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MONTAG A & ASSOCIATES INC

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13F filer, CIK 829407, ATLANTA, GA

MONTAG A & ASSOCIATES INC reported $2,153,386,678 across 940 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 30.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000829407-26-000003

Period
2026-03-31
Reported value
$2.15B
Holdings
940
Top 10 weight
30.9%
New
41
Sold out
51

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGSHadded+99,083$5.8M
VCITadded+57,897$4.79M
VGITadded+80,420$4.79M
IJHadded+70,529$4.76M
VDEadded+27,216$4.71M

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
IVVreduced-13,465-$8.8M
MINTreduced-73,876-$7.43M
URIreduced-6,692-$4.88M
DANreduced-120,635-$4.06M
EBAYreduced-40,751-$3.71M

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 0000829407-26-000003, largest first. % of portfolio is the value over $2,152,329,505, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 505 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$101K<0.01%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 662 shares; 2025Q4: 557 shares; 2026Q1: 357 shares 357$101K<0.01%-200Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 593 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares 1,387$101K<0.01%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 1,160 shares; 2025Q3: 1,186 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760$100K<0.01%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 12,184 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 182 shares; 2025Q4: 181 shares; 2026Q1: 180 shares 180$99K<0.01%-1Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,733 shares; 2025Q1: 1,708 shares; 2025Q2: 1,604 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares 1,499$97.9K<0.01%0Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 1,194 shares; 2025Q1: 3,202 shares; 2025Q2: 4,592 shares; 2025Q3: 4,409 shares; 2025Q4: 2,961 shares; 2026Q1: 1,957 shares 1,957$96.6K<0.01%-1,004Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057$96.1K<0.01%0Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086$95.4K<0.01%0Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 4,524 shares; 2026Q1: 4,444 shares 4,444$94K<0.01%-80Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 2,583 shares; 2025Q1: 2,091 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244$92.8K<0.01%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 21 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 219 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269$92.3K<0.01%0Timeline
RALRALLIANT 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: 2,314 shares; 2025Q3: 2,282 shares; 2025Q4: 2,228 shares; 2026Q1: 2,212 shares 2,212$92K<0.01%-16Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,036 shares 1,036$91.7K<0.01%0Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 3,711 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620$91.3K<0.01%0Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 640 shares; 2025Q1: 383 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401$90.1K<0.01%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$88.2K<0.01%0Timeline
ITAISHARES 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: 281 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402$87.9K<0.01%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 475 shares; 2025Q1: 620 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440$86.8K<0.01%0Timeline
FITBFIFTH THIRD BANCORPQuarterly 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: 1,850 shares; 2026Q1: 1,850 shares 1,850$86.7K<0.01%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067$86.4K<0.01%0Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$85.3K<0.01%0Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 1,510 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 726 shares; 2025Q4: 488 shares; 2026Q1: 458 shares 458$83.8K<0.01%-30Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 648 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793$83.7K<0.01%0Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$81.9K<0.01%0Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 5,900 shares 5,900$80.7K<0.01%-1,000Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 1,648 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611$80.3K<0.01%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,843 shares; 2025Q4: 1,896 shares; 2026Q1: 1,880 shares 1,880$80K<0.01%-16Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 455 shares; 2025Q1: 478 shares; 2025Q2: 515 shares; 2025Q3: 524 shares; 2025Q4: 512 shares; 2026Q1: 400 shares 400$79.2K<0.01%-112Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 91,472 shares; 2025Q1: 137,543 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 5,790 shares; 2026Q1: 4,635 shares 4,635$78.7K<0.01%-1,155Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 430 shares; 2025Q1: 452 shares; 2025Q2: 225 shares; 2025Q3: 244 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262$77.5K<0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 61 shares; 2025Q1: 253 shares; 2025Q2: 5 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 175 shares 175$76.3K<0.01%newTimeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares 1,389$76.1K<0.01%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 422 shares; 2026Q1: 690 shares 690$75.2K<0.01%+268Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,815 shares; 2025Q1: 2,728 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares 2,433$73.5K<0.01%0Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$73.1K<0.01%0Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,233 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214$72.7K<0.01%0Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681$71.6K<0.01%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,907 shares; 2025Q2: 2,822 shares; 2025Q3: 2,744 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876$71.6K<0.01%0Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 2,894 shares; 2025Q3: 5,153 shares; 2025Q4: 4,080 shares; 2026Q1: 3,268 shares 3,268$71.4K<0.01%-812Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,082 shares; 2025Q1: 26,934 shares; 2025Q2: 26,818 shares; 2025Q3: 14,053 shares; 2025Q4: 1,263 shares; 2026Q1: 1,260 shares 1,260$71.3K<0.01%-3Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233$70.4K<0.01%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 1,078 shares 1,078$70.3K<0.01%+117Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,266 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares 1,174$69.7K<0.01%0Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437$69.2K<0.01%0Timeline
AMJBJPMORGAN CHASE FINL CO LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 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$69.1K<0.01%0Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360$68.3K<0.01%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501$68.1K<0.01%0Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236$66.6K<0.01%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 983 shares; 2026Q1: 981 shares 981$66.3K<0.01%-2Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 1,850 shares 1,850$65K<0.01%-224Timeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304$65K<0.01%0Timeline
HVTHAVERTY FURNITURE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares 3,062$64.9K<0.01%0Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 622 shares; 2025Q4: 585 shares; 2026Q1: 877 shares 877$64.8K<0.01%+292Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507$63.8K<0.01%0Timeline
BANCBANC OF CALIFORNIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares 3,570$63.2K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450$62.6K<0.01%0Timeline
GSSCGOLDMAN 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: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 830 shares 830$61.9K<0.01%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$61.8K<0.01%0Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 11,437 shares; 2025Q1: 7,912 shares; 2025Q2: 1,549 shares; 2025Q3: 1,568 shares; 2025Q4: 1,586 shares; 2026Q1: 1,085 shares 1,085$61.5K<0.01%-501Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$61.4K<0.01%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 3,228 shares; 2025Q1: 2,227 shares; 2025Q2: 1,807 shares; 2025Q3: 1,835 shares; 2025Q4: 1,156 shares; 2026Q1: 1,307 shares 1,307$61.4K<0.01%+151Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$61.4K<0.01%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 718 shares; 2025Q3: 730 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718$60.1K<0.01%0Timeline
AGXARGAN 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: 97 shares; 2026Q1: 110 shares 110$59.9K<0.01%+13Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$59.9K<0.01%0Timeline
SCZISHARES 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: 760 shares; 2026Q1: 760 shares 760$59.6K<0.01%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 894 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911$58.9K<0.01%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares 859$58.8K<0.01%0Timeline
EVTRMORGAN STANLEY 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: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares 1,137$57.9K<0.01%0Timeline
IJTISHARES 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: 400 shares; 2026Q1: 400 shares 400$57.9K<0.01%0Timeline
BILSPDR 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: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630$57.7K<0.01%newTimeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600$56.8K<0.01%0Timeline
COWZPACER 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: 890 shares; 2026Q1: 890 shares 890$55.7K<0.01%0Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 49 shares; 2026Q1: 351 shares 351$55.6K<0.01%+302Timeline
IQDFFLEXSHARES 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: 1,750 shares; 2026Q1: 1,750 shares 1,750$55.4K<0.01%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245$55.2K<0.01%0Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 901 shares 901$55K<0.01%newTimeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487$54.8K<0.01%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,467 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,476 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695$53.7K<0.01%0Timeline
VNQIVANGUARD INTL EQUITY INDEX 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: 1,200 shares; 2026Q1: 1,200 shares 1,200$53.3K<0.01%0Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 3,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$52.7K<0.01%0Timeline
EQIXEQUINIX 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: 177 shares; 2026Q1: 53 shares 53$52K<0.01%-124Timeline
XEFRXEATON VANCE SR FLTNG RTE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,929 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares 4,929$52K<0.01%0Timeline
CQPCHENIERE ENERGY PARTNERS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801$51.8K<0.01%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,050 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$51.6K<0.01%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,639 shares; 2025Q1: 3,354 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares 2,639$51.5K<0.01%0Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286$51.2K<0.01%0Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$50.4K<0.01%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 2,079 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962$50K<0.01%0Timeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 9,287 shares; 2025Q1: 9,287 shares; 2025Q2: 9,287 shares; 2025Q3: 9,287 shares; 2025Q4: 9,287 shares; 2026Q1: 9,287 shares 9,287$49.4K<0.01%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 311 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$49K<0.01%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 729 shares; 2026Q1: 629 shares 629$48.5K<0.01%-100Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700$48.5K<0.01%0Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400$45.9K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,741 shares; 2026Q1: 1,664 shares 1,664$45.7K<0.01%-77Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409$45.6K<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$45.2K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885$45.2K<0.01%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,037 shares; 2025Q1: 6,620 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares 583$45K<0.01%0Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 680 shares; 2025Q4: 300 shares; 2026Q1: 558 shares 558$44.7K<0.01%+258Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,212 shares; 2024Q4: 65,391 shares; 2025Q1: 65,105 shares; 2025Q2: 28,805 shares; 2025Q3: 28,905 shares; 2025Q4: 25,374 shares; 2026Q1: 987 shares 987$44.6K<0.01%-24,387Timeline
RCLROYAL CARIBBEAN 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: 235 shares; 2025Q3: 32 shares; 2025Q4: 91 shares; 2026Q1: 160 shares 160$44.2K<0.01%+69Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 10,133 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503$43.7K<0.01%0Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 323 shares; 2025Q3: 434 shares; 2025Q4: 405 shares; 2026Q1: 898 shares 898$43.3K<0.01%+493Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 220 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199$43.1K<0.01%0Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 800 shares; 2026Q1: 600 shares 600$43.1K<0.01%-200Timeline
RCATRED CAT 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: 500 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260$42.7K<0.01%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,171 shares; 2025Q1: 2,565 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802$42.2K<0.01%0Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 218 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$41.2K<0.01%0Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$41K<0.01%0Timeline
IETCISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,883 shares; 2025Q1: 3,893 shares; 2025Q2: 2,691 shares; 2025Q3: 541 shares; 2025Q4: 491 shares; 2026Q1: 459 shares 459$40.6K<0.01%-32Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,043 shares; 2025Q4: 1,000 shares; 2026Q1: 500 shares 500$40.5K<0.01%-500Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$40.1K<0.01%0Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,544 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614$39.3K<0.01%0Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 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$39.1K<0.01%0Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549$39K<0.01%0Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 8,433 shares; 2025Q3: 2,297 shares; 2025Q4: 1,989 shares; 2026Q1: 954 shares 954$39K<0.01%-1,035Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 130 shares; 2025Q1: 1,704 shares; 2025Q2: 1,004 shares; 2025Q3: 782 shares; 2025Q4: 535 shares; 2026Q1: 1,455 shares 1,455$38.6K<0.01%+920Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,645 shares; 2025Q2: 488 shares; 2025Q3: 442 shares; 2025Q4: 216 shares; 2026Q1: 185 shares 185$38.2K<0.01%-31Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares 1,834$37.8K<0.01%0Timeline
HVT-AHAVERTY FURNITURE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,465 shares; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709$37.5K<0.01%0Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares 2,013$37.2K<0.01%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 87 shares; 2025Q2: 291 shares; 2025Q3: 290 shares; 2025Q4: 275 shares; 2026Q1: 242 shares 242$36.5K<0.01%-33Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755$36.5K<0.01%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,339 shares; 2025Q2: 2,293 shares; 2025Q3: 2,320 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$36.2K<0.01%0Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$36K<0.01%0Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163$35.3K<0.01%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 211 shares 211$34.6K<0.01%-400Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95$34.5K<0.01%0Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 7 shares; 2025Q4: 107 shares; 2026Q1: 85 shares 85$34K<0.01%-22Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$33.9K<0.01%0Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,596 shares; 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$33.1K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600$32.8K<0.01%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 630 shares 630$31.5K<0.01%-671Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,739 shares 5,739$31.3K<0.01%-1Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535$30.8K<0.01%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 1,241 shares; 2025Q1: 1,250 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 370 shares 370$30.5K<0.01%-182Timeline
HWMHOWMET AEROSPACE 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 190 shares; 2026Q1: 132 shares 132$30.5K<0.01%-58Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,343 shares; 2026Q1: 611 shares 611$29.8K<0.01%-1,732Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378$29.5K<0.01%0Timeline
IONQIONQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,005 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$28.8K<0.01%0Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 576 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666$28.7K<0.01%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301$28.7K<0.01%0Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares; 2026Q1: 323 shares 323$28.4K<0.01%0Timeline
BBTBEACON FINANCIAL CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945$28.4K<0.01%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 95 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135$28.1K<0.01%0Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 423 shares; 2026Q1: 368 shares 368$28K<0.01%-55Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly 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: 7,500 shares 7,500$27.4K<0.01%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 553 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$27.4K<0.01%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390$26.9K<0.01%0Timeline
LHLABCORP 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: 11 shares; 2025Q4: 69 shares; 2026Q1: 100 shares 100$26.7K<0.01%+31Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 286 shares; 2025Q2: 572 shares; 2025Q3: 642 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572$26.5K<0.01%0Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167$26.3K<0.01%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 19,912 shares; 2025Q1: 2,692 shares; 2025Q2: 2,346 shares; 2025Q3: 1,659 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146$26.3K<0.01%0Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 225 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$26.1K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240$25.5K<0.01%0Timeline
TRITHOMSON REUTERS 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: 325 shares; 2026Q1: 275 shares 275$24.7K<0.01%-50Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,963 shares; 2025Q2: 76,509 shares; 2025Q3: 81,119 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940$24.5K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341$24.3K<0.01%0Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,016 shares; 2025Q1: 1,017 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$24K<0.01%0Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106$23.9K<0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 1,008 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916$23.8K<0.01%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,031 shares 1,031$23.6K<0.01%-939Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 261 shares; 2025Q1: 209 shares; 2025Q2: 213 shares; 2025Q3: 212 shares; 2025Q4: 198 shares; 2026Q1: 186 shares 186$23.3K<0.01%-12Timeline
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: 1,097 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares 2,751$23K<0.01%0Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,328 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238$22.9K<0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 2,293 shares; 2025Q3: 1,730 shares; 2025Q4: 641 shares; 2026Q1: 131 shares 131$22.9K<0.01%-510Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,769 shares; 2025Q3: 406 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$22.8K<0.01%0Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189$22.8K<0.01%0Timeline
INGRINGREDION 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: 200 shares; 2026Q1: 200 shares 200$22.5K<0.01%0Timeline
EWDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460$22.4K<0.01%0Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542$21.8K<0.01%0Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 1,270 shares; 2026Q1: 800 shares 800$21.6K<0.01%-470Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 185 shares 185$21.4K<0.01%newTimeline
QQNITY ELECTRONICS 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: 185 shares; 2026Q1: 185 shares 185$21.3K<0.01%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,512 shares 2,512$21.2K<0.01%0Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 7,329 shares; 2025Q1: 7,329 shares; 2025Q2: 10,914 shares; 2025Q3: 10,914 shares; 2025Q4: 3,744 shares; 2026Q1: 2,077 shares 2,077$21.1K<0.01%-1,667Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232$21K<0.01%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 233 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$20.9K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,311 shares; 2025Q1: 1,441 shares; 2025Q2: 1,318 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583$20.8K<0.01%0Timeline
TTETOTALENERGIES SEQuarterly 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: 257 shares; 2026Q1: 217 shares 217$20.4K<0.01%-40Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,000 shares; 2025Q3: 2,102 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$20K<0.01%0Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 592 shares 592$19.9K<0.01%+44Timeline
CXHMFS INVT GRADE MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares 2,471$19.7K<0.01%0Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 120 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 117 shares; 2026Q1: 116 shares 116$18.8K<0.01%-1Timeline
ORIOLD REP INTL 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: 97 shares; 2026Q1: 470 shares 470$18.8K<0.01%+373Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 1,047 shares; 2025Q2: 1,370 shares; 2025Q3: 1,542 shares; 2025Q4: 1,671 shares; 2026Q1: 994 shares 994$18.6K<0.01%-677Timeline
NKTRNEKTAR THERAPEUTICSQuarterly 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: 7 shares; 2025Q4: not reported; 2026Q1: 250 shares 250$18K<0.01%newTimeline
FHNFIRST HORIZON 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: 780 shares; 2026Q1: 780 shares 780$17.9K<0.01%0Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141$17.9K<0.01%0Timeline
SKYYFIRST 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: 20 shares; 2025Q3: 20 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162$17.7K<0.01%0Timeline
NATNORDIC AMERICAN TANKERS LIMIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$17.6K<0.01%0Timeline
HUMHUMANA 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: 5 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99$17.3K<0.01%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347$17.2K<0.01%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 1,152 shares; 2025Q1: 552 shares; 2025Q2: 371 shares; 2025Q3: 394 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371$17K<0.01%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 444 shares; 2025Q1: 428 shares; 2025Q2: 25 shares; 2025Q3: 222 shares; 2025Q4: 60 shares; 2026Q1: 99 shares 99$16.9K<0.01%+39Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 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$16.3K<0.01%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,342 shares; 2025Q1: 4,342 shares; 2025Q2: 4,342 shares; 2025Q3: 4,399 shares; 2025Q4: 4,648 shares; 2026Q1: 437 shares 437$16.3K<0.01%-4,211Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 4,732 shares; 2025Q3: 1,450 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135$16.2K<0.01%0Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$15.1K<0.01%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900$14.9K<0.01%0Timeline
MPMP MATERIALS 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: 308 shares; 2025Q3: 635 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308$14.9K<0.01%0Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375$14.8K<0.01%0Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,086 shares; 2024Q4: 12,139 shares; 2025Q1: 12,624 shares; 2025Q2: 12,445 shares; 2025Q3: 67 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59$14.4K<0.01%0Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,583 shares; 2024Q4: 4,583 shares; 2025Q1: 5,212 shares; 2025Q2: 4,808 shares; 2025Q3: 4,808 shares; 2025Q4: 4,808 shares; 2026Q1: 4,808 shares 4,808$14K<0.01%0Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190$13.9K<0.01%0Timeline
VSNTVERSANT MEDIA 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: not reported; 2025Q4: not reported; 2026Q1: 374 shares 374$13.8K<0.01%newTimeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248$13.8K<0.01%0Timeline
VOYAVOYA FINANCIAL 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: 290 shares; 2026Q1: 200 shares 200$13.7K<0.01%-90Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 560 shares; 2025Q1: 564 shares; 2025Q2: 615 shares; 2025Q3: 576 shares; 2025Q4: 584 shares; 2026Q1: 588 shares 588$13.6K<0.01%+4Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325$13.6K<0.01%0Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 494 shares; 2025Q3: 511 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494$13.5K<0.01%0Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 518 shares; 2025Q1: 521 shares; 2025Q2: 526 shares; 2025Q3: 532 shares; 2025Q4: 538 shares; 2026Q1: 542 shares 542$13.5K<0.01%+4Timeline
LVSLAS VEGAS SANDS 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: 250 shares; 2026Q1: 250 shares 250$13.5K<0.01%0Timeline
AIQGLOBAL 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: 2,478 shares; 2025Q4: 2,322 shares; 2026Q1: 288 shares 288$13.4K<0.01%-2,034Timeline
FCCOFIRST CMNTY CORP S CQuarterly 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: 458 shares 458$13.4K<0.01%newTimeline
TNCTENNANT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200$13.3K<0.01%newTimeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295$13.1K<0.01%0Timeline
PSCFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227$12.9K<0.01%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 61 shares; 2025Q3: 71 shares; 2025Q4: 33 shares; 2026Q1: 32 shares 32$12.8K<0.01%-1Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 658 shares; 2025Q3: 698 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171$12.7K<0.01%0Timeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739$12.6K<0.01%0Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140$12.6K<0.01%0Timeline
JOEST JOE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$12.6K<0.01%0Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180$12.3K<0.01%0Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 1,205 shares; 2025Q3: 1,110 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86$12.3K<0.01%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,624 shares; 2025Q1: 4,424 shares; 2025Q2: 4,250 shares; 2025Q3: 4,000 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063$12.3K<0.01%0Timeline
CSGPCOSTAR 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: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300$12.1K<0.01%0Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 887 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793$11.9K<0.01%0Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 207 shares; 2025Q3: 223 shares; 2025Q4: 278 shares; 2026Q1: 198 shares 198$11.9K<0.01%-80Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477$11.8K<0.01%0Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 4,840 shares; 2026Q1: 840 shares 840$11.8K<0.01%-4,000Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 115 shares 115$11.8K<0.01%-620Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 514 shares; 2025Q2: 449 shares; 2025Q3: 498 shares; 2025Q4: 593 shares; 2026Q1: 338 shares 338$11.7K<0.01%-255Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 783 shares; 2025Q1: 538 shares; 2025Q2: 815 shares; 2025Q3: 915 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515$11.6K<0.01%0Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly 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: 22 shares; 2025Q4: not reported; 2026Q1: 509 shares 509$11.5K<0.01%newTimeline
FCPTFOUR CORNERS PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467$11.2K<0.01%0Timeline
LPLALPL FINL 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$11.1K<0.01%0Timeline
KLARKLARNA GROUP 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: 500 shares; 2026Q1: 850 shares 850$11.1K<0.01%+350Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$11.1K<0.01%0Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108$11.1K<0.01%0Timeline
TCOMTRIP COM GROUP 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: 221 shares 221$11K<0.01%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 2,666 shares; 2025Q1: 2,669 shares; 2025Q2: 1,682 shares; 2025Q3: 2,739 shares; 2025Q4: 49 shares; 2026Q1: 22 shares 22$10.9K<0.01%-27Timeline
TDWTIDEWATER INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,975 shares; 2024Q4: 151,834 shares; 2025Q1: 42,337 shares; 2025Q2: 15,528 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130$10.9K<0.01%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 269 shares; 2025Q2: 219 shares; 2025Q3: 244 shares; 2025Q4: 181 shares; 2026Q1: 91 shares 91$10.7K<0.01%-90Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257$10.7K<0.01%0Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares 873$10.7K<0.01%0Timeline
CAECAE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408$10.6K<0.01%0Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 61 shares; 2025Q3: 77 shares; 2025Q4: 70 shares; 2026Q1: 57 shares 57$10.6K<0.01%-13Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$10.5K<0.01%0Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235$10.1K<0.01%0Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 212 shares; 2025Q4: 131 shares; 2026Q1: 159 shares 159$9.85K<0.01%+28Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540$9.61K<0.01%0Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 263 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 365 shares; 2025Q4: 335 shares; 2026Q1: 394 shares 394$9.58K<0.01%+59Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 366 shares; 2025Q2: 408 shares; 2025Q3: 342 shares; 2025Q4: 301 shares; 2026Q1: 237 shares 237$9.26K<0.01%-64Timeline
NICENICE 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: 4 shares; 2025Q4: 65 shares; 2026Q1: 84 shares 84$9.23K<0.01%+19Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 405 shares 405$9.01K<0.01%+126Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 53 shares 53$8.75K<0.01%-19Timeline
CRWVCOREWEAVE 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: 303 shares; 2025Q3: 404 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112$8.68K<0.01%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 127 shares; 2025Q3: 168 shares; 2025Q4: not reported; 2026Q1: 170 shares 170$8.55K<0.01%newTimeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518$8.51K<0.01%0Timeline
EFAVISHARES 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: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$8.31K<0.01%0Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89$8.3K<0.01%0Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 290 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255$8.23K<0.01%0Timeline
SYFSYNCHRONY FINANCIALQuarterly 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: 120 shares; 2026Q1: 120 shares 120$8.16K<0.01%0Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$7.96K<0.01%0Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 5,675 shares; 2025Q1: 675 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175$7.93K<0.01%0Timeline
EL PASO ENERGY CAP TR IEL PASO ENERGY CAP TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$7.61K<0.01%0
MBBISHARES 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: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79$7.5K<0.01%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140$7.36K<0.01%0Timeline
ENICENEL CHILE SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares; 2026Q1: 1,851 shares 1,851$7.29K<0.01%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 155 shares; 2025Q4: 95 shares; 2026Q1: 51 shares 51$7.16K<0.01%-44Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 1,073 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420$7.13K<0.01%0Timeline
RDDTREDDIT 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: 102 shares; 2025Q4: 69 shares; 2026Q1: 52 shares 52$6.96K<0.01%-17Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 50 shares 50$6.91K<0.01%+13Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$6.89K<0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 16 shares 16$6.86K<0.01%newTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 7 shares; 2025Q3: 106 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$6.83K<0.01%0Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$6.82K<0.01%0Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$6.75K<0.01%0Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 580 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418$6.65K<0.01%0Timeline
EEMVISHARES 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: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102$6.6K<0.01%0Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 66 shares 66$6.6K<0.01%+10Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$6.48K<0.01%0Timeline
RKLBROCKET LAB 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: 100 shares; 2026Q1: 100 shares 100$6.42K<0.01%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 566 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310$6.42K<0.01%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,872 shares; 2025Q2: 981 shares; 2025Q3: 178 shares; 2025Q4: 91 shares; 2026Q1: 85 shares 85$5.91K<0.01%-6Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160$5.78K<0.01%0Timeline
GTNGRAY MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325$5.75K<0.01%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$5.62K<0.01%0Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,300 shares; 2025Q4: 817 shares; 2026Q1: 475 shares 475$5.43K<0.01%-342Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$5.32K<0.01%0Timeline
KDPKEURIG DR PEPPER 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: 200 shares; 2026Q1: 200 shares 200$5.31K<0.01%0Timeline
VISVANGUARD WORLD 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: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$5.31K<0.01%0Timeline
MKCMCCORMICK & CO 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: 105 shares 105$5.3K<0.01%newTimeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 273 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335$5.21K<0.01%0Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110$5.19K<0.01%0Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 3,983 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,185 shares; 2026Q1: 300 shares 300$5.12K<0.01%-885Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 531 shares; 2025Q4: 297 shares; 2026Q1: 67 shares 67$5.05K<0.01%-230Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74$4.65K<0.01%0Timeline
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: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125$4.53K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23$4.42K<0.01%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$4.28K<0.01%0Timeline
MICCMAGNUM ICE CREAM CO 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: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 280 shares 280$4.19K<0.01%-240Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 8 shares 8$4.14K<0.01%+1Timeline
BDJBLACKROCK ENHANCED EQUITY DIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466$4.02K<0.01%0Timeline
SLXNSILEXION THERAPEUTICS 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: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$3.84K<0.01%0Timeline
ECCEAGLE POINT CR 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: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$3.76K<0.01%0Timeline
RNRRENAISSANCERE 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: not reported; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$3.44K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 787 shares; 2025Q1: 574 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554$3.32K<0.01%0Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166$3.27K<0.01%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 114 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90$3.2K<0.01%0Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$3.13K<0.01%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 15 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$3.08K<0.01%0Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22$3.07K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 14 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 23 shares 23$2.99K<0.01%+2Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$2.96K<0.01%0Timeline
SCHOSCHWAB STRATEGIC 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: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118$2.86K<0.01%0Timeline
SEGSEAPORT ENTMT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133$2.86K<0.01%0Timeline
FMFCKANDAL M VENTURE 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: 7,079 shares; 2026Q1: 7,079 shares 7,079$2.85K<0.01%0Timeline
FUTYFIDELITY COVINGTON 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: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$2.84K<0.01%0Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly 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: 40 shares 40$2.74K<0.01%newTimeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329$2.73K<0.01%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 517 shares; 2025Q2: 518 shares; 2025Q3: 18 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$2.61K<0.01%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,688 shares; 2024Q4: 9,402 shares; 2025Q1: 9,402 shares; 2025Q2: 9,402 shares; 2025Q3: 128 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67$2.54K<0.01%0Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$2.48K<0.01%0Timeline
MOG-AMOOG 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: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$2.47K<0.01%0Timeline
FLSFLOWSERVE 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: 29 shares; 2025Q3: 38 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$2.47K<0.01%0Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$2.46K<0.01%0Timeline
CIENCIENA 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: 7 shares; 2025Q4: 7 shares; 2026Q1: 6 shares 6$2.39K<0.01%-1Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 87 shares; 2025Q2: 102 shares; 2025Q3: 155 shares; 2025Q4: 90 shares; 2026Q1: 70 shares 70$2.38K<0.01%-20Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 98 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$2.36K<0.01%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 148 shares; 2025Q1: 139 shares; 2025Q2: 84 shares; 2025Q3: 86 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18$2.27K<0.01%0Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 44 shares; 2025Q4: 39 shares; 2026Q1: 36 shares 36$2.27K<0.01%-3Timeline
CALFPACER 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: 50 shares; 2026Q1: 50 shares 50$2.24K<0.01%0Timeline
AITAPPLIED INDL TECHNOLOGIES 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: 7 shares; 2026Q1: 8 shares 8$2.23K<0.01%+1Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 222 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$2.22K<0.01%0Timeline
FIXCOMFORT SYS USA 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 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$2.22K<0.01%0Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$2.19K<0.01%0Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 31 shares 31$2.16K<0.01%-5Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 36 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$2.12K<0.01%0Timeline
MTSIMACOM TECH SOLUTIONS HLDGS 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: 8 shares; 2026Q1: 9 shares 9$2.06K<0.01%+1Timeline
NDSNNORDSON 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: 8 shares; 2026Q1: 8 shares 8$2.05K<0.01%0Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 17 shares; 2025Q3: 57 shares; 2025Q4: 21 shares; 2026Q1: 27 shares 27$1.97K<0.01%+6Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34$1.92K<0.01%0Timeline
LSCCLATTICE SEMICONDUCTOR 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: 22 shares; 2025Q4: 22 shares; 2026Q1: 20 shares 20$1.9K<0.01%-2Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 7 shares; 2026Q1: 6 shares 6$1.87K<0.01%-1Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 20 shares; 2025Q4: 12 shares; 2026Q1: 6 shares 6$1.8K<0.01%-6Timeline
HHYATT HOTELS 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: 11 shares; 2025Q3: 13 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$1.79K<0.01%0Timeline
BWXTBWX 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: 7 shares; 2026Q1: 9 shares 9$1.77K<0.01%+2Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 41 shares; 2025Q3: 45 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$1.76K<0.01%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9$1.75K<0.01%0Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 23 shares; 2026Q1: 20 shares 20$1.73K<0.01%-3Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 43 shares; 2025Q4: 33 shares; 2026Q1: 30 shares 30$1.67K<0.01%-3Timeline
WTFCWINTRUST 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: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 12 shares 12$1.67K<0.01%newTimeline
UXRPPROSHARES 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: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436$1.61K<0.01%0Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53$1.61K<0.01%0Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11$1.61K<0.01%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 28 shares; 2025Q2: 577 shares; 2025Q3: 587 shares; 2025Q4: 26 shares; 2026Q1: 11 shares 11$1.59K<0.01%-15Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$1.57K<0.01%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$1.54K<0.01%0Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$1.52K<0.01%0Timeline
SXISTANDEX INTL 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: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$1.5K<0.01%0Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 12 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$1.5K<0.01%0Timeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: 14 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 19 shares; 2026Q1: 21 shares 21$1.5K<0.01%+2Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 7 shares 7$1.48K<0.01%-2Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 31 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28$1.48K<0.01%0Timeline
LLYVALIBERTY LIVE 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: 16 shares; 2026Q1: 16 shares 16$1.47K<0.01%0Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$1.45K<0.01%0Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$1.39K<0.01%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 16 shares; 2026Q1: 11 shares 11$1.39K<0.01%-5Timeline
COHRCOHERENT 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: 7 shares; 2026Q1: 6 shares 6$1.36K<0.01%-1Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 42 shares; 2025Q4: 36 shares; 2026Q1: 35 shares 35$1.36K<0.01%-1Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 15 shares 15$1.36K<0.01%-2Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 39 shares; 2025Q4: 35 shares; 2026Q1: 41 shares 41$1.33K<0.01%+6Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 34 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20$1.32K<0.01%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 11 shares; 2025Q2: 32 shares; 2025Q3: 29 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$1.28K<0.01%0Timeline
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: not reported; 2025Q3: 33 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$1.27K<0.01%0Timeline
CPRICAPRI HOLDINGS LIMITEDQuarterly 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: 72 shares 72$1.26K<0.01%+61Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 7 shares; 2025Q3: 15 shares; 2025Q4: 7 shares; 2026Q1: 6 shares 6$1.25K<0.01%-1Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 11 shares; 2026Q1: 7 shares 7$1.24K<0.01%-4Timeline
PFGCPERFORMANCE FOOD GROUP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14$1.23K<0.01%newTimeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 20 shares; 2025Q3: 66 shares; 2025Q4: 18 shares; 2026Q1: 19 shares 19$1.21K<0.01%+1Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$1.19K<0.01%0Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$1.18K<0.01%0Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 21 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15$1.13K<0.01%+1Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 18 shares; 2025Q4: 12 shares; 2026Q1: 14 shares 14$1.12K<0.01%+2Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$1.12K<0.01%0Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5$1.11K<0.01%0Timeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$1.1K<0.01%0Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 21 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$1.1K<0.01%0Timeline
FELEFRANKLIN ELEC 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: 12 shares 12$1.09K<0.01%newTimeline
PCORPROCORE 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: 13 shares; 2026Q1: 19 shares 19$1.09K<0.01%+6Timeline
BNDXVANGUARD CHARLOTTE 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: 22 shares; 2025Q3: 5,508 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22$1.06K<0.01%0Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5$1.06K<0.01%newTimeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7$1.01K<0.01%newTimeline
THRMGENTHERM 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: 39 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34$942<0.01%0Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7$925<0.01%newTimeline
CVNACARVANA 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: not reported; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$907<0.01%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6$905<0.01%newTimeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$866<0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,040 shares; 2025Q1: 7,043 shares; 2025Q2: 2,037 shares; 2025Q3: 2,036 shares; 2025Q4: 2,031 shares; 2026Q1: 13 shares 13$848<0.01%-2,018Timeline
IRTCIRHYTHM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 10 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7$836<0.01%0Timeline
COHUCOHU 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: 27 shares 27$825<0.01%newTimeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 12 shares; 2026Q1: 6 shares 6$824<0.01%-6Timeline
IATISHARES 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: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$808<0.01%0Timeline
NUVLNUVALENT 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: 8 shares 8$793<0.01%newTimeline
SRVRPACER 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: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24$750<0.01%0Timeline
DOCNDIGITALOCEAN 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: 9 shares 9$747<0.01%newTimeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 18 shares; 2026Q1: 10 shares 10$709<0.01%-8Timeline
HUBGHUB GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 27 shares; 2025Q3: 32 shares; 2025Q4: 27 shares; 2026Q1: 19 shares 19$680<0.01%-8Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,209 shares; 2025Q1: 3,474 shares; 2025Q2: 3,474 shares; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 18 shares 18$627<0.01%newTimeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$621<0.01%0Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 142 shares; 2025Q4: 224 shares; 2026Q1: 3 shares 3$611<0.01%-221Timeline
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: 29 shares; 2025Q4: 24 shares; 2026Q1: 30 shares 30$573<0.01%+6Timeline
RKTROCKET COS 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: 39 shares 39$561<0.01%newTimeline
SGISOMNIGROUP 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: not reported; 2026Q1: 8 shares 8$560<0.01%newTimeline
XTNSPDR 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: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6$558<0.01%0Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$549<0.01%0Timeline
MRPMILLROSE PPTYS 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: 18 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18$504<0.01%0Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 86 shares; 2025Q4: 24 shares; 2026Q1: 27 shares 27$500<0.01%+3Timeline
QGENQIAGEN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12$489<0.01%newTimeline
PARPAR TECHNOLOGY 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: 27 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29$387<0.01%0Timeline
CRCLCIRCLE INTERNET 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: 250 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4$382<0.01%0Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 449 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$327<0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 246 shares; 2025Q2: 310 shares; 2025Q3: 355 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12$273<0.01%0Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 839 shares; 2025Q3: 869 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$253<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: 640 shares; 2025Q4: 780 shares; 2026Q1: 11 shares 11$233<0.01%-769Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 748 shares; 2025Q4: 304 shares; 2026Q1: 14 shares 14$181<0.01%-290Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 0 shares 0$153<0.01%-1,925Amount filed as zero, left out of ratios.Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 0 shares 0$145<0.01%-2,120Amount filed as zero, left out of ratios.Timeline
QUREUNIQURE 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: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5$81<0.01%0Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 0 shares 0$81<0.01%-1,143Amount filed as zero, left out of ratios.Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 0 shares 0$51<0.01%-159Amount filed as zero, left out of ratios.Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 0 shares 0$14<0.01%-219Amount filed as zero, left out of ratios.Timeline
BAXBAXTER 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0$3<0.01%newAmount filed as zero, left out of ratios.Timeline
ERNAERNEXA 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: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8$2<0.01%0Timeline

Options

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

SecurityTypeAmountValueChange
NFLXNETFLIX INC. COMcall10,400$1000Knew
METAMETA PLATFORMS INC COMcall100$57.2K-100

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SNVSYNOVUS FINANCIAL CORP7,762$388Kshares
KCESPDR SERIES TRUST740$111Kshares
LULULULULEMON ATHLETICA INC486$101Kshares
FTAIFTAI AVIATION LTD400$78.7Kshares
AAALCOA CORP1,300$69.1Kshares
IAIISHARES TR331$59.4Kshares
BSCYINVESCO EXCH TRD SLF IDX FD2,588$54.4Kshares
IBNDSPDR SERIES TRUST1,608$51.6Kshares
HYGISHARES TR586$47.2Kshares
BWZSPDR SERIES TRUST1,696$46.5Kshares
STLASTELLANTIS N.V3,604$39.2Kshares
TIPXSPDR SERIES TRUST1,748$33.4Kshares
PLPCPREFORMED LINE PRODS CO150$31Kshares
SPIPSPDR SERIES TRUST1,087$28.2Kshares
AIZASSURANT INC117$28.2Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL63$28.1Kshares
BWXSPDR SERIES TRUST896$20.2Kshares
LDPCOHEN & STEERS LTD DURATION803$17Kshares
AONAON PLC48$16.9Kshares
CMACOMERICA INC190$16.7Kshares
STOKSTOKE THERAPEUTICS INC440$14Kshares
FDLOFIDELITY COVINGTON TRUST200$13.3Kshares
WIPSPDR SERIES TRUST326$12.8Kshares
FGF&G ANNUITIES & LIFE INC414$12.8Kshares
ITGARTNER INC50$12.6Kshares
AURAURORA INNOVATION INC3,245$12.5Kshares
BSYBENTLEY SYS INC300$11.4Kshares
ZBHZIMMER BIOMET HOLDINGS INC100$9.02Kshares
FVRRFIVERR INTL LTD429$8.48Kshares
EWJISHARES INC102$8.24Kshares
XLBSELECT SECTOR SPDR TR128$5.8Kshares
EENI SPA144$5.46Kshares
IXNISHARES TR52$5.46Kshares
EIMEATON VANCE MUN BD FD539$5.25Kshares
TREXTREX INC100$3.51Kshares
AFBALLIANCEBERNSTEIN NATL MUN I322$3.48Kshares
BUDANHEUSER BUSCH INBEV SA NV49$3.16Kshares
HWCHANCOCK WHITNEY CORPORATION30$1.93Kshares
JJACOBS SOLUTIONS INC10$1.3Kshares
EXASEXACT SCIENCES CORP12$1.22Kshares
GWREGUIDEWIRE SOFTWARE INC5$1.09Kshares
QTWOQ2 HLDGS INC15$1.05Kshares
EAELECTRONIC ARTS INC5$1.02Kshares
KBRKBR INC22$906shares
FLUTFLUTTER ENTMT PLC4$903shares
QIAGEN N.V.QIAGEN N.V.19$851shares
CSLCARLISLE COS INC3$831shares
BLBLACKLINE INC14$782shares
BTCINEOS ETF TRUST16$705shares
MORNMORNINGSTAR INC3$700shares
GLOBGLOBANT S A4$292shares

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 0000829407-26-000003 base2026-04-29acceptance time not in the bulk data set