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Spire Wealth Management

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13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $2,986,055,473 across 2,298 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 25.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-26-000001

Period
2025-12-31
Reported value
$2.99B
Holdings
2,298
Top 10 weight
25.64%
New
150
Sold out
209

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SSOadded+199,144$11.5M
XLKadded+79,209$11.4M
NFLXadded+120,109$11.3M
XBIadded+62,717$7.65M
SCCOadded+45,375$6.51M

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
JPSTreduced-916,529-$46.4M
UBERreduced-87,839-$7.18M
VOTreduced-24,992-$6.98M
ADBEreduced-15,821-$5.54M
GEVreduced-8,349-$5.46M

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 0001858740-26-000001, largest first. % of portfolio is the value over $2,986,055,473, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BBCAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205$19.1K<0.01%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 658 shares; 2025Q1: 496 shares; 2025Q2: 438 shares; 2025Q3: 588 shares; 2025Q4: 590 shares 590$19.1K<0.01%+2Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 410 shares; 2025Q1: 244 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 232 shares 232$19K<0.01%+3Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,660 shares; 2025Q1: 2,870 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 700 shares 700$19K<0.01%-2,370Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 44 shares; 2025Q1: 152 shares; 2025Q2: 56 shares; 2025Q3: 55 shares; 2025Q4: 181 shares 181$18.9K<0.01%+126Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 166 shares; 2025Q1: 170 shares; 2025Q2: 162 shares; 2025Q3: 163 shares; 2025Q4: 150 shares 150$18.9K<0.01%-13Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604$18.9K<0.01%0Timeline
RCIROGERS COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$18.9K<0.01%0Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 116 shares 116$18.7K<0.01%+1Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 328 shares; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 337 shares 337$18.6K<0.01%+5Timeline
SWBISMITH & WESSON BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,820 shares; 2025Q1: 1,836 shares; 2025Q2: 1,851 shares; 2025Q3: 1,870 shares; 2025Q4: 1,885 shares 1,885$18.6K<0.01%+15Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 6,208 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 1,210 shares 1,210$18.6K<0.01%-4,708Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,109 shares; 2024Q4: 19,808 shares; 2025Q1: 19,641 shares; 2025Q2: 15,387 shares; 2025Q3: 222 shares; 2025Q4: 409 shares 409$18.5K<0.01%+187Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 1,020 shares; 2025Q1: 1,029 shares; 2025Q2: 782 shares; 2025Q3: 792 shares; 2025Q4: 805 shares 805$18.5K<0.01%+13Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 361 shares; 2025Q1: 170 shares; 2025Q2: 53 shares; 2025Q3: 148 shares; 2025Q4: 103 shares 103$18.3K<0.01%-45Timeline
MSMLISHARES 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: 91 shares; 2025Q3: 91 shares; 2025Q4: 281 shares 281$18.3K<0.01%+190Timeline
IHSIHS HOLDING LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 566 shares; 2025Q3: 319 shares; 2025Q4: 2,445 shares 2,445$18.2K<0.01%+2,126Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 282 shares; 2025Q3: 179 shares; 2025Q4: 77 shares 77$18.1K<0.01%-102Timeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 8,300 shares; 2025Q1: 9,130 shares; 2025Q2: 12,750 shares; 2025Q3: 13,460 shares; 2025Q4: 3,400 shares 3,400$18.1K<0.01%-10,060Timeline
HAPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 300 shares 300$18K<0.01%-205Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 69 shares; 2025Q4: 88 shares 88$18K<0.01%+19Timeline
PNFPPINNACLE FINANCIAL PARTNERSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 472 shares; 2025Q3: 761 shares; 2025Q4: 188 shares 188$17.9K<0.01%-573Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 1,857 shares 1,857$17.9K<0.01%+1,283Timeline
ICOPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 625 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$17.7K<0.01%0Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,004 shares; 2025Q4: 1,020 shares 1,020$17.7K<0.01%+16Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 96 shares 96$17.7K<0.01%-17Timeline
KODKODIAK SCIENCES 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: 633 shares; 2025Q4: 633 shares 633$17.7K<0.01%0Timeline
FFSMFIDELITY 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: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574$17.6K<0.01%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 5,745 shares; 2025Q1: 4,875 shares; 2025Q2: 9,379 shares; 2025Q3: 4,914 shares; 2025Q4: 688 shares 688$17.6K<0.01%-4,226Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 151 shares; 2025Q1: 132 shares; 2025Q2: 70 shares; 2025Q3: 128 shares; 2025Q4: 81 shares 81$17.6K<0.01%-47Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 269 shares 269$17.5K<0.01%+2Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 931 shares; 2025Q1: 438 shares; 2025Q2: 248 shares; 2025Q3: 484 shares; 2025Q4: 446 shares 446$17.4K<0.01%-38Timeline
FDMOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 207 shares; 2025Q4: 207 shares 207$17.4K<0.01%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 21,499 shares; 2025Q1: 3,420 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400$17.3K<0.01%0Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 72 shares; 2025Q2: 335 shares; 2025Q3: 659 shares; 2025Q4: 172 shares 172$17.3K<0.01%-487Timeline
QDELQUIDELORTHO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,661 shares; 2025Q1: 1,739 shares; 2025Q2: 1,725 shares; 2025Q3: 1,761 shares; 2025Q4: 603 shares 603$17.2K<0.01%-1,158Timeline
WTFCWINTRUST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares 123$17.2K<0.01%newTimeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 2,184 shares; 2025Q3: 686 shares; 2025Q4: 773 shares 773$17.2K<0.01%+87Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8$17.2K<0.01%0Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 1,726 shares; 2025Q4: 1,120 shares 1,120$17.1K<0.01%-606Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,340 shares; 2025Q1: 1,634 shares; 2025Q2: 590 shares; 2025Q3: 398 shares; 2025Q4: 269 shares 269$17.1K<0.01%-129Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 5,988 shares; 2025Q1: 5,624 shares; 2025Q2: 7,741 shares; 2025Q3: 7,766 shares; 2025Q4: 2,386 shares 2,386$17.1K<0.01%-5,380Timeline
TESLSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 986 shares 986$17K<0.01%+274Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 205 shares 205$17K<0.01%-3Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 52 shares; 2025Q3: 485 shares; 2025Q4: 38 shares 38$16.9K<0.01%-447Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 242 shares 242$16.8K<0.01%+6Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares 89$16.7K<0.01%0Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500$16.7K<0.01%newTimeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 1,029 shares; 2025Q4: 215 shares 215$16.7K<0.01%-814Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 14,811 shares; 2025Q3: 549 shares; 2025Q4: 503 shares 503$16.6K<0.01%-46Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,385 shares; 2025Q1: 1,417 shares; 2025Q2: 1,449 shares; 2025Q3: 1,480 shares; 2025Q4: 1,510 shares 1,510$16.6K<0.01%+30Timeline
DRNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,902 shares; 2025Q3: 1,927 shares; 2025Q4: 1,938 shares 1,938$16.5K<0.01%+11Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524$16.5K<0.01%0Timeline
PDXPIMCO DYNAMIC INCOME STRATEGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 10,117 shares; 2025Q1: 10,212 shares; 2025Q2: 11,308 shares; 2025Q3: 6,884 shares; 2025Q4: 875 shares 875$16.4K<0.01%-6,009Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 63 shares; 2025Q2: 51 shares; 2025Q3: 81 shares; 2025Q4: 67 shares 67$16.4K<0.01%-14Timeline
AVAHAVEANNA HEALTHCARE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$16.3K<0.01%0Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 502 shares; 2025Q4: 503 shares 503$16.3K<0.01%+1Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: 3,508 shares; 2025Q3: 4,597 shares; 2025Q4: 1,423 shares 1,423$16.3K<0.01%-3,174Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 174 shares; 2025Q2: 605 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99$16.2K<0.01%0Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,622 shares; 2024Q4: 1,228 shares; 2025Q1: 933 shares; 2025Q2: 310 shares; 2025Q3: 312 shares; 2025Q4: 197 shares 197$16.1K<0.01%-115Timeline
BFSSAUL CTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512$16.1K<0.01%0Timeline
CAPEDOUBLELINE 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$16.1K<0.01%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 2,341 shares; 2025Q2: 2,700 shares; 2025Q3: 2,762 shares; 2025Q4: 126 shares 126$16.1K<0.01%-2,636Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 79 shares 79$16.1K<0.01%+64Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 490 shares; 2025Q2: 496 shares; 2025Q3: 502 shares; 2025Q4: 508 shares 508$16K<0.01%+6Timeline
JGLOJ 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: 44 shares; 2025Q1: 80 shares; 2025Q2: 88 shares; 2025Q3: 237 shares; 2025Q4: 236 shares 236$16K<0.01%-1Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares 200$15.9K<0.01%+100Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,353 shares; 2025Q1: 2,471 shares; 2025Q2: 595 shares; 2025Q3: 705 shares; 2025Q4: 367 shares 367$15.9K<0.01%-338Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 615 shares; 2025Q2: 643 shares; 2025Q3: 663 shares; 2025Q4: 357 shares 357$15.8K<0.01%-306Timeline
JOETVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 375 shares 375$15.8K<0.01%0Timeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 604 shares; 2025Q3: 611 shares; 2025Q4: 619 shares 619$15.5K<0.01%+8Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 804 shares; 2025Q1: 887 shares; 2025Q2: 539 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472$15.5K<0.01%0Timeline
FERFERROVIAL 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: 239 shares 239$15.4K<0.01%newTimeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188$15.4K<0.01%0Timeline
XETYXEATON VANCE TAX-MANAGED DIVEQuarterly 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$15.3K<0.01%0Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,060 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 567 shares 567$15.3K<0.01%+490Timeline
SANMSANMINA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 101 shares 101$15.2K<0.01%0Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$15.1K<0.01%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 3,863 shares; 2025Q1: 2,047 shares; 2025Q2: 183 shares; 2025Q3: 105 shares; 2025Q4: 137 shares 137$15.1K<0.01%+32Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 174 shares; 2025Q4: 75 shares 75$15.1K<0.01%-99Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 668 shares; 2025Q1: 404 shares; 2025Q2: 172 shares; 2025Q3: 682 shares; 2025Q4: 1,083 shares 1,083$15.1K<0.01%+401Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 780 shares; 2025Q1: 706 shares; 2025Q2: 277 shares; 2025Q3: 284 shares; 2025Q4: 251 shares 251$15.1K<0.01%-33Timeline
EPRTESSENTIAL PPTYS RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares 506$15K<0.01%newTimeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 532 shares; 2025Q1: 340 shares; 2025Q2: 360 shares; 2025Q3: 412 shares; 2025Q4: 324 shares 324$14.9K<0.01%-88Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares 484$14.9K<0.01%newTimeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares 273$14.8K<0.01%newTimeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 301 shares; 2025Q1: 2,200 shares; 2025Q2: 96 shares; 2025Q3: 92 shares; 2025Q4: 81 shares 81$14.8K<0.01%-11Timeline
CNNECANNAE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 4,100 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 940 shares 940$14.8K<0.01%-2,920Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 352 shares; 2025Q2: 308 shares; 2025Q3: 317 shares; 2025Q4: 226 shares 226$14.7K<0.01%-91Timeline
NUTXNUTEX HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares 89$14.7K<0.01%newTimeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 130 shares; 2025Q1: 81 shares; 2025Q2: 74 shares; 2025Q3: 100 shares; 2025Q4: 119 shares 119$14.6K<0.01%+19Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,425 shares; 2025Q1: 1,324 shares; 2025Q2: 896 shares; 2025Q3: 121 shares; 2025Q4: 19 shares 19$14.6K<0.01%-102Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 77 shares; 2025Q1: 135 shares; 2025Q2: 176 shares; 2025Q3: 245 shares; 2025Q4: 559 shares 559$14.6K<0.01%+314Timeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares 734$14.5K<0.01%newTimeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 150 shares; 2025Q4: 370 shares 370$14.5K<0.01%+220Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,360 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 2,600 shares 2,600$14.5K<0.01%-8,200Timeline
HGHAMILTON INSURANCE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,985 shares; 2025Q1: 2,385 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 520 shares 520$14.5K<0.01%-1,725Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 1,359 shares; 2025Q2: 521 shares; 2025Q3: 260 shares; 2025Q4: 265 shares 265$14.5K<0.01%+5Timeline
PKOHPARK-OHIO HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,714 shares; 2025Q1: 2,839 shares; 2025Q2: 2,697 shares; 2025Q3: 2,722 shares; 2025Q4: 690 shares 690$14.4K<0.01%-2,032Timeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 389 shares; 2025Q1: 388 shares; 2025Q2: 358 shares; 2025Q3: 353 shares; 2025Q4: 91 shares 91$14.4K<0.01%-262Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$14.4K<0.01%0Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares 91$14.3K<0.01%newTimeline
NNAVWNEXTNAV 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$14.3K<0.01%0Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 384 shares; 2025Q1: 390 shares; 2025Q2: 417 shares; 2025Q3: 405 shares; 2025Q4: 414 shares 414$14.3K<0.01%+9Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 556 shares; 2025Q1: 467 shares; 2025Q2: 181 shares; 2025Q3: 131 shares; 2025Q4: 180 shares 180$14.3K<0.01%+49Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,013 shares; 2025Q4: 889 shares 889$14.2K<0.01%-124Timeline
BBAXJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251$14.1K<0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 47 shares; 2025Q3: 99 shares; 2025Q4: 128 shares 128$14.1K<0.01%+29Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,297 shares; 2025Q1: 2,488 shares; 2025Q2: 1,356 shares; 2025Q3: 1,304 shares; 2025Q4: 343 shares 343$14.1K<0.01%-961Timeline
BYRNBYRNA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 550 shares; 2025Q3: 836 shares; 2025Q4: 836 shares 836$14K<0.01%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 143 shares 143$13.9K<0.01%+64Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 136 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 57 shares 57$13.9K<0.01%-17Timeline
FFTYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$13.9K<0.01%0Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 349 shares; 2025Q1: 12,291 shares; 2025Q2: 544 shares; 2025Q3: 1,521 shares; 2025Q4: 567 shares 567$13.9K<0.01%-954Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares 96$13.8K<0.01%0Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 1,295 shares; 2025Q1: 17,156 shares; 2025Q2: 88 shares; 2025Q3: 183 shares; 2025Q4: 153 shares 153$13.8K<0.01%-30Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 283 shares 283$13.7K<0.01%-648Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 4,915 shares; 2025Q1: 5,047 shares; 2025Q2: 2,001 shares; 2025Q3: 3,076 shares; 2025Q4: 195 shares 195$13.7K<0.01%-2,881Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 69 shares; 2025Q4: 69 shares 69$13.7K<0.01%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 23,224 shares; 2025Q1: 5,417 shares; 2025Q2: 9,639 shares; 2025Q3: 437 shares; 2025Q4: 463 shares 463$13.7K<0.01%+26Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares 567$13.6K<0.01%newTimeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 3,946 shares; 2025Q1: 3,874 shares; 2025Q2: 3,586 shares; 2025Q3: 3,400 shares; 2025Q4: 800 shares 800$13.6K<0.01%-2,600Timeline
RSRELIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares 47$13.6K<0.01%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,200 shares; 2025Q2: 587 shares; 2025Q3: 558 shares; 2025Q4: 600 shares 600$13.4K<0.01%+42Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,405 shares; 2025Q3: 1,680 shares; 2025Q4: 400 shares 400$13.3K<0.01%-1,280Timeline
CSWCCAPITAL SOUTHWEST CORPQuarterly 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$13.3K<0.01%0Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 543 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 85 shares 85$13.2K<0.01%-315Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,217 shares; 2025Q1: 1,205 shares; 2025Q2: 1,211 shares; 2025Q3: 1,077 shares; 2025Q4: 822 shares 822$13.2K<0.01%-255Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 6,830 shares; 2025Q3: 7,670 shares; 2025Q4: 1,800 shares 1,800$13.2K<0.01%-5,870Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 277 shares 277$13K<0.01%-727Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 75 shares 75$13K<0.01%+34Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,751 shares; 2025Q1: 97 shares; 2025Q2: 99 shares; 2025Q3: 96 shares; 2025Q4: 105 shares 105$13K<0.01%+9Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares 1,302$13K<0.01%0Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293$12.9K<0.01%0Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 203 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 63 shares 63$12.8K<0.01%+2Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199$12.7K<0.01%0Timeline
IHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 4,568 shares; 2025Q1: 4,565 shares; 2025Q2: 4,055 shares; 2025Q3: 2,855 shares; 2025Q4: 150 shares 150$12.7K<0.01%-2,705Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$12.7K<0.01%0Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 429 shares; 2025Q1: 518 shares; 2025Q2: 13,518 shares; 2025Q3: 469 shares; 2025Q4: 1,519 shares 1,519$12.7K<0.01%+1,050
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 263 shares 263$12.6K<0.01%+1Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,272 shares; 2024Q4: 24,272 shares; 2025Q1: 24,272 shares; 2025Q2: 165 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156$12.5K<0.01%0Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 279 shares; 2025Q4: 1,599 shares 1,599$12.4K<0.01%+1,320Timeline
GNLGLOBAL NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,286 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446$12.4K<0.01%0Timeline
LGHNORTHERN LTS FD TR IIIQuarterly 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$12.4K<0.01%0Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,348 shares; 2025Q1: 1,983 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares 1,833$12.4K<0.01%0Timeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,103 shares; 2025Q1: 986 shares; 2025Q2: 844 shares; 2025Q3: 821 shares; 2025Q4: 793 shares 793$12.4K<0.01%-28Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,867 shares; 2024Q4: 28,598 shares; 2025Q1: 515 shares; 2025Q2: 123 shares; 2025Q3: 85 shares; 2025Q4: 79 shares 79$12.3K<0.01%-6Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 184 shares; 2025Q1: 102 shares; 2025Q2: 109 shares; 2025Q3: 111 shares; 2025Q4: 113 shares 113$12.3K<0.01%+2Timeline
SOBOSOUTH BOW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 434 shares; 2025Q2: 214 shares; 2025Q3: 553 shares; 2025Q4: 440 shares 440$12.1K<0.01%-113Timeline
ARTYISHARES 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: 150 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$12K<0.01%0Timeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100$12K<0.01%0Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 23,150 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$11.9K<0.01%0Timeline
TFSLTFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 818 shares; 2025Q1: 837 shares; 2025Q2: 855 shares; 2025Q3: 873 shares; 2025Q4: 891 shares 891$11.9K<0.01%+18Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 97 shares; 2025Q1: 169 shares; 2025Q2: 37 shares; 2025Q3: 84 shares; 2025Q4: 79 shares 79$11.9K<0.01%-5Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,666 shares; 2025Q1: 1,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares 225$11.8K<0.01%newTimeline
RUSHBRUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 210 shares 210$11.8K<0.01%-597Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 351 shares; 2025Q1: 416 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 95 shares 95$11.8K<0.01%-300Timeline
BSRRSIERRA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 360 shares 360$11.8K<0.01%-1,185Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 123 shares; 2025Q4: 80 shares 80$11.7K<0.01%-43Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 143 shares; 2025Q1: 373 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 143 shares 143$11.7K<0.01%-84Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 2,753 shares; 2025Q1: 2,553 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 523 shares 523$11.7K<0.01%-1,860Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares 241$11.6K<0.01%0Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 117 shares; 2025Q1: 278 shares; 2025Q2: 49 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68$11.6K<0.01%0Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 428 shares; 2025Q4: 391 shares 391$11.5K<0.01%-37Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 239 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 137 shares 137$11.4K<0.01%+12Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408$11.3K<0.01%0Timeline
PSFEPAYSAFE LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: 2,845 shares; 2025Q2: 3,795 shares; 2025Q3: 3,810 shares; 2025Q4: 1,400 shares 1,400$11.3K<0.01%-2,410Timeline
EXKENDEAVOUR 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: not reported; 2025Q4: 1,200 shares 1,200$11.3K<0.01%newTimeline
SOCLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204$11.3K<0.01%0Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 126 shares 126$11.3K<0.01%+1Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 2,103 shares; 2025Q1: 2,096 shares; 2025Q2: 1,596 shares; 2025Q3: 1,326 shares; 2025Q4: 1,391 shares 1,391$11.2K<0.01%+65Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 775 shares; 2025Q1: 819 shares; 2025Q2: 720 shares; 2025Q3: 673 shares; 2025Q4: 259 shares 259$11.2K<0.01%-414Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 149 shares; 2025Q4: 148 shares 148$11.2K<0.01%-1Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 244 shares 244$11.2K<0.01%0Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122$11.1K<0.01%0Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 268 shares; 2025Q2: 195 shares; 2025Q3: 458 shares; 2025Q4: 423 shares 423$11K<0.01%-35Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 912 shares; 2025Q1: 859 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 38 shares 38$11K<0.01%-30Timeline
RPAYREPAY HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 4,990 shares; 2025Q1: 7,610 shares; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares; 2025Q4: 3,000 shares 3,000$10.9K<0.01%-7,970Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$10.9K<0.01%0Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$10.8K<0.01%0Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 308 shares; 2025Q4: 300 shares 300$10.8K<0.01%-8Timeline
INSEINSPIRED ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,195 shares; 2025Q3: 4,305 shares; 2025Q4: 1,150 shares 1,150$10.8K<0.01%-3,155Timeline
CNEQTHE ALGER 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: 229 shares; 2025Q4: 312 shares 312$10.7K<0.01%+83Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$10.7K<0.01%0Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,280 shares; 2025Q1: 8,320 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 1,900 shares 1,900$10.6K<0.01%-6,050Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 202 shares 202$10.6K<0.01%+2Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 63 shares; 2025Q1: 35 shares; 2025Q2: 22 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35$10.6K<0.01%0Timeline
NTSTNETSTREIT CORPQuarterly 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$10.6K<0.01%0Timeline
IYCISHARES 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: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100$10.3K<0.01%newTimeline
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: 180 shares; 2025Q3: not reported; 2025Q4: 2,058 shares 2,058$10.3K<0.01%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 211 shares; 2025Q1: 210 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 262 shares 262$10.3K<0.01%+20Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$10.2K<0.01%0Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 635 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 150 shares 150$10.2K<0.01%-455Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535$10.1K<0.01%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 639 shares; 2025Q1: 1,810 shares; 2025Q2: 406 shares; 2025Q3: 58 shares; 2025Q4: 63 shares 63$10K<0.01%+5Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352$10K<0.01%0Timeline
BLACKROCK MUNIHOLDINGS QUAL…BLACKROCK MUNIHOLDINGS QUALITYQuarterly 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$10K<0.01%0
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 616 shares; 2025Q1: 490 shares; 2025Q2: 101 shares; 2025Q3: 234 shares; 2025Q4: 234 shares 234$9.99K<0.01%0Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 93 shares; 2025Q1: 82 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 67 shares 67$9.96K<0.01%+2Timeline
GLOFISHARES 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: 187 shares; 2025Q4: 189 shares 189$9.96K<0.01%+2Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 210 shares 210$9.95K<0.01%-100Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 1,254 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares 1,061$9.92K<0.01%0Timeline
JTEKJ 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: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$9.91K<0.01%0Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125$9.89K<0.01%0Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 565 shares; 2025Q3: 559 shares; 2025Q4: 165 shares 165$9.86K<0.01%-394Timeline
IWMINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares 202$9.85K<0.01%newTimeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 829 shares 829$9.83K<0.01%+52Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 274 shares 274$9.77K<0.01%+3Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 92 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94$9.73K<0.01%0Timeline
BTOHANCOCK JOHN FINL OPPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 463 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277$9.72K<0.01%0Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 214 shares; 2025Q4: 214 shares 214$9.72K<0.01%0Timeline
MAGAETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189$9.71K<0.01%0Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194$9.68K<0.01%0Timeline
MSTXTIDAL TR II DEFIANCE DAILY TARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 400 shares; 2025Q4: 2,500 shares 2,500$9.62K<0.01%+2,100Timeline
XBMEXBLACKROCK HEALTH SCIENCES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 234 shares 234$9.62K<0.01%+46Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 4,259 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares 294$9.62K<0.01%0Timeline
AIRAAR CORPQuarterly 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$9.6K<0.01%0Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares 311$9.56K<0.01%0Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 126 shares; 2025Q4: 111 shares 111$9.5K<0.01%-15Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,050 shares; 2025Q1: 2,425 shares; 2025Q2: 965 shares; 2025Q3: 732 shares; 2025Q4: 409 shares 409$9.49K<0.01%-323Timeline
GAMRAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104$9.46K<0.01%0Timeline
AVXLANAVEX LIFE SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares 2,645$9.42K<0.01%0Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,393 shares; 2025Q1: 3,758 shares; 2025Q2: 3,528 shares; 2025Q3: 5,093 shares; 2025Q4: 1,353 shares 1,353$9.4K<0.01%-3,740Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 67 shares; 2025Q1: 56 shares; 2025Q2: 71 shares; 2025Q3: 83 shares; 2025Q4: 60 shares 60$9.37K<0.01%-23Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,125 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,250 shares; 2025Q4: 483 shares 483$9.36K<0.01%-767Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 227 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205$9.36K<0.01%0Timeline
EDCDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 169 shares; 2025Q3: 171 shares; 2025Q4: 171 shares 171$9.34K<0.01%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 5,110 shares; 2025Q2: 6,150 shares; 2025Q3: 7,320 shares; 2025Q4: 1,400 shares 1,400$9.34K<0.01%-5,920Timeline
LUCKLUCKY STRIKE ENTERTAINMENT CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,610 shares; 2025Q1: 4,820 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 1,100 shares 1,100$9.32K<0.01%-3,470Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 87 shares; 2025Q1: 88 shares; 2025Q2: 84 shares; 2025Q3: 92 shares; 2025Q4: 105 shares 105$9.31K<0.01%+13Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 310 shares 310$9.31K<0.01%-1,030Timeline
GOFGUGGENHEIM STRATEGIC OPPORTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,708 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722$9.3K<0.01%0Timeline
FLDRFIDELITY MERRIMACK 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: 778 shares; 2025Q2: 133 shares; 2025Q3: 175 shares; 2025Q4: 185 shares 185$9.29K<0.01%+10Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 9,975 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115$9.29K<0.01%0Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,804 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$9.26K<0.01%0Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 315 shares 315$9.24K<0.01%-745Timeline
OSURORASURE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,010 shares; 2025Q2: 15,110 shares; 2025Q3: 15,110 shares; 2025Q4: 3,800 shares 3,800$9.2K<0.01%-11,310Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 52 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250$9.19K<0.01%0Timeline
IGBHISHARES U S 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: 359 shares; 2025Q2: 363 shares; 2025Q3: 367 shares; 2025Q4: 371 shares 371$9.15K<0.01%+4Timeline
ETOEATON VANCE TAX-ADVANTAGED GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$9.11K<0.01%0Timeline
VCLTVANGUARD 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: not reported; 2025Q3: not reported; 2025Q4: 120 shares 120$9.1K<0.01%newTimeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 935 shares; 2025Q3: 956 shares; 2025Q4: 964 shares 964$9.09K<0.01%+8Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 27 shares 27$9.09K<0.01%+16Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$9.08K<0.01%0Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 193 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares 44$9.07K<0.01%newTimeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145$9.04K<0.01%0Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$9.04K<0.01%0Timeline
GLREGREENLIGHT CAP RE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,235 shares; 2025Q1: 2,685 shares; 2025Q2: 2,545 shares; 2025Q3: 2,730 shares; 2025Q4: 620 shares 620$9.04K<0.01%-2,110Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,985 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 1,875 shares; 2025Q4: 404 shares 404$8.95K<0.01%-1,471Timeline
CLMTCALUMET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450$8.94K<0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 333 shares; 2025Q1: 292 shares; 2025Q2: 53 shares; 2025Q3: 58 shares; 2025Q4: 56 shares 56$8.93K<0.01%-2Timeline
EETPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$8.9K<0.01%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares 79$8.88K<0.01%newTimeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$8.88K<0.01%0Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264$8.81K<0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares 130$8.77K<0.01%newTimeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares 57$8.73K<0.01%0Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260$8.71K<0.01%0Timeline
ISDPGIM HIGH YIELD BOND FUND INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600$8.68K<0.01%0Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 758 shares; 2025Q3: 696 shares; 2025Q4: 171 shares 171$8.68K<0.01%-525Timeline
HCSGHEALTHCARE SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares 451$8.62K<0.01%newTimeline
AMBPARDAGH METAL PACKAGING S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,800 shares; 2025Q1: 13,950 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 2,100 shares 2,100$8.61K<0.01%-11,100Timeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 207 shares 207$8.58K<0.01%+2Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$8.55K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224$8.54K<0.01%0Timeline
ASLEAERSALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,270 shares; 2025Q1: 4,515 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 1,200 shares 1,200$8.53K<0.01%-3,035Timeline
NMLNEUBERGER ENGY INFRSTR & INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 1,000 shares 1,000$8.5K<0.01%-3,260Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 2,787 shares; 2025Q4: 2,290 shares 2,290$8.49K<0.01%-497Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 93 shares 93$8.47K<0.01%+1Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 564 shares; 2025Q2: 381 shares; 2025Q3: 357 shares; 2025Q4: 115 shares 115$8.47K<0.01%-242Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 2,593 shares; 2025Q1: 436 shares; 2025Q2: 97 shares; 2025Q3: 28 shares; 2025Q4: 21 shares 21$8.43K<0.01%-7Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,235 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$8.42K<0.01%0Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 340 shares 340$8.41K<0.01%-140Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 252 shares; 2025Q4: 253 shares 253$8.24K<0.01%+1Timeline
PSCHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares 187$8.22K<0.01%0Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,930 shares; 2025Q1: 3,990 shares; 2025Q2: 29,050 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620$8.21K<0.01%0Timeline
FDEMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264$8.16K<0.01%0Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 828 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 152 shares 152$8.08K<0.01%-408Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 155 shares; 2025Q1: 139 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 35 shares 35$8.07K<0.01%-31Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,432 shares; 2025Q2: 1,441 shares; 2025Q3: 271 shares; 2025Q4: 136 shares 136$8.04K<0.01%-135Timeline
IVRSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 821 shares; 2025Q2: 317 shares; 2025Q3: 217 shares; 2025Q4: 233 shares 233$8.03K<0.01%+16Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 546 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 415 shares 415$8.03K<0.01%-149Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 57 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$8.02K<0.01%0Timeline
SUSCISHARES 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: 342 shares 342$8K<0.01%newTimeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares 509$7.98K<0.01%newTimeline
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: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 24 shares 24$7.98K<0.01%+6Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,562 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141$7.97K<0.01%0Timeline
BATRAATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186$7.9K<0.01%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88$7.88K<0.01%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 109 shares; 2025Q1: 83 shares; 2025Q2: 126 shares; 2025Q3: 132 shares; 2025Q4: 134 shares 134$7.88K<0.01%+2Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares 41$7.88K<0.01%0Timeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617$7.84K<0.01%0Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 169 shares; 2025Q2: 91 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98$7.82K<0.01%0Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 435 shares; 2025Q1: 85 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 65 shares 65$7.82K<0.01%-17Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 215 shares 215$7.81K<0.01%+3Timeline
LACLITHIUM AMERS 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: 786 shares; 2025Q3: 786 shares; 2025Q4: 1,786 shares 1,786$7.79K<0.01%+1,000Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 900 shares; 2025Q1: 892 shares; 2025Q2: 180 shares; 2025Q3: 183 shares; 2025Q4: 192 shares 192$7.79K<0.01%+9Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 400 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$7.77K<0.01%0Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$7.74K<0.01%0Timeline
VKQINVESCO MUNICIPAL TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$7.72K<0.01%0Timeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 6,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$7.71K<0.01%0Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 340 shares 340$7.65K<0.01%-957Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 162 shares; 2025Q4: 165 shares 165$7.64K<0.01%+3Timeline
LOUPINNOVATOR 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: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$7.64K<0.01%0Timeline
YINNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,013 shares; 2025Q2: 13 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179$7.61K<0.01%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,709 shares; 2025Q2: 2,379 shares; 2025Q3: 2,379 shares; 2025Q4: 644 shares 644$7.59K<0.01%-1,735Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,114 shares; 2025Q1: 8,985 shares; 2025Q2: 964 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264$7.58K<0.01%0Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 415 shares; 2025Q2: 341 shares; 2025Q3: 335 shares; 2025Q4: 270 shares 270$7.58K<0.01%-65Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares 299$7.55K<0.01%0Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35$7.5K<0.01%0Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 5,600 shares; 2025Q4: 1,300 shares 1,300$7.49K<0.01%-4,300Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153$7.46K<0.01%0Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares 517$7.43K<0.01%0Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415$7.4K<0.01%0Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 867 shares; 2025Q2: 56 shares; 2025Q3: 61 shares; 2025Q4: 281 shares 281$7.38K<0.01%+220Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 115 shares; 2025Q1: 100 shares; 2025Q2: 115 shares; 2025Q3: 100 shares; 2025Q4: 115 shares 115$7.37K<0.01%+15Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 317 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119$7.35K<0.01%0Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 64 shares; 2025Q2: 38 shares; 2025Q3: 73 shares; 2025Q4: 74 shares 74$7.33K<0.01%+1Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253$7.33K<0.01%0Timeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350$7.31K<0.01%0Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 5,504 shares; 2025Q1: 5,452 shares; 2025Q2: 355 shares; 2025Q3: 1,235 shares; 2025Q4: 993 shares 993$7.27K<0.01%-242Timeline
SMDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 108 shares; 2025Q4: 109 shares 109$7.22K<0.01%+1Timeline
RGNXREGENXBIO 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$7.2K<0.01%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$7.19K<0.01%0Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 662 shares; 2025Q2: 636 shares; 2025Q3: 640 shares; 2025Q4: 185 shares 185$7.15K<0.01%-455Timeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110$7.15K<0.01%0Timeline
EPSWISDOMTREE 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$7.09K<0.01%0Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 345 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 227 shares 227$7.06K<0.01%-102Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 3,223 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65$7.05K<0.01%0Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$7.04K<0.01%0Timeline
BRWSABA CAPITAL INCOME & OPRNTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$7.01K<0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 346 shares; 2025Q1: 339 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 34 shares 34$7K<0.01%-18Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25$6.9K<0.01%newTimeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 434 shares; 2025Q1: 2,294 shares; 2025Q2: 1,408 shares; 2025Q3: 222 shares; 2025Q4: 261 shares 261$6.87K<0.01%+39Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136$6.86K<0.01%0Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$6.86K<0.01%0Timeline
CTEVCLARITEV CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares 160$6.84K<0.01%newTimeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 100 shares 100$6.82K<0.01%-5Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$6.82K<0.01%0Timeline
GOLDGOLD COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 640 shares; 2025Q2: 600 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$6.81K<0.01%0Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 450 shares; 2025Q2: 200 shares; 2025Q3: 35,566 shares; 2025Q4: 200 shares 200$6.81K<0.01%-35,366Timeline
IMMRIMMERSION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$6.8K<0.01%0Timeline
HDUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104$6.78K<0.01%0Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 101 shares; 2025Q4: 101 shares 101$6.74K<0.01%0Timeline
AMCAMC ENTMT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 4,359 shares; 2025Q4: 4,295 shares 4,295$6.7K<0.01%-64Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 74 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 69 shares; 2025Q4: 77 shares 77$6.67K<0.01%+8Timeline
PFFVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300$6.67K<0.01%0Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 569 shares; 2025Q1: 556 shares; 2025Q2: 212 shares; 2025Q3: 704 shares; 2025Q4: 722 shares 722$6.66K<0.01%+18Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86$6.64K<0.01%0Timeline
KJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208$6.61K<0.01%0Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,100 shares; 2024Q4: 30,500 shares; 2025Q1: 5,030 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330$6.59K<0.01%0Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106$6.59K<0.01%0Timeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 408 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 266 shares 266$6.49K<0.01%+8Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 7,207 shares; 2025Q1: 3,530 shares; 2025Q2: 715 shares; 2025Q3: 2,640 shares; 2025Q4: 1,920 shares 1,920$6.41K<0.01%-720Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 59 shares; 2025Q1: 34 shares; 2025Q2: 40 shares; 2025Q3: 33 shares; 2025Q4: 47 shares 47$6.4K<0.01%+14Timeline
PCNPIMCO CORPORATE & INCM STRGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500$6.38K<0.01%0Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 5,359 shares; 2025Q1: 9,919 shares; 2025Q2: 9,370 shares; 2025Q3: 9,370 shares; 2025Q4: 2,819 shares 2,819$6.37K<0.01%-6,551Timeline
MSEXMIDDLESEX WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 404 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 223 shares; 2025Q4: 126 shares 126$6.35K<0.01%-97Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 64 shares; 2025Q1: 35 shares; 2025Q2: 80 shares; 2025Q3: 83 shares; 2025Q4: 85 shares 85$6.33K<0.01%+2Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 553 shares; 2025Q1: 487 shares; 2025Q2: 404 shares; 2025Q3: 423 shares; 2025Q4: 440 shares 440$6.31K<0.01%+17Timeline
TWLOTWILIO INCQuarterly 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: 32 shares; 2025Q3: 34 shares; 2025Q4: 44 shares 44$6.28K<0.01%+10Timeline
RWAYRUNWAY GROWTH FINANCE 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: 700 shares; 2025Q4: 700 shares 700$6.25K<0.01%0Timeline
ASCARDMORE SHIPPING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,078 shares; 2025Q1: 3,083 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 590 shares 590$6.25K<0.01%-1,795Timeline
ECONCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares 227$6.2K<0.01%0Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 289 shares 289$6.18K<0.01%0Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$6.17K<0.01%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,698 shares; 2025Q1: 1,165 shares; 2025Q2: 884 shares; 2025Q3: 647 shares; 2025Q4: 169 shares 169$6.17K<0.01%-478Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,141 shares; 2025Q2: 100 shares; 2025Q3: 95 shares; 2025Q4: 77 shares 77$6.16K<0.01%-18Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 233 shares 233$6.15K<0.01%+7Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189$6.11K<0.01%0Timeline
COFSCHOICEONE FINANCIAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 205 shares 205$6.06K<0.01%0Timeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 612 shares; 2025Q1: 306 shares; 2025Q2: 152 shares; 2025Q3: 96 shares; 2025Q4: 154 shares 154$6.05K<0.01%+58Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 259 shares; 2025Q4: 59 shares 59$6.02K<0.01%-200Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,063 shares; 2025Q1: 1,161 shares; 2025Q2: 296 shares; 2025Q3: 417 shares; 2025Q4: 242 shares 242$6K<0.01%-175Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 44 shares; 2025Q3: 47 shares; 2025Q4: 45 shares 45$5.98K<0.01%-2Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 74 shares 74$5.94K<0.01%+2Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,519 shares; 2024Q4: 46,528 shares; 2025Q1: 46,228 shares; 2025Q2: 46,728 shares; 2025Q3: 41,889 shares; 2025Q4: 233 shares 233$5.94K<0.01%-41,656Timeline
NVECNVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares 100$5.93K<0.01%-100Timeline
DMCDEL MONTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 493 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 166 shares 166$5.92K<0.01%-17Timeline
CPZCALAMOS LNG SHR EQT DYNAMICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 124 shares; 2025Q3: 127 shares; 2025Q4: 404 shares 404$5.9K<0.01%+277Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly 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: 129 shares 129$5.87K<0.01%newTimeline
EVTLVERTICAL AEROSPACE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,100 shares 1,100$5.86K<0.01%+1,000Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 1,042 shares; 2025Q1: 1,463 shares; 2025Q2: 176 shares; 2025Q3: 821 shares; 2025Q4: 30 shares 30$5.86K<0.01%-791Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 69 shares 69$5.85K<0.01%+2Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares 91$5.84K<0.01%newTimeline
NFTYFIRST TR EXCH TRD ALPHDX 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares 100$5.83K<0.01%-100Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 9,526 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68$5.8K<0.01%0Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 110 shares 110$5.76K<0.01%-301Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares 31$5.75K<0.01%0Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 50 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 131 shares 131$5.73K<0.01%newTimeline
AMPHAMPHASTAR PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 217 shares; 2025Q4: 213 shares 213$5.7K<0.01%-4Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 1,204 shares; 2025Q2: 372 shares; 2025Q3: 80 shares; 2025Q4: 82 shares 82$5.61K<0.01%+2Timeline
PRNTARK 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 250 shares 250$5.58K<0.01%-250Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154$5.53K<0.01%0Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 196 shares; 2025Q1: 194 shares; 2025Q2: 118 shares; 2025Q3: 109 shares; 2025Q4: 39 shares 39$5.53K<0.01%-70Timeline
GHCGRAHAM HLDGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5$5.49K<0.01%0Timeline
MMACYS 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: 247 shares 247$5.45K<0.01%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 382 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 209 shares 209$5.42K<0.01%-174Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52$5.42K<0.01%0Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 73 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 30 shares 30$5.29K<0.01%-42Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 264 shares; 2025Q2: 167 shares; 2025Q3: 182 shares; 2025Q4: 78 shares 78$5.26K<0.01%-104Timeline
DVOLFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 150 shares 150$5.25K<0.01%-125Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 1,396 shares; 2025Q2: 470 shares; 2025Q3: 75 shares; 2025Q4: 60 shares 60$5.19K<0.01%-15Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99$5.14K<0.01%0Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 62 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 62 shares 62$5.14K<0.01%+1Timeline
KELYAKELLY SVCS 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: 1,805 shares; 2025Q4: 580 shares 580$5.1K<0.01%-1,225Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59$5.08K<0.01%0Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39$5.07K<0.01%0Timeline
BOCBOSTON OMAHA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 410 shares 410$5.07K<0.01%-1,140Timeline
IOOISHARES 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: 40 shares 40$5.07K<0.01%newTimeline
ETBEATON VANCE TAX MNGED BUY WRQuarterly 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$5.04K<0.01%0Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75$5.03K<0.01%newTimeline
RCREADY CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,481 shares; 2024Q4: 91,126 shares; 2025Q1: 95,283 shares; 2025Q2: 59,569 shares; 2025Q3: 41,711 shares; 2025Q4: 2,300 shares 2,300$5.01K<0.01%-39,411Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 338 shares 338$4.99K<0.01%-100Timeline
AVDVAMERICAN 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: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares 53$4.98K<0.01%newTimeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 2,087 shares; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares 441$4.96K<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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares 433$4.95K<0.01%newTimeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 860 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 929 shares 929$4.92K<0.01%+129Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181$4.91K<0.01%0Timeline
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: 258 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167$4.9K<0.01%0Timeline
SMLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37$4.85K<0.01%0Timeline
USSGDBX 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: 76 shares 76$4.84K<0.01%newTimeline
HUSVFIRST TR EXCH TRADED FD IIIQuarterly 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: 125 shares 125$4.84K<0.01%-125Timeline
XFOFXCOHEN & STEERS CLOSED-ENDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 335 shares; 2025Q1: 342 shares; 2025Q2: 350 shares; 2025Q3: 357 shares; 2025Q4: 364 shares 364$4.8K<0.01%+7Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 124 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 323 shares 323$4.73K<0.01%+216Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 317 shares; 2025Q2: 300 shares; 2025Q3: 336 shares; 2025Q4: 434 shares 434$4.72K<0.01%+98Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,634 shares; 2025Q1: 2,956 shares; 2025Q2: 20 shares; 2025Q3: 17 shares; 2025Q4: 40 shares 40$4.68K<0.01%+23Timeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$4.66K<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: 345 shares; 2024Q4: 595 shares; 2025Q1: 652 shares; 2025Q2: 37 shares; 2025Q3: 55 shares; 2025Q4: 95 shares 95$4.65K<0.01%+40Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$4.64K<0.01%0Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 38 shares 38$4.63K<0.01%+3Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 516 shares; 2025Q1: 487 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares 347$4.58K<0.01%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,080 shares; 2025Q1: 63 shares; 2025Q2: 84 shares; 2025Q3: 1,078 shares; 2025Q4: 169 shares 169$4.58K<0.01%-909Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 193 shares; 2025Q1: 122 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 37 shares 37$4.55K<0.01%+3Timeline
SPAQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$4.53K<0.01%0Timeline
FSPFRANKLIN STR PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,820 shares; 2024Q4: 19,820 shares; 2025Q1: 21,020 shares; 2025Q2: 19,920 shares; 2025Q3: 20,320 shares; 2025Q4: 4,790 shares 4,790$4.53K<0.01%-15,530Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 17,517 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 217 shares; 2025Q4: 157 shares 157$4.52K<0.01%-60Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 16,428 shares; 2025Q2: 100 shares; 2025Q3: 97 shares; 2025Q4: 43 shares 43$4.5K<0.01%-54Timeline
NNYNUVEEN N Y MUN VALUE FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519$4.45K<0.01%0Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 282 shares; 2025Q1: 52 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 19 shares 19$4.44K<0.01%+1Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 96 shares 96$4.4K<0.01%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 21 shares; 2025Q2: 553 shares; 2025Q3: 22 shares; 2025Q4: 27 shares 27$4.4K<0.01%+5Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly 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$4.38K<0.01%0Timeline
FYTFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$4.37K<0.01%0Timeline
INFYINFOSYS 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: 140 shares; 2025Q4: 245 shares 245$4.37K<0.01%+105Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares 50$4.34K<0.01%newTimeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 456 shares; 2025Q1: 100 shares; 2025Q2: 127 shares; 2025Q3: 116 shares; 2025Q4: 214 shares 214$4.34K<0.01%+98Timeline
MOTIVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118$4.33K<0.01%0Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 2,531 shares; 2025Q4: 469 shares 469$4.3K<0.01%-2,062Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 240 shares; 2025Q1: 165 shares; 2025Q2: 364 shares; 2025Q3: 185 shares; 2025Q4: 181 shares 181$4.29K<0.01%-4Timeline
IFSINTERCORP FINL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$4.24K<0.01%0Timeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256$4.22K<0.01%0Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 1,791 shares; 2025Q1: 1,402 shares; 2025Q2: 170 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95$4.21K<0.01%0Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 323 shares; 2025Q3: 489 shares; 2025Q4: 169 shares 169$4.21K<0.01%-320Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167$4.16K<0.01%0Timeline
AOUTAMERICAN OUTDOOR BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 585 shares; 2025Q1: 1,625 shares; 2025Q2: 650 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525$4.06K<0.01%0Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200$4.03K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 707 shares; 2025Q1: 572 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 193 shares 193$4.03K<0.01%+124Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,030 shares; 2025Q1: 1,931 shares; 2025Q2: 620 shares; 2025Q3: 6 shares; 2025Q4: 9 shares 9$4.01K<0.01%+3Timeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 85 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80$4K<0.01%0Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55$3.96K<0.01%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 105 shares 105$3.94K<0.01%+5Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40$3.9K<0.01%0Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430$3.9K<0.01%0Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares 75$3.88K<0.01%0Timeline
BETZLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182$3.81K<0.01%0Timeline
IPACISHARES 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: 52 shares 52$3.81K<0.01%newTimeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares 199$3.79K<0.01%0Timeline
BBAIBIGBEAR AI 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: 700 shares; 2025Q4: 700 shares 700$3.78K<0.01%0Timeline
FLJHFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$3.77K<0.01%0Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 151 shares; 2025Q1: 124 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 36 shares 36$3.76K<0.01%-51Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84$3.75K<0.01%0Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly 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: 359 shares 359$3.73K<0.01%newTimeline
EFTEATON VANCE FLOATING RATE INQuarterly 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$3.73K<0.01%0Timeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42$3.72K<0.01%0Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 88 shares 88$3.71K<0.01%0Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 154 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$3.7K<0.01%0Timeline
VABKVIRGINIA NATL BK CHRLOTSVLEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$3.68K<0.01%0Timeline
SRTASTRATA CRITICAL MEDICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares 763$3.67K<0.01%0Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 370 shares; 2025Q1: 373 shares; 2025Q2: 33 shares; 2025Q3: 42 shares; 2025Q4: 33 shares 33$3.63K<0.01%-9Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77$3.62K<0.01%0Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 88 shares; 2025Q2: 164 shares; 2025Q3: 89 shares; 2025Q4: 69 shares 69$3.61K<0.01%-20Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares 273$3.6K<0.01%0Timeline
GOLYSTRATEGY SHSQuarterly 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: 102 shares 102$3.55K<0.01%newTimeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 110 shares; 2025Q3: 113 shares; 2025Q4: 175 shares 175$3.51K<0.01%+62Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 343 shares; 2025Q1: 267 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125$3.5K<0.01%newTimeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183$3.45K<0.01%0Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 129 shares; 2025Q1: 79 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 45 shares 45$3.39K<0.01%newTimeline
PGENPRECIGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,400 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800$3.34K<0.01%0Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52$3.34K<0.01%0Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 115 shares; 2025Q1: 127 shares; 2025Q2: 47 shares; 2025Q3: 13 shares; 2025Q4: 17 shares 17$3.3K<0.01%+4Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 558 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 110 shares 110$3.29K<0.01%-2Timeline
LIVNLIVANOVA 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: 53 shares; 2025Q4: 53 shares 53$3.26K<0.01%0Timeline
MGPIMGP INGREDIENTS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 134 shares 134$3.26K<0.01%+21Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 48 shares; 2025Q1: 46 shares; 2025Q2: 38 shares; 2025Q3: 44 shares; 2025Q4: 70 shares 70$3.25K<0.01%+26Timeline
SPHRSPHERE ENTERTAINMENT 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: 34 shares 34$3.23K<0.01%newTimeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133$3.2K<0.01%0Timeline
SAMGSILVERCREST ASSET MGMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 211 shares 211$3.2K<0.01%+3Timeline
SPIBSPDR 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: 12,151 shares; 2025Q2: 12,117 shares; 2025Q3: not reported; 2025Q4: 94 shares 94$3.18K<0.01%newTimeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,248 shares; 2025Q1: 2,796 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50$3.15K<0.01%0Timeline

Sold out in Q4 2025

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

The largest 100 of 209. All 209

SecurityShares beforeValue beforeType
BRK-ABERKSHIRE HATHAWAY INC DEL4$3.02Mshares
ISHARES TRISHARES TR56,550$1.31Mshares
TASKTASKUS INC52,754$942Kshares
DSEPFIRST TR EXCHNG TRADED FD VI16,052$709Kshares
LRNSTRIDE INC3,340$497Kshares
Sandstorm Gold LtdSandstorm Gold Ltd37,617$471Kshares
RACEFERRARI N V800$388Kshares
MR COOPER GROUP INCMR COOPER GROUP INC1,719$362Kshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR5,079$303Kshares
GSEPFIRST TR EXCHNG TRADED FD VI5,527$210Kshares
UNILEVER PLCUNILEVER PLC3,304$196Kshares
SSENTINELONE INC7,930$140Kshares
XIACYXIAOMI CORP - UNSP ADR3,905$136Kshares
SEPTAIM ETF PRODUCTS TRUST3,650$126Kshares
SEPPPGIM ROCK ETF TR4,046$121Kshares
DRSLEONARDO DRS INC2,000$90.8Kshares
ISHARES IBONDS DEC 2025 TERMISHARES IBONDS DEC 2025 TERM3,384$85.2Kshares
TMHCTAYLOR MORRISON HOME CORP1,216$80.3Kshares
AWRAMER STATES WTR CO1,000$73.3Kshares
KKELLANOVA826$67.7Kshares
ONONON HLDG AG1,523$64.5Kshares
ALEALLETE INC904$60Kshares
IDCCINTERDIGITAL INC142$49Kshares
ISHARES TRISHARES TR2,072$48.4Kshares
MDGLMADRIGAL PHARMACEUTICALS INC100$45.9Kshares
GOCTFIRST TR EXCHNG TRADED FD VI1,085$41.6Kshares
BAPCREDICORP LTD156$41.5Kshares
XDECFIRST TR EXCHNG TRADED FD VI1,000$40.1Kshares
IESCIES HOLDINGS INC100$39.8Kshares
FOURSHIFT4 PMTS INC512$39.6Kshares
EENI SPA1,108$38.7Kshares
CARTMAPLEBEAR INC978$36Kshares
HZOMARINEMAX INC1,175$29.8Kshares
CVGWCALAVO GROWERS INC1,145$29.5Kshares
SPMBSPDR SERIES TRUST1,258$28.2Kshares
IBDXISHARES TR1,084$27.8Kshares
IBDWISHARES TR1,257$26.7Kshares
IBDVISHARES TR1,200$26.6Kshares
IBTHISHARES TR1,125$25.3Kshares
GBDCGOLUB CAP BDC INC1,796$24.6Kshares
FJANFIRST TR EXCHNG TRADED FD VI475$23.8Kshares
NZFNUVEEN MUN CR INCOME FD1,860$23.4Kshares
EOSEEOS ENERGY ENTERPRISES INC2,000$22.8Kshares
SNEXSTONEX GROUP INC215$21.7Kshares
GLDDGREAT LAKES DREDGE & DOCK CO1,775$21.3Kshares
NRPNATURAL RESOURCE PARTNERS LP200$21Kshares
GDSGDS HLDGS LTD517$20Kshares
BSACBANCO SANTANDER CHILE NEW730$19.3Kshares
XHRXENIA HOTELS & RESORTS INC1,389$19.1Kshares
AVAVAEROVIRONMENT INC60$18.9Kshares
IBDUISHARES TR694$16.3Kshares
HLIHOULIHAN LOKEY INC78$16Kshares
IBTGISHARES TR662$15.2Kshares
ACIWACI WORLDWIDE INC281$14.8Kshares
SFMSPROUTS FMRS MKT INC134$14.6Kshares
SAIASAIA INC48$14.4Kshares
EOS ENERGY ENTERPRISES, INCEOS ENERGY ENTERPRISES, INC8,000$14.2Kshares
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…1,001$14Kshares
BSYBENTLEY SYS INC249$12.8Kshares
PRPERMIAN RESOURCES CORP985$12.6Kshares
DUOLDUOLINGO INC39$12.6Kshares
EMLPFIRST TR EXCHANGE-TRADED FD328$12.5Kshares
NUVLNUVALENT INC140$12.1Kshares
OLLIOLLIES BARGAIN OUTLET HLDGS92$11.8Kshares
GOLFACUSHNET HLDGS CORP150$11.8Kshares
NNENANO NUCLEAR ENERGY INC300$11.6Kshares
REZISHARES TR135$11.5Kshares
AIC3 AI INC658$11.4Kshares
FIWFIRST TR EXCHANGE-TRADED FD100$11.2Kshares
KYNKAYNE ANDERSON ENERGY INFRST902$11.2Kshares
KWKENNEDY-WILSON HOLDINGS INC1,327$11Kshares
SMMTSUMMIT THERAPEUTICS INC525$10.8Kshares
AGIOAGIOS PHARMACEUTICALS INC230$9.23Kshares
HLNEHAMILTON LANE INC68$9.17Kshares
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHS119$9.08Kshares
WALWESTERN ALLIANCE BANCORP100$8.67Kshares
EWHISHARES INC402$8.66Kshares
SRFMSURF AIR MOBILITY INC2,000$8.58Kshares
GENZVANECK ETF TRUST190$8.51Kshares
AVDAMERICAN VANGUARD CORP1,467$8.42Kshares
OPRAOPERA LTD400$8.26Kshares
TILRAY INCTILRAY INC4,772$8.26Kshares
EPPISHARES INC157$8.1Kshares
EWAISHARES INC280$7.56Kshares
ZWSZURN ELKAY WATER SOLNS CORP160$7.53Kshares
EXPOEXPONENT INC107$7.43Kshares
FFINFIRST FINL BANKSHARES INC212$7.15Kshares
YOUCLEAR SECURE INC200$6.68Kshares
HIVEHIVE DIGITAL TECHNOLOGIES LT1,600$6.45Kshares
TMFERBB FD INC220$6.41Kshares
IIIVI3 VERTICALS INC194$6.3Kshares
PATKPATRICK INDS INC60$6.21Kshares
FUNSIX FLAGS ENTERTAINMENT CORP268$6.09Kshares
VSATVIASAT INC206$6.04Kshares
MCMOELIS & CO84$5.99Kshares
ONTOONTO INNOVATION INC46$5.94Kshares
GETYGETTY IMAGES HOLDINGS INC3,000$5.94Kshares
ITGRINTEGER HLDGS CORP55$5.68Kshares
ULSUL SOLUTIONS INC79$5.6Kshares
THOTHOR INDS INC53$5.5Kshares

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 0001858740-26-000001 base2026-01-14acceptance time not in the bulk data set