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Sunbelt Securities, Inc.

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13F filer, CIK 1632932, HOUSTON, TX

Sunbelt Securities, Inc. reported $1,448,307,886 across 2,701 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-19. Its ten largest share positions make up 29.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-016949

Period
2025-09-30
Reported value
$1.45B
Holdings
2,701
Top 10 weight
29.78%
New
1,104
Sold out
208

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMadded+544,941$61.4M
BOXXadded+125,400$14.3M
IAUadded+169,783$12.4M
QQQadded+11,451$6.87M
SPYadded+9,729$6.48M

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
TSLAreduced-12,348-$5.49M
IVVreduced-7,248-$4.85M
INTCreduced-122,187-$4.1M
GOCTreduced-99,900-$3.83M
JNJreduced-15,173-$2.81M

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, Q3 2025

Share positions as resolved from 13F-HR 0001062993-25-016949, largest first. % of portfolio is the value over $1,448,307,886, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FLTBFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,178 shares; 2024Q3: 1,140 shares; 2024Q4: 1,109 shares; 2025Q1: 1,111 shares; 2025Q2: 1,109 shares; 2025Q3: 1,004 shares 1,004$50.8K<0.01%-105Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares 2,236$50.8K<0.01%0Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares 1,834$50.4K<0.01%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 902 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 447 shares 447$50K<0.01%-458Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,352 shares; 2024Q4: 252 shares; 2025Q1: 407 shares; 2025Q2: 252 shares; 2025Q3: 662 shares 662$49.3K<0.01%+410Timeline
ASTSAST SPACEMOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 3,480 shares; 2024Q4: 816 shares; 2025Q1: 1,321 shares; 2025Q2: 816 shares; 2025Q3: 1,003 shares 1,003$49.2K<0.01%+187Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 342 shares; 2024Q3: 343 shares; 2024Q4: 344 shares; 2025Q1: 200 shares; 2025Q2: 344 shares; 2025Q3: 200 shares 200$48.8K<0.01%-144Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: not reported; 2025Q3: 1,505 shares 1,505$48.8K<0.01%newTimeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700$48.8K<0.01%0Timeline
JAJLINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,900 shares; 2024Q4: 2,650 shares; 2025Q1: 1,500 shares; 2025Q2: 2,650 shares; 2025Q3: 1,685 shares 1,685$48.3K<0.01%-965Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 613 shares 613$48K<0.01%-577Timeline
FCORFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 1,000 shares 1,000$48K<0.01%+988Timeline
ACHRARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,729 shares; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 5,000 shares 5,000$47.9K<0.01%+2,271Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares 195$47.9K<0.01%newTimeline
ALBEMARLE CORPALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250$47.4K<0.01%new
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,709 shares; 2025Q2: 2,711 shares; 2025Q3: 2,572 shares 2,572$46.7K<0.01%-139Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares 178$46.3K<0.01%0Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares 818$46.2K<0.01%newTimeline
INNSUMMIT HOTEL PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,400 shares 8,400$46.1K<0.01%+64Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 28 shares; 2025Q2: 2 shares; 2025Q3: 48 shares 48$45.8K<0.01%+46Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 680 shares; 2024Q3: 680 shares; 2024Q4: 233 shares; 2025Q1: 130 shares; 2025Q2: 233 shares; 2025Q3: 132 shares 132$45.7K<0.01%-101Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,542 shares; 2024Q3: 3,732 shares; 2024Q4: 5,302 shares; 2025Q1: 4,679 shares; 2025Q2: 5,302 shares; 2025Q3: 500 shares 500$45.7K<0.01%-4,802Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares 442$45.6K<0.01%newTimeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,032 shares; 2024Q3: 2,033 shares; 2024Q4: 2,015 shares; 2025Q1: 1,997 shares; 2025Q2: 2,015 shares; 2025Q3: 899 shares 899$45.4K<0.01%-1,116Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 323 shares 323$45.3K<0.01%+31Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 878 shares; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 883 shares 883$45K<0.01%+3Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$44.8K<0.01%0Timeline
OCSLOAKTREE SPECIALTY LENDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,735 shares; 2024Q3: 6,252 shares; 2024Q4: 6,276 shares; 2025Q1: 5,243 shares; 2025Q2: 6,288 shares; 2025Q3: 3,398 shares 3,398$44.3K<0.01%-2,890Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 83 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 81 shares 81$44.3K<0.01%+2Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206 shares; 2024Q3: 207 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 194 shares; 2025Q3: 290 shares 290$44.1K<0.01%+96Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares 142$43.8K<0.01%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 441 shares; 2024Q3: 395 shares; 2024Q4: 400 shares; 2025Q1: 318 shares; 2025Q2: 400 shares; 2025Q3: 226 shares 226$43.8K<0.01%-174Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,462 shares; 2024Q3: 9,533 shares; 2024Q4: 2,028 shares; 2025Q1: 866 shares; 2025Q2: 2,028 shares; 2025Q3: 649 shares 649$43.5K<0.01%-1,379Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares 80$43.4K<0.01%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 309 shares; 2024Q4: 310 shares; 2025Q1: 370 shares; 2025Q2: 310 shares; 2025Q3: 321 shares 321$43.2K<0.01%+11Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 293 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 716 shares; 2025Q3: 454 shares 454$43.1K<0.01%-262Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 225 shares; 2024Q3: 250 shares; 2024Q4: 155 shares; 2025Q1: 143 shares; 2025Q2: 155 shares; 2025Q3: 135 shares 135$43.1K<0.01%-20Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 121 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares 111$42.9K<0.01%+1Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,100 shares; 2024Q3: 3,072 shares; 2024Q4: 964 shares; 2025Q1: 864 shares; 2025Q2: 964 shares; 2025Q3: 866 shares 866$42.8K<0.01%-98Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,075 shares; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 641 shares 641$42.7K<0.01%-434Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 82 shares; 2024Q4: 370 shares; 2025Q1: 285 shares; 2025Q2: 370 shares; 2025Q3: 1,157 shares 1,157$42.5K<0.01%+787Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 698 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 709 shares; 2025Q2: 706 shares; 2025Q3: 713 shares 713$42.3K<0.01%+7Timeline
UTFCOHEN & STEERS INFRASTRUCTURQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,634 shares; 2024Q3: 1,643 shares; 2024Q4: 1,652 shares; 2025Q1: 1,671 shares; 2025Q2: 1,657 shares; 2025Q3: 1,699 shares 1,699$42.1K<0.01%+42Timeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 1,000 shares; 2025Q2: 2,475 shares; 2025Q3: 1,000 shares 1,000$42.1K<0.01%-1,475Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares 323$42.1K<0.01%newTimeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 513 shares; 2025Q2: 400 shares; 2025Q3: 2,128 shares 2,128$41.9K<0.01%+1,728Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 227 shares 227$41.9K<0.01%+50Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares 501$41.7K<0.01%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 709 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 216 shares; 2025Q3: 334 shares 334$41.4K<0.01%+118Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 270 shares; 2025Q1: 282 shares; 2025Q2: 271 shares; 2025Q3: 221 shares 221$41.3K<0.01%-50Timeline
LPGDORIAN LPG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381 shares 1,381$41.1K<0.01%newTimeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,025 shares; 2024Q3: 992 shares; 2024Q4: 842 shares; 2025Q1: 438 shares; 2025Q2: 845 shares; 2025Q3: 439 shares 439$41.1K<0.01%-406Timeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,995 shares; 2025Q2: 1,975 shares; 2025Q3: 2,005 shares 2,005$41.1K<0.01%+30Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 266 shares; 2024Q3: 338 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 287 shares 287$41K<0.01%+21Timeline
MFUSPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 545 shares; 2024Q3: 545 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 727 shares 727$40.9K<0.01%-122Timeline
ALTALTIMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 2,374 shares; 2024Q4: 10,844 shares; 2025Q1: 10,844 shares; 2025Q2: 10,844 shares; 2025Q3: 10,844 shares 10,844$40.9K<0.01%0Timeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares 1,793$40.9K<0.01%newTimeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,298 shares; 2024Q3: 4,303 shares; 2024Q4: 3,818 shares; 2025Q1: 250 shares; 2025Q2: 3,818 shares; 2025Q3: 250 shares 250$40.6K<0.01%-3,568Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$40.5K<0.01%0Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 928 shares; 2024Q3: 1,203 shares; 2024Q4: 1,242 shares; 2025Q1: 195 shares; 2025Q2: 1,242 shares; 2025Q3: 140 shares 140$40.4K<0.01%-1,102Timeline
ITDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 1,086 shares 1,086$40.3K<0.01%+1,026Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,922 shares; 2024Q3: 4,261 shares; 2024Q4: 3,916 shares; 2025Q1: 1,770 shares; 2025Q2: 3,919 shares; 2025Q3: 671 shares 671$40.2K<0.01%-3,248Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,894 shares; 2024Q3: 10,268 shares; 2024Q4: 8,732 shares; 2025Q1: 4,922 shares; 2025Q2: 8,732 shares; 2025Q3: 3,578 shares 3,578$40.2K<0.01%-5,154Timeline
SMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 1,578 shares 1,578$40K<0.01%+643Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 221 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 624 shares 624$39.8K<0.01%+507Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,150 shares 1,150$39.7K<0.01%+950Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,289 shares; 2024Q3: 2,679 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 284 shares 284$39.3K<0.01%+105Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125$39.2K<0.01%0Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 3,681 shares 3,681$39.1K<0.01%-640Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,528 shares; 2024Q3: 11,496 shares; 2024Q4: 11,273 shares; 2025Q1: 907 shares; 2025Q2: 11,273 shares; 2025Q3: 759 shares 759$39.1K<0.01%-10,514Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 285 shares; 2025Q1: 458 shares; 2025Q2: 285 shares; 2025Q3: 297 shares 297$39K<0.01%+12Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17 shares; 2024Q3: 69 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 182 shares 182$39K<0.01%+165Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares 274$39K<0.01%newTimeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 502 shares; 2025Q2: 285 shares; 2025Q3: 389 shares 389$38.9K<0.01%+104Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$38.9K<0.01%newTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 536 shares; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares 536$38.8K<0.01%0Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 873 shares; 2024Q4: 819 shares; 2025Q1: 820 shares; 2025Q2: 819 shares; 2025Q3: 572 shares 572$38.3K<0.01%-247Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 303 shares; 2025Q1: 129 shares; 2025Q2: 303 shares; 2025Q3: 129 shares 129$38.3K<0.01%-174Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,821 shares 3,821$38.2K<0.01%+21Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 447 shares; 2024Q3: 197 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 118 shares 118$38.1K<0.01%+2Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 323 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: 184 shares 184$38.1K<0.01%newTimeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 252 shares; 2025Q2: 242 shares; 2025Q3: 967 shares 967$37.9K<0.01%+725Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,529 shares; 2024Q3: 2,544 shares; 2024Q4: 3,061 shares; 2025Q1: 2,364 shares; 2025Q2: 3,061 shares; 2025Q3: 1,452 shares 1,452$37.8K<0.01%-1,609Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 502 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 515 shares 515$37.3K<0.01%+13Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares 356$37.2K<0.01%newTimeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 1,135 shares; 2024Q4: 1,137 shares; 2025Q1: 1,140 shares; 2025Q2: 1,137 shares; 2025Q3: 574 shares 574$36.9K<0.01%-563Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 355 shares; 2024Q3: 209 shares; 2024Q4: 226 shares; 2025Q1: 126 shares; 2025Q2: 226 shares; 2025Q3: 206 shares 206$36.8K<0.01%-20Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 546 shares; 2024Q3: 551 shares; 2024Q4: 555 shares; 2025Q1: 693 shares; 2025Q2: 555 shares; 2025Q3: 702 shares 702$36.7K<0.01%+147Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares 507$36.6K<0.01%0Timeline
BOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750$36.3K<0.01%0Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares 49$36.1K<0.01%newTimeline
FXNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,759 shares; 2024Q3: 2,759 shares; 2024Q4: 2,759 shares; 2025Q1: 2,180 shares; 2025Q2: 2,759 shares; 2025Q3: 2,194 shares 2,194$35.8K<0.01%-565Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 127 shares 127$35.5K<0.01%+103Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 352 shares; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 353 shares; 2025Q2: 352 shares; 2025Q3: 304 shares 304$35.5K<0.01%-48Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 50 shares; 2025Q3: 110 shares 110$35.1K<0.01%+60Timeline
IXGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 999 shares; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 300 shares; 2025Q2: 897 shares; 2025Q3: 300 shares 300$35K<0.01%-597Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 320 shares 320$34.8K<0.01%+3Timeline
FLRGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,148 shares; 2024Q3: 1,153 shares; 2024Q4: 896 shares; 2025Q1: 900 shares; 2025Q2: 896 shares; 2025Q3: 905 shares 905$34.8K<0.01%+9Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,296 shares; 2024Q3: 3,086 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 1,883 shares 1,883$34.8K<0.01%-1,203Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares 1,950$34.7K<0.01%newTimeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 117 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118$34.6K<0.01%0Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,100 shares; 2025Q1: 500 shares; 2025Q2: 4,100 shares; 2025Q3: 500 shares 500$34.3K<0.01%-3,600Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 262 shares; 2025Q2: 100 shares; 2025Q3: 263 shares 263$34.2K<0.01%+163Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 170 shares 170$34.1K<0.01%+168Timeline
DLYDOUBLELINE YIELD OPPORTUNITIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,259 shares 2,259$34.1K<0.01%+1,259Timeline
FDTXFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares 839$34K<0.01%newTimeline
TMCTMC THE METALS COMPANY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,337 shares 5,337$34K<0.01%newTimeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 532 shares; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 124 shares; 2025Q2: 174 shares; 2025Q3: 418 shares 418$33.9K<0.01%+244Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares 362$33.8K<0.01%newTimeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 529 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$33.7K<0.01%0Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: 434 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 241 shares 241$33.4K<0.01%-135Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 669 shares; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares 711$33.2K<0.01%0Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,800 shares; 2024Q4: 4,555 shares; 2025Q1: 3,555 shares; 2025Q2: 4,555 shares; 2025Q3: 2,055 shares 2,055$33K<0.01%-2,500Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: not reported; 2025Q3: 580 shares 580$32.9K<0.01%newTimeline
FMAGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 935 shares; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares 935$32.9K<0.01%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 34 shares; 2025Q2: 54 shares; 2025Q3: 121 shares 121$32.9K<0.01%+67Timeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 1,938 shares; 2025Q2: 230 shares; 2025Q3: 1,353 shares 1,353$32.9K<0.01%+1,123Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,283 shares; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,231 shares; 2025Q2: 1,284 shares; 2025Q3: 1,232 shares 1,232$32.8K<0.01%-52Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,760 shares 1,760$32.7K<0.01%newTimeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: not reported; 2025Q3: 687 shares 687$32.5K<0.01%newTimeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 78 shares; 2025Q3: 366 shares 366$32.4K<0.01%+288Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 348 shares; 2024Q3: 432 shares; 2024Q4: 434 shares; 2025Q1: 437 shares; 2025Q2: 434 shares; 2025Q3: 443 shares 443$32.3K<0.01%+9Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 92 shares 92$32.2K<0.01%+12Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,331 shares; 2024Q3: 1,332 shares; 2024Q4: 2,796 shares; 2025Q1: 2,611 shares; 2025Q2: 2,796 shares; 2025Q3: 2,751 shares 2,751$32.2K<0.01%-45Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,084 shares; 2024Q3: 1,085 shares; 2024Q4: 1,086 shares; 2025Q1: 887 shares; 2025Q2: 1,086 shares; 2025Q3: 893 shares 893$31.9K<0.01%-193Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,408 shares; 2024Q3: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 1,417 shares 1,417$31.9K<0.01%-613Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39 shares; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73$31.8K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,230 shares; 2024Q3: 5,830 shares; 2024Q4: 5,430 shares; 2025Q1: 825 shares; 2025Q2: 5,430 shares; 2025Q3: 400 shares 400$31.4K<0.01%-5,030Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares 173$31.4K<0.01%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 279 shares; 2024Q3: 279 shares; 2024Q4: 369 shares; 2025Q1: 465 shares; 2025Q2: 369 shares; 2025Q3: 519 shares 519$31.3K<0.01%+150Timeline
HTHHILLTOP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 932 shares 932$31.1K<0.01%+42Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 134 shares; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 1,118 shares 1,118$31K<0.01%+984Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 259 shares; 2024Q3: 297 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 270 shares 270$30.9K<0.01%-10Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 370 shares 370$30.9K<0.01%+107Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 763 shares; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 370 shares; 2025Q2: 769 shares; 2025Q3: 370 shares 370$30.8K<0.01%-399Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: 475 shares 475$30.8K<0.01%newTimeline
VSDAVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 725 shares; 2024Q3: 725 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares 575$30.7K<0.01%0Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares 112$30.7K<0.01%newTimeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,198 shares; 2024Q3: 2,287 shares; 2024Q4: 2,303 shares; 2025Q1: 2,289 shares; 2025Q2: 2,303 shares; 2025Q3: 2,325 shares 2,325$30.5K<0.01%+22Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: 656 shares 656$30.5K<0.01%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 251 shares; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 434 shares; 2025Q2: 428 shares; 2025Q3: 635 shares 635$30.3K<0.01%+207Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 185 shares; 2025Q2: 35 shares; 2025Q3: 360 shares 360$30.2K<0.01%+325Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$30.1K<0.01%newTimeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares 590$30.1K<0.01%newTimeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 451 shares; 2024Q3: 454 shares; 2024Q4: 302 shares; 2025Q1: 270 shares; 2025Q2: 303 shares; 2025Q3: 305 shares 305$30.1K<0.01%+2Timeline
HAFNIA LTD SHSHAFNIA LTD SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,414 shares; 2025Q2: not reported; 2025Q3: 4,993 shares 4,993$29.9K<0.01%new
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500$29.9K<0.01%newTimeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares 575$29.8K<0.01%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: not reported; 2025Q3: 888 shares 888$29.8K<0.01%newTimeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$29.8K<0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,564 shares; 2024Q3: 2,564 shares; 2024Q4: 2,566 shares; 2025Q1: 2,366 shares; 2025Q2: 2,566 shares; 2025Q3: 1,921 shares 1,921$29.7K<0.01%-645Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares 1,629$29.4K<0.01%0Timeline
LTCLTC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 735 shares; 2024Q3: 746 shares; 2024Q4: 754 shares; 2025Q1: 770 shares; 2025Q2: 758 shares; 2025Q3: 795 shares 795$29.3K<0.01%+37Timeline
NANCTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650$29.1K<0.01%0Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 718 shares 718$29.1K<0.01%newTimeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares 218$29.1K<0.01%newTimeline
NXHNEIGHBORHOOD INTELLIGENCE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,610 shares; 2024Q3: 3,610 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 2,958 shares 2,958$29K<0.01%-652Timeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 384 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346$28.8K<0.01%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 510 shares; 2025Q2: 701 shares; 2025Q3: 299 shares 299$28.2K<0.01%-402Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 742 shares; 2025Q2: 370 shares; 2025Q3: 1,042 shares 1,042$28.2K<0.01%+672Timeline
FDEVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 723 shares; 2024Q3: 779 shares; 2024Q4: 780 shares; 2025Q1: 833 shares; 2025Q2: 780 shares; 2025Q3: 841 shares 841$27.9K<0.01%+61Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 36 shares; 2025Q1: 61 shares; 2025Q2: 36 shares; 2025Q3: 161 shares 161$27.8K<0.01%+125Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,842 shares; 2024Q3: 1,859 shares; 2024Q4: 1,879 shares; 2025Q1: 1,063 shares; 2025Q2: 1,879 shares; 2025Q3: 581 shares 581$27.8K<0.01%-1,298Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 531 shares; 2024Q3: 556 shares; 2024Q4: 481 shares; 2025Q1: 487 shares; 2025Q2: 481 shares; 2025Q3: 462 shares 462$27.7K<0.01%-19Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 563 shares; 2024Q3: 570 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 638 shares 638$27.7K<0.01%+61Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,768 shares; 2024Q3: 8,768 shares; 2024Q4: 8,768 shares; 2025Q1: 8,768 shares; 2025Q2: 8,768 shares; 2025Q3: 8,858 shares 8,858$27.6K<0.01%+90Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 294 shares; 2025Q1: 273 shares; 2025Q2: 294 shares; 2025Q3: 135 shares 135$27.6K<0.01%-159Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 329 shares 329$27.6K<0.01%+244Timeline
SPTESP FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801 shares 801$27.5K<0.01%newTimeline
FWRGFIRST WATCH RESTAURANT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,622 shares; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 1,742 shares 1,742$27.2K<0.01%-618Timeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,574 shares; 2024Q3: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 2,956 shares 2,956$27.1K<0.01%-945Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160,225 shares; 2024Q3: 140,025 shares; 2024Q4: 110,890 shares; 2025Q1: 118,005 shares; 2025Q2: 110,890 shares; 2025Q3: 2,453 shares 2,453$27.1K<0.01%-108,437Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares 900$27.1K<0.01%newTimeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 979 shares; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 910 shares; 2025Q2: 965 shares; 2025Q3: 607 shares 607$26.8K<0.01%-358Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 70 shares; 2024Q4: 31 shares; 2025Q1: 33 shares; 2025Q2: 31 shares; 2025Q3: 42 shares 42$26.8K<0.01%+11Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 293 shares; 2024Q3: 294 shares; 2024Q4: 295 shares; 2025Q1: 296 shares; 2025Q2: 295 shares; 2025Q3: 298 shares 298$26.8K<0.01%+3Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,169 shares; 2024Q3: 227 shares; 2024Q4: 44 shares; 2025Q1: 153 shares; 2025Q2: 44 shares; 2025Q3: 219 shares 219$26.6K<0.01%+175Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 302 shares; 2024Q3: 336 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 265 shares 265$26.5K<0.01%+7Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 312 shares 312$26.5K<0.01%+43Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares 376$26.4K<0.01%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares 818$26.3K<0.01%newTimeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,678 shares; 2024Q3: 3,691 shares; 2024Q4: 3,706 shares; 2025Q1: 320 shares; 2025Q2: 3,706 shares; 2025Q3: 261 shares 261$26.2K<0.01%-3,445Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$26.2K<0.01%0Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,376 shares; 2024Q3: 970 shares; 2024Q4: 735 shares; 2025Q1: 642 shares; 2025Q2: 735 shares; 2025Q3: 61 shares 61$26.1K<0.01%-674Timeline
ECCEAGLE POINT CR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,464 shares; 2024Q3: 8,003 shares; 2024Q4: 8,249 shares; 2025Q1: 7,582 shares; 2025Q2: 8,249 shares; 2025Q3: 3,950 shares 3,950$26.1K<0.01%-4,299Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,475 shares; 2024Q3: 11,660 shares; 2024Q4: 923 shares; 2025Q1: 505 shares; 2025Q2: 923 shares; 2025Q3: 505 shares 505$26K<0.01%-418Timeline
FFLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 500 shares 500$26K<0.01%newTimeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700$25.9K<0.01%0Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,060 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,062 shares; 2025Q3: 778 shares 778$25.9K<0.01%-284Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 205 shares; 2025Q2: 204 shares; 2025Q3: 206 shares 206$25.8K<0.01%+2Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$25.7K<0.01%newTimeline
DIALCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares 1,394$25.7K<0.01%newTimeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600$25.6K<0.01%0Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 737 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 747 shares 747$25.5K<0.01%+7Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$25.5K<0.01%newTimeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares 85$25.4K<0.01%newTimeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 631 shares; 2024Q3: 632 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 357 shares 357$25.3K<0.01%+320Timeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,507 shares; 2024Q3: 5,612 shares; 2024Q4: 2,040 shares; 2025Q1: 1,140 shares; 2025Q2: 2,040 shares; 2025Q3: 740 shares 740$25.3K<0.01%-1,300Timeline
IJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares 890$25.3K<0.01%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,185 shares; 2024Q3: 2,035 shares; 2024Q4: 2,092 shares; 2025Q1: 1,867 shares; 2025Q2: 2,092 shares; 2025Q3: 190 shares 190$25K<0.01%-1,902Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 675 shares; 2025Q2: 475 shares; 2025Q3: 875 shares 875$25K<0.01%+400Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,705 shares; 2024Q3: 1,401 shares; 2024Q4: 1,138 shares; 2025Q1: 919 shares; 2025Q2: 938 shares; 2025Q3: 783 shares 783$25K<0.01%-155Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 139 shares 139$24.7K<0.01%-27Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 661 shares 661$24.6K<0.01%+576Timeline
RINGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 380 shares 380$24.6K<0.01%-180Timeline
DAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,260 shares; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 635 shares; 2025Q2: 1,260 shares; 2025Q3: 635 shares 635$24.5K<0.01%-625Timeline
CRPTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100$24.5K<0.01%0Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,362 shares; 2024Q3: 2,362 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares 1,059$24.5K<0.01%0Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,732 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares 3,732$24.5K<0.01%0Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 495 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425$24.3K<0.01%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 446 shares; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 856 shares 856$24.2K<0.01%+410Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 728 shares; 2025Q2: 769 shares; 2025Q3: 1,035 shares 1,035$24.1K<0.01%+266Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares 280$23.7K<0.01%0Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares 313$23.7K<0.01%newTimeline
IDNAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,000 shares 1,000$23.6K<0.01%-100Timeline
CGGGCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares 829$23.6K<0.01%newTimeline
QCAPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 1,010 shares 1,010$23.5K<0.01%+560Timeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$23.2K<0.01%newTimeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 354 shares; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 405 shares 405$23.2K<0.01%+51Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 525 shares; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares 485$23.1K<0.01%0Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares 644$23K<0.01%newTimeline
ITDCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 989 shares; 2025Q2: 501 shares; 2025Q3: 676 shares 676$23K<0.01%+175Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$22.9K<0.01%newTimeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 59 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 791 shares 791$22.8K<0.01%+546Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares 155$22.7K<0.01%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 289 shares 289$22.7K<0.01%+184Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares 1,823$22.5K<0.01%0Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 511 shares 511$22.5K<0.01%+81Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 154 shares 154$22.4K<0.01%+5Timeline
RZGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares 410$22.3K<0.01%newTimeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 283 shares; 2025Q2: 278 shares; 2025Q3: 307 shares 307$22.3K<0.01%+29Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 86 shares; 2025Q1: 93 shares; 2025Q2: 86 shares; 2025Q3: 227 shares 227$22.2K<0.01%+141Timeline
VMOINVESCO MUN OPPORTUNIT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,291 shares 2,291$22.2K<0.01%newTimeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 161 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares 240$22K<0.01%newTimeline
ACLSAXCELIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 225 shares 225$22K<0.01%+125Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 99 shares; 2025Q2: 82 shares; 2025Q3: 91 shares 91$21.6K<0.01%+9Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 434 shares; 2024Q3: 747 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 455 shares 455$21.5K<0.01%+205Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,366 shares; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,333 shares 1,333$21.1K<0.01%-34Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares 99$21.1K<0.01%0Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares 61$21.1K<0.01%newTimeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 85 shares 85$21K<0.01%+10Timeline
GSEUGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares 480$21K<0.01%newTimeline
ZAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares 820$20.9K<0.01%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 18 shares; 2025Q2: 2 shares; 2025Q3: 29 shares 29$20.8K<0.01%+27Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 406 shares; 2024Q3: 410 shares; 2024Q4: 415 shares; 2025Q1: 420 shares; 2025Q2: 415 shares; 2025Q3: 471 shares 471$20.7K<0.01%+56Timeline
ITDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares 629$20.7K<0.01%0Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares 90$20.7K<0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 150 shares 150$20.6K<0.01%newTimeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares 825$20.6K<0.01%newTimeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,194 shares; 2024Q3: 7,194 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 7,194 shares; 2025Q3: 7,194 shares 7,194$20.6K<0.01%0Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares 425$20.5K<0.01%newTimeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 217 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217$20.5K<0.01%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares 144$20.4K<0.01%newTimeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 66 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 130 shares; 2025Q2: 115 shares; 2025Q3: 223 shares 223$20.3K<0.01%+108Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$20.3K<0.01%newTimeline
QBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 1,000 shares; 2025Q1: 173 shares; 2025Q2: 1,000 shares; 2025Q3: 708 shares 708$20.3K<0.01%-292Timeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,848 shares; 2024Q3: 2,603 shares; 2024Q4: 2,615 shares; 2025Q1: 3,630 shares; 2025Q2: 2,615 shares; 2025Q3: 809 shares 809$20.3K<0.01%-1,806Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 301 shares; 2025Q2: 313 shares; 2025Q3: 301 shares 301$20.2K<0.01%-12Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,700 shares; 2025Q2: 600 shares; 2025Q3: 355 shares 355$20.1K<0.01%-245Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: not reported; 2025Q3: 350 shares 350$20.1K<0.01%newTimeline
BITBLACKROCK MULTI SECTOR INC TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500$20.1K<0.01%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 169 shares; 2025Q1: 216 shares; 2025Q2: 169 shares; 2025Q3: 74 shares 74$20.1K<0.01%-95Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63 shares; 2024Q3: 92 shares; 2024Q4: 96 shares; 2025Q1: 83 shares; 2025Q2: 96 shares; 2025Q3: 77 shares 77$20K<0.01%-19Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 117 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 105 shares 105$19.8K<0.01%+5Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,000 shares 1,000$19.8K<0.01%-1,400Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 1,027 shares; 2024Q4: 9,750 shares; 2025Q1: 750 shares; 2025Q2: 9,750 shares; 2025Q3: 750 shares 750$19.8K<0.01%-9,000Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 145 shares; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 25 shares; 2025Q2: 49 shares; 2025Q3: 294 shares 294$19.8K<0.01%+245Timeline
MXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 213 shares 213$19.7K<0.01%-59Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 1,078 shares 1,078$19.7K<0.01%+360Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87$19.7K<0.01%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 414 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 416 shares; 2025Q3: 87 shares 87$19.4K<0.01%-329Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 11 shares; 2025Q2: 281 shares; 2025Q3: 111 shares 111$19.4K<0.01%-170Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,859 shares; 2024Q3: 578 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 69 shares 69$19.3K<0.01%-55Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 617 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 136 shares 136$19.2K<0.01%+17Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,585 shares; 2024Q3: 767 shares; 2024Q4: 768 shares; 2025Q1: 769 shares; 2025Q2: 768 shares; 2025Q3: 467 shares 467$19K<0.01%-301Timeline
CIONCION INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$19K<0.01%0Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 93 shares 93$18.9K<0.01%+14Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,075 shares; 2024Q3: 3,075 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200$18.9K<0.01%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 275 shares; 2024Q4: 726 shares; 2025Q1: 275 shares; 2025Q2: 726 shares; 2025Q3: 275 shares 275$18.9K<0.01%-451Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 170 shares; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares 61$18.8K<0.01%newTimeline
FIDIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 769 shares 769$18.8K<0.01%+659Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,102 shares; 2024Q3: 2,102 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 555 shares 555$18.8K<0.01%-508Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 538 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 459 shares; 2025Q2: 458 shares; 2025Q3: 531 shares 531$18.8K<0.01%+73Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,034 shares; 2024Q3: 8,911 shares; 2024Q4: 10,774 shares; 2025Q1: 2,858 shares; 2025Q2: 10,774 shares; 2025Q3: 1,883 shares 1,883$18.6K<0.01%-8,891Timeline
LCIDLUCID GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares 783$18.6K<0.01%newTimeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 12,533 shares; 2025Q2: 283 shares; 2025Q3: 283 shares 283$18.5K<0.01%0Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 710 shares; 2024Q3: 174 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 91 shares 91$18.5K<0.01%-19Timeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares 849$18.4K<0.01%0Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 557 shares; 2025Q1: 555 shares; 2025Q2: 557 shares; 2025Q3: 555 shares 555$18.3K<0.01%-2Timeline
BDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,979 shares; 2024Q3: 2,979 shares; 2024Q4: 2,979 shares; 2025Q1: 379 shares; 2025Q2: 2,979 shares; 2025Q3: 379 shares 379$18.2K<0.01%-2,600Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 423 shares; 2024Q3: 461 shares; 2024Q4: 423 shares; 2025Q1: 400 shares; 2025Q2: 423 shares; 2025Q3: 400 shares 400$18.1K<0.01%-23Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 305 shares; 2024Q3: 402 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 425 shares 425$18.1K<0.01%+120Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 423 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 179 shares 179$17.9K<0.01%-94Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514 shares 514$17.8K<0.01%newTimeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 594 shares; 2024Q3: 594 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 307 shares 307$17.8K<0.01%-230Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 232 shares 232$17.8K<0.01%+207Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 148 shares; 2025Q2: 23 shares; 2025Q3: 125 shares 125$17.7K<0.01%+102Timeline
NXTGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272 shares; 2024Q3: 274 shares; 2024Q4: 182 shares; 2025Q1: 155 shares; 2025Q2: 183 shares; 2025Q3: 171 shares 171$17.7K<0.01%-12Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75$17.6K<0.01%0Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 521 shares; 2024Q3: 864 shares; 2024Q4: 360 shares; 2025Q1: 196 shares; 2025Q2: 360 shares; 2025Q3: 172 shares 172$17.5K<0.01%-188Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 92 shares 92$17.5K<0.01%+35Timeline
IBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 615 shares 615$17.5K<0.01%+215Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 1,330 shares 1,330$17.5K<0.01%+554Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 203 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 104 shares 104$17.4K<0.01%+1Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares 276$17.4K<0.01%newTimeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 196 shares; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 546 shares; 2025Q2: 198 shares; 2025Q3: 822 shares 822$17.3K<0.01%+624Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 192 shares; 2024Q3: 193 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 196 shares 196$17.1K<0.01%+2Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 530 shares 530$17.1K<0.01%+430Timeline
QPXADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 676 shares; 2024Q3: 672 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 397 shares 397$17.1K<0.01%-256Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 89 shares 89$17K<0.01%+2Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 38 shares 38$17K<0.01%newTimeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 374 shares 374$17K<0.01%+55Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 631 shares; 2024Q3: 632 shares; 2024Q4: 202 shares; 2025Q1: 860 shares; 2025Q2: 202 shares; 2025Q3: 775 shares 775$16.7K<0.01%+573Timeline
IRBTQIROBOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,550 shares; 2024Q3: 7,475 shares; 2024Q4: 6,850 shares; 2025Q1: 6,055 shares; 2025Q2: 6,850 shares; 2025Q3: 4,655 shares 4,655$16.7K<0.01%-2,195Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares 403$16.6K<0.01%newTimeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 231 shares 231$16.6K<0.01%+31Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550$16.4K<0.01%0Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: 840 shares 840$16.4K<0.01%newTimeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,080 shares; 2024Q3: 5,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares 368$16.4K<0.01%newTimeline
BKSYBLACKSKY TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 810 shares 810$16.3K<0.01%+803Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 229 shares 229$16.3K<0.01%+183Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares 146$16.3K<0.01%0Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares 150$16.2K<0.01%newTimeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares 162$16.1K<0.01%newTimeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares 225$16K<0.01%newTimeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 119 shares 119$16K<0.01%+2Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 494 shares; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares 494$16K<0.01%0Timeline
ACVVIRTUS DIVERSIFIED INCM & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660$15.9K<0.01%0Timeline
PLOWDOUGLAS DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares 505$15.8K<0.01%newTimeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares 532$15.8K<0.01%newTimeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares 345$15.7K<0.01%0Timeline
WOOFPETCO HEALTH & WELLNESS CO IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,184 shares; 2024Q3: 3,184 shares; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 4,060 shares 4,060$15.7K<0.01%+896Timeline
PROSHARES ULTRASHORT BLOOMB…PROSHARES ULTRASHORT BLOOMBERG NA…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 450 shares 450$15.7K<0.01%new
DSLDOUBLELINE INCOME SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares 1,272$15.6K<0.01%newTimeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares 327$15.6K<0.01%0Timeline
MGRXMANGOCEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares 7,000$15.3K<0.01%newTimeline
EWZSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares 1,091$15.2K<0.01%newTimeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,665 shares; 2024Q3: 2,736 shares; 2024Q4: 1,817 shares; 2025Q1: 1,403 shares; 2025Q2: 1,817 shares; 2025Q3: 239 shares 239$15.1K<0.01%-1,578Timeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 1,611 shares; 2025Q2: 911 shares; 2025Q3: 1,461 shares 1,461$15.1K<0.01%+550Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 273 shares; 2024Q3: 1,830 shares; 2024Q4: 2,446 shares; 2025Q1: 2,328 shares; 2025Q2: 2,446 shares; 2025Q3: 149 shares 149$15.1K<0.01%-2,297Timeline
BGRBLACKROCK ENERGY & RES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,005 shares; 2024Q3: 1,020 shares; 2024Q4: 1,040 shares; 2025Q1: 1,063 shares; 2025Q2: 1,040 shares; 2025Q3: 1,111 shares 1,111$15.1K<0.01%+71Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45 shares; 2024Q3: 30 shares; 2024Q4: 222 shares; 2025Q1: 30 shares; 2025Q2: 222 shares; 2025Q3: 116 shares 116$14.9K<0.01%-106Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 282 shares; 2024Q3: 298 shares; 2024Q4: 315 shares; 2025Q1: 646 shares; 2025Q2: 315 shares; 2025Q3: 369 shares 369$14.8K<0.01%+54Timeline
MFDXPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 398 shares 398$14.8K<0.01%-141Timeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares 1,038$14.7K<0.01%newTimeline
ITDIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 218 shares; 2025Q2: 30 shares; 2025Q3: 397 shares 397$14.7K<0.01%+367Timeline
CLOUGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 749 shares; 2024Q4: 640 shares; 2025Q1: 627 shares; 2025Q2: 640 shares; 2025Q3: 627 shares 627$14.6K<0.01%-13Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 141 shares; 2025Q2: 194 shares; 2025Q3: 141 shares 141$14.6K<0.01%-53Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 82 shares; 2025Q2: 7 shares; 2025Q3: 82 shares 82$14.6K<0.01%+75Timeline
SUPNSUPERNUS PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 304 shares 304$14.5K<0.01%+16Timeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273$14.5K<0.01%0Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 196 shares; 2024Q4: 90 shares; 2025Q1: 85 shares; 2025Q2: 90 shares; 2025Q3: 81 shares 81$14.5K<0.01%-9Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,665 shares; 2024Q3: 1,921 shares; 2024Q4: 543 shares; 2025Q1: 527 shares; 2025Q2: 543 shares; 2025Q3: 529 shares 529$14.4K<0.01%-14Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 15 shares 15$14.3K<0.01%+2Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313$14.3K<0.01%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 89 shares; 2025Q2: 57 shares; 2025Q3: 100 shares 100$14.3K<0.01%+43Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares 165$14.2K<0.01%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,453 shares; 2024Q3: 1,456 shares; 2024Q4: 2,302 shares; 2025Q1: 550 shares; 2025Q2: 2,302 shares; 2025Q3: 524 shares 524$14.1K<0.01%-1,778Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 105 shares 105$14.1K<0.01%+55Timeline
SEMICOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 450 shares 450$14.1K<0.01%newTimeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares 280$14K<0.01%newTimeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares 175$14K<0.01%newTimeline
FYTFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250$14K<0.01%0Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 333 shares 333$13.9K<0.01%+283Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 270 shares; 2025Q1: 79 shares; 2025Q2: 270 shares; 2025Q3: 79 shares 79$13.8K<0.01%-191Timeline
FDCFFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278 shares 278$13.8K<0.01%newTimeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares 238$13.7K<0.01%newTimeline
PUIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27,631 shares; 2024Q3: 13,276 shares; 2024Q4: 593 shares; 2025Q1: 297 shares; 2025Q2: 593 shares; 2025Q3: 297 shares 297$13.6K<0.01%-296Timeline
SNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 550 shares 550$13.6K<0.01%-627Timeline
OXLCOXFORD LANE CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares 802$13.6K<0.01%newTimeline
KKELLANOVAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 549 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 165 shares; 2025Q2: 549 shares; 2025Q3: 165 shares 165$13.5K<0.01%-384Timeline
WASHWASHINGTON TR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: 468 shares 468$13.5K<0.01%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 694 shares; 2024Q3: 694 shares; 2024Q4: 685 shares; 2025Q1: 80 shares; 2025Q2: 685 shares; 2025Q3: 92 shares 92$13.4K<0.01%-593Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 180 shares; 2024Q3: 239 shares; 2024Q4: 204 shares; 2025Q1: 175 shares; 2025Q2: 204 shares; 2025Q3: 162 shares 162$13.4K<0.01%-42Timeline
PROPPRAIRIE OPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares 6,700$13.3K<0.01%newTimeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 426 shares 426$13.3K<0.01%+376Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares 415$13.2K<0.01%newTimeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 288 shares 288$13.2K<0.01%+176Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,157 shares; 2024Q3: 1,159 shares; 2024Q4: 603 shares; 2025Q1: 283 shares; 2025Q2: 604 shares; 2025Q3: 264 shares 264$13.1K<0.01%-340Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 67 shares 67$13.1K<0.01%+7Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37 shares; 2024Q3: 42 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 40 shares 40$13.1K<0.01%+3Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160 shares; 2024Q3: 161 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 164 shares 164$13K<0.01%+2Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 224 shares; 2025Q2: 433 shares; 2025Q3: 528 shares 528$13K<0.01%+95Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 409 shares; 2024Q3: 711 shares; 2024Q4: 474 shares; 2025Q1: 284 shares; 2025Q2: 412 shares; 2025Q3: 300 shares 300$12.9K<0.01%-112Timeline
BIDDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 462 shares 462$12.9K<0.01%+29Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143 shares 143$12.9K<0.01%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 152 shares; 2025Q2: 158 shares; 2025Q3: 153 shares 153$12.9K<0.01%-5Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 300 shares 300$12.9K<0.01%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 242 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares 243$12.9K<0.01%0Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200$12.6K<0.01%0Timeline
KIOKKR INCOME OPPORTUNITIES FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$12.6K<0.01%newTimeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,301 shares; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares 651$12.5K<0.01%0Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325$12.4K<0.01%0Timeline
RICKRCI HOSPITALITY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: not reported; 2025Q3: 404 shares 404$12.3K<0.01%newTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 220 shares; 2024Q3: 130 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 77 shares 77$12.3K<0.01%-35Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 468 shares; 2024Q3: 282 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 181 shares 181$12.2K<0.01%+9Timeline
AMSCAMERICAN SUPERCONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares 205$12.2K<0.01%newTimeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200$12.1K<0.01%newTimeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100$12.1K<0.01%0Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares 227$12.1K<0.01%newTimeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares 178$12K<0.01%0Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares 950$12K<0.01%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 120 shares; 2024Q3: 150 shares; 2024Q4: 37 shares; 2025Q1: 67 shares; 2025Q2: 37 shares; 2025Q3: 67 shares 67$11.8K<0.01%+30Timeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares 250$11.7K<0.01%newTimeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 586 shares 586$11.7K<0.01%-395Timeline
APPSDIGITAL TURBINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares 1,823$11.7K<0.01%newTimeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 116 shares; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 118 shares 118$11.6K<0.01%+1Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,081 shares; 2024Q3: 1,081 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231$11.6K<0.01%0Timeline
EIPIFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares 581$11.5K<0.01%0Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 311 shares; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 138 shares; 2025Q2: 311 shares; 2025Q3: 138 shares 138$11.5K<0.01%-173Timeline
CLMCORNERSTONE STRATEGIC INVESTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,078 shares; 2024Q3: 1,129 shares; 2024Q4: 1,181 shares; 2025Q1: 1,241 shares; 2025Q2: 1,181 shares; 2025Q3: 1,387 shares 1,387$11.5K<0.01%+206Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares 105$11.5K<0.01%newTimeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 216 shares; 2025Q2: 293 shares; 2025Q3: 221 shares 221$11.3K<0.01%-72Timeline
BRSPBRIGHTSPIRE CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,857 shares; 2024Q3: 10,910 shares; 2024Q4: 10,961 shares; 2025Q1: 10,961 shares; 2025Q2: 10,961 shares; 2025Q3: 2,071 shares 2,071$11.2K<0.01%-8,890Timeline
REFICHICAGO ATLANTIC REAL ESTATEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares 879$11.2K<0.01%newTimeline
FYBRFRONTIER COMMUNICATIONS PAREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 301 shares 301$11.2K<0.01%-2,499Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 273 shares; 2025Q2: 123 shares; 2025Q3: 372 shares 372$11.2K<0.01%+249Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245 shares 245$11.1K<0.01%newTimeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares 131$11.1K<0.01%newTimeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 131 shares 131$11.1K<0.01%+31Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 44 shares 44$11.1K<0.01%+18Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: 16 shares; 2025Q3: 12 shares 12$11K<0.01%-4Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 432 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 134 shares 134$11K<0.01%+66Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: 286 shares 286$11K<0.01%newTimeline
ROUNDHILLROUNDHILLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$10.9K<0.01%new
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62$10.8K<0.01%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,175 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares 101$10.7K<0.01%newTimeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 357 shares; 2025Q1: 255 shares; 2025Q2: 357 shares; 2025Q3: 259 shares 259$10.7K<0.01%-98Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares 74$10.7K<0.01%newTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares 564$10.6K<0.01%newTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 49 shares; 2025Q2: 20 shares; 2025Q3: 50 shares 50$10.5K<0.01%+30Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 310 shares; 2024Q3: 315 shares; 2024Q4: 220 shares; 2025Q1: 12 shares; 2025Q2: 220 shares; 2025Q3: 114 shares 114$10.4K<0.01%-106Timeline
CDCVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 839 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 188 shares; 2025Q2: 313 shares; 2025Q3: 155 shares 155$10.3K<0.01%-158Timeline
LVHDLEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 250 shares 250$10.3K<0.01%-67Timeline
RBUFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares 360$10.3K<0.01%newTimeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 124 shares 124$10.3K<0.01%+97Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares 417$10.3K<0.01%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 140 shares 140$10.3K<0.01%-220Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900$10.2K<0.01%newTimeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 219 shares 219$10.1K<0.01%+4Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares 53$10.1K<0.01%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares 100$10.1K<0.01%newTimeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100$10.1K<0.01%newTimeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162$9.99K<0.01%0Timeline
CIKUBS ASSET MGMT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400$9.96K<0.01%0Timeline
BMBLBUMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares 1,634$9.95K<0.01%newTimeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 219 shares; 2025Q2: 214 shares; 2025Q3: 231 shares 231$9.95K<0.01%+17Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,739 shares; 2024Q3: 1,718 shares; 2024Q4: 1,714 shares; 2025Q1: 65 shares; 2025Q2: 1,714 shares; 2025Q3: 73 shares 73$9.9K<0.01%-1,641Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares 520$9.9K<0.01%newTimeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 280 shares 280$9.88K<0.01%newTimeline
PRNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,425 shares; 2024Q3: 559 shares; 2024Q4: 1,400 shares; 2025Q1: 857 shares; 2025Q2: 1,400 shares; 2025Q3: 57 shares 57$9.85K<0.01%-1,343Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares 94$9.79K<0.01%newTimeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,095 shares; 2024Q3: 1,948 shares; 2024Q4: 1,380 shares; 2025Q1: 490 shares; 2025Q2: 1,380 shares; 2025Q3: 422 shares 422$9.77K<0.01%-958Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169$9.71K<0.01%0Timeline
ARQQARQIT QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares 250$9.69K<0.01%newTimeline
INROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 305 shares; 2025Q2: 126 shares; 2025Q3: 305 shares 305$9.66K<0.01%+179Timeline
GAINGLADSTONE INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares 692$9.57K<0.01%newTimeline
CHMICHERRY HILL MTG INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$9.56K<0.01%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 95 shares 95$9.54K<0.01%+1Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares 4,262$9.5K<0.01%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 945 shares; 2024Q3: 379 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 161 shares 161$9.46K<0.01%-16Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares 1,745$9.41K<0.01%newTimeline
BMVPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares 191$9.35K<0.01%newTimeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 1,000 shares; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares 1,000$9.34K<0.01%-4,000Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares 52$9.3K<0.01%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 877 shares; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares 46$9.28K<0.01%newTimeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 597 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 94 shares; 2025Q2: 79 shares; 2025Q3: 79 shares 79$9.16K<0.01%0Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100$9.16K<0.01%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,269 shares; 2024Q3: 1,301 shares; 2024Q4: 1,156 shares; 2025Q1: 62 shares; 2025Q2: 1,156 shares; 2025Q3: 73 shares 73$9.15K<0.01%-1,083Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 202 shares; 2025Q2: 254 shares; 2025Q3: 202 shares 202$9.09K<0.01%-52Timeline
USAUU S GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares 550$9.06K<0.01%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 81 shares 81$8.97K<0.01%+46Timeline
HNDLSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 850 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400$8.91K<0.01%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 124 shares; 2024Q3: 116 shares; 2024Q4: 34 shares; 2025Q1: 21 shares; 2025Q2: 34 shares; 2025Q3: 18 shares 18$8.88K<0.01%-16Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares 78$8.83K<0.01%newTimeline
FFOGFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 96 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares 185$8.8K<0.01%newTimeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 710 shares 710$8.73K<0.01%+310Timeline
TDVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100$8.65K<0.01%newTimeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 76 shares; 2025Q2: 50 shares; 2025Q3: 500 shares 500$8.46K<0.01%+450Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares 103$8.39K<0.01%0Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20$8.38K<0.01%0Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 136 shares; 2024Q3: 1,323 shares; 2024Q4: 1,322 shares; 2025Q1: 136 shares; 2025Q2: 1,322 shares; 2025Q3: 136 shares 136$8.37K<0.01%-1,186Timeline
FETHFIDELITY ETHEREUM FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,622 shares; 2024Q4: 7,672 shares; 2025Q1: 7,828 shares; 2025Q2: 7,672 shares; 2025Q3: 200 shares 200$8.31K<0.01%-7,472Timeline
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares 245$8.31K<0.01%0
IVVDINVIVYD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500$8.25K<0.01%newTimeline
HYGWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares 270$8.21K<0.01%newTimeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 24 shares; 2025Q3: 23 shares 23$8.2K<0.01%-1Timeline
MONOGRAM TECHNOLOGIES INCMONOGRAM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,396 shares; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares 1,396$8.2K<0.01%0
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50$8.19K<0.01%0Timeline
HBCPHOMEBANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 150 shares 150$8.15K<0.01%newTimeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 199 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares 174$8.14K<0.01%0Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53$8.13K<0.01%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6$8.13K<0.01%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 321 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162$8.11K<0.01%0Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 183 shares; 2025Q2: 163 shares; 2025Q3: 161 shares 161$8.08K<0.01%-2Timeline
FDGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67$8.07K<0.01%0Timeline
FYEEFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 184 shares; 2025Q1: 233 shares; 2025Q2: 184 shares; 2025Q3: 287 shares 287$8.05K<0.01%+103Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101 shares; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 86 shares; 2025Q3: 107 shares 107$8.04K<0.01%+21Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150$7.98K<0.01%0Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72$7.93K<0.01%0Timeline

Sold out in Q3 2025

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

The largest 100 of 208. All 208

SecurityShares beforeValue beforeType
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC146,226$1.36Mshares
NOVAQSUNNOVA ENERGY INTERNATIONAL I354,000$1.21Mshares
BJANINNOVATOR ETFS TRUST18,865$905Kshares
INNOVATOR ETFS TRUST PREM I…INNOVATOR ETFS TRUST PREM INC 10 …27,006$674Kshares
XONEBONDBLOXX ETF TRUST13,366$662Kshares
INNOVATOR ETFS TRUST INNOV …INNOVATOR ETFS TRUST INNOV PRM IN…23,591$581Kshares
EWCISHARES INC14,034$566Kshares
HRBBLOCK H & R INC10,263$542Kshares
XTWOBONDBLOXX ETF TRUST10,130$497Kshares
SIZEISHARES TR2,781$413Kshares
IYKISHARES TR6,272$411Kshares
IATISHARES TR8,143$410Kshares
MINTPIMCO ETF TR3,850$386Kshares
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A7,554$371Kshares
UAEISHARES TR22,343$368Kshares
RACEFERRARI N V864$367Kshares
XTREBONDBLOXX ETF TRUST6,776$330Kshares
XFIVBONDBLOXX ETF TRUST6,838$328Kshares
EWSISHARES INC13,817$302Kshares
BMARINNOVATOR ETFS TRUST6,250$288Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL25,916$271Kshares
BSEPINNOVATOR ETFS TRUST5,995$257Kshares
MSFOTIDAL TRUST II13,896$253Kshares
CLOIVANECK ETF TRUST4,618$244Kshares
FLBLFRANKLIN TEMPLETON ETF TR10,034$243Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST7,820$223Kshares
ELANELANCO ANIMAL HEALTH INC16,000$194Kshares
NADNUVEEN QUALITY MUNCP INCOME14,726$172Kshares
XHYIBONDBLOXX ETF TRUST4,380$166Kshares
XHYDBONDBLOXX ETF TRUST4,380$164Kshares
MANHMANHATTAN ASSOCIATES INC568$153Kshares
HESS CORPHESS CORP1,141$152Kshares
Blue Owl Capital Corp IIIBlue Owl Capital Corp III10,340$149Kshares
WMGWARNER MUSIC GROUP CORP4,800$149Kshares
APLYTIDAL TRUST II7,574$137Kshares
KBRKBR INC2,350$136Kshares
NMZNUVEEN MUN HIGH INCOME OPPOR12,061$130Kshares
PFGCPERFORMANCE FOOD GROUP CO1,378$117Kshares
BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR…6,860$116Kshares
GILGILDAN ACTIVEWEAR INC2,390$112Kshares
AVLVAMERICAN CENTY ETF TR1,435$95.8Kshares
CHRWC H ROBINSON WORLDWIDE IN891$92.1Kshares
EMHYISHARES INC2,408$91.4Kshares
EFGISHARES TR924$89.4Kshares
JMOMJ P MORGAN EXCHANGE TRADED F1,524$88.8Kshares
PPHVANECK ETF TRUST1,000$86.3Kshares
IMCGISHARES TR1,098$83Kshares
KMXCARMAX INC1,000$81.8Kshares
GCOWPACER FDS TR2,400$81Kshares
INNOVATOR ETFS TRUSTINNOVATOR ETFS TRUST2,220$78.8Kshares
ZAUGINNOVATOR ETFS TRUST2,950$73.4Kshares
LQDHISHARES U S ETF TR755$70Kshares
FOOT LOCKER INCFOOT LOCKER INC3,206$69.8Kshares
EMBJEMBRAER S.A.1,811$66.4Kshares
CNPCENTERPOINT ENERGY INC2,002$63.5Kshares
AMZYTIDAL TRUST II3,274$61.6Kshares
DFATDIMENSIONAL ETF TRUST1,036$57.7Kshares
SRTASTRATA CRITICAL MEDICAL INC13,271$56.4Kshares
PPLPPL CORP1,700$55.2Kshares
DISCOVER FINL SVCSDISCOVER FINL SVCS315$54.6Kshares
ADXADAMS DIVERSIFIED EQUITY FD2,563$51.8Kshares
FTCFIRST TR EXCHANGE-TRADED ALP371$51.2Kshares
JHMLJOHN HANCOCK EXCHANGE TRADED720$50.1Kshares
CORZCORE SCIENTIFIC INC NEW3,500$49.2Kshares
VICTORY PORTFOLIOS IIVICTORY PORTFOLIOS II893$49Kshares
NAUGINNOVATOR ETFS TRUST1,900$48.9Kshares
JPSTJ P MORGAN EXCHANGE TRADED F902$45.4Kshares
SLGSL GREEN RLTY CORP658$44.7Kshares
SKXSKECHERS U S A INC646$43.4Kshares
ICSHISHARES TR759$38.3Kshares
SAPSAP SE151$37.2Kshares
IVLUISHARES TR1,315$35.7Kshares
FAARFIRST TR EXCHANGE TRAD FD VI1,231$34.5Kshares
VGSHVANGUARD SCOTTSDALE FDS576$33.5Kshares
QVMTINVESCO EXCH TRADED FD TR II653$32.1Kshares
VIOGVANGUARD ADMIRAL FDS INC271$31.6Kshares
LFSTLIFESTANCE HEALTH GROUP INC3,850$28.4Kshares
VOYAVOYA FINANCIAL INC400$27.5Kshares
AGMFEDERAL AGRIC MTG CORP134$26.4Kshares
PROSPECT CAP CORPPROSPECT CAP CORP25,000$24.8Kshares
DEEPETF SER SOLUTIONS715$24.7Kshares
VIOOVANGUARD ADMIRAL FDS INC233$24.7Kshares
MINOPIMCO ETF TR546$24.6Kshares
ADUSADDUS HOMECARE CORP196$24.6Kshares
LENDINGTREE INCLENDINGTREE INC25,000$23.8Kshares
MARMFIRST TR EXCHNG TRADED FD VI750$23.2Kshares
Vivid Seats IncVivid Seats Inc4,879$22.6Kshares
GHYGISHARES INC512$22.6Kshares
QLTAISHARES TR465$21.8Kshares
PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME2,578$21.7Kshares
ENLINK MIDSTREAM LLCENLINK MIDSTREAM LLC1,536$21.7Kshares
SIISPROTT INC503$21.2Kshares
DFEWISDOMTREE TR360$20.4Kshares
ARBOR REALTY TRUST INCARBOR REALTY TRUST INC20,000$19.9Kshares
NUVNUVEEN MUN VALUE FD INC2,280$19.6Kshares
TKRTIMKEN CO262$18.7Kshares
RODMLATTICE STRATEGIES TR543$15.4Kshares
XJQCXNUVEEN CR STRATEGIES INCOME2,710$15.4Kshares
PCEFINVESCO EXCH TRADED FD TR II801$15.4Kshares
KXIISHARES TR236$14.2Kshares

How Q3 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 0001062993-25-016949 base2025-11-19acceptance time not in the bulk data set