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Blue Trust, Inc.

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13F filer, CIK 1856022, BRENTWOOD, TN

Blue Trust, Inc. reported $8,739,240,691 across 2,506 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 53.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001856022-26-000003

Period
2026-03-31
Reported value
$8.74B
Holdings
2,506
Top 10 weight
53.35%
New
194
Sold out
220

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGITadded+966,134$57.5M
IEFadded+354,797$33.9M
VCITadded+172,903$14.3M
VGSHadded+235,199$13.8M
VBNDadded+276,734$12M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MBBreduced-294,983-$28M
VGKreduced-287,019-$23.7M
IUSVreduced-162,284-$16.6M
VIDIreduced-436,163-$15.8M
IPACreduced-202,635-$15.5M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001856022-26-000003, largest first. % of portfolio is the value over $8,737,321,815, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,027 shares; 2025Q1: 1,062 shares; 2025Q2: 1,098 shares; 2025Q3: 1,101 shares; 2025Q4: 598 shares; 2026Q1: 536 shares 536$31.7K<0.01%-62Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 373 shares 373$31.5K<0.01%0Timeline
AMPHAMPHASTAR PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,216 shares; 2025Q1: 1,459 shares; 2025Q2: 1,776 shares; 2025Q3: 1,768 shares; 2025Q4: 1,240 shares; 2026Q1: 1,607 shares 1,607$31.5K<0.01%+367Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,943 shares; 2025Q1: 7,066 shares; 2025Q2: 7,894 shares; 2025Q3: 3,230 shares; 2025Q4: 2,963 shares; 2026Q1: 2,489 shares 2,489$31.4K<0.01%-474Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 1,174 shares; 2026Q1: 858 shares 858$31.4K<0.01%-316Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 306 shares; 2025Q2: 332 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 544 shares 544$31.4K<0.01%+301Timeline
MSBIMIDLAND STATES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400$31.2K<0.01%0Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833$31K<0.01%0Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462$31K<0.01%0Timeline
SIISPROTT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215$30.7K<0.01%0Timeline
TCPBTHRIVENT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares 605$30.7K<0.01%newTimeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 397 shares; 2025Q2: 401 shares; 2025Q3: 405 shares; 2025Q4: 408 shares; 2026Q1: 1,347 shares 1,347$30.4K<0.01%+939Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 554 shares; 2025Q2: 583 shares; 2025Q3: 342 shares; 2025Q4: 307 shares; 2026Q1: 643 shares 643$30.3K<0.01%+336Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 314 shares 314$30.2K<0.01%0Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499$30.2K<0.01%0Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,798 shares; 2025Q1: 2,106 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 452 shares; 2026Q1: 554 shares 554$30.1K<0.01%+102Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 583 shares; 2025Q2: 499 shares; 2025Q3: 776 shares; 2025Q4: 294 shares; 2026Q1: 255 shares 255$30.1K<0.01%-39Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179$30K<0.01%newTimeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 737 shares; 2025Q2: 909 shares; 2025Q3: 1,790 shares; 2025Q4: 1,828 shares; 2026Q1: 1,642 shares 1,642$30K<0.01%-186Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 542 shares; 2025Q1: 544 shares; 2025Q2: 914 shares; 2025Q3: 247 shares; 2025Q4: 184 shares; 2026Q1: 146 shares 146$30K<0.01%-38Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 3,444 shares; 2025Q2: 3,093 shares; 2025Q3: 3,626 shares; 2025Q4: 2,106 shares; 2026Q1: 2,101 shares 2,101$30K<0.01%-5Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,021 shares; 2025Q1: 9,614 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares 1,038$29.5K<0.01%0Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 159 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 118 shares 118$29.5K<0.01%-29Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 640 shares; 2025Q2: 465 shares; 2025Q3: 641 shares; 2025Q4: 459 shares; 2026Q1: 424 shares 424$29.4K<0.01%-35Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 68 shares; 2025Q2: 314 shares; 2025Q3: 340 shares; 2025Q4: 323 shares; 2026Q1: 633 shares 633$29.4K<0.01%+310Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 55 shares; 2025Q2: 338 shares; 2025Q3: 334 shares; 2025Q4: 668 shares; 2026Q1: 587 shares 587$29.3K<0.01%-81Timeline
KENKENON HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares 356$29.3K<0.01%newTimeline
UROYURANIUM RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$29.2K<0.01%0Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 110 shares; 2026Q1: 563 shares 563$29.1K<0.01%+453Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 1,052 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 767 shares; 2026Q1: 761 shares 761$28.9K<0.01%-6Timeline
DBEUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,874 shares; 2025Q1: 8,874 shares; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592$28.8K<0.01%0Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,608 shares; 2025Q2: 1,351 shares; 2025Q3: 569 shares; 2025Q4: 219 shares; 2026Q1: 274 shares 274$28.7K<0.01%+55Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 296 shares; 2025Q2: 200 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371$28.6K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 317 shares; 2025Q2: 206 shares; 2025Q3: 216 shares; 2025Q4: 136 shares; 2026Q1: 156 shares 156$28.5K<0.01%+20Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 52 shares 52$28.1K<0.01%+38Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 311 shares; 2025Q2: 366 shares; 2025Q3: 714 shares; 2025Q4: 515 shares; 2026Q1: 446 shares 446$28K<0.01%-69Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 672 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371$28K<0.01%0Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: 623 shares; 2025Q2: 667 shares; 2025Q3: 690 shares; 2025Q4: 662 shares; 2026Q1: 654 shares 654$27.8K<0.01%-8Timeline
BBWBUILD-A-BEAR WORKSHOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 668 shares; 2026Q1: 737 shares 737$27.6K<0.01%+69Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 187 shares; 2025Q2: 185 shares; 2025Q3: 385 shares; 2025Q4: 187 shares; 2026Q1: 166 shares 166$27.5K<0.01%-21Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$27.5K<0.01%0Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 459 shares; 2025Q2: 475 shares; 2025Q3: 554 shares; 2025Q4: 384 shares; 2026Q1: 477 shares 477$27.4K<0.01%+93Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 1 shares; 2025Q4: 667 shares; 2026Q1: 353 shares 353$27.3K<0.01%-314Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,424 shares; 2025Q1: 1,281 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 416 shares; 2026Q1: 291 shares 291$27.3K<0.01%-125Timeline
NHCNATIONAL HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 670 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 189 shares; 2026Q1: 171 shares 171$27.3K<0.01%-18Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares 588$27.3K<0.01%newTimeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 742 shares; 2025Q1: 781 shares; 2025Q2: 2,161 shares; 2025Q3: 1,560 shares; 2025Q4: 1,164 shares; 2026Q1: 469 shares 469$27.3K<0.01%-695Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 581 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582$27.2K<0.01%0Timeline
VETVERMILION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,225 shares; 2025Q1: 6,274 shares; 2025Q2: 7,778 shares; 2025Q3: 9,249 shares; 2025Q4: 2,030 shares; 2026Q1: 1,975 shares 1,975$27.2K<0.01%-55Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 906 shares; 2025Q2: 915 shares; 2025Q3: 924 shares; 2025Q4: 541 shares; 2026Q1: 548 shares 548$27.2K<0.01%+7Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 565 shares 565$27.1K<0.01%0Timeline
CMDBCOSTAMARE BULKERS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 1,977 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares 1,752$27.1K<0.01%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 309 shares; 2025Q2: 325 shares; 2025Q3: 36 shares; 2025Q4: 89 shares; 2026Q1: 158 shares 158$27.1K<0.01%+69Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 302 shares; 2026Q1: 293 shares 293$27K<0.01%-9Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 350 shares; 2025Q2: 380 shares; 2025Q3: 426 shares; 2025Q4: 339 shares; 2026Q1: 166 shares 166$27K<0.01%-173Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$26.5K<0.01%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934 shares; 2025Q1: 1,040 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 602 shares; 2026Q1: 579 shares 579$26.5K<0.01%-23Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 234 shares; 2026Q1: 280 shares 280$26.5K<0.01%+46Timeline
STCSTEWART INFORMATION SVCS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,441 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 534 shares; 2026Q1: 427 shares 427$26.3K<0.01%-107Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 104 shares; 2025Q3: 200 shares; 2025Q4: 672 shares; 2026Q1: 392 shares 392$26.3K<0.01%-280Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 628 shares; 2026Q1: 528 shares 528$26.1K<0.01%-100Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 1,588 shares; 2025Q2: 2,878 shares; 2025Q3: 2,397 shares; 2025Q4: 2,351 shares; 2026Q1: 1,448 shares 1,448$26K<0.01%-903Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,976 shares; 2025Q1: 2,590 shares; 2025Q2: 2,707 shares; 2025Q3: 4,067 shares; 2025Q4: 2,865 shares; 2026Q1: 1,974 shares 1,974$25.9K<0.01%-891Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 1,094 shares; 2025Q2: 1,052 shares; 2025Q3: 1,022 shares; 2025Q4: 338 shares; 2026Q1: 257 shares 257$25.9K<0.01%-81Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares 309$25.8K<0.01%newTimeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 402 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266$25.8K<0.01%0Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,341 shares; 2025Q2: 1,557 shares; 2025Q3: 1,099 shares; 2025Q4: 1,313 shares; 2026Q1: 1,132 shares 1,132$25.8K<0.01%-181Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 1,109 shares; 2025Q3: 702 shares; 2025Q4: 673 shares; 2026Q1: 710 shares 710$25.7K<0.01%+37Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 188 shares 188$25.5K<0.01%+51Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,022 shares; 2025Q1: 4,130 shares; 2025Q2: 3,933 shares; 2025Q3: 1,993 shares; 2025Q4: 1,781 shares; 2026Q1: 1,023 shares 1,023$25.4K<0.01%-758Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 669 shares; 2025Q4: 568 shares; 2026Q1: 366 shares 366$25.3K<0.01%-202Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 118 shares; 2025Q4: 109 shares; 2026Q1: 97 shares 97$25K<0.01%-12Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,111 shares; 2025Q1: 17,449 shares; 2025Q2: 24,502 shares; 2025Q3: 26,222 shares; 2025Q4: 38,078 shares; 2026Q1: 537 shares 537$24.8K<0.01%-37,541Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 508 shares; 2025Q1: 496 shares; 2025Q2: 528 shares; 2025Q3: 515 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279$24.8K<0.01%0Timeline
WMKWEIS MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 384 shares; 2025Q2: 379 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362$24.8K<0.01%0Timeline
IGPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426$24.7K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338 shares; 2025Q1: 317 shares; 2025Q2: 743 shares; 2025Q3: 1,137 shares; 2025Q4: 1,134 shares; 2026Q1: 1,121 shares 1,121$24.7K<0.01%-13Timeline
ETORETORO GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares; 2026Q1: 822 shares 822$24.7K<0.01%-364Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,722 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 1,626 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746$24.6K<0.01%0Timeline
MLKNMILLERKNOLL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570 shares; 2025Q1: 767 shares; 2025Q2: 1,107 shares; 2025Q3: 1,585 shares; 2025Q4: 1,222 shares; 2026Q1: 1,698 shares 1,698$24.6K<0.01%+476Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,597 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 6,147 shares; 2025Q4: 5,550 shares; 2026Q1: 5,350 shares 5,350$24.2K<0.01%-200Timeline
SFSTSOUTHERN FIRST BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 600 shares; 2026Q1: 438 shares 438$23.9K<0.01%-162Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 323 shares; 2025Q2: 414 shares; 2025Q3: 365 shares; 2025Q4: 568 shares; 2026Q1: 588 shares 588$23.8K<0.01%+20Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 140 shares; 2025Q2: 176 shares; 2025Q3: 171 shares; 2025Q4: 278 shares; 2026Q1: 156 shares 156$23.8K<0.01%-122Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 253 shares; 2025Q2: 264 shares; 2025Q3: 336 shares; 2025Q4: 270 shares; 2026Q1: 186 shares 186$23.8K<0.01%-84Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,443 shares; 2025Q2: 1,543 shares; 2025Q3: 375 shares; 2025Q4: 382 shares; 2026Q1: 375 shares 375$23.7K<0.01%-7Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 154 shares; 2025Q3: 134 shares; 2025Q4: 1,012 shares; 2026Q1: 1,487 shares 1,487$23.6K<0.01%+475Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,592 shares; 2025Q1: 4,392 shares; 2025Q2: 909 shares; 2025Q3: 356 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares 2,347$23.5K<0.01%0Timeline
GDMNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 232 shares 232$23.5K<0.01%0Timeline
EBMTEAGLE BANCORP MONT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140$23.5K<0.01%0Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 594 shares 594$23.5K<0.01%+19Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,410 shares; 2025Q2: 1,351 shares; 2025Q3: 1,319 shares; 2025Q4: 1,262 shares; 2026Q1: 1,005 shares 1,005$23.4K<0.01%-257Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 1,500 shares; 2026Q1: 746 shares 746$23.4K<0.01%-754Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,674 shares; 2025Q1: 2,963 shares; 2025Q2: 3,148 shares; 2025Q3: 2,648 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053$23.3K<0.01%0Timeline
ENRENERGIZER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,356 shares; 2025Q2: 1,883 shares; 2025Q3: 2,407 shares; 2025Q4: 1,080 shares; 2026Q1: 1,407 shares 1,407$23.1K<0.01%+327Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,551 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares 1,605$23K<0.01%0Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,974 shares; 2025Q1: 1,796 shares; 2025Q2: 1,701 shares; 2025Q3: 932 shares; 2025Q4: 654 shares; 2026Q1: 534 shares 534$23K<0.01%-120Timeline
GNLXGENELUX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,171 shares; 2025Q1: 10,171 shares; 2025Q2: 10,171 shares; 2025Q3: 10,171 shares; 2025Q4: 9,479 shares; 2026Q1: 9,479 shares 9,479$22.9K<0.01%0Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 50 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 182 shares; 2026Q1: 180 shares 180$22.9K<0.01%-2Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 235 shares 235$22.9K<0.01%+14Timeline
SACHSACHEM CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500$22.7K<0.01%0Timeline
XAIXDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569$22.7K<0.01%0Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares 703$22.7K<0.01%newTimeline
MGYMAGNOLIA OIL & GAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,025 shares; 2025Q1: 2,286 shares; 2025Q2: 2,575 shares; 2025Q3: 978 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718$22.7K<0.01%0Timeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,444 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$22.6K<0.01%0Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,792 shares; 2025Q2: 1,739 shares; 2025Q3: 459 shares; 2025Q4: 457 shares; 2026Q1: 317 shares 317$22.6K<0.01%-140Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 391 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 55 shares; 2026Q1: 536 shares 536$22.5K<0.01%+481Timeline
LEOBNY MELLON STRATEGIC MUNS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 3,569 shares; 2026Q1: 3,569 shares 3,569$22.4K<0.01%0Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 295 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 200 shares; 2026Q1: 110 shares 110$22.4K<0.01%-90Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,761 shares; 2025Q3: 2,176 shares; 2025Q4: 1,350 shares; 2026Q1: 1,000 shares 1,000$22.3K<0.01%-350Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,640 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 444 shares; 2026Q1: 445 shares 445$22.2K<0.01%+1Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 682 shares; 2025Q2: 919 shares; 2025Q3: 655 shares; 2025Q4: 536 shares; 2026Q1: 323 shares 323$22K<0.01%-213Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 734 shares; 2025Q3: 934 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951$21.9K<0.01%0Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231$21.8K<0.01%0Timeline
BGBBLACKSTONE STRATEGIC CRED 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950$21.7K<0.01%0Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: 1,094 shares; 2025Q2: 1,135 shares; 2025Q3: 1,396 shares; 2025Q4: 1,832 shares; 2026Q1: 1,268 shares 1,268$21.7K<0.01%-564Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357$21.6K<0.01%newTimeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,815 shares; 2025Q1: 4,470 shares; 2025Q2: 4,778 shares; 2025Q3: 1,188 shares; 2025Q4: 1,189 shares; 2026Q1: 1,105 shares 1,105$21.4K<0.01%-84Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 494 shares; 2025Q2: 580 shares; 2025Q3: 592 shares; 2025Q4: 644 shares; 2026Q1: 675 shares 675$21.2K<0.01%+31Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares 202$21.2K<0.01%newTimeline
VYXNCR VOYIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,896 shares; 2025Q1: 3,314 shares; 2025Q2: 3,562 shares; 2025Q3: 4,755 shares; 2025Q4: 3,296 shares; 2026Q1: 3,336 shares 3,336$21.1K<0.01%+40Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 313 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 161 shares; 2026Q1: 71 shares 71$21.1K<0.01%-90Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 328 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 292 shares; 2026Q1: 114 shares 114$21.1K<0.01%-178Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 324 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 1,142 shares; 2026Q1: 959 shares 959$21K<0.01%-183Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 696 shares; 2025Q2: 637 shares; 2025Q3: 615 shares; 2025Q4: 541 shares; 2026Q1: 336 shares 336$20.8K<0.01%-205Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,906 shares; 2025Q4: 1,806 shares; 2026Q1: 1,915 shares 1,915$20.8K<0.01%+109Timeline
SWANAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares 668$20.7K<0.01%0Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 443 shares; 2026Q1: 180 shares 180$20.7K<0.01%-263Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 344 shares; 2025Q1: 352 shares; 2025Q2: 310 shares; 2025Q3: 300 shares; 2025Q4: 233 shares; 2026Q1: 131 shares 131$20.7K<0.01%-102Timeline
ATSATS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 733 shares 733$20.7K<0.01%0Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,697 shares; 2025Q1: 1,817 shares; 2025Q2: 2,102 shares; 2025Q3: 2,179 shares; 2025Q4: 1,749 shares; 2026Q1: 809 shares 809$20.7K<0.01%-940Timeline
NDMONUVEEN DYNAMIC MUN OPPORTUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$20.6K<0.01%0Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 718 shares; 2025Q4: 442 shares; 2026Q1: 470 shares 470$20.6K<0.01%+28Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 249 shares; 2025Q2: 412 shares; 2025Q3: 169 shares; 2025Q4: 121 shares; 2026Q1: 105 shares 105$20.5K<0.01%-16Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 59 shares; 2026Q1: 279 shares 279$20.5K<0.01%+220Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 486 shares; 2026Q1: 437 shares 437$20.5K<0.01%-49Timeline
BVFLBV FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070$20.5K<0.01%newTimeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 443 shares; 2025Q2: 449 shares; 2025Q3: 633 shares; 2025Q4: 558 shares; 2026Q1: 531 shares 531$20.5K<0.01%-27Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,667 shares; 2025Q1: 768 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 735 shares; 2026Q1: 678 shares 678$20.4K<0.01%-57Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 56 shares; 2025Q3: 70 shares; 2025Q4: 384 shares; 2026Q1: 621 shares 621$20.3K<0.01%+237Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 404 shares; 2025Q2: 973 shares; 2025Q3: 405 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372$20.3K<0.01%0Timeline
MANUMANCHESTER UTD PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,358 shares; 2025Q1: 3,647 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 1,928 shares; 2026Q1: 1,206 shares 1,206$20.3K<0.01%-722Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 6,801 shares; 2025Q4: 2,444 shares; 2026Q1: 1,444 shares 1,444$20.3K<0.01%-1,000Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,108 shares; 2025Q1: 2,150 shares; 2025Q2: 2,012 shares; 2025Q3: 2,083 shares; 2025Q4: 1,588 shares; 2026Q1: 395 shares 395$20K<0.01%-1,193Timeline
NTBBANK OF N T BUTTERFIELD & SOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,469 shares; 2025Q1: 1,416 shares; 2025Q2: 1,263 shares; 2025Q3: 1,288 shares; 2025Q4: 552 shares; 2026Q1: 380 shares 380$19.9K<0.01%-172Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 1,281 shares; 2025Q4: 256 shares; 2026Q1: 399 shares 399$19.8K<0.01%+143Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,930 shares; 2025Q1: 2,345 shares; 2025Q2: 1,455 shares; 2025Q3: 1,498 shares; 2025Q4: 1,074 shares; 2026Q1: 490 shares 490$19.8K<0.01%-584Timeline
MDXGMIMEDX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$19.8K<0.01%0Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$19.7K<0.01%0Timeline
IBHHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 784 shares; 2025Q2: 797 shares; 2025Q3: 810 shares; 2025Q4: 827 shares; 2026Q1: 835 shares 835$19.6K<0.01%+8Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,370 shares; 2025Q1: 4,108 shares; 2025Q2: 6,633 shares; 2025Q3: 6,633 shares; 2025Q4: 4,333 shares; 2026Q1: 4,258 shares 4,258$19.6K<0.01%-75Timeline
GALTGALECTIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 8,800 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$19.5K<0.01%0Timeline
IBHJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 695 shares; 2025Q2: 707 shares; 2025Q3: 719 shares; 2025Q4: 735 shares; 2026Q1: 743 shares 743$19.5K<0.01%+8Timeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 840 shares; 2025Q3: 853 shares; 2025Q4: 871 shares; 2026Q1: 879 shares 879$19.5K<0.01%+8Timeline
IBHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 780 shares; 2025Q2: 794 shares; 2025Q3: 808 shares; 2025Q4: 826 shares; 2026Q1: 835 shares 835$19.4K<0.01%+9Timeline
TGSTRANSPORTADORA DE GAS DEL SUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 29 shares; 2026Q1: 558 shares 558$19.3K<0.01%+529Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 1,336 shares; 2025Q2: 2,023 shares; 2025Q3: 2,268 shares; 2025Q4: 2,634 shares; 2026Q1: 347 shares 347$19.3K<0.01%-2,287Timeline
PAYPAYMENTUS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 2,025 shares; 2026Q1: 760 shares 760$19.3K<0.01%-1,265Timeline
KOPKOPPERS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 410 shares; 2025Q2: 432 shares; 2025Q3: 571 shares; 2025Q4: 472 shares; 2026Q1: 497 shares 497$19.2K<0.01%+25Timeline
PRGSPROGRESS SOFTWARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,468 shares; 2025Q1: 1,026 shares; 2025Q2: 947 shares; 2025Q3: 964 shares; 2025Q4: 776 shares; 2026Q1: 749 shares 749$19.2K<0.01%-27Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 132 shares 132$19.2K<0.01%+9Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 406 shares 406$19.1K<0.01%+252Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 256 shares; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 150 shares 150$19.1K<0.01%newTimeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 752 shares; 2025Q2: 761 shares; 2025Q3: 769 shares; 2025Q4: 780 shares; 2026Q1: 786 shares 786$19K<0.01%+6Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 718 shares; 2025Q2: 727 shares; 2025Q3: 735 shares; 2025Q4: 746 shares; 2026Q1: 752 shares 752$19K<0.01%+6Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 31,825 shares; 2025Q2: 31,833 shares; 2025Q3: 31,841 shares; 2025Q4: 780 shares; 2026Q1: 785 shares 785$19K<0.01%+5Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 780 shares; 2025Q2: 790 shares; 2025Q3: 799 shares; 2025Q4: 811 shares; 2026Q1: 818 shares 818$19K<0.01%+7Timeline
CEWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,160 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$19K<0.01%0Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 828 shares; 2025Q2: 838 shares; 2025Q3: 847 shares; 2025Q4: 860 shares; 2026Q1: 867 shares 867$19K<0.01%+7Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$18.9K<0.01%0Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 217 shares; 2025Q4: 220 shares; 2026Q1: 231 shares 231$18.9K<0.01%+11Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 542 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 529 shares 529$18.8K<0.01%+5Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 511 shares; 2026Q1: 330 shares 330$18.7K<0.01%-181Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 268 shares; 2026Q1: 110 shares 110$18.6K<0.01%-158Timeline
UVIXVS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 450 shares; 2025Q3: 1,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150$18.6K<0.01%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 64 shares; 2025Q2: 192 shares; 2025Q3: 1,227 shares; 2025Q4: not reported; 2026Q1: 396 shares 396$18.6K<0.01%newTimeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 728 shares 728$18.5K<0.01%newTimeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,600 shares; 2025Q1: 4,155 shares; 2025Q2: 4,000 shares; 2025Q3: 4,101 shares; 2025Q4: 4,082 shares; 2026Q1: 4,000 shares 4,000$18.5K<0.01%-82Timeline
THDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265$18.4K<0.01%0Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: 2,108 shares; 2025Q2: 2,507 shares; 2025Q3: 1,759 shares; 2025Q4: 770 shares; 2026Q1: 538 shares 538$18.4K<0.01%-232Timeline
IWLGNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384$18.3K<0.01%newTimeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 261 shares; 2025Q2: 296 shares; 2025Q3: 346 shares; 2025Q4: 415 shares; 2026Q1: 270 shares 270$18.1K<0.01%-145Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398$18.1K<0.01%0Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 668 shares; 2025Q2: 699 shares; 2025Q3: 210 shares; 2025Q4: 265 shares; 2026Q1: 136 shares 136$18.1K<0.01%-129Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 858 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 272 shares; 2026Q1: 209 shares 209$18.1K<0.01%-63Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133$18K<0.01%0Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 620 shares; 2025Q2: 609 shares; 2025Q3: 633 shares; 2025Q4: 313 shares; 2026Q1: 227 shares 227$18K<0.01%-86Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 223 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$18K<0.01%0Timeline
DNOWDNOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,911 shares; 2026Q1: 1,506 shares 1,506$17.9K<0.01%-405Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 205 shares; 2025Q2: 34 shares; 2025Q3: 489 shares; 2025Q4: 474 shares; 2026Q1: 408 shares 408$17.9K<0.01%-66Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,038 shares; 2025Q1: 407 shares; 2025Q2: 328 shares; 2025Q3: 326 shares; 2025Q4: 327 shares; 2026Q1: 330 shares 330$17.8K<0.01%+3Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272$17.7K<0.01%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,134 shares; 2026Q1: 911 shares 911$17.7K<0.01%-223Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,392 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792$17.6K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 52 shares; 2025Q2: 105 shares; 2025Q3: 150 shares; 2025Q4: 94 shares; 2026Q1: 89 shares 89$17.6K<0.01%-5Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,039 shares; 2025Q1: 6,964 shares; 2025Q2: 7,581 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares 2,008$17.5K<0.01%0Timeline
AGMITHEMES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258$17.4K<0.01%newTimeline
FFTYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$17.2K<0.01%0Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,086 shares; 2025Q2: 2,321 shares; 2025Q3: 1,003 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991$17.1K<0.01%0Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 627 shares 627$17.1K<0.01%+327Timeline
NNDMNANO DIMENSION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,862 shares; 2025Q1: 22,465 shares; 2025Q2: 22,465 shares; 2025Q3: 22,465 shares; 2025Q4: 13,659 shares; 2026Q1: 10,004 shares 10,004$17K<0.01%-3,655Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 3,350 shares; 2025Q2: 3,180 shares; 2025Q3: 1,446 shares; 2025Q4: 1,336 shares; 2026Q1: 617 shares 617$16.9K<0.01%-719Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,749 shares; 2025Q1: 3,220 shares; 2025Q2: 4,240 shares; 2025Q3: 3,751 shares; 2025Q4: 1,792 shares; 2026Q1: 742 shares 742$16.8K<0.01%-1,050Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,067 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$16.8K<0.01%0Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682$16.8K<0.01%0Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 364 shares; 2025Q2: 192 shares; 2025Q3: 288 shares; 2025Q4: 291 shares; 2026Q1: 254 shares 254$16.7K<0.01%-37Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 536 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178$16.7K<0.01%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 176 shares 176$16.6K<0.01%-58Timeline
BLWBLACKROCK LTD DURATION INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,278 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309$16.5K<0.01%0Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 1,284 shares; 2025Q2: 1,495 shares; 2025Q3: 1,119 shares; 2025Q4: 681 shares; 2026Q1: 211 shares 211$16.4K<0.01%-470Timeline
TAOXTAO SYNERGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832$16.1K<0.01%0Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: 184 shares; 2025Q2: 224 shares; 2025Q3: 232 shares; 2025Q4: 235 shares; 2026Q1: 45 shares 45$15.8K<0.01%-190Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 1,947 shares; 2025Q2: 2,476 shares; 2025Q3: 1,323 shares; 2025Q4: 812 shares; 2026Q1: 482 shares 482$15.7K<0.01%-330Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,107 shares; 2025Q2: 859 shares; 2025Q3: 759 shares; 2025Q4: 687 shares; 2026Q1: 837 shares 837$15.7K<0.01%+150Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 128 shares; 2025Q3: 170 shares; 2025Q4: 172 shares; 2026Q1: 167 shares 167$15.6K<0.01%-5Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 471 shares; 2026Q1: 461 shares 461$15.5K<0.01%-10Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,026 shares; 2025Q1: 2,146 shares; 2025Q2: 1,276 shares; 2025Q3: 1,303 shares; 2025Q4: 1,118 shares; 2026Q1: 337 shares 337$15.5K<0.01%-781Timeline
MESOMESOBLAST LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,002 shares 1,002$15.4K<0.01%newTimeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 697 shares; 2025Q2: 787 shares; 2025Q3: 775 shares; 2025Q4: 807 shares; 2026Q1: 155 shares 155$15.4K<0.01%-652Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$15.4K<0.01%0Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$15.4K<0.01%0Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares 374$15.3K<0.01%newTimeline
MDWDMEDIWOUND LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940$15.1K<0.01%0Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 182 shares 182$15.1K<0.01%0Timeline
TSMETHRIVENT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares 363$15.1K<0.01%newTimeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,798 shares; 2025Q2: 2,762 shares; 2025Q3: 1,792 shares; 2025Q4: 4,269 shares; 2026Q1: 1,669 shares 1,669$15K<0.01%-2,600Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 45 shares; 2026Q1: 19 shares 19$15K<0.01%-26Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 243 shares; 2026Q1: 399 shares 399$14.9K<0.01%+156Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243 shares; 2025Q1: 353 shares; 2025Q2: 473 shares; 2025Q3: 640 shares; 2025Q4: 873 shares; 2026Q1: 198 shares 198$14.8K<0.01%-675Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 153 shares; 2026Q1: 85 shares 85$14.8K<0.01%-68Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 167 shares 167$14.8K<0.01%+162Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$14.8K<0.01%0Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,713 shares; 2025Q1: 2,068 shares; 2025Q2: 1,730 shares; 2025Q3: 1,731 shares; 2025Q4: 2,269 shares; 2026Q1: 1,043 shares 1,043$14.7K<0.01%-1,226Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 553 shares; 2025Q2: 879 shares; 2025Q3: 563 shares; 2025Q4: 2,371 shares; 2026Q1: 653 shares 653$14.6K<0.01%-1,718Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 201 shares 201$14.6K<0.01%-34Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 156 shares; 2026Q1: 157 shares 157$14.5K<0.01%+1Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,000 shares 1,000$14.5K<0.01%-300Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$14.4K<0.01%0Timeline
DRLLEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364$14.4K<0.01%0Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278$14.3K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 910 shares; 2025Q2: 1,114 shares; 2025Q3: 722 shares; 2025Q4: 247 shares; 2026Q1: 200 shares 200$14.2K<0.01%-47Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 400 shares 400$14.2K<0.01%-100Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 447 shares; 2025Q2: 556 shares; 2025Q3: 1,204 shares; 2025Q4: 794 shares; 2026Q1: 540 shares 540$14.1K<0.01%-254Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 203 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$14.1K<0.01%0Timeline
CVLGCOVENANT LOGISTICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518$14.1K<0.01%newTimeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 338 shares; 2025Q2: 474 shares; 2025Q3: 609 shares; 2025Q4: 550 shares; 2026Q1: 505 shares 505$14K<0.01%-45Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 302 shares; 2025Q2: 378 shares; 2025Q3: 371 shares; 2025Q4: 394 shares; 2026Q1: 379 shares 379$14K<0.01%-15Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 720 shares; 2026Q1: 705 shares 705$14K<0.01%-15Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 607 shares; 2025Q2: 611 shares; 2025Q3: 615 shares; 2025Q4: 619 shares; 2026Q1: 621 shares 621$14K<0.01%+2Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 613 shares; 2025Q2: 727 shares; 2025Q3: 577 shares; 2025Q4: 419 shares; 2026Q1: 1,299 shares 1,299$14K<0.01%+880Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$13.8K<0.01%0Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,798 shares; 2025Q1: 1,713 shares; 2025Q2: 1,432 shares; 2025Q3: 1,510 shares; 2025Q4: 340 shares; 2026Q1: 232 shares 232$13.8K<0.01%-108Timeline
VIXYPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.7K<0.01%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 37 shares; 2025Q2: 644 shares; 2025Q3: 155 shares; 2025Q4: 241 shares; 2026Q1: 157 shares 157$13.6K<0.01%-84Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 586 shares; 2025Q2: 558 shares; 2025Q3: 550 shares; 2025Q4: 508 shares; 2026Q1: 108 shares 108$13.6K<0.01%-400Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$13.6K<0.01%0Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 340 shares; 2025Q3: 371 shares; 2025Q4: 231 shares; 2026Q1: 171 shares 171$13.5K<0.01%-60Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 343 shares; 2025Q2: 316 shares; 2025Q3: 312 shares; 2025Q4: 319 shares; 2026Q1: 201 shares 201$13.5K<0.01%-118Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 614 shares; 2026Q1: 598 shares 598$13.5K<0.01%-16Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$13.5K<0.01%0Timeline
COMDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$13.4K<0.01%0Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67$13.4K<0.01%0Timeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$13.4K<0.01%0Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,827 shares; 2025Q1: 5,202 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares; 2025Q4: 2,948 shares; 2026Q1: 2,948 shares 2,948$13.3K<0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253 shares; 2025Q1: 328 shares; 2025Q2: 214 shares; 2025Q3: 199 shares; 2025Q4: 190 shares; 2026Q1: 176 shares 176$13.3K<0.01%-14Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,138 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 8,371 shares; 2025Q4: 8,371 shares; 2026Q1: 562 shares 562$13.3K<0.01%-7,809Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,218 shares; 2025Q1: 982 shares; 2025Q2: 402 shares; 2025Q3: 488 shares; 2025Q4: 491 shares; 2026Q1: 491 shares 491$13.2K<0.01%0Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 157 shares; 2025Q3: 317 shares; 2025Q4: 338 shares; 2026Q1: 320 shares 320$13.2K<0.01%-18Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: 551 shares; 2026Q1: 338 shares 338$13.2K<0.01%-213Timeline
IARTINTEGRA LIFESCIENCES HLDGS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 936 shares; 2025Q1: 1,395 shares; 2025Q2: 1,409 shares; 2025Q3: 2,003 shares; 2025Q4: 1,410 shares; 2026Q1: 1,397 shares 1,397$13.2K<0.01%-13Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 448 shares; 2026Q1: 466 shares 466$13K<0.01%+18Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 154 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 176 shares; 2026Q1: 148 shares 148$12.9K<0.01%-28Timeline
VABKVIRGINIA NATL BK CHRLOTSVLEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337$12.9K<0.01%0Timeline
XTWYBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342$12.8K<0.01%newTimeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$12.8K<0.01%0Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,588 shares; 2025Q2: 1,549 shares; 2025Q3: 1,998 shares; 2025Q4: 191 shares; 2026Q1: 184 shares 184$12.7K<0.01%-7Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$12.7K<0.01%0Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 471 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$12.7K<0.01%0Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 1,022 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029$12.7K<0.01%0Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268$12.6K<0.01%0Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares 130$12.6K<0.01%0Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$12.5K<0.01%newTimeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: 428 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$12.5K<0.01%0Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 63 shares; 2025Q2: 103 shares; 2025Q3: 101 shares; 2025Q4: 85 shares; 2026Q1: 64 shares 64$12.5K<0.01%-21Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 268 shares; 2026Q1: 188 shares 188$12.2K<0.01%-80Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 146 shares; 2025Q2: 160 shares; 2025Q3: 305 shares; 2025Q4: 386 shares; 2026Q1: 295 shares 295$12.2K<0.01%-91Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 215 shares 215$12.2K<0.01%+68Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453$12.1K<0.01%0Timeline
KLXEKLX ENERGY SERVICES HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,633 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares; 2026Q1: 4,633 shares 4,633$12K<0.01%0Timeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,087 shares; 2025Q2: 989 shares; 2025Q3: 1,006 shares; 2025Q4: 983 shares; 2026Q1: 747 shares 747$12K<0.01%-236Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 136 shares; 2025Q2: 208 shares; 2025Q3: 52 shares; 2025Q4: 77 shares; 2026Q1: 34 shares 34$11.9K<0.01%-43Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 346 shares; 2025Q2: 125 shares; 2025Q3: 180 shares; 2025Q4: 193 shares; 2026Q1: 180 shares 180$11.9K<0.01%-13Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340$11.8K<0.01%0Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 380 shares; 2025Q1: 515 shares; 2025Q2: 536 shares; 2025Q3: 704 shares; 2025Q4: 532 shares; 2026Q1: 607 shares 607$11.8K<0.01%+75Timeline
UMIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.7K<0.01%0Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,376 shares; 2025Q1: 4,364 shares; 2025Q2: 396 shares; 2025Q3: 420 shares; 2025Q4: 243 shares; 2026Q1: 235 shares 235$11.7K<0.01%-8Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368$11.6K<0.01%0Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 261 shares; 2025Q2: 256 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 228 shares 228$11.6K<0.01%-52Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 197 shares; 2026Q1: 193 shares 193$11.5K<0.01%-4Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145$11.5K<0.01%0Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 332 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322$11.4K<0.01%0Timeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 562 shares; 2025Q4: 588 shares; 2026Q1: 565 shares 565$11.4K<0.01%-23Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 403 shares; 2025Q2: 297 shares; 2025Q3: 422 shares; 2025Q4: 341 shares; 2026Q1: 208 shares 208$11.4K<0.01%-133Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,348 shares; 2025Q1: 1,402 shares; 2025Q2: 1,990 shares; 2025Q3: 2,592 shares; 2025Q4: 745 shares; 2026Q1: 729 shares 729$11.3K<0.01%-16Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 52 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 131 shares; 2026Q1: 95 shares 95$11.2K<0.01%-36Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 7,579 shares; 2025Q4: 1 shares; 2026Q1: 225 shares 225$11.2K<0.01%+224Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$11.2K<0.01%0Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 221 shares; 2025Q2: 833 shares; 2025Q3: 223 shares; 2025Q4: 225 shares; 2026Q1: 226 shares 226$11.2K<0.01%+1Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 112 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102$11.2K<0.01%0Timeline
KOSKOSMOS ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$11.1K<0.01%newTimeline
CRMLCRITICAL METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400$11.1K<0.01%newTimeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195$11K<0.01%0Timeline
FCCOFIRST CMNTY CORP S CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377$11K<0.01%0Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 144 shares 144$11K<0.01%+1Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,327 shares; 2025Q1: 3,420 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 106 shares; 2026Q1: 591 shares 591$10.8K<0.01%+485Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175$10.8K<0.01%newTimeline
GROYGOLD ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$10.7K<0.01%0Timeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 661 shares; 2026Q1: 661 shares 661$10.7K<0.01%0Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: 1,425 shares; 2025Q2: 562 shares; 2025Q3: 604 shares; 2025Q4: 572 shares; 2026Q1: 622 shares 622$10.6K<0.01%+50Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 182 shares 182$10.6K<0.01%+51Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 157 shares; 2026Q1: 115 shares 115$10.6K<0.01%-42Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 207 shares 207$10.6K<0.01%+154Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,642 shares; 2025Q1: 8,440 shares; 2025Q2: 8,440 shares; 2025Q3: 2,753 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715$10.6K<0.01%0Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 161 shares; 2025Q3: 196 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$10.5K<0.01%0Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 360 shares; 2026Q1: 1,161 shares 1,161$10.5K<0.01%+801Timeline
PWRDTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares 107$10.5K<0.01%0Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$10.5K<0.01%0Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 169 shares; 2025Q4: 178 shares; 2026Q1: 167 shares 167$10.5K<0.01%-11Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 160 shares; 2025Q3: 176 shares; 2025Q4: 162 shares; 2026Q1: 163 shares 163$10.4K<0.01%+1Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 18 shares; 2026Q1: 270 shares 270$10.3K<0.01%+252Timeline
GABCGERMAN AMERN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 245 shares; 2025Q4: 246 shares; 2026Q1: 247 shares 247$10.3K<0.01%+1Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 71 shares; 2025Q2: 44 shares; 2025Q3: 42 shares; 2025Q4: 41 shares; 2026Q1: 69 shares 69$10.3K<0.01%+28Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044$10.3K<0.01%0Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,887 shares; 2025Q1: 2,123 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310$10.3K<0.01%0Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 1,138 shares; 2025Q2: 1,377 shares; 2025Q3: 784 shares; 2025Q4: 402 shares; 2026Q1: 282 shares 282$10.3K<0.01%-120Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,377 shares; 2025Q1: 7,179 shares; 2025Q2: 6,576 shares; 2025Q3: 6,576 shares; 2025Q4: 2,121 shares; 2026Q1: 690 shares 690$10.2K<0.01%-1,431Timeline
BKFIBNY MELLON ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425$10.2K<0.01%newTimeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 16 shares; 2025Q3: 53 shares; 2025Q4: 52 shares; 2026Q1: 57 shares 57$10.2K<0.01%+5Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$10.2K<0.01%0Timeline
IBTAIBOTTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares 336$10.1K<0.01%0Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 165 shares; 2025Q2: 182 shares; 2025Q3: 190 shares; 2025Q4: 115 shares; 2026Q1: 248 shares 248$10K<0.01%+133Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240$10K<0.01%0Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 320 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 288 shares; 2026Q1: 111 shares 111$9.99K<0.01%-177Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$9.95K<0.01%0Timeline
MTAMETALLA RTY & STREAMING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$9.95K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: 276 shares; 2025Q2: 408 shares; 2025Q3: 410 shares; 2025Q4: 407 shares; 2026Q1: 110 shares 110$9.91K<0.01%-297Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 237 shares; 2025Q2: 333 shares; 2025Q3: 65 shares; 2025Q4: 79 shares; 2026Q1: 73 shares 73$9.88K<0.01%-6Timeline
MBWMMERCANTILE BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 193 shares; 2025Q4: 194 shares; 2026Q1: 196 shares 196$9.87K<0.01%+2Timeline
THNQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 166 shares 166$9.8K<0.01%newTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 316 shares 316$9.75K<0.01%0Timeline
FPFFIRST TR INTER DURATN PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 543 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547$9.64K<0.01%0Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446$9.51K<0.01%0Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 67 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185$9.47K<0.01%newTimeline
OALCUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276 shares 276$9.46K<0.01%newTimeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 102 shares; 2026Q1: 72 shares 72$9.4K<0.01%-30Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 313 shares; 2026Q1: 120 shares 120$9.36K<0.01%-193Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 836 shares; 2025Q1: 894 shares; 2025Q2: 1,291 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168$9.34K<0.01%0Timeline
SANASANA BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,827 shares; 2025Q1: 25,917 shares; 2025Q2: 19,520 shares; 2025Q3: 6,506 shares; 2025Q4: 4,716 shares; 2026Q1: 3,235 shares 3,235$9.32K<0.01%-1,481Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 562 shares; 2025Q1: 622 shares; 2025Q2: 1,261 shares; 2025Q3: 998 shares; 2025Q4: 508 shares; 2026Q1: 243 shares 243$9.31K<0.01%-265Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 512 shares; 2025Q2: 576 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 82 shares 82$9.25K<0.01%+9Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414$9.21K<0.01%0Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 96 shares 96$9.11K<0.01%+2Timeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$9.07K<0.01%0Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935$9.04K<0.01%0Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,702 shares; 2025Q1: 1,443 shares; 2025Q2: 1,515 shares; 2025Q3: 1,346 shares; 2025Q4: 937 shares; 2026Q1: 255 shares 255$9.02K<0.01%-682Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209$8.97K<0.01%0Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333$8.96K<0.01%0Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 2,202 shares; 2025Q2: 2,253 shares; 2025Q3: 1,951 shares; 2025Q4: 401 shares; 2026Q1: 510 shares 510$8.79K<0.01%+109Timeline
UTLUNITIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168$8.78K<0.01%0Timeline
CHACHAGEE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941 shares 941$8.76K<0.01%newTimeline
CTMCASTELLUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,724 shares; 2025Q1: 14,724 shares; 2025Q2: 14,724 shares; 2025Q3: 14,724 shares; 2025Q4: 14,724 shares; 2026Q1: 14,724 shares 14,724$8.68K<0.01%0Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 32 shares; 2026Q1: 468 shares 468$8.63K<0.01%+436Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211 shares 211$8.55K<0.01%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,179 shares; 2025Q1: 4,777 shares; 2025Q2: 6,924 shares; 2025Q3: 650 shares; 2025Q4: 347 shares; 2026Q1: 287 shares 287$8.49K<0.01%-60Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 35 shares 35$8.48K<0.01%-4Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 506 shares; 2025Q2: 681 shares; 2025Q3: 665 shares; 2025Q4: 587 shares; 2026Q1: 92 shares 92$8.36K<0.01%-495Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 113 shares; 2025Q2: 111 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 91 shares 91$8.24K<0.01%+3Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 12 shares; 2025Q2: 0 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$8.22K<0.01%0Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 54 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49$8.19K<0.01%0Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 461 shares; 2025Q1: 585 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 133 shares; 2026Q1: 135 shares 135$8.18K<0.01%+2Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 330 shares; 2025Q2: 216 shares; 2025Q3: 453 shares; 2025Q4: 499 shares; 2026Q1: 156 shares 156$8.15K<0.01%-343Timeline
PLMRPALOMAR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 121 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68$8.13K<0.01%0Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163$8.12K<0.01%0Timeline
XRPCCANARY XRP ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 566 shares 566$8.09K<0.01%0Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,488 shares; 2025Q2: 462 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 400 shares 400$8.09K<0.01%-59Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80$8.05K<0.01%newTimeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130$8.05K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 719 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 600 shares; 2026Q1: 358 shares 358$8.04K<0.01%-242Timeline
LQDHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87$8.03K<0.01%0Timeline
SSTISOUNDTHINKING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$7.94K<0.01%0Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 1,276 shares; 2025Q3: 1,217 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867$7.92K<0.01%0Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 163 shares; 2025Q2: 156 shares; 2025Q3: 250 shares; 2025Q4: 165 shares; 2026Q1: 134 shares 134$7.92K<0.01%-31Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 188 shares; 2025Q2: 103 shares; 2025Q3: 69 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$7.8K<0.01%0Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 47 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 36 shares; 2026Q1: 37 shares 37$7.76K<0.01%+1Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 1,111 shares; 2025Q2: 582 shares; 2025Q3: 523 shares; 2025Q4: 549 shares; 2026Q1: 126 shares 126$7.74K<0.01%-423Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$7.66K<0.01%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145$7.64K<0.01%0Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,579 shares; 2025Q1: 14,350 shares; 2025Q2: 14,373 shares; 2025Q3: 14,520 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$7.61K<0.01%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 79 shares 79$7.6K<0.01%0Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121$7.6K<0.01%newTimeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 166 shares 166$7.54K<0.01%-2Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares 219$7.51K<0.01%newTimeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 152 shares; 2025Q2: 160 shares; 2025Q3: 159 shares; 2025Q4: 101 shares; 2026Q1: 28 shares 28$7.45K<0.01%-73Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 200 shares; 2026Q1: 205 shares 205$7.42K<0.01%+5Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,747 shares; 2025Q1: 1,942 shares; 2025Q2: 1,500 shares; 2025Q3: 618 shares; 2025Q4: 505 shares; 2026Q1: 478 shares 478$7.37K<0.01%-27Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 164 shares 164$7.32K<0.01%0Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370$7.3K<0.01%0Timeline
LFVNLIFEVANTAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares; 2026Q1: 1,686 shares 1,686$7.28K<0.01%0Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 289 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135$7.25K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,588 shares; 2025Q1: 2,515 shares; 2025Q2: 728 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,197 shares 1,197$7.22K<0.01%+150Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$7.2K<0.01%0Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56$7.17K<0.01%0Timeline
TLXTELIX PHARMACEUTICAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,206 shares; 2025Q4: 3,086 shares; 2026Q1: 742 shares 742$7.1K<0.01%-2,344Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 284 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 632 shares; 2026Q1: 194 shares 194$7.1K<0.01%-438Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$7.06K<0.01%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289$7.06K<0.01%0Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 235 shares; 2025Q4: 105 shares; 2026Q1: 64 shares 64$6.97K<0.01%-41Timeline
TICTIC SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,858 shares; 2025Q4: 1,602 shares; 2026Q1: 1,059 shares 1,059$6.97K<0.01%-543Timeline
IVTINVENTRUST PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 226 shares 226$6.88K<0.01%-230Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 108 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 516 shares 516$6.86K<0.01%+423Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185$6.85K<0.01%newTimeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 776 shares; 2025Q2: 175 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 303 shares 303$6.83K<0.01%+73Timeline
OAIMUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares 157$6.76K<0.01%newTimeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 192 shares 192$6.72K<0.01%+191Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56$6.71K<0.01%0Timeline
AXIA/PCENTRAIS ELET BRAS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 535 shares 535$6.7K<0.01%-253Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 262 shares; 2025Q3: 255 shares; 2025Q4: 202 shares; 2026Q1: 171 shares 171$6.66K<0.01%-31Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 584 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 459 shares 459$6.62K<0.01%+160Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$6.56K<0.01%0Timeline
COPPSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares; 2026Q1: 183 shares 183$6.54K<0.01%-876Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares 137$6.52K<0.01%newTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,456 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,622 shares; 2026Q1: 259 shares 259$6.45K<0.01%-1,363Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 754 shares; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176$6.42K<0.01%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 151 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 65 shares 65$6.4K<0.01%-3Timeline
ENLTENLIGHT RENEWABLE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93$6.35K<0.01%newTimeline
CLDTCHATHAM LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 948 shares; 2025Q2: 855 shares; 2025Q3: 840 shares; 2025Q4: 543 shares; 2026Q1: 803 shares 803$6.32K<0.01%+260Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,495 shares; 2025Q1: 59 shares; 2025Q2: 164 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59$6.25K<0.01%0Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 250 shares; 2026Q1: 50 shares 50$6.22K<0.01%-200Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 202 shares; 2026Q1: 127 shares 127$6.22K<0.01%-75Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 79 shares; 2025Q2: 90 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79$6.22K<0.01%0Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 202 shares; 2025Q2: 244 shares; 2025Q3: 274 shares; 2025Q4: 240 shares; 2026Q1: 60 shares 60$6.21K<0.01%-180Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$6.2K<0.01%0Timeline
NBRNABORS INDUSTRIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$6.2K<0.01%0Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209$6.16K<0.01%0Timeline
PEBKPEOPLES BANCORP N C INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 157 shares 157$6.15K<0.01%0Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares 250$6.14K<0.01%0Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,372 shares; 2025Q1: 88 shares; 2025Q2: 89 shares; 2025Q3: 88 shares; 2025Q4: 92 shares; 2026Q1: 98 shares 98$6.14K<0.01%+6Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares 173$6.14K<0.01%newTimeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 865 shares; 2025Q3: 1,085 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357$6.07K<0.01%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: 11 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 70 shares; 2026Q1: 262 shares 262$6.04K<0.01%+192Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 1,168 shares; 2025Q3: 508 shares; 2025Q4: 120 shares; 2026Q1: 236 shares 236$5.96K<0.01%+116Timeline
NBNNORTHEAST BK PORTLAND MEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$5.96K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56$5.95K<0.01%0Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 864 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$5.93K<0.01%0Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 674 shares; 2025Q2: 952 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 85 shares 85$5.93K<0.01%-15Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772 shares 772$5.92K<0.01%newTimeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,799 shares; 2025Q1: 15,344 shares; 2025Q2: 1,836 shares; 2025Q3: 1,783 shares; 2025Q4: 1,995 shares; 2026Q1: 243 shares 243$5.9K<0.01%-1,752Timeline
BLCOBAUSCH PLUS LOMB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 4,502 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370$5.88K<0.01%0Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 638 shares; 2025Q3: 451 shares; 2025Q4: 478 shares; 2026Q1: 251 shares 251$5.85K<0.01%-227Timeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$5.82K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 159 shares; 2025Q2: 121 shares; 2025Q3: 124 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107$5.77K<0.01%0Timeline
FYXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 48 shares 48$5.73K<0.01%newTimeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 168 shares; 2026Q1: 118 shares 118$5.71K<0.01%-50Timeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 136 shares 136$5.63K<0.01%+23Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$5.53K<0.01%0Timeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 514 shares; 2025Q3: 2,643 shares; 2025Q4: 531 shares; 2026Q1: 514 shares 514$5.52K<0.01%-17Timeline
EPSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81$5.52K<0.01%0Timeline
RGCREGENCELL BIOSCIENCE HLDGS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 216 shares 216$5.49K<0.01%0Timeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 61 shares 61$5.44K<0.01%+14Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 2,235 shares; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 13 shares; 2026Q1: 111 shares 111$5.43K<0.01%+98Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 117 shares 117$5.42K<0.01%+26Timeline
OASCUNIFIED SER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares 181$5.39K<0.01%newTimeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 230 shares; 2025Q2: 109 shares; 2025Q3: 144 shares; 2025Q4: 185 shares; 2026Q1: 227 shares 227$5.36K<0.01%+42Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 725 shares; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 193 shares 193$5.35K<0.01%-223Timeline
QQQEDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 112 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54$5.35K<0.01%0Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 162 shares; 2025Q4: 84 shares; 2026Q1: 75 shares 75$5.25K<0.01%-9Timeline
LAESSEALSQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 2,000 shares 2,000$5.24K<0.01%-5,000Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$5.05K<0.01%newTimeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 28 shares; 2025Q4: 26 shares; 2026Q1: 25 shares 25$5.04K<0.01%-1Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 76 shares; 2025Q2: 87 shares; 2025Q3: 93 shares; 2025Q4: 82 shares; 2026Q1: 84 shares 84$5.03K<0.01%+2Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$5.02K<0.01%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,596 shares; 2025Q2: 1,079 shares; 2025Q3: 521 shares; 2025Q4: 106 shares; 2026Q1: 108 shares 108$5.01K<0.01%+2Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 218 shares; 2025Q2: 127 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62$4.98K<0.01%newTimeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 143 shares 143$4.97K<0.01%-56Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 905 shares; 2025Q3: 725 shares; 2025Q4: 176 shares; 2026Q1: 196 shares 196$4.93K<0.01%+20Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 55 shares; 2025Q3: 70 shares; 2025Q4: 56 shares; 2026Q1: 58 shares 58$4.93K<0.01%+2Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$4.93K<0.01%0Timeline
AMALAMALGAMATED FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125$4.86K<0.01%0Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 23 shares 23$4.86K<0.01%-3Timeline
LNGXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104 shares 104$4.85K<0.01%newTimeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 261 shares; 2025Q2: 147 shares; 2025Q3: 637 shares; 2025Q4: 104 shares; 2026Q1: 114 shares 114$4.82K<0.01%+10Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42$4.8K<0.01%0Timeline
AGIXKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares 146$4.78K<0.01%newTimeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 496 shares 496$4.76K<0.01%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413$4.74K<0.01%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$4.73K<0.01%0Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$4.72K<0.01%0Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 217 shares; 2025Q4: 235 shares; 2026Q1: 32 shares 32$4.71K<0.01%-203Timeline
KMTKENNAMETAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 739 shares; 2025Q1: 905 shares; 2025Q2: 376 shares; 2025Q3: 487 shares; 2025Q4: 743 shares; 2026Q1: 129 shares 129$4.66K<0.01%-614Timeline
RYAMRAYONIER ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266 shares; 2025Q1: 268 shares; 2025Q2: 266 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416$4.61K<0.01%0Timeline

Options

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

SecurityTypeAmountValueChange
TPLTEXAS PACIFIC LAND CORPORATI Stockput2,136,600$1.92Mnew

Sold out in Q1 2026

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

The largest 100 of 220. All 220

SecurityShares beforeValue beforeType
SNVSYNOVUS FINANCIAL CORP169,851$8.5Mshares
HIHILLENBRAND INC160,517$5.09Mshares
AZNASTRAZENECA PLC-SPONS ADR17,993$1.65Mshares
NGDNEW GOLD INC82,234$716Kshares
QIAGEN N.V.QIAGEN N.V.13,051$587Kshares
AMCOR PLCAMCOR PLC58,235$486Kshares
PRCTPROCEPT BIOROBOTICS CORP10,855$341Kshares
CADECADENCE BANK6,102$261Kshares
PNNTPENNANTPARK INVTS CORP41,006$244Kshares
NEARISHARES U S ETF TR4,488$229Kshares
CSQCALAMOS STRATEGIC TOTAL RETU9,768$188Kshares
REVGREV GROUP INC3,078$187Kshares
INDIVIOR PLCINDIVIOR PLC4,859$176Kshares
CGGRCAPITAL GROUP GROWTH ETF3,660$163Kshares
FDISFIDELITY COVINGTON TRUST1,468$150Kshares
FSECFIDELITY MERRIMACK STR TR3,329$147Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM9,321$137Kshares
PNFPPINNACLE FINANCIAL PARTNERS1,308$125Kshares
BUFRFIRST TR EXCHNG TRADED FD VI3,439$118Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR7,000$107Kshares
WWJDNORTHERN LTS FD TR IV2,808$102Kshares
PIPRPIPER SANDLER COS281$95.5Kshares
EXASEXACT SCIENCES CORP731$74.2Kshares
OCTHINNOVATOR ETFS TRUST3,040$72.8Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL160$71.4Kshares
JMUBJ P MORGAN EXCHANGE TRADED F1,196$60.4Kshares
TCPCBLACKROCK TCP CAPITAL CORP10,752$58.8Kshares
DYNCDYNAMIX CORP5,500$56.6Kshares
AORISHARES TR837$54.4Kshares
LSATTWO RDS SHARED TR1,298$50.4Kshares
MUNIPIMCO ETF TR962$50.4Kshares
DSGXDESCARTES SYS GROUP INC547$48Kshares
TGNATEGNA INC1,888$36.6Kshares
MKTXMARKETAXESS HLDGS INC181$32.8Kshares
CMACOMERICA INC317$27.6Kshares
PCHPOTLATCHDELTIC CORP658$26.2Kshares
INTAINTAPP INC568$26Kshares
HBMHUDBAY MINERALS INC1,137$22.6Kshares
VZLAVIZSLA SILVER CORP4,000$21.9Kshares
SLPSIMULATIONS PLUS INC1,176$21.4Kshares
ULSTSSGA ACTIVE ETF TR506$20.5Kshares
XONEBONDBLOXX ETF TRUST400$19.8Kshares
BSCUINVESCO EXCH TRD SLF IDX FD1,130$19.1Kshares
BSCTINVESCO EXCH TRD SLF IDX FD984$18.5Kshares
TNCTENNANT CO246$18.1Kshares
STRASTRATEGIC ED INC223$17.9Kshares
TELFYTELEFONICA SA-SPON ADR4,284$17.4Kshares
LSTRLANDSTAR SYS INC112$16.1Kshares
TLNTALEN ENERGY CORP40$15Kshares
BSCSINVESCO EXCH TRD SLF IDX FD708$14.6Kshares
MGVVANGUARD WORLD FD100$14.1Kshares
BSCQINVESCO EXCH TRD SLF IDX FD718$14.1Kshares
WLKWESTLAKE CORPORATION186$13.8Kshares
LLYVKLIBERTY LIVE HOLDINGS INC161$13.4Kshares
ASGIABRDN GLOBAL INFRA INCOME FU580$13Kshares
SEMGEA SERIES TRUST457$12.5Kshares
TRUETRUECAR INC5,400$12.2Kshares
BSCRINVESCO EXCH TRD SLF IDX FD617$12.2Kshares
SPYMSPDR SERIES TRUST145$11.6Kshares
IGMISHARES TR84$10.8Kshares
PROVPROVIDENT FINL HLDGS INC675$10.7Kshares
XSOEWISDOMTREE TR246$9.6Kshares
IATISHARES TR168$9.27Kshares
ISCFISHARES TR213$8.84Kshares
UTZUTZ BRANDS INC836$8.68Kshares
LXP INDUSTRIAL TRUSTLXP INDUSTRIAL TRUST175$8.24Kshares
GOLFACUSHNET HLDGS CORP103$8.22Kshares
SCHISCHWAB STRATEGIC TR357$8.2Kshares
TUTELUS CORPORATION611$8.05Kshares
FCTEETF OPPORTUNITIES TRUST265$6.6Kshares
IVLUISHARES TR170$6.47Kshares
BSCVINVESCO EXCH TRD SLF IDX FD367$6.13Kshares
RAAETF OPPORTUNITIES TRUST197$5.42Kshares
HOVHOVNANIAN ENTERPRISES INC55$5.37Kshares
IPAYAMPLIFY ETF TR100$5.2Kshares
DAYDAYFORCE INC75$5.19Kshares
SPABSPDR SERIES TRUST196$5.05Kshares
ZGZILLOW GROUP INC72$4.91Kshares
SLRCSLR INVESTMENT CORP246$3.8Kshares
UNFUNIFIRST CORP MASS17$3.28Kshares
DMOWESTERN ASSET MTG DEFINED OP285$3.15Kshares
ENFRALPS ETF TR100$3.15Kshares
SBRASABRA HEALTH CARE REIT INC166$3.14Kshares
XSCDXLMP CAP & INCOME FD INC210$3.11Kshares
IYGISHARES TR33$3.04Kshares
PSKSPDR SERIES TRUST95$3.01Kshares
FNDFLOOR & DECOR HLDGS INC45$2.74Kshares
EDFVIRTUS STONE HBR EMRG MKTS I525$2.61Kshares
BIZDVANECK ETF TRUST175$2.48Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR247$2.48Kshares
EDVVANGUARD WORLD FD36$2.34Kshares
RITMRITHM CAPITAL CORP210$2.29Kshares
FENIFIDELITY COVINGTON TRUST62$2.26Kshares
SPHSUBURBAN PROPANE PARTNERS L115$2.13Kshares
DXDYNEX CAP INC150$2.1Kshares
KBWYINVESCO EXCH TRADED FD TR II130$2.01Kshares
SDIVGLOBAL X FDS80$1.92Kshares
BSTBLACKROCK SCIENCE & TECHNOLO45$1.82Kshares
SRETGLOBAL X FDS83$1.81Kshares
PBAPEMBINA PIPELINE CORP45$1.71Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001856022-26-000003 base2026-04-20acceptance time not in the bulk data set