Skip to content

ROTHSCHILD INVESTMENT LLC

Follow

13F filer, CIK 85338, CHICAGO, IL

ROTHSCHILD INVESTMENT LLC reported $1,817,903,500 across 3,428 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 23.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-012215

Period
2025-12-31
Reported value
$1.82B
Holdings
3,428
Top 10 weight
23.46%
New
405
Sold out
112

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+108,641$10.2M
PAVEadded+204,485$9.77M
TOSTadded+176,114$6.25M
STBFadded+143,656$3.64M
EXLSadded+63,685$2.7M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TLTreduced-65,605-$5.72M
APOreduced-37,119-$5.37M
FWRDreduced-200,010-$5M
CIENreduced-14,180-$3.32M
CATreduced-5,031-$2.88M

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 0001104659-26-012215, largest first. % of portfolio is the value over $1,817,289,190, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 334 shares; 2025Q3: 330 shares; 2025Q4: 335 shares 335$53.4K<0.01%+5Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 60 shares; 2025Q1: 55 shares; 2025Q2: 70 shares; 2025Q3: 546 shares; 2025Q4: 638 shares 638$53.4K<0.01%+92Timeline
PAASPAN AMERN SILVER 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: 925 shares; 2025Q4: 1,025 shares 1,025$53.1K<0.01%+100Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 962 shares; 2025Q1: 960 shares; 2025Q2: 175 shares; 2025Q3: 676 shares; 2025Q4: 2,034 shares 2,034$53K<0.01%+1,358Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,797 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares 2,546$52.6K<0.01%0Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest 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: 792 shares 792$51.9K<0.01%newTimeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167$51.8K<0.01%0Timeline
DDFLINNOVATOR 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: not reported; 2025Q4: 2,500 shares 2,500$51.4K<0.01%newTimeline
ANROALTO NEUROSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares 2,885$51.4K<0.01%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 900 shares 900$51.2K<0.01%-500Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 240 shares; 2025Q1: 252 shares; 2025Q2: 218 shares; 2025Q3: 224 shares; 2025Q4: 252 shares 252$51.2K<0.01%+28Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 247 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 328 shares; 2025Q4: 329 shares 329$51.1K<0.01%+1Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 2,585 shares; 2025Q1: 630 shares; 2025Q2: 720 shares; 2025Q3: 660 shares; 2025Q4: 667 shares 667$50.6K<0.01%+7Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 179 shares; 2025Q1: 205 shares; 2025Q2: 266 shares; 2025Q3: 306 shares; 2025Q4: 310 shares 310$50.6K<0.01%+4Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 230 shares; 2025Q1: 330 shares; 2025Q2: 390 shares; 2025Q3: 680 shares; 2025Q4: 581 shares 581$50.5K<0.01%-99Timeline
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: 4 shares; 2025Q2: 4 shares; 2025Q3: 40 shares; 2025Q4: 134 shares 134$50.2K<0.01%+94Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 215 shares; 2025Q1: 558 shares; 2025Q2: 538 shares; 2025Q3: 365 shares; 2025Q4: 510 shares 510$50.2K<0.01%+145Timeline
REYNREYNOLDS CONSUMER PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 1,304 shares; 2025Q4: 2,181 shares 2,181$50K<0.01%+877Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850$49.9K<0.01%0Timeline
ABCLABCELLERA BIOLOGICS 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: 15,815 shares; 2025Q4: 14,495 shares 14,495$49.6K<0.01%-1,320Timeline
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: not reported; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 325 shares; 2025Q4: 590 shares 590$49.4K<0.01%+265Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: 210 shares; 2025Q2: 213 shares; 2025Q3: 672 shares; 2025Q4: 365 shares 365$49.4K<0.01%-307Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 770 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 1,480 shares 1,480$49.3K<0.01%+715Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 170 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 177 shares; 2025Q4: 221 shares 221$49.2K<0.01%+44Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 313 shares; 2025Q1: 328 shares; 2025Q2: 357 shares; 2025Q3: 370 shares; 2025Q4: 361 shares 361$49.2K<0.01%-9Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares 907$49K<0.01%0Timeline
GFSGLOBALFOUNDRIES 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: 25 shares; 2025Q3: 3,352 shares; 2025Q4: 1,403 shares 1,403$49K<0.01%-1,949Timeline
EFOREVERFORTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 25 shares; 2025Q1: 15 shares; 2025Q2: 70 shares; 2025Q3: 463 shares; 2025Q4: 1,014 shares 1,014$48.8K<0.01%+551Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 503 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444$48.8K<0.01%0Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 6,666 shares; 2025Q1: 5,993 shares; 2025Q2: 6,171 shares; 2025Q3: 6,455 shares; 2025Q4: 6,598 shares 6,598$48.3K<0.01%+143Timeline
MHFWESTERN ASSET MUN HIGH INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000$48.2K<0.01%0Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 157 shares; 2025Q3: 1,644 shares; 2025Q4: 12,937 shares 12,937$48.1K<0.01%+11,293Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 140 shares; 2025Q1: 147 shares; 2025Q2: 141 shares; 2025Q3: 213 shares; 2025Q4: 211 shares 211$48K<0.01%-2Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 940 shares 940$47.8K<0.01%+40Timeline
CNXCCONCENTRIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 754 shares; 2025Q4: 1,146 shares 1,146$47.7K<0.01%+392Timeline
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: not reported; 2025Q2: 81 shares; 2025Q3: 83 shares; 2025Q4: 1,594 shares 1,594$47.6K<0.01%+1,511Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 120 shares; 2025Q1: 165 shares; 2025Q2: 305 shares; 2025Q3: 838 shares; 2025Q4: 1,236 shares 1,236$47.5K<0.01%+398Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares 3,194$47.3K<0.01%0Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 525 shares; 2025Q2: 545 shares; 2025Q3: 563 shares; 2025Q4: 610 shares 610$47.1K<0.01%+47Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 854 shares; 2025Q1: 794 shares; 2025Q2: 761 shares; 2025Q3: 781 shares; 2025Q4: 938 shares 938$46.9K<0.01%+157Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 743 shares; 2025Q3: 600 shares; 2025Q4: 640 shares 640$46.6K<0.01%+40Timeline
VITLVITAL FARMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 1,814 shares; 2025Q1: 1,815 shares; 2025Q2: 1,840 shares; 2025Q3: 1,810 shares; 2025Q4: 1,457 shares 1,457$46.5K<0.01%-353Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 49 shares; 2025Q1: 44 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 178 shares 178$46.5K<0.01%+121Timeline
LBRDKLIBERTY BROADBAND 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: 15 shares; 2025Q3: 13 shares; 2025Q4: 956 shares 956$46.5K<0.01%+943Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 154 shares; 2025Q4: 565 shares 565$46.3K<0.01%+411Timeline
KBHKB HOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 50 shares; 2025Q1: 145 shares; 2025Q2: 75 shares; 2025Q3: 167 shares; 2025Q4: 820 shares 820$46.3K<0.01%+653Timeline
DEUSDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 780 shares; 2025Q1: 782 shares; 2025Q2: 786 shares; 2025Q3: 789 shares; 2025Q4: 793 shares 793$46.2K<0.01%+4Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 108 shares 108$46.2K<0.01%+96Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 352 shares; 2025Q1: 342 shares; 2025Q2: 348 shares; 2025Q3: 472 shares; 2025Q4: 586 shares 586$46.2K<0.01%+114Timeline
SSBSOUTHSTATE BK 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: 2,795 shares; 2025Q4: 487 shares 487$45.8K<0.01%-2,308Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly 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$45.8K<0.01%0Timeline
AMBAAMBARELLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 310 shares; 2025Q1: 325 shares; 2025Q2: 360 shares; 2025Q3: 641 shares; 2025Q4: 645 shares 645$45.7K<0.01%+4Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 27 shares 27$45.6K<0.01%+6Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 1,195 shares 1,195$45.5K<0.01%+415Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 75 shares; 2025Q3: 10,105 shares; 2025Q4: 10,000 shares 10,000$45.4K<0.01%-105Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 120 shares; 2025Q1: 180 shares; 2025Q2: 140 shares; 2025Q3: 1,660 shares; 2025Q4: 1,944 shares 1,944$45.4K<0.01%+284Timeline
CAMTCAMTEK 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: 510 shares; 2025Q4: 425 shares 425$45.2K<0.01%-85Timeline
FGDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,491 shares 1,491$45.1K<0.01%0Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$45.1K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 712 shares; 2025Q2: 717 shares; 2025Q3: 657 shares; 2025Q4: 624 shares 624$45K<0.01%-33Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 4,029 shares 4,029$44.5K<0.01%+59Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 565 shares; 2025Q3: 2,140 shares; 2025Q4: 1,697 shares 1,697$44.4K<0.01%-443Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,721 shares; 2025Q1: 1,722 shares; 2025Q2: 1,772 shares; 2025Q3: 1,635 shares; 2025Q4: 1,862 shares 1,862$44.1K<0.01%+227Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$43.8K<0.01%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 190 shares; 2025Q1: 275 shares; 2025Q2: 320 shares; 2025Q3: 305 shares; 2025Q4: 304 shares 304$43.7K<0.01%-1Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 55 shares; 2025Q3: 48 shares; 2025Q4: 145 shares 145$43.7K<0.01%+97Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$43.7K<0.01%0Timeline
SUBISHARES 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: 43 shares; 2025Q3: 3 shares; 2025Q4: 405 shares 405$43.2K<0.01%+402Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 81 shares; 2025Q1: 116 shares; 2025Q2: 191 shares; 2025Q3: 515 shares; 2025Q4: 624 shares 624$43.2K<0.01%+109Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750$43.1K<0.01%0Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 885 shares; 2025Q1: 1,005 shares; 2025Q2: 1,379 shares; 2025Q3: 1,654 shares; 2025Q4: 1,582 shares 1,582$42.8K<0.01%-72Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 228 shares; 2025Q2: 227 shares; 2025Q3: 967 shares; 2025Q4: 211 shares 211$42.4K<0.01%-756Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares 416$42.4K<0.01%0Timeline
DUHPDIMENSIONAL 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: 1,114 shares 1,114$42.4K<0.01%newTimeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 527 shares; 2025Q1: 529 shares; 2025Q2: 727 shares; 2025Q3: 729 shares; 2025Q4: 731 shares 731$42.3K<0.01%+2Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 731 shares; 2025Q1: 556 shares; 2025Q2: 455 shares; 2025Q3: 660 shares; 2025Q4: 571 shares 571$42.2K<0.01%-89Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 246 shares; 2025Q4: 944 shares 944$41.9K<0.01%+698Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 566 shares; 2025Q4: 713 shares 713$41.8K<0.01%+147Timeline
AEMAGNICO EAGLE MINES 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: 4 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245$41.5K<0.01%0Timeline
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: 1,000 shares; 2025Q4: 1,000 shares 1,000$41.3K<0.01%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$41.3K<0.01%0Timeline
DFASDIMENSIONAL 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: 589 shares 589$41K<0.01%newTimeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 183 shares; 2025Q1: 170 shares; 2025Q2: 160 shares; 2025Q3: 163 shares; 2025Q4: 170 shares 170$40.9K<0.01%+7Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002$40.6K<0.01%0Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 141 shares 141$40.5K<0.01%+92Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 65 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 103 shares; 2025Q4: 71 shares 71$40.4K<0.01%-32Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,897 shares; 2025Q1: 5,372 shares; 2025Q2: 4,549 shares; 2025Q3: 4,817 shares; 2025Q4: 4,817 shares 4,817$40.4K<0.01%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: not reported; 2025Q4: 750 shares 750$40.4K<0.01%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 310 shares; 2025Q1: 132 shares; 2025Q2: 153 shares; 2025Q3: 137 shares; 2025Q4: 86 shares 86$40.4K<0.01%-51Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 211 shares; 2025Q1: 196 shares; 2025Q2: 205 shares; 2025Q3: 2,049 shares; 2025Q4: 369 shares 369$40.3K<0.01%-1,680Timeline
SHVISHARES 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: 366 shares; 2025Q4: 366 shares 366$40.3K<0.01%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767$39.9K<0.01%0Timeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 205 shares; 2025Q1: 385 shares; 2025Q2: 400 shares; 2025Q3: 1,895 shares; 2025Q4: 2,183 shares 2,183$39.8K<0.01%+288Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 126 shares; 2025Q1: 139 shares; 2025Q2: 144 shares; 2025Q3: 150 shares; 2025Q4: 144 shares 144$39.7K<0.01%-6Timeline
ABCBAMERIS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 445 shares; 2025Q1: 455 shares; 2025Q2: 550 shares; 2025Q3: 540 shares; 2025Q4: 533 shares 533$39.6K<0.01%-7Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 178 shares; 2025Q4: 330 shares 330$39.4K<0.01%+152Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 50 shares; 2025Q1: 271 shares; 2025Q2: 277 shares; 2025Q3: 1,421 shares; 2025Q4: 341 shares 341$39.2K<0.01%-1,080Timeline
PAHCPHIBRO ANIMAL HEALTH CORPQuarterly 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: 50 shares; 2025Q3: 40 shares; 2025Q4: 1,040 shares 1,040$38.9K<0.01%+1,000Timeline
USCIUNITED STS COMMODITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$38.8K<0.01%0Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 621 shares; 2025Q1: 743 shares; 2025Q2: 563 shares; 2025Q3: 599 shares; 2025Q4: 599 shares 599$38.7K<0.01%0Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 130 shares; 2025Q1: 45 shares; 2025Q2: 90 shares; 2025Q3: 1,330 shares; 2025Q4: 1,337 shares 1,337$38.3K<0.01%+7Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 176 shares; 2025Q4: 242 shares 242$38.3K<0.01%+66Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$38.3K<0.01%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 158 shares; 2025Q2: 233 shares; 2025Q3: 371 shares; 2025Q4: 237 shares 237$38.2K<0.01%-134Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286$38.2K<0.01%0Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 119 shares 119$38.1K<0.01%+116Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 296 shares; 2025Q1: 294 shares; 2025Q2: 310 shares; 2025Q3: 495 shares; 2025Q4: 586 shares 586$38.1K<0.01%+91Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 50 shares; 2025Q3: 3,750 shares; 2025Q4: 1,760 shares 1,760$38.1K<0.01%-1,990Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 30 shares; 2025Q1: 174 shares; 2025Q2: 102 shares; 2025Q3: 186 shares; 2025Q4: 191 shares 191$38.1K<0.01%+5Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 163 shares; 2025Q3: 224 shares; 2025Q4: 193 shares 193$38.1K<0.01%-31Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,507 shares; 2025Q1: 1,462 shares; 2025Q2: 641 shares; 2025Q3: 4,708 shares; 2025Q4: 1,688 shares 1,688$37.6K<0.01%-3,020Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 52 shares; 2025Q1: 76 shares; 2025Q2: 79 shares; 2025Q3: 179 shares; 2025Q4: 273 shares 273$37.1K<0.01%+94Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$37K<0.01%0Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$37K<0.01%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 10 shares; 2025Q1: 40 shares; 2025Q2: 88 shares; 2025Q3: 712 shares; 2025Q4: 327 shares 327$37K<0.01%-385Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 617 shares; 2025Q1: 688 shares; 2025Q2: 677 shares; 2025Q3: 766 shares; 2025Q4: 826 shares 826$37K<0.01%+60Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 700 shares 700$36.9K<0.01%+350Timeline
FIVNFIVE9 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: 140 shares; 2025Q3: 50 shares; 2025Q4: 1,836 shares 1,836$36.8K<0.01%+1,786Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 436 shares; 2025Q1: 439 shares; 2025Q2: 377 shares; 2025Q3: 381 shares; 2025Q4: 386 shares 386$36.8K<0.01%+5Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 230 shares; 2025Q3: 196 shares; 2025Q4: 199 shares 199$36.7K<0.01%+3Timeline
MPTMEDICAL PROPERTIES TRUST 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: 7,651 shares; 2025Q4: 7,307 shares 7,307$36.5K<0.01%-344Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,493 shares; 2025Q2: 1,639 shares; 2025Q3: 1,557 shares; 2025Q4: 2,337 shares 2,337$36.5K<0.01%+780Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 200 shares; 2025Q3: 218 shares; 2025Q4: 210 shares 210$36.4K<0.01%-8Timeline
DCOMDIME COML BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,143 shares; 2025Q1: 1,153 shares; 2025Q2: 1,228 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares 1,208$36.3K<0.01%0Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,937 shares; 2025Q4: 3,148 shares 3,148$36K<0.01%+1,211Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 165 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 2,277 shares; 2025Q4: 2,929 shares 2,929$35.9K<0.01%+652Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares 784$35.8K<0.01%newTimeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 20 shares; 2025Q2: 90 shares; 2025Q3: 82 shares; 2025Q4: 565 shares 565$35.8K<0.01%+483Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 7 shares; 2025Q1: 21 shares; 2025Q2: 40 shares; 2025Q3: 269 shares; 2025Q4: 204 shares 204$35.5K<0.01%-65Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,869 shares; 2025Q1: 1,998 shares; 2025Q2: 2,132 shares; 2025Q3: 1,997 shares; 2025Q4: 2,028 shares 2,028$35.5K<0.01%+31Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly 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: 2,000 shares; 2025Q4: 2,000 shares 2,000$35.4K<0.01%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly 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$35.3K<0.01%0Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61$35.2K<0.01%0Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares 2,694$34.8K<0.01%0Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,064 shares; 2025Q1: 2,995 shares; 2025Q2: 3,397 shares; 2025Q3: 3,584 shares; 2025Q4: 3,598 shares 3,598$34.7K<0.01%+14Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 10 shares; 2025Q3: 3,976 shares; 2025Q4: 776 shares 776$34.7K<0.01%-3,200Timeline
BBEUJ 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: 468 shares; 2025Q3: 470 shares; 2025Q4: 473 shares 473$34.7K<0.01%+3Timeline
BPOPPOPULAR 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: 1,809 shares; 2025Q4: 278 shares 278$34.6K<0.01%-1,531Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 120 shares; 2025Q3: 179 shares; 2025Q4: 322 shares 322$34.3K<0.01%+143Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 190 shares; 2025Q2: 1,320 shares; 2025Q3: 1,665 shares; 2025Q4: 1,544 shares 1,544$34.2K<0.01%-121Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,165 shares; 2025Q2: 1,235 shares; 2025Q3: 1,255 shares; 2025Q4: 1,300 shares 1,300$34K<0.01%+45Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 261 shares 261$33.9K<0.01%+259Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 439 shares 439$33.8K<0.01%+289Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 321 shares 321$33.7K<0.01%+3Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 367 shares; 2025Q1: 347 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 418 shares 418$33.5K<0.01%+30Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 1,508 shares; 2025Q1: 1,542 shares; 2025Q2: 1,409 shares; 2025Q3: 1,687 shares; 2025Q4: 1,733 shares 1,733$33.5K<0.01%+46Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 27 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 24 shares 24$33.5K<0.01%+1Timeline
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: 1,500 shares; 2025Q4: 5,000 shares 5,000$33.2K<0.01%+3,500Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,065 shares; 2025Q1: 925 shares; 2025Q2: 1,013 shares; 2025Q3: 1,044 shares; 2025Q4: 1,064 shares 1,064$33.1K<0.01%+20Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 442 shares; 2025Q3: 471 shares; 2025Q4: 344 shares 344$33.1K<0.01%-127Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 60 shares; 2025Q1: 100 shares; 2025Q2: 12 shares; 2025Q3: 387 shares; 2025Q4: 494 shares 494$33K<0.01%+107Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares 301$32.7K<0.01%0Timeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$32.7K<0.01%0Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 47 shares; 2025Q1: 63 shares; 2025Q2: 113 shares; 2025Q3: 105 shares; 2025Q4: 159 shares 159$32.6K<0.01%+54Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 733 shares; 2025Q2: 763 shares; 2025Q3: 666 shares; 2025Q4: 714 shares 714$32.4K<0.01%+48Timeline
IMTMISHARES 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: 671 shares 671$32.2K<0.01%newTimeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,367 shares; 2024Q4: 15,344 shares; 2025Q1: 53 shares; 2025Q2: 104 shares; 2025Q3: 190 shares; 2025Q4: 3,485 shares 3,485$32.1K<0.01%+3,295Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 205 shares; 2025Q3: 173 shares; 2025Q4: 142 shares 142$32.1K<0.01%-31Timeline
EZUISHARES 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: 500 shares 500$32K<0.01%newTimeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,585 shares; 2025Q1: 3,723 shares; 2025Q2: 3,609 shares; 2025Q3: 3,030 shares; 2025Q4: 3,166 shares 3,166$32K<0.01%+136Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253$31.9K<0.01%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 165 shares; 2025Q1: 158 shares; 2025Q2: 249 shares; 2025Q3: 264 shares; 2025Q4: 303 shares 303$31.9K<0.01%+39Timeline
BANRBANNER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 500 shares; 2025Q2: 515 shares; 2025Q3: 490 shares; 2025Q4: 509 shares 509$31.9K<0.01%+19Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 937 shares; 2025Q1: 455 shares; 2025Q2: 400 shares; 2025Q3: 643 shares; 2025Q4: 400 shares 400$31.9K<0.01%-243Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly 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$31.9K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 693 shares; 2025Q2: 943 shares; 2025Q3: 1,443 shares; 2025Q4: 2,698 shares 2,698$31.8K<0.01%+1,255Timeline
ADXADAMS DIVERSIFIED EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,079 shares; 2025Q1: 2,075 shares; 2025Q2: 2,121 shares; 2025Q3: 2,165 shares; 2025Q4: 1,364 shares 1,364$31.8K<0.01%-801Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 860 shares; 2025Q1: 374 shares; 2025Q2: 1,303 shares; 2025Q3: 1,315 shares; 2025Q4: 1,221 shares 1,221$31.7K<0.01%-94Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares 673$31.5K<0.01%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 1,031 shares; 2025Q4: 225 shares 225$31.5K<0.01%-806Timeline
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: 450 shares; 2025Q4: 793 shares 793$31.3K<0.01%+343Timeline
DGREWISDOMTREE TRQuarterly 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$31.3K<0.01%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257$31.3K<0.01%0Timeline
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: 325 shares; 2025Q3: 309 shares; 2025Q4: 612 shares 612$31.2K<0.01%+303Timeline
DLBDOLBY LABORATORIES 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: 15 shares; 2025Q3: 622 shares; 2025Q4: 484 shares 484$31.1K<0.01%-138Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 530 shares; 2025Q1: 975 shares; 2025Q2: 1,105 shares; 2025Q3: 835 shares; 2025Q4: 1,616 shares 1,616$31K<0.01%+781Timeline
ALEXALEXANDER & BALDWIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,701 shares; 2025Q1: 1,593 shares; 2025Q2: 1,653 shares; 2025Q3: 1,623 shares; 2025Q4: 1,500 shares 1,500$31K<0.01%-123Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 2,982 shares; 2025Q4: 2,777 shares 2,777$30.9K<0.01%-205Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 360 shares; 2025Q1: 365 shares; 2025Q2: 360 shares; 2025Q3: 373 shares; 2025Q4: 410 shares 410$30.9K<0.01%+37Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 365 shares; 2025Q1: 615 shares; 2025Q2: 740 shares; 2025Q3: 1,275 shares; 2025Q4: 1,382 shares 1,382$30.8K<0.01%+107Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 49 shares; 2025Q1: 74 shares; 2025Q2: 79 shares; 2025Q3: 180 shares; 2025Q4: 193 shares 193$30.8K<0.01%+13Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly 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$30K<0.01%0Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,434 shares; 2025Q1: 2,487 shares; 2025Q2: 1,986 shares; 2025Q3: 1,743 shares; 2025Q4: 1,861 shares 1,861$29.9K<0.01%+118Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 4,737 shares; 2025Q1: 4,929 shares; 2025Q2: 5,426 shares; 2025Q3: 4,443 shares; 2025Q4: 4,624 shares 4,624$29.9K<0.01%+181Timeline
SPXVPROSHARES TRQuarterly 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$29.8K<0.01%0Timeline
KEXKIRBY 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: 5 shares; 2025Q3: 10 shares; 2025Q4: 270 shares 270$29.7K<0.01%+260Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 287 shares; 2025Q1: 308 shares; 2025Q2: 304 shares; 2025Q3: 564 shares; 2025Q4: 228 shares 228$29.7K<0.01%-336Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610$29.5K<0.01%0Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 562 shares 562$29.5K<0.01%+502Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: 434 shares; 2025Q4: 431 shares 431$29.4K<0.01%-3Timeline
PREFPRINCIPAL 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: 1,539 shares 1,539$29.3K<0.01%newTimeline
GATXGATX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 40 shares; 2025Q1: 55 shares; 2025Q2: 73 shares; 2025Q3: 76 shares; 2025Q4: 173 shares 173$29.3K<0.01%+97Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 462 shares; 2025Q1: 482 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 496 shares 496$29.3K<0.01%+19Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 105 shares; 2025Q1: 175 shares; 2025Q2: 70 shares; 2025Q3: 287 shares; 2025Q4: 611 shares 611$29.3K<0.01%+324Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,621 shares 3,621$29.2K<0.01%-79Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 381 shares 381$29.2K<0.01%+5Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 85 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 955 shares; 2025Q4: 839 shares 839$29.2K<0.01%-116Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119$28.8K<0.01%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 1,525 shares; 2025Q1: 872 shares; 2025Q2: 2,073 shares; 2025Q3: 1,832 shares; 2025Q4: 1,842 shares 1,842$28.7K<0.01%+10Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 139 shares 139$28.7K<0.01%-914Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650$28.3K<0.01%0Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800$28.3K<0.01%newTimeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 227 shares 227$28.3K<0.01%+213Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 819 shares; 2025Q1: 859 shares; 2025Q2: 867 shares; 2025Q3: 277 shares; 2025Q4: 734 shares 734$28.1K<0.01%+457Timeline
PAMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,700 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 600 shares 600$28K<0.01%-975Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 80 shares; 2025Q1: 97 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 75 shares 75$27.7K<0.01%-15Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,249 shares; 2025Q1: 2,261 shares; 2025Q2: 1,640 shares; 2025Q3: 1,721 shares; 2025Q4: 1,806 shares 1,806$27.7K<0.01%+85Timeline
CADECADENCE BANKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 230 shares; 2025Q1: 260 shares; 2025Q2: 450 shares; 2025Q3: 455 shares; 2025Q4: 645 shares 645$27.6K<0.01%+190Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590$27.6K<0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,278 shares; 2025Q1: 1,317 shares; 2025Q2: 1,480 shares; 2025Q3: 1,603 shares; 2025Q4: 490 shares 490$27.6K<0.01%-1,113Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 65 shares; 2025Q3: 390 shares; 2025Q4: 910 shares 910$27.5K<0.01%+520Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares 1,046$27.4K<0.01%0Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 928 shares; 2025Q1: 1,035 shares; 2025Q2: 758 shares; 2025Q3: 3,907 shares; 2025Q4: 699 shares 699$27.4K<0.01%-3,208Timeline
INODINNODATA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 525 shares; 2025Q1: 540 shares; 2025Q2: 570 shares; 2025Q3: 530 shares; 2025Q4: 535 shares 535$27.3K<0.01%+5Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 512 shares; 2025Q1: 452 shares; 2025Q2: 453 shares; 2025Q3: 249 shares; 2025Q4: 241 shares 241$27.2K<0.01%-8Timeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 85 shares; 2025Q3: 152 shares; 2025Q4: 411 shares 411$27.2K<0.01%+259Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 19 shares; 2025Q4: 14 shares 14$27.2K<0.01%-5Timeline
DFUVDIMENSIONAL 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: 584 shares 584$27.2K<0.01%newTimeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 75 shares; 2025Q1: 80 shares; 2025Q2: 82 shares; 2025Q3: 127 shares; 2025Q4: 112 shares 112$27.2K<0.01%-15Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 468 shares; 2025Q3: 471 shares; 2025Q4: 473 shares 473$27.1K<0.01%+2Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 304 shares; 2025Q1: 474 shares; 2025Q2: 584 shares; 2025Q3: 540 shares; 2025Q4: 1,429 shares 1,429$27.1K<0.01%+889Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,523 shares 1,523$26.9K<0.01%newTimeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3,220 shares; 2025Q4: 1,004 shares 1,004$26.8K<0.01%-2,216Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 150 shares; 2025Q1: 45 shares; 2025Q2: 345 shares; 2025Q3: 1,167 shares; 2025Q4: 1,195 shares 1,195$26.8K<0.01%+28Timeline
OIAINVESCO MUNI INCOME OPP TRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,700 shares; 2024Q4: 69,200 shares; 2025Q1: 69,200 shares; 2025Q2: 65,200 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares 4,440$26.7K<0.01%0Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 143 shares; 2025Q1: 141 shares; 2025Q2: 167 shares; 2025Q3: 1,732 shares; 2025Q4: 333 shares 333$26.5K<0.01%-1,399Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 146 shares; 2025Q1: 211 shares; 2025Q2: 226 shares; 2025Q3: 136 shares; 2025Q4: 1,143 shares 1,143$26.5K<0.01%+1,007Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 36 shares; 2025Q1: 53 shares; 2025Q2: 70 shares; 2025Q3: 55 shares; 2025Q4: 58 shares 58$26.4K<0.01%+3Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 744 shares; 2025Q1: 784 shares; 2025Q2: 764 shares; 2025Q3: 784 shares; 2025Q4: 790 shares 790$26.4K<0.01%+6Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272$26.4K<0.01%0Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 174 shares; 2025Q4: 388 shares 388$26.3K<0.01%+214Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 145 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 440 shares 440$25.8K<0.01%+375Timeline
LINELINEAGE 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: 135 shares; 2025Q3: 109 shares; 2025Q4: 736 shares 736$25.8K<0.01%+627Timeline
PMOFRANKLIN MUN OPPORTUNITIES TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,921 shares; 2024Q4: 186,921 shares; 2025Q1: 163,388 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,389 shares 2,389$25.6K<0.01%0Timeline
PSOPEARSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,496 shares; 2025Q1: 1,453 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,814 shares 1,814$25.5K<0.01%+386Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$25.4K<0.01%0Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 79 shares; 2025Q1: 98 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 323 shares 323$25.3K<0.01%+213Timeline
XMQTXBLACKROCK MUNIYIELD QLTY IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,200 shares; 2024Q4: 55,200 shares; 2025Q1: 50,933 shares; 2025Q2: 50,933 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$25.1K<0.01%0Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 540 shares; 2025Q1: 720 shares; 2025Q2: 795 shares; 2025Q3: 1,749 shares; 2025Q4: 960 shares 960$25.1K<0.01%-789Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 85 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 733 shares 733$25K<0.01%-1,020Timeline
FXUFIRST 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: 550 shares; 2025Q4: 550 shares 550$24.8K<0.01%0Timeline
FDIQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$24.7K<0.01%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 490 shares 490$24.7K<0.01%+425Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 6 shares; 2025Q3: 61 shares; 2025Q4: 202 shares 202$24.6K<0.01%+141Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 432 shares 432$24.6K<0.01%+82Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,774 shares; 2025Q1: 1,894 shares; 2025Q2: 2,064 shares; 2025Q3: 1,924 shares; 2025Q4: 1,935 shares 1,935$24.5K<0.01%+11Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 26 shares; 2025Q1: 23 shares; 2025Q2: 32 shares; 2025Q3: 764 shares; 2025Q4: 110 shares 110$24.5K<0.01%-654Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 40 shares; 2025Q1: 85 shares; 2025Q2: 95 shares; 2025Q3: 62 shares; 2025Q4: 352 shares 352$24.4K<0.01%+290Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 705 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637$24.4K<0.01%0Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 90 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 121 shares; 2025Q4: 353 shares 353$24.4K<0.01%+232Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430$24.4K<0.01%0Timeline
FTCSFIRST 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: 263 shares 263$24.3K<0.01%newTimeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 178 shares 178$24.3K<0.01%+168Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 369 shares; 2025Q1: 916 shares; 2025Q2: 386 shares; 2025Q3: 369 shares; 2025Q4: 501 shares 501$24.2K<0.01%+132Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,913 shares; 2025Q1: 793 shares; 2025Q2: 854 shares; 2025Q3: 1,971 shares; 2025Q4: 2,221 shares 2,221$24.2K<0.01%+250Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242$24.1K<0.01%0Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 411 shares; 2025Q1: 318 shares; 2025Q2: 283 shares; 2025Q3: 567 shares; 2025Q4: 246 shares 246$24.1K<0.01%-321Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 29 shares 29$24K<0.01%+1Timeline
WPPWPP PLC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,705 shares; 2025Q1: 1,248 shares; 2025Q2: 1,380 shares; 2025Q3: 2,038 shares; 2025Q4: 1,069 shares 1,069$24K<0.01%-969Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 220 shares; 2025Q1: 295 shares; 2025Q2: 260 shares; 2025Q3: 251 shares; 2025Q4: 328 shares 328$24K<0.01%+77Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 8 shares; 2025Q1: 62 shares; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 99 shares 99$23.9K<0.01%+20Timeline
RSPCINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$23.9K<0.01%0Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 201 shares 201$23.8K<0.01%-184Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 207 shares; 2025Q1: 204 shares; 2025Q2: 209 shares; 2025Q3: 372 shares; 2025Q4: 396 shares 396$23.8K<0.01%+24Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 775 shares; 2025Q1: 777 shares; 2025Q2: 780 shares; 2025Q3: 783 shares; 2025Q4: 787 shares 787$23.7K<0.01%+4Timeline
FVFIRST 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: 375 shares 375$23.6K<0.01%newTimeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 72 shares; 2025Q1: 79 shares; 2025Q2: 116 shares; 2025Q3: 105 shares; 2025Q4: 130 shares 130$23.6K<0.01%+25Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 405 shares; 2025Q2: 245 shares; 2025Q3: 244 shares; 2025Q4: 250 shares 250$23.5K<0.01%+6Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,505 shares; 2025Q1: 3,685 shares; 2025Q2: 3,900 shares; 2025Q3: 3,730 shares; 2025Q4: 3,817 shares 3,817$23.5K<0.01%+87Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$23.5K<0.01%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 205 shares; 2025Q1: 70 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 354 shares 354$23.5K<0.01%+4Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 571 shares; 2025Q4: 2,129 shares 2,129$23.4K<0.01%+1,558Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 209 shares 209$23.3K<0.01%+206Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 19 shares; 2025Q1: 72 shares; 2025Q2: 71 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53$23.3K<0.01%0Timeline
HAYWHAYWARD 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: 363 shares; 2025Q4: 1,500 shares 1,500$23.2K<0.01%+1,137Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 210 shares; 2025Q4: 213 shares 213$23.2K<0.01%+3Timeline
LSCCLATTICE 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: 305 shares; 2025Q4: 314 shares 314$23.1K<0.01%+9Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 21 shares; 2025Q4: 126 shares 126$23K<0.01%+105Timeline
BTTBLACKROCK MUN TARGET TERM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$22.8K<0.01%0Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 240 shares; 2025Q1: 218 shares; 2025Q2: 5 shares; 2025Q3: 57 shares; 2025Q4: 278 shares 278$22.8K<0.01%+221Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 150 shares; 2025Q1: 230 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 247 shares 247$22.7K<0.01%+12Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 232 shares; 2025Q3: 630 shares; 2025Q4: 261 shares 261$22.6K<0.01%-369Timeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 46 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 88 shares 88$22.6K<0.01%+81Timeline
NSPINSPERITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 30 shares; 2025Q1: 70 shares; 2025Q2: 55 shares; 2025Q3: 10 shares; 2025Q4: 583 shares 583$22.6K<0.01%+573Timeline
EWLISHARES 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: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$22.5K<0.01%0Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 19 shares; 2025Q2: 24 shares; 2025Q3: 52 shares; 2025Q4: 129 shares 129$22.4K<0.01%+77Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 145 shares; 2025Q1: 155 shares; 2025Q2: 215 shares; 2025Q3: 698 shares; 2025Q4: 804 shares 804$22.4K<0.01%+106Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700$22.3K<0.01%0Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 357 shares 357$22.2K<0.01%+1Timeline
EOTEATON VANCE NATL MUN OPPORTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300$22K<0.01%0Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 2,000 shares 2,000$21.9K<0.01%-1,800
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 945 shares; 2025Q1: 520 shares; 2025Q2: 685 shares; 2025Q3: 1,271 shares; 2025Q4: 784 shares 784$21.9K<0.01%-487Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 307 shares 307$21.7K<0.01%+302Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,900 shares; 2024Q4: 150,200 shares; 2025Q1: 121,900 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500$21.6K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 658 shares 658$21.6K<0.01%+339Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 711 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485$21.5K<0.01%0Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares 747$21.5K<0.01%0Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 6 shares; 2025Q3: 13 shares; 2025Q4: 71 shares 71$21.5K<0.01%+58Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 438 shares; 2025Q1: 224 shares; 2025Q2: 170 shares; 2025Q3: 384 shares; 2025Q4: 212 shares 212$21.4K<0.01%-172Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$21.3K<0.01%0Timeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 135 shares; 2025Q2: 165 shares; 2025Q3: 298 shares; 2025Q4: 520 shares 520$21.2K<0.01%+222Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 430 shares; 2025Q1: 1,400 shares; 2025Q2: 1,420 shares; 2025Q3: 1,160 shares; 2025Q4: 1,188 shares 1,188$21.2K<0.01%+28Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 65 shares; 2025Q1: 95 shares; 2025Q2: 125 shares; 2025Q3: 225 shares; 2025Q4: 347 shares 347$21.1K<0.01%+122Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,223 shares; 2025Q1: 2,233 shares; 2025Q2: 2,253 shares; 2025Q3: 3,899 shares; 2025Q4: 2,941 shares 2,941$21.1K<0.01%-958Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 143 shares; 2025Q1: 185 shares; 2025Q2: 124 shares; 2025Q3: 119 shares; 2025Q4: 120 shares 120$20.9K<0.01%+1Timeline
NOVTNOVANTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 16 shares; 2025Q1: 56 shares; 2025Q2: 40 shares; 2025Q3: 25 shares; 2025Q4: 176 shares 176$20.9K<0.01%+151Timeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 110 shares; 2025Q3: 345 shares; 2025Q4: 310 shares 310$20.9K<0.01%-35Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 175 shares; 2025Q1: 235 shares; 2025Q2: 270 shares; 2025Q3: 257 shares; 2025Q4: 569 shares 569$20.9K<0.01%+312Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 51 shares; 2025Q1: 64 shares; 2025Q2: 75 shares; 2025Q3: 85 shares; 2025Q4: 100 shares 100$20.6K<0.01%+15Timeline
BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,497 shares; 2024Q4: 76,497 shares; 2025Q1: 74,536 shares; 2025Q2: 72,144 shares; 2025Q3: 1,961 shares; 2025Q4: 1,961 shares 1,961$20.5K<0.01%0
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares 248$20.5K<0.01%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 2,531 shares; 2025Q4: 239 shares 239$20.4K<0.01%-2,292Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 1,014 shares; 2025Q1: 924 shares; 2025Q2: 952 shares; 2025Q3: 1,261 shares; 2025Q4: 1,007 shares 1,007$20.4K<0.01%-254Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares 116$20.2K<0.01%0Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 152 shares 152$20.1K<0.01%+2Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 61 shares; 2025Q1: 136 shares; 2025Q2: 186 shares; 2025Q3: 160 shares; 2025Q4: 162 shares 162$20.1K<0.01%+2Timeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 125 shares; 2025Q1: 135 shares; 2025Q2: 235 shares; 2025Q3: 288 shares; 2025Q4: 316 shares 316$20.1K<0.01%+28Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,072 shares; 2025Q1: 3,595 shares; 2025Q2: 1,111 shares; 2025Q3: 1,256 shares; 2025Q4: 1,396 shares 1,396$20K<0.01%+140Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 28 shares; 2025Q1: 30 shares; 2025Q2: 27 shares; 2025Q3: 37 shares; 2025Q4: 44 shares 44$20K<0.01%+7Timeline
LADLITHIA MTRS 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 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 60 shares 60$19.9K<0.01%+58Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 75 shares; 2025Q1: 110 shares; 2025Q2: 145 shares; 2025Q3: 125 shares; 2025Q4: 132 shares 132$19.9K<0.01%+7Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382$19.7K<0.01%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 165 shares; 2025Q2: 269 shares; 2025Q3: 132 shares; 2025Q4: 132 shares 132$19.7K<0.01%0Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$19.7K<0.01%0Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 180 shares; 2025Q3: 195 shares; 2025Q4: 233 shares 233$19.6K<0.01%+38Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 42 shares; 2025Q2: 40 shares; 2025Q3: 104 shares; 2025Q4: 986 shares 986$19.6K<0.01%+882Timeline
SLYVSPDR 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: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215$19.6K<0.01%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 53 shares; 2025Q1: 15 shares; 2025Q2: 105 shares; 2025Q3: 108 shares; 2025Q4: 155 shares 155$19.5K<0.01%+47Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 145 shares; 2025Q1: 220 shares; 2025Q2: 245 shares; 2025Q3: 180 shares; 2025Q4: 191 shares 191$19.5K<0.01%+11Timeline
DFEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270$19.4K<0.01%0Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 67 shares 67$19.4K<0.01%+65Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 175 shares; 2025Q1: 305 shares; 2025Q2: 155 shares; 2025Q3: 188 shares; 2025Q4: 617 shares 617$19.3K<0.01%+429Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 25 shares; 2025Q1: 60 shares; 2025Q2: 55 shares; 2025Q3: 68 shares; 2025Q4: 115 shares 115$19.3K<0.01%+47Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares 129$19.2K<0.01%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly 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: 38 shares; 2025Q3: 38 shares; 2025Q4: 43 shares 43$19.2K<0.01%+5Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 165 shares; 2025Q1: 250 shares; 2025Q2: 300 shares; 2025Q3: 240 shares; 2025Q4: 249 shares 249$19K<0.01%+9Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 773 shares; 2025Q1: 645 shares; 2025Q2: 470 shares; 2025Q3: 489 shares; 2025Q4: 501 shares 501$19K<0.01%+12Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 14 shares; 2025Q4: 132 shares 132$19K<0.01%+118Timeline
DFIVDIMENSIONAL 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: 379 shares 379$18.9K<0.01%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134$18.9K<0.01%0Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 492 shares; 2025Q1: 477 shares; 2025Q2: 502 shares; 2025Q3: 522 shares; 2025Q4: 536 shares 536$18.8K<0.01%+14Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,067 shares; 2024Q4: 247,067 shares; 2025Q1: 218,067 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$18.8K<0.01%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575$18.8K<0.01%0Timeline
DFICDIMENSIONAL 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: 544 shares 544$18.7K<0.01%newTimeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 335 shares; 2025Q1: 775 shares; 2025Q2: 1,125 shares; 2025Q3: 1,025 shares; 2025Q4: 1,320 shares 1,320$18.7K<0.01%+295Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 115 shares; 2025Q2: 195 shares; 2025Q3: 165 shares; 2025Q4: 230 shares 230$18.7K<0.01%+65Timeline
BKUBANKUNITED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 100 shares; 2025Q1: 95 shares; 2025Q2: 285 shares; 2025Q3: 276 shares; 2025Q4: 417 shares 417$18.6K<0.01%+141Timeline
XBTAXBLACKROCK LNG-TRM MUNI ADVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$18.6K<0.01%0Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 139 shares; 2025Q4: 664 shares 664$18.6K<0.01%+525Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 12 shares; 2025Q3: 232 shares; 2025Q4: 287 shares 287$18.5K<0.01%+55Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 57 shares; 2025Q3: 287 shares; 2025Q4: 303 shares 303$18.5K<0.01%+16Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$18.4K<0.01%0Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 371 shares; 2025Q1: 297 shares; 2025Q2: 508 shares; 2025Q3: 607 shares; 2025Q4: 625 shares 625$18.4K<0.01%+18Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly 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: 314 shares 314$18.3K<0.01%+14Timeline
VIRTVIRTU FINL 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: 20 shares; 2025Q3: 712 shares; 2025Q4: 549 shares 549$18.3K<0.01%-163Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 325 shares; 2025Q4: 105 shares 105$18.3K<0.01%-220Timeline
ARGTGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$18.3K<0.01%0Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 358 shares 358$18.2K<0.01%+250Timeline
NUAGNUSHARES 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: 859 shares 859$18.2K<0.01%newTimeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares 128$18.1K<0.01%0Timeline
DIHPDIMENSIONAL 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: 570 shares 570$18K<0.01%newTimeline
APLEAPPLE HOSPITALITY REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 185 shares; 2025Q1: 295 shares; 2025Q2: 550 shares; 2025Q3: 575 shares; 2025Q4: 1,522 shares 1,522$18K<0.01%+947Timeline
AVTAVNET 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: 61 shares; 2025Q4: 374 shares 374$18K<0.01%+313Timeline
FETHFIDELITY ETHEREUM 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: 155 shares; 2025Q4: 605 shares 605$17.9K<0.01%+450Timeline
CTOCTO RLTY GROWTH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,035 shares; 2025Q2: 995 shares; 2025Q3: 980 shares; 2025Q4: 972 shares 972$17.9K<0.01%-8Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 318 shares 318$17.6K<0.01%+268Timeline
MILNGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375$17.6K<0.01%0Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,300 shares; 2025Q4: 1,125 shares 1,125$17.2K<0.01%-1,175Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 165 shares 165$17.2K<0.01%-8Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7 shares; 2025Q4: 8 shares 8$17.2K<0.01%+1Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 32 shares; 2025Q1: 25 shares; 2025Q2: 55 shares; 2025Q3: 333 shares; 2025Q4: 343 shares 343$17.1K<0.01%+10Timeline
MICCMAGNUM ICE CREAM CO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares 1,072$17K<0.01%newTimeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 520 shares; 2025Q1: 640 shares; 2025Q2: 835 shares; 2025Q3: 1,435 shares; 2025Q4: 1,453 shares 1,453$17K<0.01%+18Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 13 shares; 2025Q2: 71 shares; 2025Q3: 165 shares; 2025Q4: 286 shares 286$16.9K<0.01%+121Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 60 shares; 2025Q1: 105 shares; 2025Q2: 125 shares; 2025Q3: 105 shares; 2025Q4: 112 shares 112$16.8K<0.01%+7Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares 371$16.8K<0.01%0Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335$16.7K<0.01%0Timeline
FCNFTI CONSULTING 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: 5 shares; 2025Q3: 9 shares; 2025Q4: 98 shares 98$16.7K<0.01%+89Timeline
PLTKPLAYTIKA HLDG 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: 979 shares; 2025Q4: 4,233 shares 4,233$16.7K<0.01%+3,254Timeline
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 120 shares; 2025Q1: 170 shares; 2025Q2: 115 shares; 2025Q3: 343 shares; 2025Q4: 349 shares 349$16.7K<0.01%+6Timeline
POWLPOWELL INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 17 shares; 2025Q1: 30 shares; 2025Q2: 55 shares; 2025Q3: 50 shares; 2025Q4: 52 shares 52$16.6K<0.01%+2Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361$16.6K<0.01%0Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 191 shares; 2025Q2: 226 shares; 2025Q3: 231 shares; 2025Q4: 287 shares 287$16.6K<0.01%+56Timeline
XWIAXWESTERN ASSET INFLT LNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$16.5K<0.01%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 72 shares; 2025Q1: 100 shares; 2025Q2: 105 shares; 2025Q3: 152 shares; 2025Q4: 116 shares 116$16.5K<0.01%-36Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares 1,169$16.5K<0.01%0Timeline
FVDFIRST 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: 356 shares 356$16.4K<0.01%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 38 shares; 2025Q1: 86 shares; 2025Q2: 25 shares; 2025Q3: 2,646 shares; 2025Q4: 94 shares 94$16.4K<0.01%-2,552Timeline
PIMFRANKLIN MASTER INTER INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares 4,885$16.3K<0.01%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 119 shares 119$16.3K<0.01%+42Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 105 shares; 2025Q2: 145 shares; 2025Q3: 120 shares; 2025Q4: 236 shares 236$16.2K<0.01%+116Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 258 shares; 2025Q4: 259 shares 259$16.2K<0.01%+1Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 30 shares; 2025Q3: 1,221 shares; 2025Q4: 257 shares 257$16.2K<0.01%-964Timeline
CVYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$16.1K<0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$16.1K<0.01%0Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 34 shares; 2025Q1: 47 shares; 2025Q2: 101 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$16K<0.01%0Timeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,253 shares; 2025Q1: 1,277 shares; 2025Q2: 1,303 shares; 2025Q3: 1,328 shares; 2025Q4: 1,353 shares 1,353$16K<0.01%+25Timeline
NFRAFLEXSHARES 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: 249 shares; 2025Q3: 250 shares; 2025Q4: 261 shares 261$15.8K<0.01%+11Timeline
ESIELEMENT SOLUTIONS INCQuarterly 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: 65 shares; 2025Q3: 569 shares; 2025Q4: 631 shares 631$15.8K<0.01%+62Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119$15.8K<0.01%0Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 65 shares; 2025Q1: 235 shares; 2025Q2: 245 shares; 2025Q3: 494 shares; 2025Q4: 834 shares 834$15.7K<0.01%+340Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 30 shares; 2025Q3: 437 shares; 2025Q4: 443 shares 443$15.7K<0.01%+6Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,225 shares; 2025Q1: 1,228 shares; 2025Q2: 1,298 shares; 2025Q3: 1,282 shares; 2025Q4: 1,684 shares 1,684$15.7K<0.01%+402Timeline
TIPTTIPTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 775 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 780 shares; 2025Q4: 858 shares 858$15.7K<0.01%+78Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 79 shares; 2025Q1: 94 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 78 shares 78$15.7K<0.01%+9Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 233 shares; 2025Q3: 97 shares; 2025Q4: 161 shares 161$15.6K<0.01%+64Timeline
SPBOSPDR 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: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530$15.6K<0.01%0Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 75 shares; 2025Q1: 120 shares; 2025Q2: 160 shares; 2025Q3: 110 shares; 2025Q4: 215 shares 215$15.5K<0.01%+105Timeline
IYCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$15.5K<0.01%0Timeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 120 shares; 2025Q1: 130 shares; 2025Q2: 140 shares; 2025Q3: 130 shares; 2025Q4: 124 shares 124$15.5K<0.01%-6Timeline
XCWISDOMTREE 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: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476$15.4K<0.01%0Timeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 165 shares; 2025Q1: 184 shares; 2025Q2: 115 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154$15.4K<0.01%0Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 216 shares; 2025Q4: 215 shares 215$15.4K<0.01%-1Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$15.4K<0.01%0Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 140 shares; 2025Q1: 280 shares; 2025Q2: 240 shares; 2025Q3: 495 shares; 2025Q4: 529 shares 529$15.4K<0.01%+34Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 96 shares; 2025Q1: 102 shares; 2025Q2: 140 shares; 2025Q3: 150 shares; 2025Q4: 235 shares 235$15.3K<0.01%+85Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 35 shares; 2025Q1: 83 shares; 2025Q2: 140 shares; 2025Q3: 146 shares; 2025Q4: 232 shares 232$15.3K<0.01%+86Timeline
TELFYTELEFONICA SA-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,770 shares; 2025Q1: 2,623 shares; 2025Q2: 4,485 shares; 2025Q3: 4,525 shares; 2025Q4: 3,766 shares 3,766$15.3K<0.01%-759Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 40 shares; 2025Q3: 377 shares; 2025Q4: 578 shares 578$15.2K<0.01%+201Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 141 shares; 2025Q3: 140 shares; 2025Q4: 525 shares 525$15.2K<0.01%+385Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 183 shares 183$15.1K<0.01%+2Timeline
ETXEATON VANCE MUN INCOME TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 758 shares; 2025Q1: 767 shares; 2025Q2: 777 shares; 2025Q3: 787 shares; 2025Q4: 796 shares 796$14.9K<0.01%+9Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 1,225 shares; 2025Q1: 1,200 shares; 2025Q2: 700 shares; 2025Q3: 200 shares; 2025Q4: 250 shares 250$14.9K<0.01%+50Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$14.8K<0.01%0Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 30 shares; 2025Q1: 95 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 134 shares 134$14.8K<0.01%+9Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 90 shares; 2025Q1: 105 shares; 2025Q2: 170 shares; 2025Q3: 370 shares; 2025Q4: 395 shares 395$14.8K<0.01%+25Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 186 shares; 2025Q1: 521 shares; 2025Q2: 153 shares; 2025Q3: 1,424 shares; 2025Q4: 489 shares 489$14.8K<0.01%-935Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 25 shares; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 45 shares; 2025Q4: 50 shares 50$14.7K<0.01%+5Timeline
RSKDRISKIFIED 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: 3,200 shares; 2025Q4: 2,950 shares 2,950$14.7K<0.01%-250Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 32 shares; 2025Q3: 103 shares; 2025Q4: 103 shares 103$14.6K<0.01%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,516 shares; 2024Q4: 11,197 shares; 2025Q1: 10,199 shares; 2025Q2: 9,911 shares; 2025Q3: 9,883 shares; 2025Q4: 385 shares 385$14.6K<0.01%-9,498Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares 1,177$14.6K<0.01%0Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 1 shares; 2025Q3: 5 shares; 2025Q4: 30 shares 30$14.6K<0.01%+25Timeline
TXNMTXNM ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 70 shares; 2025Q1: 120 shares; 2025Q2: 190 shares; 2025Q3: 186 shares; 2025Q4: 246 shares 246$14.5K<0.01%+60Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 181 shares; 2025Q4: 245 shares 245$14.5K<0.01%+64Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 743 shares; 2025Q1: 511 shares; 2025Q2: 691 shares; 2025Q3: 653 shares; 2025Q4: 610 shares 610$14.4K<0.01%-43Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 65 shares; 2025Q2: 60 shares; 2025Q3: 92 shares; 2025Q4: 167 shares 167$14.4K<0.01%+75Timeline
ENORISHARES 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$14.4K<0.01%0Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 640 shares; 2025Q3: 686 shares; 2025Q4: 604 shares 604$14.4K<0.01%-82Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 5 shares; 2025Q3: 154 shares; 2025Q4: 131 shares 131$14.4K<0.01%-23Timeline
DRHDIAMONDROCK HOSPITALITY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 225 shares; 2025Q1: 270 shares; 2025Q2: 205 shares; 2025Q3: 763 shares; 2025Q4: 1,599 shares 1,599$14.3K<0.01%+836Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 55 shares; 2025Q1: 95 shares; 2025Q2: 130 shares; 2025Q3: 134 shares; 2025Q4: 179 shares 179$14.3K<0.01%+45Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330$14.3K<0.01%0Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 11 shares; 2025Q1: 27 shares; 2025Q2: 23 shares; 2025Q3: 35 shares; 2025Q4: 87 shares 87$14.3K<0.01%+52Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 171 shares; 2025Q1: 86 shares; 2025Q2: 137 shares; 2025Q3: 132 shares; 2025Q4: 185 shares 185$14.3K<0.01%+53Timeline
IAFABRDN AUSTRALIA EQUITY FD INQuarterly shares; oldest 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: 1,103 shares 1,103$14.3K<0.01%newTimeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares 739$14.2K<0.01%0Timeline
ABRARBOR REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 195 shares; 2025Q1: 115 shares; 2025Q2: 240 shares; 2025Q3: 3,275 shares; 2025Q4: 1,831 shares 1,831$14.2K<0.01%-1,444Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 821 shares; 2025Q1: 951 shares; 2025Q2: 846 shares; 2025Q3: 796 shares; 2025Q4: 797 shares 797$14.2K<0.01%+1Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 130 shares; 2025Q1: 195 shares; 2025Q2: 229 shares; 2025Q3: 386 shares; 2025Q4: 426 shares 426$14.2K<0.01%+40Timeline
ROMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150$14.1K<0.01%0Timeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 170 shares; 2025Q1: 230 shares; 2025Q2: 170 shares; 2025Q3: 489 shares; 2025Q4: 743 shares 743$14K<0.01%+254Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 104 shares; 2025Q2: 85 shares; 2025Q3: 65 shares; 2025Q4: 70 shares 70$14K<0.01%+5Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 40 shares; 2025Q1: 50 shares; 2025Q2: 70 shares; 2025Q3: 79 shares; 2025Q4: 193 shares 193$14K<0.01%+114Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 20 shares; 2025Q1: 33 shares; 2025Q2: 27 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$14K<0.01%0Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 318 shares; 2025Q1: 435 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424$13.9K<0.01%0Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 28 shares; 2025Q1: 24 shares; 2025Q2: 49 shares; 2025Q3: 39 shares; 2025Q4: 41 shares 41$13.9K<0.01%+2Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 32 shares; 2025Q2: 47 shares; 2025Q3: 37 shares; 2025Q4: 39 shares 39$13.8K<0.01%+2Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares 164$13.7K<0.01%newTimeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 29 shares; 2025Q1: 40 shares; 2025Q2: 51 shares; 2025Q3: 41 shares; 2025Q4: 43 shares 43$13.7K<0.01%+2Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152$13.7K<0.01%0Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 457 shares; 2025Q4: 595 shares 595$13.7K<0.01%+138Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 1,312 shares; 2025Q4: 504 shares 504$13.7K<0.01%-808Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 52 shares 52$13.6K<0.01%+36Timeline
FRMEFIRST MERCHANTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 70 shares; 2025Q1: 105 shares; 2025Q2: 165 shares; 2025Q3: 247 shares; 2025Q4: 363 shares 363$13.6K<0.01%+116Timeline
DINOHF SINCLAIR 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: 15 shares; 2025Q3: 25 shares; 2025Q4: 295 shares 295$13.6K<0.01%+270Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 37 shares; 2025Q1: 48 shares; 2025Q2: 50 shares; 2025Q3: 72 shares; 2025Q4: 369 shares 369$13.6K<0.01%+297Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 79 shares; 2025Q1: 114 shares; 2025Q2: 93 shares; 2025Q3: 199 shares; 2025Q4: 106 shares 106$13.5K<0.01%-93Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 79 shares; 2025Q1: 213 shares; 2025Q2: 78 shares; 2025Q3: 239 shares; 2025Q4: 63 shares 63$13.5K<0.01%-176Timeline
EIMEATON VANCE MUN BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,265 shares; 2024Q4: 48,265 shares; 2025Q1: 38,304 shares; 2025Q2: 36,704 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390$13.5K<0.01%0Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 45 shares; 2025Q1: 220 shares; 2025Q2: 205 shares; 2025Q3: 190 shares; 2025Q4: 187 shares 187$13.5K<0.01%-3Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 105 shares; 2025Q2: 120 shares; 2025Q3: 138 shares; 2025Q4: 163 shares 163$13.5K<0.01%+25Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 200 shares; 2025Q1: 265 shares; 2025Q2: 395 shares; 2025Q3: 680 shares; 2025Q4: 659 shares 659$13.4K<0.01%-21Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 110 shares; 2025Q1: 165 shares; 2025Q2: 225 shares; 2025Q3: 175 shares; 2025Q4: 194 shares 194$13.4K<0.01%+19Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 105 shares; 2025Q1: 140 shares; 2025Q2: 160 shares; 2025Q3: 150 shares; 2025Q4: 176 shares 176$13.4K<0.01%+26Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 45 shares; 2025Q1: 85 shares; 2025Q2: 95 shares; 2025Q3: 80 shares; 2025Q4: 85 shares 85$13.4K<0.01%+5Timeline
MUCBLACKROCK MUNIHLDNGS CALIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,187 shares; 2025Q1: 1,204 shares; 2025Q2: 1,223 shares; 2025Q3: 1,242 shares; 2025Q4: 1,260 shares 1,260$13.4K<0.01%+18Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 105 shares; 2025Q1: 165 shares; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 167 shares 167$13.3K<0.01%+164Timeline
LEALEAR 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 shares; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 116 shares 116$13.3K<0.01%-361Timeline
NJRNEW JERSEY RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 135 shares; 2025Q1: 150 shares; 2025Q2: 170 shares; 2025Q3: 175 shares; 2025Q4: 287 shares 287$13.2K<0.01%+112Timeline
CNACNA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 277 shares 277$13.2K<0.01%-747Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 500 shares 500$13.2K<0.01%+386Timeline
SJTSAN JUAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,537 shares; 2025Q3: 2,337 shares; 2025Q4: 2,337 shares 2,337$13.1K<0.01%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 332 shares; 2025Q1: 429 shares; 2025Q2: 22,130 shares; 2025Q3: 30,375 shares; 2025Q4: 267 shares 267$13.1K<0.01%-30,108Timeline
AVNTAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 25 shares; 2025Q1: 130 shares; 2025Q2: 175 shares; 2025Q3: 324 shares; 2025Q4: 418 shares 418$13.1K<0.01%+94Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,810 shares; 2025Q1: 2,025 shares; 2025Q2: 1,714 shares; 2025Q3: 1,629 shares; 2025Q4: 1,679 shares 1,679$13K<0.01%+50Timeline
VMOINVESCO MUN OPPORTUNIT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,797 shares; 2024Q4: 68,707 shares; 2025Q1: 49,207 shares; 2025Q2: 45,207 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares 1,348$12.9K<0.01%0Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 71 shares; 2025Q1: 85 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 81 shares 81$12.9K<0.01%+4Timeline
HAEHAEMONETICS CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 60 shares; 2025Q1: 75 shares; 2025Q2: 110 shares; 2025Q3: 2 shares; 2025Q4: 159 shares 159$12.7K<0.01%+157Timeline
NBHCNATIONAL BK HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 20 shares; 2025Q1: 95 shares; 2025Q2: 65 shares; 2025Q3: 194 shares; 2025Q4: 334 shares 334$12.7K<0.01%+140Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 215 shares; 2025Q1: 275 shares; 2025Q2: 870 shares; 2025Q3: 800 shares; 2025Q4: 910 shares 910$12.6K<0.01%+110Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 26 shares; 2025Q4: 154 shares 154$12.6K<0.01%+128Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 125 shares; 2025Q1: 35 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 311 shares 311$12.6K<0.01%+31Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 16 shares; 2025Q1: 28 shares; 2025Q2: 33 shares; 2025Q3: 46 shares; 2025Q4: 60 shares 60$12.5K<0.01%+14Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares 600$12.4K<0.01%0Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 31 shares; 2025Q4: 32 shares 32$12.4K<0.01%+1Timeline
HOGHARLEY DAVIDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 2,461 shares; 2025Q4: 607 shares 607$12.4K<0.01%-1,854Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 70 shares; 2025Q3: 103 shares; 2025Q4: 403 shares 403$12.4K<0.01%+300Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 100 shares; 2025Q1: 80 shares; 2025Q2: 190 shares; 2025Q3: 150 shares; 2025Q4: 168 shares 168$12.4K<0.01%+18Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 403 shares; 2025Q1: 387 shares; 2025Q2: 321 shares; 2025Q3: 328 shares; 2025Q4: 317 shares 317$12.2K<0.01%-11Timeline

Options

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

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput1,000$614Knew

Sold out in Q4 2025

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

The largest 100 of 112. All 112

SecurityShares beforeValue beforeType
PNFPPINNACLE FINANCIAL PARTNERS10,907$1.02Mshares
KKELLANOVA12,044$988Kshares
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…24,250$608Kshares
AMCOR PLCAMCOR PLC29,945$245Kshares
PIONEER FLOATING RATE FUND IPIONEER FLOATING RATE FUND I24,100$240Kshares
UNILEVER PLCUNILEVER PLC2,554$151Kshares
EHCENCOMPASS HEALTH CORP710$90.2Kshares
AZNASTRAZENECA PLC-SPONS ADR1,117$85.7Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR1,417$84.6Kshares
ALEALLETE INC915$60.8Kshares
LNWOLIGHT & WONDER INC686$57.6Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS1,900$53Kshares
VOXVANGUARD WORLD FD112$21Kshares
IPAYAMPLIFY ETF TR310$17.7Kshares
ABERDEENABERDEEN3,309$15.2Kshares
EATON VANCE CALIFORNIA MUNI…EATON VANCE CALIFORNIA MUNI BO1,537$14.6Kshares
ROUNDHILLROUNDHILL2,572$14.1Kshares
XPCQXPIMCO CALIF MUN INCOME FD1,404$12.2Kshares
IDLVINVESCO EXCH TRADED FD TR II350$11.7Kshares
CUSHMAN & WAKEFIELD UK HOLDCCUSHMAN & WAKEFIELD UK HOLDC550$8.76Kshares
AZA2Z CUST2MATE SOLUTIONS CORP1,000$7.99Kshares
LILI AUTO INC310$7.86Kshares
PREMIER INCPREMIER INC261$7.26Kshares
HANESBRANDS INCHANESBRANDS INC1,025$6.75Kshares
AKROAKERO THERAPEUTICS INC120$5.7Kshares
ZIMVIE INCZIMVIE INC282$5.34Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS70$5.34Kshares
VERITEX HLDGS INCVERITEX HLDGS INC145$4.86Kshares
XLCSELECT SECTOR SPDR TR41$4.85Kshares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC180$4.44Kshares
IPGPIPG PHOTONICS CORP55$4.36Kshares
QIAGEN N.V.QIAGEN N.V.97$4.33Kshares
BITOPROSHARES TR220$4.33Kshares
HSIIHEIDRICK & STRUGGLES INTL IN84$4.18Kshares
89BIO INC89BIO INC260$3.82Kshares
VERINT SYS INCVERINT SYS INC185$3.75Kshares
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC370$3.68Kshares
UBER TECHNOLOGIES INCUBER TECHNOLOGIES INC3,000$3.65Kshares
EEMAISHARES INC38$3.49Kshares
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO338$3.44Kshares
INDIVIOR PLCINDIVIOR PLC140$3.38Kshares
VPLVANGUARD INTL EQUITY INDEX F38$3.34Kshares
IGMISHARES TR25$3.15Kshares
PGREPARAMOUNT GROUP INC475$3.11Kshares
DEXCOM INCDEXCOM INC3,000$2.98Kshares
VIMEO INCVIMEO INC355$2.75Kshares
MTSRMETSERA INC51$2.67Kshares
ACHCACADIA HEALTHCARE COMPANY IN105$2.6Kshares
SCSSTEELCASE INC-CLASS A151$2.6Kshares
QVCAQQVC GROUP INC181$2.44Kshares
PJULINNOVATOR ETFS TRUST52$2.37Kshares
LXPLXP INDUSTRIAL TRUST260$2.33Kshares
ODPTHE ODP CORP82$2.28Kshares
PROPROS Holdings Inc94$2.15Kshares
Tourmaline Bio IncTourmaline Bio Inc45$2.15Kshares
SPRSPIRIT AEROSYSTEMS HLDGS INC55$2.12Kshares
POTBELLY CORPPOTBELLY CORP105$1.79Kshares
MERIDIANLINK INCMERIDIANLINK INC85$1.69Kshares
IVERSIFIED ENERGY COMPANY PIVERSIFIED ENERGY COMPANY P115$1.61Kshares
NUNU HLDGS LTD100$1.6Kcall
MRC GLOBAL INCMRC GLOBAL INC110$1.59Kshares
UTZUTZ BRANDS INC130$1.58Kshares
MAC Copper LtdMAC Copper Ltd125$1.53Kshares
Vital Energy IncVital Energy Inc90$1.52Kshares
PROVIDENT BANCORP INCPROVIDENT BANCORP INC120$1.5Kshares
CNNECANNAE HLDGS INC80$1.47Kshares
ANGIANGI INC90$1.46Kshares
CHART INDS INCCHART INDS INC20$1.42Kshares
OLNOLIN CORP56$1.4Kshares
HARBORONE BANCORP INC NEWHARBORONE BANCORP INC NEW100$1.36Kshares
TMCITREACE MED CONCEPTS INC195$1.31Kshares
MR COOPER GROUP INCMR COOPER GROUP INC6$1.26Kshares
JANXJANUX THERAPEUTICS INC50$1.22Kshares
BRYBerry Corp295$1.11Kshares
HPPHUDSON PAC PPTYS INC390$1.08Kshares
PDD HOLDINGS INCPDD HOLDINGS INC1,000$991shares
CHHCHOICE HOTELS INTL INC9$962shares
XSDSPDR SERIES TRUST3$957shares
SHENSHENANDOAH TELECOMMUNICATION70$939shares
TRCTEJON RANCH CO58$927shares
ARCTARCTURUS THERAPEUTICS HLDGS45$829shares
CRMDCORMEDIX INC70$814shares
PJANINNOVATOR ETFS TRUST16$733shares
COFSCHOICEONE FINANCIA25$724shares
RZLVREZOLVE AI PLC125$623shares
BOCBOSTON OMAHA CORP40$523shares
LLYVALIBERTY MEDIA CORP5$472shares
LEGHLEGACY HOUSING CORP15$413shares
SEATVIVID SEATS INC20$332shares
LAKELAKELAND INDS INC20$296shares
LLYVKLIBERTY MEDIA CORP DEL3$291shares
SAROSTANDARDAERO INC10$273shares
ATAIBECKLEY INCATAIBECKLEY INC50$265shares
ULHUNIVERSAL LOGISTICS HLDGS IN10$234shares
INFORMATICA INCINFORMATICA INC9$224shares
KIDSORTHOPEDIATRICS CORP10$185shares
TILRAY INCTILRAY INC101$175shares
FRHCFREEDOM HOLDING CORP1$172shares
BTBTBIT DIGITAL INC55$165shares
LOARLOAR HOLDINGS INC2$160shares

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 0001104659-26-012215 base2026-02-10acceptance time not in the bulk data set