1,251 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $97.7K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,215 shares 12,215 $97K <0.01% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,200 shares; 2026Q1: 1,000 shares 1,000 $97K <0.01% -200 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 1,064 shares; 2025Q1: 764 shares; 2025Q2: 1,089 shares; 2025Q3: 1,741 shares; 2025Q4: 682 shares; 2026Q1: 982 shares 982 $96.9K <0.01% +300 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; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 76 shares; 2025Q1: 77 shares; 2025Q2: 2,728 shares; 2025Q3: 2,730 shares; 2025Q4: 2,731 shares; 2026Q1: 5,250 shares 5,250 $96.6K <0.01% +2,519 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,841 shares 2,841 $94.6K <0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,899 shares 1,899 $94.4K <0.01% +122 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 386 shares; 2025Q3: 275 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $93.5K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 677 shares; 2025Q2: 681 shares; 2025Q3: 3,202 shares; 2025Q4: 3,462 shares; 2026Q1: 3,464 shares 3,464 $93.2K <0.01% +2 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 4,951 shares; 2025Q1: 4,275 shares; 2025Q2: 4,043 shares; 2025Q3: 4,126 shares; 2025Q4: 3,000 shares; 2026Q1: 3,028 shares 3,028 $93.2K <0.01% +28 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; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 26,200 shares; 2025Q1: 33,700 shares; 2025Q2: 33,700 shares; 2025Q3: 16,200 shares; 2025Q4: 13,700 shares; 2026Q1: 13,500 shares 13,500 $93.2K <0.01% -200 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737,022 shares; 2024Q4: 1,664,244 shares; 2025Q1: 1,686,169 shares; 2025Q2: 1,741,932 shares; 2025Q3: 1,717,439 shares; 2025Q4: 1,426,995 shares; 2026Q1: 14,337 shares 14,337 $92.9K <0.01% -1,412,658 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,275 shares; 2026Q1: 38,275 shares 38,275 $92.6K <0.01% +1,000 Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,521 shares; 2024Q4: 264,483 shares; 2025Q1: 213,437 shares; 2025Q2: 152,302 shares; 2025Q3: 126,785 shares; 2025Q4: 45,095 shares; 2026Q1: 16,196 shares 16,196 $92.3K <0.01% -28,899 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 114,500 shares; 2025Q2: 77,000 shares; 2025Q3: 77,033 shares; 2025Q4: 74,000 shares; 2026Q1: 30,061 shares 30,061 $92.3K <0.01% -43,939 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,677 shares; 2024Q4: 114,821 shares; 2025Q1: 114,777 shares; 2025Q2: 114,777 shares; 2025Q3: not reported; 2025Q4: 10,789 shares; 2026Q1: 10,872 shares 10,872 $91.9K <0.01% +83 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,112 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares 2,113 $91.7K <0.01% 0 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,500 shares 18,500 $90.8K <0.01% new Timeline BELFA BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $90.1K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 914 shares; 2025Q3: 911 shares; 2025Q4: 713 shares; 2026Q1: 712 shares 712 $88.9K <0.01% -1 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 325 shares; 2025Q1: 330 shares; 2025Q2: 353 shares; 2025Q3: 872 shares; 2025Q4: 873 shares; 2026Q1: 873 shares 873 $88.1K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,221 shares; 2025Q1: 2,599 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,931 shares; 2026Q1: 1,881 shares 1,881 $87.4K <0.01% -50 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,718 shares; 2025Q1: 6,123 shares; 2025Q2: 5,192 shares; 2025Q3: 5,614 shares; 2025Q4: 5,678 shares; 2026Q1: 4,177 shares 4,177 $87.3K <0.01% -1,501 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,434 shares; 2026Q1: 28,223 shares 28,223 $86.9K <0.01% -28,211 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,600 shares; 2026Q1: 10,825 shares 10,825 $86.9K <0.01% -775 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,232 shares; 2024Q4: 10,632 shares; 2025Q1: 10,632 shares; 2025Q2: 4,127 shares; 2025Q3: 1,415 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $85.7K <0.01% 0 Timeline GSY 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; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,763 shares; 2025Q1: 1,702 shares; 2025Q2: 1,704 shares; 2025Q3: 1,706 shares; 2025Q4: 1,708 shares; 2026Q1: 1,710 shares 1,710 $85.7K <0.01% +2 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 2,328 shares; 2025Q1: 2,327 shares; 2025Q2: 2,353 shares; 2025Q3: 2,221 shares; 2025Q4: 2,295 shares; 2026Q1: 2,314 shares 2,314 $85.2K <0.01% +19 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,578 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $84.6K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,567 shares; 2025Q3: 5,702 shares; 2025Q4: 6,124 shares; 2026Q1: 1,567 shares 1,567 $84.4K <0.01% -4,557 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,516 shares; 2024Q4: 32,342 shares; 2025Q1: 4,800 shares; 2025Q2: 5,232 shares; 2025Q3: 3,957 shares; 2025Q4: not reported; 2026Q1: 1,479 shares 1,479 $83.5K <0.01% new Timeline PRTH PRIORITY TECHNOLOGY HLDGS IN More: the full row for PRIORITY TECHNOLOGY HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares; 2026Q1: 17,453 shares 17,453 $82.4K <0.01% -8 Timeline CLYM CLIMB BIO INC More: the full row for CLIMB BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 12,000 shares 12,000 $82.2K <0.01% +1,000 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 203 shares 203 $82.1K <0.01% +183 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,965 shares; 2026Q1: 12,648 shares 12,648 $81.8K <0.01% -11,317 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $81.4K <0.01% new Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 1,552 shares; 2025Q4: 1,565 shares; 2026Q1: 1,769 shares 1,769 $81.4K <0.01% +204 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $81.3K <0.01% 0 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $80.5K <0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,154 shares; 2025Q2: 1,314 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $80.3K <0.01% 0 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 916 shares 916 $80.2K <0.01% +516 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156,115 shares; 2024Q4: 1,658,988 shares; 2025Q1: 624,640 shares; 2025Q2: 444,274 shares; 2025Q3: 438,931 shares; 2025Q4: 43,206 shares; 2026Q1: 35,039 shares 35,039 $79.9K <0.01% -8,167 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $79.2K <0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,428 shares 27,428 $79K <0.01% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 2,750 shares; 2026Q1: 2,650 shares 2,650 $78.8K <0.01% -100 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,826 shares; 2025Q3: 2,916 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares 2,636 $77.6K <0.01% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,117 shares; 2026Q1: 1,924 shares 1,924 $77.1K <0.01% -1,193 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,044 shares; 2025Q1: 1,974 shares; 2025Q2: 1,928 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,746 shares 1,746 $76.5K <0.01% -124 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,079 shares 30,079 $75.2K <0.01% +79 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 575 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,115 shares 2,115 $75K <0.01% +115 Timeline SVV SAVERS VALUE VLG INC More: the full row for SAVERS VALUE VLG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,035 shares 10,035 $74.7K <0.01% +35 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,874 shares; 2025Q1: 1,875 shares; 2025Q2: 1,878 shares; 2025Q3: 1,881 shares; 2025Q4: 1,883 shares; 2026Q1: 1,884 shares 1,884 $74.4K <0.01% +1 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: 1,182 shares 1,182 $74.3K <0.01% +8 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,040 shares 30,040 $73.3K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,924 shares; 2025Q4: 21,419 shares; 2026Q1: 34,528 shares 34,528 $73.2K <0.01% +13,109 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares 1,787 $71.7K <0.01% new Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,134 shares; 2024Q4: 223,958 shares; 2025Q1: 206,506 shares; 2025Q2: 237,511 shares; 2025Q3: 249,838 shares; 2025Q4: 258,464 shares; 2026Q1: 102,540 shares 102,540 $71.6K <0.01% -155,924 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,794 shares; 2025Q1: 3,809 shares; 2025Q2: 3,850 shares; 2025Q3: 3,771 shares; 2025Q4: 3,912 shares; 2026Q1: 2,840 shares 2,840 $70.9K <0.01% -1,072 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 9,853 shares; 2025Q1: 9,854 shares; 2025Q2: 9,452 shares; 2025Q3: 9,452 shares; 2025Q4: 9,452 shares; 2026Q1: 1,039 shares 1,039 $70.8K <0.01% -8,413 Timeline RMCO ROYALTY MGMT HLDG CORP More: the full row for ROYALTY MGMT HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,932 shares; 2026Q1: 23,782 shares 23,782 $70.6K <0.01% -4,150 Timeline PETS PETMED EXPRESS INC More: the full row for PETMED EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,400 shares 30,400 $69.3K <0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 1,486 shares; 2025Q4: 2,058 shares; 2026Q1: 2,998 shares 2,998 $68.9K <0.01% +940 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 700 shares 700 $67.9K <0.01% +375 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,131 shares; 2024Q4: 45,171 shares; 2025Q1: 45,171 shares; 2025Q2: 45,171 shares; 2025Q3: 45,171 shares; 2025Q4: 43,211 shares; 2026Q1: 43,216 shares 43,216 $67.8K <0.01% +5 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,222 shares; 2024Q4: 37,272 shares; 2025Q1: 12,272 shares; 2025Q2: 10,131 shares; 2025Q3: 10,631 shares; 2025Q4: 11,885 shares; 2026Q1: 11,667 shares 11,667 $67.5K <0.01% -218 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,366 shares; 2025Q1: 6,366 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares 2,505 $67.5K <0.01% 0 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 7,111 shares; 2025Q1: 2,811 shares; 2025Q2: 2,771 shares; 2025Q3: 1,999 shares; 2025Q4: 1,234 shares; 2026Q1: 1,099 shares 1,099 $65.9K <0.01% -135 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,924 shares; 2026Q1: 15,941 shares 15,941 $65.7K <0.01% -983 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $65.5K <0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 772 shares 772 $64.8K <0.01% +703 Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,039 shares; 2024Q4: 23,039 shares; 2025Q1: 23,039 shares; 2025Q2: 22,089 shares; 2025Q3: 25,089 shares; 2025Q4: 26,339 shares; 2026Q1: 28,839 shares 28,839 $64K <0.01% +2,500 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,330 shares 14,330 $63.9K <0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 6,626 shares; 2025Q1: 6,236 shares; 2025Q2: 1,044 shares; 2025Q3: 1,014 shares; 2025Q4: 915 shares; 2026Q1: 842 shares 842 $63.6K <0.01% -73 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 3,823 shares; 2025Q1: 3,723 shares; 2025Q2: 2,896 shares; 2025Q3: 2,826 shares; 2025Q4: 2,741 shares; 2026Q1: 2,741 shares 2,741 $63.3K <0.01% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $63.1K <0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $63K <0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $62K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 11,337 shares; 2024Q4: 10,032 shares; 2025Q1: 10,032 shares; 2025Q2: 9,932 shares; 2025Q3: 9,932 shares; 2025Q4: 7,482 shares; 2026Q1: 13,320 shares 13,320 $61.4K <0.01% +5,838 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,560 shares; 2025Q1: 1,215 shares; 2025Q2: 1,309 shares; 2025Q3: 1,312 shares; 2025Q4: 1,639 shares; 2026Q1: 965 shares 965 $60.7K <0.01% -674 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,565 shares 14,565 $60.4K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,974 shares; 2024Q4: 456,307 shares; 2025Q1: 451,284 shares; 2025Q2: 78,100 shares; 2025Q3: 41,174 shares; 2025Q4: 11,145 shares; 2026Q1: 11,665 shares 11,665 $60.3K <0.01% +520 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 414 shares; 2025Q1: 329 shares; 2025Q2: 1,154 shares; 2025Q3: 470 shares; 2025Q4: 1,457 shares; 2026Q1: 628 shares 628 $60.1K <0.01% -829 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: not reported; 2025Q1: 4,089 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,350 shares; 2026Q1: 3,175 shares 3,175 $59.4K <0.01% -175 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,325 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $59.3K <0.01% 0 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,002 shares; 2025Q3: 16,002 shares; 2025Q4: 26,002 shares; 2026Q1: 14,005 shares 14,005 $59.2K <0.01% -11,997 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 4,026 shares; 2025Q1: 1,772 shares; 2025Q2: 687 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $58.5K <0.01% 0 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $58.4K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $58.2K <0.01% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062 $58.2K <0.01% 0 Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $57.5K <0.01% 0 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $56.9K <0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,267 shares; 2024Q4: 33,267 shares; 2025Q1: 24,466 shares; 2025Q2: 24,466 shares; 2025Q3: 24,466 shares; 2025Q4: 27,466 shares; 2026Q1: 12,466 shares 12,466 $56.7K <0.01% -15,000 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $56.7K <0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $55.9K <0.01% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $55.6K <0.01% 0 Timeline IVA INVENTIVA SA More: the full row for INVENTIVA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $55.5K <0.01% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 371 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 398 shares; 2025Q4: 318 shares; 2026Q1: 275 shares 275 $55.2K <0.01% -43 Timeline NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $54.4K <0.01% 0 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $54.1K <0.01% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,037 shares 10,037 $54K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $53.4K <0.01% 0 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 823 shares 823 $53.4K <0.01% +261 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $53.3K <0.01% new Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,351 shares; 2025Q4: 1,321 shares; 2026Q1: 1,311 shares 1,311 $51.9K <0.01% -10 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,458 shares; 2025Q1: 1,910 shares; 2025Q2: 1,913 shares; 2025Q3: 856 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $51.9K <0.01% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $50.9K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $49.7K <0.01% new Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,830 shares; 2024Q4: 36,830 shares; 2025Q1: 36,830 shares; 2025Q2: 36,830 shares; 2025Q3: 35,293 shares; 2025Q4: 30,390 shares; 2026Q1: 30,018 shares 30,018 $48.9K <0.01% -372 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 2,138 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 677 shares 677 $47.5K <0.01% -75 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $47.1K <0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $47.1K <0.01% 0 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,750 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $46.9K <0.01% 0 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $46.2K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 389 shares; 2025Q4: 390 shares; 2026Q1: 1,010 shares 1,010 $45.2K <0.01% +620 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 543 shares; 2025Q1: 37 shares; 2025Q2: 348 shares; 2025Q3: 284 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $45K <0.01% 0 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares 500 $44.8K <0.01% -100 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,520 shares; 2026Q1: 13,511 shares 13,511 $44.7K <0.01% +991 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,516 shares 14,516 $44.7K <0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,400 shares; 2026Q1: 73,952 shares 73,952 $43.1K <0.01% +49,552 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares 1,211 $42.9K <0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,987 shares; 2026Q1: 479 shares 479 $42.3K <0.01% -3,508 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $42.3K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 633 shares 633 $41.8K <0.01% -198 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 246 shares; 2025Q4: 728 shares; 2026Q1: 691 shares 691 $41.3K <0.01% -37 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 1,620 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $40.9K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 527 shares; 2025Q4: 737 shares; 2026Q1: 867 shares 867 $40.3K <0.01% +130 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,306 shares; 2024Q4: 19,856 shares; 2025Q1: 5,141 shares; 2025Q2: 3,674 shares; 2025Q3: 3,688 shares; 2025Q4: 5,164 shares; 2026Q1: 6,752 shares 6,752 $39.9K <0.01% +1,588 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,649 shares; 2025Q1: 4,985 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,185 shares 2,185 $39.2K <0.01% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $38.7K <0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 324 shares 324 $38.7K <0.01% +24 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 1,140 shares; 2026Q1: 330 shares 330 $38.7K <0.01% -810 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 483 shares; 2025Q1: 484 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 394 shares; 2026Q1: 399 shares 399 $38.6K <0.01% +5 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,048 shares; 2025Q1: 972 shares; 2025Q2: 3,572 shares; 2025Q3: 1,026 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $38.6K <0.01% 0 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 535 shares 535 $38.4K <0.01% +235 SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 500 shares 500 $37.6K <0.01% -100 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $37.5K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $37.2K <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 890 shares; 2025Q3: 893 shares; 2025Q4: 896 shares; 2026Q1: 1,146 shares 1,146 $36.9K <0.01% +250 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,775 shares 11,775 $35.9K <0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 8,733 shares; 2025Q1: 9,280 shares; 2025Q2: 10,112 shares; 2025Q3: 11,216 shares; 2025Q4: 8,660 shares; 2026Q1: 3,805 shares 3,805 $35.4K <0.01% -4,855 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $34.9K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 57,115 shares; 2025Q4: 55,000 shares; 2026Q1: 55,094 shares 55,094 $34.7K <0.01% +94 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 289 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 188 shares 188 $34.1K <0.01% -46 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 568 shares; 2025Q4: 440 shares; 2026Q1: 323 shares 323 $33.6K <0.01% -117 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $33.2K <0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 400 shares; 2026Q1: 390 shares 390 $32.5K <0.01% -10 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $31.9K <0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $30.9K <0.01% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,775 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $29.7K <0.01% 0 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 818 shares; 2025Q4: 1,018 shares; 2026Q1: 818 shares 818 $29.2K <0.01% -200 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296 $28.5K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 441 shares; 2025Q4: 1,010 shares; 2026Q1: 441 shares 441 $28.2K <0.01% -569 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 224 shares; 2025Q1: 448 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 410 shares 410 $27.9K <0.01% -147 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 523 shares 523 $27.5K <0.01% +333 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 466 shares; 2025Q1: 467 shares; 2025Q2: 469 shares; 2025Q3: 471 shares; 2025Q4: 473 shares; 2026Q1: 474 shares 474 $26.4K <0.01% +1 Timeline AWRE AWARE INC MASS More: the full row for AWARE INC MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,964 shares; 2024Q4: 21,964 shares; 2025Q1: 20,964 shares; 2025Q2: 20,964 shares; 2025Q3: 20,964 shares; 2025Q4: 20,964 shares; 2026Q1: 20,964 shares 20,964 $26.2K <0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 499 shares; 2025Q3: 328 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $25.9K <0.01% 0 Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $25.7K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $25.4K <0.01% 0 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $25.3K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 715 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 600 shares 600 $25.1K <0.01% +560 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,067 shares 20,067 $25.1K <0.01% +67 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 11,792 shares; 2025Q1: 10,277 shares; 2025Q2: 7,070 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 553 shares 553 $24.8K <0.01% -3,155 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,155 shares 46,155 $23.8K <0.01% new Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.5K <0.01% 0 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares 580 $23.3K <0.01% new IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $22.5K <0.01% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $22K <0.01% 0 Timeline BRF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $22K <0.01% 0 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares 373 $21.8K <0.01% new DLPN DOLPHIN ENTMT INC More: the full row for DOLPHIN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,552 shares; 2025Q2: 14,552 shares; 2025Q3: 14,552 shares; 2025Q4: 14,552 shares; 2026Q1: 14,552 shares 14,552 $21.4K <0.01% 0 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,223 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $20.6K <0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 35,031 shares; 2025Q1: 32,136 shares; 2025Q2: 433 shares; 2025Q3: 258 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $20.3K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 8,350 shares; 2025Q1: 6,356 shares; 2025Q2: 5,225 shares; 2025Q3: 1,883 shares; 2025Q4: 1,885 shares; 2026Q1: 650 shares 650 $19K <0.01% -1,235 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $18.3K <0.01% 0 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 421 shares 421 $18.2K <0.01% +6 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.2K <0.01% 0 Timeline HOLLEY INC HOLLEY INC More: the full row for HOLLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 155,900 shares; 2025Q1: 401,489 shares; 2025Q2: 401,489 shares; 2025Q3: 401,489 shares; 2025Q4: 407,489 shares; 2026Q1: 362,070 shares 362,070 $18.2K <0.01% -45,419 ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $18.1K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 665 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $18.1K <0.01% 0 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $18.1K <0.01% new STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $18K <0.01% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $18K <0.01% 0 Timeline PBR-A 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 1,088 shares; 2026Q1: 957 shares 957 $17.9K <0.01% -131 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 75 shares; 2025Q1: 642 shares; 2025Q2: 129 shares; 2025Q3: 366 shares; 2025Q4: 527 shares; 2026Q1: 357 shares 357 $17.7K <0.01% -170 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 785 shares 785 $17.6K <0.01% -1 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 3,061 shares; 2025Q1: 3,545 shares; 2025Q2: 2,822 shares; 2025Q3: 2,987 shares; 2025Q4: 2,619 shares; 2026Q1: 600 shares 600 $17.2K <0.01% -2,019 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305 $17.1K <0.01% new Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 284 shares; 2026Q1: 331 shares 331 $16.8K <0.01% +47 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,943 shares; 2025Q1: 441 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $16.5K <0.01% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 242 shares; 2025Q1: 244 shares; 2025Q2: 318 shares; 2025Q3: 320 shares; 2025Q4: 437 shares; 2026Q1: 324 shares 324 $16.4K <0.01% -113 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $16.3K <0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,085 shares; 2025Q1: 3,355 shares; 2025Q2: 3,256 shares; 2025Q3: 3,274 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589 $15.8K <0.01% 0 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $15.4K <0.01% new Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 215 shares; 2025Q1: 176 shares; 2025Q2: 184 shares; 2025Q3: 180 shares; 2025Q4: 232 shares; 2026Q1: 197 shares 197 $15.4K <0.01% -35 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $15.4K <0.01% 0 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $14.9K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,445 shares; 2025Q1: 818 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 855 shares; 2026Q1: 336 shares 336 $14.4K <0.01% -519 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares 245 $14.4K <0.01% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14.2K <0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 701 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $14.2K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $14.2K <0.01% 0 Timeline TMCI TREACE MED CONCEPTS INC More: the full row for TREACE MED CONCEPTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 10,080 shares; 2026Q1: 10,482 shares 10,482 $14K <0.01% +402 Timeline GURU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $13.9K <0.01% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $13.8K <0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 244 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 144 shares 144 $13.6K <0.01% -834 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 350 shares 350 $13.6K <0.01% +250 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $13K <0.01% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,410 shares; 2025Q1: 1,480 shares; 2025Q2: 1,395 shares; 2025Q3: 1,385 shares; 2025Q4: 220 shares; 2026Q1: 205 shares 205 $12.9K <0.01% -15 Timeline HTZWW 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; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: 5,602 shares; 2026Q1: 5,602 shares 5,602 $12.8K <0.01% 0 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.2K <0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $12.2K <0.01% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $12.1K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $12K <0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 249 shares; 2025Q1: 252 shares; 2025Q2: 255 shares; 2025Q3: 259 shares; 2025Q4: 262 shares; 2026Q1: 265 shares 265 $11.9K <0.01% +3 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 785 shares; 2025Q3: 729 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $11.6K <0.01% 0 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $11.4K <0.01% 0 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.3K <0.01% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $10.5K <0.01% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 51 shares; 2025Q4: 141 shares; 2026Q1: 199 shares 199 $9.99K <0.01% +58 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $9.81K <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; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $9.76K <0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 323 shares; 2025Q4: 656 shares; 2026Q1: 435 shares 435 $9.66K <0.01% -221 Timeline PIII P3 HEALTH PARTNERS INC More: the full row for P3 HEALTH PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 3,096 shares; 2025Q4: 3,092 shares; 2026Q1: 3,092 shares 3,092 $9.52K <0.01% 0 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,959 shares; 2024Q4: 282,859 shares; 2025Q1: 250,789 shares; 2025Q2: 248,002 shares; 2025Q3: 13,502 shares; 2025Q4: 13,500 shares; 2026Q1: 13,516 shares 13,516 $9.49K <0.01% +16 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 323 shares 323 $9.35K <0.01% +300 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.3K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 255 shares; 2025Q2: 250 shares; 2025Q3: 266 shares; 2025Q4: 698 shares; 2026Q1: 321 shares 321 $9.22K <0.01% -377 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 117 shares; 2025Q3: 92 shares; 2025Q4: 125 shares; 2026Q1: 210 shares 210 $8.76K <0.01% +85 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $8.74K <0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 168 shares; 2026Q1: 169 shares 169 $8.64K <0.01% +1 Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $8.6K <0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 1,820 shares; 2025Q1: 838 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 491 shares; 2026Q1: 383 shares 383 $8.57K <0.01% -108 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 8,817 shares; 2025Q1: 6,595 shares; 2025Q2: 2,874 shares; 2025Q3: 2,799 shares; 2025Q4: 2,434 shares; 2026Q1: 1,536 shares 1,536 $8.37K <0.01% -898 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $8.33K <0.01% 0 Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $7.95K <0.01% 0 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 279 shares; 2025Q1: 280 shares; 2025Q2: 281 shares; 2025Q3: 283 shares; 2025Q4: 284 shares; 2026Q1: 286 shares 286 $7.94K <0.01% +2 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $7.63K <0.01% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $7.61K <0.01% 0 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7.51K <0.01% 0 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $7.01K <0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 99 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 133 shares 133 $6.96K <0.01% -65 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $6.82K <0.01% 0 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $6.44K <0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $6.37K <0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 3,829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $6.29K <0.01% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 315 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $6.29K <0.01% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.23K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 224 shares 224 $6K <0.01% +60 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 424 shares; 2025Q2: 399 shares; 2025Q3: 327 shares; 2025Q4: 257 shares; 2026Q1: 42 shares 42 $5.78K <0.01% -215 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.78K <0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $5.16K <0.01% 0 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 116 shares 116 $5.01K <0.01% +82 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 60 shares; 2025Q1: 50 shares; 2025Q2: 45 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 72 shares 72 $5K <0.01% +37 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $4.48K <0.01% 0 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $4.38K <0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 794 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $4.31K <0.01% 0 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $4.28K <0.01% 0 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $4.02K <0.01% 0 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $3.89K <0.01% 0 Timeline IMMP IMMUTEP LTD More: the full row for IMMUTEP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,569 shares; 2025Q4: 18,569 shares; 2026Q1: 11,000 shares 11,000 $3.86K <0.01% -7,569 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,743 shares; 2025Q1: 2,849 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $3.78K <0.01% 0 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares 81 $3.65K <0.01% new EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $3.63K <0.01% 0 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $3.45K <0.01% 0 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $3.32K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $3.16K <0.01% 0 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $2.99K <0.01% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $2.93K <0.01% 0 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $2.87K <0.01% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2.82K <0.01% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $2.39K <0.01% new Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $2.39K <0.01% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 681 shares; 2025Q1: 727 shares; 2025Q2: 646 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 25 shares 25 $2.33K <0.01% -146 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $2.32K <0.01% new Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.26K <0.01% 0 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $2.24K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $2.23K <0.01% 0 Timeline EDEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 75 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $2.2K <0.01% 0 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 1,350 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $2.06K <0.01% 0 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.03K <0.01% 0 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $1.98K <0.01% 0 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $1.82K <0.01% 0 Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $1.81K <0.01% 0 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $1.63K <0.01% 0 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 85 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.61K <0.01% 0 Timeline PGJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 154 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $1.55K <0.01% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $1.53K <0.01% 0 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76 $1.37K <0.01% new Timeline OPPFI INC OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,500 shares; 2026Q1: 10,500 shares 10,500 $1.36K <0.01% -1,000 PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.2K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.17K <0.01% 0 Timeline BBC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $1.17K <0.01% new Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 34 shares; 2025Q1: 38 shares; 2025Q2: 34 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $1.16K <0.01% 0 Timeline SMRI EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.06K <0.01% 0 Timeline OPENW OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,666 shares 1,666 $1.01K <0.01% -64 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 6,562 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,226 shares; 2025Q4: 2,227 shares; 2026Q1: 18 shares 18 $995 <0.01% -2,209 Timeline VIVID SEATS INC VIVID SEATS INC More: the full row for VIVID SEATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 21,500 shares; 2026Q1: 20,000 shares 20,000 $990 <0.01% -1,500 VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 855 shares; 2025Q1: 656 shares; 2025Q2: 894 shares; 2025Q3: 449 shares; 2025Q4: 381 shares; 2026Q1: 12 shares 12 $897 <0.01% -369 Timeline QQQS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $843 <0.01% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $653 <0.01% new Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $629 <0.01% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $504 <0.01% 0 Timeline OPENL OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,666 shares 1,666 $410 <0.01% -64 Timeline OPENZ OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,666 shares 1,666 $392 <0.01% -64 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $318 <0.01% 0 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares 36 $278 <0.01% new Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 2 shares 2 $269 <0.01% -5 Timeline SRS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $48 <0.01% 0 Timeline PIIIW P3 HEALTH PARTNERS INC More: the full row for P3 HEALTH PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: not reported; 2025Q2: 7,765 shares; 2025Q3: 8,598 shares; 2025Q4: 8,598 shares; 2026Q1: 8,598 shares 8,598 $43 <0.01% 0 Timeline