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MAI Capital Management

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13F filer, CIK 1040197, INDEPENDENCE, OH

MAI Capital Management reported $17,718,684,392 across 5,017 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 25.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001040197-26-000002

Period
2026-03-31
Reported value
$17.7B
Holdings
5,017
Top 10 weight
25.4%
New
820
Sold out
158

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLadded+294,642$74.8M
BINCadded+1,340,804$69.6M
BRK-Badded+108,420$52M
VTIadded+111,692$35.8M
MSFTadded+88,409$32.7M

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
UNHreduced-133,528-$36.1M
JNJreduced-76,323-$18.7M
ELVreduced-35,491-$10.4M
BKNGreduced-2,460-$10.4M
ORCLreduced-68,616-$10.1M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001040197-26-000002, largest first. % of portfolio is the value over $17,614,404,024, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 58 shares 58$25.2K<0.01%+4Timeline
LCTXLINEAGE CELL THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674,679 shares; 2024Q4: 657,679 shares; 2025Q1: 64,391 shares; 2025Q2: 19,054 shares; 2025Q3: 18,417 shares; 2025Q4: 16,621 shares; 2026Q1: 15,879 shares 15,879$25.1K<0.01%-742Timeline
GLIBKLIBERTY CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 549 shares; 2026Q1: 673 shares 673$25K<0.01%+124Timeline
HDUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396$25K<0.01%0Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 478 shares; 2025Q3: 472 shares; 2025Q4: 500 shares; 2026Q1: 516 shares 516$25K<0.01%+16Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 4,400 shares; 2025Q4: 3,600 shares; 2026Q1: 3,635 shares 3,635$25K<0.01%+35Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 571 shares 571$25K<0.01%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 142 shares 142$24.9K<0.01%+11Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 121 shares; 2025Q3: 71 shares; 2025Q4: 15 shares; 2026Q1: 174 shares 174$24.9K<0.01%+159Timeline
CETCENTRAL SECS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$24.8K<0.01%0Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 614 shares; 2025Q3: 593 shares; 2025Q4: 273 shares; 2026Q1: 281 shares 281$24.8K<0.01%+8Timeline
FDIQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360$24.6K<0.01%0Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares 1,325$24.6K<0.01%newTimeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 25 shares; 2025Q2: 93 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 2,293 shares 2,293$24.6K<0.01%+2,268Timeline
ASIXADVANSIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 210 shares; 2025Q3: 207 shares; 2025Q4: 52 shares; 2026Q1: 1,009 shares 1,009$24.6K<0.01%+957Timeline
ANIKANIKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,305 shares; 2026Q1: 1,691 shares 1,691$24.5K<0.01%+386Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208 shares; 2025Q1: 879 shares; 2025Q2: 1,278 shares; 2025Q3: 374 shares; 2025Q4: 677 shares; 2026Q1: 1,024 shares 1,024$24.5K<0.01%+347Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares 3,562$24.4K<0.01%0Timeline
CARSCARS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 3,000 shares 3,000$24.4K<0.01%+2,944Timeline
IBBQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,390 shares; 2025Q1: 2,090 shares; 2025Q2: 2,040 shares; 2025Q3: 1,250 shares; 2025Q4: 850 shares; 2026Q1: 840 shares 840$24.4K<0.01%-10Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: 415 shares; 2025Q2: 566 shares; 2025Q3: 737 shares; 2025Q4: 521 shares; 2026Q1: 2,097 shares 2,097$24.3K<0.01%+1,576Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,162 shares; 2025Q1: 628 shares; 2025Q2: 2,140 shares; 2025Q3: 1,595 shares; 2025Q4: 1,575 shares; 2026Q1: 1,067 shares 1,067$24.2K<0.01%-508Timeline
GLOOGLOO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$24.2K<0.01%0Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 626 shares 626$24.2K<0.01%+26Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,362 shares 3,362$24.1K<0.01%+87Timeline
STCSTEWART INFORMATION SVCS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 166 shares; 2026Q1: 391 shares 391$24.1K<0.01%+225Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 1,474 shares 1,474$24.1K<0.01%+1,452Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 605 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$24K<0.01%0Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: 118 shares; 2025Q2: 110 shares; 2025Q3: 129 shares; 2025Q4: 115 shares; 2026Q1: 1,522 shares 1,522$23.9K<0.01%+1,407Timeline
ZURAZURA BIO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$23.8K<0.01%0Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,857 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$23.7K<0.01%0Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 116 shares; 2025Q2: 128 shares; 2025Q3: 141 shares; 2025Q4: 165 shares; 2026Q1: 369 shares 369$23.6K<0.01%+204Timeline
XSORXSOURCE CAPITALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510$23.6K<0.01%0Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 3,987 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 785 shares 785$23.6K<0.01%+74Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 24 shares; 2025Q4: 22 shares; 2026Q1: 139 shares 139$23.6K<0.01%+117Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,586 shares; 2025Q1: 21,792 shares; 2025Q2: 24,967 shares; 2025Q3: 25,241 shares; 2025Q4: 10,839 shares; 2026Q1: 6,467 shares 6,467$23.5K<0.01%-4,372Timeline
PSCEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 385 shares 385$23.5K<0.01%0Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 546 shares; 2026Q1: 1,124 shares 1,124$23.5K<0.01%+578Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 1,077 shares; 2025Q3: 1,027 shares; 2025Q4: 810 shares; 2026Q1: 992 shares 992$23.4K<0.01%+182Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 194 shares; 2025Q2: 395 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240$23.4K<0.01%0Timeline
TZADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,623 shares; 2024Q4: 53,623 shares; 2025Q1: 51,832 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,457 shares; 2026Q1: 3,332 shares 3,332$23.4K<0.01%-125Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 33 shares; 2025Q4: 57 shares; 2026Q1: 198 shares 198$23.4K<0.01%+141Timeline
BNDPVANGUARD QUANTITATIVE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314$23.3K<0.01%newTimeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309$23.3K<0.01%0Timeline
AIOVIRTUS ARTIFICIAL INTELLIGENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089$23.3K<0.01%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 74 shares; 2025Q2: 93 shares; 2025Q3: 55 shares; 2025Q4: 106 shares; 2026Q1: 123 shares 123$23.3K<0.01%+17Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 1,700 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$23.1K<0.01%0Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares 247$23.1K<0.01%newTimeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 626 shares; 2025Q3: 515 shares; 2025Q4: 626 shares; 2026Q1: 976 shares 976$23.1K<0.01%+350Timeline
IRWDIRONWOOD PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,564 shares 6,564$23K<0.01%newTimeline
LINDLINDBLAD EXPEDITIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 1,330 shares 1,330$23K<0.01%+706Timeline
SFIXSTITCH FIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 6,940 shares 6,940$23K<0.01%+6,916Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 63 shares; 2025Q3: 58 shares; 2025Q4: 72 shares; 2026Q1: 199 shares 199$22.9K<0.01%+127Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 411 shares; 2025Q4: 413 shares; 2026Q1: 415 shares 415$22.8K<0.01%+2Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 392 shares 392$22.8K<0.01%+131Timeline
AMRXAMNEAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,751 shares; 2026Q1: 1,831 shares 1,831$22.8K<0.01%+80Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 429 shares; 2025Q3: 146 shares; 2025Q4: 200 shares; 2026Q1: 327 shares 327$22.7K<0.01%+127Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 3,882 shares; 2025Q2: 1,875 shares; 2025Q3: 1,902 shares; 2025Q4: 2,151 shares; 2026Q1: 2,179 shares 2,179$22.7K<0.01%+28Timeline
LDSFFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194$22.6K<0.01%0Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 18 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 487 shares 487$22.6K<0.01%+267Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 623 shares; 2025Q3: 377 shares; 2025Q4: 258 shares; 2026Q1: 562 shares 562$22.6K<0.01%+304Timeline
DIGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338$22.6K<0.01%0Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares 1,559$22.6K<0.01%0Timeline
PSQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700$22.5K<0.01%0Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 2,533 shares; 2026Q1: 839 shares 839$22.4K<0.01%-1,694Timeline
FIZZNATIONAL BEVERAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 395 shares; 2026Q1: 666 shares 666$22.4K<0.01%+271Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,636 shares 1,636$22.4K<0.01%+336Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 742 shares 742$22.4K<0.01%0Timeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares 1,095$22.3K<0.01%newTimeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$22.3K<0.01%0Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 20 shares; 2025Q2: 32 shares; 2025Q3: 65 shares; 2025Q4: 70 shares; 2026Q1: 322 shares 322$22.3K<0.01%+252Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 99 shares; 2025Q3: 354 shares; 2025Q4: 528 shares; 2026Q1: 585 shares 585$22.2K<0.01%+57Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 896 shares 896$22.2K<0.01%+150Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722$22.2K<0.01%0Timeline
USVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234$22.2K<0.01%0Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 151 shares; 2025Q2: 66 shares; 2025Q3: 42 shares; 2025Q4: 33 shares; 2026Q1: 63 shares 63$22.1K<0.01%+30Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 43 shares; 2025Q4: 135 shares; 2026Q1: 199 shares 199$22.1K<0.01%+64Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 577 shares; 2025Q3: 250 shares; 2025Q4: 348 shares; 2026Q1: 562 shares 562$22.1K<0.01%+214Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 204 shares; 2025Q2: 216 shares; 2025Q3: 163 shares; 2025Q4: 179 shares; 2026Q1: 224 shares 224$22.1K<0.01%+45Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 65 shares; 2025Q2: 705 shares; 2025Q3: 360 shares; 2025Q4: 390 shares; 2026Q1: 735 shares 735$22K<0.01%+345Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 828 shares; 2025Q1: 829 shares; 2025Q2: 338 shares; 2025Q3: 328 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339$22K<0.01%0Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 74 shares; 2025Q3: 34 shares; 2025Q4: 64 shares; 2026Q1: 66 shares 66$21.8K<0.01%+2Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 518 shares 518$21.8K<0.01%+319Timeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 378 shares; 2025Q3: 5,335 shares; 2025Q4: 66 shares; 2026Q1: 1,483 shares 1,483$21.7K<0.01%+1,417Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 550 shares; 2026Q1: 857 shares 857$21.6K<0.01%+307Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 224 shares; 2025Q4: 84 shares; 2026Q1: 369 shares 369$21.6K<0.01%+285Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307$21.5K<0.01%0Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 300 shares; 2025Q2: 517 shares; 2025Q3: 441 shares; 2025Q4: 396 shares; 2026Q1: 1,190 shares 1,190$21.5K<0.01%+794Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 676 shares; 2025Q3: 166 shares; 2025Q4: 177 shares; 2026Q1: 161 shares 161$21.5K<0.01%-16Timeline
GMOIGMO ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 590 shares 590$21.4K<0.01%+250Timeline
SERVSERVE ROBOTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 2,523 shares 2,523$21.3K<0.01%+1,023Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 341 shares; 2026Q1: 247 shares 247$21.2K<0.01%-94Timeline
EFASGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$21.2K<0.01%newTimeline
RCREADY CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,994 shares; 2025Q1: 11,994 shares; 2025Q2: 12,318 shares; 2025Q3: 11,994 shares; 2025Q4: 11,994 shares; 2026Q1: 13,042 shares 13,042$21.1K<0.01%+1,048Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,326 shares; 2025Q4: 1,915 shares; 2026Q1: 1,113 shares 1,113$21.1K<0.01%-802Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: not reported; 2025Q4: 808 shares; 2026Q1: 1,015 shares 1,015$21K<0.01%+207Timeline
TRSTRIMAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 585 shares 585$21K<0.01%+373Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 299 shares 299$21K<0.01%+14Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 88 shares; 2026Q1: 99 shares 99$20.9K<0.01%+11Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 222 shares; 2026Q1: 238 shares 238$20.9K<0.01%+16Timeline
EYENATIONAL VISION HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 808 shares 808$20.9K<0.01%+274Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272$20.8K<0.01%newTimeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536$20.8K<0.01%0Timeline
CXWCORECIVIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 1,080 shares; 2026Q1: 1,095 shares 1,095$20.7K<0.01%+15Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 248 shares 248$20.6K<0.01%+235Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 260 shares; 2025Q3: 258 shares; 2025Q4: 198 shares; 2026Q1: 259 shares 259$20.6K<0.01%+61Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 24 shares; 2025Q2: 3,899 shares; 2025Q3: 1,274 shares; 2025Q4: 93 shares; 2026Q1: 486 shares 486$20.5K<0.01%+393Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 126 shares; 2026Q1: 315 shares 315$20.5K<0.01%+189Timeline
DMCDEL MONTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 508 shares 508$20.5K<0.01%+8Timeline
BIBPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$20.4K<0.01%0Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 359 shares; 2025Q4: 200 shares; 2026Q1: 693 shares 693$20.4K<0.01%+493Timeline
VBFINVESCO BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354$20.3K<0.01%0Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 33 shares; 2025Q2: 157 shares; 2025Q3: 36 shares; 2025Q4: 287 shares; 2026Q1: 598 shares 598$20.3K<0.01%+311Timeline
MTXMINERALS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 87 shares; 2025Q3: 2 shares; 2025Q4: 52 shares; 2026Q1: 285 shares 285$20.2K<0.01%+233Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 345 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 383 shares 383$20.2K<0.01%+57Timeline
ECPGENCORE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 288 shares 288$20.2K<0.01%+281Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 320 shares; 2025Q3: 278 shares; 2025Q4: 305 shares; 2026Q1: 2,124 shares 2,124$20.2K<0.01%+1,819Timeline
LAZLAZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 516 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 475 shares 475$20.2K<0.01%+45Timeline
SBETSHARPLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares; 2026Q1: 3,125 shares 3,125$20.2K<0.01%0Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 671 shares; 2026Q1: 461 shares 461$20.1K<0.01%-210Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,255 shares; 2025Q2: 1,235 shares; 2025Q3: 1,011 shares; 2025Q4: 8,645 shares; 2026Q1: 2,127 shares 2,127$20K<0.01%-6,518Timeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 871 shares; 2025Q3: 857 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407$20K<0.01%0Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 129 shares; 2025Q3: 140 shares; 2025Q4: 120 shares; 2026Q1: 317 shares 317$19.9K<0.01%+197Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 627 shares; 2025Q3: 302 shares; 2025Q4: 469 shares; 2026Q1: 747 shares 747$19.8K<0.01%+278Timeline
CWTCALIFORNIA WTR SVC GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 277 shares; 2025Q3: 207 shares; 2025Q4: 7 shares; 2026Q1: 437 shares 437$19.8K<0.01%+430Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 80 shares; 2025Q3: 359 shares; 2025Q4: 226 shares; 2026Q1: 79 shares 79$19.7K<0.01%-147Timeline
JGHNUVEEN GLOBAL HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 1,910 shares; 2026Q1: 1,610 shares 1,610$19.7K<0.01%-300Timeline
DBOINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,000 shares 1,000$19.7K<0.01%-100Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 32 shares; 2025Q4: 40 shares; 2026Q1: 214 shares 214$19.7K<0.01%+174Timeline
CTGOCONTANGO SILVER & GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048$19.6K<0.01%newTimeline
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares 4,243$19.6K<0.01%0Timeline
PIMFRANKLIN MASTER INTER INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000$19.6K<0.01%0Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 273 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255$19.6K<0.01%0Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 258 shares; 2025Q2: 259 shares; 2025Q3: 134 shares; 2025Q4: 118 shares; 2026Q1: 253 shares 253$19.6K<0.01%+135Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 57 shares; 2025Q4: 49 shares; 2026Q1: 265 shares 265$19.6K<0.01%+216Timeline
BBBLACKBERRY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,084 shares; 2025Q1: 1,654 shares; 2025Q2: 1,787 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 6,034 shares 6,034$19.6K<0.01%+5,000Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$19.5K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 762 shares; 2025Q2: 800 shares; 2025Q3: 679 shares; 2025Q4: 652 shares; 2026Q1: 884 shares 884$19.5K<0.01%+232Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000$19.4K<0.01%newTimeline
NXQUANEX BLDG PRODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 216 shares; 2025Q4: not reported; 2026Q1: 1,080 shares 1,080$19.4K<0.01%newTimeline
IAIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 27 shares; 2025Q4: 17 shares; 2026Q1: 118 shares 118$19.4K<0.01%+101Timeline
NIXTEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704$19.4K<0.01%0Timeline
SSPSCRIPPS E W CO OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 5,201 shares; 2026Q1: 5,201 shares 5,201$19.3K<0.01%0Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296$19.3K<0.01%0Timeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,979 shares; 2025Q1: 4,979 shares; 2025Q2: 4,979 shares; 2025Q3: 4,979 shares; 2025Q4: 5,979 shares; 2026Q1: 5,979 shares 5,979$19.3K<0.01%0Timeline
RSEECOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589$19.2K<0.01%0Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317$19.2K<0.01%0Timeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 390 shares 390$19.1K<0.01%+58Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$19.1K<0.01%0Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 98 shares; 2025Q3: 88 shares; 2025Q4: 41 shares; 2026Q1: 245 shares 245$19.1K<0.01%+204Timeline
VRTSVIRTUS INVT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 46 shares; 2025Q3: 32 shares; 2025Q4: 12 shares; 2026Q1: 142 shares 142$19.1K<0.01%+130Timeline
AHCOADAPTHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares 1,601$19.1K<0.01%newTimeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410$19K<0.01%0Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 1,024 shares 1,024$18.9K<0.01%+942Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$18.9K<0.01%0Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 416 shares; 2025Q4: 424 shares; 2026Q1: 459 shares 459$18.9K<0.01%+35Timeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 686 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 643 shares 643$18.8K<0.01%+601Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,756 shares; 2026Q1: 1,026 shares 1,026$18.7K<0.01%-730Timeline
BLMNBLOOMIN BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,392 shares; 2025Q1: 1,000 shares; 2025Q2: 172 shares; 2025Q3: 102 shares; 2025Q4: not reported; 2026Q1: 3,470 shares 3,470$18.7K<0.01%newTimeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 437 shares; 2025Q4: 59 shares; 2026Q1: 783 shares 783$18.7K<0.01%+724Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345$18.7K<0.01%0Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,410 shares; 2025Q1: 3,056 shares; 2025Q2: 752 shares; 2025Q3: 563 shares; 2025Q4: 363 shares; 2026Q1: 367 shares 367$18.6K<0.01%+4Timeline
DEEPETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 507 shares; 2026Q1: 510 shares 510$18.6K<0.01%+3Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,296 shares; 2025Q1: 2,912 shares; 2025Q2: 4,204 shares; 2025Q3: 4,204 shares; 2025Q4: 4,204 shares; 2026Q1: 552 shares 552$18.6K<0.01%-3,652Timeline
ASAASA GOLD AND PRECIOUS MTLS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$18.6K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 298 shares; 2025Q3: 259 shares; 2025Q4: 448 shares; 2026Q1: 426 shares 426$18.6K<0.01%-22Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 190 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 162 shares 162$18.6K<0.01%-15Timeline
THQABRDN HEALTHCARE OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104$18.5K<0.01%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 144 shares 144$18.5K<0.01%+114Timeline
CAICARIS LIFE SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,035 shares 1,035$18.5K<0.01%+35Timeline
CTLPCANTALOUPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,708 shares 1,708$18.5K<0.01%+108Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 714 shares; 2025Q2: 759 shares; 2025Q3: 705 shares; 2025Q4: 845 shares; 2026Q1: 719 shares 719$18.4K<0.01%-126Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 353 shares; 2025Q4: 363 shares; 2026Q1: 372 shares 372$18.4K<0.01%+9Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 25 shares; 2025Q4: 16 shares; 2026Q1: 480 shares 480$18.4K<0.01%+464Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252$18.4K<0.01%newTimeline
VNDAVANDA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 2,651 shares 2,651$18.3K<0.01%+2,645Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029$18.3K<0.01%0Timeline
DMOWESTERN ASSET MTG DEFINED OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares 1,694$18.2K<0.01%0Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 74 shares; 2025Q2: 84 shares; 2025Q3: 54 shares; 2025Q4: 63 shares; 2026Q1: 172 shares 172$18.2K<0.01%+109Timeline
FTWOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$18.2K<0.01%0Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$18.1K<0.01%0Timeline
KTBKONTOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 385 shares; 2025Q3: 364 shares; 2025Q4: 230 shares; 2026Q1: 257 shares 257$18.1K<0.01%+27Timeline
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650$17.9K<0.01%0Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$17.9K<0.01%newTimeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: 837 shares; 2025Q2: 449 shares; 2025Q3: 451 shares; 2025Q4: 473 shares; 2026Q1: 456 shares 456$17.8K<0.01%-17Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 326 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 269 shares 269$17.8K<0.01%+1Timeline
XSLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377$17.8K<0.01%0Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 175 shares 175$17.8K<0.01%+1Timeline
INGMINGRAM MICRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 101 shares; 2025Q3: 23 shares; 2025Q4: 176 shares; 2026Q1: 762 shares 762$17.8K<0.01%+586Timeline
PPTFRANKLIN PREMIER INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$17.8K<0.01%0Timeline
VKIINVESCO ADVANTAGE MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,042 shares 2,042$17.7K<0.01%0Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 539 shares; 2025Q3: 283 shares; 2025Q4: 307 shares; 2026Q1: 659 shares 659$17.7K<0.01%+352Timeline
BGXBLACKSTONE LONG SHORT CR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,584 shares; 2026Q1: 1,620 shares 1,620$17.7K<0.01%+36Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,828 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 176 shares 176$17.6K<0.01%+71Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 348 shares; 2025Q2: 164 shares; 2025Q3: 148 shares; 2025Q4: 188 shares; 2026Q1: 292 shares 292$17.5K<0.01%+104Timeline
GREENBRIER COS INCGREENBRIER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000$17.5K<0.01%0
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 198 shares 198$17.5K<0.01%+189Timeline
QABAFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$17.5K<0.01%newTimeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 500 shares; 2026Q1: 418 shares 418$17.4K<0.01%-82Timeline
WGMICOINSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$17.4K<0.01%0Timeline
OISOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 1,488 shares 1,488$17.3K<0.01%+1,404Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,485 shares; 2025Q1: 4,292 shares; 2025Q2: 3,411 shares; 2025Q3: 3,140 shares; 2025Q4: 4,254 shares; 2026Q1: 5,041 shares 5,041$17.3K<0.01%+787Timeline
OECORION S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,660 shares 2,660$17.3K<0.01%+2,560Timeline
RNAATRIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293$17.3K<0.01%newTimeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: 173 shares; 2025Q2: 183 shares; 2025Q3: 120 shares; 2025Q4: 242 shares; 2026Q1: 763 shares 763$17.3K<0.01%+521Timeline
CENTACENTRAL GARDEN & PET COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 532 shares 532$17.2K<0.01%+387Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 1,340 shares 1,340$17.2K<0.01%+1,145Timeline
CTOSCUSTOM TRUCK ONE SOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 2,614 shares 2,614$17.2K<0.01%+2,281Timeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 3,151 shares; 2025Q2: 2,951 shares; 2025Q3: 3,411 shares; 2025Q4: 1,629 shares; 2026Q1: 591 shares 591$17.2K<0.01%-1,038Timeline
CNOCNO FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 597 shares; 2025Q3: 13 shares; 2025Q4: 165 shares; 2026Q1: 417 shares 417$17.1K<0.01%+252Timeline
REFICHICAGO ATLANTIC REAL ESTATEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,516 shares; 2026Q1: 1,512 shares 1,512$17.1K<0.01%-4Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470$17.1K<0.01%newTimeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 60 shares; 2025Q2: 106 shares; 2025Q3: 81 shares; 2025Q4: 56 shares; 2026Q1: 68 shares 68$17K<0.01%+12Timeline
PALLABRDN PALLADIUM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$17K<0.01%0Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 162 shares; 2025Q3: 41 shares; 2025Q4: 18 shares; 2026Q1: 50 shares 50$17K<0.01%+32Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 691 shares; 2025Q2: 2,099 shares; 2025Q3: 1,012 shares; 2025Q4: 600 shares; 2026Q1: 2,382 shares 2,382$16.9K<0.01%+1,782Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 100 shares; 2026Q1: 357 shares 357$16.9K<0.01%+257Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 28 shares; 2025Q4: 3 shares; 2026Q1: 60 shares 60$16.9K<0.01%+57Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 2,092 shares 2,092$16.8K<0.01%+2,070Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 563 shares 563$16.7K<0.01%+232Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$16.7K<0.01%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 488 shares; 2026Q1: 788 shares 788$16.7K<0.01%+300Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 914 shares 914$16.6K<0.01%+727Timeline
TDUPTHREDUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 5,067 shares 5,067$16.6K<0.01%+2,067Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 16 shares; 2025Q4: 1 shares; 2026Q1: 463 shares 463$16.6K<0.01%+462Timeline
ASPNASPEN AEROGELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 1,651 shares; 2025Q3: 2,651 shares; 2025Q4: 3,651 shares; 2026Q1: 4,843 shares 4,843$16.6K<0.01%+1,192Timeline
ANGXANGEL STUDIOS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400$16.5K<0.01%0Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: 2,870 shares; 2025Q2: 2,929 shares; 2025Q3: 2,985 shares; 2025Q4: 3,039 shares; 2026Q1: 3,090 shares 3,090$16.4K<0.01%+51Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 190 shares 190$16.4K<0.01%+11Timeline
TBPHTHERAVANCE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,002 shares 1,002$16.3K<0.01%+2Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,529 shares; 2025Q1: 9,529 shares; 2025Q2: 9,529 shares; 2025Q3: 9,529 shares; 2025Q4: 2,579 shares; 2026Q1: 3,174 shares 3,174$16.2K<0.01%+595Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 643 shares; 2025Q3: 38 shares; 2025Q4: 890 shares; 2026Q1: 1,435 shares 1,435$16.2K<0.01%+545Timeline
NANRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192$16.1K<0.01%0Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 731 shares; 2025Q4: 1,155 shares; 2026Q1: 482 shares 482$16.1K<0.01%-673Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 111 shares 111$16.1K<0.01%+110Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 952 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 1,084 shares 1,084$16.1K<0.01%+565Timeline
MTAMETALLA RTY & STREAMING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares 2,419$16K<0.01%0Timeline
ISBAISABELLA BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$16K<0.01%0Timeline
EBFENNIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,712 shares; 2025Q1: 1,726 shares; 2025Q2: 1,807 shares; 2025Q3: 1,759 shares; 2025Q4: 513 shares; 2026Q1: 745 shares 745$16K<0.01%+232Timeline
BARKBARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,246 shares; 2025Q3: 31,246 shares; 2025Q4: 31,246 shares; 2026Q1: 31,463 shares 31,463$15.9K<0.01%+217Timeline
NXRTNEXPOINT RESIDENTIAL TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 371 shares; 2025Q3: 69 shares; 2025Q4: 79 shares; 2026Q1: 637 shares 637$15.9K<0.01%+558Timeline
RPAYREPAY HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 6,118 shares 6,118$15.9K<0.01%+5,946Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 162 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 42 shares; 2026Q1: 737 shares 737$15.8K<0.01%+695Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,509 shares; 2024Q4: 64,427 shares; 2025Q1: 64,384 shares; 2025Q2: 8,081 shares; 2025Q3: 440 shares; 2025Q4: 1,694 shares; 2026Q1: 6,440 shares 6,440$15.8K<0.01%+4,746Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 303 shares 303$15.8K<0.01%+3Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 224 shares; 2025Q2: 387 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 449 shares 449$15.8K<0.01%+199Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 7 shares; 2026Q1: 460 shares 460$15.7K<0.01%+453Timeline
INVAINNOVIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 368 shares; 2025Q2: 655 shares; 2025Q3: 381 shares; 2025Q4: 413 shares; 2026Q1: 674 shares 674$15.7K<0.01%+261Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 659 shares 659$15.7K<0.01%+14Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$15.6K<0.01%0Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174$15.6K<0.01%0Timeline
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 102 shares; 2025Q4: 131 shares; 2026Q1: 4,365 shares 4,365$15.6K<0.01%+4,234Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 1,113 shares; 2025Q3: 157 shares; 2025Q4: 120 shares; 2026Q1: 276 shares 276$15.6K<0.01%+156Timeline
HALOZYME THERAPEUTICS INCHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000$15.5K<0.01%0
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 10 shares; 2025Q4: 47 shares; 2026Q1: 252 shares 252$15.5K<0.01%+205Timeline
KMTSKESTRA MED TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 772 shares 772$15.4K<0.01%+7Timeline
KNKNOWLES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1,449 shares; 2025Q3: 459 shares; 2025Q4: 292 shares; 2026Q1: 599 shares 599$15.4K<0.01%+307Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 13 shares; 2025Q2: 119 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 258 shares 258$15.3K<0.01%+174Timeline
IRTINDEPENDENCE RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 945 shares; 2025Q3: 685 shares; 2025Q4: 784 shares; 2026Q1: 1,023 shares 1,023$15.2K<0.01%+239Timeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155$15.2K<0.01%0Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 794 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 444 shares 444$15.2K<0.01%+200Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682$15.1K<0.01%0Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: 175 shares; 2025Q2: 289 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187$15.1K<0.01%0Timeline
XTNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162$15.1K<0.01%0Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 82 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95$15.1K<0.01%0Timeline
SMMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276 shares; 2025Q1: 621 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346$15.1K<0.01%0Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 187 shares; 2025Q3: 211 shares; 2025Q4: 339 shares; 2026Q1: 218 shares 218$15K<0.01%-121Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 180 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81$15K<0.01%0Timeline
RNSTRENASANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 41 shares; 2025Q4: 170 shares; 2026Q1: 414 shares 414$15K<0.01%+244Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 11 shares; 2025Q2: 55 shares; 2025Q3: 47 shares; 2025Q4: 52 shares; 2026Q1: 154 shares 154$14.9K<0.01%+102Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 1,007 shares 1,007$14.9K<0.01%+996Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: 613 shares; 2025Q2: 1,149 shares; 2025Q3: 0 shares; 2025Q4: 1,780 shares; 2026Q1: 1,505 shares 1,505$14.9K<0.01%-275Timeline
LMBLIMBACH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 116 shares; 2025Q4: 180 shares; 2026Q1: 190 shares 190$14.8K<0.01%+10Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 2,029 shares; 2025Q2: 2,037 shares; 2025Q3: 439 shares; 2025Q4: 1,195 shares; 2026Q1: 1,201 shares 1,201$14.8K<0.01%+6Timeline
HZOMARINEMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547$14.8K<0.01%newTimeline
ARLOARLO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 107 shares; 2026Q1: 1,038 shares 1,038$14.8K<0.01%+931Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270$14.8K<0.01%newTimeline
EBSEMERGENT BIOSOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 1,773 shares 1,773$14.7K<0.01%+1,720Timeline
PKBKPARKE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 504 shares; 2026Q1: 518 shares 518$14.7K<0.01%+14Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 619 shares 619$14.7K<0.01%+34Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 227 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 354 shares 354$14.7K<0.01%+329Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 258 shares 258$14.6K<0.01%+183Timeline
CTRNCITI TRENDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 338 shares 338$14.6K<0.01%+324Timeline
RPCRIDGEPOST CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 2,004 shares; 2026Q1: 2,014 shares 2,014$14.6K<0.01%+10Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,350 shares; 2024Q4: 56,520 shares; 2025Q1: 3,237 shares; 2025Q2: 1,140 shares; 2025Q3: 1,139 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430$14.6K<0.01%0Timeline
JPEMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 537 shares; 2026Q1: 234 shares 234$14.5K<0.01%-303Timeline
ADUSADDUS HOMECARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 800 shares; 2025Q2: 460 shares; 2025Q3: 256 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155$14.5K<0.01%0Timeline
LIVNLIVANOVA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 227 shares 227$14.4K<0.01%+220Timeline
FBCVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 276 shares; 2025Q2: 678 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$14.4K<0.01%0Timeline
FULCFULCRUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 1,866 shares 1,866$14.3K<0.01%+1,856Timeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: 2,698 shares; 2025Q2: 271 shares; 2025Q3: 345 shares; 2025Q4: 194 shares; 2026Q1: 375 shares 375$14.2K<0.01%+181Timeline
WIWWESTERN AST INFL LKD OPP & IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670$14.1K<0.01%0Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 2,101 shares; 2025Q4: 3,141 shares; 2026Q1: 4,009 shares 4,009$14.1K<0.01%+868Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 158 shares 158$14K<0.01%+13Timeline
LZLEGALZOOM COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 383 shares; 2026Q1: 2,473 shares 2,473$14K<0.01%+2,090Timeline
BEEPMOBILE INFRASTRUCTURE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,137 shares; 2025Q1: 6,253 shares; 2025Q2: 6,253 shares; 2025Q3: 6,253 shares; 2025Q4: 6,253 shares; 2026Q1: 6,259 shares 6,259$14K<0.01%+6Timeline
ARGTGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$14K<0.01%0Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,462 shares 1,462$13.9K<0.01%+306Timeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$13.9K<0.01%0Timeline
NGVCNATURAL GROCERS BY VITAMINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536 shares 536$13.9K<0.01%newTimeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,142 shares 3,142$13.8K<0.01%+42Timeline
TKTEEKAY CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 119 shares; 2025Q4: 129 shares; 2026Q1: 1,127 shares 1,127$13.8K<0.01%+998Timeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares 91$13.8K<0.01%newTimeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 81 shares; 2025Q4: not reported; 2026Q1: 335 shares 335$13.7K<0.01%newTimeline
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 1,645 shares 1,645$13.7K<0.01%+1,195Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 81 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344$13.7K<0.01%0Timeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 225 shares 225$13.7K<0.01%+198Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 350 shares 350$13.6K<0.01%+25Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 102 shares; 2026Q1: 159 shares 159$13.6K<0.01%+57Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,594 shares; 2025Q3: 1,344 shares; 2025Q4: 1,082 shares; 2026Q1: 1,145 shares 1,145$13.6K<0.01%+63Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 449 shares 449$13.6K<0.01%-729Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 940 shares; 2025Q2: 3,145 shares; 2025Q3: 3,505 shares; 2025Q4: 3,115 shares; 2026Q1: 3,862 shares 3,862$13.6K<0.01%+747Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 602 shares; 2026Q1: 246 shares 246$13.5K<0.01%-356Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 429 shares 429$13.5K<0.01%+359Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 19,706 shares; 2025Q2: 54,427 shares; 2025Q3: 54,434 shares; 2025Q4: 448 shares; 2026Q1: 534 shares 534$13.5K<0.01%+86Timeline
AIPARTERIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 821 shares 821$13.5K<0.01%+787Timeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 291 shares; 2025Q4: 292 shares; 2026Q1: 286 shares 286$13.4K<0.01%-6Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$13.4K<0.01%0Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270$13.4K<0.01%0Timeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 90 shares; 2025Q2: 114 shares; 2025Q3: 66 shares; 2025Q4: 49 shares; 2026Q1: 301 shares 301$13.4K<0.01%+252Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 938 shares 938$13.3K<0.01%+920Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,327 shares; 2025Q3: 509 shares; 2025Q4: 94 shares; 2026Q1: 200 shares 200$13.3K<0.01%+106Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 186 shares 186$13.3K<0.01%+152Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 162 shares; 2025Q2: 295 shares; 2025Q3: 201 shares; 2025Q4: 205 shares; 2026Q1: 239 shares 239$13.3K<0.01%+34Timeline
PSCIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 45,240 shares; 2025Q1: 3,922 shares; 2025Q2: 256 shares; 2025Q3: 255 shares; 2025Q4: 264 shares; 2026Q1: 86 shares 86$13.3K<0.01%-178Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 201 shares 201$13.2K<0.01%+173Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 176 shares 176$13.2K<0.01%+138Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 861 shares 861$13.2K<0.01%+705Timeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 142 shares 142$13.2K<0.01%+54Timeline
EOLSEVOLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200$13.2K<0.01%0Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,188 shares; 2025Q1: 1,594 shares; 2025Q2: 1,749 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares 1,594$13.1K<0.01%0Timeline
MOVMOVADO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 124 shares; 2026Q1: 537 shares 537$13.1K<0.01%+413Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,371 shares; 2025Q2: 1,352 shares; 2025Q3: 1,316 shares; 2025Q4: 1,345 shares; 2026Q1: 1,574 shares 1,574$13.1K<0.01%+229Timeline
MUCBLACKROCK MUNIHLDNGS CALIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257$13.1K<0.01%0Timeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$13.1K<0.01%newTimeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,137 shares; 2025Q3: 1,000 shares; 2025Q4: 1,129 shares; 2026Q1: 1,607 shares 1,607$13K<0.01%+478Timeline
PLGOPELAGOS INS CAP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 353 shares; 2025Q3: 200 shares; 2025Q4: 187 shares; 2026Q1: 682 shares 682$13K<0.01%+495Timeline
BBNXBETA BIONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 1,300 shares 1,300$13K<0.01%+675Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,143 shares 5,143$13K<0.01%newTimeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 260 shares; 2025Q2: 854 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 2,943 shares 2,943$13K<0.01%+2,793Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 494 shares 494$13K<0.01%+102Timeline
BMBLBUMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 3,988 shares 3,988$13K<0.01%+3,885Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,205 shares; 2025Q1: 2,220 shares; 2025Q2: 2,236 shares; 2025Q3: 2,252 shares; 2025Q4: 2,267 shares; 2026Q1: 549 shares 549$13K<0.01%-1,718Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 562 shares; 2025Q1: 555 shares; 2025Q2: 355 shares; 2025Q3: 105 shares; 2025Q4: 165 shares; 2026Q1: 342 shares 342$12.9K<0.01%+177Timeline
NERDLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616$12.9K<0.01%0Timeline
FTRIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721$12.9K<0.01%0Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 109 shares 109$12.9K<0.01%-46Timeline
XFOFXCOHEN & STEERS CLOSED-ENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$12.8K<0.01%0Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 86 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 449 shares 449$12.8K<0.01%+413Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 374 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 453 shares 453$12.8K<0.01%+393Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 43 shares 43$12.8K<0.01%+42Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$12.8K<0.01%0Timeline
MGNXMACROGENICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,415 shares 4,415$12.8K<0.01%newTimeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 140 shares; 2025Q3: 20 shares; 2025Q4: 64 shares; 2026Q1: 129 shares 129$12.8K<0.01%+65Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 6,000 shares; 2025Q3: 673 shares; 2025Q4: 407 shares; 2026Q1: 1,608 shares 1,608$12.7K<0.01%+1,201Timeline
VMOINVESCO MUN OPPORTUNIT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334$12.7K<0.01%0Timeline
PPTYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares 421$12.7K<0.01%0Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares 169$12.7K<0.01%newTimeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,254 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,167 shares 1,167$12.6K<0.01%+66Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 46 shares; 2025Q4: 58 shares; 2026Q1: 92 shares 92$12.6K<0.01%+34Timeline
SPXUPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221$12.5K<0.01%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875$12.5K<0.01%0Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$12.5K<0.01%newTimeline
CZAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 113 shares 113$12.4K<0.01%0Timeline
CHGGCHEGG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,453 shares; 2025Q1: 12,187 shares; 2025Q2: 16,660 shares; 2025Q3: 16,657 shares; 2025Q4: 16,657 shares; 2026Q1: 16,713 shares 16,713$12.4K<0.01%+56Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 187 shares; 2025Q3: 487 shares; 2025Q4: 303 shares; 2026Q1: 309 shares 309$12.4K<0.01%+6Timeline
IZRLARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 460 shares 460$12.4K<0.01%+205Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 278 shares 278$12.4K<0.01%+38Timeline
ALRMALARM COM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 194 shares; 2025Q3: 197 shares; 2025Q4: 276 shares; 2026Q1: 286 shares 286$12.4K<0.01%+10Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 1,460 shares 1,460$12.4K<0.01%+1,373Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 145 shares; 2025Q2: 202 shares; 2025Q3: 61 shares; 2025Q4: 68 shares; 2026Q1: 212 shares 212$12.3K<0.01%+144Timeline
XNXJXNUVEEN NEW JERSEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$12.3K<0.01%0Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 295 shares 295$12.3K<0.01%+6Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 240 shares; 2025Q3: 156 shares; 2025Q4: 161 shares; 2026Q1: 571 shares 571$12.2K<0.01%+410Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,268 shares; 2025Q3: 890 shares; 2025Q4: 388 shares; 2026Q1: 1,559 shares 1,559$12.2K<0.01%+1,171Timeline
NVGSNAVIGATOR HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 300 shares; 2025Q4: 350 shares; 2026Q1: 632 shares 632$12.2K<0.01%+282Timeline
STRIDE INCSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$12.2K<0.01%0
ICOPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256$12.2K<0.01%newTimeline
NESRNATIONAL ENERGY SERVICES REUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 567 shares 567$12.2K<0.01%+559Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 316 shares 316$12.2K<0.01%+287Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 6 shares; 2025Q4: 731 shares; 2026Q1: 124 shares 124$12.2K<0.01%-607Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,693 shares; 2025Q2: 1,699 shares; 2025Q3: 1,361 shares; 2025Q4: 1,321 shares; 2026Q1: 961 shares 961$12.1K<0.01%-360Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492$12.1K<0.01%0Timeline
BYBYLINE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 48 shares; 2025Q4: 77 shares; 2026Q1: 382 shares 382$12.1K<0.01%+305Timeline
PRGSPROGRESS SOFTWARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 469 shares 469$12K<0.01%+349Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 315 shares; 2025Q3: 300 shares; 2025Q4: 327 shares; 2026Q1: 711 shares 711$12K<0.01%+384Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: 330 shares 330$12K<0.01%+115Timeline
YMAGTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,000 shares; 2025Q4: 2,702 shares; 2026Q1: 1,000 shares 1,000$11.9K<0.01%-1,702Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 265 shares 265$11.9K<0.01%+244Timeline
GGMEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234$11.9K<0.01%0Timeline
ECVTECOVYST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares; 2026Q1: 928 shares 928$11.9K<0.01%+609Timeline
GEMIGEMINI SPACE STA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700$11.9K<0.01%newTimeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 54 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54$11.9K<0.01%0Timeline
KNFKNIFE RIVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 37 shares; 2025Q3: 67 shares; 2025Q4: 223 shares; 2026Q1: 146 shares 146$11.9K<0.01%-77Timeline
KROKRONOS WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,499 shares; 2025Q1: 1,666 shares; 2025Q2: 1,785 shares; 2025Q3: 1,666 shares; 2025Q4: 2,666 shares; 2026Q1: 1,814 shares 1,814$11.9K<0.01%-852Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 35 shares; 2025Q3: 11 shares; 2025Q4: 173 shares; 2026Q1: 114 shares 114$11.9K<0.01%-59Timeline
REPXRILEY EXPLORATION PERMIAN INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 967 shares; 2025Q3: 271 shares; 2025Q4: 273 shares; 2026Q1: 326 shares 326$11.9K<0.01%+53Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,596 shares; 2025Q2: 1,314 shares; 2025Q3: 1,215 shares; 2025Q4: 615 shares; 2026Q1: 516 shares 516$11.9K<0.01%-99Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371$11.8K<0.01%0Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 466 shares; 2025Q2: 394 shares; 2025Q3: 363 shares; 2025Q4: 325 shares; 2026Q1: 353 shares 353$11.8K<0.01%+28Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 50 shares; 2026Q1: 96 shares 96$11.8K<0.01%+46Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 423 shares; 2025Q2: 334 shares; 2025Q3: 329 shares; 2025Q4: 1,863 shares; 2026Q1: 439 shares 439$11.8K<0.01%-1,424Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356$11.8K<0.01%0Timeline
MBNDSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 434 shares 434$11.8K<0.01%-452Timeline
MTUSMETALLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 757 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 721 shares 721$11.8K<0.01%+29Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192$11.8K<0.01%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 346 shares 346$11.8K<0.01%+46Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 200 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 321 shares 321$11.8K<0.01%+6Timeline
KARSKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364$11.7K<0.01%0Timeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 314 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 818 shares 818$11.7K<0.01%+718Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 642 shares 642$11.7K<0.01%+464Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 747 shares; 2025Q2: 2,503 shares; 2025Q3: 1,678 shares; 2025Q4: 953 shares; 2026Q1: 1,021 shares 1,021$11.7K<0.01%+68Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 274 shares 274$11.7K<0.01%+244Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 207 shares 207$11.6K<0.01%+21Timeline
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 1,995 shares 1,995$11.6K<0.01%+1,968Timeline
RMRRMR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 356 shares; 2026Q1: 747 shares 747$11.6K<0.01%+391Timeline
STBAS & T BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 281 shares; 2025Q3: 250 shares; 2025Q4: 277 shares; 2026Q1: 276 shares 276$11.5K<0.01%-1Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 201 shares 201$11.5K<0.01%+189Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 407 shares; 2025Q3: 291 shares; 2025Q4: 54 shares; 2026Q1: 376 shares 376$11.5K<0.01%+322Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$11.5K<0.01%0Timeline
QLTIGMO ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460$11.5K<0.01%0Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 339 shares 339$11.5K<0.01%+249Timeline
FXBINVESCO CURRENCYSHARES BRITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90$11.5K<0.01%0Timeline
CUTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$11.5K<0.01%0Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 493 shares; 2025Q3: 294 shares; 2025Q4: 213 shares; 2026Q1: 324 shares 324$11.5K<0.01%+111Timeline
DECUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 431 shares 431$11.5K<0.01%0Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478$11.4K<0.01%0Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167$11.4K<0.01%newTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 675 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 805 shares 805$11.4K<0.01%+207Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 147 shares; 2025Q2: 205 shares; 2025Q3: 138 shares; 2025Q4: 99 shares; 2026Q1: 203 shares 203$11.3K<0.01%+104Timeline
GMFSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 1,768 shares; 2025Q2: 106 shares; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares 83$11.3K<0.01%0Timeline
ZIPZIPRECRUITER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 9 shares; 2025Q2: 116 shares; 2025Q3: 241 shares; 2025Q4: 37 shares; 2026Q1: 6,129 shares 6,129$11.3K<0.01%+6,092Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 576 shares; 2025Q4: 626 shares; 2026Q1: 614 shares 614$11.2K<0.01%-12Timeline
JRSNUVEEN REAL ESTATE INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500$11.2K<0.01%newTimeline
QVMTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 183 shares; 2025Q2: 184 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 188 shares 188$11.2K<0.01%+1Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 437 shares; 2025Q2: 501 shares; 2025Q3: 611 shares; 2025Q4: 681 shares; 2026Q1: 931 shares 931$11.2K<0.01%+250Timeline
USARUSA RARE EARTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 270 shares; 2026Q1: 735 shares 735$11.1K<0.01%+465Timeline
WFGWEST FRASER TIMBER CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170$11.1K<0.01%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: 515 shares; 2025Q2: 660 shares; 2025Q3: 515 shares; 2025Q4: 530 shares; 2026Q1: 616 shares 616$11.1K<0.01%+86Timeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 790 shares; 2025Q3: 121 shares; 2025Q4: 394 shares; 2026Q1: 548 shares 548$11.1K<0.01%+154Timeline
WLKPWESTLAKE CHEM PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$11K<0.01%0Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 498 shares 498$11K<0.01%+489Timeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$11K<0.01%0Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 518 shares 518$11K<0.01%+321Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 543 shares; 2025Q3: 152 shares; 2025Q4: 2,681 shares; 2026Q1: 18,799 shares 18,799$11K<0.01%+16,118Timeline
HCKTHACKETT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 829 shares; 2025Q2: 872 shares; 2025Q3: 1,730 shares; 2025Q4: 1,330 shares; 2026Q1: 841 shares 841$10.9K<0.01%-489Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,652 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 843 shares 843$10.9K<0.01%+526Timeline
UVVUNIVERSAL CORP VA MTNS BK ENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares 207$10.9K<0.01%newTimeline
MHOM/I HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares 89$10.9K<0.01%newTimeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 164 shares 164$10.9K<0.01%+14Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175$10.9K<0.01%newTimeline
SOLZVOLATILITY SHS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$10.9K<0.01%0Timeline
BBEUJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 150 shares 150$10.9K<0.01%+64Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 369 shares 369$10.8K<0.01%+350Timeline
TLSTELOS CORP MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 113 shares; 2025Q4: 158 shares; 2026Q1: 2,568 shares 2,568$10.8K<0.01%+2,410Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 13,322 shares; 2025Q3: 2,092 shares; 2025Q4: 629 shares; 2026Q1: 776 shares 776$10.7K<0.01%+147Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$10.7K<0.01%newTimeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 1,695 shares; 2025Q2: 1,518 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296$10.7K<0.01%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 2,114 shares 2,114$10.7K<0.01%+714Timeline
INDVINDIVIOR PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350$10.7K<0.01%newTimeline
FFICFLUSHING FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 693 shares 693$10.6K<0.01%+657Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 471 shares 471$10.6K<0.01%newTimeline
HIMXHIMAX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 769 shares; 2025Q4: 99 shares; 2026Q1: 1,349 shares 1,349$10.6K<0.01%+1,250Timeline
INDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251$10.6K<0.01%newTimeline
GHTACOLLABORATIVE INVESTMNT SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 356 shares 356$10.6K<0.01%-5Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 141 shares; 2026Q1: 67 shares 67$10.6K<0.01%-74Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 1,168 shares; 2025Q3: 414 shares; 2025Q4: 294 shares; 2026Q1: 593 shares 593$10.6K<0.01%+299Timeline
ATYRATYR PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 658,330 shares; 2025Q2: 369,127 shares; 2025Q3: 22,841 shares; 2025Q4: 15,239 shares; 2026Q1: 13,504 shares 13,504$10.5K<0.01%-1,735Timeline
CRNCCERENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 1,666 shares 1,666$10.5K<0.01%+1,544Timeline
PRSUPURSUIT ATTRACTIONS AND HOSPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 287 shares 287$10.5K<0.01%+186Timeline
XRPRETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$10.5K<0.01%0Timeline
BTFCOINSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547$10.5K<0.01%newTimeline
CDNACAREDX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 601 shares 601$10.4K<0.01%+580Timeline
KALUKAISER ALUMINIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 86 shares 86$10.4K<0.01%+16Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 715 shares 715$10.4K<0.01%+685Timeline
TRINTRINITY CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$10.3K<0.01%newTimeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 200 shares; 2025Q2: 169 shares; 2025Q3: 200 shares; 2025Q4: 527 shares; 2026Q1: 815 shares 815$10.2K<0.01%+288Timeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223$10.2K<0.01%0Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 15 shares; 2025Q2: 45 shares; 2025Q3: 11 shares; 2025Q4: 22 shares; 2026Q1: 40 shares 40$10.2K<0.01%+18Timeline
EVFEATON VANCE SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,652 shares; 2025Q1: 8,523 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares; 2025Q4: 2,088 shares; 2026Q1: 2,038 shares 2,038$10.2K<0.01%-50Timeline
FLWS1 800 FLOWERS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,344 shares 3,344$10.2K<0.01%+11Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 208 shares; 2026Q1: 218 shares 218$10.2K<0.01%+10Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 699 shares 699$10.2K<0.01%+664Timeline
KTKT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 2,701 shares; 2025Q3: 1,074 shares; 2025Q4: 2,142 shares; 2026Q1: 473 shares 473$10.1K<0.01%-1,669Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 1,157 shares; 2025Q2: 1,207 shares; 2025Q3: 1,654 shares; 2025Q4: 448 shares; 2026Q1: 930 shares 930$10.1K<0.01%+482Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210$10.1K<0.01%newTimeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: 319 shares; 2025Q2: 313 shares; 2025Q3: 324 shares; 2025Q4: 300 shares; 2026Q1: 241 shares 241$10K<0.01%-59Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 398 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325$10K<0.01%0Timeline
SCLSTEPAN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 200 shares 200$10K<0.01%+176Timeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 304 shares; 2025Q3: 306 shares; 2025Q4: 309 shares; 2026Q1: 311 shares 311$9.99K<0.01%+2Timeline
BSVNBANK7 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 246 shares; 2025Q4: 249 shares; 2026Q1: 250 shares 250$9.98K<0.01%+1Timeline
SETMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$9.92K<0.01%newTimeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 17 shares; 2026Q1: 642 shares 642$9.9K<0.01%+625Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$9.9K<0.01%0Timeline
BANCBANC OF CALIFORNIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 337 shares; 2025Q2: 526 shares; 2025Q3: 148 shares; 2025Q4: 186 shares; 2026Q1: 562 shares 562$9.88K<0.01%+376Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 34 shares; 2025Q3: 20 shares; 2025Q4: 231 shares; 2026Q1: 1,827 shares 1,827$9.87K<0.01%+1,596Timeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 1,396 shares 1,396$9.84K<0.01%+1,346Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 311 shares; 2025Q2: 6,514 shares; 2025Q3: 6,578 shares; 2025Q4: 2,058 shares; 2026Q1: 474 shares 474$9.84K<0.01%-1,584Timeline
ACDCPROFRAC HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 1,587 shares 1,587$9.84K<0.01%+1,543Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,753 shares; 2026Q1: 1,885 shares 1,885$9.84K<0.01%+132Timeline

Options

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

The largest 100 of 208. All 208

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput42,700$27.8M+18,600
AAPLAPPLE INC COMput27,500$6.98M-100
SHWSHERWIN WILLIAMS CO COMput14,800$4.74M-400
MSFTMICROSOFT CORP COMput12,000$4.44M+1,200
LECOLINCOLN ELEC HLDGS INC COMput17,000$4.23M-3,000
CDNSCADENCE DESIGN SYSTEM INC Stockput13,800$3.83M0
UNMUNUM GROUP Stockput49,200$3.59Mnew
ABNBAIRBNB INC COMput26,500$3.35M0
AMATAPPLIED MATLS INC COMput8,000$2.73M0
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADScall7,600$2.57M-200
ISRGINTUITIVE SURGICAL INC COMput4,700$2.17M+1,400
GOOGALPHABET INC COMput6,500$1.86M-3,200
QCOMQUALCOMM INC COMput12,800$1.65M+2,800
TMUST-MOBILE US INC COMput7,800$1.64M0
LLYELI LILLY & CO COMput1,700$1.56M0
GOOGLALPHABET INC COMput5,300$1.52M-300
HDHOME DEPOT INC COMput4,300$1.41M0
MRKMERCK & CO INC COMput11,000$1.32Mnew
PLTRPALANTIR TECHNOLOGIES INC COMput9,000$1.32M-500
AVGOBROADCOM INC COMcall3,600$1.11M0
TERTERADYNE INC Stockput3,600$1.07M+300
NVDANVIDIA CORPORATION COMcall5,900$1.03M-2,600
LOWLOWES COS INC COMput4,200$992K0
TXNTEXAS INSTRS INC COMput5,000$971K0
CATCATERPILLAR INC COMcall1,100$779K+400
LPLALPL FINL HLDGS INC Stockput2,500$752K0
GOOGLALPHABET INC COMcall2,200$633K+500
MSFTMICROSOFT CORP COMcall1,700$629K+600
STXSEAGATE TECHNOLOGY HLDNGS PL ORD SHScall1,600$627K+700
MCKMCKESSON CORP Stockput700$606K0
TSCOTRACTOR SUPPLY CO Stockput13,000$589K0
QQQINVESCO QQQ TR COMcall1,000$577K+800
METAMETA PLATFORMS INC COMcall1,000$572K0
ADIANALOG DEVICES INC COMput1,600$509Knew
COSTCOSTCO WHOLESALE CORPORATION COMcall500$498K0
LLYELI LILLY & CO COMcall500$460K0
SMHVANECK ETF TRUST COMcall1,100$422K+200
AMZNAMAZON COM INC COMput2,000$417K0
TSLATESLA INC COMput1,100$409K0
ASMLASML HLDG NV STOKcall300$396K0
AMZNAMAZON COM INC COMcall1,900$396K+400
LMTLOCKHEED MARTIN CORP COMcall600$363K+400
GEVGE VERNOVA INC COMcall400$349K+200
SNOWSNOWFLAKE INC Stockput2,200$332Knew
UUNITY SOFTWARE INC Stockput14,700$323K-4,000
BABOEING CO COMcall1,500$299K0
NFLXNETFLIX INC. COMcall3,000$288K0
SPYSTATE STR SPDR S&P 500 ETF T SHScall400$260K+300
IBITISHARES BITCOIN TRUST ETF SHScall6,700$257K+900
JNJJOHNSON & JOHNSON COMcall1,000$244K0
NOWSERVICENOW INC COMcall2,100$220K+500
APPAPPLOVIN CORP Stockcall500$199K+100
CRWDCROWDSTRIKE HLDGS INC COMcall500$195K+200
IBMINTERNATIONAL BUSINESS MACHS COMcall800$194K-200
USOUNITED STS OIL FD LP COMcall1,500$191Knew
IESCIES HOLDINGS INC COMcall400$191K+100
SLVISHARES SILVER TR COMcall2,500$170K+1,500
NDAQNASDAQ INC Stockput2,000$170K0
GSGOLDMAN SACHS GROUP INC COMcall200$169K-300
HDHOME DEPOT INC COMcall500$164K-200
WMTWALMART INC COMcall1,300$162K-700
PLTRPALANTIR TECHNOLOGIES INC COMcall1,100$161K-100
PGPROCTER & GAMBLE CO COMcall1,000$144K0
AMDADVANCED MICRO DEVICES INC COMcall700$142K+200
WELLWELLTOWER INC REITcall700$138K0
UNHUNITEDHEALTH GROUP INC COMcall500$135K0
GLDSPDR GOLD TR GOLD SHScall300$129K+100
AAPLAPPLE INC COMcall500$127K0
IWMISHARES TR SHScall500$124K0
DEDEERE & CO COMcall200$113K-200
FDXFEDEX CORP Stockcall300$107K0
CVXCHEVRON CORPORATION COMcall500$103K0
AMATAPPLIED MATLS INC COMcall300$103K0
MKCMCCORMICK & CO INC Stockput2,000$101Knew
MAMASTERCARD INCORPORATED COMcall200$99.9K-100
BRBROADRIDGE FINL SOLUTIONS IN Stockput600$97.5K0
PANWPALO ALTO NETWORKS INC COMcall600$96.2K-500
BLKBLACKROCK INC COMcall100$96.2Knew
IGVISHARES TR SHScall1,200$96.1Knew
GEGE AEROSPACE COMcall300$85.1K+100
CRMSALESFORCE INC COMcall400$74.7K+100
MDBMONGODB INC Stockcall300$73.4K0
UNPUNION PAC CORP COMcall300$72.8K0
WFCWELLS FARGO & CO COMcall900$71.6K+100
ETNEATON CORP PLC COMcall200$71.5K0
ETHAISHARES ETHEREUM TR COMcall4,500$71.2K+2,500
UPSUNITED PARCEL SVCS INC COMcall700$68.9K+100
NOCNORTHROP GRUMMAN CORP Stockcall100$68.2K-100
XOMEXXON MOBIL CORP COMcall400$67.9K0
NICENICE LTD ADRcall600$66.2K0
MARMARRIOTT INTL INC NEW Stockcall200$65.4K-100
QCOMQUALCOMM INC COMcall500$64.4K-100
TGTTARGET CORP Stockcall500$60.6K0
AXPAMERICAN EXPRESS CO COMcall200$60.5K0
VVISA INC COMcall200$60.4K-100
ACNACCENTURE PLC IRELAND COMcall300$59.5K0
ORCLORACLE CORP COMcall400$58.8K-600
JPMJPMORGAN CHASE & CO COMcall200$58.8K0
XLVSELECT SECTOR SPDR TR SHScall400$58.6K0
ASTSAST SPACEMOBILE INC Stockcall700$58Knew

Sold out in Q1 2026

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

The largest 100 of 158. All 158

SecurityShares beforeValue beforeType
ZEUSOLYMPIC STEEL INC125,856$5.38Mshares
AZNASTRAZENECA PLC-SPONS ADR20,191$1.86Mshares
RTXRTX CORPORATION9,200$1.69Mput
CADECADENCE BANK37,059$1.59Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,576$1.15Mshares
IGVISHARES TR9,000$951Kput
MSDLMORGAN STANLEY DIRECT LENDIN50,216$828Kshares
APOAPOLLO GLOBAL MGMT INC4,900$709Kcall
AVGOBROADCOM INC1,800$623Kput
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS23,968$517Kshares
TYLTYLER TECHNOLOGIES INC1,000$454Kput
DELLDELL TECHNOLOGIES INC2,900$365Kput
XMYDXBLACKROCK MUNIYIELD FUND33,869$355Kshares
ADSKAUTODESK INC1,000$296Kput
MARMARRIOTT INTL INC NEW800$248Kput
XBKNXBLACKROCK INVEST QLTY MUNI21,568$242Kshares
ORCLORACLE CORP900$175Kput
MGICMAGIC SOFTWARE ENTERPRISES5,118$132Kshares
NUVEEN CALIFORNIA SELECT TA…NUVEEN CALIFORNIA SELECT TAX-F9,600$127Kshares
CMACOMERICA INC1,104$96Kshares
PCHPOTLATCHDELTIC CORP2,373$94.4Kshares
COSTCOSTCO WHOLESALE CORPORATION100$86.2Kput
TRITHOMSON REUTERS CORP627$82.7Kshares
DFGRDIMENSIONAL ETF TRUST2,616$69.1Kshares
FYBRFRONTIER COMMUNICATIONS PARE1,685$64.1Kshares
EXASEXACT SCIENCES CORP585$59.4Kshares
NGDNEW GOLD INC6,800$59.2Kshares
ISPOINSPIRATO INC12,216$50.9Kshares
MBCNMIDDLEFIELD BANC CORP1,450$50.1Kshares
FMHIFIRST TR EXCH TRADED FD III1,028$49.3Kshares
EXEELCHESAPEAKE ENERGY CORP -CW26448$44.6Kshares
FDHYFIDELITY COVINGTON TRUST770$38Kshares
NMTCNEUROONE MED TECHNOLOGIES CO50,000$37.9Kshares
QIAGEN N.V.QIAGEN N.V.743$33.4Kshares
CIVICIVITAS RESOURCES INC1,171$31.7Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR3,067$30.8Kshares
UYLDANGEL OAK FUNDS TRUST556$28.4Kshares
DVSDOLLY VARDEN SILVER LTD6,350$28Kshares
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II2,635$27.5Kshares
INVESCO S&P 500 EX-RATE SENSINVESCO S&P 500 EX-RATE SENS499$27Kshares
KBWBINVESCO EXCH TRADED FD TR II318$26.8Kshares
PNFPPINNACLE FINANCIAL PARTNERS275$26.2Kshares
CMCSACOMCAST CORP NEW800$23.9Kcall
PIPRPIPER SANDLER COS68$23.1Kshares
EVEX/WSEVE HLDG INC49,000$22.5Kshares
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS1,000$21.6Kcall
EISISHARES INC195$21.5Kshares
ODVOSISKO DEVELOPMENT CORP6,133$21.4Kshares
PJPINVESCO EXCHANGE TRADED FD T198$20.7Kshares
CFLTCONFLUENT INC-CLASS A677$20.5Kshares
NETCLOUDFLARE INC100$19.7Kcall
IHIISHARES TR300$18.6Kcall
CGCBCAPITAL GRP FIXED INCM ETF T659$17.5Kshares
ITEQAMPLIFY ETF TR300$17.4Kshares
FTXOFIRST TR EXCHANGE TRADED FD460$17.4Kshares
SDSPROSHARES TR250$17.1Kshares
NBCMNEUBERGER BERMAN ETF TRUST751$17Kshares
KCCAKRANESHARES TRUST950$16Kshares
KBWYINVESCO EXCH TRADED FD TR II1,000$15.4Kshares
JMOMJ P MORGAN EXCHANGE TRADED F210$14.3Kshares
GANXGAIN THERAPEUTICS INC4,410$14.2Kshares
FORD MOTOR COMPANYFORD MOTOR COMPANY13,000$13.5Kshares
SNVSYNOVUS FINANCIAL CORP269$13.4Kshares
HSDTSOLANA CO4,000$11.6Kshares
PCARPACCAR INC100$11Kcall
NTAPNETAPP INC100$10.7Kcall
TXTERNIUM SA265$10.1Kshares
CGBLCAPITAL GROUP CORE BALANCED284$10Kshares
NBOSNEUBERGER BERMAN ETF TRUST367$10Kshares
FLUXFLUX PWR HLDGS INC7,500$9.53Kshares
FUBOFUBOTV INC3,778$9.52Kshares
HYTBLACKROCK CORPOR HI YLD FD I1,012$9.01Kshares
GPZVANECK ETF TRUST300$8.14Kshares
THSTREEHOUSE FOODS INC340$8.02Kshares
ENGNENGENE HOLDINGS INC776$7.01Kshares
DALDELTA AIR LINES INC100$6.94Kcall
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA600$6.56Kshares
HTUSCAPITOL SER TR163$6.47Kshares
TAOXTAO SYNERGIES INC1,742$6.41Kshares
FLGVFRANKLIN TEMPLETON ETF TR301$6.18Kshares
GQINATIXIS ETF TR94$5.37Kshares
DAYDAYFORCE INC75$5.19Kshares
PINSPINTEREST INC200$5.18Kcall
GUESS? INCGUESS? INC301$5.04Kshares
EDFVIRTUS STONE HBR EMRG MKTS I1,000$4.97Kshares
DWASINVESCO EXCH TRADED FD TR II44$4.26Kshares
HIHILLENBRAND INC126$3.99Kshares
TELFYTELEFONICA SA-SPON ADR913$3.7Kshares
FLIAFRANKLIN TEMPLETON ETF TR173$3.49Kshares
VOLTTEMA ETF TRUST115$3.33Kshares
ATAIBECKLEY INCATAIBECKLEY INC800$3.27Kshares
BTGB2GOLD CORP708$3.19Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR200$3.05Kshares
DENNDENNY'S CORP454$2.82Kshares
SCCRSCHWAB STRATEGIC TR103$2.66Kshares
IDNINTELLICHECK MOBILISA INC300$2Kshares
INDSPACER FDS TR54$1.98Kshares
REVGREV GROUP INC27$1.64Kshares
FTGCFIRST TR EXCHANGE TRAD FD VI66$1.54Kshares
ALEXALEXANDER & BALDWIN INC61$1.26Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001040197-26-000002 base2026-05-15acceptance time not in the bulk data set