Skip to content
Disclosery

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Follow

13F filer, CIK 1141802, MILWAUKEE, WI

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported $158,118,171,945 across 4,007 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-02-10. Its ten largest share positions make up 47.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001141802-26-000007

Period
2025-12-31
Reported value
$158B
Holdings
4,007
Top 10 weight
47.3%
New
539
Sold out
321

Part of the filer group NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+4,285,563$317M
SCHFadded+12,246,283$294M
IVVadded+409,816$281M
VEAadded+3,757,877$235M
DYNFadded+3,123,441$190M

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
DBEFreduced-1,968,385-$94.7M
LYFTreduced-3,587,895-$69.5M
COWZreduced-1,063,208-$64M
QUALreduced-263,124-$52.3M
UBERreduced-631,880-$51.6M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR/A 0001141802-26-000007, largest first. % of portfolio is the value over $158,118,171,945, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: 766 shares; 2025Q2: 720 shares; 2025Q3: 1 shares; 2025Q4: 2,200 shares 2,200$39.1K<0.01%+2,199Timeline
SRCE1ST SOURCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625$39.1K<0.01%0Timeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 36,201 shares; 2025Q1: 37,376 shares; 2025Q2: 38,178 shares; 2025Q3: 10,057 shares; 2025Q4: 7,821 shares 7,821$38.9K<0.01%-2,236Timeline
EURONET WORLDWIDE INCEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,000 shares; 2024Q4: 55,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares 46,000$38.8K<0.01%0
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 183 shares; 2025Q1: 259 shares; 2025Q2: 501 shares; 2025Q3: 558 shares; 2025Q4: 823 shares 823$38.5K<0.01%+265Timeline
EVAXEVAXION ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000$38.2K<0.01%newTimeline
XBGYXBLACKROCK ENHANCED INTL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,613 shares; 2024Q4: 18,734 shares; 2025Q1: 14,710 shares; 2025Q2: 6,450 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares 6,453$37.9K<0.01%0Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 148 shares; 2025Q1: 307 shares; 2025Q2: 103 shares; 2025Q3: 135 shares; 2025Q4: 439 shares 439$37.9K<0.01%+304Timeline
ETJEATON VANCE RISK-MANAGED DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 25,415 shares; 2025Q1: 27,986 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares 4,296$37.9K<0.01%0Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 611 shares; 2025Q3: 604 shares; 2025Q4: 457 shares 457$37.8K<0.01%-147Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares 5,409$37.6K<0.01%0Timeline
DFPFLAHERTY & CRUMRINE DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 6,669 shares; 2025Q1: 5,766 shares; 2025Q2: 1,266 shares; 2025Q3: 1,349 shares; 2025Q4: 1,800 shares 1,800$37.4K<0.01%+451Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 321 shares; 2025Q4: 263 shares 263$37.4K<0.01%-58Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 389 shares; 2025Q1: 372 shares; 2025Q2: 385 shares; 2025Q3: 457 shares; 2025Q4: 419 shares 419$37.3K<0.01%-38Timeline
ATOMATOMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337 shares; 2025Q1: 3,187 shares; 2025Q2: 17,891 shares; 2025Q3: 16,891 shares; 2025Q4: 16,891 shares 16,891$37.3K<0.01%0Timeline
CSIQCANADIAN SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,912 shares; 2024Q4: 19,657 shares; 2025Q1: 21,874 shares; 2025Q2: 1,771 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560$37.1K<0.01%0Timeline
PFLTPENNANTPARK FLOATING RATE CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000$37.1K<0.01%0Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,243 shares; 2025Q1: 1,109 shares; 2025Q2: 1,703 shares; 2025Q3: 3,102 shares; 2025Q4: 704 shares 704$36.5K<0.01%-2,398Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,075 shares; 2025Q4: 2,140 shares 2,140$36.4K<0.01%+65Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 3,481 shares; 2025Q4: 2,554 shares 2,554$36.4K<0.01%-927Timeline
LACLITHIUM AMERS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,182 shares; 2024Q4: 9,270 shares; 2025Q1: 9,258 shares; 2025Q2: 10,302 shares; 2025Q3: 7,513 shares; 2025Q4: 8,306 shares 8,306$36.2K<0.01%+793Timeline
GELGENESIS ENERGY L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,321 shares 2,321$36.2K<0.01%0Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 131 shares; 2025Q1: 198 shares; 2025Q2: 227 shares; 2025Q3: 352 shares; 2025Q4: 404 shares 404$36.1K<0.01%+52Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 1,127 shares; 2025Q1: 257 shares; 2025Q2: 658 shares; 2025Q3: 257 shares; 2025Q4: 2,055 shares 2,055$36.1K<0.01%+1,798Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 96 shares 96$36K<0.01%+90Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 520 shares; 2025Q2: 523 shares; 2025Q3: 548 shares; 2025Q4: 446 shares 446$35.7K<0.01%-102Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 1,732 shares; 2025Q1: 2,629 shares; 2025Q2: 4,780 shares; 2025Q3: 884 shares; 2025Q4: 1,884 shares 1,884$35.5K<0.01%+1,000Timeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 601 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301$35.4K<0.01%0Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 278 shares; 2025Q1: 252 shares; 2025Q2: 298 shares; 2025Q3: 399 shares; 2025Q4: 796 shares 796$35.2K<0.01%+397Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 1,196 shares 1,196$35.2K<0.01%+516Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 806 shares; 2025Q1: 757 shares; 2025Q2: 797 shares; 2025Q3: 639 shares; 2025Q4: 580 shares 580$35.2K<0.01%-59Timeline
HTZWWHERTZ GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 11,303 shares; 2025Q1: 11,303 shares; 2025Q2: 11,303 shares; 2025Q3: 11,303 shares; 2025Q4: 13,052 shares 13,052$35K<0.01%+1,749Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,688 shares; 2025Q1: 826 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 732 shares 732$34.9K<0.01%-77Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 543 shares; 2025Q2: 61 shares; 2025Q3: 511 shares; 2025Q4: 404 shares 404$34.9K<0.01%-107Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,609 shares; 2025Q1: 752 shares; 2025Q2: 1,979 shares; 2025Q3: 2,786 shares; 2025Q4: 1,789 shares 1,789$34.6K<0.01%-997Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 354 shares; 2025Q1: 294 shares; 2025Q2: 402 shares; 2025Q3: 766 shares; 2025Q4: 853 shares 853$34.6K<0.01%+87Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 1,244 shares 1,244$34.5K<0.01%-2,530Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 536 shares; 2025Q1: 443 shares; 2025Q2: 275 shares; 2025Q3: 193 shares; 2025Q4: 719 shares 719$34.5K<0.01%+526Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 65 shares; 2025Q2: 224 shares; 2025Q3: 372 shares; 2025Q4: 543 shares 543$34.5K<0.01%+171Timeline
ABFLABACUS FCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 559 shares; 2025Q4: 483 shares 483$34.5K<0.01%-76Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: 2,336 shares; 2025Q3: 3,733 shares; 2025Q4: 3,451 shares 3,451$34.4K<0.01%-282Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 750 shares; 2025Q1: 803 shares; 2025Q2: 784 shares; 2025Q3: 954 shares; 2025Q4: 1,581 shares 1,581$34.2K<0.01%+627Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 995 shares; 2025Q1: 1,032 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares 1,259$34.2K<0.01%0Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826$34.1K<0.01%0Timeline
ISMDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 378 shares; 2025Q4: 882 shares 882$34K<0.01%+504Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,479 shares; 2024Q4: 16,747 shares; 2025Q1: 16,665 shares; 2025Q2: 23,707 shares; 2025Q3: 18,758 shares; 2025Q4: 10,170 shares 10,170$33.9K<0.01%-8,588Timeline
BBSCJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 453 shares 453$33.7K<0.01%+18Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 362 shares; 2025Q1: 514 shares; 2025Q2: 119 shares; 2025Q3: 366 shares; 2025Q4: 552 shares 552$33.6K<0.01%+186Timeline
MRSKNORTHERN LIGHTS FD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares 911$33.5K<0.01%0Timeline
EXPEDIA GROUP INCEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 26,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000$33.5K<0.01%0
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 5,008 shares; 2025Q1: 5,120 shares; 2025Q2: 5,198 shares; 2025Q3: 4,684 shares; 2025Q4: 2,821 shares 2,821$33.5K<0.01%-1,863Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 22 shares; 2025Q1: 143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares 470$33.5K<0.01%newTimeline
BGTBLACKROCK FLOATING RATE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: 2,947 shares; 2025Q3: 2,947 shares; 2025Q4: 2,947 shares 2,947$33.4K<0.01%0Timeline
DXDYNEX CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 945 shares; 2025Q1: 977 shares; 2025Q2: 1,018 shares; 2025Q3: 1,060 shares; 2025Q4: 2,378 shares 2,378$33.3K<0.01%+1,318Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 3,012 shares 3,012$33.3K<0.01%+2,634Timeline
CXSEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 2,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 826 shares 826$33.1K<0.01%newTimeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 439 shares; 2025Q2: 4,861 shares; 2025Q3: 685 shares; 2025Q4: 690 shares 690$33.1K<0.01%+5Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 813 shares; 2025Q1: 817 shares; 2025Q2: 816 shares; 2025Q3: 2,635 shares; 2025Q4: 12,687 shares 12,687$32.9K<0.01%+10,052Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 176 shares; 2025Q1: 50 shares; 2025Q2: 226 shares; 2025Q3: 251 shares; 2025Q4: 226 shares 226$32.8K<0.01%-25Timeline
ANIXANIXA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500$32.8K<0.01%0Timeline
AAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 348 shares; 2025Q4: 348 shares 348$32.4K<0.01%0Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 671 shares; 2025Q1: 780 shares; 2025Q2: 2,911 shares; 2025Q3: 2,390 shares; 2025Q4: 1,504 shares 1,504$32.3K<0.01%-886Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 1,433 shares 1,433$32.3K<0.01%+569Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,072 shares; 2024Q4: 30,881 shares; 2025Q1: 1,779 shares; 2025Q2: 810 shares; 2025Q3: 849 shares; 2025Q4: 849 shares 849$32.2K<0.01%0Timeline
BCPCBALCHEM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 234 shares; 2025Q1: 200 shares; 2025Q2: 229 shares; 2025Q3: 227 shares; 2025Q4: 210 shares 210$32.2K<0.01%-17Timeline
GBTGGLOBAL BUSINESS TRAVEL GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,203 shares 4,203$32.2K<0.01%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,253 shares; 2025Q1: 2,171 shares; 2025Q2: 2,185 shares; 2025Q3: 2,295 shares; 2025Q4: 2,200 shares 2,200$31.9K<0.01%-95Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 824 shares; 2025Q4: 1,013 shares 1,013$31.7K<0.01%+189Timeline
MXFMEXICO FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,570 shares 1,570$31.6K<0.01%+70Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,953 shares 1,953$31.6K<0.01%newTimeline
TRUPTRUPANION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 842 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 843 shares 843$31.5K<0.01%+5Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 577 shares; 2025Q2: 401 shares; 2025Q3: 754 shares; 2025Q4: 1,143 shares 1,143$31.5K<0.01%+389Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,669 shares; 2025Q1: 1,392 shares; 2025Q2: 992 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388$31.4K<0.01%0Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800$31.3K<0.01%0Timeline
GCBCGREENE CNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 1,400 shares 1,400$31.1K<0.01%+1,000Timeline
FNKFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares 559$31.1K<0.01%0Timeline
OBTORANGE CNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares 1,086$31K<0.01%0Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 221 shares; 2025Q2: 8 shares; 2025Q3: 587 shares; 2025Q4: 524 shares 524$31K<0.01%-63Timeline
ACAARCOSA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 289 shares; 2025Q3: 306 shares; 2025Q4: 289 shares 289$30.7K<0.01%-17Timeline
EJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034$30.7K<0.01%0Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 272 shares; 2025Q1: 181 shares; 2025Q2: 107 shares; 2025Q3: 187 shares; 2025Q4: 279 shares 279$30.6K<0.01%+92Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 1,126 shares 1,126$30.6K<0.01%+394Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 380 shares; 2025Q1: 501 shares; 2025Q2: 415 shares; 2025Q3: 396 shares; 2025Q4: 467 shares 467$30.3K<0.01%+71Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 287 shares; 2025Q1: 4,182 shares; 2025Q2: 885 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$30.2K<0.01%0Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,424 shares; 2025Q1: 25 shares; 2025Q2: 138 shares; 2025Q3: 152 shares; 2025Q4: 153 shares 153$30.1K<0.01%+1Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 8,594 shares; 2025Q1: 20,299 shares; 2025Q2: 20,049 shares; 2025Q3: 2,248 shares; 2025Q4: 2,748 shares 2,748$30.1K<0.01%+500
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,408 shares; 2025Q1: 10,682 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 2,328 shares 2,328$30K<0.01%-816Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 591 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 111 shares; 2025Q4: 172 shares 172$30K<0.01%+61Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 475 shares; 2025Q1: 532 shares; 2025Q2: 522 shares; 2025Q3: 616 shares; 2025Q4: 433 shares 433$29.9K<0.01%-183Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 722 shares 722$29.9K<0.01%+618Timeline
MYIBLACKROCK MUNIYIELD QUALITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,286 shares; 2024Q4: 43,788 shares; 2025Q1: 43,788 shares; 2025Q2: 43,788 shares; 2025Q3: 3,928 shares; 2025Q4: 2,752 shares 2,752$29.9K<0.01%-1,176Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,413 shares 1,413$29.7K<0.01%+96Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 476 shares; 2025Q4: 1,334 shares 1,334$29.5K<0.01%+858Timeline
SLVRSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares 529$29.5K<0.01%newTimeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,712 shares; 2025Q1: 3,312 shares; 2025Q2: 591 shares; 2025Q3: 461 shares; 2025Q4: 431 shares 431$29.4K<0.01%-30Timeline
IBCPINDEPENDENT BK CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares 902$29.4K<0.01%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 139 shares; 2025Q1: 524 shares; 2025Q2: 187 shares; 2025Q3: 269 shares; 2025Q4: 403 shares 403$29.3K<0.01%+134Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833$29.2K<0.01%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 176 shares; 2025Q1: 54 shares; 2025Q2: 187 shares; 2025Q3: 333 shares; 2025Q4: 135 shares 135$29K<0.01%-198Timeline
PSCEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 654 shares; 2025Q3: 672 shares; 2025Q4: 672 shares 672$28.9K<0.01%0Timeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,238 shares; 2025Q1: 5,238 shares; 2025Q2: 6,440 shares; 2025Q3: 3,238 shares; 2025Q4: 2,433 shares 2,433$28.8K<0.01%-805Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 25,958 shares; 2025Q1: 15,307 shares; 2025Q2: 18,509 shares; 2025Q3: 23,841 shares; 2025Q4: 21,194 shares 21,194$28.8K<0.01%-2,647Timeline
XPOFXPONENTIAL FITNESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500$28.8K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,253 shares; 2025Q1: 993 shares; 2025Q2: 625 shares; 2025Q3: 207 shares; 2025Q4: 202 shares 202$28.6K<0.01%-5Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 760 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 1,101 shares; 2025Q4: 810 shares 810$28.6K<0.01%-291Timeline
BBDCBARINGS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,276 shares; 2025Q1: 2,822 shares; 2025Q2: 2,918 shares; 2025Q3: 3,013 shares; 2025Q4: 3,101 shares 3,101$28.5K<0.01%+88Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares; 2025Q4: 3,106 shares 3,106$28.4K<0.01%0Timeline
XAWPXABRDN GLOBAL PREMIER PROPERTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,382 shares 7,382$28.3K<0.01%+382Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 531 shares; 2025Q3: 70 shares; 2025Q4: 213 shares 213$28.3K<0.01%+143Timeline
LYTSLSI INDS INC OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 1,534 shares 1,534$28.1K<0.01%+1,031Timeline
BUFTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141$28.1K<0.01%newTimeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 157 shares; 2025Q1: 203 shares; 2025Q2: 155 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159$28.1K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,188 shares; 2025Q1: 1,096 shares; 2025Q2: 256 shares; 2025Q3: 143 shares; 2025Q4: 389 shares 389$28K<0.01%+246Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 496 shares; 2025Q3: 33 shares; 2025Q4: 23 shares 23$27.9K<0.01%-10
UISUNISYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10,010 shares; 2025Q4: 10,093 shares 10,093$27.9K<0.01%+83Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 772 shares; 2025Q1: 27,272 shares; 2025Q2: 1,227 shares; 2025Q3: 911 shares; 2025Q4: 772 shares 772$27.8K<0.01%-139Timeline
RMBIRICHMOND MUT BANCORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares 1,963$27.6K<0.01%0Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 137 shares; 2025Q1: 45 shares; 2025Q2: 79 shares; 2025Q3: 175 shares; 2025Q4: 224 shares 224$27.5K<0.01%+49Timeline
HUBGHUB GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 207 shares; 2025Q1: 225 shares; 2025Q2: 288 shares; 2025Q3: 176 shares; 2025Q4: 644 shares 644$27.4K<0.01%+468Timeline
SMASMARTSTOP SELF STORAG REIT IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares 886$27.4K<0.01%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 671 shares; 2025Q1: 489 shares; 2025Q2: 495 shares; 2025Q3: 117 shares; 2025Q4: 248 shares 248$27.3K<0.01%+131Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares 534$27.3K<0.01%newTimeline
ARDCARES DYNAMIC CR ALLOCATION FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 2,033 shares 2,033$27K<0.01%+2,000Timeline
TNADIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 11 shares; 2025Q4: 593 shares 593$27K<0.01%+582Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 1,609 shares; 2025Q1: 354 shares; 2025Q2: 711 shares; 2025Q3: 840 shares; 2025Q4: 618 shares 618$26.9K<0.01%-222Timeline
CCAPCRESCENT CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,915 shares 1,915$26.9K<0.01%newTimeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 1,016 shares 1,016$26.9K<0.01%+494Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares 679$26.8K<0.01%newTimeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 42 shares; 2025Q1: 277 shares; 2025Q2: 192 shares; 2025Q3: 228 shares; 2025Q4: 1,014 shares 1,014$26.8K<0.01%+786Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares 269$26.7K<0.01%newTimeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,741 shares; 2025Q1: 2,806 shares; 2025Q2: 1,753 shares; 2025Q3: 1,050 shares; 2025Q4: 1,404 shares 1,404$26.6K<0.01%+354Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 753 shares; 2025Q1: 869 shares; 2025Q2: 1,008 shares; 2025Q3: 960 shares; 2025Q4: 429 shares 429$26.5K<0.01%-531Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 822 shares 822$26.3K<0.01%-352Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 284 shares 284$26.3K<0.01%+10Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 106 shares 106$26.3K<0.01%+16Timeline
BWBBRIDGEWATER BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 1,500 shares 1,500$26.3K<0.01%-300Timeline
STOTSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares 556$26.3K<0.01%newTimeline
SBSCOMPANHIA DE SANEAMENTO BASIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 822 shares; 2025Q1: 715 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101$26.3K<0.01%0Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,323 shares; 2025Q1: 2,844 shares; 2025Q2: 711 shares; 2025Q3: 1,198 shares; 2025Q4: 347 shares 347$26.1K<0.01%-851Timeline
OZBELPOINTE PREP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400$26K<0.01%newTimeline
HIHILLENBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 306 shares; 2025Q1: 806 shares; 2025Q2: 811 shares; 2025Q3: 874 shares; 2025Q4: 819 shares 819$26K<0.01%-55Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 250 shares; 2025Q1: 421 shares; 2025Q2: 650 shares; 2025Q3: 635 shares; 2025Q4: 648 shares 648$26K<0.01%+13Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares 271$25.6K<0.01%0Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares 502$25.6K<0.01%newTimeline
MAXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares 902$25.4K<0.01%newTimeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,864 shares; 2025Q4: 2,000 shares 2,000$25.4K<0.01%-864Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 898 shares; 2025Q1: 886 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares 774$25.4K<0.01%0Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 482 shares; 2025Q1: 437 shares; 2025Q2: 685 shares; 2025Q3: 509 shares; 2025Q4: 556 shares 556$25.4K<0.01%+47Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 418 shares; 2025Q1: 302 shares; 2025Q2: 332 shares; 2025Q3: 771 shares; 2025Q4: 580 shares 580$25.4K<0.01%-191Timeline
XWIAXWESTERN ASSET INFLT LNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares 3,051$25.2K<0.01%0Timeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731 shares 731$25.2K<0.01%newTimeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 543 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares 1,446$25.2K<0.01%newTimeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 574 shares; 2025Q1: 572 shares; 2025Q2: 651 shares; 2025Q3: 688 shares; 2025Q4: 655 shares 655$25.2K<0.01%-33Timeline
BSBKBOGOTA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares 2,965$25.1K<0.01%0Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 624 shares; 2025Q1: 386 shares; 2025Q2: 1,115 shares; 2025Q3: 925 shares; 2025Q4: 825 shares 825$25K<0.01%-100Timeline
QCRHQCR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$25K<0.01%0Timeline
RDNRADIAN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 410 shares; 2025Q1: 356 shares; 2025Q2: 266 shares; 2025Q3: 742 shares; 2025Q4: 694 shares 694$25K<0.01%-48Timeline
BFCBANK FIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 204 shares 204$24.9K<0.01%+184Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares 275$24.7K<0.01%newTimeline
PABPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares 577$24.7K<0.01%newTimeline
OCFCOCEANFIRST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,313 shares; 2025Q1: 1,327 shares; 2025Q2: 1,342 shares; 2025Q3: 1,425 shares; 2025Q4: 1,373 shares 1,373$24.6K<0.01%-52Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 160 shares 160$24.5K<0.01%+92Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 93 shares; 2025Q3: 548 shares; 2025Q4: 357 shares 357$24.5K<0.01%-191Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 592 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,183 shares 1,183$24.5K<0.01%-242Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 160 shares 160$24.5K<0.01%-112Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 4,363 shares 4,363$24.4K<0.01%newTimeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 759 shares 759$24.4K<0.01%newTimeline
CUECUE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 10,000 shares; 2025Q2: 83,000 shares; 2025Q3: 79,500 shares; 2025Q4: 79,500 shares 79,500$24.3K<0.01%0Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 184 shares; 2025Q3: 216 shares; 2025Q4: 290 shares 290$24.3K<0.01%+74Timeline
SMAXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$24.3K<0.01%newTimeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares 2,682$24.2K<0.01%0Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 7,191 shares; 2025Q1: 1,086 shares; 2025Q2: 1,235 shares; 2025Q3: 1,488 shares; 2025Q4: 2,791 shares 2,791$24.2K<0.01%+1,303Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 152 shares; 2025Q1: 115 shares; 2025Q2: 230 shares; 2025Q3: 538 shares; 2025Q4: 530 shares 530$24.2K<0.01%-8Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 222 shares; 2025Q1: 162 shares; 2025Q2: 215 shares; 2025Q3: 214 shares; 2025Q4: 172 shares 172$24.1K<0.01%-42Timeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares 2,050$24.1K<0.01%newTimeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,542 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 517 shares 517$24K<0.01%+321Timeline
DMAXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900$24K<0.01%newTimeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 79 shares; 2025Q4: 98 shares 98$23.9K<0.01%+19Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 7 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 307 shares; 2025Q4: 333 shares 333$23.8K<0.01%+26Timeline
XBFZXBLACKROCK CA MUNI INC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares 2,206$23.7K<0.01%0Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 180 shares; 2025Q1: 159 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 212 shares 212$23.7K<0.01%-121Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 550 shares; 2025Q4: 623 shares 623$23.6K<0.01%+73Timeline
CGTXCOGNITION THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 6,567 shares; 2025Q2: 16,767 shares; 2025Q3: 17,467 shares; 2025Q4: 17,467 shares 17,467$23.6K<0.01%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 1,382 shares; 2025Q2: 959 shares; 2025Q3: 2,824 shares; 2025Q4: 2,964 shares 2,964$23.6K<0.01%+140Timeline
XHRXENIA HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,594 shares; 2025Q1: 1,815 shares; 2025Q2: 1,626 shares; 2025Q3: 1,642 shares; 2025Q4: 1,659 shares 1,659$23.5K<0.01%+17Timeline
BGXBLACKSTONE LONG SHORT CR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000$23.3K<0.01%newTimeline
SFLSFL CORPORATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,446 shares; 2025Q1: 2,526 shares; 2025Q2: 2,606 shares; 2025Q3: 2,917 shares; 2025Q4: 2,986 shares 2,986$23.3K<0.01%+69Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 4,048 shares 4,048$23.2K<0.01%+3,848Timeline
JIGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315$23.1K<0.01%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 12,166 shares; 2025Q1: 54,189 shares; 2025Q2: 20,498 shares; 2025Q3: 1,411 shares; 2025Q4: 2,765 shares 2,765$23K<0.01%+1,354Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares 740$23K<0.01%newTimeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,240 shares; 2025Q1: 439 shares; 2025Q2: 110 shares; 2025Q3: 136 shares; 2025Q4: 121 shares 121$22.8K<0.01%-15Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 54 shares; 2025Q1: 450 shares; 2025Q2: 264 shares; 2025Q3: 391 shares; 2025Q4: 495 shares 495$22.8K<0.01%+104Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,616 shares; 2025Q1: 1,625 shares; 2025Q2: 1,803 shares; 2025Q3: 1,813 shares; 2025Q4: 1,994 shares 1,994$22.8K<0.01%+181Timeline
RMAXRE/MAX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$22.8K<0.01%0Timeline
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000$22.6K<0.01%0
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares 440$22.6K<0.01%newTimeline
CMTLCOMTECH TELECOMMUNICATIONS CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,762 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares 4,262$22.5K<0.01%0Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 305 shares; 2025Q2: 440 shares; 2025Q3: 442 shares; 2025Q4: 447 shares 447$22.5K<0.01%+5Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 685 shares; 2025Q3: 543 shares; 2025Q4: 533 shares 533$22.4K<0.01%-10Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 10 shares; 2025Q1: 93 shares; 2025Q2: 7 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$22.3K<0.01%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 569 shares 569$22.2K<0.01%-31Timeline
MTWMANITOWOC CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 1,851 shares 1,851$22.2K<0.01%+1,825Timeline
MSDMORGAN STANLEY EMKT DBT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$22.2K<0.01%0Timeline
XERSXERIS BIOPHARMA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 7,789 shares; 2025Q4: 2,821 shares 2,821$22.1K<0.01%-4,968Timeline
WLYWILEY JOHN & SONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 722 shares 722$22.1K<0.01%+68Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 539 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591$22.1K<0.01%0Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,045 shares; 2025Q4: 1,108 shares 1,108$22K<0.01%+63Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,189 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$22K<0.01%0Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 585 shares; 2025Q2: 957 shares; 2025Q3: 1,029 shares; 2025Q4: 757 shares 757$22K<0.01%-272Timeline
BOKFBOK FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,858 shares; 2025Q1: 2,207 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 185 shares 185$21.9K<0.01%-4Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 869 shares; 2025Q1: 883 shares; 2025Q2: 890 shares; 2025Q3: 901 shares; 2025Q4: 912 shares 912$21.9K<0.01%+11Timeline
CFFIC & F FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares 300$21.8K<0.01%0Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 253 shares; 2025Q1: 260 shares; 2025Q2: 281 shares; 2025Q3: 40 shares; 2025Q4: 70 shares 70$21.8K<0.01%+30Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,036 shares; 2025Q1: 810 shares; 2025Q2: 828 shares; 2025Q3: 1,005 shares; 2025Q4: 1,009 shares 1,009$21.8K<0.01%+4Timeline
ITDCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares 638$21.7K<0.01%newTimeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 1,580 shares; 2025Q1: 1,628 shares; 2025Q2: 2,109 shares; 2025Q3: 1,362 shares; 2025Q4: 616 shares 616$21.7K<0.01%-746Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 199 shares; 2025Q1: 90 shares; 2025Q2: 73 shares; 2025Q3: 417 shares; 2025Q4: 66 shares 66$21.6K<0.01%-351Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 454 shares; 2025Q1: 479 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 1,512 shares 1,512$21.5K<0.01%+1,162Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,452 shares; 2024Q4: 11,589 shares; 2025Q1: 6,903 shares; 2025Q2: 215 shares; 2025Q3: 462 shares; 2025Q4: 962 shares 962$21.5K<0.01%+500Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 398 shares; 2025Q1: 350 shares; 2025Q2: 348 shares; 2025Q3: 552 shares; 2025Q4: 83 shares 83$21.4K<0.01%-469Timeline
UHALU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425$21.4K<0.01%0Timeline
VERUVERU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,005 shares 10,005$21.4K<0.01%+5Timeline
ITDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650$21.4K<0.01%newTimeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,332 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares 2,332$21.4K<0.01%0Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 701 shares; 2025Q1: 779 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 312 shares 312$21.3K<0.01%+50Timeline
HAWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 800 shares; 2025Q4: 540 shares 540$21.3K<0.01%-260Timeline
TOPTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 681 shares 681$21.3K<0.01%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 82 shares; 2025Q1: 659 shares; 2025Q2: 81 shares; 2025Q3: 495 shares; 2025Q4: 242 shares 242$21.1K<0.01%-253Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 198 shares; 2025Q1: 124 shares; 2025Q2: 356 shares; 2025Q3: 676 shares; 2025Q4: 676 shares 676$21K<0.01%0Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 67 shares; 2025Q1: 145 shares; 2025Q2: 135 shares; 2025Q3: 140 shares; 2025Q4: 146 shares 146$21K<0.01%+6Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 938 shares; 2025Q1: 56 shares; 2025Q2: 45 shares; 2025Q3: 1,095 shares; 2025Q4: 1,588 shares 1,588$21K<0.01%+493Timeline
JRINUVEEN REAL ASSET INCOME & GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares 1,529$20.8K<0.01%newTimeline
DEIDOUGLAS EMMETT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890$20.8K<0.01%0Timeline
APOLLO GLOBAL MGMT INCAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 297 shares; 2025Q4: 274 shares 274$20.7K<0.01%-23
CHCOCITY HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 201 shares; 2025Q3: 173 shares; 2025Q4: 173 shares 173$20.6K<0.01%0Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 68 shares; 2025Q1: 110 shares; 2025Q2: 52 shares; 2025Q3: 64 shares; 2025Q4: 270 shares 270$20.6K<0.01%+206Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 291 shares; 2025Q1: 1,281 shares; 2025Q2: 1,372 shares; 2025Q3: 608 shares; 2025Q4: 885 shares 885$20.6K<0.01%+277Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 283 shares; 2025Q1: 801 shares; 2025Q2: 207 shares; 2025Q3: 229 shares; 2025Q4: 316 shares 316$20.5K<0.01%+87Timeline
NRDSNERDWALLET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,511 shares 1,511$20.5K<0.01%+361Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 487 shares; 2025Q1: 401 shares; 2025Q2: 673 shares; 2025Q3: 1,385 shares; 2025Q4: 624 shares 624$20.5K<0.01%-761Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares 255$20.5K<0.01%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 217 shares; 2025Q1: 277 shares; 2025Q2: 209 shares; 2025Q3: 197 shares; 2025Q4: 186 shares 186$20.3K<0.01%-11Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 17 shares; 2025Q4: 558 shares 558$20.2K<0.01%+541Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 114 shares; 2025Q1: 18 shares; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 50 shares 50$20.2K<0.01%-12Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 44 shares 44$20K<0.01%+35Timeline
FLG-PUFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$20K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,359 shares; 2025Q1: 1,426 shares; 2025Q2: 7,909 shares; 2025Q3: 506 shares; 2025Q4: 698 shares 698$20K<0.01%+192Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 62 shares; 2025Q4: 69 shares 69$19.8K<0.01%+7Timeline
DAKTDAKTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 1,001 shares 1,001$19.8K<0.01%-2,045Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 42 shares; 2025Q1: 386 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 108 shares 108$19.7K<0.01%+8Timeline
DPSTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares 195$19.7K<0.01%newTimeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,290 shares; 2025Q1: 538 shares; 2025Q2: 778 shares; 2025Q3: 744 shares; 2025Q4: 801 shares 801$19.7K<0.01%+57Timeline
QFLRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 574 shares 574$19.7K<0.01%-596Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 871 shares; 2025Q3: 587 shares; 2025Q4: 536 shares 536$19.7K<0.01%-51Timeline
FCPIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,921 shares; 2025Q4: 397 shares 397$19.6K<0.01%-1,524Timeline
TPVGTRIPLEPOINT VENTURE GROWTH BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$19.6K<0.01%newTimeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 382 shares 382$19.4K<0.01%-55Timeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 162 shares; 2025Q4: 506 shares 506$19.3K<0.01%+344Timeline
CGBDCARLYLE SECURED LENDING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,630 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530$19.1K<0.01%0Timeline
SLRCSLR INVESTMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: not reported; 2025Q4: 1,236 shares 1,236$19.1K<0.01%newTimeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares 243$19.1K<0.01%0Timeline
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares 1,900$19.1K<0.01%new
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 2,205 shares; 2025Q1: 2,243 shares; 2025Q2: 1,965 shares; 2025Q3: 2,145 shares; 2025Q4: 2,099 shares 2,099$18.8K<0.01%-46Timeline
AGNCAGNC INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 4,145 shares; 2025Q1: 7,257 shares; 2025Q2: 2,065 shares; 2025Q3: 2,790 shares; 2025Q4: 1,758 shares 1,758$18.8K<0.01%-1,032Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 718 shares 718$18.8K<0.01%-57Timeline
MMUWESTERN ASSET MANAGED MUNS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800$18.8K<0.01%newTimeline
TIPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358$18.7K<0.01%newTimeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,601 shares; 2025Q3: not reported; 2025Q4: 236 shares 236$18.7K<0.01%newTimeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 9 shares 9$18.7K<0.01%-2Timeline
CRFCORNERSTONE TOTAL RETURN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 3,729 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318$18.6K<0.01%0Timeline
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000$18.5K<0.01%0
NPCENEUROPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,250 shares; 2025Q4: 1,200 shares 1,200$18.5K<0.01%-50Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 44 shares; 2025Q4: 521 shares 521$18.5K<0.01%+477Timeline
HYBLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares; 2025Q4: 651 shares 651$18.5K<0.01%-3,511Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 275 shares; 2025Q1: 190 shares; 2025Q2: 178 shares; 2025Q3: 161 shares; 2025Q4: 61 shares 61$18.5K<0.01%-100Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,194 shares 1,194$18.5K<0.01%-10Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 425 shares; 2025Q1: 1,454 shares; 2025Q2: 430 shares; 2025Q3: 309 shares; 2025Q4: 251 shares 251$18.5K<0.01%-58Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152$18.4K<0.01%0Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 126 shares; 2025Q2: 196 shares; 2025Q3: 224 shares; 2025Q4: 248 shares 248$18.4K<0.01%+24Timeline
EYPTEYEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$18.3K<0.01%0Timeline
CIGCIA ENERGETICA DE MINAS GERAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,844 shares; 2025Q1: 7,844 shares; 2025Q2: 9,132 shares; 2025Q3: 9,132 shares; 2025Q4: 9,132 shares 9,132$18.3K<0.01%0Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 642 shares; 2025Q1: 1,036 shares; 2025Q2: 287 shares; 2025Q3: 508 shares; 2025Q4: 547 shares 547$18.2K<0.01%+39Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 180 shares 180$18.1K<0.01%+174Timeline
ETHEGRAYSCALE ETHEREUM STAKING EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 37 shares; 2025Q2: 107 shares; 2025Q3: 459 shares; 2025Q4: 740 shares 740$18K<0.01%+281Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 426 shares 426$17.9K<0.01%+3Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,076 shares 2,076$17.8K<0.01%+1,076Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 216 shares; 2025Q1: 219 shares; 2025Q2: 209 shares; 2025Q3: 246 shares; 2025Q4: 186 shares 186$17.7K<0.01%-60Timeline
RCSPIMCO STRATEGIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 3,179 shares 3,179$17.7K<0.01%+522Timeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 1,055 shares 1,055$17.7K<0.01%+1,020Timeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: 824 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 1,111 shares 1,111$17.7K<0.01%+1,109Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 4,431 shares; 2025Q1: 4,381 shares; 2025Q2: 5,211 shares; 2025Q3: 1,177 shares; 2025Q4: 604 shares 604$17.6K<0.01%-573Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$17.6K<0.01%0Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 47 shares; 2025Q1: 31 shares; 2025Q2: 29 shares; 2025Q3: 24 shares; 2025Q4: 58 shares 58$17.6K<0.01%+34Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 102 shares; 2025Q1: 903 shares; 2025Q2: 547 shares; 2025Q3: 765 shares; 2025Q4: 1,370 shares 1,370$17.6K<0.01%+605Timeline
THNQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares 276$17.5K<0.01%0Timeline
ACPABRDN INCOME CREDIT STRATEGIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 3,230 shares 3,230$17.5K<0.01%+2,596Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,584 shares 1,584$17.4K<0.01%+84Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 269 shares; 2025Q1: 293 shares; 2025Q2: 176 shares; 2025Q3: 123 shares; 2025Q4: 99 shares 99$17.4K<0.01%-24Timeline
BFHBREAD FINANCIAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 493 shares; 2025Q1: 250 shares; 2025Q2: 233 shares; 2025Q3: 562 shares; 2025Q4: 233 shares 233$17.3K<0.01%-329Timeline
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000$17.3K<0.01%0
PYPDPOLYPID LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,968 shares 3,968$17.2K<0.01%0Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 693 shares 693$17.2K<0.01%0Timeline
MTUSMETALLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares 1,000$17.2K<0.01%-1,000Timeline
NPVNUVEEN VA QUALITY MUN INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 1,548 shares 1,548$17.1K<0.01%-5,802Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,656 shares; 2025Q1: 4,418 shares; 2025Q2: 3,609 shares; 2025Q3: 5,077 shares; 2025Q4: 3,610 shares 3,610$17K<0.01%-1,467Timeline
RSPMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$17K<0.01%0Timeline
OGCPEMPIRE ST RLTY OP L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares 2,685$17K<0.01%0Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 539 shares 539$17K<0.01%newTimeline
PACGRUPO AEROPORTUNARIO DEL PACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 64 shares 64$16.9K<0.01%+13Timeline
VPVINVESCO PA VALUE MUN INC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 1,612 shares 1,612$16.9K<0.01%+1,080Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388 shares 388$16.9K<0.01%newTimeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,505 shares; 2025Q4: 8,500 shares 8,500$16.8K<0.01%-5Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 224 shares; 2025Q1: 226 shares; 2025Q2: 228 shares; 2025Q3: 230 shares; 2025Q4: 232 shares 232$16.8K<0.01%+2Timeline
LDILOANDEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,100 shares 8,100$16.8K<0.01%newTimeline
XNQPXNUVEEN PA INVT QUALITY MUN FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 539 shares; 2025Q1: 546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,409 shares 1,409$16.8K<0.01%newTimeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,568 shares; 2024Q4: 12,018 shares; 2025Q1: 208 shares; 2025Q2: 659 shares; 2025Q3: 682 shares; 2025Q4: 980 shares 980$16.6K<0.01%+298Timeline
PREFPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares 870$16.6K<0.01%newTimeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,766 shares; 2025Q1: 3,766 shares; 2025Q2: 5,866 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares 5,057$16.5K<0.01%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 104 shares; 2025Q1: 170 shares; 2025Q2: 248 shares; 2025Q3: 147 shares; 2025Q4: 159 shares 159$16.5K<0.01%+12Timeline
AGEMABRDN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares 429$16.5K<0.01%0Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 575 shares; 2025Q1: 1,197 shares; 2025Q2: 563 shares; 2025Q3: 523 shares; 2025Q4: 583 shares 583$16.5K<0.01%+60Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 2,036 shares; 2025Q4: 2,083 shares 2,083$16.4K<0.01%+47Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares 918$16.4K<0.01%newTimeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 410 shares; 2025Q1: 1,040 shares; 2025Q2: 237 shares; 2025Q3: 969 shares; 2025Q4: 813 shares 813$16.3K<0.01%-156Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 32 shares; 2025Q1: 21 shares; 2025Q2: 37 shares; 2025Q3: 89 shares; 2025Q4: 75 shares 75$16.3K<0.01%-14Timeline
BIBPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 204 shares 204$16.3K<0.01%0Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 3,898 shares; 2025Q1: 2,846 shares; 2025Q2: 1,759 shares; 2025Q3: 328 shares; 2025Q4: 288 shares 288$16.2K<0.01%-40Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 121 shares; 2025Q3: 255 shares; 2025Q4: 487 shares 487$16.2K<0.01%+232Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 141 shares; 2025Q1: 27 shares; 2025Q2: 97 shares; 2025Q3: 93 shares; 2025Q4: 120 shares 120$16.1K<0.01%+27Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 681 shares; 2025Q1: 155 shares; 2025Q2: 169 shares; 2025Q3: 263 shares; 2025Q4: 231 shares 231$16K<0.01%-32Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 437 shares; 2025Q2: 898 shares; 2025Q3: 793 shares; 2025Q4: 791 shares 791$16K<0.01%-2Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 337 shares 337$16K<0.01%+87Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,579 shares; 2024Q4: 14,117 shares; 2025Q1: 14,117 shares; 2025Q2: 9,755 shares; 2025Q3: 5,647 shares; 2025Q4: 1,908 shares 1,908$16K<0.01%-3,739Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 710 shares 710$15.9K<0.01%+493Timeline
EVFEATON VANCE SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,917 shares; 2025Q1: 2,917 shares; 2025Q2: 2,934 shares; 2025Q3: 2,983 shares; 2025Q4: 3,017 shares 3,017$15.9K<0.01%+34Timeline
NMTNUVEEN MASS QUALITY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,002 shares; 2025Q1: 1,578 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402$15.9K<0.01%0Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 549 shares; 2025Q1: 945 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 300 shares 300$15.8K<0.01%-63Timeline
SBCFSEACOAST BKG CORP FLAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$15.7K<0.01%0Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 152 shares; 2025Q4: 136 shares 136$15.7K<0.01%-16Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,965 shares; 2024Q4: 98,871 shares; 2025Q1: 109,828 shares; 2025Q2: 101,673 shares; 2025Q3: 25,452 shares; 2025Q4: 1,495 shares 1,495$15.7K<0.01%-23,957Timeline
TREELENDINGTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295$15.7K<0.01%newTimeline
TWITITAN INTL INC ILLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,005 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$15.7K<0.01%0Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 574 shares; 2025Q1: 639 shares; 2025Q2: 545 shares; 2025Q3: 438 shares; 2025Q4: 445 shares 445$15.6K<0.01%+7Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 40 shares 40$15.6K<0.01%+3Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523 shares; 2025Q2: 703 shares; 2025Q3: 523 shares; 2025Q4: 523 shares 523$15.5K<0.01%0Timeline
FTPAPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,801 shares 1,801$15.5K<0.01%newTimeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 1,984 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 236 shares; 2025Q4: 234 shares 234$15.5K<0.01%-2Timeline
VOTETCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 2 shares; 2025Q1: 119 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192$15.4K<0.01%0Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 368 shares 368$15.3K<0.01%+21Timeline
DMBBNY MELLON MUN BD INFRASTRUCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 5,811 shares; 2025Q1: 5,811 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,396 shares 1,396$15.3K<0.01%-101Timeline
TCMDTACTILE SYS TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares 528$15.3K<0.01%newTimeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 97 shares 97$15.3K<0.01%+94Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 594 shares; 2025Q3: 548 shares; 2025Q4: 510 shares 510$15.2K<0.01%-38Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 95 shares 95$15.2K<0.01%+33Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 3,400 shares; 2025Q3: 1,190 shares; 2025Q4: 1,400 shares 1,400$15.1K<0.01%+210Timeline
FTHYFIRST TR HIGH YIELD OPPRT 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 1,073 shares; 2025Q2: 6,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073$15.1K<0.01%0Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares 895$15.1K<0.01%0Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 311 shares; 2025Q1: 35 shares; 2025Q2: 30 shares; 2025Q3: 317 shares; 2025Q4: 686 shares 686$15.1K<0.01%+369Timeline
APLSAPELLIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 606 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 600 shares 600$15.1K<0.01%-1Timeline
ARLPALLIANCE RESOURCE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 1,523 shares; 2025Q4: 648 shares 648$15.1K<0.01%-875Timeline
NUGTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 153 shares; 2025Q1: 243 shares; 2025Q2: 148 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81$14.9K<0.01%0Timeline
DLHCDLH HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620$14.8K<0.01%0Timeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares 178$14.8K<0.01%newTimeline
PFBCPREFERRED BK LOS ANGELES CAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 128 shares; 2025Q4: 156 shares 156$14.7K<0.01%+28Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: 628 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 428 shares 428$14.7K<0.01%+3Timeline
AMOMEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$14.6K<0.01%0Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 1,796 shares; 2025Q1: 60 shares; 2025Q2: 1,160 shares; 2025Q3: 60 shares; 2025Q4: 1,991 shares 1,991$14.6K<0.01%+1,931Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 121 shares; 2025Q2: 89 shares; 2025Q3: 133 shares; 2025Q4: 248 shares 248$14.6K<0.01%+115Timeline
SRTASTRATA CRITICAL MEDICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$14.4K<0.01%0Timeline
HTFLHEARTFLOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares 490$14.3K<0.01%newTimeline
FIXTTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372$14.2K<0.01%0Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 235 shares; 2025Q1: 348 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 440 shares 440$14.2K<0.01%newTimeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 948 shares; 2025Q1: 200 shares; 2025Q2: 192 shares; 2025Q3: 193 shares; 2025Q4: 214 shares 214$14.1K<0.01%+21Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 169 shares; 2025Q4: 500 shares 500$14K<0.01%+331Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 347 shares; 2025Q3: 370 shares; 2025Q4: 332 shares 332$13.8K<0.01%-38Timeline
FLIAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 682 shares 682$13.8K<0.01%+257Timeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360$13.7K<0.01%0Timeline
PKXPOSCO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 258 shares 258$13.7K<0.01%+64Timeline
RIGSALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 920 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares 595$13.7K<0.01%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 2,889 shares; 2025Q1: 2,674 shares; 2025Q2: 2,529 shares; 2025Q3: 2,223 shares; 2025Q4: 1,911 shares 1,911$13.7K<0.01%-312Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,583 shares; 2025Q1: 4,784 shares; 2025Q2: 4,000 shares; 2025Q3: 3,105 shares; 2025Q4: 1,161 shares 1,161$13.7K<0.01%-1,944Timeline
JBLUJETBLUE AIRWAYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 9,251 shares; 2025Q1: 16,462 shares; 2025Q2: 13,768 shares; 2025Q3: 9,725 shares; 2025Q4: 3,000 shares 3,000$13.7K<0.01%-6,725Timeline
WFWOORI FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 232 shares 232$13.6K<0.01%+60Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$13.6K<0.01%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 4,375 shares; 2025Q1: 1,671 shares; 2025Q2: 2,317 shares; 2025Q3: 852 shares; 2025Q4: 874 shares 874$13.6K<0.01%+22Timeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520$13.6K<0.01%newTimeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 3,184 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 466 shares 466$13.6K<0.01%-2,518Timeline
ASSERTIO HOLDINGS INCASSERTIO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000$13.6K<0.01%new
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 406 shares; 2025Q2: 244 shares; 2025Q3: 196 shares; 2025Q4: 184 shares 184$13.5K<0.01%-12Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 600 shares; 2025Q1: 1,017 shares; 2025Q2: 631 shares; 2025Q3: 701 shares; 2025Q4: 723 shares 723$13.5K<0.01%+22Timeline
PTACOHEN & STEERS TAX ADVAN PFDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,604 shares; 2025Q1: 1,602 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$13.5K<0.01%0Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,180 shares; 2025Q1: 172 shares; 2025Q2: 77 shares; 2025Q3: 241 shares; 2025Q4: 289 shares 289$13.4K<0.01%+48Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,011 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 387 shares 387$13.4K<0.01%-1,513Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 103 shares; 2025Q3: 111 shares; 2025Q4: 114 shares 114$13.1K<0.01%+3Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,340 shares; 2025Q1: 1,353 shares; 2025Q2: 26,632 shares; 2025Q3: 3,306 shares; 2025Q4: 1,112 shares 1,112$13K<0.01%-2,194Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 419 shares; 2025Q1: 737 shares; 2025Q2: 360 shares; 2025Q3: 422 shares; 2025Q4: 414 shares 414$12.9K<0.01%-8Timeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 1,378 shares; 2025Q4: 1,414 shares 1,414$12.9K<0.01%+36Timeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares 728$12.9K<0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 9 shares; 2025Q4: 38 shares 38$12.8K<0.01%+29Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares 299$12.8K<0.01%newTimeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 960 shares; 2025Q3: 2,325 shares; 2025Q4: 1,040 shares 1,040$12.8K<0.01%-1,285Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 265 shares; 2025Q1: 215 shares; 2025Q2: 249 shares; 2025Q3: 312 shares; 2025Q4: 215 shares 215$12.8K<0.01%-97Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 403 shares; 2025Q1: 191 shares; 2025Q2: 59 shares; 2025Q3: 80 shares; 2025Q4: 199 shares 199$12.8K<0.01%+119Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 589 shares; 2025Q1: 688 shares; 2025Q2: 899 shares; 2025Q3: 360 shares; 2025Q4: 217 shares 217$12.8K<0.01%-143Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 376 shares; 2025Q3: 354 shares; 2025Q4: 495 shares 495$12.8K<0.01%+141Timeline
SVCSERVICE PPTYS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 5,953 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares; 2025Q3: 6,913 shares; 2025Q4: 6,913 shares 6,913$12.7K<0.01%0Timeline
MVISMICROVISION INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,546 shares; 2024Q4: 15,577 shares; 2025Q1: 19,562 shares; 2025Q2: 15,526 shares; 2025Q3: 15,526 shares; 2025Q4: 15,306 shares 15,306$12.7K<0.01%-220Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 442 shares; 2025Q3: 148 shares; 2025Q4: 171 shares 171$12.6K<0.01%+23Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,750 shares; 2025Q1: 375 shares; 2025Q2: 11 shares; 2025Q3: 215 shares; 2025Q4: 1,076 shares 1,076$12.6K<0.01%+861Timeline
FORD MOTOR COMPANYFORD MOTOR COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 21,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000$12.5K<0.01%0
GCCWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares 588$12.4K<0.01%0Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 28 shares; 2025Q1: 108 shares; 2025Q2: 193 shares; 2025Q3: 275 shares; 2025Q4: 191 shares 191$12.4K<0.01%-84Timeline
LNKBLINKBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$12.4K<0.01%0Timeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 600 shares; 2025Q1: 593 shares; 2025Q2: 3,100 shares; 2025Q3: 1,030 shares; 2025Q4: 1,017 shares 1,017$12.4K<0.01%-13Timeline
BITWBITWISE 10 CRYPTO INDEX ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares 210$12.3K<0.01%newTimeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 1,727 shares 1,727$12.3K<0.01%+1,697Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 241 shares 241$12.3K<0.01%0Timeline
PIPRPIPER SANDLER COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 36 shares 36$12.2K<0.01%+33Timeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 179 shares; 2025Q1: 3 shares; 2025Q2: 946 shares; 2025Q3: 487 shares; 2025Q4: 417 shares 417$12.2K<0.01%-70Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 117 shares; 2025Q1: 278 shares; 2025Q2: 800 shares; 2025Q3: 868 shares; 2025Q4: 706 shares 706$12.2K<0.01%-162Timeline
CHPTCHARGEPOINT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,833 shares 1,833$12.2K<0.01%-10Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 489 shares 489$12.1K<0.01%newTimeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,912 shares; 2024Q4: 93,568 shares; 2025Q1: 7,816 shares; 2025Q2: 1,038 shares; 2025Q3: 2,395 shares; 2025Q4: 955 shares 955$12K<0.01%-1,440Timeline
ALGTALLEGIANT TRAVEL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141$12K<0.01%0Timeline
BWINTHE BALDWIN INSURANCE GRP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$12K<0.01%0Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 19 shares; 2025Q3: 620 shares; 2025Q4: 126 shares 126$12K<0.01%-494Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 3,002 shares; 2025Q1: 1,197 shares; 2025Q2: 360 shares; 2025Q3: 371 shares; 2025Q4: 400 shares 400$12K<0.01%+29Timeline
FELEFRANKLIN ELEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$11.9K<0.01%0Timeline
CHCTCOMMUNITY HEALTHCARE TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 727 shares 727$11.9K<0.01%+27Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 531 shares; 2025Q1: 57 shares; 2025Q2: 14 shares; 2025Q3: 96 shares; 2025Q4: 117 shares 117$11.9K<0.01%+21Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 7,803 shares; 2025Q1: 7,803 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,100 shares 1,100$11.8K<0.01%-453Timeline
CLOIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224$11.8K<0.01%newTimeline
AIEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 262 shares 262$11.8K<0.01%0Timeline
RZLTREZOLUTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000$11.8K<0.01%newTimeline
FCTFIRST TR SR FLTG RATE INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,170 shares 1,170$11.8K<0.01%newTimeline
ISRAVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 444 shares; 2025Q4: 200 shares 200$11.8K<0.01%-244Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,230 shares; 2025Q1: 1,236 shares; 2025Q2: 7,443 shares; 2025Q3: 1,254 shares; 2025Q4: 2,730 shares 2,730$11.7K<0.01%+1,476Timeline
PDXPIMCO DYNAMIC INCOME STRATEGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 3,185 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625$11.7K<0.01%0Timeline
NMAXNEWSMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,457 shares; 2025Q4: 1,517 shares 1,517$11.7K<0.01%+60Timeline
CGCCANOPY GROWTH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,172 shares; 2025Q3: 10,280 shares; 2025Q4: 10,226 shares 10,226$11.7K<0.01%-54Timeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,801 shares; 2025Q1: 268 shares; 2025Q2: 328 shares; 2025Q3: 350 shares; 2025Q4: 382 shares 382$11.6K<0.01%+32Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 2,133 shares; 2025Q1: 1,687 shares; 2025Q2: 607 shares; 2025Q3: 4,671 shares; 2025Q4: 627 shares 627$11.6K<0.01%-4,044Timeline
UDOWPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 200 shares 200$11.6K<0.01%+83Timeline
FEMYFEMASYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000$11.5K<0.01%0Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 697 shares 697$11.5K<0.01%+622Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 116 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724$11.4K<0.01%0Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,133 shares; 2024Q4: 17,151 shares; 2025Q1: 3,953 shares; 2025Q2: 2,385 shares; 2025Q3: 2,894 shares; 2025Q4: 1,225 shares 1,225$11.4K<0.01%-1,669Timeline
TGBTASEKO MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,008 shares 2,008$11.4K<0.01%+8Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 5,800 shares; 2025Q1: 5,804 shares; 2025Q2: 5,824 shares; 2025Q3: 400 shares; 2025Q4: 431 shares 431$11.3K<0.01%+31Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345$11.3K<0.01%0Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 147 shares; 2025Q4: 175 shares 175$11.3K<0.01%+28Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 48 shares; 2025Q4: 174 shares 174$11.2K<0.01%+126Timeline
QIAGEN N.V.QIAGEN N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 131 shares; 2025Q3: 115 shares; 2025Q4: 249 shares 249$11.2K<0.01%+134
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 76 shares; 2025Q3: 96 shares; 2025Q4: 76 shares 76$11.2K<0.01%-20Timeline
PTHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 224 shares 224$11.1K<0.01%-136Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 426 shares; 2025Q1: 290 shares; 2025Q2: 353 shares; 2025Q3: 337 shares; 2025Q4: 290 shares 290$11.1K<0.01%-47Timeline
PJFGPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$11.1K<0.01%newTimeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,647 shares; 2025Q2: 8,955 shares; 2025Q3: 831 shares; 2025Q4: 315 shares 315$11.1K<0.01%-516Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,839 shares; 2025Q1: 984 shares; 2025Q2: 184 shares; 2025Q3: 571 shares; 2025Q4: 170 shares 170$11K<0.01%-401Timeline
PPL CAP FDG INCPPL CAP FDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$11K<0.01%0
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,251 shares; 2025Q1: 1,230 shares; 2025Q2: 209 shares; 2025Q3: 217 shares; 2025Q4: 170 shares 170$10.9K<0.01%-47Timeline
COTYCOTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 132 shares; 2025Q1: 307 shares; 2025Q2: 717 shares; 2025Q3: 1,036 shares; 2025Q4: 3,531 shares 3,531$10.9K<0.01%+2,495Timeline
EDDMORGAN STANLEY EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$10.9K<0.01%0Timeline
ASGLIBERTY ALL-STAR GROWTH FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 8 shares; 2025Q4: 2,043 shares 2,043$10.8K<0.01%+2,035Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200$10.7K<0.01%newTimeline
DTECALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 265 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 241 shares; 2025Q4: 220 shares 220$10.7K<0.01%-21Timeline
AVNSAVANOS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 1,041 shares; 2025Q3: 933 shares; 2025Q4: 947 shares 947$10.6K<0.01%+14Timeline
LUMENTUM HLDGS INCLUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$10.6K<0.01%0
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 191 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 71 shares 71$10.6K<0.01%+29Timeline
MITKMITEK SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$10.6K<0.01%0Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,459 shares; 2025Q1: 1,492 shares; 2025Q2: 1,525 shares; 2025Q3: 1,558 shares; 2025Q4: 1,061 shares 1,061$10.5K<0.01%-497Timeline
CHRSCOHERUS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 9,850 shares; 2025Q2: 7,385 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares 7,350$10.4K<0.01%0Timeline
VTCVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares; 2025Q4: 133 shares 133$10.3K<0.01%-3,000Timeline
EZAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150$10.3K<0.01%newTimeline
BGBBLACKSTONE STRATEGIC CRED 20Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares 875$10.3K<0.01%newTimeline
AVXLANAVEX LIFE SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,569 shares; 2025Q1: 14,871 shares; 2025Q2: 13,047 shares; 2025Q3: 4,131 shares; 2025Q4: 2,892 shares 2,892$10.3K<0.01%-1,239Timeline
FFBC1ST FINL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 569 shares; 2025Q1: 505 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410$10.3K<0.01%0Timeline
MFICMIDCAP FINANCIAL INVSTMNT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 719 shares; 2025Q1: 758 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 896 shares 896$10.2K<0.01%+333Timeline
QPXADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: 230 shares 230$10.2K<0.01%-2Timeline
VNRXVOLITIONRX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,570 shares; 2025Q3: 68,570 shares; 2025Q4: 39,999 shares 39,999$10.2K<0.01%-28,571Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 340 shares; 2025Q3: 349 shares; 2025Q4: 344 shares 344$10.2K<0.01%-5Timeline
MOVECORVEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227 shares 1,227$10.2K<0.01%newTimeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares 734$10.2K<0.01%newTimeline
BKCHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares 159$10.2K<0.01%newTimeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 120 shares 120$10.1K<0.01%-38Timeline
GDLCGRAYSCALE COINDESK CRYPTOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares 245$10.1K<0.01%newTimeline
LXPLXP INDUSTRIAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204$10.1K<0.01%newTimeline
TMFGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 381 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335$10.1K<0.01%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,249 shares; 2025Q3: 1,630 shares; 2025Q4: 2,630 shares 2,630$10.1K<0.01%+1,000Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 806 shares; 2025Q1: 11 shares; 2025Q2: 23 shares; 2025Q3: 554 shares; 2025Q4: 615 shares 615$10K<0.01%+61Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 167 shares; 2025Q3: 177 shares; 2025Q4: 86 shares 86$10K<0.01%-91Timeline
BWZSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 365 shares 365$10K<0.01%+2Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 3 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87$10K<0.01%0Timeline
XITKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares 56$9.99K<0.01%0Timeline
OIL STS INTL INCOIL STS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000$9.98K<0.01%new
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares 1,049$9.98K<0.01%newTimeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares 201$9.94K<0.01%newTimeline
GROYGOLD ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 2,450 shares 2,450$9.9K<0.01%-1,650Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares 372$9.87K<0.01%newTimeline

Sold out in Q4 2025

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

The largest 100 of 321. All 321

SecurityShares beforeValue beforeType
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM681,899$17.2Mshares
ISHARES TRISHARES TR704,703$16.5Mshares
ISHARESISHARES249,072$6.67Mshares
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB213,915$4.43Mshares
UNILEVER PLCUNILEVER PLC73,389$4.35Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR53,203$3.18Mshares
INVESCOINVESCO113,326$2.78Mshares
ISHARES TRISHARES TR113,510$2.64Mshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS36,305$1.01Mshares
KKELLANOVA12,311$1.01Mshares
TILRAY INCTILRAY INC561,135$971Kshares
GIGBGOLDMAN SACHS ETF TR4,877$228Kshares
FTCBFIRST TR EXCHANGE-TRADED FD9,690$206Kshares
SITMSITIME CORP650$196Kshares
SECTNORTHERN LTS FD TR IV2,891$182Kshares
GXCSPDR INDEX SHS FDS1,422$149Kshares
ALEALLETE INC2,233$148Kshares
IIPRINNOVATIVE INDL PPTYS INC2,106$113Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD4,456$103Kshares
LTLPROSHARES TR850$99.3Kshares
HANESBRANDS INCHANESBRANDS INC14,189$93.5Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC2,376$91.7Kshares
LOPEGRAND CANYON ED INC412$90.4Kshares
UCCPROSHARES TR1,611$86.6Kshares
ATFVTHE ALGER ETF TRUST2,341$83.2Kshares
UYGPROSHARES TR822$81.6Kshares
VBILVANGUARD INSTL INDEX FD1,035$78.3Kshares
XVVISHARES TR1,415$72.9Kshares
NXRTNEXPOINT RESIDENTIAL TR INC2,207$71.1Kshares
BHVNBIOHAVEN LTD3,735$56.1Kshares
VFMFVANGUARD WELLINGTON FD386$55.7Kshares
AVKADVENT CONV & INCOME FD4,167$53.3Kshares
CLSTCATALYST BANCORP INC4,000$52.6Kshares
VSLUETF OPPORTUNITIES TRUST1,205$51.4Kshares
AUPHAURINIA PHARMACEUTICALS INC4,314$47.7Kshares
GDOWSTRN AST GLBL CORP OPP FD I3,762$44.7Kshares
AIRAAR CORP486$43.6Kshares
GBDCGOLUB CAP BDC INC3,160$43.3Kshares
BKKTBAKKT INC1,205$40.5Kshares
QUSSPDR SERIES TRUST232$39.7Kshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC2,487$39.6Kshares
EMBDGLOBAL X FDS1,651$39.3Kshares
HTDHANCOCK JOHN TAX-ADVANTAGED1,517$37.6Kshares
GURUGLOBAL X FDS621$37Kshares
PDECINNOVATOR ETFS TRUST880$37Kshares
EXELEXELIXIS INC829$34.2Kshares
FBIZFIRST BUSINESS FINL SVCS INC652$33.4Kshares
MVSTMICROVAST HOLDINGS INC8,425$32.4Kshares
IDGTISHARES TR368$31.9Kshares
CRVLCORVEL CORP399$30.9Kshares
SPXTPROSHARES TR301$30.3Kshares
TTEQT ROWE PRICE EXCHANGE-TRADED915$29.5Kshares
FFLCFIDELITY COVINGTON TRUST555$28.9Kshares
PSEPINNOVATOR ETFS TRUST670$28.8Kshares
POCTINNOVATOR ETFS TRUST666$28.7Kshares
HYIWESTERN ASSET HIGH YIELD OPP2,403$28.1Kshares
LLYVKLIBERTY MEDIA CORP DEL247$24Kshares
DUSADAVIS FUNDAMENTAL ETF TR500$23.9Kshares
IPORENAISSANCE CAP GREENWICH FD475$23.5Kshares
INSPINSPIRE MED SYS INC299$22.2Kshares
BUFDFIRST TR EXCHNG TRADED FD VI798$22.1Kshares
APAMARTISAN PARTNERS ASSET MGMT482$20.9Kshares
BANFBANCFIRST CORP158$20Kshares
EMNTPIMCO ETF TR200$19.8Kshares
SOUTHERN COSOUTHERN CO17,000$19.1Kshares
CRBGCOREBRIDGE FINL INC503$16.1Kshares
YORWYORK WTR CO529$16.1Kshares
SNEXSTONEX GROUP INC145$14.6Kshares
LARKLANDMARK BANCORP INC530$14.1Kshares
DEEFDBX ETF TR409$14.1Kshares
BCOBRINKS CO116$13.6Kshares
BRBSBLUE RIDGE BANKSHARES INC VA3,108$13.1Kshares
PJANINNOVATOR ETFS TRUST286$13.1Kshares
MDIVFIRST TR EXCHANGE TRADED FD807$12.9Kshares
ESEAEUROSEAS LTD200$11.9Kshares
YEXTYEXT INC1,313$11.2Kshares
ILTBISHARES TR210$10.6Kshares
FBKFB FINL CORP185$10.3Kshares
BTSGBRIGHTSPRING HEALTH SVCS INC348$10.3Kshares
COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGI1,049$10.3Kshares
GSBDGOLDMAN SACHS BDC INC1,000$10.2Kshares
VNOMVIPER ENERGY INC262$10Kshares
LFSTLIFESTANCE HEALTH GROUP INC1,797$9.88Kshares
PBFSPIONEER BANCORP INC MD750$9.79Kshares
LOCOEL POLLO LOCO HLDGS INC1,000$9.7Kshares
MR COOPER GROUP INCMR COOPER GROUP INC42$8.85Kshares
DSLDOUBLELINE INCOME SOLUTIONS700$8.6Kshares
ProShares UltraPro Short S&…ProShares UltraPro Short S&P 500622$8.41Kshares
FBCVFIDELITY COVINGTON TRUST236$8.04Kshares
DEUSDBX ETF TR130$7.55Kshares
MVBFMVB FINL CORP300$7.52Kshares
AFLGFIRST TR EXCHNG TRADED FD VI193$7.49Kshares
SUSCISHARES TR310$7.3Kshares
RIGLRIGEL PHARMACEUTICALS INC255$7.22Kshares
FHEQFIDELITY GREENWOOD STREET TR232$7.12Kshares
ILLUMINA INC COMILLUMINA INC COM12,285$7.05Kshares
QVOYULTIMUS MANAGERS TR242$6.92Kshares
GPGIGPGI INC331$6.89Kshares
PROVIDENT BANCORP INCPROVIDENT BANCORP INC540$6.77Kshares
BUYWNORTHERN LTS FD TR IV454$6.45Kshares

How Q4 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001141802-26-000004 superseded2026-02-05acceptance time not in the bulk data set
13F-HR/A 0001141802-26-000007 baserestatement2026-02-10acceptance time not in the bulk data set