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Geneos Wealth Management Inc.

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13F filer, CIK 1764754, ENGLEWOOD, CO

Geneos Wealth Management Inc. reported $4,088,443,658 across 2,459 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 16.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001764754-26-000001

Period
2025-12-31
Reported value
$4.09B
Holdings
2,459
Top 10 weight
16.38%
New
119
Sold out
122

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+21,234$13.3M
PTLadded+36,296$9.01M
IWVadded+22,437$8.68M
HISFadded+160,837$7.28M
JAVAadded+96,702$6.94M

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
NSCreduced-51,699-$14.9M
CYBERARK SOFTWARE LTD/ISRAELreduced-20,071-$8.95M
FSKreduced-389,811-$5.77M
FVDreduced-120,721-$5.56M
LMBSreduced-109,690-$5.48M

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 0001764754-26-000001, largest first. % of portfolio is the value over $4,088,443,658, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 615 shares; 2025Q1: 1,563 shares; 2025Q2: 1,077 shares; 2025Q3: 517 shares; 2025Q4: 129 shares 129$8.57K<0.01%-388Timeline
RSEECOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$8.56K<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: 105 shares; 2024Q4: 101 shares; 2025Q1: 385 shares; 2025Q2: 161 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26$8.54K<0.01%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 582 shares; 2025Q1: 1,611 shares; 2025Q2: 709 shares; 2025Q3: 358 shares; 2025Q4: 189 shares 189$8.5K<0.01%-169Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 413 shares; 2025Q2: 263 shares; 2025Q3: 117 shares; 2025Q4: 485 shares 485$8.5K<0.01%+368Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 186 shares; 2025Q2: 749 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$8.5K<0.01%0Timeline
VMOINVESCO MUN OPPORTUNIT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 1,180 shares; 2025Q2: 4,214 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885$8.47K<0.01%0Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 275 shares; 2025Q1: 653 shares; 2025Q2: 300 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230$8.46K<0.01%0Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 772 shares; 2025Q2: 274 shares; 2025Q3: 85 shares; 2025Q4: 44 shares 44$8.42K<0.01%-41Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 1,450 shares; 2025Q1: 3,756 shares; 2025Q2: 1,860 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450$8.29K<0.01%0Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,409 shares; 2025Q1: 20,545 shares; 2025Q2: 9,252 shares; 2025Q3: 1,700 shares; 2025Q4: 564 shares 564$8.29K<0.01%-1,136Timeline
BANKFINANCIAL CORPBANKFINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 1,035 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690$8.28K<0.01%0
REZISHARES TRQuarterly 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: 100 shares; 2025Q4: 100 shares 100$8.26K<0.01%0Timeline
CERSCERUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$8.24K<0.01%0Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 287 shares; 2025Q1: 966 shares; 2025Q2: 679 shares; 2025Q3: 537 shares; 2025Q4: 537 shares 537$8.24K<0.01%0Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,294 shares; 2025Q1: 3,582 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares 1,294$8.18K<0.01%0Timeline
SPDGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$8.16K<0.01%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 106 shares; 2025Q1: 484 shares; 2025Q2: 299 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206$8.13K<0.01%0Timeline
QDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 750 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$8.13K<0.01%0Timeline
GSBCGREAT SOUTHN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132$8.13K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 145 shares; 2025Q2: 91 shares; 2025Q3: 85 shares; 2025Q4: 45 shares 45$8.04K<0.01%-40Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 282 shares; 2025Q1: 286 shares; 2025Q2: 297 shares; 2025Q3: 181 shares; 2025Q4: 61 shares 61$8K<0.01%-120Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,495 shares; 2025Q1: 4,124 shares; 2025Q2: 1,399 shares; 2025Q3: 747 shares; 2025Q4: 765 shares 765$8K<0.01%+18Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,191 shares; 2025Q1: 2,712 shares; 2025Q2: 1,958 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$8K<0.01%0Timeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 327 shares; 2025Q2: 151 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126$7.97K<0.01%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 583 shares; 2025Q1: 1,411 shares; 2025Q2: 854 shares; 2025Q3: 393 shares; 2025Q4: 101 shares 101$7.96K<0.01%-292Timeline
ACESALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245$7.94K<0.01%0Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 791 shares 791$7.89K<0.01%+741Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 163 shares; 2025Q1: 639 shares; 2025Q2: 313 shares; 2025Q3: 140 shares; 2025Q4: 90 shares 90$7.86K<0.01%-50Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 101 shares; 2025Q4: 64 shares 64$7.86K<0.01%-37Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,455 shares; 2025Q1: 3,834 shares; 2025Q2: 4,007 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193$7.8K<0.01%0Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly 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: 278 shares 278$7.8K<0.01%newTimeline
IPKWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140$7.78K<0.01%0Timeline
BBAXJ 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: 114 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 138 shares 138$7.77K<0.01%newTimeline
COFSCHOICEONE FINANCIAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 261 shares 261$7.71K<0.01%newTimeline
ETGEATON VANCE TX ADV GLBL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 996 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332$7.67K<0.01%0Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$7.66K<0.01%0
PCTYPAYLOCITY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 33 shares; 2025Q2: 27 shares; 2025Q3: 16 shares; 2025Q4: 50 shares 50$7.62K<0.01%+34Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 1,698 shares; 2025Q2: 721 shares; 2025Q3: 570 shares; 2025Q4: 270 shares 270$7.62K<0.01%-300Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128$7.62K<0.01%0Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 300 shares; 2025Q4: 514 shares 514$7.6K<0.01%+214Timeline
ICVTISHARES TRQuarterly 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: 72 shares; 2025Q4: 77 shares 77$7.58K<0.01%+5Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 831 shares; 2025Q1: 3,462 shares; 2025Q2: 1,631 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831$7.56K<0.01%0Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 94 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$7.42K<0.01%0Timeline
QQQYTIDAL TRUST 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: 314 shares 314$7.39K<0.01%newTimeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$7.39K<0.01%0Timeline
UFOPROCURE ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 1,050 shares; 2025Q4: 190 shares 190$7.34K<0.01%-860Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$7.34K<0.01%0Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 378 shares; 2025Q1: 1,650 shares; 2025Q2: 677 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37$7.33K<0.01%0Timeline
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: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152$7.32K<0.01%0Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,890 shares; 2024Q4: 12,568 shares; 2025Q1: 148,210 shares; 2025Q2: 65,230 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$7.31K<0.01%0Timeline
IWMYTIDAL TRUST 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: 370 shares 370$7.29K<0.01%newTimeline
BYRNBYRNA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 46 shares; 2025Q1: 184 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433$7.27K<0.01%0Timeline
ZTRVIRTUS TOTAL RETURN FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 3,915 shares; 2025Q2: 2,770 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145$7.21K<0.01%0Timeline
STXEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$7.18K<0.01%0Timeline
TMFCRBB FD INCQuarterly 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: 100 shares; 2025Q4: 100 shares 100$7.18K<0.01%0Timeline
DSMCETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$7.09K<0.01%0Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 610 shares; 2025Q2: 239 shares; 2025Q3: 41 shares; 2025Q4: 141 shares 141$7.08K<0.01%+100Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,401 shares; 2025Q1: 15,858 shares; 2025Q2: 9,200 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642$7.05K<0.01%0Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 164 shares; 2025Q2: 64 shares; 2025Q3: 3 shares; 2025Q4: 5 shares 5$6.97K<0.01%+2Timeline
FBNCFIRST BANCORP N CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137$6.96K<0.01%0Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 1,326 shares; 2025Q1: 4,017 shares; 2025Q2: 2,454 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525$6.93K<0.01%0Timeline
JSMDJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85$6.93K<0.01%0Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 1,359 shares; 2025Q2: 532 shares; 2025Q3: 37 shares; 2025Q4: 84 shares 84$6.89K<0.01%+47Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135$6.89K<0.01%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,708 shares; 2024Q4: 26,842 shares; 2025Q1: 126,029 shares; 2025Q2: 36,603 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280$6.82K<0.01%0Timeline
MKC-VMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$6.8K<0.01%newTimeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 950 shares; 2025Q1: 1,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 350 shares 350$6.78K<0.01%-750Timeline
STRASTRATEGIC ED 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: 84 shares; 2025Q4: 84 shares 84$6.74K<0.01%0Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 496 shares 496$6.7K<0.01%-304Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 302 shares; 2025Q1: 962 shares; 2025Q2: 632 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604$6.67K<0.01%0Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500$6.65K<0.01%newTimeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 1,116 shares; 2025Q2: 524 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405$6.62K<0.01%0Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares 984$6.61K<0.01%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: 2,069 shares; 2025Q2: 1,062 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66$6.58K<0.01%0Timeline
SCHKSCHWAB STRATEGIC 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$6.56K<0.01%0Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450$6.54K<0.01%0Timeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,835 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$6.53K<0.01%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 1,886 shares; 2025Q2: 704 shares; 2025Q3: 804 shares; 2025Q4: 804 shares 804$6.49K<0.01%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337 shares; 2025Q2: 486 shares; 2025Q3: 100 shares; 2025Q4: 1,300 shares 1,300$6.49K<0.01%+1,200Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267$6.46K<0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 416 shares; 2025Q2: 215 shares; 2025Q3: 32 shares; 2025Q4: 30 shares 30$6.44K<0.01%-2Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 60 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40$6.4K<0.01%0Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645$6.39K<0.01%0Timeline
PZZAPAPA JOHNS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 372 shares; 2025Q2: 174 shares; 2025Q3: 165 shares; 2025Q4: 166 shares 166$6.37K<0.01%+1Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 110 shares; 2025Q1: 172 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160$6.29K<0.01%0Timeline
DIVGLOBAL 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: 533 shares; 2025Q4: 360 shares 360$6.23K<0.01%-173Timeline
EUMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310 shares; 2025Q1: 930 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310$6.22K<0.01%0Timeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240$6.21K<0.01%0Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$6.15K<0.01%0Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 336 shares; 2025Q1: 993 shares; 2025Q2: 475 shares; 2025Q3: 338 shares; 2025Q4: 339 shares 339$6.13K<0.01%+1Timeline
ABNDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 32 shares; 2025Q1: 138 shares; 2025Q2: 106 shares; 2025Q3: 96 shares; 2025Q4: 138 shares 138$6.09K<0.01%+42Timeline
GDOWSTRN AST GLBL CORP OPP FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,545 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515$6.08K<0.01%0Timeline
MFDXPIMCO EQUITY SERQuarterly 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: 158 shares 158$6.07K<0.01%newTimeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 5,017 shares; 2025Q1: 70,209 shares; 2025Q2: 33,093 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570$6.06K<0.01%0Timeline
EMHYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 885 shares; 2025Q1: 1,150 shares; 2025Q2: 605 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$6.06K<0.01%0Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 1,698 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312$5.97K<0.01%0Timeline
NDIAGLOBAL 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 200 shares 200$5.96K<0.01%-200Timeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313 shares; 2025Q1: 1,466 shares; 2025Q2: 1,724 shares; 2025Q3: 413 shares; 2025Q4: 388 shares 388$5.95K<0.01%-25Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 84 shares; 2025Q1: 178 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$5.94K<0.01%0Timeline
GFIGOLD FIELDS 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: 136 shares 136$5.94K<0.01%newTimeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 2,075 shares; 2025Q2: 1,126 shares; 2025Q3: 194 shares; 2025Q4: 127 shares 127$5.93K<0.01%-67Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 1,332 shares; 2025Q2: 720 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508$5.93K<0.01%0Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 94 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 13 shares 13$5.92K<0.01%newTimeline
JHIDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 231 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154$5.86K<0.01%0Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 300 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 60 shares 60$5.84K<0.01%-90Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60$5.8K<0.01%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,847 shares; 2025Q2: 1,346 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133$5.8K<0.01%0Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120$5.64K<0.01%0Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 4,649 shares; 2025Q2: 1,797 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$5.61K<0.01%0Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 238 shares; 2025Q1: 410 shares; 2025Q2: 353 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$5.61K<0.01%0Timeline
FRIFIRST 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: 204 shares 204$5.57K<0.01%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: 10 shares 10$5.51K<0.01%newTimeline
BULPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 547 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$5.51K<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: 226 shares; 2025Q1: 679 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares 453$5.5K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 1,420 shares; 2025Q1: 7,965 shares; 2025Q2: 3,338 shares; 2025Q3: 505 shares; 2025Q4: 212 shares 212$5.49K<0.01%-293Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,142 shares; 2025Q1: 2,092 shares; 2025Q2: 2,399 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66$5.47K<0.01%0Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,370 shares; 2025Q1: 13,958 shares; 2025Q2: 5,353 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316$5.45K<0.01%0Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155$5.45K<0.01%0Timeline
VISNVISTANCE NETWORKS INCQuarterly 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$5.44K<0.01%0Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 666 shares; 2025Q2: 327 shares; 2025Q3: 30 shares; 2025Q4: 90 shares 90$5.35K<0.01%+60Timeline
SERVSERVE ROBOTICS 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: 513 shares 513$5.33K<0.01%newTimeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$5.31K<0.01%0Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 150 shares; 2025Q1: 250 shares; 2025Q2: 150 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$5.31K<0.01%0Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 116 shares; 2025Q1: 482 shares; 2025Q2: 183 shares; 2025Q3: not reported; 2025Q4: 22 shares 22$5.3K<0.01%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 605 shares; 2025Q1: 2,787 shares; 2025Q2: 976 shares; 2025Q3: 82 shares; 2025Q4: 82 shares 82$5.22K<0.01%0Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 34 shares; 2025Q1: 116 shares; 2025Q2: 117 shares; 2025Q3: 26 shares; 2025Q4: 18 shares 18$5.22K<0.01%-8Timeline
OPRAOPERA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 100 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares 367$5.2K<0.01%0Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 340 shares; 2025Q1: 598 shares; 2025Q2: 552 shares; 2025Q3: not reported; 2025Q4: 500 shares 500$5.19K<0.01%newTimeline
FULTFULTON FINL CORP PAQuarterly 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: 268 shares; 2025Q4: 268 shares 268$5.18K<0.01%0Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 487 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$5.15K<0.01%0Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 7 shares; 2025Q4: 10 shares 10$5.11K<0.01%+3Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140$5.08K<0.01%0Timeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 416 shares; 2025Q2: 271 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160$5.08K<0.01%0Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$5.07K<0.01%0Timeline
CVLCMORGAN STANLEY ETF 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: 50 shares; 2025Q4: 60 shares 60$5.05K<0.01%+10Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 153 shares; 2025Q1: 383 shares; 2025Q2: 416 shares; 2025Q3: 42 shares; 2025Q4: 29 shares 29$5.05K<0.01%-13Timeline
SPPPSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 450 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$5.05K<0.01%0Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$5.04K<0.01%0Timeline
SFYTIDAL TRUST IQuarterly 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: 38 shares; 2025Q4: 38 shares 38$5.02K<0.01%0Timeline
TDFTEMPLETON DRAGON FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443$4.99K<0.01%0Timeline
NMAINUVEEN MULTI ASSET INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 574 shares; 2025Q1: 381 shares; 2025Q2: 1,423 shares; 2025Q3: 381 shares; 2025Q4: 381 shares 381$4.97K<0.01%0Timeline
DGRSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 125 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$4.96K<0.01%0Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$4.96K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 347 shares; 2025Q2: 161 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85$4.94K<0.01%0Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 108 shares; 2025Q2: 111 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170$4.93K<0.01%0Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 57 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 16 shares 16$4.9K<0.01%newTimeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$4.9K<0.01%0Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 565 shares; 2025Q2: 214 shares; 2025Q3: not reported; 2025Q4: 35 shares 35$4.89K<0.01%newTimeline
NBOSNEUBERGER BERMAN ETF 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: 249 shares; 2025Q4: 178 shares 178$4.86K<0.01%-71Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 1,304 shares; 2025Q2: 623 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$4.86K<0.01%0Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 25 shares; 2025Q1: 279 shares; 2025Q2: 174 shares; 2025Q3: 8 shares; 2025Q4: 19 shares 19$4.82K<0.01%+11Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 1,229 shares; 2025Q2: 582 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23$4.81K<0.01%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 137 shares; 2025Q1: 578 shares; 2025Q2: 245 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13$4.79K<0.01%0Timeline
JFRNUVEEN FLOATING RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,375 shares; 2025Q1: 22,908 shares; 2025Q2: 22,139 shares; 2025Q3: 1,362 shares; 2025Q4: 612 shares 612$4.79K<0.01%-750Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,219 shares; 2025Q1: 1,999 shares; 2025Q2: 2,208 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307$4.79K<0.01%0Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500$4.74K<0.01%0Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 80 shares; 2025Q1: 580 shares; 2025Q2: 250 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54$4.71K<0.01%0Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,233 shares; 2025Q1: 8,432 shares; 2025Q2: 3,326 shares; 2025Q3: not reported; 2025Q4: 241 shares 241$4.66K<0.01%newTimeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly 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: 18 shares; 2025Q3: 13 shares; 2025Q4: 46 shares 46$4.65K<0.01%+33Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 308 shares; 2025Q1: 464 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 28 shares 28$4.65K<0.01%newTimeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$4.63K<0.01%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 217 shares; 2025Q1: 204 shares; 2025Q2: 199 shares; 2025Q3: 64 shares; 2025Q4: 36 shares 36$4.6K<0.01%-28Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 181 shares; 2025Q2: 183 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18$4.59K<0.01%0Timeline
KOSKOSMOS ENERGY LTDQuarterly 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: 7,500 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,986 shares 4,986$4.54K<0.01%-14Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 80 shares; 2025Q4: 25 shares 25$4.53K<0.01%-55Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 87 shares; 2025Q1: 235 shares; 2025Q2: 27 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$4.52K<0.01%0Timeline
IDRIDAHO STRATEGIC RESOURCESQuarterly 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: 112 shares; 2025Q4: 112 shares 112$4.51K<0.01%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$4.51K<0.01%0Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 10,440 shares; 2025Q1: 44,476 shares; 2025Q2: 16,622 shares; 2025Q3: 126 shares; 2025Q4: 177 shares 177$4.5K<0.01%+51Timeline
METCRAMACO RES 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: 250 shares; 2025Q4: 250 shares 250$4.5K<0.01%0Timeline
QOWZINVESCO 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: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$4.48K<0.01%0Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,682 shares; 2024Q4: 20,944 shares; 2025Q1: 6,580 shares; 2025Q2: 2,698 shares; 2025Q3: 77 shares; 2025Q4: 38 shares 38$4.46K<0.01%-39Timeline
AGNGGLOBAL 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: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124$4.45K<0.01%0Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 446 shares; 2025Q2: 1,225 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168$4.43K<0.01%0Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 378 shares; 2025Q2: 376 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$4.38K<0.01%0Timeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,243 shares; 2025Q1: 2,357 shares; 2025Q2: 1,256 shares; 2025Q3: 557 shares; 2025Q4: 557 shares 557$4.35K<0.01%0Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 165 shares 165$4.33K<0.01%+1Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 61 shares; 2025Q2: 52 shares; 2025Q3: not reported; 2025Q4: 12 shares 12$4.32K<0.01%newTimeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 882 shares; 2025Q1: 353 shares; 2025Q2: 132 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$4.31K<0.01%0Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 267 shares; 2025Q1: 2,727 shares; 2025Q2: 876 shares; 2025Q3: 176 shares; 2025Q4: 176 shares 176$4.3K<0.01%0Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 237 shares; 2025Q1: 695 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65$4.3K<0.01%0Timeline
PSCEINVESCO 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$4.3K<0.01%0Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$4.29K<0.01%0Timeline
PFDFLAHERTY & CRUMRINE PFD INCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 920 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360$4.27K<0.01%0Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 257 shares; 2025Q1: 576 shares; 2025Q2: 931 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$4.25K<0.01%0Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 226 shares; 2025Q1: 940 shares; 2025Q2: 420 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35$4.21K<0.01%0Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 1,061 shares; 2025Q2: 492 shares; 2025Q3: 134 shares; 2025Q4: 51 shares 51$4.18K<0.01%-83Timeline
DDIVFIRST TR EXCHANGE TRADED FDQuarterly 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: 100 shares; 2025Q4: 100 shares 100$4.15K<0.01%0Timeline
MSFOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 232 shares; 2025Q3: 246 shares; 2025Q4: 266 shares 266$4.12K<0.01%+20Timeline
FLRGFIDELITY 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: 108 shares; 2025Q4: 108 shares 108$4.1K<0.01%0Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$4.09K<0.01%0Timeline
FLNGFLEX LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares 164$4.09K<0.01%0Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 221 shares; 2025Q2: 210 shares; 2025Q3: 200 shares; 2025Q4: 100 shares 100$4.09K<0.01%-100Timeline
KSSKOHLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 304 shares; 2025Q1: 1,061 shares; 2025Q2: 330 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$4.08K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,304 shares; 2025Q1: 2,905 shares; 2025Q2: 1,851 shares; 2025Q3: 617 shares; 2025Q4: 567 shares 567$4.07K<0.01%-50Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 244 shares; 2025Q1: 2,227 shares; 2025Q2: 1,148 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$4.02K<0.01%0Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 150 shares; 2025Q1: 959 shares; 2025Q2: 379 shares; 2025Q3: 39 shares; 2025Q4: 104 shares 104$4.02K<0.01%+65Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 204 shares; 2025Q1: 800 shares; 2025Q2: 225 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$4.02K<0.01%0Timeline
VSTSVESTIS 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 600 shares 600$4K<0.01%-400Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares 202$3.99K<0.01%0Timeline
CPACOPA HOLDINGS 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: 33 shares 33$3.98K<0.01%newTimeline
MDWDMEDIWOUND LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215$3.97K<0.01%0Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$3.88K<0.01%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 1,392 shares; 2025Q2: 517 shares; 2025Q3: not reported; 2025Q4: 83 shares 83$3.88K<0.01%newTimeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 576 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32$3.88K<0.01%0Timeline
SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS 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: 452 shares; 2025Q4: 452 shares 452$3.87K<0.01%0
ORAORMAT 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: 35 shares; 2025Q4: 35 shares 35$3.87K<0.01%0Timeline
AGIALAMOS GOLD 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$3.86K<0.01%0Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126$3.85K<0.01%0Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 15 shares 15$3.83K<0.01%newTimeline
PSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$3.82K<0.01%0Timeline
FBYTIDAL TRUST 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: 243 shares; 2025Q3: 267 shares; 2025Q4: 301 shares 301$3.79K<0.01%+34Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 101 shares; 2025Q2: 68 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43$3.75K<0.01%0Timeline
JANTAIM ETF PRODUCTS 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: 146 shares; 2025Q4: 90 shares 90$3.71K<0.01%-56Timeline
OBEOBSIDIAN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 1,454 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares 599$3.67K<0.01%0Timeline
IGOVISHARES 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: 88 shares 88$3.67K<0.01%newTimeline
RIVRIVERNORTH OPPORTUNITIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 930 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares 310$3.64K<0.01%0Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 480 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360$3.6K<0.01%0Timeline
BTALAGF INVTS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,150 shares; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250$3.6K<0.01%newTimeline
QXOQXO 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: 550 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$3.59K<0.01%0Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 699 shares; 2025Q1: 4,819 shares; 2025Q2: 2,157 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$3.58K<0.01%0Timeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,226 shares; 2024Q4: 22,276 shares; 2025Q1: 33,952 shares; 2025Q2: 16,576 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651$3.55K<0.01%0Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 39 shares; 2025Q1: 276 shares; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: 74 shares 74$3.52K<0.01%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 5,437 shares; 2025Q1: 18,815 shares; 2025Q2: 8,197 shares; 2025Q3: 2,602 shares; 2025Q4: 129 shares 129$3.49K<0.01%-2,473Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 463 shares; 2025Q2: 197 shares; 2025Q3: 20 shares; 2025Q4: 79 shares 79$3.49K<0.01%+59Timeline
XTISHARES 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$3.49K<0.01%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 322 shares; 2025Q2: 174 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75$3.49K<0.01%0Timeline
IRDMIRIDIUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$3.48K<0.01%0Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 489 shares; 2025Q1: 1,320 shares; 2025Q2: 420 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147$3.47K<0.01%0Timeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 89 shares; 2025Q3: 32 shares; 2025Q4: 175 shares 175$3.44K<0.01%+143Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 704 shares; 2025Q2: 329 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$3.39K<0.01%0Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 410 shares; 2025Q1: 307 shares; 2025Q2: 4,554 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405$3.38K<0.01%0
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 240 shares; 2025Q1: 402 shares; 2025Q2: 249 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153$3.37K<0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,867 shares; 2024Q4: 16,365 shares; 2025Q1: 42,840 shares; 2025Q2: 42,324 shares; 2025Q3: not reported; 2025Q4: 50 shares 50$3.37K<0.01%newTimeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 45 shares; 2025Q1: 143 shares; 2025Q2: 93 shares; 2025Q3: 43 shares; 2025Q4: 52 shares 52$3.37K<0.01%+9Timeline
UVEUNIVERSAL INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$3.31K<0.01%0Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 276 shares; 2025Q2: 184 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$3.31K<0.01%0Timeline
SGMLSIGMA LITHIUM 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: 250 shares; 2025Q4: 250 shares 250$3.3K<0.01%0Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 739 shares; 2025Q1: 1,492 shares; 2025Q2: 1,600 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$3.25K<0.01%0Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 133 shares; 2025Q1: 714 shares; 2025Q2: 210 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31$3.25K<0.01%0Timeline
CHGGCHEGG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares 3,471$3.23K<0.01%0Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 4,279 shares; 2025Q2: 1,135 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855$3.18K<0.01%0Timeline
JCPIJ 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: not reported; 2025Q4: 66 shares 66$3.18K<0.01%newTimeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 7,031 shares; 2025Q1: 15,368 shares; 2025Q2: 7,007 shares; 2025Q3: 3,109 shares; 2025Q4: 250 shares 250$3.17K<0.01%-2,859Timeline
MITTTPG MTG INVTS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366$3.12K<0.01%0Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172$3.1K<0.01%0Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 1,974 shares; 2025Q1: 9,302 shares; 2025Q2: 2,778 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99$3.08K<0.01%0Timeline
QUBTQUANTUM COMPUTING 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: 300 shares 300$3.08K<0.01%0Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 914 shares; 2025Q1: 2,408 shares; 2025Q2: 1,113 shares; 2025Q3: 568 shares; 2025Q4: 168 shares 168$3.03K<0.01%-400Timeline
IHSIHS HOLDING LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 1,215 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405$3.02K<0.01%0Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 42 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18$3.01K<0.01%0Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 218 shares; 2025Q4: 129 shares 129$3.01K<0.01%-89Timeline
WEAWESTERN ASSET PREMIER BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares 271$2.99K<0.01%0Timeline
PUBMPUBMATIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares 333$2.95K<0.01%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$2.92K<0.01%0Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 2,468 shares; 2025Q2: 665 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65$2.9K<0.01%0Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 182 shares; 2025Q2: 202 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$2.88K<0.01%0Timeline
OSCROSCAR HEALTH 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: 200 shares; 2025Q4: 200 shares 200$2.87K<0.01%0Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598$2.87K<0.01%0Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,094 shares; 2024Q4: 20,785 shares; 2025Q1: 83,508 shares; 2025Q2: 80,271 shares; 2025Q3: 70 shares; 2025Q4: 111 shares 111$2.87K<0.01%+41Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 21 shares 21$2.86K<0.01%newTimeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64$2.86K<0.01%0Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares 200$2.85K<0.01%0Timeline
VIPSVIPSHOP HLDGS 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: 161 shares 161$2.85K<0.01%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 293 shares; 2025Q2: 237 shares; 2025Q3: 10 shares; 2025Q4: 27 shares 27$2.81K<0.01%+17Timeline
VTSVITESSE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146$2.81K<0.01%0Timeline
FTXNFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 1,525 shares; 2025Q2: 725 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$2.79K<0.01%0Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 250 shares; 2025Q1: 840 shares; 2025Q2: 477 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124$2.79K<0.01%0Timeline
PSQHPSQ HOLDINGS 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: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700$2.78K<0.01%newTimeline
NVCRNOVOCURE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213$2.75K<0.01%0Timeline
OPPRIVERNORTH DOUBLELINE STRATEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 7,395 shares; 2025Q2: 3,346 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345$2.74K<0.01%0Timeline
COALEXCHANGE TRADED CONCEPTS TRUQuarterly 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: 120 shares; 2025Q4: 120 shares 120$2.74K<0.01%0Timeline
CLDTCHATHAM LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$2.72K<0.01%0Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 804 shares; 2025Q2: 343 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74$2.7K<0.01%0Timeline
DYNDYNE THERAPEUTICS 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: 138 shares 138$2.7K<0.01%newTimeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 59 shares; 2025Q1: 58 shares; 2025Q2: 78 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44$2.69K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 758 shares; 2025Q1: 1,768 shares; 2025Q2: 484 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522$2.66K<0.01%0Timeline
SPOKSPOK 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: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$2.64K<0.01%0Timeline
BKCHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$2.62K<0.01%0Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 210 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 26 shares 26$2.61K<0.01%newTimeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 240 shares; 2025Q1: 15,628 shares; 2025Q2: 14,834 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240$2.6K<0.01%0Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 33,578 shares; 2025Q2: 33,772 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51$2.51K<0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 1,189 shares; 2025Q2: 1,384 shares; 2025Q3: 71 shares; 2025Q4: 64 shares 64$2.51K<0.01%-7Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 794 shares; 2025Q2: 291 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52$2.5K<0.01%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,855 shares; 2025Q1: 46,570 shares; 2025Q2: 17,523 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112$2.39K<0.01%0Timeline
OCCOPTICAL CABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528$2.35K<0.01%0Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 79 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49$2.33K<0.01%0Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 880 shares; 2025Q1: 1,723 shares; 2025Q2: 1,049 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144$2.31K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 137 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4$2.29K<0.01%0Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: 9,260 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$2.28K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 9 shares; 2025Q1: 55 shares; 2025Q2: 27 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9$2.27K<0.01%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 287 shares; 2025Q1: 2,509 shares; 2025Q2: 1,277 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128$2.27K<0.01%0Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 341 shares; 2025Q1: 468 shares; 2025Q2: 273 shares; 2025Q3: 54 shares; 2025Q4: 12 shares 12$2.26K<0.01%-42Timeline
MILKPACER 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: 92 shares; 2025Q4: 92 shares 92$2.26K<0.01%0Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 17 shares 17$2.26K<0.01%newTimeline
CNRGSPDR SERIES 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: not reported; 2025Q4: 25 shares 25$2.24K<0.01%newTimeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 654 shares; 2025Q2: 271 shares; 2025Q3: 106 shares; 2025Q4: 25 shares 25$2.23K<0.01%-81Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 30 shares; 2025Q2: 36 shares; 2025Q3: 9 shares; 2025Q4: 16 shares 16$2.2K<0.01%+7Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 115 shares; 2025Q3: 48 shares; 2025Q4: 48 shares 48$2.2K<0.01%0Timeline
BHEBENCHMARK ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51$2.18K<0.01%0Timeline
WTREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102$2.17K<0.01%0Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$2.17K<0.01%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 258 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15$2.15K<0.01%0Timeline
TPHTRI POINTE HOMES INCQuarterly 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: not reported; 2025Q3: 182 shares; 2025Q4: 68 shares 68$2.14K<0.01%-114Timeline
USRTISHARES 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37$2.11K<0.01%0Timeline
REZIRESIDEO 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: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60$2.11K<0.01%0Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25$2.11K<0.01%0Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122$2.1K<0.01%0Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 156 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 17 shares 17$2.09K<0.01%newTimeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 161 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares 58$2.09K<0.01%0Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 4,115 shares; 2025Q2: 2,056 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70$2.04K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117$2.04K<0.01%0Timeline
MVISMICROVISION INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450$2.03K<0.01%0Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares 326$2.01K<0.01%0Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 187 shares; 2025Q1: 351 shares; 2025Q2: 187 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$2K<0.01%0Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 124 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80$2K<0.01%0Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 4,095 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$1.98K<0.01%0Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 134 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134$1.98K<0.01%0Timeline
SAMBOSTON BEER 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$1.95K<0.01%0Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 243 shares; 2025Q2: 138 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105$1.94K<0.01%0Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 764 shares; 2025Q2: 282 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$1.94K<0.01%0Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 150 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90$1.93K<0.01%0Timeline
HUMAHUMACYTE 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: 2,000 shares 2,000$1.92K<0.01%newTimeline
STKLSUNOPTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 684 shares; 2025Q1: 1,736 shares; 2025Q2: 684 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$1.9K<0.01%0Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138$1.89K<0.01%0Timeline
GLSIGREENWICH LIFESCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88$1.85K<0.01%0Timeline
GDRXGOODRX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679$1.84K<0.01%0Timeline
CMBTCMB.TECH 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: 190 shares; 2025Q4: 190 shares 190$1.83K<0.01%0Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 181 shares; 2025Q1: 603 shares; 2025Q2: 198 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$1.82K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$1.81K<0.01%0Timeline
VTHRVANGUARD 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: 3,722 shares; 2025Q2: 2,966 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$1.81K<0.01%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 132 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35$1.81K<0.01%0Timeline
SPYCSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 42 shares; 2025Q4: 42 shares 42$1.81K<0.01%0Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 539 shares; 2025Q1: 565 shares; 2025Q2: 512 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25$1.8K<0.01%0Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 90 shares; 2025Q2: 54 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36$1.8K<0.01%0Timeline
FATEFATE THERAPEUTICS 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: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800$1.76K<0.01%0Timeline
JULUAIM ETF PRODUCTS 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: 97 shares; 2025Q4: 59 shares 59$1.75K<0.01%-38Timeline
TBTPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 75 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$1.75K<0.01%0Timeline
SPDSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 44 shares; 2025Q4: 44 shares 44$1.74K<0.01%0Timeline
AVSCAMERICAN 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: 29 shares; 2025Q4: 29 shares 29$1.73K<0.01%0Timeline
ORBSEIGHTCO 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: 1,000 shares 1,000$1.73K<0.01%newTimeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 239 shares; 2025Q1: 571 shares; 2025Q2: 179 shares; 2025Q3: 17 shares; 2025Q4: 34 shares 34$1.72K<0.01%+17Timeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 177 shares 177$1.72K<0.01%+63Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 1,847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847$1.68K<0.01%0Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares 24$1.67K<0.01%newTimeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 54 shares 54$1.67K<0.01%+38Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 2,901 shares; 2025Q2: 1,513 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$1.66K<0.01%0Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 2,447 shares; 2025Q2: 1,353 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189$1.66K<0.01%0Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 140 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38$1.66K<0.01%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$1.65K<0.01%0Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 273 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$1.62K<0.01%0Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 437 shares; 2025Q2: 181 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$1.62K<0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 64 shares; 2025Q1: 176 shares; 2025Q2: 144 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4$1.6K<0.01%0Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 16 shares; 2025Q1: 97 shares; 2025Q2: 44 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11$1.59K<0.01%0Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 795 shares; 2025Q2: 425 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370$1.59K<0.01%0Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 70 shares; 2025Q4: 71 shares 71$1.59K<0.01%+1Timeline
FUBOFUBOTV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 2,431 shares; 2025Q2: 717 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$1.51K<0.01%0Timeline
OCGNOCUGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118$1.51K<0.01%0Timeline
AMCAMC ENTMT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: 2,104 shares; 2025Q2: 1,079 shares; 2025Q3: 996 shares; 2025Q4: 964 shares 964$1.5K<0.01%-32Timeline
LTPZPIMCO 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: 49 shares; 2025Q4: 29 shares 29$1.5K<0.01%-20Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$1.48K<0.01%0Timeline
GUNRFLEXSHARES 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: 32 shares 32$1.47K<0.01%newTimeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$1.46K<0.01%0Timeline
KBWYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 94 shares 94$1.45K<0.01%-160Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16$1.43K<0.01%0Timeline
METVLISTED 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: 75 shares; 2025Q4: 75 shares 75$1.41K<0.01%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 524 shares; 2025Q1: 2,167 shares; 2025Q2: 2,133 shares; 2025Q3: 135 shares; 2025Q4: 11 shares 11$1.4K<0.01%-124Timeline
XRXXEROX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 950 shares; 2025Q1: 1,722 shares; 2025Q2: 656 shares; 2025Q3: 586 shares; 2025Q4: 587 shares 587$1.39K<0.01%+1Timeline
IPIINTREPID POTASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$1.39K<0.01%0Timeline
GRPNGROUPON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78$1.37K<0.01%0Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 59 shares; 2025Q1: 162 shares; 2025Q2: 108 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$1.37K<0.01%0Timeline
HITIHIGH TIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517$1.37K<0.01%0Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 2,893 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72$1.36K<0.01%0Timeline
BRXBRIXMOR PPTY 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: not reported; 2025Q4: 52 shares 52$1.36K<0.01%newTimeline
CIKUBS ASSET MGMT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481$1.36K<0.01%0Timeline
TMFSRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$1.36K<0.01%0Timeline
FCOMFIDELITY 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: 46 shares; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 18 shares 18$1.35K<0.01%-319Timeline
LPLLG DISPLAY CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 545 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319$1.34K<0.01%0Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares 151$1.31K<0.01%0Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 774 shares; 2025Q2: 269 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12$1.3K<0.01%0Timeline
TMQTRILOGY METALS 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: not reported; 2025Q4: 300 shares 300$1.29K<0.01%newTimeline
CVMCMORGAN STANLEY ETF 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: 20 shares; 2025Q4: 20 shares 20$1.28K<0.01%0Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,471 shares; 2025Q1: 11,961 shares; 2025Q2: 13,714 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237$1.26K<0.01%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 602 shares; 2025Q1: 2,616 shares; 2025Q2: 940 shares; 2025Q3: 57 shares; 2025Q4: 4 shares 4$1.25K<0.01%-53Timeline
AVKADVENT CONV & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 991 shares; 2025Q1: 4,173 shares; 2025Q2: 1,522 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99$1.24K<0.01%0Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 4,339 shares; 2025Q2: 1,731 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$1.23K<0.01%0Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 997 shares; 2025Q2: 294 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16$1.22K<0.01%0Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 733 shares; 2025Q1: 1,367 shares; 2025Q2: 1,183 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68$1.21K<0.01%0Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 136 shares; 2025Q1: 67 shares; 2025Q2: 48 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$1.21K<0.01%0Timeline
VABKVIRGINIA NATL BK CHRLOTSVLEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$1.2K<0.01%0Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 1,134 shares; 2025Q1: 4,235 shares; 2025Q2: 1,500 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26$1.19K<0.01%0Timeline
SDGRSCHRODINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,975 shares; 2024Q4: 59,996 shares; 2025Q1: 179,942 shares; 2025Q2: 100,329 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66$1.18K<0.01%0Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 220 shares; 2025Q1: 867 shares; 2025Q2: 265 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$1.16K<0.01%0Timeline
ICLICL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 701 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$1.14K<0.01%0Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 388 shares; 2025Q1: 1,547 shares; 2025Q2: 555 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5$1.14K<0.01%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 8 shares; 2025Q1: 61 shares; 2025Q2: 124 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8$1.14K<0.01%0Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 86 shares; 2025Q2: 83 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43$1.13K<0.01%0Timeline
DLXDELUXE CORP MEDIUM TERM NTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$1.12K<0.01%0Timeline
ZEUSOLYMPIC STEEL 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: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26$1.11K<0.01%0Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 52 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares 22$1.06K<0.01%+1Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 88 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88$1.04K<0.01%0Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 240 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32$1.04K<0.01%0Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 150 shares; 2025Q1: 2,572 shares; 2025Q2: 2,701 shares; 2025Q3: 167 shares; 2025Q4: 17 shares 17$1.04K<0.01%-150Timeline
SACHSACHEM CAP CORPQuarterly 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: 3,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$1.04K<0.01%0Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,028 shares; 2025Q1: 14,782 shares; 2025Q2: 3,362 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312$1.04K<0.01%0Timeline
SCKTSOCKET MOBILE 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: 3,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$1.02K<0.01%0Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 140 shares; 2025Q2: 156 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9$1.02K<0.01%0Timeline
FDUSFIDUS INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51$984<0.01%0Timeline
SFIXSTITCH FIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187$982<0.01%0Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 64 shares; 2025Q2: 73 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4$963<0.01%0Timeline
BOCBOSTON OMAHA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75$928<0.01%0Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 127 shares; 2025Q2: 193 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$920<0.01%0Timeline
BITFBITFARMS 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: 383 shares 383$900<0.01%newTimeline
CNDTCONDUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 468 shares; 2025Q1: 1,136 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468$899<0.01%0Timeline
NVTSNAVITAS SEMICONDUCTOR 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: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$893<0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 1,028 shares; 2025Q2: 266 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16$883<0.01%0Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 88 shares; 2025Q1: 192 shares; 2025Q2: 79 shares; 2025Q3: 29 shares; 2025Q4: 5 shares 5$880<0.01%-24Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 552 shares; 2025Q1: 737 shares; 2025Q2: 702 shares; 2025Q3: 63 shares; 2025Q4: 7 shares 7$869<0.01%-56Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 309 shares; 2025Q1: 251 shares; 2025Q2: 94 shares; 2025Q3: 85 shares; 2025Q4: 5 shares 5$867<0.01%-80Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 306 shares; 2025Q2: 149 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$863<0.01%0Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly 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: 14 shares; 2025Q4: 3 shares 3$862<0.01%-11Timeline
IGCIGC PHARMA INCQuarterly 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: 9,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$840<0.01%0Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 471 shares; 2025Q1: 2,402 shares; 2025Q2: 1,477 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124$802<0.01%0Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 141 shares; 2025Q2: 52 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$789<0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 42 shares; 2025Q1: 53 shares; 2025Q2: 25 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$778<0.01%0Timeline
DDD3D SYS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430$761<0.01%0Timeline
TGNATEGNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 93 shares; 2025Q2: 44 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$757<0.01%0Timeline
HOPEHOPE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 7,286 shares; 2025Q2: 2,756 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69$756<0.01%0Timeline
VUZIVUZIX CORPQuarterly 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$756<0.01%0Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 587 shares; 2025Q2: 297 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$751<0.01%0Timeline
WIWWESTERN AST INFL LKD OPP & IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 12,769 shares; 2025Q2: 13,066 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84$722<0.01%0Timeline
LQDBISHARES 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: 8 shares 8$697<0.01%newTimeline
CRMLCRITICAL METALS 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$694<0.01%newTimeline
THROBLACKROCK ETF 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: 26 shares; 2025Q4: 18 shares 18$694<0.01%-8Timeline
TAGSTEUCRIUM COMMODITY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30$688<0.01%0Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 2,022 shares; 2025Q2: 855 shares; 2025Q3: 19 shares; 2025Q4: 19 shares 19$684<0.01%0Timeline
BLNKBLINK CHARGING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 1,070 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970$650<0.01%0Timeline
IPWRIDEAL PWR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210$649<0.01%0Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 127 shares; 2025Q1: 421 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares 127$631<0.01%0Timeline
VREXVAREX IMAGING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 54 shares 54$629<0.01%0Timeline
JMIAJUMIA TECHNOLOGIES AGQuarterly 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: 50 shares; 2025Q4: 50 shares 50$625<0.01%0Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$620<0.01%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 141 shares; 2025Q1: 534 shares; 2025Q2: 198 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3$619<0.01%0Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$608<0.01%0Timeline
HYGHISHARES U S 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: not reported; 2025Q4: 7 shares 7$603<0.01%newTimeline
APPTECH PMTS CORPAPPTECH PMTS CORPQuarterly 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: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000$600<0.01%new
CRSRCORSAIR GAMING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 300 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$594<0.01%0Timeline
NEONEOGENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares 50$588<0.01%newTimeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 167 shares; 2025Q2: 169 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3$580<0.01%0Timeline
ARMPARMATA 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: 92 shares 92$578<0.01%newTimeline
MNKDMANNKIND 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: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100$567<0.01%0Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 223 shares; 2025Q1: 787 shares; 2025Q2: 632 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7$564<0.01%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 57 shares; 2025Q1: 245 shares; 2025Q2: 92 shares; 2025Q3: 25 shares; 2025Q4: 1 shares 1$562<0.01%-24Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 181 shares; 2025Q1: 1,340 shares; 2025Q2: 496 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12$553<0.01%0Timeline
AMZAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14$553<0.01%0Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 1,004 shares; 2025Q2: 402 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$523<0.01%0Timeline
CSANYCOSAN S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129$510<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: not reported; 2025Q4: 4 shares 4$503<0.01%newTimeline

Sold out in Q4 2025

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

The largest 100 of 122. All 122

SecurityShares beforeValue beforeType
GVALCAMBRIA ETF TR66,591$1.95Mshares
IPORENAISSANCE CAP GREENWICH FD37,503$1.86Mshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB42,734$884Kshares
HYTBLACKROCK CORPOR HI YLD FD I89,397$849Kshares
UNILEVER PLCUNILEVER PLC13,833$820Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD32,267$744Kshares
ADPVSERIES PORTFOLIOS TR14,756$627Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR8,176$488Kshares
ISHARES TRISHARES TR14,542$340Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC4,384$169Kshares
DLNGDYNAGAS LNG PARTNERS LP43,036$151Kshares
XFIVBONDBLOXX ETF TRUST2,904$144Kshares
KKELLANOVA1,693$139Kshares
GAINGLADSTONE INVT CORP9,001$124Kshares
XRNPXCOHEN & STEERS REIT & PFD &5,037$113Kshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM4,473$113Kshares
EXASEXACT SCIENCES CORP1,792$98Kshares
GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC2,010$98Kshares
BALTINNOVATOR ETFS TRUST2,754$90.4Kshares
HYSPIMCO ETF TR944$90.3Kshares
CATHGLOBAL X FDS625$50.7Kshares
YCSPROSHARES TR II1,121$50Kshares
PSEPINNOVATOR ETFS TRUST1,061$45.6Kshares
VIMEO INCVIMEO INC5,600$43.4Kshares
XTREBONDBLOXX ETF TRUST834$41.6Kshares
EXEELCHESAPEAKE ENERGY CORP -CW26414$40Kshares
LZBLA Z BOY INC1,140$39.1Kshares
MSTZETF OPPORTUNITIES TRUST7,407$39Kshares
ACADACADIA PHARMACEUTICALS INC1,425$30.4Kshares
SNSHARKNINJA INC280$28.9Kshares
LXPLXP INDUSTRIAL TRUST3,000$26.9Kshares
PTHINVESCO EXCHANGE TRADED FD T600$26.4Kshares
OFLXOMEGA FLEX INC796$24.8Kshares
ALEALLETE INC363$24.1Kshares
SCMSTELLUS CAP INVT CORP1,798$23.5Kshares
FLUTFLUTTER ENTMT PLC89$22.6Kshares
HEIHEICO CORP NEW68$22Kshares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC850$21Kshares
NTSXWISDOMTREE TR386$20.8Kshares
COLDAMERICOLD REALTY TRUST INC1,612$19.7Kshares
VCELVERICEL CORP580$18.3Kshares
LLYVALIBERTY MEDIA CORP193$18.2Kshares
VRNSVARONIS SYS INC300$17.2Kshares
AREALEXANDRIA REAL ESTATE EQ IN206$17.2Kshares
CPSJCALAMOS ETF TR630$16.8Kshares
MNRMACH NATURAL RESOURCES LP1,250$16.5Kshares
DNOVFIRST TR EXCHNG TRADED FD VI300$14Kshares
TYLTYLER TECHNOLOGIES INC24$12.6Kshares
Sandstorm Gold LtdSandstorm Gold Ltd1,000$12.5Kshares
CUBECUBESMART300$12.2Kshares
NULVNUSHARES ETF TR272$11.9Kshares
EAGGISHARES TR246$11.8Kshares
CSGPCOSTAR GROUP INC140$11.8Kshares
RNAMAVIDITY BIOSCIENCES INC266$11.6Kshares
ROLROLLINS INC192$11.3Kshares
CLFCLEVELAND-CLIFFS INC NEW915$11.2Kshares
HPHELMERICH & PAYNE INC500$11Kshares
PVLPERMIANVILLE RTY TR5,600$10.1Kshares
TFPMTRIPLE FLAG PRECIOUS METAL345$10.1Kshares
ETSYETSY INC150$9.96Kshares
IBNICICI BK LTD328$9.91Kshares
EXPAND ENERGY CORPORATIONEXPAND ENERGY CORPORATION106$9.74Kshares
SUISUN CMNTYS INC75$9.68Kshares
THNQEXCHANGE TRADED CONCEPTS TRU150$9.61Kshares
NULGNUSHARES ETF TR94$9.35Kshares
EXPAND ENERGY CORPORATIONEXPAND ENERGY CORPORATION96$9.25Kshares
INVESCOINVESCO375$9.2Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…656$9.15Kshares
WCNWASTE CONNECTIONS INC48$8.44Kshares
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…336$8.42Kshares
CHRDCHORD ENERGY CORPORATION83$8.21Kshares
LPLALPL FINL HLDGS INC24$7.99Kshares
ADXADAMS DIVERSIFIED EQUITY FD349$7.78Kshares
OWNSQUAKER INVT TR446$7.76Kshares
TUTELUS CORPORATION440$6.94Kshares
KIMKIMCO REALTY CORP281$6.14Kshares
DOOBRP INC100$6.08Kshares
SZNEPACER FDS TR178$6.08Kshares
BTOHANCOCK JOHN FINL OPPTYS165$5.94Kshares
NUMVNUSHARES ETF TR147$5.69Kshares
GRNBVANECK ETF TRUST221$5.4Kshares
PRVAPRIVIA HEALTH GROUP INC216$5.38Kshares
BLWBLACKROCK LTD DURATION INCOM371$5.19Kshares
AHRTAH RLTY TR INC700$4.91Kshares
SDSANDRIDGE ENERGY INC430$4.85Kshares
FNDFLOOR & DECOR HLDGS INC63$4.64Kshares
RCATRED CAT HLDGS INC427$4.42Kshares
WKWORKIVA INC46$3.96Kshares
RVTYREVVITY INC44$3.88Kshares
FRPTFRESHPET INC66$3.64Kshares
PAYOPAYONEER GLOBAL INC600$3.63Kshares
STMSTMICROELECTRONICS N V120$3.39Kshares
UIUBIQUITI INC5$3.34Kshares
TWOTWO HARBORS INVENTMENT CORPO316$3.12Kshares
HANESBRANDS INCHANESBRANDS INC415$2.73Kshares
NUMGNUSHARES ETF TR56$2.73Kshares
PFGCPERFORMANCE FOOD GROUP CO25$2.6Kshares
NUSCNUSHARES ETF TR58$2.56Kshares
PGFINVESCO EXCHANGE TRADED FD T150$2.19Kshares
UTHRUNITED THERAPEUTICS CORP DEL5$2.1Kshares

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 0001764754-26-000001 base2026-01-28acceptance time not in the bulk data set