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Cullen/Frost Bankers, Inc.

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13F filer, CIK 39263, San Antonio, TX

Cullen/Frost Bankers, Inc. reported $9,090,027,169 across 1,460 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 31.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000039263-26-000012

Period
2025-12-31
Reported value
$9.09B
Holdings
1,460
Top 10 weight
31.38%
New
235
Sold out
96

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWLGnew+1,877,835$102M
AGGadded+542,533$54.2M
PVALadded+1,009,485$46M
NOWadded+239,229$36.6M
NFLXadded+374,405$35.1M

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
SCHDreduced-1,135,782-$31.2M
MSFTreduced-21,861-$10.6M
HDreduced-24,223-$8.34M
DDreduced-182,546-$7.34M
PINSreduced-247,125-$6.4M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000039263-26-000012, largest first. % of portfolio is the value over $9,090,027,169, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,731 shares; 2025Q3: 1,735 shares; 2025Q4: 3,058 shares 3,058$287K<0.01%+1,323Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 12,373 shares; 2025Q4: 12,373 shares 12,373$287K<0.01%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 14,558 shares; 2025Q1: 11,116 shares; 2025Q2: 12,797 shares; 2025Q3: 14,798 shares; 2025Q4: 12,850 shares 12,850$286K<0.01%-1,948Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,414 shares; 2024Q4: 20,954 shares; 2025Q1: 21,480 shares; 2025Q2: 21,905 shares; 2025Q3: 22,333 shares; 2025Q4: 22,786 shares 22,786$282K<0.01%+453Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,956 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,644 shares 3,644$280K<0.01%0Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,565 shares; 2025Q1: 6,265 shares; 2025Q2: 5,397 shares; 2025Q3: 5,397 shares; 2025Q4: 5,599 shares 5,599$280K<0.01%+202Timeline
UTWORBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750$279K<0.01%0Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 373 shares; 2025Q1: 400 shares; 2025Q2: 795 shares; 2025Q3: 805 shares; 2025Q4: 827 shares 827$279K<0.01%+22Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,618 shares; 2025Q1: 5,420 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,600 shares 4,600$278K<0.01%+600Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,004 shares 16,004$278K<0.01%newTimeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 250 shares; 2025Q1: 236 shares; 2025Q2: 392 shares; 2025Q3: 426 shares; 2025Q4: 452 shares 452$277K<0.01%+26Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,154 shares; 2025Q1: 2,786 shares; 2025Q2: 5,308 shares; 2025Q3: 5,313 shares; 2025Q4: 6,572 shares 6,572$274K<0.01%+1,259Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,221 shares; 2025Q1: 2,404 shares; 2025Q2: 2,496 shares; 2025Q3: 2,415 shares; 2025Q4: 2,465 shares 2,465$272K<0.01%+50Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,895 shares; 2025Q1: 8,289 shares; 2025Q2: 10,108 shares; 2025Q3: 9,700 shares; 2025Q4: 9,967 shares 9,967$270K<0.01%+267Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 628 shares; 2025Q1: 424 shares; 2025Q2: 349 shares; 2025Q3: 359 shares; 2025Q4: 400 shares 400$270K<0.01%+41Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,285 shares; 2024Q4: 82,285 shares; 2025Q1: 82,285 shares; 2025Q2: 82,285 shares; 2025Q3: 82,285 shares; 2025Q4: 82,285 shares 82,285$269K<0.01%0Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000$269K<0.01%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 893 shares; 2025Q1: 1,027 shares; 2025Q2: 682 shares; 2025Q3: 505 shares; 2025Q4: 590 shares 590$267K<0.01%+85Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,734 shares; 2025Q2: 1,743 shares; 2025Q3: 2,603 shares; 2025Q4: 2,612 shares 2,612$266K<0.01%+9Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 8,897 shares; 2025Q1: 8,576 shares; 2025Q2: 8,181 shares; 2025Q3: 11,164 shares; 2025Q4: 10,870 shares 10,870$264K<0.01%-294Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 736 shares 736$260K<0.01%+25Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,667 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643$260K<0.01%0Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 106 shares; 2025Q1: 130 shares; 2025Q2: 354 shares; 2025Q3: 1,988 shares; 2025Q4: 2,818 shares 2,818$258K<0.01%+830Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,266 shares; 2025Q1: 3,828 shares; 2025Q2: 4,056 shares; 2025Q3: 3,876 shares; 2025Q4: 7,011 shares 7,011$257K<0.01%+3,135Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 4,999 shares; 2025Q1: 6,037 shares; 2025Q2: 6,227 shares; 2025Q3: 6,068 shares; 2025Q4: 3,740 shares 3,740$251K<0.01%-2,328Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,839 shares; 2025Q1: 10,762 shares; 2025Q2: 10,676 shares; 2025Q3: 10,569 shares; 2025Q4: 10,570 shares 10,570$250K<0.01%+1Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,043 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,040 shares; 2025Q4: 4,256 shares 4,256$249K<0.01%+2,216Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,027 shares; 2025Q1: 7,048 shares; 2025Q2: 7,052 shares; 2025Q3: 7,052 shares; 2025Q4: 7,063 shares 7,063$248K<0.01%+11Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 4,034 shares; 2025Q1: 5,072 shares; 2025Q2: 3,646 shares; 2025Q3: 4,548 shares; 2025Q4: 3,340 shares 3,340$247K<0.01%-1,208Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,517 shares; 2025Q1: 4,244 shares; 2025Q2: 4,002 shares; 2025Q3: 2,631 shares; 2025Q4: 3,098 shares 3,098$245K<0.01%+467Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,384 shares; 2025Q4: 5,480 shares 5,480$243K<0.01%+96Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares; 2025Q3: 6,311 shares; 2025Q4: 5,625 shares 5,625$242K<0.01%-686Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,828 shares; 2025Q3: 2,817 shares; 2025Q4: 2,838 shares 2,838$239K<0.01%+21Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,731 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,951 shares 3,951$239K<0.01%+278Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 590 shares; 2025Q1: 781 shares; 2025Q2: 1,276 shares; 2025Q3: 1,601 shares; 2025Q4: 2,237 shares 2,237$236K<0.01%+636Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 6,155 shares; 2025Q1: 6,074 shares; 2025Q2: 6,051 shares; 2025Q3: 3,205 shares; 2025Q4: 2,744 shares 2,744$235K<0.01%-461Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,156 shares; 2025Q1: 3,112 shares; 2025Q2: 2,226 shares; 2025Q3: 2,236 shares; 2025Q4: 6,690 shares 6,690$232K<0.01%+4,454Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,235 shares; 2025Q1: 1,195 shares; 2025Q2: 1,204 shares; 2025Q3: 1,195 shares; 2025Q4: 1,198 shares 1,198$232K<0.01%+3Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,984 shares 13,984$229K<0.01%newTimeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,530 shares 15,530$226K<0.01%newTimeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 101 shares; 2025Q2: 249 shares; 2025Q3: 426 shares; 2025Q4: 653 shares 653$225K<0.01%+227Timeline
RNRGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares 6,753$224K<0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,628 shares; 2025Q1: 13,362 shares; 2025Q2: 8,922 shares; 2025Q3: 4,279 shares; 2025Q4: 4,060 shares 4,060$224K<0.01%-219Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,431 shares; 2025Q1: 1,483 shares; 2025Q2: 1,098 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares 3,678$224K<0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465$223K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,912 shares; 2025Q1: 2,078 shares; 2025Q2: 509 shares; 2025Q3: 255,687 shares; 2025Q4: 8,562 shares 8,562$222K<0.01%-247,125Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 5,531 shares; 2025Q2: 4,231 shares; 2025Q3: 4,231 shares; 2025Q4: 4,231 shares 4,231$220K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 1,667 shares; 2025Q1: 1,354 shares; 2025Q2: 480 shares; 2025Q3: 545 shares; 2025Q4: 703 shares 703$220K<0.01%+158Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,883 shares; 2024Q4: 42,295 shares; 2025Q1: 3,909 shares; 2025Q2: 2,679 shares; 2025Q3: 1,658 shares; 2025Q4: 1,619 shares 1,619$220K<0.01%-39Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 4,778 shares; 2025Q1: 5,352 shares; 2025Q2: 5,418 shares; 2025Q3: 6,387 shares; 2025Q4: 10,710 shares 10,710$218K<0.01%+4,323Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 148 shares; 2025Q3: 960 shares; 2025Q4: 1,924 shares 1,924$218K<0.01%+964Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,815 shares 2,815$215K<0.01%+86Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767$214K<0.01%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 515 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472$211K<0.01%0
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 4,066 shares; 2025Q1: 3,255 shares; 2025Q2: 3,256 shares; 2025Q3: 3,618 shares; 2025Q4: 3,506 shares 3,506$210K<0.01%-112Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,488 shares; 2025Q3: 2,528 shares; 2025Q4: 2,620 shares 2,620$209K<0.01%+92Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 6,696 shares; 2025Q1: 6,649 shares; 2025Q2: 3,801 shares; 2025Q3: 3,403 shares; 2025Q4: 3,421 shares 3,421$209K<0.01%+18Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,841 shares; 2025Q4: 4,202 shares 4,202$208K<0.01%+361Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,665 shares 4,665$208K<0.01%newTimeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 3,106 shares; 2025Q4: 3,182 shares 3,182$207K<0.01%+76Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 2,819 shares; 2025Q1: 2,322 shares; 2025Q2: 2,552 shares; 2025Q3: 3,054 shares; 2025Q4: 3,513 shares 3,513$206K<0.01%+459Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,244 shares; 2025Q2: 1,246 shares; 2025Q3: 1,877 shares; 2025Q4: 1,880 shares 1,880$201K<0.01%+3Timeline
TLTWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,351 shares; 2025Q4: 8,805 shares 8,805$200K<0.01%+2,454Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,267 shares; 2025Q1: 4,014 shares; 2025Q2: 4,290 shares; 2025Q3: 4,074 shares; 2025Q4: 4,261 shares 4,261$199K<0.01%+187Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 549 shares; 2025Q1: 327 shares; 2025Q2: 249 shares; 2025Q3: 154 shares; 2025Q4: 264 shares 264$199K<0.01%+110Timeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 12,183 shares; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 12,183 shares; 2025Q4: 12,866 shares 12,866$197K<0.01%+683Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 104 shares; 2025Q1: 692 shares; 2025Q2: 780 shares; 2025Q3: 790 shares; 2025Q4: 863 shares 863$196K<0.01%+73Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,909 shares; 2025Q1: 3,677 shares; 2025Q2: 3,327 shares; 2025Q3: 1,887 shares; 2025Q4: 1,779 shares 1,779$196K<0.01%-108Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,227 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043$194K<0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,335 shares 2,335$193K<0.01%+305Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 755 shares; 2025Q1: 440 shares; 2025Q2: 833 shares; 2025Q3: 424 shares; 2025Q4: 934 shares 934$191K<0.01%+510Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 824 shares; 2025Q1: 867 shares; 2025Q2: 853 shares; 2025Q3: 831 shares; 2025Q4: 938 shares 938$190K<0.01%+107Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$189K<0.01%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 985 shares; 2025Q1: 1,314 shares; 2025Q2: 1,632 shares; 2025Q3: 2,428 shares; 2025Q4: 1,985 shares 1,985$189K<0.01%-443Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,895 shares; 2025Q1: 5,406 shares; 2025Q2: 5,313 shares; 2025Q3: 5,337 shares; 2025Q4: 5,368 shares 5,368$189K<0.01%+31Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 9 shares; 2025Q1: 857 shares; 2025Q2: 1,525 shares; 2025Q3: 1,533 shares; 2025Q4: 1,735 shares 1,735$188K<0.01%+202Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,838 shares; 2024Q4: 1,011 shares; 2025Q1: 976 shares; 2025Q2: 890 shares; 2025Q3: 731 shares; 2025Q4: 727 shares 727$186K<0.01%-4Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 904 shares; 2025Q1: 881 shares; 2025Q2: 815 shares; 2025Q3: 1,465 shares; 2025Q4: 1,663 shares 1,663$186K<0.01%+198Timeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,135 shares; 2025Q1: 1,288 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,293 shares 1,293$185K<0.01%+13Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,472 shares; 2025Q1: 2,665 shares; 2025Q2: 2,778 shares; 2025Q3: 1,437 shares; 2025Q4: 904 shares 904$185K<0.01%-533Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 500 shares 500$184K<0.01%+200Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares 2,371$183K<0.01%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,514 shares; 2025Q1: 3,449 shares; 2025Q2: 2,022 shares; 2025Q3: 2,020 shares; 2025Q4: 2,247 shares 2,247$183K<0.01%+227Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 476 shares; 2025Q1: 464 shares; 2025Q2: 455 shares; 2025Q3: 665 shares; 2025Q4: 850 shares 850$182K<0.01%+185Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,534 shares; 2025Q1: 1,851 shares; 2025Q2: 1,842 shares; 2025Q3: 1,610 shares; 2025Q4: 1,649 shares 1,649$182K<0.01%+39Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,900 shares; 2025Q2: 3,773 shares; 2025Q3: 3,791 shares; 2025Q4: 4,162 shares 4,162$180K<0.01%+371Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 10,249 shares; 2025Q3: 1,472 shares; 2025Q4: 2,197 shares 2,197$178K<0.01%+725Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 105 shares 105$178K<0.01%+99Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares 2,395$176K<0.01%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,087 shares; 2025Q1: 85 shares; 2025Q2: 390 shares; 2025Q3: 410 shares; 2025Q4: 498 shares 498$176K<0.01%+88Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 842 shares; 2025Q1: 837 shares; 2025Q2: 1,321 shares; 2025Q3: 888 shares; 2025Q4: 950 shares 950$175K<0.01%+62Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,158 shares; 2025Q3: 2,125 shares; 2025Q4: 2,069 shares 2,069$172K<0.01%-56Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 11,045 shares; 2025Q1: 12,164 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000$171K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares 4,400$168K<0.01%newTimeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 776 shares; 2025Q1: 1,166 shares; 2025Q2: 1,137 shares; 2025Q3: 726 shares; 2025Q4: 934 shares 934$167K<0.01%+208Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 800 shares; 2025Q1: 904 shares; 2025Q2: 864 shares; 2025Q3: 968 shares; 2025Q4: 1,046 shares 1,046$167K<0.01%+78Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,096 shares; 2025Q1: 1,862 shares; 2025Q2: 1,859 shares; 2025Q3: 1,860 shares; 2025Q4: 1,995 shares 1,995$166K<0.01%+135Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,746 shares; 2025Q2: 1,768 shares; 2025Q3: 1,791 shares; 2025Q4: 1,788 shares 1,788$166K<0.01%-3Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 8,350 shares 8,350$166K<0.01%+3,350Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares 1,476$165K<0.01%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares 399$165K<0.01%0Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,465 shares; 2025Q4: 3,621 shares 3,621$164K<0.01%-844Timeline
FPEIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,397 shares 8,397$163K<0.01%newTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 718 shares; 2025Q4: 748 shares 748$163K<0.01%+30Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 601 shares; 2025Q3: 540 shares; 2025Q4: 558 shares 558$161K<0.01%+18Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,873 shares; 2025Q1: 1,880 shares; 2025Q2: 2,067 shares; 2025Q3: 2,028 shares; 2025Q4: 2,043 shares 2,043$158K<0.01%+15Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 2,382 shares; 2025Q3: 2,983 shares; 2025Q4: 3,008 shares 3,008$158K<0.01%+25Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 512 shares; 2025Q1: 384 shares; 2025Q2: 322 shares; 2025Q3: 378 shares; 2025Q4: 372 shares 372$157K<0.01%-6Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 3,950 shares; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600$157K<0.01%0Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 430 shares; 2025Q4: 487 shares 487$156K<0.01%+57Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,352 shares; 2024Q4: 60,489 shares; 2025Q1: 62,874 shares; 2025Q2: 65,408 shares; 2025Q3: 4,530 shares; 2025Q4: 1,128 shares 1,128$156K<0.01%-3,402Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490$154K<0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,143 shares; 2024Q4: 28,187 shares; 2025Q1: 27,312 shares; 2025Q2: 27,312 shares; 2025Q3: 18,633 shares; 2025Q4: 1,503 shares 1,503$154K<0.01%-17,130Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483$154K<0.01%0Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,323 shares; 2025Q1: 820 shares; 2025Q2: 904 shares; 2025Q3: 821 shares; 2025Q4: 944 shares 944$152K<0.01%+123Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 115 shares; 2025Q3: 102 shares; 2025Q4: 161 shares 161$150K<0.01%+59Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 11,779 shares; 2025Q1: 11,703 shares; 2025Q2: 11,675 shares; 2025Q3: 8,361 shares; 2025Q4: 3,334 shares 3,334$149K<0.01%-5,027Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 315 shares; 2025Q1: 193 shares; 2025Q2: 980 shares; 2025Q3: 648 shares; 2025Q4: 927 shares 927$149K<0.01%+279Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,335 shares; 2025Q1: 2,706 shares; 2025Q2: 2,398 shares; 2025Q3: 2,787 shares; 2025Q4: 3,662 shares 3,662$148K<0.01%+875Timeline
MSDMORGAN STANLEY EMKT DBT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000$148K<0.01%0Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares 755$146K<0.01%newTimeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,733 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 3,156 shares 3,156$145K<0.01%+1,056Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,661 shares; 2025Q1: 2,756 shares; 2025Q2: 2,243 shares; 2025Q3: 695 shares; 2025Q4: 2,470 shares 2,470$145K<0.01%+1,775Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 264 shares; 2025Q2: 394 shares; 2025Q3: 559 shares; 2025Q4: 1,132 shares 1,132$144K<0.01%+573Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 68 shares; 2025Q1: 133 shares; 2025Q2: 132 shares; 2025Q3: 195 shares; 2025Q4: 171 shares 171$144K<0.01%-24Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 241 shares; 2025Q4: 827 shares 827$143K<0.01%+586Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 377 shares; 2025Q2: 597 shares; 2025Q3: 926 shares; 2025Q4: 1,188 shares 1,188$142K<0.01%+262Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 291 shares; 2025Q1: 394 shares; 2025Q2: 488 shares; 2025Q3: 764 shares; 2025Q4: 580 shares 580$141K<0.01%-184Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,131 shares; 2024Q4: 77,985 shares; 2025Q1: 3,593 shares; 2025Q2: 2,347 shares; 2025Q3: 1,408 shares; 2025Q4: 1,366 shares 1,366$140K<0.01%-42Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,143 shares; 2025Q3: 2,359 shares; 2025Q4: 2,307 shares 2,307$139K<0.01%-52Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000$139K<0.01%0Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,912 shares 2,912$139K<0.01%+1,612Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 162 shares; 2025Q3: 182 shares; 2025Q4: 327 shares 327$138K<0.01%+145Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 1,027 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 795 shares 795$135K<0.01%+263Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 4,815 shares; 2025Q1: 3,915 shares; 2025Q2: 9,345 shares; 2025Q3: 9,345 shares; 2025Q4: 9,545 shares 9,545$134K<0.01%+200Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,234 shares; 2025Q1: 4,593 shares; 2025Q2: 6,144 shares; 2025Q3: 4,959 shares; 2025Q4: 4,746 shares 4,746$133K<0.01%-213Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 575 shares; 2025Q3: 300 shares; 2025Q4: 638 shares 638$133K<0.01%+338Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 1,779 shares 1,779$133K<0.01%-1,000Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 485 shares; 2025Q2: 176 shares; 2025Q3: 202 shares; 2025Q4: 351 shares 351$131K<0.01%+149Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 116 shares; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 992 shares; 2025Q4: 998 shares 998$131K<0.01%+6Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,604 shares; 2024Q4: 19,963 shares; 2025Q1: 2,680 shares; 2025Q2: 2,404 shares; 2025Q3: 1,896 shares; 2025Q4: 1,968 shares 1,968$131K<0.01%+72Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 927 shares; 2025Q2: 929 shares; 2025Q3: 930 shares; 2025Q4: 931 shares 931$129K<0.01%+1Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 1,488 shares; 2025Q1: 2,104 shares; 2025Q2: 2,756 shares; 2025Q3: 2,846 shares; 2025Q4: 1,450 shares 1,450$128K<0.01%-1,396Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 72 shares; 2025Q4: 978 shares 978$127K<0.01%+906Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,332 shares; 2025Q1: 764 shares; 2025Q2: 746 shares; 2025Q3: 905 shares; 2025Q4: 956 shares 956$126K<0.01%+51Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,099 shares; 2025Q1: 1,883 shares; 2025Q2: 1,852 shares; 2025Q3: 1,946 shares; 2025Q4: 2,226 shares 2,226$126K<0.01%+280Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,296 shares; 2025Q4: 1,360 shares 1,360$126K<0.01%+64Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,677 shares; 2025Q1: 1,682 shares; 2025Q2: 1,684 shares; 2025Q3: 1,687 shares; 2025Q4: 1,689 shares 1,689$122K<0.01%+2Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200$121K<0.01%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,882 shares; 2025Q1: 1,757 shares; 2025Q2: 1,834 shares; 2025Q3: 632 shares; 2025Q4: 874 shares 874$119K<0.01%+242Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,594 shares; 2025Q1: 1,420 shares; 2025Q2: 1,401 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332$119K<0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 507 shares; 2025Q1: 7,447 shares; 2025Q2: 920 shares; 2025Q3: 969 shares; 2025Q4: 2,322 shares 2,322$118K<0.01%+1,353Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 11,840 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000$117K<0.01%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 31 shares; 2025Q1: 41 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 209 shares 209$117K<0.01%+131Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,570 shares; 2025Q4: 2,500 shares 2,500$117K<0.01%-70Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 1,574 shares 1,574$117K<0.01%+1,141Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,458 shares; 2025Q1: 1,932 shares; 2025Q2: 1,465 shares; 2025Q3: 2,291 shares; 2025Q4: 2,405 shares 2,405$117K<0.01%+114Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000$116K<0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 678 shares; 2025Q1: 1,466 shares; 2025Q2: 2,255 shares; 2025Q3: 2,248 shares; 2025Q4: 1,806 shares 1,806$115K<0.01%-442Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares 4,499$113K<0.01%newTimeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 257 shares; 2025Q4: 2,028 shares 2,028$112K<0.01%+1,771Timeline
XEFRXEATON VANCE SR FLTNG RTE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$111K<0.01%0Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 601 shares; 2025Q3: 553 shares; 2025Q4: 559 shares 559$111K<0.01%+6Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 10,124 shares; 2025Q1: 11,562 shares; 2025Q2: 16,693 shares; 2025Q3: 2,584 shares; 2025Q4: 2,750 shares 2,750$111K<0.01%+166Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 248 shares; 2025Q1: 399 shares; 2025Q2: 438 shares; 2025Q3: 424 shares; 2025Q4: 592 shares 592$110K<0.01%+168Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,854 shares; 2025Q1: 4,642 shares; 2025Q2: 4,642 shares; 2025Q3: 4,642 shares; 2025Q4: 5,407 shares 5,407$110K<0.01%+765Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 74 shares; 2025Q2: 122 shares; 2025Q3: 116 shares; 2025Q4: 141 shares 141$108K<0.01%+25Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 619 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770$108K<0.01%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 120 shares; 2025Q1: 36 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 1,543 shares 1,543$107K<0.01%+1,491Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 625 shares; 2025Q2: 639 shares; 2025Q3: 638 shares; 2025Q4: 643 shares 643$107K<0.01%+5Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 280 shares; 2025Q1: 4,862 shares; 2025Q2: 3,254 shares; 2025Q3: 3,932 shares; 2025Q4: 4,046 shares 4,046$106K<0.01%+114Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,744 shares; 2025Q1: 1,853 shares; 2025Q2: 1,857 shares; 2025Q3: 2,225 shares; 2025Q4: 825 shares 825$105K<0.01%-1,400Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 5,914 shares; 2025Q2: 727 shares; 2025Q3: 581 shares; 2025Q4: 891 shares 891$105K<0.01%+310Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 3,650 shares; 2025Q1: 3,669 shares; 2025Q2: 3,688 shares; 2025Q3: 3,506 shares; 2025Q4: 3,526 shares 3,526$104K<0.01%+20Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 1,470 shares 1,470$104K<0.01%+1,307Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares 1,892$104K<0.01%newTimeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822$102K<0.01%0Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,135 shares; 2025Q1: 1,269 shares; 2025Q2: 1,295 shares; 2025Q3: 1,192 shares; 2025Q4: 1,567 shares 1,567$102K<0.01%+375Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700$102K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,481 shares; 2025Q1: 6,286 shares; 2025Q2: 8,305 shares; 2025Q3: 5,857 shares; 2025Q4: 6,302 shares 6,302$101K<0.01%+445Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,264 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040$101K<0.01%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,146 shares; 2025Q1: 861 shares; 2025Q2: 890 shares; 2025Q3: 867 shares; 2025Q4: 1,011 shares 1,011$100K<0.01%+144Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 740 shares; 2025Q3: 734 shares; 2025Q4: 1,410 shares 1,410$100K<0.01%+676Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,108 shares 2,108$99.8K<0.01%+26Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 21 shares; 2025Q1: 326 shares; 2025Q2: 174 shares; 2025Q3: 290 shares; 2025Q4: 1,094 shares 1,094$98.4K<0.01%+804Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 426 shares; 2025Q3: 501 shares; 2025Q4: 787 shares 787$98.2K<0.01%+286Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares 1,494$97.7K<0.01%newTimeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 318 shares; 2025Q1: 527 shares; 2025Q2: 724 shares; 2025Q3: 757 shares; 2025Q4: 718 shares 718$97.6K<0.01%-39Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 1,784 shares; 2025Q1: 2,335 shares; 2025Q2: 3,059 shares; 2025Q3: 3,290 shares; 2025Q4: 2,896 shares 2,896$97.1K<0.01%-394Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 280 shares 280$96K<0.01%+158Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares 2,148$94.1K<0.01%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 125 shares; 2025Q2: 296 shares; 2025Q3: 251 shares; 2025Q4: 261 shares 261$94K<0.01%+10Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 65 shares; 2025Q2: 142 shares; 2025Q3: 171 shares; 2025Q4: 206 shares 206$93.8K<0.01%+35Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 1,021 shares 1,021$93.4K<0.01%+581Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,525 shares; 2025Q1: 1,623 shares; 2025Q2: 2,285 shares; 2025Q3: 1,017 shares; 2025Q4: 2,204 shares 2,204$92.8K<0.01%+1,187Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 738 shares; 2025Q4: 1,134 shares 1,134$91.9K<0.01%+396Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 115 shares; 2025Q1: 391 shares; 2025Q2: 1,427 shares; 2025Q3: 1,462 shares; 2025Q4: 1,427 shares 1,427$91.7K<0.01%-35Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,754 shares 2,754$91.7K<0.01%newTimeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 479 shares; 2025Q1: 815 shares; 2025Q2: 8,226 shares; 2025Q3: 6,880 shares; 2025Q4: 3,701 shares 3,701$91.7K<0.01%-3,179Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 1,567 shares; 2025Q3: 1,319 shares; 2025Q4: 668 shares 668$91.2K<0.01%-651Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,023 shares; 2025Q1: 2,304 shares; 2025Q2: 3,327 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423$90.2K<0.01%0Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,202 shares; 2025Q1: 2,324 shares; 2025Q2: 3,672 shares; 2025Q3: 3,711 shares; 2025Q4: 4,108 shares 4,108$90.1K<0.01%+397Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,534 shares 1,534$89.8K<0.01%newTimeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 437 shares; 2025Q3: 400 shares; 2025Q4: 789 shares 789$88.7K<0.01%+389Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 14,895 shares; 2025Q1: 14,982 shares; 2025Q2: 12,946 shares; 2025Q3: 14,089 shares; 2025Q4: 6,654 shares 6,654$88.2K<0.01%-7,435Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 95 shares; 2025Q4: 155 shares 155$88K<0.01%+60Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares 996$87.7K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 3,027 shares; 2025Q1: 3,052 shares; 2025Q2: 3,112 shares; 2025Q3: 1,092 shares; 2025Q4: 491 shares 491$87.4K<0.01%-601Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: 4,104 shares 4,104$87.1K<0.01%+1,185Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 3,075 shares 3,075$86.9K<0.01%+2,056Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 228 shares; 2025Q1: 845 shares; 2025Q2: 611 shares; 2025Q3: 1,014 shares; 2025Q4: 1,017 shares 1,017$85.2K<0.01%+3Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 113 shares; 2025Q1: 620 shares; 2025Q2: 740 shares; 2025Q3: 1,946 shares; 2025Q4: 2,330 shares 2,330$85.1K<0.01%+384Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$83.9K<0.01%0Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208$83.7K<0.01%0Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 2,645 shares; 2025Q1: 2,266 shares; 2025Q2: 1,695 shares; 2025Q3: 890 shares; 2025Q4: 911 shares 911$83.3K<0.01%+21Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,397 shares; 2025Q3: 4,397 shares; 2025Q4: 4,397 shares 4,397$83.3K<0.01%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 6 shares; 2025Q2: 192 shares; 2025Q3: 114 shares; 2025Q4: 1,074 shares 1,074$83.1K<0.01%+960Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,324 shares; 2025Q4: 4,342 shares 4,342$82.4K<0.01%+18Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,563 shares; 2025Q1: 7,503 shares; 2025Q2: 7,579 shares; 2025Q3: 613 shares; 2025Q4: 728 shares 728$82.2K<0.01%+115Timeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 8,000 shares 8,000$80.6K<0.01%-5,000Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$80.4K<0.01%newTimeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800$80.3K<0.01%0Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 170 shares; 2025Q1: 120 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares 131$79.3K<0.01%+2Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,075 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares 32,075$79.2K<0.01%0Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 148 shares; 2025Q1: 187 shares; 2025Q2: 339 shares; 2025Q3: 272 shares; 2025Q4: 368 shares 368$78.6K<0.01%+96Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,361 shares 3,361$78.3K<0.01%+18Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 26 shares; 2025Q1: 48 shares; 2025Q2: 113 shares; 2025Q3: 901 shares; 2025Q4: 1,700 shares 1,700$77.8K<0.01%+799Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 2,054 shares; 2025Q1: 2,000 shares; 2025Q2: 4,150 shares; 2025Q3: 3,107 shares; 2025Q4: 3,234 shares 3,234$77.3K<0.01%+127Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,613 shares; 2025Q4: 3,741 shares 3,741$77.2K<0.01%+2,128Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,010 shares 4,010$75.6K<0.01%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 1,703 shares; 2025Q4: 1,004 shares 1,004$74.7K<0.01%-699Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 755 shares 755$74.6K<0.01%+502Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 3,154 shares; 2025Q1: 6,291 shares; 2025Q2: 6,746 shares; 2025Q3: 7,240 shares; 2025Q4: 7,279 shares 7,279$73.6K<0.01%+39Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 601 shares; 2025Q4: 355 shares 355$73.6K<0.01%-246Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 8 shares; 2025Q1: 21 shares; 2025Q2: 254 shares; 2025Q3: 350 shares; 2025Q4: 361 shares 361$72.7K<0.01%+11Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 1,198 shares 1,198$72.4K<0.01%+254Timeline
TBFPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$72.4K<0.01%0Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 1,367 shares 1,367$71.9K<0.01%newTimeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,192 shares; 2025Q2: 25,192 shares; 2025Q3: 25,192 shares; 2025Q4: 25,192 shares 25,192$71.5K<0.01%0Timeline
TBLLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 655 shares; 2025Q2: 662 shares; 2025Q3: 668 shares; 2025Q4: 675 shares 675$71.3K<0.01%+7Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 38 shares; 2025Q1: 158 shares; 2025Q2: 155 shares; 2025Q3: 23 shares; 2025Q4: 169 shares 169$70.9K<0.01%+146Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 291 shares 291$70.7K<0.01%+91Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares 7,415$70.3K<0.01%0Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$69.7K<0.01%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 11 shares; 2025Q1: 22 shares; 2025Q2: 25 shares; 2025Q3: 415 shares; 2025Q4: 417 shares 417$69.4K<0.01%+2Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400$69.1K<0.01%newTimeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 322 shares; 2025Q3: 319 shares; 2025Q4: 381 shares 381$68.8K<0.01%+62Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 760 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 380 shares; 2025Q4: 384 shares 384$68.2K<0.01%+4Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$67.5K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 124 shares; 2025Q1: 181 shares; 2025Q2: 268 shares; 2025Q3: 190 shares; 2025Q4: 263 shares 263$67.3K<0.01%+73Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100$66.8K<0.01%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 149 shares; 2025Q1: 316 shares; 2025Q2: 317 shares; 2025Q3: 290 shares; 2025Q4: 307 shares 307$66.6K<0.01%+17Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130$66.4K<0.01%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,438 shares; 2025Q1: 2,284 shares; 2025Q2: 2,291 shares; 2025Q3: 3,104 shares; 2025Q4: 2,309 shares 2,309$65.8K<0.01%-795Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 52 shares; 2025Q2: 410 shares; 2025Q3: 213 shares; 2025Q4: 290 shares 290$65.7K<0.01%+77Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 193 shares; 2025Q1: 147 shares; 2025Q2: 446 shares; 2025Q3: 373 shares; 2025Q4: 406 shares 406$65.2K<0.01%+33Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares 1,231$65.1K<0.01%newTimeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 719 shares; 2025Q1: 695 shares; 2025Q2: 1,216 shares; 2025Q3: 1,175 shares; 2025Q4: 1,493 shares 1,493$65.1K<0.01%+318Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424$63.7K<0.01%0Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 1,459 shares; 2025Q3: 1,330 shares; 2025Q4: 1,510 shares 1,510$63K<0.01%+180Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 360 shares; 2025Q1: 378 shares; 2025Q2: 312 shares; 2025Q3: 274 shares; 2025Q4: 281 shares 281$62.7K<0.01%+7Timeline
ALNTALLIENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 366 shares; 2025Q2: 999 shares; 2025Q3: 951 shares; 2025Q4: 1,160 shares 1,160$62.4K<0.01%+209Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111$61.8K<0.01%newTimeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215$61.7K<0.01%0Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 58 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 782 shares; 2025Q4: 794 shares 794$61.5K<0.01%+12Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 518 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$60.7K<0.01%0Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 1,731 shares; 2025Q4: 1,861 shares 1,861$60.5K<0.01%+130Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 555 shares; 2025Q1: 466 shares; 2025Q2: 715 shares; 2025Q3: 1,934 shares; 2025Q4: 1,970 shares 1,970$60.2K<0.01%+36Timeline
NFGNATIONAL FUEL GAS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 883 shares; 2025Q3: 691 shares; 2025Q4: 747 shares 747$59.8K<0.01%+56Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares 1,233$59.3K<0.01%newTimeline
FADFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares 359$58.1K<0.01%newTimeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 3,936 shares; 2025Q1: 3,883 shares; 2025Q2: 3,903 shares; 2025Q3: 3,828 shares; 2025Q4: 3,328 shares 3,328$57.6K<0.01%-500Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 525 shares; 2025Q2: 613 shares; 2025Q3: 846 shares; 2025Q4: 1,096 shares 1,096$57.4K<0.01%+250Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 914 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792$57.1K<0.01%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,274 shares; 2024Q4: 62,208 shares; 2025Q1: 94,027 shares; 2025Q2: 50,854 shares; 2025Q3: 1,209 shares; 2025Q4: 2,877 shares 2,877$55K<0.01%+1,668Timeline
DEAEASTERLY GOVT PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares 2,593$54.9K<0.01%newTimeline
RIGLRIGEL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 476 shares; 2025Q2: 1,328 shares; 2025Q3: 1,238 shares; 2025Q4: 1,282 shares 1,282$54.9K<0.01%+44Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 35 shares; 2025Q3: 46 shares; 2025Q4: 99 shares 99$54.8K<0.01%+53Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 1,053 shares 1,053$54.3K<0.01%+196Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 111 shares; 2025Q1: 158 shares; 2025Q2: 560 shares; 2025Q3: 339 shares; 2025Q4: 364 shares 364$54.2K<0.01%+25Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 265 shares; 2025Q2: 589 shares; 2025Q3: 558 shares; 2025Q4: 620 shares 620$54K<0.01%+62Timeline
CNMDCONMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares 1,329$54K<0.01%newTimeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709$53.8K<0.01%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 18 shares; 2025Q2: 304 shares; 2025Q3: 366 shares; 2025Q4: 242 shares 242$53.8K<0.01%-124Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 125 shares; 2025Q2: 473 shares; 2025Q3: 368 shares; 2025Q4: 373 shares 373$53.7K<0.01%+5Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 222 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141$53.6K<0.01%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,050 shares; 2025Q1: 1,095 shares; 2025Q2: 129 shares; 2025Q3: 111 shares; 2025Q4: 113 shares 113$53K<0.01%+2Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 300 shares; 2025Q1: 408 shares; 2025Q2: 178 shares; 2025Q3: 237 shares; 2025Q4: 366 shares 366$52.9K<0.01%+129Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,514 shares; 2025Q1: 274 shares; 2025Q2: 301 shares; 2025Q3: 148 shares; 2025Q4: 148 shares 148$52.9K<0.01%0Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,054 shares; 2025Q1: 9,535 shares; 2025Q2: 9,536 shares; 2025Q3: 1,585 shares; 2025Q4: 1,998 shares 1,998$52.6K<0.01%+413Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 1,807 shares; 2025Q1: 3,438 shares; 2025Q2: 1,929 shares; 2025Q3: 2,968 shares; 2025Q4: 2,185 shares 2,185$52.5K<0.01%-783Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 686 shares; 2025Q1: 623 shares; 2025Q2: 1,068 shares; 2025Q3: 663 shares; 2025Q4: 805 shares 805$52.4K<0.01%+142Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 625 shares; 2025Q4: 629 shares 629$52K<0.01%+4Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 672 shares; 2025Q3: 520 shares; 2025Q4: 597 shares 597$51.5K<0.01%+77Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 494 shares 494$51.2K<0.01%+6Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 344 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$51.1K<0.01%0Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,220 shares; 2025Q4: 1,709 shares 1,709$50.9K<0.01%+489Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 1,731 shares; 2025Q3: 345 shares; 2025Q4: 353 shares 353$50.6K<0.01%+8Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 236 shares; 2025Q4: 255 shares 255$50.3K<0.01%+19Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 3 shares; 2025Q1: 31 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 103 shares 103$50.2K<0.01%+100Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400$50.1K<0.01%newTimeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 552 shares 552$50K<0.01%+85Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 516 shares 516$50K<0.01%+152Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares 45$49.4K<0.01%0Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares 2,890$49.2K<0.01%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 110 shares; 2025Q1: 369 shares; 2025Q2: 530 shares; 2025Q3: 132 shares; 2025Q4: 334 shares 334$49K<0.01%+202Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,418 shares 1,418$48.6K<0.01%0Timeline
MATVMATIV HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 3,961 shares 3,961$48.1K<0.01%+818Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 82 shares; 2025Q1: 304 shares; 2025Q2: 213 shares; 2025Q3: 316 shares; 2025Q4: 381 shares 381$48K<0.01%+65Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares 1,047$47.7K<0.01%newTimeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 650 shares 650$47.5K<0.01%+110Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455$47.4K<0.01%0Timeline
TEQIT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 1,030 shares; 2025Q1: 1,033 shares; 2025Q2: 1,038 shares; 2025Q3: 1,043 shares; 2025Q4: 1,048 shares 1,048$47.3K<0.01%+5Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares 1,082$47.2K<0.01%newTimeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,586 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232$47.2K<0.01%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 260 shares; 2025Q1: 441 shares; 2025Q2: 783 shares; 2025Q3: 1,073 shares; 2025Q4: 947 shares 947$46.9K<0.01%-126Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 54 shares; 2025Q1: 28 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 251 shares 251$46.5K<0.01%+111Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 357 shares; 2025Q4: 385 shares 385$45.6K<0.01%+28Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 652 shares 652$45.3K<0.01%+238Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 134 shares; 2025Q1: 355 shares; 2025Q2: 416 shares; 2025Q3: 406 shares; 2025Q4: 256 shares 256$44.6K<0.01%-150Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842$44.4K<0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 22 shares 22$44.3K<0.01%+6Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 72 shares; 2025Q1: 71 shares; 2025Q2: 80 shares; 2025Q3: 162 shares; 2025Q4: 176 shares 176$44.3K<0.01%+14Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 15 shares; 2025Q1: 21 shares; 2025Q2: 72 shares; 2025Q3: 57 shares; 2025Q4: 1,116 shares 1,116$44K<0.01%+1,059Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 1,192 shares; 2025Q3: 901 shares; 2025Q4: 975 shares 975$43.9K<0.01%+74
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 148 shares; 2025Q3: 155 shares; 2025Q4: 180 shares 180$43.4K<0.01%+25Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 350 shares 350$43.4K<0.01%+81Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 142 shares; 2025Q4: 127 shares 127$43.1K<0.01%-15Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 552 shares 552$43K<0.01%-240Timeline
BUIBLACKROCK UTILS INFRASTRUCTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares 1,673$43K<0.01%newTimeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487$42.7K<0.01%0Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 854 shares; 2025Q4: 954 shares 954$42.3K<0.01%+100Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 983 shares 983$42.2K<0.01%0Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 488 shares 488$42.2K<0.01%+77Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 529 shares 529$42K<0.01%+178Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 191 shares; 2025Q4: 207 shares 207$41.6K<0.01%+16Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,884 shares 1,884$41.5K<0.01%+181Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 42 shares; 2025Q1: 51 shares; 2025Q2: 131 shares; 2025Q3: 121 shares; 2025Q4: 150 shares 150$41.3K<0.01%+29Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 384 shares; 2025Q4: 1,362 shares 1,362$41.1K<0.01%+978Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 477 shares; 2025Q3: 363 shares; 2025Q4: 395 shares 395$40.7K<0.01%+32Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 938 shares; 2025Q3: 747 shares; 2025Q4: 815 shares 815$40.6K<0.01%+68Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 194 shares 194$40.6K<0.01%+56Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 557 shares; 2025Q1: 720 shares; 2025Q2: 1,774 shares; 2025Q3: 1,785 shares; 2025Q4: 2,105 shares 2,105$40.4K<0.01%+320Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 157 shares; 2025Q2: 166 shares; 2025Q3: 249 shares; 2025Q4: 306 shares 306$40.3K<0.01%+57Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 987 shares; 2025Q1: 953 shares; 2025Q2: 3,236 shares; 2025Q3: 2,798 shares; 2025Q4: 1,802 shares 1,802$40.3K<0.01%-996Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 140 shares; 2025Q1: 167 shares; 2025Q2: 468 shares; 2025Q3: 442 shares; 2025Q4: 535 shares 535$40.2K<0.01%+93Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,787 shares; 2025Q1: 2,949 shares; 2025Q2: 1,245 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244$40.2K<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 455 shares; 2025Q1: 325 shares; 2025Q2: 300 shares; 2025Q3: 179 shares; 2025Q4: 495 shares 495$39.2K<0.01%+316Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 455 shares 455$39.2K<0.01%+154Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 982 shares; 2025Q1: 288 shares; 2025Q2: 1,340 shares; 2025Q3: 390 shares; 2025Q4: 443 shares 443$39.2K<0.01%+53Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares 784$38.5K<0.01%newTimeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 1,215 shares; 2025Q3: 1,103 shares; 2025Q4: 1,312 shares 1,312$38.3K<0.01%+209Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 541 shares; 2025Q2: 949 shares; 2025Q3: 1,438 shares; 2025Q4: 756 shares 756$38.2K<0.01%-682Timeline
PEBPEBBLEBROOK HOTEL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,369 shares 3,369$38.1K<0.01%newTimeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 586 shares 586$37.8K<0.01%+262Timeline
EQLALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 815 shares 815$37.8K<0.01%+182Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 456 shares 456$37.5K<0.01%-354Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares 110$37.3K<0.01%newTimeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 754 shares; 2025Q3: 692 shares; 2025Q4: 807 shares 807$37.2K<0.01%+115Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 755 shares; 2025Q1: 1,101 shares; 2025Q2: 1,886 shares; 2025Q3: 1,876 shares; 2025Q4: 617 shares 617$37K<0.01%-1,259Timeline
PSTLPOSTAL REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 623 shares; 2025Q2: 2,026 shares; 2025Q3: 1,865 shares; 2025Q4: 2,279 shares 2,279$36.8K<0.01%+414Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 1,039 shares 1,039$36.7K<0.01%+385Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 934 shares 934$36.5K<0.01%+351Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,977 shares 2,977$36.5K<0.01%newTimeline
BCALCALIFORNIA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares 1,931$36.1K<0.01%newTimeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418$36K<0.01%0Timeline
NMRKNEWMARK GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 1,839 shares; 2025Q3: 1,723 shares; 2025Q4: 2,073 shares 2,073$36K<0.01%+350Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 38 shares; 2025Q2: 105 shares; 2025Q3: 97 shares; 2025Q4: 115 shares 115$35.2K<0.01%+18Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares 725$35.2K<0.01%newTimeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 110 shares 110$34.9K<0.01%+17Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 80 shares; 2025Q1: 690 shares; 2025Q2: 698 shares; 2025Q3: 705 shares; 2025Q4: 715 shares 715$34.8K<0.01%+10Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares 1,173$34.7K<0.01%0Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 324 shares 324$34.6K<0.01%+51Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,499 shares; 2025Q4: 1,629 shares 1,629$34.5K<0.01%+130Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 136 shares 136$34.5K<0.01%+16Timeline
FDHYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 677 shares; 2025Q3: 688 shares; 2025Q4: 699 shares 699$34.5K<0.01%+11Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares 2,937$34.5K<0.01%newTimeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975$34.4K<0.01%0Timeline
SFSTSOUTHERN FIRST BANCSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 475 shares; 2025Q4: 666 shares 666$34.3K<0.01%+191Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 415 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 524 shares; 2025Q4: 355 shares 355$34.2K<0.01%-169Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 934 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898$34.2K<0.01%0Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 85 shares; 2025Q3: 72 shares; 2025Q4: 76 shares 76$33.9K<0.01%+4Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 177 shares 177$33.9K<0.01%+98Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 518 shares; 2025Q1: 226 shares; 2025Q2: 202 shares; 2025Q3: 182 shares; 2025Q4: 166 shares 166$33.7K<0.01%-16Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 312 shares 312$33.1K<0.01%+38Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 96 shares; 2025Q1: 180 shares; 2025Q2: 339 shares; 2025Q3: 270 shares; 2025Q4: 382 shares 382$33K<0.01%+112Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,069 shares; 2025Q4: 1,185 shares 1,185$32.9K<0.01%+116Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 59 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 267 shares; 2025Q4: 269 shares 269$32.7K<0.01%+2Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,356 shares; 2025Q1: 1,380 shares; 2025Q2: 1,409 shares; 2025Q3: 1,431 shares; 2025Q4: 1,452 shares 1,452$32.4K<0.01%+21Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317$32.3K<0.01%newTimeline
UFCSUNITED FIRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 777 shares; 2025Q3: 745 shares; 2025Q4: 881 shares 881$32K<0.01%+136Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127$31.8K<0.01%0Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 521 shares; 2025Q2: 1,403 shares; 2025Q3: 1,431 shares; 2025Q4: 1,779 shares 1,779$31.7K<0.01%+348Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 94 shares; 2025Q3: 51 shares; 2025Q4: 57 shares 57$31.6K<0.01%+6Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,040 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$31.6K<0.01%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 317 shares; 2025Q4: 318 shares 318$31.6K<0.01%+1Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 12 shares; 2025Q1: 87 shares; 2025Q2: 139 shares; 2025Q3: 96 shares; 2025Q4: 109 shares 109$31.3K<0.01%+13Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares 677$30.9K<0.01%newTimeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 886 shares; 2025Q1: 1,055 shares; 2025Q2: 497 shares; 2025Q3: 146 shares; 2025Q4: 159 shares 159$30.9K<0.01%+13Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 19,475 shares; 2025Q1: 51,094 shares; 2025Q2: 61,196 shares; 2025Q3: 58,036 shares; 2025Q4: 457 shares 457$30.7K<0.01%-57,579Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 15,130 shares; 2025Q1: 16,046 shares; 2025Q2: 12,556 shares; 2025Q3: 7,861 shares; 2025Q4: 1,309 shares 1,309$30.6K<0.01%-6,552Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 44 shares; 2025Q3: 126 shares; 2025Q4: 217 shares 217$30.5K<0.01%+91Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,117 shares 1,117$30.4K<0.01%+17Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 739 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: 94 shares; 2025Q4: 187 shares 187$30.3K<0.01%+93Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares 383$30.3K<0.01%newTimeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 4,736 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 651 shares 651$30K<0.01%+270Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 80 shares; 2025Q1: 98 shares; 2025Q2: 206 shares; 2025Q3: 217 shares; 2025Q4: 229 shares 229$29.6K<0.01%+12Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$29.6K<0.01%newTimeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 590 shares; 2025Q2: 490 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340$29.6K<0.01%0Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,104 shares; 2025Q1: 1,069 shares; 2025Q2: 1,013 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304$29.4K<0.01%0Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 115 shares; 2025Q3: 160 shares; 2025Q4: 180 shares 180$29.1K<0.01%+20Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 264 shares; 2025Q4: 306 shares 306$29.1K<0.01%+42Timeline
PAHCPHIBRO ANIMAL HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 165 shares; 2025Q2: 593 shares; 2025Q3: 605 shares; 2025Q4: 775 shares 775$29K<0.01%+170Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 144 shares; 2025Q1: 177 shares; 2025Q2: 574 shares; 2025Q3: 584 shares; 2025Q4: 687 shares 687$28.9K<0.01%+103Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 614 shares 614$28.9K<0.01%+145Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 394 shares 394$28.9K<0.01%newTimeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390 shares 390$28.9K<0.01%newTimeline
CHCOCITY HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 70 shares; 2025Q1: 80 shares; 2025Q2: 217 shares; 2025Q3: 205 shares; 2025Q4: 241 shares 241$28.8K<0.01%+36Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,846 shares; 2025Q1: 4,788 shares; 2025Q2: 3,475 shares; 2025Q3: 1,064 shares; 2025Q4: 1,102 shares 1,102$28.7K<0.01%+38Timeline
NWPXNWPX INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 121 shares; 2025Q1: 142 shares; 2025Q2: 384 shares; 2025Q3: 390 shares; 2025Q4: 459 shares 459$28.7K<0.01%+69Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015$28.4K<0.01%newTimeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,038 shares; 2025Q1: 990 shares; 2025Q2: 1,006 shares; 2025Q3: 981 shares; 2025Q4: 990 shares 990$28.4K<0.01%+9Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,064 shares; 2025Q1: 953 shares; 2025Q2: 881 shares; 2025Q3: 316 shares; 2025Q4: 321 shares 321$28.3K<0.01%+5Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296$28.3K<0.01%0Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 296 shares 296$28.1K<0.01%+47Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares 611$28.1K<0.01%newTimeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares 2,034$28.1K<0.01%newTimeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares 1,769$28K<0.01%newTimeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 318 shares 318$27.7K<0.01%+100Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 385 shares 385$27.6K<0.01%+121Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 41 shares; 2025Q1: 82 shares; 2025Q2: 166 shares; 2025Q3: 136 shares; 2025Q4: 604 shares 604$27.5K<0.01%+468Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,429 shares; 2024Q4: 52,934 shares; 2025Q1: 47,458 shares; 2025Q2: 3,557 shares; 2025Q3: 811 shares; 2025Q4: 417 shares 417$27.3K<0.01%-394Timeline
PRKPARK NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 148 shares; 2025Q4: 178 shares 178$27.2K<0.01%+30Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 41 shares; 2025Q3: 317 shares; 2025Q4: 394 shares 394$27.1K<0.01%+77Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 610 shares 610$27.1K<0.01%+202Timeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 574 shares 574$27K<0.01%+123Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 184 shares; 2025Q4: 346 shares 346$26.7K<0.01%+162Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares 224$26.7K<0.01%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 593 shares; 2025Q3: 657 shares; 2025Q4: 983 shares 983$26.4K<0.01%+326Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 620 shares; 2025Q4: 751 shares 751$26.4K<0.01%+131Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029$26.3K<0.01%newTimeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 61 shares; 2025Q1: 201 shares; 2025Q2: 557 shares; 2025Q3: 518 shares; 2025Q4: 288 shares 288$25.9K<0.01%-230Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 555 shares; 2025Q1: 572 shares; 2025Q2: 495 shares; 2025Q3: 530 shares; 2025Q4: 766 shares 766$25.9K<0.01%+236Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 23 shares; 2025Q1: 27 shares; 2025Q2: 63 shares; 2025Q3: 72 shares; 2025Q4: 81 shares 81$25.9K<0.01%+9Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares 766$25.8K<0.01%newTimeline
HEGDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 1,005 shares 1,005$25.3K<0.01%+205Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares 1,848$25.3K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,442 shares 1,442$25.1K<0.01%+1,422Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 27 shares; 2025Q1: 56 shares; 2025Q2: 87 shares; 2025Q3: 73 shares; 2025Q4: 540 shares 540$25.1K<0.01%+467Timeline
PRTSCARPARTS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$25K<0.01%newTimeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 92 shares; 2025Q4: 97 shares 97$25K<0.01%+5Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 184 shares; 2025Q1: 214 shares; 2025Q2: 596 shares; 2025Q3: 609 shares; 2025Q4: 555 shares 555$24.9K<0.01%-54Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200$24.6K<0.01%newTimeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 113 shares 113$24.5K<0.01%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 978 shares; 2025Q2: 857 shares; 2025Q3: 195 shares; 2025Q4: 358 shares 358$24.5K<0.01%+163Timeline
MDPEDIATRIX MEDICAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 1,138 shares 1,138$24.4K<0.01%+219Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000$24.3K<0.01%newTimeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares 799$24.3K<0.01%newTimeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 480 shares; 2025Q4: 594 shares 594$24.2K<0.01%+114Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 991 shares 991$24.1K<0.01%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 58 shares; 2025Q1: 78 shares; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 263 shares 263$24.1K<0.01%+174Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$23.7K<0.01%newTimeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 697 shares 697$23.6K<0.01%newTimeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 156 shares; 2025Q4: 117 shares 117$23.4K<0.01%-39Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: 2,036 shares; 2025Q4: 2,141 shares 2,141$23.3K<0.01%+105Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296$23.3K<0.01%0Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares 557$23.2K<0.01%0Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 376 shares; 2025Q3: 391 shares; 2025Q4: 424 shares 424$23K<0.01%+33Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 187 shares 187$22.8K<0.01%0Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 19,282 shares; 2025Q1: 534 shares; 2025Q2: 169 shares; 2025Q3: 123 shares; 2025Q4: 114 shares 114$22.7K<0.01%-9Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares 246$22.7K<0.01%0Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 140 shares 140$22.5K<0.01%+99Timeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 753 shares 753$22.4K<0.01%+50Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 203 shares; 2025Q3: 263 shares; 2025Q4: 352 shares 352$22.4K<0.01%+89Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,492 shares; 2025Q1: 2,075 shares; 2025Q2: 2,339 shares; 2025Q3: 1,674 shares; 2025Q4: 1,495 shares 1,495$22.3K<0.01%-179Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,427 shares; 2025Q3: not reported; 2025Q4: 500 shares 500$22.1K<0.01%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 149 shares; 2025Q1: 237 shares; 2025Q2: 2,103 shares; 2025Q3: 2,070 shares; 2025Q4: 1,369 shares 1,369$22K<0.01%-701Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares 491$21.9K<0.01%0Timeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,512 shares; 2024Q4: 557 shares; 2025Q1: 73 shares; 2025Q2: 308 shares; 2025Q3: 105 shares; 2025Q4: 236 shares 236$21.9K<0.01%+131Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212$21.8K<0.01%0Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 21 shares; 2025Q1: 4 shares; 2025Q2: 66 shares; 2025Q3: 54 shares; 2025Q4: 66 shares 66$21.8K<0.01%+12Timeline
IVRINVESCO MORTGAGE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,306 shares; 2025Q4: 2,587 shares 2,587$21.8K<0.01%+281Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 48 shares; 2025Q2: 144 shares; 2025Q3: 142 shares; 2025Q4: 151 shares 151$21.6K<0.01%+9Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 26 shares; 2025Q2: 163 shares; 2025Q3: 270 shares; 2025Q4: 96 shares 96$21.6K<0.01%-174Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 476 shares; 2025Q4: 583 shares 583$21.6K<0.01%+107Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 573 shares 573$21.4K<0.01%newTimeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 132 shares; 2025Q1: 154 shares; 2025Q2: 955 shares; 2025Q3: 882 shares; 2025Q4: 1,162 shares 1,162$21.4K<0.01%+280Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 243 shares; 2025Q4: 169 shares 169$21.2K<0.01%-74Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 104 shares; 2025Q3: 101 shares; 2025Q4: 116 shares 116$21.1K<0.01%+15Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 14 shares; 2025Q1: 23 shares; 2025Q2: 28 shares; 2025Q3: 91 shares; 2025Q4: 103 shares 103$21.1K<0.01%+12Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 21 shares; 2025Q1: 212 shares; 2025Q2: 253 shares; 2025Q3: 240 shares; 2025Q4: 334 shares 334$21.1K<0.01%+94Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares 799$21K<0.01%newTimeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares 498$20.9K<0.01%newTimeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares 418$20.8K<0.01%newTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,295 shares; 2025Q4: 1,403 shares 1,403$20.8K<0.01%+108Timeline
XAWPXABRDN GLOBAL PREMIER PROPERTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400$20.7K<0.01%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,579 shares 1,579$20.7K<0.01%+279Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 777 shares; 2025Q4: 844 shares 844$20.4K<0.01%+67Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,621 shares; 2025Q2: 313 shares; 2025Q3: 363 shares; 2025Q4: 426 shares 426$20.4K<0.01%+63Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,673 shares 2,673$20.2K<0.01%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
WESWESTERN MIDSTREAM PARTNERS L16,504$648Kshares
TARGET CORPTARGET CORP5,525$496Kshares
UNILEVER PLCUNILEVER PLC6,721$398Kshares
KKELLANOVA3,410$280Kshares
USTBVICTORY PORTFOLIOS II2,809$143Kshares
SMHVANECK ETF TRUST302$98.4Kshares
USIGISHARES TR1,776$92.7Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR1,544$92.2Kshares
SCHXSCHWAB STRATEGIC TR2,994$78.9Kshares
FNDXSCHWAB STRATEGIC TR2,076$54.6Kshares
PPCPILGRIMS PRIDE CORP1,300$52.9Kshares
TFXTELEFLEX INCORPORATED358$43.8Kshares
PRNINVESCO EXCHANGE TRADED FD T220$38Kshares
APGAPI GROUP CORP1,088$37.4Kshares
WMSADVANCED DRAIN SYS INC DEL255$35.4Kshares
FIWFIRST TR EXCHANGE-TRADED FD310$34.8Kshares
HDEFDBX ETF TR1,166$34.3Kshares
SCHISCHWAB STRATEGIC TR1,439$33.2Kshares
RALRALLIANT CORP718$31.4Kshares
MGRCMCGRATH RENTCORP254$29.8Kshares
FNDESCHWAB STRATEGIC TR808$29.2Kshares
FNDASCHWAB STRATEGIC TR906$28.2Kshares
GILTGILAT SATELLITE NETWORKS LTD2,000$26Kshares
HYMBSPDR SERIES TRUST997$24.9Kshares
SMBSSCHWAB STRATEGIC TR905$23.3Kshares
PHOINVESCO EXCHANGE TRADED FD T320$23.1Kshares
NWSANEWS CORP NEW745$22.9Kshares
BCIABRDN ETFS955$20.6Kshares
CGWINVESCO EXCH TRADED FD TR II319$20.5Kshares
SCHESCHWAB STRATEGIC TR590$19.7Kshares
ITRIITRON INC155$19.3Kshares
JMTGJ P MORGAN EXCHANGE TRADED F378$19.3Kshares
ACMAECOM139$18.1Kshares
EWUISHARES TR423$17.8Kshares
POSTPOST HLDGS INC164$17.6Kshares
CBTCABOT CORP227$17.3Kshares
MMYTMAKEMYTRIP LIMITED MAURITIUS180$16.8Kshares
MINTPIMCO ETF TR158$15.9Kshares
SFLSFL CORPORATION LTD2,000$15.1Kshares
SCHCSCHWAB STRATEGIC TR313$14.2Kshares
SCHRSCHWAB STRATEGIC TR545$13.7Kshares
DUOLDUOLINGO INC39$12.6Kshares
EMLCVANECK ETF TRUST489$12.5Kshares
CVICVR ENERGY INC339$12.4Kshares
ONON SEMICONDUCTOR CORP238$11.7Kshares
TIPXSPDR SERIES TRUST608$11.7Kshares
NWLNEWELL BRANDS INC2,000$10.5Kshares
PXHINVESCO EXCH TRADED FD TR II408$10.4Kshares
PROPROS Holdings Inc450$10.3Kshares
STCSTEWART INFORMATION SVCS COR140$10.3Kshares
TRIPTRIPADVISOR INC605$9.84Kshares
FNDCSCHWAB STRATEGIC TR212$9.44Kshares
HAUZDBX ETF TR387$9.11Kshares
BMRNBIOMARIN PHARMACEUTICAL INC168$9.1Kshares
CRCRANE COMPANY45$8.29Kshares
GWRSGLOBAL WTR RES INC751$7.74Kshares
FTKFLOTEK INDUSTRIES INC517$7.55Kshares
COOCOOPER COS INC108$7.4Kshares
INTAINTAPP INC161$6.58Kshares
SCYBSCHWAB STRATEGIC TR240$6.42Kshares
SCHPSCHWAB STRATEGIC TR238$6.41Kshares
IQLTISHARES TR145$6.41Kshares
SGOVISHARES TR62$6.24Kshares
VUSBVANGUARD BD INDEX FDS123$6.15Kshares
EBNDSPDR SERIES TRUST274$5.85Kshares
CRGYCRESCENT ENERGY COMPANY626$5.58Kshares
USFRWISDOMTREE TR100$5.03Kshares
JPLDJ P MORGAN EXCHANGE TRADED F92$4.83Kshares
SPEMSPDR INDEX SHS FDS85$3.98Kshares
SCMBSCHWAB STRATEGIC TR155$3.97Kshares
KBWBINVESCO EXCH TRADED FD TR II49$3.83Kshares
LEN-BLENNAR CORP30$3.6Kshares
FEZSPDR INDEX SHS FDS55$3.42Kshares
STNSTANTEC INC31$3.35Kshares
APAAPA CORPORATION131$3.18Kshares
SPSBSPDR SERIES TRUST105$3.18Kshares
ODPTHE ODP CORP103$2.87Kshares
STMSTMICROELECTRONICS N V93$2.64Kshares
VNQIVANGUARD INTL EQUITY INDEX F47$2.24Kshares
CNMCORE & MAIN INC41$2.21Kshares
RNAMAVIDITY BIOSCIENCES INC50$2.18Kshares
WDWALKER & DUNLOP INC24$1.98Kshares
USRTISHARES TR31$1.82Kshares
IGVISHARES TR15$1.73Kshares
AITAPPLIED INDL TECHNOLOGIES IN6$1.57Kshares
ELFE L F BEAUTY INC10$1.32Kshares
LEALEAR CORP12$1.24Kshares
RAMPLIVERAMP HLDGS INC33$896shares
PSFEPAYSAFE LIMITED68$879shares
GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC16$777shares
LNTHLANTHEUS HLDGS INC14$718shares
SCHYSCHWAB STRATEGIC TR15$419shares
MKCMCCORMICK & CO INC4$273shares
COHEN & STEERS INFRASTRUCTURCOHEN & STEERS INFRASTRUCTUR1,842$144shares
GBXGREENBRIER COS INC3$116shares
CLEARBRIDGE ENERGY MIDSTRM OCLEARBRIDGE ENERGY MIDSTRM O492$9shares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000039263-26-000012 base2026-02-06acceptance time not in the bulk data set